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Why Oracle is not the next Nvidia

Investors hunting for the next big artificial intelligence winner have increasingly lumped Oracle in with Nvidia, treating ...
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” third-quarter 2025 investor letter. A ...
Sands Capital, an investment management company, released its Q3 2025 investor letter for the “Sands Capital Technology ...
UBS Global Technology and AI Conference 2025 December 1, 2025 3:35 PM ESTCompany ParticipantsBrian Vecci - Field ...