Why is Oracle stock falling nearly 6% on Monday?
Oracle shares ORCL fell nearly 6% on Monday after the software giant disclosed plans to raise $20 billion through bond and share sales, highlighting the growing financing requirements of its…
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Category: Stock
Tom Sosnoff: AMD, Nvidia, Micron stocks ‘have not sold off enough’
Tom Sosnoff isn’t convinced Monday’s rebound makes the biggest artificial intelligence (AI) chip stocks worth buying. Speaking this morning with CNBC, the “tastytrade” founder said Nvidia, AMD, and Micron stocks…
Apple earnings: what to expect from John Ternus’ first report
Apple’s quarterly results on Monday after market close will mark the first earnings call under new CEO John Ternus, with investors looking for clues about the company’s product strategy, artificial…
News Corp stock analysis as judge tosses Trump’s WSJ lawsuit ahead of earnings
News Corp’s stock price has pulled back over the past few months, falling from a high of $31.59 in August to the current $29.12. The retreat has coincided with broader…
BofA’s Michael Hartnett prefers Mag7 bonds over AI shares after selloff
The artificial intelligence (AI) boom still offers an investment opportunity, but Bank of America’s senior strategist Michael Hartnett believes the better deal now lies in lending to technology giants rather…
Big Tech’s AI bill meets a ‘Big Cash Burn’ issue: are investors’ fears justified?
Cash burn emerged as a key metric for investors assessing Big Tech earnings this season, as companies ramp up spending on artificial intelligence infrastructure while borrowing costs remain elevated. Results…
As the AI model race heats up, who will come out on top?
Companies are spending hundreds of billions of dollars to develop artificial intelligence models, hoping to establish technological advantages that could translate into lasting commercial returns. But as competitors release increasingly…
Why are Micron, SK Hynix, and SanDisk stocks falling on Friday?
Memory stocks including Micron Technology, SK Hynix and SanDisk fell sharply on Friday as disappointing earnings from Amazon and Intel triggered a broader sell-off in technology and semiconductor shares. Micron…
Exxon earnings: $19B cash haul comes with a catch
ExxonMobil’s (XOM) latest earnings give investors something more useful than another headline about soaring oil profits: a test of how much cash the business can generate – and how much…