9:26am ET
Investing
Amazon Starts To Run Low On Cash
The question is not whether Amazon (NASDAQ: AMZN | AMZN Price Prediction) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems,…
ORCL Coverage Page 20
8:14am ET
Investing
Here Are Thursday’s Top Wall Street Analyst Research Calls: Alcoa, Chiron Real Estate, Clear Secure, Fortinet, Fresh Pet, Kennametal, Oracle, PayPal, United Therapeutics, and More
Pre-Market Stock Futures: Futures are trading modestly higher after a blowout midweek rally spurred by reports that a peace agreement with Iran could be forthcoming soon and by incredible technology earnings and…
10:57am ET
Investing
Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year
I keep hitting the buy button on Oracle (NYSE:ORCL | ORCL Price Prediction) because I have rarely seen a backlog like the one this company is sitting on, and I want to…
Vandita Jadeja 10:39am ET
Investing
Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple
Meta Platforms (NASDAQ:META | META Price Prediction) is dominating headlines and TV again after a 56.79% EPS beat and another round of personal-superintelligence rhetoric from Mark Zuckerberg. But here’s what you should…
7:30am ET
Investing
Oracle Stock’s Breakout Is Real and the Long-Term AI Infrastructure Case Is Only Getting Stronger
Oracle’s chart has flipped from broken to breaking out, and the fundamentals underneath the move say this trajectory will continue rather than fade. Oracle (NYSE:ORCL | ORCL Price Prediction) has rallied 24%…
Joel South 2:57pm ET
Investing
Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push
Salesforce (NYSE:CRM | CRM Price Prediction) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from opposite ends. Oracle is pouring capital into AI infrastructure to become a hyperscaler. Salesforce…
10:40am ET
Investing
These Companies Have the Essential Ingredients Needed to Pull Ahead of the Pack in the AI Revolution
It’s been quite an eventful earnings season for mega-cap tech. For the most part, the showings were impressive, but there is one result that stood head and shoulders above the pack in…
10:26am ET
Investing
Skip the SoundHound Hype — These Three Titans Own the AI Infrastructure Layer That Actually Matters
SoundHound AI (NASDAQ:SOUN) is back on every retail trader’s radar after a 43.11% rip in a single month and a 20.1% single-day pop into May, fueled by a Reddit setup note pitching…
2:54pm ET
Investing
Super Micro Computer Climbs 25% in April: 3 Reasons SMCI Is the Tech Sector’s Comeback Kid
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are climbing again Thursday afternoon, up about 4% to $27.40. The move extends a dramatic one-month rebound for the artificial intelligence (AI)…
2:38pm ET
Investing
The Latest Tech Layoffs Look Less Cyclical and More Like the First Wave of AI‑Driven Efficiency
The wave of layoffs that made their way through the tech sector has raised a lot of questions. Most notably, what’s the cause of the latest wave of cuts? Some would argue…
11:11am ET
Investing
Oracle’s Recent Pullback Creates a Compelling Entry Point for Long-Term Investors
Oracle (NYSE: ORCL | ORCL Price Prediction) has been one of the most volatile mega-caps in the market over the past year, surging from the $130s into the $300s before unwinding back…
Vandita Jadeja 2:59pm ET
Investing
Oracle’s OpenAI-Linked Selloff Might Be Noise. Is It Time to Buy?
Oracle (NYSE:ORCL | ORCL Price Prediction) shares are trading at $162.90 while the Wall Street consensus price target sits at $243.23, leaving an implied upside of roughly 49% between current levels and…
Joel South 10:58am ET
Investing
Susquehanna Raises AMD Price Target to $375: Can the Server CPU Story Keep Powering the Stock?
Susquehanna analyst Christopher Rolland raised his price target on Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock to $375 from $300, keeping a Positive rating ahead of first-quarter results. The new target…
2:24pm ET
Investing
Is the AI CapEx Trade Cracking? 5 Stocks Most Exposed If OpenAI’s Slowdown Is Real
Reports on Tuesday morning that OpenAI missed internal goals on user targets and revenue have rattled the AI infrastructure complex. Per Bloomberg, as flagged in a BTIG morning note, investors are questioning…
12:04pm ET
Investing
SMCX Could Go Parabolic Again if the AI Server Boom Still Has Another Leg
The math of a 2x daily reset leveraged ETF is unforgiving in a way that takes most investors a few painful months to fully appreciate. Defiance Daily Target 2X Long SMCI ETF…