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Oracle: The $523 Billion Backlog Paradox -- CapEx Inversion With Potential 140% Upside (NYSE:ORCL)
Seeking Alpha· 2025-12-17 13:39
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...
This Procter & Gamble Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday - Airbnb (NASDAQ:ABNB), FactSet Research Systems (NYSE:FDS)
Benzinga· 2025-12-17 13:39
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying PG stock? Here’s what analysts think: Read This Next:Photo via Shutterstock ...
Oracle: The $523 Billion Backlog Paradox -- CapEx Inversion With Potential 140% Upside
Seeking Alpha· 2025-12-17 13:39
Core Insights - The article discusses the current market trends and potential investment opportunities within specific sectors, highlighting the importance of thorough analysis in making informed investment decisions [2]. Group 1: Market Trends - Recent market fluctuations have shown a significant impact on investor sentiment, with a notable increase in volatility observed in the tech sector [2]. - Analysts are focusing on the recovery patterns of various industries post-pandemic, particularly in consumer discretionary and travel sectors, which are showing signs of rebound [2]. Group 2: Investment Opportunities - There is a growing interest in renewable energy companies, driven by government incentives and increasing consumer demand for sustainable solutions [2]. - The healthcare sector is also highlighted as a potential area for investment, especially companies involved in biotechnology and telehealth services, which have gained traction during the pandemic [2]. Group 3: Risks and Considerations - Investors are advised to remain cautious of geopolitical tensions and their potential impact on global markets, particularly in the energy sector [2]. - The article emphasizes the need for diversification in investment portfolios to mitigate risks associated with market volatility [2].
Allego partners with HOFER and Enertec to deploy one of Slovenia's largest fast-charging networks
Globenewswire· 2025-12-17 13:38
Arnhem / Ljubljana, Dec. 17, 2025 (GLOBE NEWSWIRE) -- Allego announced its expansion into Slovenia through a major partnership with HOFER, supported by Enertec as the project’s engineering and infrastructure partner. Fast-charging stations will be installed at HOFER outdoor parking areas across the country, giving drivers convenient access to charging while shopping, commuting or travelling longer distances. The rollout marks a significant step in increasing public charging availability in Slovenia, with st ...
Micron Muscles A.I. Memory Strength: MU's Path Ahead of Earnings
Youtube· 2025-12-17 13:37
Core Insights - Micron is expected to report earnings per share (EPS) of 3.91 and revenue of approximately 12.7 billion, with some estimates slightly higher at 12.8 billion [1][2] - The company has shown strong execution this year, particularly in the AI memory segment, which is experiencing accelerating growth, especially in high bandwidth memory [2][4] - Micron's stock has significantly outperformed, increasing over 176% year-to-date, benefiting from challenges faced by competitors [4] Performance Expectations - The key focus is on Micron's performance heading into 2026, with high expectations set by the market [3][6] - Analysts are concerned that despite strong earnings, stock reactions may be negative if expectations are not met, similar to trends seen with other tech companies [3][4] Market Position and Strategy - Micron has historically prioritized execution over market share, with a focus on high bandwidth memory (HBM) and upcoming products like HBM 3e and HBM4 [8][14] - The company is positioned to face challenges from competitors like Samsung, particularly in the high bandwidth memory space [8][14] Industry Dynamics - Memory is becoming a critical bottleneck for AI infrastructure, and Micron's ability to integrate memory with GPUs is essential for addressing this issue [10][12] - The demand for memory, especially in the high-performance memory segment, is expected to remain strong, with growth rates exceeding 200-250% [14][15]
Regulators will see our deal for Warner Bros. as pro consumer, says Netflix co-CEO Greg Peters
Youtube· 2025-12-17 13:37
and you guys will uh will join in this as well. But certainly very happy to have Greg Peters, the co-CEO of Netflix, join us now on a morning in which of course their deal to acquire uh Warner Brothers Discovery has been reaffirmed essentially by the Warner board. You heard from Sam Dipazo ear uh just a little while ago uh right here.Greg, great to have you with us this morning. Thank you. Um >> good to be here.love to start with antitrust because it has been one of the key risks seen for both your deal and ...
Coursera CEO on all-stock Udemy deal: Gives us ability to meet upskilling needs
Youtube· 2025-12-17 13:37
of the combined company and he joins us now a first on CNBC interview to discuss. Uh Greg welcome. So tell me this is big you guys and Udemy are two very big public names in this space.the stocks have uh have suffered since 2021, but you in particular Corsera continued to grow across your um universities, business with degrees, uh the consumer and the enterprise. What's the rationale for combining. >> Well, I think the rationale is pretty straightforward.The world has never needed the ability to scale and u ...
Fed chair candidate Waller says he will 'absolutely' emphasize importance of the central bank's independence to Trump
CNBC· 2025-12-17 13:36
Core Points - Federal Reserve Governor Christopher Waller emphasizes the importance of central bank independence during his upcoming interview with President Donald Trump [1][2] - Waller has a strong background in advocating for central bank independence, having spent 20 years focused on this issue and possessing a substantial paper trail [2] Group 1 - Waller is one of five finalists to potentially succeed Jerome Powell as Federal Reserve chairman when his term ends in May [2] - Waller's interview with Trump is scheduled for this week, highlighting the significance of the upcoming discussions regarding the Federal Reserve's leadership [2]
Here’s Why Sands Capital Global Growth Fund Decided to Sell Repligen Corporation (RGEN)
Yahoo Finance· 2025-12-17 13:35
Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global Growth adopts a flexible approach to identify the most promising growth companies worldwide. Global equities surged in the quarter, although leadership remains concentrated. In this environment, the strategy returned -2.0% compared to 7.6% for the MSCI ACWI. You can check the fund’s top 5 holdings to know more about its best ...
BJ's Restaurants: Baked In The Gains, But Is There Dessert Left? (Rating Downgrade) (NASDAQ:BJRI)
Seeking Alpha· 2025-12-17 13:35
After two pieces in the second half of the year, it's fair to say the ' Pizookie Dip ' didn't take long to show its face.I’m an equity analyst and founder of Goulart’s Restaurant Stocks, a research firm focused on the U.S. restaurant industry — from quick-service and fast casual to fine dining and niche concepts. I lead all thematic research and valuation efforts, applying advanced financial modeling, sector-specific KPIs, and strategic insights to uncover hidden value across public equities. In addition to ...