Nvidia is flashing a red warning light that should worry every investor who lived through the dot-com era. The company’s inventory has nearly quadrupled in two years—from $5.3 billion in January 2023 to $19.8 billion by October 2025—while accounts receivable has skyrocketed from $4.0 billion to $33.4 billion. These staggering numbers eerily mirror what happened […]

In September, Oracle 1.72% announced what looked like the coup of the decade: a massive $300 billion partnership to provide cloud infrastructure to OpenAI. On paper, it was a triumph—a guaranteed revenue stream of roughly $60 billion annually for five years. But instead of popping champagne, the market panicked. The “Negative” Valuation Since the deal was announced, Oracle’s stock