Seeking catalyst driven opportunity
Oracle ORCL is strengthening revenue visibility as surging AI cloud contracts expand its long-term revenue pipeline. In the first quarter of fiscal 2027, the company booked more than $30 billion of additional AI cloud contracts, lifting remaining performance obligations (RPO) to a record $664 billion, …
Key Points Nvidia has seen revenue soar in the triple digits thanks to its strength in the GPU market. The company dominates this space and is seeking to do the same in another area that may be key in AI. 10 stocks we like better …
Key Points Shares of Elon Musk’s Space Exploration Technologies (SpaceX) went public in June, and have already lost 34% of their peak value. SpaceX operates in the space transportation, satellite internet connectivity, and artificial intelligence (AI) businesses. Management thinks the AI business is poised for …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Monday (September 28) as of 10:00 a.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$82,630.38, trading two …
Key Points After completing the largest IPO of all time back in June, SpaceX stock is now down 34% from its peak. The company has a $28.5 trillion market opportunity, the bulk of which sits in artificial intelligence (AI) ambitions. The stock could rise over …
Scorpio Tankers Inc.‘s STNG shares have gained 21.5% over the past three months, putting the sustainability of the advance in focus. Better operating results, a substantially stronger balance sheet and supportive product-tanker fundamentals provide backing for the move. Still, freight-rate volatility and the industry’s cyclical …
Netflix NFLX has been a somewhat complicated story for some time now, with shares unable to find consistent stability. Shares have underperformed the S&P 500 over the last five years by a wide margin, gaining roughly 28% over the period compared to a nearly 78% …
The auto industry faces a challenging road ahead. At its September meeting, the Federal Reserve raised the federal funds rate by 25 basis points to 3.75-4%, its first hike since 2023, as persistent inflation remains a concern. Higher borrowing costs could further strain consumers and …
Microsoft Corporation MSFT and Alibaba Group BABA sit at opposite ends of the globe but on the same technological frontier. Both companies have reshaped themselves into AI-first cloud operators, pouring record capital into new data centers, custom silicon and large language models to capture surging …
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick recap of the crypto landscape for Friday (September 25) as of 11:00 p.m. UTC. Bitcoin price update Bitcoin (BTC) was priced at US$84,005.87, trading 0.1 …