In a high-stakes interview on February 13, 2026, Goldman Sachs (NYSE: GS) CEO David Solomon painted a remarkably optimistic picture of the American economy, describing the current macroeconomic setup as "quite good." Speaking on CNBC, Solomon pointed to a confluence of aggressive US deregulation and a historic surge in artificial
As of mid-February 2026, the initial euphoria that surrounded the "Generative AI" boom of 2023 and 2024 has curdled into a structural "AI Anxiety" among the world's legacy technology giants. No longer is the market satisfied with promises of future productivity; investors are now demanding immediate returns on massive capital
As the opening bell rang on February 13, 2026, the divergence between the U.S. technology and healthcare sectors reached a historic fever pitch, signaling a fundamental shift in how markets price growth and defense. While the technology sector continues to ride a wave of massive capital investment into artificial
The speculative fervor that once propelled artificial intelligence (AI) software to dizzying heights has met its match: the laws of physics. In early 2026, a profound rotation is sweeping through global markets as investors pivot from "disembodied" software applications to the "Physical Bottleneck" of AI—the massive infrastructure of chips,
As the midstream energy sector enters a transformative new era defined by artificial intelligence and a national "energy dominance" mandate, all eyes are on Energy Transfer (NYSE: ET) as it prepares to unveil its fourth-quarter and full-year 2025 financial results on Tuesday, February 17, 2026. The Dallas-based pipeline giant finds
The corporate credit markets have been hit by a historic "supply flood" as some of the world’s largest technology firms issued more than $100 billion in new debt during the opening weeks of 2026. This sudden deluge of high-quality paper, driven primarily by the insatiable capital requirements of artificial
The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial intelligence (AI) investments.
As the first quarter of 2026 unfolds, the technology sector is asserting its dominance with a vigor that has caught even the most optimistic market spectators by surprise. Following a two-year period characterized by what analysts described as a "necessary digestion" of the explosive gains from the early 2020s, the
The technology sector has officially entered the era of the "Gigawatt Supercycle." As of February 12, 2026, new financial projections indicate that the world’s six most aggressive AI infrastructure spenders are on track to exceed a combined $500 billion in capital expenditures this year alone, with some analysts now
As of February 12, 2026, the technology sector is witnessing the materialization of what many analysts are calling the largest infrastructure commitment in the history of computing. Oracle (NYSE: ORCL) has fully activated its landmark $300 billion, five-year cloud computing contract with OpenAI, a deal that officially positions the legacy
Alphabet’s $31.5 billion bond sale signals an aggressive push to fund AI-driven growth, and this article examines whether the move strengthens GOOGL’s long-term growth outlook or introduces new risks for investors.
In a move that underscores its aggressive pivot toward specialized industry clouds, Oracle Corporation (NYSE: ORCL) announced on February 11, 2026, that it has secured a massive, multi-year contract with the Centers for Medicare and Medicaid Services (CMS). The deal tasks Oracle Cloud Infrastructure (OCI) with migrating and managing the
Alphabet Inc. (NASDAQ: GOOGL) saw its share price decline by 1.8% this week following the announcement and pricing of a massive $20 billion bond sale. The move, while demonstrating the company’s immense credit strength, has ignited fresh anxieties among investors regarding the sheer scale of capital required to
Date: February 12, 2026 Introduction In the rapidly evolving landscape of the digital economy, speed is no longer just a luxury—it is the foundational currency of survival. As we move into 2026, the demand for instantaneous data delivery has been amplified by the rise of "Agentic AI," where autonomous machines, rather than human users, generate [...]
Oracle (ORCL) shares climbed after the company secured an $88 million Air Force contract for "Top Secret" cloud operations and launched new AI agents for businesses. Analysts are also eyeing Oracle's massive $300 billion partnership with OpenAI as a major growth engine that could challenge Google's AI dominance.
What a brutal six months it’s been for Oracle. The stock has dropped 38.3% and now trades at $156.70, rattling many shareholders. This was partly driven by its softer quarterly results and might have investors contemplating their next move.
