Microsoft Hires Former GE CFO Carolina Dybeck Happe As COO To Boost Cloud And AI Focus
Broadcom Eyes $12B in AI Chip Revenue for 2024, Hyperscaler Spending Surge: Goldman Sachs
Unfazed by the volatility! The chip index has risen for four consecutive days. Nvidia and Broadcom have rebounded strongly this week. Is the optimistic sentiment quietly returning?
In the face of such intense turbulence, several major chip giants still have bullish forecasts from Wall Street, with a potential increase of around 20%-40%. How should investors view the investment prospects of chip stocks?
Oracle Shares Are Trading Higher After the Company Reportedly Said It Sees FY29 Revenue of at Least $104 Billion. Also, Multiple Firms Raised Their Respective Price Targets on the Stock.
Keybanc Maintains Overweight on Oracle, Raises Price Target to $190
Adobe Shares Are Trading Lower Following Q3 Earnings. Also, Bernstein Maintained an Outperform Rating on the Stock but Lowered Its Price Target From $660 to $644.
Will the US relax its chip control on Saudi Arabia? Saudi officials: There is hope to obtain NVIDIA H200 next year.
Senior officials from the Saudi Data and Artificial Intelligence Management Agency said that this progress is expected to occur next year.
Wall Street Eyes Strong Finish To The Week Despite Futures Suggesting Moderation In Tech Buying: Strategist Cautions Against Factoring Rapid, Steep Cuts Ahead Of Next Week's Fed Meeting
Nvidia, NetApp And 2 Other Stocks Executives Are Selling
Piper Sandler Maintains Overweight on Adobe, Maintains $635 Price Target
Oracle Analyst Ratings
Adobe's financial report exceeded expectations, but the future outlook has caused stock market volatility.
The latest financial report released by adobe shows that quarterly revenue reached $5.4 billion, exceeding market expectations. However, the guidance for the November quarter was slightly weak.
Daily futures tracking | Chip stocks have rebounded over the past few days, Nvidia and Broadcom single trading are active; gold and silver spot has soared, and related ETF bullish options have earned nearly 20 times overnight
Are bears sniping at Intel? The bearish ratio rose to 72%, and put trading volume increased dramatically; Broadcom rose by 3.97% to lead the rise in star technology stocks, and earned 6 times the profit from a single call due in October.
Strong cloud revenue drives optimistic financial forecasts! Oracle's fiscal year 2029 revenue may exceed $100 billion.
①Cloud computing giant Oracle expects its revenue for fiscal year 2026 to be at least $66 billion, exceeding analysts' expectations by $1.5 billion; ②In addition, the company is optimistic that it will achieve revenue of over $104 billion in fiscal year 2029; ③This is mainly due to the positive prospects of its cloud business.
Express News | Adobe's pre-market trading fell nearly 9%, and its fourth-quarter performance guidance fell short of expectations.
Express News | Oracle's pre-market trading rose more than 6%, and the company's cloud revenue outlook is optimistic, raising its revenue guidance for the next fiscal year.
Warren Buffett $13B Bet On Occidental Petroleum Turns Sour As Shares Plunge 29% Since Mid-April — Analyst Says He Could Buy More
Is nuclear power the ultimate goal of AI? Oracle plans to build three small nuclear reactors to support super datacenters.
Oracle's chairman Ellison announced the design of a datacenter that requires over 1,000 megawatts of electrical utilities, powered by three small nuclear reactors with a power output of no more than 300 megawatts, aiming to deploy carbon-free energy more quickly. The nuclear energy startup Oklo is expected to launch its first reactor by 2027.
S&P 500 Gains For 4th Straight Session Amid Rise In Nvidia, Alphabet, And Other Tech Stocks: Greed Index Remains In 'Fear' Zone
Adobe, RH And 3 Stocks To Watch Heading Into Friday