Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
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.
The speed of delivery is vital in the race for AI supremacy.
Today Apple iPhone event: The tech giant is expected to unveil its latest iPhone, the first major product launch for the company under new CEO John Ternus. U.S. Treasury: 10-year note auction, plus an indication of how much longer-term debt the Treasury plans to buy back under its new expanded buyback plan.
Chinese leader Xi Jinping and President Donald Trump are set to meet later this month in yet another bid to stabilize the relationship—and extend a a truce struck last fall. The planned Sept. 24 meeting in Washington D.C., which Beijing has still yet to confirm, will mark Xi’s first trip to the capitol in more than a decade. It follows Trump’s trip to Beijing last May, when the two dialed down tensions following months of tariff threats and, among other things, export restrictions.
Enterprise software giant Oracle (NYSE:ORCL) will be reporting results this Thursday after the bell. Here’s what investors should know.
Oracle, Merck and Union Pacific lead today's stock reports, with cloud growth, drug sales and rail strength driving their investment stories.
Both ORCL and ADBE are on the reporting docket this week, helping kick off the Q3 cycle. What can investors expect?
Investors regained their optimism for Oracle's big AI bets, at least temporarily.
NOW's AI growth, strong subscription gains and broader demand are offset by stiff competition, margin pressure and a premium valuation.
Investors see Oracle's fortunes as tied to OpenAI's success, and the new ChatGPT-6 Astra model appears to be winning over users and tech experts
Oracle is building an AI empire, but at what cost?
S&P 500 companies' second-quarter earnings growth continues to outpace early forecasts as the report
SNOW's AI Data Cloud, rising enterprise adoption and 37% product revenue growth bolster its cloud analytics push against Dell Technologies and Oracle.
Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.
Oracle has underperformed the tech sector over the past year, but its fortunes can turnaround thanks to a robust revenue pipeline.
Investors are no longer grading Oracle on demand. They are grading it on how demand gets financed.
AI cloud infrastructure names are moving higher Tuesday morning after a sell-side re-rating on Oracle (NYSE:ORCL) reignited enthusiasm across GPU cloud peers. Morgan Stanley’s price target raise is the day’s catalyst, and it’s pulling CoreWeave (NASDAQ:CRWV) along with it as investors extend their AI infrastructure exposure across both hyperscale and pure-play GPU cloud names. The […]
CRM's 34% monthly rally is backed by stabilizing growth, surging Agentforce ARR and a valuation below major enterprise software rivals.
The firm expects Oracle to beat estimates as roughly 1 gigawatt of new cloud capacity comes online ahead of fiscal first-quarter earnings.
Tech stock coverage for the week of Sept. 7.
Oracle's stock has dropped nearly 28% over the past year, yet one investor keeps hitting the buy button on every leg lower. The reason sits inside a structural bet on cloud infrastructure that most Wall Street reflexes completely overlook.
Stock Market Today: The Dow Jones index declined 400 points Tuesday, as oil prices jumped on continued U.S.-Iran attacks.
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.
