Oracle‘s (ORCL) Q1 2026 revenue slightly beat expectations at $14.9 billion but EPS missed at $1.01 GAAP. ORCL's shares up over 40% on an outlook that forecasts surging AI cloud spending with RPO at $455 billion.
If I had to rely on just two income investments to fund retirement, these would be it. These investments combine yield, growth, safety, value, and macro tailwinds. Here's why I'm building my portfolio around these engines of passive cash flow.
I don't see an AI bubble. The $100T transformation ahead is real, with bottlenecks like power and data centers driving lasting demand. Big Tech may dominate headlines, but the real opportunity lies in the mission-critical infrastructure enabling this AI revolution. To me, AI is rotation fuel. Instead of chasing hype, I'm focused on the overlooked winners powering the next decade of growth.
You know a billionaire investor must be good when other billionaire investors compliment him, and Stephen Mandel has been called "probably the greatest analyst of all time" by fellow billionaire hedge fund founder Julian Robertson.
As we've covered for the last 12 months, utility stocks have been having a moment, as AI data centers require a massive amount of energy resourcing. Utility staples such as Southern (SO), Duke Energy (DUK), and EQT (EQT) are scrambling to accommodate for electricity demand increases, creating opportunity for companies that pivot to AI quickly and efficiently.
More than 30 events delivered $150,000 in community support IRVING, Texas , Aug. 29, 2025 /PRNewswire/ -- TXU Energy's Beat the Heat program delivered $150,000 in cooling relief this summer, helping communities across Texas stay comfortable and supported. In partnership with nonprofit agencies from Lubbock to Corpus Christi, the company distributed window A/C units, fans, and other resources to...
Artificial intelligence (AI) is poised to transform the world as we know it, and it is also driving a powerful tailwind for utility providers. The surge in demand for energy fueling today's data centers is creating an insatiable appetite for energy.
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