Notícias

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.

Scotiabank lowered its price target on Oracle to $215 from $241 while maintaining an ‘Outperform’ rating ahead of Thursday’s earnings report.

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.

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.

​📈 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.

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.

Both ORCL and ADBE are on the reporting docket this week, helping kick off the Q3 cycle. What can investors expect?

S&P 500 companies' second-quarter earnings growth continues to outpace early forecasts as the report

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.

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results from Jersey Mike's (JMKE), Oracle (ORCL), and Adobe (ADBE); August's Consumer Price Index (CPI) inflation data; and the possible IPO of AI giant Anthropic (ANTH.PVT).

US equity investors are expected to focus on August's inflation data and the Iran war this week as c

Despite macro headwinds and trade tariff concerns, retail sentiment on Stocktwits flipped to ‘bullish’ on SPY and QQQ.

The last big economic reports before the Federal Reserve’s next interest-rate decision take place later this week, with producer inflation on Thursday and the consumer price index on Friday. Traders recently were betting on a 60% chance of a rate hike at the Fed meeting Sept.

US stock futures slipped on Tuesday as rising oil prices and inflation jitters took focus at the start of the holiday-shortened week.

Brussels is asking questions about Oracle’s cloud licensing just as the company reports first-quarter results.

A $240 price target implies nearly 65% upside, but debt rating agencies warn a $42 billion cash drain looms ahead.

Wall Street is bracing for a verdict few can ignore

U. S. inflation figures, the European Central Bank’s interest-rate decision and developments in the Iran conflict are among the main events for markets this week, alongside earnings reports from Oracle (NYSE:ORCL) and Adobe (NASDAQ:ADBE).

The consumer price index release on Friday could be the most consequential economic data release in many years. Apple will hold an event, and we’ll see earnings from Casey’s General, Krogers, Academy Sports, and others.

Markets enter a holiday-shortened week focused on August inflation assessment with Friday's CPI report at 8:30am as the critical economic release. Tuesday's Oracle (ORCL) earnings test enterprise software spending resilience amid rate hike concerns.

A short week on the stock market sees the start of the Treasury's yield-management strategy, along with news from Apple, Oracle and Adobe.

Two questions are set to lead the week: Will the data push the Fed toward a rate hike, and what can Oracle tell Wall Street about the state of Big Tech's AI debt load?

2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year.

Options traders are bracing for a big move as investors look for proof that Oracle's heavy AI spending is paying off

Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.

Retail sentiment on Stocktwits remained ‘bearish’ on SPY and flipped to ‘bullish’ on QQQ.

From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.49% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.54%. E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini...