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Arm Holdings plc (NASDAQ:ARM) is one of the best NASDAQ stocks to buy and hold for 3 years. Mizuho lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $500 from $425 on June 4, maintaining an Outperform rating on the shares. It told investors in a research note that the company’s agentic AI tailwinds are […]
Investors Watch Cloud Growth And Huge Backlog Conversion
Palantir (NASDAQ:PLTR) and Oracle (NYSE:ORCL) both just put out earnings that read like AI manifestos, but the businesses underneath could not be more different. Palantir closed Q4 2025 as a capital-light software shop riding U.S. commercial adoption. Oracle finished Q3 FY2026 as a balance-sheet-heavy hyperscaler pouring tens of billions into GPUs and concrete. AIP Floods ... Palantir vs Oracle: Two AI Plays, One Winner
Oracle's (ORCL) core database business is expected to show strong performance in its fiscal fourth q
In the race for AI dominance, it’s easy to get lost in the headline numbers: billions in new revenue, exponential growth in users, and a vision for the future that has captivated the market. For Microsoft (MSFT), the story seems compelling. But if you hold the stock, which has underperformed the market with a decline of 11.3% over the past year, your attention should be on a single, less-celebrated figure: the company’s profit margin.
ORCL's AI deals, cloud growth targets and $553B backlog set up fiscal Q4, but heavy capex, debt and restructuring costs may pressure margins.
Is IRM a good stock to buy? We came across a bullish thesis on Iron Mountain Incorporated on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on IRM. Iron Mountain Incorporated’s share was trading at $123.50 as of June 8th. IRM’s trailing and forward P/E were 135.50 and 62.50 respectively according to Yahoo […]
At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.
Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Stocks to Buy in June. On June 7, Investing.com reported that UBS maintained Buy ratings on three major cloud providers, including Microsoft, driven by their revenue growth. The analyst noted that the combined cloud revenues of Microsoft, Amazon, and Oracle totaled $84.8 billion in the […]
There are times when one company's results stop being just about that company and become a referendum on an entire sector thesis. For AI cloud infrastructure, that moment arrives on June 10, when Oracle (ORCL) reports fiscal fourth-quarter 2026 results after the market closes. The setup is ...
UBS said Nvidia remains ahead of AMD in AI GPU shipments.
OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.
Oracle Faces Key AI Test as Wall Street Awaits Q4 Results
OpenAI announced it has confidentially filed for an initial public offering one week after competitor Anthropic announced it planned to go to market. The ChatGPT parent said in a blog post on Monday night that it has recently submitted a confidential S-1 to the Securities and Exchange Commission. “We expect it to leak so we’re just announcing it,” the company said in the blog post.
Oracle is set to report earnings Wednesday afternoon, with the cloud computing giant's stock seen making a big swing after the results.
Elon Musk is the richest person in the world and close to becoming the first-ever trillionaire. How did the Tesla and SpaceX founder make his fortune?
Trade in artificial intelligence-linked stocks will continue to be volatile during a catalyst-heavy period, but the underlying investment case for the sector is strong, UBS Global Wealth Management's Mark Haefele wrote.
The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio built almost entirely around the AI infrastructure stack: GPUs, custom silicon, high-bandwidth memory, optics, cloud capacity, and datacenter power. ARTY closed last week ... The One Hyperscaler Signal That Will Make or Break ARTY in 2026
Investors are counting down to the end of the week when Elon Musk’s SpaceX is expected to start trading in what could be the largest IPO on record. Also, investors are looking ahead to Wednesday's inflation data and Oracle results.
Stocks looked set to rise on Tuesday as investors continued to buy the dip, taking advantage of last week’s artificial intelligence selloff to snap up shares in tech companies on the cheap. The Nasdaq and the S&P both rallied on Monday as the market piled back into chip makers and other momentum stocks. The dip-buying may well have legs, although it’s possible that either consumer-price inflation data or quarterly earnings from Oracle on Wednesday could snap the rebound.
Enterprise software giant Oracle (NYSE:ORCL) will be announcing earnings results this Wednesday after market hours. Here’s what to expect.
Oracle is slated to report its fourth-quarter results after the markets close on Wednesday.
The cloud company's backlog has become a key gauge of AI demand.
Oracle Corporation (NYSE:ORCL) is included among the Billionaire Ken Fisher’s Top 11 Dividend Stock Picks. On June 4, Citi raised its price recommendation on Oracle Corporation (NYSE:ORCL) to $330 from $320. It reiterated a Buy rating on the stock. The firm expects Oracle’s cloud business to remain a key driver of performance in fiscal Q4. […]
Oracle (ORCL) stock just had the kind of day that spooks shareholders. Shares of the database and cloud giant tumbled about 9.6% on Friday, June 5, closing at $213.68 after opening near $229. That marked Oracle’s steepest single-day drop in months and one of the worst showings among large-cap ...
Such is life on Wall Street at the dawn of the artificial-intelligence build-out. Tech companies are hungry for cash to invest in data centers, and investors are forking it over through all possible means, in all parts of the globe—a flurry of fundraising that has mostly supported markets by powering technological advances, even as it tests their ability to absorb it all. Alphabet’s announcement that it would raise $85 billion of equity was just the latest example.
Oracle Corp stock slid on Friday as investors grew more cautious about the company’s debt-funded AI infrastructure spending. Pre-earnings profit-taking and a broader tech selloff, which weighed on the Nasdaq and S&P 500, also added pressure. BNP Paribas analyst Stefan...
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