Summer Huang

In the past, Oracle was renowned for its database and enterprise management software, helping companies handle finance, HR, and supply chain operations while collecting long-term maintenance and technical support fees. This high-stickiness business provided the company with a steady cash flow. The AI era has presented Oracle with a second growth curve: leasing computing power to AI companies that need to train and run large models. In FY2026, revenue from this cloud infrastructure business, known as OCI, grew by approximately 77%, contributing nearly 80% of the company's

A compelling bullish thesis is gaining traction in the market: compared to Nebius (NBIS.US), CoreWeave boasts a larger revenue scale, a bigger order backlog, and more deployed computing capacity, yet its price-to-sales (P/S) valuation is far lower than Nebius's, making it a potentially significantly mispriced leader in specialized AI clouds (Neoclouds). However, revenue multiples reveal only half the truth. CRW

As the market continues to pay a premium for computing power, investors can also re-examine a discounted cash-flow machine. AI remains the dominant theme in US equities for 2026. Beyond crowded tech trades, the asset allocation value of McDonald's (MCD.US) is becoming increasingly prominent: its earnings do not depend on a single capex cycle, but rather stem from revenues across more than 45,000 restaurants worldwide, high-margin rental income, and royalties.

Large language models (GPT/Claude/Gemini) excel at reasoning, yet lack an understanding of how an enterprise actually operates; while ERP, CRM, and MES systems have accumulated vast amounts of business data, they remain siloed. Palantir bridges the two: it connects LLMs with an enterprise's physical world by structuring operational rules buried across disparate systems and employees' minds, creating a directly callable digital twin for the organization. This allows LLMs to no longer merely respond

An In-Depth Analysis of "Digital Dollar Money Printer" Circle (CRCL): The Next Visa, or an Overvalued Interest Business? From surging from its IPO offer price of $31 to nearly $300, only to drop back to around $50, Circle has experienced a complete capital market rollercoaster ride in its first year as a public company. As of August 12, 2026, its stock price stands at $71.28—still down over 75% from its all-time high, yet remaining double its offer price

At the industrial inflection point where AI computing power shifts from "GPU stacking" toward "network interconnects" and "custom chips," Marvell (MRVL) is leveraging the twin drivers of custom ASICs and high-speed optical interconnects to position itself at the core nodes of cloud service providers

Over the past month, Apple's stock price followed a steep "rise and then fall" trajectory: ahead of the earnings report, capital frenetically sought safe-haven status, driving up the premium; post-earnings, despite delivering record revenue, the stock plunged nearly 10% intraday. The company remains

Broadcom (NASDAQ: AVGO) released an earnings report in June that far exceeded expectations, yet its stock price has pulled back by more than 20% since the announcement. The market's true concern lies not in past performance, but in whether AI growth can continue to materialize: Is Google's TPU marke

Apple's FY2026Q3 results showed a distinct pattern of "strong current quarter, weak guidance." Excluding tariff refunds, overall performance was largely in line with expectations, but the revenue structure featured several highlights: iPhone continued to benefit from the replacement cycle, while Mac