The hot artificial intelligence (AI) sector caused many stocks to soar. Among these are veteran tech firm Oracle (ORCL -2.43%) and semiconductor giant Nvidia (NVDA -8.69%).Oracle shares are up about 54% over the past 12 months through Feb. 26. Nvidia stock gained 70% over that time. Both are poised to rise higher since each company was chosen to participate in the U.S. government's Stargate program, which plans to invest half a trillion dollars into AI infrastructure.But if you had to choose just one of the ...

Earnings Results to be released on March 10, 2025, After the Close of the Market AUSTIN, Texas, March 3, 2025 /PRNewswire/ -- Oracle Corporation today announced that its third quarter fiscal year 2025 results will be released on Monday, March 10th, after the close of the market. Oracle will host a conference call and live webcast at 4:00 p.m. Central Time to discuss the financial results. The live webcast will be available on the Oracle Investor Relations website at www.oracle.com/investor.  About Oracle Or ...

Utility relies on Oracle technology to become first Texas municipal utility to opt in to retail electric competitionNASHVILLE, Tenn., March 3, 2025 /PRNewswire/ -- Oracle Customer Edge Summit -- With support from Oracle, Lubbock Power & Light (LP&L) is transforming the way it offers electricity services to its customers. After more than 108 years as the municipal electric provider for the City of Lubbock, the utility has transitioned its business model to retail electric competition backed by Oracle's utili ...

Subcontractors can now receive real-time, personalized assistance with payment status, signing documents, and more, saving valuable time NASHVILLE, Tenn., March 3, 2025 /PRNewswire/ -- Oracle Customer Edge Summit -- Oracle today announced new AI agent capabilities embedded directly within Oracle Textura Payment Management Cloud Service. Available to all Textura subcontractors in the US, the integrated generative AI-powered assistant provides real-time, personalized support to get quick answers to common pay ...

Core Insights - Artificial intelligence (AI) has significantly boosted Oracle's business, with shares increasing by 50% over the past year [1] - Oracle's involvement in the U.S. government's Stargate program, which plans to invest $500 billion in AI infrastructure, is a key driver of revenue growth [1] Group 1: Oracle's AI Success Factors - Oracle's foundation in databases positions it well for AI, as it naturally extends its capabilities into this sector [3] - The company's cloud computing infrastructure has been pivotal, with Oracle winning large AI training workloads due to its speed and cost-effectiveness [4] - The training of AI models requires substantial computing power, which Oracle provides through its cloud services [5] Group 2: Financial Performance - Cloud revenue increased by 24% year over year to $5.9 billion in the fiscal second quarter, contributing to total sales growth of 9% to $14.1 billion [5] - Oracle's CEO indicates record demand for AI, with expectations for fiscal 2025 revenue to grow by double digits over the previous year, following a 6% increase in fiscal 2024 [6][7] - Earnings per share (EPS) rose by 24% year over year to $1.10 in the fiscal second quarter, marking a continued trend of rising EPS since the AI boom began [8] Group 3: Capital Expenditures and Financial Health - Management anticipates capital expenditures to double from $6.9 billion in 2024 to meet customer demand, indicating significant investment in cloud infrastructure [9] - Despite rising capex, Oracle's operating cash flow over the trailing 12 months was $20.3 billion, providing financial flexibility [9] Group 4: Investment Considerations - Oracle's strong AI performance and financials suggest it is a compelling investment opportunity [10] - However, the company's price-to-earnings (P/E) ratio is the highest among key competitors, indicating that shares may be overpriced despite recent declines [10][11] - A strategy of dollar-cost averaging is suggested for potential investors to mitigate risks associated with share price fluctuations [12]

Khaveen Investments is a Macroquantamental Hedge Fund managing a portfolio of globally diversified investments. With a vested interest in hundreds of investments spanning diverse asset classes, countries, sectors, and industries, we wield a multifaceted investment approach that combines top-down and bottom-up methodologies, integrating three core investment strategies: global macro, fundamental, and quantitative strategies. We serve accredited investors throughout the globe, which include HNW Individuals, C ...

Interconnect enables customers to migrate and run mission-critical workloads at FedRAMP HighAUSTIN, Texas, Feb. 27, 2025  /PRNewswire/ -- To meet growing customer demand for multicloud capabilities, Oracle today announced the general availability of the Oracle US Gov West (Phoenix) and Azure US Gov Arizona (Phoenix) regions for Oracle Interconnect for Microsoft Azure. Joint customers can use the Oracle Interconnect for Microsoft Azure to easily migrate their workloads to Oracle Cloud Infrastructure and Azur ...

Oracle’s (ORCL) stretched valuation metrics promote compelling reasons why investors should consider selling the stock in 2025. Oracle currently trades at an elevated EV/EBITDA multiple of 21.89x, significantly higher than the Zacks Computer-Software industry average of 16.41x. This premium valuation suggests that investors have already priced in substantial future growth, creating a potentially dangerous situation where even slight underperformance could trigger significant downside movement.ORCL’s EV/EBIT ...

Artificial intelligence (AI) stocks have been major market movers in recent quarters -- and for good reason. AI promises to join many other discoveries and technologies that have been game changers. JPMorgan Chase Chairman Jamie Dimon has said AI could be as transformational as electricity and the internet. So, it's no surprise that investors have been piling into potential AI winners.But, there are so many AI stocks out there that you may be wondering how to choose those that will indeed score an AI victor ...

Core Insights - The stock market is currently focused on the technology sector, particularly artificial intelligence and its supporting areas like semiconductors [1] - There are investment opportunities outside of the AI race, particularly in companies that utilize AI to enhance their business efficiency [2] Company Summaries Oracle Corporation - Oracle's stock forecast indicates a 12-month price target of $182.73, representing a 7.49% upside, with a high forecast of $220.00 and a low of $120.00 [3] - Analysts from Cantor Fitzgerald initiated coverage on Oracle with an Overweight rating, suggesting a potential upside of 22% from current trading levels [4] - Oracle's cloud business model is crucial for the infrastructure supporting AI development, indicating significant upside potential for the stock [5] Uber Technologies Inc. - Uber's stock forecast shows a 12-month price target of $90.94, with a 19.13% upside, and a high forecast of $115.00 [6] - The company has delivered a year-to-date performance of 35%, supported by its business model and AI integration [7] - Uber reported a gross profit margin of 33.2% and a free cash flow of $1.7 billion, more than double from the same quarter last year, indicating financial stability [9][10] Paycom Software Inc. - Paycom's stock forecast indicates a 12-month price target of $209.22, with a downside of 4.59%, and a high forecast of $248.00 [12] - Institutional investors increased their holdings in Paycom by 63.8%, reflecting confidence in the company's AI integration [13] - Paycom has a gross profit margin over 80% and a return on invested capital (ROIC) rate of 29.4%, making it an attractive target for investors [15]