Oracle’s push to build more AI-ready cloud capacity is starting to squeeze the very cash engine that made it so dependable for years. The upside hinges on whether customers keep filling those new data centers fast enough to justify the spending—and whether a few big clients end up holding too much power over Oracle’s growth.Read more

Micron is riding a wave of booming demand for the kind of memory used in AI data centers, but its profits still depend on a boom-and-bust chip cycle that can turn quickly. See why today’s surge could fade as rivals expand supply, and how reliance on a handful of giant customers could make the next slowdown hit harder than investors expect.Read more

Lumentum rides a wave of demand from AI data centers that’s lifting sales and profits, but it still sells cyclical hardware to a small group of powerful customers. The catch is that the stock price assumes the rebound lasts for years, even though past boom-and-bust cycles, supply bottlenecks, and debt could quickly spoil the story.Read more