Tag: Oracle Corp
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The wealth of the world’s billionaires reached $15.1 trillion last year, per a new report
The global billionaire count hit a record of 3,795 people last year, with the biggest wealth gains for the richest of the rich, per a recent Altrata report.
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AI trade faces test with next week’s Oracle earnings
How Michael Khouw is playing ORCL ahead of earnings.
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Watch out: These stocks could succumb to margin pressure
Some companies may not be able to keep expanding their margins, according to Trivariate Research.
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This AI-linked stock has lagged its peers. Citigroup says shares can more than double
Oracle is due to gain ground after underperforming and lagging peers over the past three months, one analyst says.
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Here are Wednesday’s biggest analyst calls: Nvidia, SpaceX, Broadcom, SolarEdge, Nike, Oracle & more
Here are Wednesday’s biggest calls on Wall Street.
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Wall Street loves these high-yielding AI bonds. What income investors should know
Investors can grab sweet yields from hyperscaler bonds. Issuance has surged as the companies look to fund their artificial intelligence buildout.
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Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Stratification at the frontier model level will have consequences for partner companies, customers and suppliers, analysts say.
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‘Big Short’ investor Steve Eisman sees an Achilles heel in the AI boom
Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic.
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Marc Benioff gets a new operating chief, as Salesforce promotes Miguel Milano
Salesforce promoted revenue head and former Oracle executive Miguel Milano to role of operating chief.
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What more expensive corporate debt could mean for the AI buildout
Wider credit spreads are coming, and they will pressurize heavily indebted segments of the tech sector.
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