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On Wednesday, Meta Platforms, Inc. (NASDAQ: META ) shares surged 8.81% after a report said the company is developing a cloud computing business aimed at monetizing its vast artificial intelligence infrastructure, prompting Jim Cramer to argue the initiative could add significant value to the stock. Meta’s AI Compute St
Oracle Corp. (NYSE: ORCL ) just gave back everything, and then some. The stock plunged about 35% in June, its worst month since September 1990, as investors began questioning the payoff from its massive AI buildout. The timing makes it sting more. That collapse landed the month right after May’s 39.9% surge — Oracle’s
June was one of the ugliest months in years for the mega-cap AI leaders and billionaire investor Bill Ackman chose exactly that moment to plant his flag on the bull side. On Tuesday, Ackman amplified a widely shared post on X by analyst Rihard Jarc, who writes the UncoverAlpha newsletter, adding that it was “an importa