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Tech Compression Dragged Oracle Stock to $175, but Its Unbelievable $638 Billion AI Backlog Makes It an Automatic Buy
24/7 Wall St.57d agobullish
Tech Compression Dragged Oracle Stock to $175, but Its Unbelievable $638 Billion AI Backlog Makes It an Automatic Buy

Oracle (NYSE:ORCL) at $175 looks compelling on the data. The stock has been pulled into the broader software compression trade even as its Q4 report revealed a $638 billion AI backlog that locks in years of forward revenue. Oracle sells database software, enterprise applications such as Fusion and NetSuite, and Oracle Cloud Infrastructure (OCI), which ... Tech Compression Dragged Oracle Stock to $175, but Its Unbelievable $638 Billion AI Backlog Makes It an Automatic Buy

Is Amazon a Buy? Nearly Every Analyst Says Yes
24/7 Wall St.57d agobullish
Is Amazon a Buy? Nearly Every Analyst Says Yes

Amazon (NASDAQ:AMZN) just delivered its fastest AWS growth in 15 quarters, yet shares have pulled back from recent highs. With analyst consensus overwhelmingly bullish, our proprietary model offers a clear read on whether this dip is a gift or a warning. The 24/7 Wall St. Price Target for Amazon Our 24/7 Wall St. price ... Is Amazon a Buy? Nearly Every Analyst Says Yes

Autodesk (ADSK) Stock Gets Fair Value Trim After Q1 Beat And MaintainX Deal
Simply Wall St.57d agobullish
Autodesk (ADSK) Stock Gets Fair Value Trim After Q1 Beat And MaintainX Deal

Autodesk's updated fair value estimate of US$318.53, slightly below the prior US$319.27 level, reflects only a marginal adjustment to the analyst price target framework. This tweak comes as researchers balance solid Q1 results, the planned US$3.6b MaintainX acquisition, and shifting sector multiples against questions on the pace of the core business. As you read on, you will see how these moving parts shape the evolving Autodesk story and what to watch to stay in step with the next round of...

Citi Maintains Buy Rating for Chewy Inc. (CHWY)
Insider Monkey57d agobullish
Citi Maintains Buy Rating for Chewy Inc. (CHWY)

Chewy Inc. (NYSE:CHWY) is one of the 10 oversold stocks offering high upside. On June 12, Citi reaffirmed a Buy rating for Chewy Inc. (NYSE:CHWY) while reducing the price target from $37 to $31. Despite the downward adjustment, the estimated price target still results in an upside of almost 75%. According to the firm, the […]

Forget SpaceX: 1 Unstoppable AI Cash Machine to Buy Hand Over Fist
24/7 Wall St.57d agobullish
Forget SpaceX: 1 Unstoppable AI Cash Machine to Buy Hand Over Fist

Every retail trader on Reddit, X, and CNBC is fixated on SpaceX (NASDAQ:SPCX), the long-awaited Musk rocket IPO that prediction markets already value at roughly $1.17 trillion before the first share has cleared a public auditor. But here’s what you should actually be watching. The SPCX trade is a single-narrative bet wrapped around one personality, ... Forget SpaceX: 1 Unstoppable AI Cash Machine to Buy Hand Over Fist

Jim Cramer on SoFi: “I Continue to Believe It’s Time to Buy”
Insider Monkey57d agobullish
Jim Cramer on SoFi: “I Continue to Believe It’s Time to Buy”

SoFi Technologies, Inc. (NASDAQ:SOFI) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Answering a caller’s query about the stock, Cramer said: Okay, so SoFi, I didn’t like it at $28. It came down. First, I liked […]

Jim Cramer Says “This Is a Terrific Level to Buy American Express”
Insider Monkey57d agobullish
Jim Cramer Says “This Is a Terrific Level to Buy American Express”

American Express Company (NYSE:AXP) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. During the episode, a caller inquired if the stock is a “good buy,” and Cramer said: This is precisely the level where I want […]

Jim Cramer Says Micron Needs a Massive Beat and Raise to Keep Soaring
Insider Monkey57d agobullish
Jim Cramer Says Micron Needs a Massive Beat and Raise to Keep Soaring

Micron Technology, Inc. (NASDAQ:MU) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted what the company needs for its stock to go higher, as he commented: Alright, after the close, we get the most consequential […]

Jim Cramer on FedEx: “Buy It, Put It Away”
Insider Monkey57d agobullish
Jim Cramer on FedEx: “Buy It, Put It Away”

FedEx Corporation (NYSE:FDX) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer noted that the company is a “juggernaut under Raj,” as he commented: After the close Tuesday, we get results from FedEx. Now, I’ve been […]

Jim Cramer on Carnival Corporation: “Never Told Anyone Not to Buy It”
Insider Monkey57d agobullish
Jim Cramer on Carnival Corporation: “Never Told Anyone Not to Buy It”

Carnival Corporation & plc (NYSE:CCL) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer called it “pretty lucrative,” as he remarked: Not a lot of corporate news next week, but still enough to parse. One of […]

3 Reasons to Avoid SSTK and 1 Stock to Buy Instead
StockStory57d agobullish
3 Reasons to Avoid SSTK and 1 Stock to Buy Instead

Over the past six months, Shutterstock’s shares (currently trading at $16.04) have posted a disappointing 13.3% loss, well below the S&P 500’s 8.5% gain. This was partly driven by its softer quarterly results and may have investors wondering how to approach the situation.

Target (TGT) Pilots DirecTV Ad Partnership To Link Video Ads With Purchases
Simply Wall St.57d agobullish
Target (TGT) Pilots DirecTV Ad Partnership To Link Video Ads With Purchases

Target's retail media arm, Roundel, is piloting a new data-driven advertising partnership with DirecTV Advertising. The collaboration links premium video ads to actual in-store and online purchases at Target. Danone is participating as a pilot client, with broader industry involvement planned. Target, traded as NYSE:TGT, is moving further into retail media by pairing its shopper insights with DirecTV Advertising's premium video inventory. The pilot is designed to connect ad exposure on...

Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?
24/7 Wall St.57d agobullish
Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?

Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation past the point where even flawless execution can justify the price. Bloom builds solid oxide fuel cell systems that generate on-site power for ... Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?