If the U.S. continues to impose AI semiconductor restrictions on China, then chipmaker Huawei will take advantage of its position in the world's second-largest economy, Nvidia CEO Jensen Huang told CNBC Thursday."Our technology is a generation ahead of theirs," Huang told CNBC at the sidelines of the Viva Technology conference in Paris.However, he warned that: "If the United States doesn't want to partake, participate in China, Huawei has got China covered, and Huawei has got everybody else covered."In the ...

Core Insights - Oracle's fourth-quarter results exceeded Wall Street expectations with earnings of $1.70 per share and sales of $15.9 billion, surpassing consensus estimates of $1.64 and $15.6 billion respectively [2] - The growth in cloud services, particularly cloud infrastructure, was a significant driver, with a 52% increase in Q4 and a projected 70% growth for fiscal year 2026 [2] - Following the positive results, Oracle's stock rose 8% to approximately $190 in extended trading [2] Financial Performance - Oracle's revenues have shown notable growth, with a 10.7% average annual increase over the last three years compared to 5.5% for the S&P 500 [8] - In the last 12 months, revenues grew 8.4% from $53 billion to $57 billion, while quarterly revenues increased 11% to $16 billion from $14 billion a year ago [8] - The company reported an operating income of $18 billion, resulting in a high operating margin of 30.8% [15] Valuation Metrics - Oracle's price-to-sales (P/S) ratio stands at 9.5, significantly higher than the S&P 500's 3.0, and its price-to-earnings (P/E) ratio is 43.7 compared to the benchmark's 26.4 [8] - The current P/S ratio of 9.5 is above Oracle's three-year average of 6.6, reflecting a justified increase in valuation due to strong growth prospects [12] Financial Stability - Oracle's balance sheet is described as neutral, with a debt figure of $104 billion and a market capitalization of $494 billion, resulting in a moderate debt-to-equity ratio of 21.0% [15] - Cash and cash equivalents amount to $11 billion out of total assets of $168 billion, leading to a cash-to-assets ratio of 6.7% [15] Resilience During Downturns - Oracle's stock has shown resilience during market downturns, outperforming the S&P 500 in several recent crises [11][16] - The stock fully recovered from significant declines during past market crises, indicating strong recovery potential [16]

Warren Buffett is the incredibly successful CEO of Berkshire Hathaway (BRK.A -0.53%) (BRK.B -0.55%). The stocks his company owns tend to receive plenty of extra attention from investors who want to mimic his investment approach (and match the level of returns Berkshire manages).There's a dichotomy today in the energy sector, in which Buffett owns two very different energy stocks. Which of these energy stocks is the better option for your portfolio?What does Warren Buffett do?Warren Buffett is the CEO of a c ...

A short-term setback gives investors a chance to buy this company, growing its share of a projected $1 trillion market.While the S&P 500 has mostly recovered from its drop earlier this year, most analysts have adjusted their earnings expectations lower due to rising trade tensions and economic uncertainty. As a result, many stocks still look expensive in today's market.Finding a bargain among them sometimes requires looking at stocks beaten down in recent months. Short-term challenges can often create great ...

After soaring to success in the early days of the COVID-19 pandemic, Moderna (MRNA 0.20%) experienced a reversal of fortune. The coronavirus vaccine maker has seen revenue plummet as demand for this flagship product -- Moderna's first to be approved -- has slipped. As a result, the stock fell out of favor with investors, leading to a decline of about 80% over the past three years.Since that time, the biotech company has delivered positive news, from the approval of a second product -- its respiratory syncyt ...

I am rating Devon Energy (NYSE: DVN ) with a Buy and a $40 price target. Based on historical valuations of a 4.8x EV/EBITDA multiple, the company is undervalued, trading at roughly 4.1x. Before diving into the main points of this article, I will provideWith over two decades of experience, Jaime is a former sell-side and buy-side equity research analyst with deep and extensive knowledge of the energy and clean technology sector. He is a long-only fundamental analyst focusing on small to mid-cap companies. No ...

This trio of quality dividend stocks ranges from $31 per share to $5,600. Yet all three stand out from the crowd as compelling buys.Buying stocks is especially fun when you're a dividend investor. Every share means more annual dividend income for your portfolio.Any time you can buy a dividend stock for less than you believe it's worth, that's a smart buy. It's subjective, but there are several dividend stocks in the market right now, sitting at compelling prices that make sense for long-term investors.Here ...

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There are mammoth opportunities in artificial intelligence (AI) for growth investors to consider. AI has the potential to revolutionize companies in multiple industries by making operations more efficient and taking over and/or eliminating mundane and routine tasks along the way. The big challenge, of course, is picking the right AI stock. There are many companies out there that are involved in AI, but that doesn't necessarily mean they will be winners in the space. This article focuses on two popular AI st ...

Roblox (RBLX 2.58%) has revolutionized video gaming in many respects. Its ecosystem supports user-created games and fosters social interaction to provide an enjoyable user experience. Taking that approach, it built an environment that draws an average of 98 million daily active users (DAUs) as of the first quarter of 2025. Such a value proposition drew investors to the stock during the pandemic's height. Even though the stock price dropped significantly in the 2022 bear market, its recovery has gained momen ...