Notícias

The cloud gaming sector is poised for substantial growth, particularly within the traveler segment, as advancements in 5G technology, edge computing, and increased travel fuel demand for entertainment on the go. Projections indicate the market will grow from $3.2 billion in 2025 to $4.1 billion in 2026, with expectations to reach $11.03 billion by 2030. This expansion is driven by factors such as enhanced mobile connectivity, widespread adoption of portable gaming devices, and rising interest...

Workday (WDAY) raised the low end of its full-year subscription revenue outlook after the finance an

C3.ai is focused on delivering AI software, while Oracle is an AI infrastructure play.

A powerful business engine has fueled this data stock's long-term run, but a recent pullback forces every investor to ask if the ticket price already accounts for the journey ahead.

Citi's software research chief just called Oracle's brutal summer selloff a rare statistical anomaly and went on CNBC to argue the stock belongs in your portfolio. But his own reasoning contains a contradiction that changes everything about the trade.

Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn’t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a “positive catalyst watch” on Oracle shares Thursday.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

The correlation to the index is high, the five-year record shows wider swings for slightly less return, and neither of those says diversification.

Eurozone private sector credit growth is gaining pace, which points to households and businesses feeling more confident about borrowing for spending and investment. That kind of backdrop can support companies with healthy balance sheets and room to grow earnings. The Healthy high growth potential screener filters for exactly that mix. This article highlights 3 stocks from the screener that fit this theme and merit a closer look. The stocks covered in the article below are just a small sample,...

Snowflake's product revenues jump 34% to $1.33B as AI adoption and customer growth drive a higher fiscal 2027 revenue outlook.

Nvidia reported blowout fiscal Q2 results, but under the surface was the budding growth it's having with a major partner: SpaceX.

Oracle cratered nearly 40% over the past year while quietly assembling a backlog that dwarfs its annual revenue, and now a single earnings date separates the stock from a potential breakout or a painful setback.

The supply bottleneck management used to name has gone quiet, and what replaced it changes the kind of company you own.

Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn’t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a “positive catalyst watch” on Oracle shares Thursday.

SpaceX. tock rose early Thursday, helped, like much of the market, by Nvidia’s earnings. Shares of Elon Musk’s rocket and AI company rose 0.6% to $140.47 in premarket trading, while futures were up 0.4% and futures were down 0.1%. futures were the strongest, up 1%, thanks in part to Nvidia’s strong quarterly results.

Apple's rare Bay Area layoffs hit Vision Pro and Siri teams amid AI shake-up

have been highlighted in this Industry Outlook article.

Citi said that it had added an "upside 90-day catalyst watch" on Oracle while keeping a ‘Buy’ rating on the shares with a $330 price target.

Michael Burry expanded his Nvidia short, then bought December calls as a hedge ahead of earnings, calling the stock overvalued.

Oracle stock has delivered a 77.0% total return over the past five years, yet recent share price weakness this year sits alongside valuation checks that still point to it screening as cheap on several measures. With the stock last closing at US$148.87 and recent news flow focused on large cloud and AI related contracts, many investors are reassessing what a fair price looks like for Oracle today. Over five years Oracle has returned 77.0%, which places the current pullback into a longer...

The market has punished Oracle's stock like a laggard, even as its valuation multiple sits near the top of its peer group and profitability remains strong.

The $330 target promises a dramatic recovery, but Oracle's negative free cash flow keeps the burden of proof unusually high.

The “Big Short” investor says his theoretical value for Nvidia is “much lower than today’s market value” as he sees a short run for its monopoly power.

The market is offering a creative software giant at a steep discount, but the price tag comes with a question about the company's next chapter.

Some of NVIDIA Corporation (NASDAQ:NVDA)’s largest customers have been told that prices of servers ‌containing its AI chips will rise by more than 15%, according to a Bloomberg News report from August 22. The increases will go into effect on systems ⁠shipped early next year and will include those with the flagship Vera Rubin and […]

Oracle (NYSE:ORCL) Chief Executive Officer Mike Sicilia said artificial intelligence is reshaping customer conversations, software development and the company’s approach to selling cloud applications, database technology and infrastructure. Speaking at the Deutsche Bank Technology Conference, Sicil

Oracle Shares Gain After Citi Sees Potential Turnaround in Cloud Growth

The S&P 500 Index ($SPX ) (SPY ) is down by -0.02% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.10%. E-mini S&P futures (ESU26 ) are down -0.03%, and September E-mini...

Citi says the bad news is priced in -- and now it's time to buy Oracle stock.

The firm sees AI demand setting up a potential rebound.