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Oracle nears junk credit rating amid $260B in AI data center leases, negative free cash flow and 4.3x debt-to-EBITDA. Analysts warn of 'fallen angel' risk, contrasting sharply with peers Alphabet, Am…
Alphabet beat Q4 revenue and EPS expectations driven by strong Google Cloud and Search revenues despite higher capex and a YouTube miss. The company is investing aggressively in AI technologies, sign…
Amazon's revenue and EPS growth demonstrate strong long-term momentum despite mediocre free cash flow margins and recent underperformance versus the S&P 500.
Microsoft beat Q3 2025 revenue and EPS estimates, driven by strong growth across Intelligent Cloud, Business Software, and Personal Computing segments, signaling sustained demand and accelerated AI-r…