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Cloud computing

Corporate Finance

The AI Stack: Who Will Capture the Profits?

Download PDF Introduction The AI trade is no longer behaving as one single boom, as the debate over which parts of the industry will actually capture the profits has intensified among investors. After two years in which artificial intelligence pushed valuations higher across semiconductors, cloud platforms, model labs, and enterprise Read more…

By BSIC, 7 days10 May 2026 ago
Corporate Finance M&A Deals Old Articles

The Raise of the Oracle – Oracle to Buy NetSuite for $9.3bn

Oracle Corporation (ORCL) – market cap as of 18/11/2016: $165.25bn NetSuite Inc. (N) – market cap as of 18/11/2016: $7.36bn Introduction On July 28, 2016, Oracle Corporation announced that it entered into an agreement to purchase NetSuite, in a transaction valued at approximately $9.3bn. The deal values NetSuite at $109 Read more…

By BSIC, 9 years20 November 2016 ago

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