Q
Quant'AbondanceL'abondance, quantifiée.

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.

24,291 signal articles · 51 in last 24h · 115,510 total before filter · latest 27m ago
51last 24h
1770last 7d
298● bullish (7d)
169● bearish (7d)
205publishers
AllMacro316Earnings818M&A104Regulatory25Product16Analyst26
✕ clear all filtersticker: ORCLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Is Microsoft Corporation (MSFT) One of the Most Promising Future Stocks to Buy Right Now?
Insider Monkey45d agobullish
Is Microsoft Corporation (MSFT) One of the Most Promising Future Stocks to Buy Right Now?

Microsoft Corporation (NASDAQ:MSFT) is one of the most promising future stocks to buy right now. Reuters reported on June 26 that Italy’s antitrust authority announced on Friday the opening of an investigation into Microsoft Corporation (NASDAQ:MSFT) concerning the alleged unfair commercial practices associated with the ​price hike of its “Microsoft 365” ​subscription. The regulator stated that […]

Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks
24/7 Wall St.45d agoneutral
Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks

Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would’ve let you trounce the broader market’s gains again and again. But what if I ... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks

Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride
24/7 Wall St.45d agoneutral
Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud powerhouse is the marquee headline, but the money is quietly rotating into the picks-and-shovels names that get paid whether Oracle, Microsoft, or Meta wins the ... Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride

KeyBanc Raises Confidence in Oracle (ORCL) AI Cloud Expansion
Insider Monkey45d agoneutral
KeyBanc Raises Confidence in Oracle (ORCL) AI Cloud Expansion

Oracle Corporation (NYSE:ORCL) ranks among the AI stocks beyond NVIDIA that could surge in 2026. On June 23, KeyBanc restated its Overweight rating and $300 price target for Oracle Corporation (NYSE:ORCL), noting more transparency on the company’s expenditure outlook. The firm boosted its EPS estimates for fiscal years 2028 through 2030, exceeding consensus expectations for […]

CoreWeave Is Down 11% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?
24/7 Wall St.46d agoneutral
CoreWeave Is Down 11% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?

CoreWeave (NASDAQ:CRWV) stock is down 11% to $88.63 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated today, though there is one possible price-move driver. Still, overall it looks like a continuation of a broader downtrend for one of the ... CoreWeave Is Down 11% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?

Oracle (ORCL) Stock Still Looks Like A Bargain As Its 5 Year Return Hits 89%
Simply Wall St.46d agoneutral
Oracle (ORCL) Stock Still Looks Like A Bargain As Its 5 Year Return Hits 89%

Oracle stock has fallen sharply in recent months even as its valuation checks still lean supportive. That puts fresh focus on whether the recent slide has pushed the shares into genuinely attractive territory or simply brought them closer to a more reasonable price. Oracle has delivered a total return of 88.7% over the past 5 years, which means long term holders are still clearly ahead despite the recent pullback. Heavy spending on AI driven cloud infrastructure can support revenue...

How Microsoft Stock Rises 50% To $550?
Trefis46d agoneutral
How Microsoft Stock Rises 50% To $550?

A new business inside Microsoft (MSFT) has quietly reached a massive scale. The company's AI segment has surpassed a $37 billion annual run rate, growing at an astonishing 123%. This new engine is already a significant portion of the Microsoft Cloud, which itself exceeded $54 billion in quarterly revenue. This is not a future promise; it is a present-day reality.

IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics
24/7 Wall St.46d agoneutral
IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics

The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide accelerated this month after top holding Oracle posted its worst week since the 2001 dot-com bust, dropping 19.4% in five sessions on debt ... IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics

Oracle Could Be a $1 Trillion Company By This Date
24/7 Wall St.46d agoneutral
Oracle Could Be a $1 Trillion Company By This Date

Oracle (NYSE:ORCL) just posted one of the strongest cloud quarters in software history. Infrastructure revenue grew 93% year over year to $5.79 billion, and remaining performance obligations hit $638 billion. Yet shares trade at $148.53, down 23.33% YTD. Market cap sits at $427.8 billion. Can this stock reach $400 a share and push Oracle past ... Oracle Could Be a $1 Trillion Company By This Date

Oracle (ORCL) Launches Fusion Agentic Applications to Automate Supply Chain Management Tasks
Insider Monkey47d agoneutral
Oracle (ORCL) Launches Fusion Agentic Applications to Automate Supply Chain Management Tasks

Oracle Corporation (NYSE:ORCL) is one of the undervalued stocks with high upside potential. On June 29, Oracle launched four new “Fusion Agentic Applications” within its Cloud SCM platform, using AI agents to autonomously manage supply chain tasks like inventory planning, supplier qualification, and production readiness. By shifting from manual tracking to AI-driven execution, these tools […]

Cognizant (CTSH) Selects Oracle (ORCL) Fusion Cloud Recruiting to Scale Global Talent Acquisition
Insider Monkey47d agoneutral
Cognizant (CTSH) Selects Oracle (ORCL) Fusion Cloud Recruiting to Scale Global Talent Acquisition

Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is one of the oversold tech stocks to buy now. On June 11, Cognizant selected Oracle Fusion Cloud Recruiting, part of Oracle Fusion Cloud Human Capital Management, to advance its talent acquisition strategy. This partnership aims to streamline hiring workflows and enhance candidate experiences across more than 60 countries. The […]

Is Oracle (ORCL) One of the Oversold Tech Stocks to Buy Now?
Insider Monkey47d agobullish
Is Oracle (ORCL) One of the Oversold Tech Stocks to Buy Now?

Oracle Corporation (NYSE:ORCL) is one of the oversold tech stocks to buy now. On June 25, Oracle announced the third cohort of its Defense Ecosystem, adding 10 companies to a program designed to accelerate the deployment of mission-critical AI, cyber, and autonomous technologies for the US and allied nations. By connecting these emerging firms with […]

Oracle stock suffers its worst weekly slump since 2001 dot-com bust
TheStreet47d agobearish
Oracle stock suffers its worst weekly slump since 2001 dot-com bust

Oracle just had a week that made Wall Street nervous. The software giant's stock fell 19% in a single week ending June 27, its steepest weekly drop in 25 years, according to CNBC. The last time Oracle (ORCL) shed this much ground in a week was August 2001, right in the depths of the dot-com ...

Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case
24/7 Wall St.47d agobullish
Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case

Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and Wedbush’s Global Head of Technology Research thinks the market has the story upside down. “These are way oversold names,” he said, naming Microsoft (NASDAQ:MSFT), ... Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case