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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Oracle (ORCL) Launches AI Native Builder For Fusion Applications
Simply Wall St.37d agoneutral
Oracle (ORCL) Launches AI Native Builder For Fusion Applications

Oracle (NYSE:ORCL) has introduced a next generation AI native builder experience for Fusion Applications. The launch centers on Fusion Agentic Applications, which run natively inside Oracle Fusion Cloud Applications. The new builder is designed for both business users and developers to create, deploy, and manage outcome focused agentic systems. For investors tracking Oracle, this launch sits at the intersection of cloud software and applied AI inside core enterprise workflows. Fusion...

Microsoft vs Oracle: One Thriving, One Burning Cash
24/7 Wall St.37d agoneutral
Microsoft vs Oracle: One Thriving, One Burning Cash

Both companies posted blockbuster AI cloud numbers, yet the market treated them like night and day. The reason comes down to a fundamental split in how each is funding its AI ambitions, and one balance sheet tells a story investors did not expect.

Larry Ellison Loses $60 Billion
24/7 Wall St.37d agoneutral
Larry Ellison Loses $60 Billion

Oracle's founder has watched his fortune collapse faster than any other billionaire on the planet this year, and the reason has Wall Street questioning whether the company can survive the AI arms race at all.

Bloomberg37d agobearish
Software Stocks Sink as IBM Miss Delivers ‘Devastating Blow’

(Bloomberg) -- Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions over the sector’s prospects.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoO

Workers just sent AI companies an ultimatum
TheStreet38d agoneutral
Workers just sent AI companies an ultimatum

Since the AI hiring correction took hold, tens of thousands of employees have watched their jobs disappear, despite the companies that cut them posting some of the strongest earnings in their history. Oracle (ORCL) eliminated 21,000 positions over the past year, even as its full-year adjusted ...

TKO stock in focus after UFC 329
Yahoo Finance Video38d agoneutralVIDEO
TKO stock in focus after UFC 329

Yahoo Finance Executive Editor Brian Sozzi and Markets and Data Editor Jared Blikre break down TKO Group Holdings (TKO) stock's recent moves following Conor McGregor's disappointing performance in UFC 329.