Oracle Just Partnered With Its Biggest Rival
AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.
August 23, 2026
The Unloved Sector Just Beat Chips
Healthcare has outrun SOXX since June. The flows have barely started.
AWS signed. The stock is down 59%. The backlog is $638B. One of these is wrong.
Healthcare has outrun SOXX since June. The flows have barely started.