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 -- UBS maintained "buy" ratings on three major cloud providers as their combined revenue rose to $84.8 billion in the first quarter of 2026, up 39% from a year earlier, marking a 15-percentage-point acceleration from the growth rate recorded in the same period last year.
The highly anticipated SpaceX IPO, Oracle earnings, and inflation data will keep investors busy this week.
Tesla is integrating artificial intelligence (AI) into its solutions rather than relying on it to drive revenue growth. That could be good news over the long term if the AI bubble bursts.
Bloom Energy (BE) is drawing fresh attention as multi gigawatt fuel cell deals for AI data centers with Oracle and Brookfield coincide with strong quarterly results, higher guidance, and management’s commitment to growth without new equity. See our latest analysis for Bloom Energy. Despite a recent pullback, including a 1 day share price return that fell 9.53% and a 30 day share price return down 7.66%, Bloom Energy’s 90 day share price return of 94.99% and very large 1 year total shareholder...
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 8% in the afternoon session after a stronger-than-expected jobs report signaled that the Federal Reserve may keep interest rates higher for longer.
The 2026 Q2 earnings season will take the spotlight when the big banks report their results in mid-July. But we will already have seen fiscal May-quarter results from almost two dozen companies by then. What can investors expect?
In the last five years, Oracle (ORCL) stock has returned a notable $54 Bil back to its shareholders through cold, hard cash via dividends and buybacks. That is not a small feat for a company that has simultaneously been funding one of the more aggressive infrastructure build-outs in enterprise tech. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.
US stocks (^DJI, ^IXIC, ^GSPC) sink in Friday trading, the Nasdaq Composite leading losses and closing over 1,100 points lower (4.18%). The market is reacting to May's overwhelmingly positive labor data — 172,000 jobs added the US economy vs. estimates of 88,000 — raising investor concerns that the Federal Reserve may be inclined to hike interest rates. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the day's biggest market moves.
Arm Holdings (NasdaqGS:ARM) CEO flagged major hurdles for global chip export controls, saying AI CPU shipments to China are extremely difficult to fully restrict. The CEO also highlighted rapid data center CPU adoption, with ByteDance and Oracle using Arm based AGI CPUs in their AI data centers. These comments point to both regulatory complexity around AI hardware exports and deeper penetration of Arm designs in large scale AI infrastructure. For investors watching Arm Holdings at a share...
In recent weeks, Oracle has drawn intense attention ahead of its June 10 earnings release as investors weigh aggressive AI data center spending, heavy capital requirements, and capacity constraints against strong cloud and AI demand signals, large remaining performance obligations, and expanding hyperscaler-scale partnerships. With Oracle helping lead a hyperscaler cohort projected to spend hundreds of billions of US dollars on AI infrastructure and partnering on large projects like the...
BNP Paribas believes the company will increase capex guidance for fiscal 2027 to fulfill commitments under Project Stargate.
Ten years ago, Oracle (NYSE: ORCL) was the database company everyone respected but few investors loved. It had missed the first wave of cloud, ceded ground to Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOGL), and seemed destined to be a slow-growth dividend payer. A decade later, it is one of the most aggressive AI infrastructure ... The Tech Stock Everyone Wrote Off Just Quietly Built a $553 Billion Backlog
One fearless (or foolish?) analyst just called Oracle stock a buy in the middle of its meltdown.
The United States market has shown a remarkable 26% increase over the past year, despite remaining flat over the last week, with expectations for earnings to grow by 16% annually in the coming years. In this context, identifying stocks that are potentially undervalued can be crucial for investors seeking opportunities that align with these growth prospects and current market stability.
The AI boom may be a long-term trend but there are bubbles in the market and the memory sector may be a prime example, according to VanEck CEO Jan van Eck. "I would say within the AI ecosystem there are...
As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data infrastructure industry, including Oracle (NYSE:ORCL) and its peers.
Oracle (ORCL) faces a critical test of whether it has overcome its capacity constraints as it contin
Oracle (ORCL) is expected to provide clarity on the pace of its data center buildout to show whether
Oracle stock has climbed off lows along with security software stock SailPoint. Both stocks have earnings coming up, along with Adobe.
Snowflake stock gains 16% in a year as AI products and customer growth accelerated, but margin pressure, competition and a premium valuation cloud the outlook.
Beyond analysts' top-and-bottom-line estimates for Oracle (ORCL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended May 2026.
DocuSign (DOCU) reported a solid earnings beat for Q1 FY2027, delivering $830.2 million in revenue and $1.09 in non-GAAP earnings per share. The company generated $289 million in free cash flow at a 35% margin. Yet, despite these top-line metrics, the stock closed at $50.95 during regular trading and slid nearly 4% to approximately $49 in extended trading. This price implies just 11 times its expected FY2027 earnings of $4.44 per share, significantly lower than the historical software sector ave
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