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October 7, 2025Seeking Alpha logoSeeking Alpha

Why an AI ‘land grab’ environment puts stock valuations in a frenzy

More on AI: AIEQ: AI's Unfulfilled Promise Capturing AI's Upside: ARTY's Concentrated Play On Tomorrow's Winners ARTY: A Generational Investing Theme Could AI capex crash the U. S. economy? – TS Lombard’s Dario Perkins AI valuations are not like the dotcom bubble thanks to strong revenue growth – Bessemer Venture Partners

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Oracle stock fell 5% after reports of weak 14% margins on $900 million in Nvidia cloud sales

Oracle stock fell 5% after reports of weak 14% margins on $900 million in Nvidia cloud sales

Oracle dropped 5% on Tuesday, and it wasn’t random. Investors got spooked after The Information dropped a report exposing some nasty math behind Oracle’s cloud business. The report said Oracle plans t...

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1 min
CEA Industries Shares May Rally After Disclosing 480,000 BNB Holdings Valued at ~$611M as Coin Hits New Highs

CEA Industries Shares May Rally After Disclosing 480,000 BNB Holdings Valued at ~$611M as Coin Hits New Highs

CEA Industries BNB treasury now holds 480,000 BNB, valuing the company’s reserve at roughly $611 million after BNB’s latest surge. CEA Industries BNB treasury represents a strategic corporate crypto r...

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1 min
The 5 Largest Publicly Traded Solana Treasury Firms

The 5 Largest Publicly Traded Solana Treasury Firms

Institutions are gobbling up Solana for their balance sheets, collectively adding billions in SOL. These are the top publicly traded treasuries....

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1 min