Why Middle-Class Retirees Still Worry Despite COLA Increases 31 minutes ago Retirees now know the Social Security COLA for next year is 2.8%. Payments reflecting the increase begin in January 2026, but the modest bump of $56 per month, on average, won't likely quell deeper concerns about the program among. Many retired workers fear that their actual costs are rising faster than the adjustment, while those still in the workforce grapple with larger fears that Social Security won't be there when they need it. ...

Core Insights - The focus is shifting from pure-play quantum computing startups to companies enabling quantum technology through classical infrastructure and secure IT environments [1][9] - The quantum computing market is projected to grow significantly, with a CAGR of 20.5% from $1.4 billion in 2024 to over $4.2 billion by 2030, while the post-quantum cryptography market is expected to grow from $0.42 billion in 2025 to $2.84 billion by 2030, at a CAGR of 46% [4] Company Summaries - **Advanced Micro Devices (AMD)**: Partnering with IBM to develop quantum-centric supercomputing architectures that integrate quantum and classical computing technologies. Expected earnings growth of 26.8% and revenue growth of 57.8% in 2026 [5][6] - **Teradyne (TER)**: Acquiring Quantifi Photonics to enhance testing capabilities for photonic integrated circuits, crucial for next-generation quantum systems. Expected earnings growth of 44.6% and revenue growth of 22% in 2026 [7][8] - **Broadcom (AVGO)**: Launched Brocade Gen 8 Fibre Channel networking platforms with quantum-safe encryption, indicating a move towards monetizing quantum-resilient security capabilities. Expected earnings growth of 34.9% and revenue growth of 34.1% in fiscal 2026 [10][11] - **Applied Materials (AMAT)**: Collaborating with Xanadu and Qolab to advance quantum hardware fabrication processes, emphasizing its role in materials engineering for quantum devices. Expected earnings growth of 1.3% and revenue growth of 2% in fiscal 2026 [12][13] - **Oracle (ORCL)**: Engaging in partnerships to provide advanced quantum-safe security solutions and launching the Oracle Defense Ecosystem to foster innovation in defense technologies. Expected earnings growth of 15.4% and revenue growth of 16.6% in fiscal 2026 [14]

Core Viewpoint - Oracle's stock has experienced volatility, swinging from irrational exuberance due to strong commitments from OpenAI to a more cautious outlook as market sentiments shift [1]. Group 1: Company Analysis - The stock of Oracle (ORCL) saw a surge in value following significant commitments from OpenAI, indicating a strong market reaction to partnerships and growth potential [1]. - The current market sentiment suggests a correction from previous highs, reflecting a more balanced view of Oracle's growth prospects [1]. Group 2: Analyst Perspective - Julian Lin, a financial analyst, emphasizes the importance of identifying undervalued companies with sustainable growth, focusing on those with robust balance sheets and effective management [1]. - Lin leads an investment group that prioritizes stocks with a high probability of outperforming the S&P 500, combining growth principles with strict valuation criteria to enhance investment safety [1].

Core Insights - Leading healthcare organizations are adopting Oracle Fusion Cloud Applications to enhance productivity, reduce costs, and improve employee and patient experiences [1][2] Group 1: Company Initiatives - Billings Clinic-Logan Health aims to streamline operations and standardize key business processes to provide quality care [3] - Children's Hospital Los Angeles seeks to unify its business systems to improve operational efficiency and patient care [5] - Regency Integrated Health Services is replacing disparate systems with an integrated suite to enhance productivity and patient experience [7] Group 2: Challenges Faced - Healthcare organizations are dealing with fluctuating patient demand, shrinking budgets, supply chain disruptions, and workforce scheduling complexities [2] - Legacy systems have created challenges that divert resources from improving patient care [4][6] Group 3: Benefits of Oracle Fusion Applications - Oracle Fusion Applications leverage embedded AI to improve insights, productivity, and employee experience, allowing healthcare organizations to focus on patient care [2][4][6] - The applications help unify processes across finance, HR, supply chain, and customer experience, enabling better operational efficiency [8][9]

In at least one corner of the artificial intelligence market, sentiment has turned decidedly negative. Broadcom, CoreWeave and Oracle, three companies intimately tied to the AI infrastructure buildout, all had another rough day on Wall Street on Monday after selling off sharply last week. While the three stocks are all still solidly up for the year — CoreWeave held its market debut in March — the most recent trend suggests that investors are concerned about whether the returns on investment will ever justif ...

Core Viewpoint - Oracle's stock experienced its worst trading day since 2001, closing 11% lower after Q2 revenues missed estimates, leading to a significant widening of its CDS spread [1][2] Financial Performance - Oracle reported total revenue of $16.1 billion for fiscal Q2 2026, a 14% increase year-over-year, although it fell short of the estimated $16.21 billion [5] - The cloud segment generated approximately $8 billion in revenue, reflecting a year-over-year growth of 34% [5] - Earnings per share for the quarter were $2.26, up 54% from the previous year, exceeding the consensus estimate of $1.64 [6] Debt and Capital Expenditure - The company has a substantial debt load exceeding $100 billion and is projected to increase its capital expenditure forecast to about $50 billion in fiscal year 2026, up from $35 billion [2] - The widening CDS spread indicates increased costs for raising debt, which could impact future fundraising efforts [1][2] Market Sentiment and Future Outlook - Despite the recent stock decline, Oracle's year-to-date performance remains positive with a nearly 12% increase, raising questions about the sustainability of its fundamentals [4] - The company's historical performance shows a mixed record in meeting earnings estimates over the past eight quarters, which may affect investor sentiment moving forward [6]

Group 1 - The article does not contain any relevant content regarding companies or industries [1][2][3][4][5][6]

Let's bring in Charlie Babrinskcoy. He's the vice chair of Aerial Investments. Charlie, it's great to see you again.Welcome. >> Thank you. Welcome back, Kelly.Great to see you. >> Thank you. And I you I one of my most memorable things right before I I think I I went out was that you had said to everybody, be careful with Oracle here.Think twice before getting involved. And that was maybe I don't know 30 40% from where we are now. So what what do you do with the stock now.Yeah, I think my exact words were tr ...

Let's bring in Charlie Babrinskcoy. He's the vice chair of Aerial Investments. Charlie, it's great to see you again.Welcome. >> Thank you. Welcome back, Kelly.Great to see you. >> Thank you. And I you I one of my most memorable things right before I I think I I went out was that you had said to everybody, be careful with Oracle here.Think twice before getting involved. And that was maybe I don't know 30 40% from where we are now. So what what do you do with the stock now.Yeah, I think my exact words were tr ...

Group 1 - The article highlights a significant decline in Oracle's stock, which fell 11% after reporting quarterly results, indicating potential cracks in the AI narrative that has driven equity gains over the past three years [1] - The Biotech Forum, led by an experienced market analyst, offers a model portfolio of 12-20 high upside biotech stocks, along with live discussions and weekly updates, suggesting a focus on identifying investment opportunities in the biotech sector [1] Group 2 - The article does not provide any additional relevant content regarding company or industry insights beyond the key points mentioned above [2][3]