Every bull market eventually asks investors to squint past a number they’d rather not look at. In 2000, it was cash burn ...

Which hyperscaler's balance sheet could ride out a rough stretch, and which couldn't? The gap between Microsoft and Oracle is wider than their spending suggests.

Same enormous AI bill, five very different wallets. Here's who's paying cash, who's borrowing heavily, and who's talking others into covering some of the tab.

Microsoft (MSFT) self-funds AI expansion from $46.7B in operating cash, while Oracle (ORCL) torched $23.7B in free cash flow chasing 93% cloud infrastructure growth. Oracle's RPO exploded 363% to $638 ...

Media outlets like WSJ and Financial Times have been covering big tech’s growing affinity towards off-balance sheet financing ...

Microsoft is in focus as readers track global demand, free-cash-flow quality, and company execution within blue chip stocks.

Latest technical analysis market update for combining the close, rate moves, earnings reactions, filings and company-specific ...