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Oracle poised for OCI breakout as AI tailwinds build ahead of Q4 print
Proactive109d agoneutral
Oracle poised for OCI breakout as AI tailwinds build ahead of Q4 print

Oracle Corp (NYSE:ORCL, XETRA:ORC) is approaching its fiscal fourth-quarter earnings with analyst expectations running high, as cloud infrastructure growth looks poised to reaccelerate on the back of AI-driven demand and easing capacity constraints. Jefferies analysts maintained a Buy rating...

Activism in 2026: Seward & Kissel Partners Randall Adams & Mark Garibyan, Live at NYSE
CorpGov.com109d agoneutral
Activism in 2026: Seward & Kissel Partners Randall Adams & Mark Garibyan, Live at NYSE

Watch NYSE Fireside Below, or Click HERE: CorpGov hosted a fireside chat on June 2 from the floor of the New York Stock Exchange with Randall Adams and Mark Garibyan, Partners at Seward & Kissel LLP. The in-person interview was joined by Editor-at-Large Jarrett Banks, and they discussed why 2026 shareholder activism remains strong with growing focus […] The post Activism in 2026: Seward & Kissel Partners Randall Adams & Mark Garibyan, Live at NYSE appeared first on CorpGov.

Oracle (ORCL) Draws Bullish Long-Term View on AI Cloud Infrastructure Growth
Insider Monkey109d agoneutral
Oracle (ORCL) Draws Bullish Long-Term View on AI Cloud Infrastructure Growth

Oracle Corporation (NYSE:ORCL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Wall Street appears somewhat cautious heading into Oracle’s 4Q print. On June 2, Scotiabank analyst Pat Colville raised the price target on the stock to $290 from $215, reiterating a Sector Outperform rating. Following a 71% […]

Oracle's cloud pivot remains a high-risk bet
TheStreet109d agoneutral
Oracle's cloud pivot remains a high-risk bet

I've watched plenty of companies chase a hot trend and spend their way into trouble. The story usually looks thrilling on the way up and painful on the way down. Oracle is the latest name testing that thesis. The software giant is pouring tens of billions of dollars into data centers to grab a ...

Software Shows the Stock Market’s Rise Is More Rational Than You Think
Barrons.com109d agoneutral
Software Shows the Stock Market’s Rise Is More Rational Than You Think

Investors pivoted away from skyrocketing tech stock as the Nasdaq fell more than 4% in a single session on Friday. Today I’m breaking down why I think the market’s meteoric rise is still rational, and how the software sector proves that investors are grounded in reality. The question came one day after Marvell Technology stock added 33% in its best single trading session ever, boosted by public comments from Nvidia CEO Jensen Huang that the company would someday be worth $1 trillion.

Quantum Blockchain CEO: 'Now we are finally ready and we are generating the data'
Proactive109d agoneutralVIDEO
Quantum Blockchain CEO: 'Now we are finally ready and we are generating the data'

Quantum Blockchain Technologies PLC (AIM:QBT, FRA:BYA1) CEO Francesco Gardin tells Proactive's Stephen Gunnion that the company has completed the key integration work on a new ASIC manufacturer's mining rig - and the data needed to train its Method C AI Oracle is now flowing. Gardin compares the process to a Formula One driver learning a new circuit: the Oracle needs a complete data picture from the new hardware before it can be effectively trained. "Now we are finally ready and we are generating the data," he says, with sufficient historical data for training expected by end of week. Fine-tuning follows next, with the company continuing to target end of June for completion of this phase and deployment on a live mining pool. #QuantumBlockchainTechnologies #QBT #FrancescoGardin #AIOracle #ArtificialIntelligence #BitcoinMining #ASICMining #BlockchainTechnology #CryptoMining #MachineLearning #MiningRig #CryptoTechnology #Bitcoin #Fintech #ProactiveInvestors

Oracle’s Early AI Role Could Influence Long Term Government Cloud Growth
Simply Wall St.110d agoneutral
Oracle’s Early AI Role Could Influence Long Term Government Cloud Growth

Oracle is being positioned as a potential early partner to access advanced AI models under the U.S. presidential executive order on AI. The move highlights Oracle's existing role as a trusted provider of federal cloud and data infrastructure. This development could influence how Oracle works with government agencies on secure, high performance AI systems. For investors tracking NYSE:ORCL, this AI-related policy angle adds another layer to a stock that has already recorded long term gains of...

SpaceX IPO, Oracle earnings, May CPI: What to watch this week
Yahoo Finance Video110d agoneutralVIDEO
SpaceX IPO, Oracle earnings, May CPI: What to watch this week

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including SpaceX's (SPAX.PVT) long-awaited mega-IPO, earnings from Adobe (ADBE) and Oracle (ORCL), and the latest inflation data in the form of May's Consumer Price Index (CPI) report.

Is Arista Networks, Inc. (ANET) A Good Stock To Buy Now?
Insider Monkey110d agobullish
Is Arista Networks, Inc. (ANET) A Good Stock To Buy Now?

Is ANET a good stock to buy? We came across a bullish thesis on Arista Networks, Inc. on Compounding Lab’s Substack. In this article, we will summarize the bulls’ thesis on ANET. Arista Networks, Inc.’s share was trading at $158.01 as of May 26th. ANET’s trailing and forward P/E were 54.30 and 43.86 respectively according to Yahoo […]