Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Space Exploration Technologies Corp. and Tesla Inc. CEO Elon Musk‘s net worth has surpassed the $1 trillion mark. Here’s how his fortune compares with the world’s top billionaires. Elon Musk Surpasses $1 Trillion According to the Forbes Billionaires list, Musk’s...
Microsoft Halts Oracle Data Center Talks in Major Security-Driven Split
Janus Henderson Investors, an investment management company, released its “Forty Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Fund returned -12.25% in the quarter, underperforming the Russell 1000 Growth Index (-9.78%). Despite this, its 10-year annualized returns are approximately 15%. The recent quarter’s challenges stemmed from volatility and stock selection […]
Oracle points out that the demand for data center graphics cards remains robust, suggesting that Nvidia should be able to sustain its healthy growth rate
Oracle (ORCL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Bloom Energy's AI data center power deals with Brookfield and AEP spotlight its growth story, while M-tron faces valuation and execution risks.
Ed Zitron, journalist and infamous AI bear, got his hands on newly leaked OpenAI financials that give the term "cash burn" a whole new meaning.
Bloom's story is a microcosm of how the AI-bearish economists & analysts have missed the fundamental demand drivers
This AI cloud and database giant sold off, but could it have the most upside of any AI stock?
Oracle (NYSE:ORCL) has launched OPERA Cloud Assistant, an AI-powered toolkit designed to automate hotel operations, guest engagement, and revenue management. The new assistant is available at no additional cost to existing OPERA Cloud customers. Loews Hotels has gone live with an advanced integration that uses Oracle OPERA Cloud as its data backbone, supporting more than 1,000,000 guest interactions each month. Oracle, trading at $188.33, is adding a fresh hospitality angle to its AI story...
Microsoft has reportedly abandoned talks with Oracle to lease $3 billion in AI computing power after a stalemate over federal security regulations.
Oracle stock may have underperformed the market over the past year, but it could deliver terrific gains by accelerating the conversion of its massive backlog into revenue.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.89%. June E-mini S&P futures (ESM26 ) fell -0.60%, and June E-mini Nasdaq futures...
June 16 (Reuters) - Microsoft's discussions with Oracle regarding a cloud infrastructure leasing deal, potentially valued at more than $3 billion, have fallen apart due to security and compliance
Oracle said on Tuesday that details in a Business Insider report on the collapse of its discussions with Microsoft over a potential leasing deal were inaccurate. The report had said that Microsoft's discussions with Oracle regarding a cloud infrastructure leasing deal have fallen apart due to security and compliance concerns. Microsoft did not immediately respond to a request for comment on the report, which cited people familiar with the matter.
New OPERA Cloud features aim to automate operations, improve pricing decisions and boost hotel efficiency.
CleanTech Vanadium Mining (CTV.V) on Tuesday launched a non-brokered private placement of share unit
INTU trades below peers after a sharp 3-month drop, but AI-driven growth and higher fiscal 2026 guidance fuel debate.
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s institutional Class shares fell –6.05%, outperforming the S&P Global 1200 Information Technology Index, which declined –6.57%. Positive performance was mainly due […]
Our 24/7 Wall St. price target for DTE Energy (NYSE:DTE) is $161.25 over the next 12 months, implying 9.38% upside from the current price of $147.42. I rate DTE a buy with high confidence. The hyperscaler data center pipeline, expanded capital plan, and constructive Michigan regulatory backdrop give this defensive utility a credible path to ... DTE Energy Emerges as a Top AI Infrastructure Beneficiary
Salesforce's record cash flows, rising margins and $50B buyback plan highlight its capacity to reward shareholders while investing in growth.
(Bloomberg) -- STMicroelectronics NV is looking to raise $1.5 billion from selling debt that can be exchanged into equity after the chipmaker’s shares tripled in value so far this year. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It Is to Reopen Horm
Oracle (NYSE:ORCL) secured a US$395.8 million contract with the U.S. Office of Personnel Management to provide an AI-powered HR cloud platform. The deal will support consolidation of HR systems for more than 100 federal agencies onto a single Oracle cloud environment. The Centre for Addiction and Mental Health adopted Oracle Fusion Cloud Applications to run core operational and administrative functions. For investors watching Oracle, these new contracts highlight how the company’s cloud and...
Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 5.7% in the afternoon session after yields fell as the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.
Oracle Corporation (NYSE:ORCL) is included among the 14 Best S&P 500 Stocks to Buy Now According to Analysts. Oracle Corporation (NYSE:ORCL) is a global leader in AI, delivering the cloud infrastructure, data, and applications that organizations across the world trust to successfully achieve business outcomes at scale. On June 11, DA Davidson boosted its price […]
The market is rightly focused on the company's struggles in do-it-yourself tax, but it might be missing a massive and much more lucrative business taking over from within.
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