The talks of artificial intelligence bubble, the sharp fall in cryptocurrencies, the debt binge that has become almost too frequent with some major IT players (have a look at Oracle!) are fueling the anxiety-inducing stock market news in November and are very much centric on one narrative. Nvidia’s results were eagerly awaited as a litmus test […]
As always, the answer to this question depends on where you find yourself. A French investor who sees his successive governments’ survival times becoming shorter and shorter will find it difficult to be optimistic. On the other side of the Atlantic, investors are experiencing a very different atmosphere. As the earnings season progresses, it is very […]
“The difference between God and Larry Ellison? God doesn’t think he’s Larry Ellison.” This quip about the founder of Oracle was used as the title of a famous biography published in 1997. Almost 30 years later, Larry Ellison, the “old-timer” of the technology sector, has shown that the octogenarian is still sprightly and capable of setting […]
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