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Salesforce Earnings Can Put AI Fears to Bed, Give Stock a Lift
Bloomberg121d agoneutral
Salesforce Earnings Can Put AI Fears to Bed, Give Stock a Lift

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I

Ellison Privately Vows to Keep Enlarged Paramount’s Debt in Line
Bloomberg121d agoneutral
Ellison Privately Vows to Keep Enlarged Paramount’s Debt in Line

(Bloomberg) -- It began as a concession in private conversations to assuage wary credit analysts looking at Paramount Skydance Corp.’s blockbuster takeover of Warner Bros. Discovery Inc.: a verbal pledge by the Ellison family to do whatever it takes to slash debt at the combined company.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia

Oracle Project Jupiter Puts AI Growth And Debt Risks In Focus
Simply Wall St.122d agoneutral
Oracle Project Jupiter Puts AI Growth And Debt Risks In Focus

Oracle (NYSE:ORCL) has launched a high-profile Project Jupiter data center advertising campaign in New Mexico, highlighting economic and environmental benefits. The campaign emphasizes sustainable infrastructure spending, local job creation, and cooperation with regional utilities. At the same time, investors are watching Oracle's growing use of debt and private credit to finance rapid AI data center expansion. Some lenders are reportedly pulling back from this exposure, prompting questions...

Market Uncertainty? This High-Yield Energy Infrastructure Toll Booth Under $30 Is Best Buy Now
24/7 Wall St.122d agobullish
Market Uncertainty? This High-Yield Energy Infrastructure Toll Booth Under $30 Is Best Buy Now

With inflation still pinching household budgets and energy bottlenecks creating real chokepoints across the U.S. grid, the businesses that physically move molecules from wellhead to power plant have rarely looked more strategic. Pipelines act as literal toll booths in this environment, collecting fees on volumes locked into long-term contracts and insulated from day-to-day commodity price ... Market Uncertainty? This High-Yield Energy Infrastructure Toll Booth Under $30 Is Best Buy Now

Forget ServiceNow: 2 High-Growth Software Bargains to Buy on the Dip With Safer AI Exposure
24/7 Wall St.122d agobullish
Forget ServiceNow: 2 High-Growth Software Bargains to Buy on the Dip With Safer AI Exposure

Everyone wants to talk about ServiceNow (NYSE:NOW) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here’s what you should actually be watching. ServiceNow’s story is the same story every cycle. A premium software name catches the AI updraft, the multiple expands faster than the ... Forget ServiceNow: 2 High-Growth Software Bargains to Buy on the Dip With Safer AI Exposure

Why Dan Ives added these 2 tech stocks to his AI ETF
Yahoo Finance Video122d agoneutralVIDEO
Why Dan Ives added these 2 tech stocks to his AI ETF

Wedbush Securities managing director and global head of technology research, Dan Ives, joins Yahoo Finance to explain why he added Datadog (DDOG) and SK Hynix (000660.KS) to his IVES (IVES) exchange-traded fund (ETF).

Oracle’s AI Round Trip Revenue Raises Questions On Cloud Growth Quality
Simply Wall St.123d agoneutral
Oracle’s AI Round Trip Revenue Raises Questions On Cloud Growth Quality

Analysts are raising concerns about so called AI round trip accounting practices at Big Tech, including Oracle, where investments in AI startups reportedly cycle back as cloud revenue. These arrangements involve funding unprofitable AI groups such as OpenAI and Anthropic, which then commit to spend heavily on cloud infrastructure. While current rules allow this treatment, critics warn it may inflate reported cloud growth and obscure the underlying quality of revenue. For investors watching...

3 Large-Cap Stocks with Questionable Fundamentals
StockStory123d agoneutral
3 Large-Cap Stocks with Questionable Fundamentals

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.