Via International ManInternational Man: In practically every country, the allowable limit for cash withdrawals and transactions continues to be lowered.Further, rampant currency debasement is lowering the real value of these ridiculous limits.Why are governments so intent on phasing out cash? What is really behind this coordinated effort?Doug Casey: Let me draw your attention to three truths that my friend Nick Giambruno has pointed out about money in bank accounts.#1. The money isn’t really yours. You’re j ...

Key Takeaways Oracle delivered 145 fiscal Q2 revenue growth, powered by a 68% surge in cloud infrastructure revenues.ORCL's remaining performance obligations jumped to $523B, including new commitments from Meta and NVIDIA.ORCL lifted FY26 capex to about $50B, driving free cash flow to a $10B loss amid rapid data center expansion.Oracle (ORCL) has embarked on an aggressive infrastructure expansion strategy that positions the enterprise software giant at the center of the artificial intelligence revolution, y ...

智通财经APP获悉，周四，芯片概念股全线走低，截至发稿，英伟达(NVDA.US)跌超1.7%， AMD(AMD.US)跌超2%，美光科技(MU.US)跌2.8%，甲骨文(ORCL.US)跌超3%，博通(AVGO.US)跌超 2.9%，阿斯麦(ASML.US)跌超2.8%。 ...

Oracle Corporation (NYSE:ORCL) is one of the most buzzing stocks to invest in according to hedge funds. On January 5, RBC Capital analyst Rishi Jaluria lowered the firm’s price target on Oracle to $195 from $250 and kept a Sector Perform rating on the shares. The firm suggested that 2026 will serve as a turning point where the benefits of AI become increasingly visible for companies prepared for enterprise adoption. Enterprise spending is stabilizing and showing signs of recovery in certain sectors, fueled ...

Core Insights - ClearBridge Investments released its fourth-quarter 2025 investor letter for the ClearBridge Dividend Strategy, which aims to generate high current income, income growth, and capital preservation by investing in high-quality large-cap companies with attractive dividends and significant dividend growth potential [1] Market Overview - The market experienced a high degree of concentration in the fourth quarter of 2025, marking the third consecutive year of an AI-driven market, with the market-cap-weighted S&P 500 Index returning 17.9% and the equal-weighted S&P 500 Index gaining only 11.4% for the year [1] - The ClearBridge Dividend Strategy benefited from exposure to AI participants, although it underperformed its S&P 500 Index benchmark during the fourth quarter [1] Company Focus: Oracle Corporation - Oracle Corporation (NYSE:ORCL) was highlighted in the investor letter, with a one-month return of -3.02% and a 52-week gain of 18.21%, closing at $192.84 per share on January 7, 2026, with a market capitalization of $554.054 billion [2] - The investment case for Oracle is evolving as leading AI companies reach multitrillion-dollar valuations, which may reflect lofty expectations and less favorable investment conditions [3] - ClearBridge significantly reduced its position in Oracle while maintaining its position in Broadcom, despite both stocks surging in 2025 [3]

Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q3 2025, the portfolio lagged behind the Russell 1000. Similar to the second quarter, the US equity markets favored a risk-on approach, benefiting high-risk, high-momentum, and lower-quality factors. Although the portfolio’s focus on relatively modest, lower-risk, and high-quality factors contributed to the underperform ...

Torsten Asmus/iStock via Getty Images By John Baldi & Michael Clarfeld, CFA AI Boom Requires Active Management, Discipline Market Overview 2025 marked the third consecutive year of this AI-driven cycle. The market-cap-weighted S&P 500 Index (SP500) rose 17.9% in the year, while the equal-weighted S&P 500 Index (SP500) gained just 11.4%. The Magnificent Seven, this market’s nucleus, rose 24.9% in 2025. Since ChatGPT launched three years ago, the cap-weighted S&P 500 has delivered nearly twice the gains ...

USA | Software Equity Research '26 Software Playbook – Waiting Patiently on Shore to Ride the AI Waves We recommend investors stay underweight software as growth decelerates and lags versus other sectors like semis. We believe '26 will be another year of gradual AI monetization, with more meaningful growth contribution/ acceleration needed to ease AI disintermediation fears, thus requiring more selectivity. Top picks - Mega Cap: MSFT, META; Large Cap: INTU, TEAM, ORCL; Mid Cap: PCOR, U, WIX; Small Cap: UPWK ...

智通财经APP获悉，汇丰环球投资研究部发表最新研报，维持对大型科技企业的评级及目标价，同时着 重指出2026年人工智能(AI)产业链(涵盖云计算、芯片、大语言模型及硬件领域)将面临的挑战与蕴藏的 机遇。 行业发展存在多重瓶颈：Cote-Colisson及其团队称："尽管基础设施建设正在加速推进，但电力供应与 芯片产能仍是短期内制约营收增长预期的关键因素。"分析师补充道，2026年的行业讨论焦点应集中在 如何实现电力供需平衡。同时，根据亚马逊财报电话会议的内容，分析师认为芯片供应短缺或将成为一 项长期难题。 资本支出呈持续扩张态势：分析师表示，2025年超大规模云计算厂商的资本支出指引不断上调，而基于 当前的产能短缺现状，这一增长趋势预计将在2026年延续。分析师预测，2026年全球云计算领域资本支 出总额将同比增长44%。 ASIC兴起，GPU仍有发展空间：Cote-Colisson及其团队称："英伟达GPU应仍是超大规模云计算厂商的 首选。不过，随着ASIC在性能上的提升以及成本优势的显现，其市场竞争力正不断增强。"分析师预 计，ASIC的对外芯片销售规模将在2027年迎来显著增长。ASIC与GPU两大品类 ...

格隆汇1月8日｜RBC Capital将甲骨文的目标价从250美元下调至195美元，维持"与大市同步"评级。(格 隆汇) ...