Notícias

“This is like the best of all worlds for retirees,” says one investment specialist. Thank rising yields on bonds and strong stock performance.

At $190.99, Salesforce (CRM) looks set up for roughly 24% of upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest move is defensible. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

While investors focus on subscription seats, a different engine is firing up. Adobe is aggressively pivoting to a freemium model, nearly doubling its Creative Freemium monthly active users in a single year. This strategic shift is designed to capture a new generation of users through products like Firefly and Express. The company is trading near-term growth for a much larger top-of-funnel.

The company's exposure to OpenAI remains the main talking point among equity and bond investors.

NOW's 23% YTD drop reflects AI competition and valuation concerns, even as subscription growth and AI monetization remain strong.

Cloud computing giants are back in favor as investor support for artificial intelligence (AI) capital expenditures grows.

Oracle's latest dividend payment landed very differently depending on who was collecting it. The gap between the company's biggest shareholder and a serious retail investor reveals something striking about how wealth actually compounds at scale.

SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.

MSFT's Azure tops $100B in annual revenues as AI and cloud growth accelerate, but can strong fundamentals outweigh valuation and spending concerns?

Oracle's AI Expansion Comes Under Pressure as Default Risk Surges

Berkshire Hathaway, Micron and Oracle highlight today's top stock reports, with updates on growth drivers, strengths and key risks shaping their outlooks.

Burry’s trades come just as Big Tech delivered a robust set of quarterly earnings.

Oracle's disappointing stock performance over the past year has done little to dampen Wall Street's optimism, with analysts remaining firmly bullish on its outlook.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) delivered close to the quarter the bulls wanted, and the shares fell almost 9% anyway. Revenue of $11.5 billion was up 50% year on year and ahead of the $11.28 billion consensus, while adjusted earnings of $1.66 a share beat forecasts of...

Tech investors hoping that a wave of AI spending will moderate in 2027 are likely to be disappointed.

The Hackett Group (NASDAQ:HCKT) reported second-quarter 2026 revenue before reimbursements of $68.3 million and adjusted diluted earnings per share of $0.34, as the consulting firm continued its transition toward an AI-enabled, platform-led sales and delivery model. Revenue before reimbursements in

In the closing of the recent trading day, Oracle (ORCL) stood at $145.74, denoting a +2.74% move from the preceding trading day.

Berkshire Hathaway, Micron and Oracle lead today's top stock reports, highlighting key growth drivers, opportunities and risks shaping their outlooks.

Debt markets are raising harder questions about Oracle's AI strategy

The technology giant is returning an unusual amount of cash to shareholders, but the market sees a crack in the machine. Here's what's really going on.

On July 30, Oracle (NYSE:ORCL) and Alphabet Inc.’s (NASDAQ:GOOGL) Google Cloud expanded their partnership to bring Google’s Gemini models into Oracle’s core applications, including Fusion Cloud Applications and NetSuite. The deal pairs two very different strengths into one pitch for enterprise customers: Oracle’s grip on the databases and ERP systems where mission-critical business data lives, […]

Nvidia reports fiscal 2027 second-quarter earnings on Aug. 26.

Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres ‌needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's ‌AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by ‌Reuters.

Cloud computing giant Oracle Corp is on the cusp of a junk-grade credit rating and its shares have tanked as the artificial intelligence hyperscaler becomes the fall guy of investors' concerns over the sector's debt-fuelled spending binge. The U.S. multinational is an outlier among top software firms racing to buy chips and build computing power to leapfrog the AI boom, forced by its limited cash reserves to borrow heavily and undertake massive long-term leases. The extent of the splurge came to light in June, ‌when Oracle's results for the fiscal year ending in May 2026 showed its free cash flows were negative, the bulk of its revenue was spent on capital expenditure and it had signed roughly $260 billion of data centre leases, some starting next year.

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...

With CAPEX expanding, enterprise backlogs swelling, and the juiciest margins in history, the AI bullish narrative remains intact.

Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.

SNOW's AI push and customer growth fuel a strong rally, but premium valuation, margin pressure and rising competition pose risk.

Heavy AI infrastructure spending has increased reliance on debt financing.

Investors are torn between walking away from the AI trade as spending soars with little ROI to show for it, and staying in for fear of missing the next bull run. One analyst is clear: some of the biggest AI infrastructure players won’t survive this shakeout, and Oracle is at the top of his worry […]