Habib Ur Rehman
- Indexed articles, last 90 days
- 389
- Latest publication
- Oct 1, 2026
- Outlet visibility, for yahoo.com
- Top 1K sites
- Earliest in this view
- Jul 4, 2026
Latest articles
Top 10 AI Stocks That Will Skyrocket (opens the original)
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Artificial intelligence has moved from a software story into one of the largest infrastructure investment cycles in the technology sector. Spending now reaches accelerators, custom chips, high-bandwidth memory, networking, cloud capacity and the data platforms that enterprises need to put models into production. IDC expects worldwide AI spending to increase from $307 billion in 2025 to $632 billion in 2028. That pace creates several paths to growth, but it does not spread the economics...
Oracle vs. Alphabet: Which AI Cloud Stock Is the Better Buy? (opens the original)
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Oracle Corporation (NYSE:ORCL) and Alphabet Inc. (NASDAQ:GOOGL) are both trying to turn AI infrastructure into a larger cloud business, but they are asking investors to fund very different models. Oracle trades at about 17 times forward earnings after its sharp 2026 selloff, while Alphabet trades near 22 times. The cheaper stock is also carrying far more financing risk. That tension is easier to see after Oracle added $30 billion of AI contracts and investors had to separate backlog from economi
Palantir vs. Snowflake: Which Enterprise AI Stock Better Justifies Its Valuation? (opens the original)
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Palantir Technologies Inc. (NASDAQ:PLTR) and Snowflake Inc. (NYSE:SNOW) are two of the most expensive ways to bet on enterprise AI. Palantir trades near 45 times forward sales and roughly 130 times free cash flow, while Snowflake trades around 16 times forward sales and about 99 times free cash flow. Neither stock gives investors much room for mediocre execution. That is why the comparison should start with what each premium buys. Palantir’s recent $127 million Army order sharpened the question
Dell vs. HPE: Which AI Server Stock Is the Better Buy? (opens the original)
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Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) sell the physical systems behind the AI boom. Dell trades near 20 times forward earnings, while HPE is closer to 14 times. That roughly six-turn gap is large enough to change the portfolio decision. We recently examined why Dell and HPE posted record AI demand in the same week but their stocks moved in opposite directions. The unanswered question is whether Dell’s enormous backlog deserves its premium or HPE’s i
Alphabet vs. Meta: Which AI Advertising Giant Is the Better Stock to Buy? (opens the original)
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Alphabet Inc. (NASDAQ:GOOGL) and Meta Platforms, Inc. (NASDAQ:META) are both using AI to make advertising more valuable while spending tens of billions of dollars on the models and infrastructure underneath it. Their valuations now make the portfolio choice unusually close. Alphabet trades at roughly 25 times forward earnings, while Meta is near 23 times. The economic question is no longer whether AI helps advertising, but which company converts the spending into durable earnings more efficientl
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