Oracle's Comeback Is Real, But Greatness Is Still Uncertain

Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...

MongoDB: Time To Lock In Gains As Multiples Expand (Downgrade)

MongoDB stock surged 80% YTD, but valuation risks and slowing growth prompt a "Neutral" rating. Learn more about the company.