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Ai Opportunities

All articles tagged with #ai opportunities

business4 months ago

Oracle Shares Surge on Strong Cloud Revenue Outlook

Oracle's stock surged nearly 26% after announcing four multibillion-dollar cloud contracts and a significant increase in remaining performance obligations, signaling strong future growth despite slightly missing quarterly revenue and earnings estimates. The company projects substantial revenue growth in its cloud infrastructure segment, driven by AI demand and large deals, with expectations to exceed $500 billion in RPO and reach $144 billion in cloud revenue within five years.

via MarketWatch|
#ai-opportunities#business#cloud-infrastructure
business5 months ago

Meta's Q2 Earnings Boost as Wall Street Eyes AI Growth and Stock Surges

Meta is set to report its Q2 earnings with expectations of $44.83 billion revenue and a focus on AI investments, including a new AI division and significant capital expenditures, amid a 20% stock increase in 2025. Analysts are optimistic about Meta's growth prospects driven by AI, despite some risks related to innovation and competition.

via Business Insider|
#ai-opportunities#business#capital-expenditure
finance2 years ago

Tech Stocks Poised for a Rally as Earnings Drive Momentum

Sit Investment Associates, a $15 billion fund house, believes that a market rally is on the horizon and advises investors to keep faith in Big Tech while also diversifying their portfolios. The chief executive and chief investment officer, Roger Sit, predicts a slowdown and a short recession, citing concerns such as waning consumer confidence and rising credit-card delinquencies. Sit expects interest rates to be cut from around 5.5% to 4.5% as a result. He suggests that as the market anticipates a slowdown and rate easing, there will be end-of-year gains and a broadening of tech-led gains. Sit's firm remains overweight on tech, particularly in companies like Nvidia, Taiwan Semiconductor, Alphabet, Amazon, Booking Holdings, Palo Alto Networks, Adobe, Salesforce, and Accenture. They also see opportunities in healthcare, energy, materials, and transportation sectors. Sit predicts the S&P 500 to end the year at 4,350.

via MarketWatch|
#ai-opportunities#big-tech#finance