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.

24,295 signal articles · 50 in last 24h · 115,543 total before filter · latest 24m ago
50last 24h
1766last 7d
299● bullish (7d)
168● bearish (7d)
205publishers
AllMacro315Earnings818M&A103Regulatory25Product16Analyst26
✕ clear all filtersticker: ORCLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Vinson & Elkins Appoints Jason Marty as New COO
CorpGov.com54d agoneutral
Vinson & Elkins Appoints Jason Marty as New COO

By Karen Roman Vinson & Elkins said it appointed Jason Marty as new Chief Operating Officer starting June 29, 2026, succeeding Adam Kassoff who plans to retire and who will remain in the firm for a transition period. Mr. Marty has over 20 years of leadership experience at diverse international law firms including Baker McKenzie […] The post Vinson & Elkins Appoints Jason Marty as New COO appeared first on CorpGov.

Tech Compression Dragged Oracle Stock to $175, but Its Unbelievable $638 Billion AI Backlog Makes It an Automatic Buy
24/7 Wall St.54d agobullish
Tech Compression Dragged Oracle Stock to $175, but Its Unbelievable $638 Billion AI Backlog Makes It an Automatic Buy

Oracle (NYSE:ORCL) at $175 looks compelling on the data. The stock has been pulled into the broader software compression trade even as its Q4 report revealed a $638 billion AI backlog that locks in years of forward revenue. Oracle sells database software, enterprise applications such as Fusion and NetSuite, and Oracle Cloud Infrastructure (OCI), which ... Tech Compression Dragged Oracle Stock to $175, but Its Unbelievable $638 Billion AI Backlog Makes It an Automatic Buy

Investing.com54d agoneutral
Oracle cut 21,000 jobs in past year amid AI shift

Investing.com -- Oracle Corporation eliminated 21,000 positions over the past year, representing nearly 13% of its workforce, as the technology sector continues widespread job cuts linked to artificial intelligence adoption.

SpaceX Forges Ahead With Bond Sale
The Wall Street Journal54d agoneutral
SpaceX Forges Ahead With Bond Sale

The volatility in tech stocks isn’t stopping SpaceX’s first-ever bond sale. A day after holding calls with investors, Elon Musk’s rocket/internet/AI company is expected to issue at least $20 billion of bonds to pay back an earlier loan from banks and possibly fund other spending, according to investors familiar with the matter.

Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?
24/7 Wall St.54d agobullish
Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?

Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation past the point where even flawless execution can justify the price. Bloom builds solid oxide fuel cell systems that generate on-site power for ... Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?

Did Oracle Need To Fire 21,000 Because It Is In Trouble?
24/7 Wall St.54d agoneutral
Did Oracle Need To Fire 21,000 Because It Is In Trouble?

Badly damaged tech company Oracle (NASDAQ: ORCL) fired 21,000 people. It said they were being replaced by AI. It is 13% of the company’s total workforce. Oracle took a charge of $1.84 billion. In its 10K, the company explained “… improve operational efficiencies, including through the adoption and integration of AI technologies…” But is that ... Did Oracle Need To Fire 21,000 Because It Is In Trouble?

Oracle cuts 21,000 jobs over past year as it adopts AI
Proactive54d agobearish
Oracle cuts 21,000 jobs over past year as it adopts AI

Oracle Corp (NYSE:ORCL, XETRA:ORC) has reduced its workforce by about 21,000 employees over the past year, citing the deployment of artificial intelligence technologies across its operations, according to its annual filing. The software and cloud company employed approximately 141,000...

Oracle Sheds 21,000 Jobs
The Wall Street Journal54d agoneutral
Oracle Sheds 21,000 Jobs

Oracle cut around 21,000 jobs last year as the tech company continued to develop its artificial-intelligence business and made heavy investment in data centers. The cuts are part of a wider trend among tech firms as they spend hundreds of billions of dollars building out AI infrastructure.

Oracle workforce shrinks by about 21,000 amid AI adoption
Reuters Videos54d agoneutralVIDEO
Oracle workforce shrinks by about 21,000 amid AI adoption

<body><p>STORY: Oracle's total workforce declined 13%, or about 21,000 employees, in its fiscal 2026.</p><p>It's as the cloud computing giant continued restructuring its business...</p><p>partly driven by the adoption of AI across its operations.</p><p>The company had a total workforce of 141,000 as of May 31...</p><p>down from about 162,000 as of the same period last year.</p><p>Oracle's annual filing said it spent $1.84 billion in severance payments and other exit costs.</p><p>It follows multiple reports earlier this year about Oracle cutting thousands of jobs.</p><p>The company did not respond to a Reuters request for comment.</p><p>Worries are quickly mounting over job losses due to AI disruption.</p><p>196 tech companies laid off more than 119,000 employees so far this year...</p><p>That's according to a website tracking sector-wide job cuts.</p><p>Oracle has in recent months signed massive data-center deals with OpenAI and Meta...</p><p>to compete more forcefully with rivals such as Amazon and Microsoft.</p><p>However, unlike these tech giants who fund their substantial outlays through large cash flows, Oracle has had to resort to burning cash and issuing debt.</p><p>Shares of the company are down about 10% this year.</p></body>

Bloomberg54d agoneutral
SpaceX Rout Set to Push Market Value Below $2 Trillion

(Bloomberg) -- SpaceX shares extended declines in premarket trading, a day after the company saw the second-largest single-session drop in market value on record. Most Read from BloombergSpaceX Falls for Third Day, Erases $600 Billion in Market ValueOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapMeta Invests $900 Million in Cred, Taps Founder to Head Wh

Jim Cramer Shares Why He’s A Believer In CoreWeave (CRWV)
Insider Monkey54d agoneutral
Jim Cramer Shares Why He’s A Believer In CoreWeave (CRWV)

We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks discussed by Jim Cramer. AI computing infrastructure provider CoreWeave Inc. (NASDAQ:CRWV) is one of Jim Cramer’s favorite stocks. The shares are down by 35% over the past year and are up […]

Oracle (ORCL) Stock Trades Down, Here Is Why
StockStory54d agoneutral
Oracle (ORCL) Stock Trades Down, Here Is Why

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower. Alphabet fell roughly 6%. Microsoft slipped as well. When the two largest software-adjacent megacaps decline together, the sector indices follow mechanically given their index weight. But the deeper driver was the market's persistent fear that AI