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Oracle's AI Debt Fears Haven't Stopped Dan Ives From Seeing 40% Upside
Benzinga95d agoneutral
Oracle's AI Debt Fears Haven't Stopped Dan Ives From Seeing 40% Upside

Wall Street has spent months worrying that Oracle Corp (NYSE:ORCL) is borrowing too aggressively to fund its AI ambitions. Wedbush analyst Dan Ives thinks the market may be looking at the story backward. Ives raised his price target on Oracle to $275 from $225 this week, implying more than 40% upside from current levels, arguing the company is becoming one of the AI revolution's most underestimated infrastructure winners. Oracle AI Debt Fears Grow Investor concerns around Oracle's balance sheet

From Bill Gates to Tim Cook: 7 Iconic CEOs Who Chose Executive Chair Over Retirement
24/7 Wall St.95d agoneutral
From Bill Gates to Tim Cook: 7 Iconic CEOs Who Chose Executive Chair Over Retirement

Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power, equity alignment, and strategic influence. The pattern signals whether a handoff is clean and time-boxed or whether it carries shadow-CEO risk and strategic drift. Here is how seven landmark transitions compare. 7. Bill Gates, Microsoft ... From Bill Gates to Tim Cook: 7 Iconic CEOs Who Chose Executive Chair Over Retirement

It’s a Growth Stock World—and Nothing Is Going to Change That
Barrons.com95d agoneutral
It’s a Growth Stock World—and Nothing Is Going to Change That

If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
24/7 Wall St.96d agobullish
AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

Bloomberg97d agobearish
Amazon Kicks Off Debut Swiss Franc Bond Sale in Record Six Parts

(Bloomberg) -- Amazon.com Inc. has begun the sale of its first Swiss franc bonds as it looks to raise a record six-part deal in the currency.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’The company is selling debt due in three, six, nine, 12, 18 and 25-years, according to a person f

Is Oracle (ORCL) One of the Best Robinhood Stocks to Buy According to Billionaires?
Insider Monkey97d agobullish
Is Oracle (ORCL) One of the Best Robinhood Stocks to Buy According to Billionaires?

Oracle Corporation (NYSE:ORCL) is included among the 10 Best Robinhood Stocks to Buy According to Billionaires. On May 8, Arete analyst Adam Shepherd upgraded Oracle Corporation (NYSE:ORCL) to Buy from Neutral and set a $255 price target on the stock. The firm said supply constraints in graphics processing units are helping industry economics. It also […]

Oracle Deepens AI HR Workflows With Eightfold Integration And Valuation Upside
Simply Wall St.97d agoneutral
Oracle Deepens AI HR Workflows With Eightfold Integration And Valuation Upside

Eightfold AI has launched an agentic interview intelligence integration with Oracle Fusion Cloud Recruiting. The integration embeds autonomous interviewing tools into Oracle's HR workflow for enterprise clients. Eightfold AI's capabilities run on Oracle Cloud Infrastructure, expanding Oracle's AI powered HR offering. For investors watching NYSE:ORCL, this move sits at the intersection of cloud, AI, and HR software. Oracle already serves large enterprises with Fusion Cloud applications, and...

Advanced Micro Devices and Other Growth Stocks Are Flying High. History Says Hold on to Them.
Barrons.com97d agoneutral
Advanced Micro Devices and Other Growth Stocks Are Flying High. History Says Hold on to Them.

If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

SoftBank's Son considers up to $100 billion investment in France, Bloomberg News reports
Reuters97d agoneutral
SoftBank's Son considers up to $100 billion investment in France, Bloomberg News reports

SoftBank Group Corp founder Masayoshi Son is considering an investment of up to $100 ‌billion in France, including a multibillion-dollar project ‌to build AI infrastructure in the European nation, Bloomberg News reported ​on Monday. Companies have been channeling billions into data centres to power generative AI services. OpenAI, Oracle and SoftBank announced in September last year plans for five U.S. AI ‌data centres for ⁠the $500 billion Stargate project, a plan to build a nationwide advanced AI network.

Goldman Sachs spots a troubling big tech trend
TheStreet99d agoneutral
Goldman Sachs spots a troubling big tech trend

For years, investors in the biggest technology companies could count on one reliable outcome: the cash would come back to them. Profits piled up, balance sheets swelled, and buyback programs grew year after year, quietly supporting stock prices even when markets turned volatile. That dynamic is ...

Oracle Layoffs And AI Focus Weigh On Costs Culture And Valuation
Simply Wall St.100d agobearish
Oracle Layoffs And AI Focus Weigh On Costs Culture And Valuation

Oracle (NYSE:ORCL) has reportedly laid off an estimated 20,000 to 30,000 employees via email at the end of March 2026. The cuts affect a significant share of the workforce and have raised concerns about severance terms and compliance with WARN Act protections. The move comes as Oracle continues to focus on AI and cloud infrastructure, with questions around how the reductions may affect execution and talent retention. For investors watching NYSE:ORCL at a share price of $194.59, the size and...