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Oracle Adds $700 Million to the Cost of its AI Transformation
Insider Monkey19d agoneutral
Oracle Adds $700 Million to the Cost of its AI Transformation

Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up spending to capture demand for AI cloud services. The additional costs include severance, contract terminations and other exit expenses, with some restructuring directly linked to adopting AI across […]

Oracle Has a Massive Opportunity Hiding in Plain Sight
24/7 Wall St.19d agoneutral
Oracle Has a Massive Opportunity Hiding in Plain Sight

Oracle just posted record AI bookings and cloud growth that should have sent shares soaring, yet the stock sits near a 52-week low. Something is broken in how the market is pricing this company, and the gap between its earnings power and its share price tells a very different story.

Nvidia’s Anthropic Investment: Securing AI Demand Amid Rising Competition
Insider Monkey19d agoneutral
Nvidia’s Anthropic Investment: Securing AI Demand Amid Rising Competition

On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 […]

10-year Treasuries cross above 5%, but are other market risks showing up?
Yahoo Finance Video19d agoneutralVIDEO
10-year Treasuries cross above 5%, but are other market risks showing up?

Ten-year Treasury yields (^TNX) crossed above 5% for the first time since 2007. This comes ahead of the Federal Reserve's latest interest rate decision on Wednesday, where Wall Street is bullish that officials will hike rates. Zacks Investment Management chief market strategist Brian Mulberry comes on Opening Bid to address where other risks in the market may or may not be showing up.

Apollo and J&J Face a High-Stakes Orthopedics Deal
Insider Monkey19d agoneutral
Apollo and J&J Face a High-Stakes Orthopedics Deal

Apollo Global Management, Inc. (NYSE:APO) is reportedly in talks to acquire Johnson & Johnson (NYSE:JNJ) DePuy Synthes orthopedics business in a transaction that could value the unit at close to $20 billion, according to Bloomberg, as reported by Reuters. J&J generated $9.3 billion of revenue from the orthopedics business in 2025, making the potential transaction […]

Colgate-Palmolive Seeks Value Through Portfolio Reshaping
Insider Monkey19d agoneutral
Colgate-Palmolive Seeks Value Through Portfolio Reshaping

Colgate-Palmolive Company (NYSE:CL) is reportedly exploring the sale of several mass-market personal care brands, including Softsoap, Irish Spring and Speed Stick, in a portfolio reshaping effort that could generate more than $1 billion. The company is working with Goldman Sachs on the potential divestiture. Personal care accounted for roughly 17% of Colgate-Palmolive’s 2025 net sales, […]

Investing.com19d agoneutral
Intel-backed chipmaker Altera submits SEC paperwork for initial public offering

Investing.com -- Altera Corporation has confidentially submitted a draft registration statement on Form S-1 with the U.S. Securities and Exchange Commission for a proposed initial public offering. The San Jose-based programmable chipmaker has not yet determined the number of common shares to be offered or the price range, with the timing remaining subject to regulatory review and prevailing market conditions. The move initiates a fast-track return to public markets just one year after parent com

Elon Musk comments on AI slowdown amid his own big AI bets
Proactive19d agoneutral
Elon Musk comments on AI slowdown amid his own big AI bets

Elon Musk, CEO of Tesla Inc (NASDAQ:TSLA) and SpaceX Corp (NASDAQ:SPCX), has backed an argument for an AI slowdown, endorsing AI company Anthropic (Unlisted (US):ANTHRO) CEODario Amodei and his call for caution. Musk replied, “Dario is right,” on X and later said he had been “sounding the...

Amazon calls timeout on 21 Air cargo contract
FreightWaves19d agoneutral
Amazon calls timeout on 21 Air cargo contract

Amazon has stopped using 21 Air, saying it’s a temporary step while it evaluates factors behind the fatal accident with one of its planes last week. The post Amazon calls timeout on 21 Air cargo contract appeared first on FreightWaves.

Can Airbnb (ABNB) Turn Its Housing Accelerator Into a Durable Edge on Regulatory Risk?
Simply Wall St.19d agoneutral
Can Airbnb (ABNB) Turn Its Housing Accelerator Into a Durable Edge on Regulatory Risk?

In recent days, Airbnb announced it is committing an initial US$250 million to a new Housing Accelerator program, aiming to unlock up to US$5 billion in affordable and mixed-income housing financing over the next decade, with its first US$6.4 million investment backing 201 affordable units in Austin, Texas. The initiative blends project funding with advocacy for zoning reform and construction technology, potentially reshaping Airbnb’s relationship with regulators concerned about housing...

Market Minute 9-15-26- Rising Yields and Fed in Focus
MoneyShow19d agoneutral
Market Minute 9-15-26- Rising Yields and Fed in Focus

Stocks are under modest pressure again this morning after a late day fade yesterday. Crude oil is up, while gold, silver, and Treasuries are mixed. Bitcoin and other cryptocurrencies are broadly lower.