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Cloud Stocks: Oracle Cloud Infrastructure Benefits From AI
Article By: Sramana Mitra
Tuesday, July 23, 2024 11:26 AM EDT
Oracle expects the strong AI demand to continue in the coming year to help push Oracle’s RPO higher to drive double-digit revenue growth in the current fiscal year.
In this article: ORCL
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Stock Fragility Is The Highest On Record
Article By: Tyler Durden
Wednesday, July 10, 2024 7:05 PM EDT
Tech companies in the Top 50 largest stocks of the S&P have realized bigger moves on earnings than the cost of their respective weekly straddles more than 60% of the time this year, with the 10 largest tech companies seeing this hit rate reach 70%.
In this article: AAPL, ADBE, AVGO, NVDA, ORCL, TSLA, META, GOOGL
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Thoughts For Thursday: Fireworks - Fourth Of July And A.I.
Article By: David Marshall
Thursday, July 4, 2024 5:56 AM EDT
It's U.S. Independence Day today. Happy Fourth of July and happy times to all the A.I. start-ups who received funding in Q2.
In this article: BA, ADBE, ORCL, XTN, QCLN, QQQ, VYM Also: AAPL, NVDA, TSLA, FXE, UDN
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The Setup For The Q2 Earnings Season Gets Underway
Article By: Sheraz Mian
Thursday, July 4, 2024 3:19 AM EDT
The 2024 Q2 quarter will be the fourth consecutive quarter of robust Tech sector earnings growth, with total earnings for the sector expected to be up +15.8% from the same period last year.
In this article: ADBE, NVDA, ORCL, META
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Q2 Earnings Loom: A Look Ahead
Article By: Sheraz Mian
Wednesday, June 26, 2024 8:19 PM EDT
For 2024 Q2, S&P 500 earnings are expected to be up +8.2% from the same period last year on +4.6% higher revenues. This will be the highest earnings growth rate since the +9.9% growth rate in the first quarter of 2022.
In this article: ADBE, NVDA, ORCL, META, SPX
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Baby Steps Won’t Take Berkshire And Buffett Anywhere
Mohit Oberoi 2/17/2020 12:57:53 PM

Well, #Buffett himself admitted to mistakes in $IBM, $ORCL, and Kraft Heinz. He also admitted missing out on $AMZN and $GOOG

Oracle Joins Hands With Microsoft To Take On Amazon
Black Widow 6/30/2019 12:22:23 PM

I'm not so sure @[Alpha Stockman](user:4828). I think that $MSFT and $ORCL together could beat $AMZN.

Oracle Joins Hands With Microsoft To Take On Amazon
Alpha Stockman 6/30/2019 12:20:06 PM

#Oracle figured out that they will never be able to compete with #Amazon unless they get #Microsoft on their side. $AMZN is simply smiling at them and telling them :"May the Jedi Force be with you!!!" $AMZN has the JEDI contract in the bag and everyone else is left in the dust. $MSFT $AMZN $ORCL

M&A Rush Continues: Oracle Buys "Very First Cloud Company" NetSuite For $9.3 Billion
Somesh Ramnani 8/1/2016 5:09:31 PM

Nice pickup by $ORCL. Definitely the right way to keep fighting in the industry.

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