Notícias

Stripe has promoted chief revenue officer Eileen O'Mara to vice chair — effectively making her the payment giant's top exec besides the founding Collison brothers.

Oracle Corporation (NYSE:ORCL) is one of the Best Data Center Stocks That Are Cheaper Than the S&P 500. Recently, on June 15, Mizuho reiterated an Outperform rating on Oracle Corporation (NYSE:ORCL) with a price target of $320. The rating comes after the company reported record quarterly revenue during its fiscal Q4 2026 earnings. ​During the […]

Intuit gains momentum in the $90B mid-market with AI-powered QuickBooks, financing tools and workforce solutions as adoption accelerates.

Here’s a way to collect an attractive upfront premium from Adobe now, which immediately lowers your effective entry price while lining up a chance to own this creative software giant at a price well below today's.

PENG tops ORCL in this AI infrastructure faceoff, backed by AI/HPC momentum, memory growth and lower capital intensity.

Oracle’s remaining performance obligations (RPOs) now exceed those of Alphabet and Microsoft and have also surpassed the company’s own market value.

Oracle’s earnings report shows spending on data centers and AI infrastructure isn’t slowing down.

Oracle Corp. stock fell after its June 10 earnings release, even as operating cash flow rose from negative free cash flow. It also projects 25% higher capex next fiscal year, and a $20 billion equity raise.

A record rush to raise cash is bankrolling the AI build-out. But the companies tapping the market aren't all in the same financial shape.

Chip stocks are still hot, but one ETF stands out as the better choice given current conditions.

Oracle Corporation (NYSE:ORCL) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. During the episode, a caller inquired about the stock, and Cramer replied: It’s got so much debt. See, that’s a problem… Like, Vertiv doesn’t […]

Microsoft Corporation (NASDAQ:MSFT) is one of the best falling stocks to invest in, according to analysts. On June 17, Microsoft Corporation (NASDAQ:MSFT) stock edged lower amid reports it had abandoned plans to lease an Oracle Data center. The tech giant has reportedly withdrawn from a deal that might have been worth more than $3 billion […]

CPI FIM (BDL:ORCL) recently drew investor attention after a daily share move that left returns mixed, with the stock down 4.5% over one day but slightly higher over the past month. See our latest analysis for CPI FIM. Zooming out, CPI FIM’s recent 6.33% 7 day share price return contrasts with its weaker year to date share price return. The 3 year total shareholder return of 108.96% hints at longer term resilience. If CPI FIM’s moves have you thinking about what else is out there, this could...

Wall Street has a new favorite trade: lending money to artificial intelligence. NVIDIA, Alphabet, Amazon, and Oracle have all rushed into debt markets to raise hundreds of billions of dollars to fund data centers, chips, and AI infrastructure. Investors have been lining up to buy, and the demand ...

DTE Energy (NYSE:DTE) is approaching its 52-week high after a strong first half of 2026, and the hyperscaler tailwind keeps building. With shares at $147.19 and a 52-week high of $153.72, our 24/7 Wall St. price target points to $155.41 by year-end 2026, implying roughly 10.76% upside on a 12-month view. The recommendation is buy ... Nearing 52-Week High, This is Where DTE Energy Will End The Year

Kelly Kinzer, the company's global head of construction and surety, told Bloomberg that securitisation products – which would channel data centre risk to a wider base of investors – do not yet exist in any meaningful form.

If peace does indeed hold, there will likely be a continuing market rally in the weeks ahead. It’s a big deal. Meanwhile, Oracle Corp. (ORCL) reported earnings recently into a market that had recently soured on the AI trade after Broadcom Inc. (AVGO) earnings the week before, writes Tom Hutchinson, editor of Cabot Income Advisor.

GitLab's rapid revenue growth and Oracle's robust margins highlight two distinct approaches to digital transformation and risk management.

(Bloomberg) -- Meta Platforms Inc. has secured new agreements to get AI computing power from data center developer Crusoe, bolstering the infrastructure it needs to support an ambitious artificial intelligence expansion.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USNYC Greek Eatery Ki

Salesforce (NYSE: CRM) and Oracle (NYSE: ORCL) both delivered fresh earnings inside a three week window, and the contrast is striking. Salesforce sells AI agents that sit on top of customer data. Oracle sells the cloud plumbing those agents increasingly run on. Both are leaning into generative AI, but the way each one funds, prices, ... Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?

$1.3 trillion S&P 500 companies reported that level of capex for 2025, according to data compiled by S&P Global Market Intelligence. That figure includes $412 billion for just five large hyperscalers: Alphabet, Amazon, Meta, Microsoft and Oracle.

Oracle's AI spending plans rattle investors, but strong cloud growth, AI demand and ETF exposure keep the tech giant in focus.

The 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $561.83 over the next 12 months. With AMD trading at $507.29 after a brutal 7.3% single-day reset on June 16, our proprietary model still points to roughly 10.75% of upside from here. Our recommendation is buy, with a confidence level of 90%. The ... UP 280% YTD, Will AMD’s Rally Continue?

Oracle’s (NYSE:ORCL) stock has been through the wringer over the past year, but the long-term AI infrastructure story has only gotten more concrete. After the Q4 FY2026 earnings report on June 10, 2026, shares actually slipped, drawing attention to the gap between capital intensity and the backlog underneath. Our 24/7 Wall St. Price Target for Oracle ... Prediction: Oracle Will Trade at This Price in 2027

(Bloomberg) -- Paramount Skydance Corp.’s proposed takeover of Warner Bros. Discovery Inc. just won crucial US approval — but with many hurdles remaining, traders still see opportunity to profit from how this $110 billion transaction will play out.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reache

For an investor in Oracle (ORCL), the headlines are dizzying. The company is signing AI infrastructure contracts by the tens of billions and has built a backlog of future business that seems to defy gravity. Yet the stock has been under pressure, down 12.2% over the past year, suggesting the market sees more to the story.

The company is deliberately sacrificing predictable profits for a long-term vision, but the timing of this high-stakes bet introduces its own unique risks.

Oracle’s (ORCL) stock is up by over 120% since the beginning of 2023. That is great for Oracle. But wait a minute, IBM’s (IBM) stock is up a comparatively lower 91% during the same period. Hard to believe, but Oracle’s stock appreciation is well ahead of IBM’s stock. This is despite the stark contrast in how both companies generate cash. Over the trailing twelve months, IBM consistently generated massive free cash flow, pulling in a highly robust $12.2 billion. Oracle, over its most recently rep

Companies In The Article Are:LZB,LION,NFLX,ORCL,TWWO

Talks for a potential $3b+ cloud infrastructure leasing partnership between Oracle and Microsoft reportedly fell apart over security certification requirements for U.S. government workloads. Reports indicated that Oracle did not agree to add FedRAMP security certification, which is commonly required for regulated public sector contracts. Oracle publicly disputed the characterization of events and emphasized that Microsoft remains both a customer and a partner. Oracle (NYSE:ORCL), trading at...