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Oracle to Raise up to $50 Billion. Why the Debt Will Test the AI Trade.
Barrons· 2026-02-02 08:38
Core Viewpoint - Oracle plans to raise between $45 billion and $50 billion this year to fund its significant investment in cloud computing [1] Group 1 - The company is focusing on expanding its cloud computing capabilities, indicating a strategic shift towards this sector [1] - The planned capital raise reflects Oracle's commitment to enhancing its competitive position in the cloud market [1] - This financial move is part of a broader trend among technology companies investing heavily in cloud infrastructure [1]
Palantir Faces Lofty Expectations Heading Into Earnings
Barrons· 2026-02-02 08:00
Core Viewpoint - Wall Street anticipates significant growth in U.S. sales and robust profitability for Palantir as the company prepares to report its earnings, despite its stock being highly valued [1] Group 1 - Analysts expect Palantir to demonstrate strong financial performance, driven by increasing demand for its data analytics solutions [1] - The company's stock is currently considered richly valued, indicating high investor expectations for future growth [1] - There is a focus on the potential for Palantir to capitalize on expanding market opportunities in the technology sector [1]
Stock Futures Are Falling Along With Oil. Gold, Silver Drift Higher.
Barrons· 2026-02-01 23:34
Core Insights - More than 115 companies are scheduled to report earnings this week, indicating a significant period for market analysis and potential investment opportunities [1] Company Earnings - Alphabet is set to report its earnings on Wednesday, which may impact investor sentiment and stock performance [1] - Amazon will follow with its earnings report on Thursday, also expected to influence market dynamics [1]
Disney Earnings Need to Show Parks and Streaming Growth
Barrons· 2026-02-01 21:15
Core Insights - Shareholders are increasingly focused on Disney's streaming growth as traditional linear TV experiences a decline in viewership [1] Company Focus - Disney's streaming services are becoming a critical area of interest for shareholders amid the challenges faced by linear television [1]
Gold, Silver Prices Dropped. Why Analysts Aren't Panicking.
Barrons· 2026-02-01 20:44
Core Viewpoint - Silver Trust experienced the largest percentage decline in price on record as reported by Dow Jones Market Data [1] Group 1 - The price drop of Silver Trust indicates significant volatility in the silver market [1]
Gold, Silver Prices Dropped. Why Analysts Aren’t Panicking.
Barrons· 2026-02-01 20:44
Gold, Silver Prices Dropped. Why Analysts Aren't Panicking. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Gold, Silver Prices Dropped. Why Analysts Aren't Panicking.By [Janet H. Cho]ShareResize---ReprintsIn this article[GLD][CME]Silver an ...
Jobs Report, Amazon, Disney, Alphabet, Palantir, and More to Watch This Week
Barrons· 2026-02-01 19:00
Jobs Report, Amazon, Disney, Alphabet, Palantir, and More to Watch This Week - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Jobs Report, Amazon, Disney, Alphabet, Palantir, and More to Watch This WeekByDan LamShareResize---ReprintsIn this ...
Waymo’s Valuation Is More Than Doubling. What That Means for Tesla.
Barrons· 2026-02-01 18:26
Waymo Valuation Is More Than Doubling. What That Means for Tesla. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Waymo's Valuation Is More Than Doubling. What That Means for Tesla.By [Al Root]ShareResize---ReprintsIn this article[GOOGL] [T ...
The EV Business Is Slowing In China. What That Means for Tesla Stock.
Barrons· 2026-02-01 17:52
Core Insights - NIO, Li, and XPeng combined sold 74,861 vehicles in January, marking a 1% increase year-over-year, but this represents the slowest growth rate since January 2023 [1] Company Performance - The sales figures indicate a modest growth trajectory for the companies involved, suggesting potential challenges in maintaining higher growth rates in the competitive electric vehicle market [1]
Bitcoin Falls Again, Dropping Below $80,000. What to Know.
Barrons· 2026-01-31 23:28
After ending Friday at $83,817 Bitcoin fell 7% to $78,092 by Saturday evening. ...