Microsoft: AI Superpower Still Cheap - Raised Capex Not A Big Concern

Azure/OpenAI-driven cloud growth, rising bookings and backlog, plus Windows 10 EoS catalyst. Click here to read my latest ...
Forbes

Why Oracle Stock Is Expensive

While Oracle’s operational performance remains strong—supported by steady cloud infrastructure growth, expanding AI-related workloads, and resilient recurring revenue—the current stock price embeds ...
Seeking Alpha

Oracle Q2 Earnings Preview: Focus On The Cocktail Of Debt, Cash Flows, And OpenAI

Oracle faces Q2 earnings with heightened investor focus on debt plans, cash flow trajectory, and progress on its $300B OpenAI deal. Despite strong RPO and cloud growth, ORCL's valuation offers limited ...
GitHub

Install failure on macOS (Cannot uninstall httpx 0.28.0)

Collecting llm-ollama Using cached llm_ollama-0.7.1-py3-none-any.whl.metadata (5.2 kB) Requirement already satisfied: llm in /opt/homebrew/Cellar/llm/0.19.1/libexec ...
Nature

FDA approves first claudin-18.2-targeted antibody for gastric cancer

The FDA has approved Astellas’s zolbetuximab (Vyloy) for HER2-negative, claudin-18.2 (CLDN18.2)-positive gastric or gastroesophageal junction (GEJ) adenocarcinomas. It is the first CLDN18.2-targeted ...