Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Today Earnings (a.m.): Macy’s Earnings (p.m.): Oracle, Adobe Economic data: PPI producer inflation data for August, 8:30 a.m. ET; existing home sales for August, wholesale inventories for July, weekly jobless claims and crude-oil supply data Central banks: ECB interest-rate decision U.
Oracle's AI cloud boom faces off against Adobe's AI push as investors weigh faster growth at Oracle against Adobe's steep valuation discount.
The software giant plans to pay out about $70 billion in cash this fiscal year. Last year, its business produced $32 billion.
Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle’s global AI infrastructure using HPE Juniper Networking across Oracle Cloud Infrastructure (OCI) data centers. The partnership builds on over a decade of joint engineering, leveraging HPE’s routing and switching platforms to support OCI’s expanding gigawatt-scale GPU […]
Oracle is scheduled to report earnings after the closing bell Thursday, with traders anticipating a big move from the database and cloud infrastructure giant’s stock.
Oracle Corp‘s multibillion-dollar AI infrastructure buildout has spent the past year under intense investor scrutiny, with concerns centered on soaring capital expenditures and negative free cash flow. But according to one veteran technology analyst, the debate is shifting. The bigger...
Nvidia CEO Jensen Huang told Commerce Secretary Lutnick at a G20 event that the AI infrastructure buildout will reach tens of trillions of dollars -- far beyond current company capex -- comparing it to metered energy infrastructure sold by the token.
Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is still climbing, and the company has already told shareholders what it expects that to do to fiscal 2027.
Every “hyperscaler” is playing to win, whatever that means. They’ll still survive if the fortunes they’re spending on data centers earn lousy returns. But one to watch is Oracle, which reports quarterly results Thursday afternoon.
Oracle is set to report its fiscal Q1 earnings on Sept. 10. Here’s how the data suggests you should play ORCL shares heading into the quarterly print.
Oracle and Adobe are arguably the two biggest highlights of this week's earnings lineup, with both software giants set to report their quarterly results after the market closes on Thursday, September 10.
The $175 strike is drawing attention before Thursday's earnings report.
Thursday's report must show that enormous contracts are becoming cloud revenue without creating an even larger financing burden.
Scotiabank lowered its price target on Oracle to $215 from $241 while maintaining an ‘Outperform’ rating ahead of Thursday’s earnings report.
OpenAI just raised its compute spending target by 25% and still calls itself short on capacity, which puts Oracle's $638 billion backlog and a bleeding cash flow statement on a collision course investors cannot afford to ignore.
Oracle and Amazon just posted record cloud backlogs while their free cash flow turned negative, and a single Fed decision this month could determine whether their trillion-dollar AI buildouts become strokes of genius or catastrophic overextensions.
Oracle just staged a dramatic comeback after cratering more than 50% from its highs, and Wall Street is divided on whether the $638 billion backlog signals a generational opportunity or a capital spending trap waiting to spring.
Oracle, Merck and Union Pacific headline fresh research, while microcaps CVD Equipment and Koil Energy show strong gains with distinct growth drivers.
CRM's Agentforce ARR tops $1.5B as AI adoption surges, but its scale still points to steady rather than explosive revenue acceleration.
Rising bond yields, U.S. inflation data and an expected ECB hike put global markets in focus, while Hitachi, Interactive Brokers and Siemens Energy stand out.
Oracle's $638B backlog and rapid cloud growth face a crucial test as investors weigh its heavy capex, financing needs and OpenAI exposure.
OpenAI’s new AI model proves the firm’s technology is still on track. It’s also good news for Oracle and SoftBank.
CoreWeave (CRWV) stock closed Tuesday, September 8, 2026, at $99.83, up 11.7% on the session. A move that size usually follows something the company said or did. This one did not, and where it came from instead tells you more about what you own than the number does.
A bold Wall Street call raises the stakes before earnings
Adobe and Oracle both report earnings soon, but one carries a debt load that could turn a portfolio anchor into a leveraged bet on AI infrastructure holding together. Knowing which one retirement investors should trust changes everything about how to position right now.
Oracle has shed a third of its value while booking a backlog that no software company has ever matched, and the reason that gap exists is exactly what divides Wall Street right now.
📈 Follow our live markets data and coverage. Google co-founder Larry Page reportedly told employees that he’s “willing to go bankrupt rather than lose this race.” Amazon founder Jeff Bezos called AI an “industrial bubble” that’s seeing good and bad projects get funded, just like in the dot-com boom.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
