All articles tagged with #oracle
Originally Published 2 days ago — by Yahoo Finance
Investor Michael Burry is betting against Oracle by owning put options and shorting its stock, citing concerns over its debt and aggressive cloud expansion, despite Oracle's recent gains driven by AI demand.
Originally Published 7 days ago — by The Motley Fool
Wall Street remains neutral on Palantir due to its high valuation despite strong performance, while it is bullish on Oracle, expecting significant upside despite recent financial concerns, as both companies continue to be key players in the AI sector.
Originally Published 9 days ago — by Yahoo Finance
Mizuho reaffirms an Outperform rating and $400 target for Oracle despite mixed Q2 results, highlighting strong cloud momentum, strategic financing plans for AI infrastructure, and ongoing confidence in its growth prospects, though noting some revenue misses and market concerns over debt.
Originally Published 16 days ago — by Zacks Investment Research
Oracle's stock faces a complex outlook as it benefits from a 68% surge in cloud revenue and a 177% increase in GPU sales driven by AI demand, while also planning a significant $50 billion capex for 2026 and experiencing a $10 billion negative free cash flow. The company's large AI contracts and collaborations position it for growth, but high capital requirements and competition from Microsoft and Amazon pose challenges. Oracle's stock currently trades at a premium and is rated a hold by Zacks.
Originally Published 20 days ago — by CNBC
Wells Fargo predicts nearly 50% upside for Oracle stock, suggesting that current AI-related pessimism may be overly cautious and presenting a potential investment opportunity.
Originally Published 21 days ago — by The Intercept
The sale of TikTok's U.S. operations to a consortium led by Oracle raises concerns about potential censorship of content related to Israel and Palestine, as the new investors have pro-Israel political ties, threatening free discourse on the platform.
Originally Published 23 days ago — by Business Insider
TikTok is restructuring its US operations into a joint venture with Oracle, Silver Lake, and MGX as managing investors, focusing on national security tasks while ByteDance retains control over key revenue-generating areas like e-commerce and advertising, with the new investors having limited influence over these core business lines.
Originally Published 23 days ago — by 9to5Google
TikTok's US operations are set to be spun out into a new US-based organization, TikTok USDS Joint Venture LLC, with investments from Oracle, Silver Lake, and MGX, and is expected to be finalized by January 22, 2026, after years of controversy and delays.
Originally Published 23 days ago — by CNBC
The article suggests that Oracle's stock may have reached its bottom, and presents an options trading strategy that allows investors to benefit from potential gains while limiting their risk.
Originally Published 23 days ago — by Gizmodo
TikTok and ByteDance have agreed to a joint venture majority-owned by American investors, including Oracle, Silver Lake, and MGX, allowing TikTok to operate in the U.S. under new security and content moderation terms amid ongoing U.S. government pressure for ByteDance to divest its U.S. operations due to national security concerns.
Originally Published 23 days ago — by Investor's Business Daily
TikTok has reportedly signed a deal to spin off its U.S. operations into a joint venture with Oracle, Silver Lake, and MGX to comply with 2024 U.S. law banning TikTok unless ByteDance divests ownership. Oracle's stock rose over 4% on the news, as the deal secures a key cloud partnership and addresses regulatory requirements. The deal is expected to close by January 22, 2024, and reflects ongoing efforts to navigate U.S. restrictions on TikTok.
Originally Published 23 days ago — by CNBC
The article summarizes the biggest analyst calls on Friday involving major companies like Nvidia, Oracle, Apple, Tesla, Nike, FedEx, Generac, and CoreWeave, highlighting key investment insights and market movements.
Originally Published 23 days ago — by CNBC
The article highlights the biggest premarket stock movements involving companies like Oracle, CoreWeave, Nike, and Coinbase, indicating notable trading activity before the market opens.
Originally Published 23 days ago — by Reuters
ByteDance has formed a joint venture to operate TikTok's US app, with American and global investors holding an 80.1% stake and ByteDance retaining 19.9%, aiming to address US national security concerns and avoid a ban, while questions about ByteDance's ongoing role remain.
Originally Published 24 days ago — by AP News
TikTok has signed agreements with Oracle, Silver Lake, and MGX to form a new US-based joint venture, ensuring its continued operation in the US with local data storage, a US-majority board, and content moderation, amid ongoing security concerns and regulatory pressures.