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Market News
Latest financial news and analysis from global markets
ORCL
Oracle Goes All In on AI, Cloud While Facing Revenue, Spending Risks, BofA Says
Oracle (ORCL) is going all in on cloud and artificial intelligence infrastructure buildout, but face
MSFT
BofA: Microsoft ’a primary beneficiary of AI monetization’, sees stock upside
Investing.com -- Bank of America reinstated coverage of Microsoft with a Buy rating and a $500 price target in a note on Tuesday, arguing the company sits “at the center of the AI supercycle.”
BAC
BofA: Microsoft ’a primary beneficiary of AI monetization’, sees stock upside
Investing.com -- Bank of America reinstated coverage of Microsoft with a Buy rating and a $500 price target in a note on Tuesday, arguing the company sits “at the center of the AI supercycle.”
PLTR
Was Michael Burry Right About AI Stocks for the Wrong Reason?
Last November, Michael Burry published a pointed critique arguing that major AI players were artificially inflating profits by stretching depreciation schedules on GPUs and servers far beyond their real-world usefulness. In his view, hyperscalers are treating cutting-edge chips — designed by Nvidia for 12- to 18-month obsolescence cycles — as if they would last four ... Was Michael Burry Right About AI Stocks for the Wrong Reason?
NVDA
Was Michael Burry Right About AI Stocks for the Wrong Reason?
Last November, Michael Burry published a pointed critique arguing that major AI players were artificially inflating profits by stretching depreciation schedules on GPUs and servers far beyond their real-world usefulness. In his view, hyperscalers are treating cutting-edge chips — designed by Nvidia for 12- to 18-month obsolescence cycles — as if they would last four ... Was Michael Burry Right About AI Stocks for the Wrong Reason?
CRM
ServiceNow and Salesforce Fall 5%: Is the Market Mispricing Both NOW and CRM?
ServiceNow (NYSE:NOW) stock and Salesforce (NYSE:CRM) stock are both sliding roughly 5% in Tuesday’s session, a simultaneous drop that puts two of enterprise software’s most prominent names in the same uncomfortable spotlight. NOW is trading around $106, while CRM has fallen to the $184 area. The selloff isn’t coming from bad earnings. Both companies reported ... ServiceNow and Salesforce Fall 5%: Is the Market Mispricing Both NOW and CRM?
BAC
Dell Stock (DELL) Will Rise Further, Says Five-Star Analyst
Bank of America (BAC) has raised its price target on Dell Technologies (DELL) even though the shares are currently trading near an all-time high. Wamsi Mohan, a top five-star rated analyst, writes in a note to clients that Dell will continue to benefit from “very robust” demand for artificial intelligence (A.I.) servers during an Asia supply-chain review. Bank of America remains bullish on DELL stock, saying the company’s $50 billion fiscal 2027 A.I.-server revenue guide “could end up conservati
NVDA
OpenAI Aggressively Courts Private Equity Firms to Gain Edge Over Anthropic
OpenAI is trying to attract private equity firms, as this could strengthen its enterprise strategy and secure additional capital for growth. The company is offering significant incentives, including favorable investment terms and access to its latest artificial intelligence (AI) models, as part of its joint-venture discussions aimed at accelerating technology adoption. The move became necessary as competition became intense with industry rivals like Anthropic, which is also trying to expand its
MSFT
OpenAI Aggressively Courts Private Equity Firms to Gain Edge Over Anthropic
OpenAI is trying to attract private equity firms, as this could strengthen its enterprise strategy and secure additional capital for growth. The company is offering significant incentives, including favorable investment terms and access to its latest artificial intelligence (AI) models, as part of its joint-venture discussions aimed at accelerating technology adoption. The move became necessary as competition became intense with industry rivals like Anthropic, which is also trying to expand its
XAU/USD
Is It Too Late To Consider Agnico Eagle Mines (AEM) After Its Recent Share Price Pullback
Wondering whether Agnico Eagle Mines at around US$184 per share still offers value, or if the easy gains are already behind it? This article breaks down what the current price could imply. The stock has had a mixed run recently, with a 12.4% decline over the last week and a 19.4% decline over the past month. Yet it still sits on an 8.0% return year to date and a 78.5% return over the last year. Those shorter term moves sit against a backdrop of very large 3 year and 5 year returns. This can...
UBER
Is It Time to Buy Rivian After Uber Partnership?
The deal looks like a potential long-term catalyst for Rivian.
NVDA
Is It Time to Buy Rivian After Uber Partnership?
The deal looks like a potential long-term catalyst for Rivian.