Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Stocktwits retail traders said the contract could be the first of many government AI wins, with some also turning bullish on Palantir and enterprise software peers.
Investing.com -- Shares of Oracle Corporation (NYSE:ORCL) advanced 2.3% in extended trading Thursday after the database and cloud software giant secured a major defense contract valued at up to $6.99 billion from the U.S. Department of War. The single-award, indefinite-delivery/indefinite-quantity agreement under the Department of War Enterprise Software Initiative establishes a streamlined, ten-year procurement framework for Oracle’s suite of enterprise products and cloud services. The contract
Oracle (ORCL) reached $120.04 at the closing of the latest trading day, reflecting a -4.61% change compared to its last close.
On July 21, Mizuho told clients that Oracle (ORCL) stock could more than double from here. The bank reiterated its Outperform rating and kept its $320 price target, a call that implies about a 164% rise from Monday's close. That number stands out because Oracle has been one of 2026's most punished ...
The Defense Department signed an up to 10-year, near $7 billion contract with Oracle intended to streamline fragmented licensing and intra-agency efficiency. The Austin-based cloud computing and software company separately maintained different contracts across the agency.
WASHINGTON, July 23 () - The Pentagon announced on Thursday a nearly $7 billion, up-to-10-year agreement with Oracle to consolidate the department's on-premises software licenses into a single contract, the latest move by the Pentagon's technology chief to cut costs by eliminating fragmented purchasing. The Enterprise Software Agreement, negotiated by the Department of the Navy, is between the Pentagon and Oracle for its on-premises compute usage.
(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a
Big Tech is reportedly sitting on $1.65 trillion in debt that investors can’t see on any balance sheet, and prominent tech critic Ed Zitron calls it “a corporate scandal.” The figure comes from a Nikkei Asia study of Meta Platforms (NASDAQ:META), Oracle (NYSE:ORCL), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT) and Amazon (NASDAQ:AMZN). Combined with the roughly $1.35 trillion the companies officially report, their total obligations may sit around $3 trillion, with more than half of it outsid
Oracle’s updated analyst fair value estimate now stands at US$248.15, up from US$242.10, sharpening the focus on how experts are reassessing the stock. This shift reflects a tug of war between bullish analysts who highlight long term AI and cloud demand, and more cautious views that point to margin pressure, capital needs, and valuation worries. As you read on, you will see how this evolving narrative is taking shape and what signals to watch next. Stay updated as the Fair Value for Oracle...
A trailing P/E of 207 should send any rational investor running, yet the hyperscaler spending commitments piling up behind AMD tell a completely different story about who actually controls the AI infrastructure arms race.
Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.
After a steep slide, Intuit's stock has landed on a price floor that has launched major rallies before, forcing investors to ask if the business arriving this time is strong enough to hold the line.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.80%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.66%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.20%. September E-mini S&P futures (ESU26 ) are down -0.77%, and September E-mini Nasdaq futures...
Oracle sits near a 52-week low while sitting on a backlog that Wall Street is calling the setup of the decade. The case for a massive recovery by 2027 is compelling, but one lurking risk could blow the whole thesis apart.
Microsoft's decision to deploy AMD's Helios platform marks a major validation of its full-stack AI strategy and strengthens the company's long-term position in AI infrastructure.
The sell-off may have created an opportunity for long-term investors.
(Bloomberg) -- Uber Technologies Inc. said it has cut 10% of jobs within its customer service operations as part of a broader effort to simplify its ranks and “embrace artificial intelligence.” Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to
Alphabet (NASDAQ:GOOG) executives said the company’s second-quarter 2026 results were driven by broad demand for artificial intelligence across Search, YouTube and Google Cloud, while also signaling that heavy infrastructure spending will continue as capacity remains constrained. Chief Executive Su
Microsoft Corporation (NASDAQ:MSFT) has been a painful holding for retail investors on Reddit. The stock is down about 17% so far this year. But they remain bullish on long-term recovery. They are optimistic about MSFT because the company’s fundamentals haven’t deteriorated—it’s simply been caught in a speculative AI downturn. MSFT is becoming a popular buy-the-dip […]
Oracle might have to pay $7 billion in data center costs. Analysts are reacting by hitting the pause button.
The market is selling shares in a software giant as if its cash-generating days are numbered, yet the business is paying out more than double the average company.
Five of the biggest U.S. stocks are amassing off-balance sheet commitments that add up to an estimated $1.65 trillion.
OpenAI’s revenue has all but stalled, while its flagship Stargate buildout with SoftBank and Oracle is getting the cold shoulder in Georgia.
CLSA started coverage of Oracle (ORCL) with a Hold rating and a $145 price target, which is among Wall Street's lowest. The call lands while Oracle sits near a 52-week low, down roughly 62% from its September peak. The rating itself is not the scary part, as a Hold rating is neutral by ...
Apple's stock isn't just priced for perfection. It's priced for domination.
