Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Investing.com -- The Trump administration removed restrictions on TikTok use on federal government devices Monday after determining the social media app no longer presents a national security threat following the transfer of its US operations to American investors.
Recent price move and context for CPI FIM CPI FIM (BDL:ORCL) shares recently closed at €0.75, with the stock down over the past day and past 3 months but higher over the past month. Investors may reassess this Luxembourg based real estate owner’s risk and return profile. See our latest analysis for CPI FIM. Set against a weaker year to date share price return of 25% and a 1 year total shareholder return decline of 21.88%, CPI FIM’s recent 6.38% 1 month share price gain hints at stabilising...
Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.
Oracle (ORCL) is back in focus after CACI International said it will help implement Oracle Fusion HCM for a 10 year, nearly US$400 million federal HR modernization contract with the U.S. Office of Personnel Management. See our latest analysis for Oracle. For context, Oracle’s share price has just rallied 9.22% in a day and 18.25% over the past week, yet the year to date share price return is down 27.52% and the 1 year total shareholder return has fallen 43.89%. However, the 5 year total...
Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services. It’s against this backdrop that the Department of Veterans Affairs (VA) has expanded its relationship with Salesforce Inc. (NYSE:CRM). On July 24, Salesforce announced that it has secured a 3-year agreement with the […]
(Bloomberg) -- Jack Ma-backed OceanBase is seeking to raise money to help it operate more independently and bankroll its expansion into AI database services, according to people familiar with the matter. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeUEFA Considering Boycott of FIFA To
(Bloomberg) -- Larry Ellison and his family would be on the hook for $9.8 billion if Paramount Skydance Corp.’s deal to buy Warner Bros. Discovery Inc. falls apart.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeApple Set to Make Big Smart Home Push With Siri AI at CenterASML Slides on Report of China Starting DUV Tool ProductionParamount, which
(Bloomberg) -- For months, Big Tech has flooded debt markets with mega bonds that were initially snatched up by investors keen to get exposure to the artificial intelligence boom. As demand wanes and bubble concerns mount, those deals are becoming harder and costlier to get over the line. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeApple Set
Wall Street stocks are predicted to open sharply higher on Monday as a pause in US and Iranian attacks sent oil prices tumbling ahead of a massive week for markets, including a Federal Reserve meeting and earnings from several tech megacaps. Dow Jones futures were up 568 points, or 1.1%,...
Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.
Oracle Powers Higher After Landing Potential $7 Billion Federal Contract
Tech has been dropping for over a month under the weight of a host of worries. No, this agonizingly slow, tortured drawdown is because of five issues—none that haven’t been talked about plenty but laid out well by Sevens Report’s Tom Essaye. Tech has done a 180 and become a capital intensive sector, spending hundreds of billions this year alone.
A federal judge just froze David Ellison's dream of owning Hollywood's biggest studio, and the financial guarantee holding the deal together belongs to his father, whose personal fortune has been in freefall for months.
Despite rising debt levels, Oracle’s large backlog, lower valuation compared to peers, and a sector-wide increase amid lower inflation have boosted investor sentiment.
Jim Cramer pinpointed a single market variable that could either unlock NVIDIA's next surge or keep the stock in check, and it has nothing to do with earnings or tariffs.
CPI FIM (BDL:ORCL) has drawn attention after recent share price moves, with the stock flat over the past day but down over the past month and over the past 3 months. See our latest analysis for CPI FIM. Looking beyond the latest move, CPI FIM’s 30 day share price return is down 11.11% and the 90 day share price return is down 24%, while the 3 year total shareholder return is up 98.95%. This suggests longer term holders have seen a very different experience from recent momentum. If CPI FIM’s...
CPI FIM has delivered a strong 93.6% return over the past five years, yet the current valuation checks lean cautious, with the stock recently down over shorter time frames and scoring poorly on several metrics. Around 93.6% total return over five years suggests CPI FIM has rewarded patient shareholders, even though the share price has been weak more recently. The long term story for the stock may hinge on whether CPI FIM can keep translating its assets into consistent cash flow. At the same...
