Core Viewpoint - Oracle's stock surge into the $300s is viewed as an "overshoot," leading to a "Hold/Neutral/Avoid" rating due to concerns over stock overvaluation and risks associated with its aggressive cloud expansion strategy [1] Group 1: Company Analysis - Oracle is aggressively pursuing its goal to become the fourth major cloud hyperscaler, which presents significant risk factors [1] - The current market environment is described as an asset bubble, which could impact Oracle's stock performance [1] Group 2: Investment Strategy - The Quantamental Investor (TQI) aims to simplify investing and provide tools for risk management, including model portfolios and proprietary software [1] - TQI publishes premium equity research reports and offers insights through various platforms, including a free newsletter and social media [1]

Join me now take a look back [music] at 2025 and look ahead into 2026. It's Jay Woods, chief global strategist [music] at Freedom Capital Markets, who's got his eye on the ball on what's set to move markets today, the rest of the year, and into next year. So today, let's start out with a look at Micron because I know you were across this one.Um, and I saw what your thought was. A little squeamish given the uh run it's had this year. It delivered a big earnings beat.Oh my gosh. Yeah. >> Uh the stock was alre ...

Across all aspects of Micron's business — DRAM, NAND, high-bandwidth memory (HBM), and data centers — the company saw unprecedented growth. Revenue, operating cash flows, and margins of all business units expanded, driven by strong demand for HBM and other products used in AI applications. Micron also significantly raised its outlook far above consensus expectations. Despite ongoing concerns about an AI bubble, these results demonstrate robust underlying demand, indicating the AI boom remains firmly intact. ...

24/7 Wall St. Quick Read Micron Technology (MU) reported record Q1 revenue of $13.64B (up 57% year-over-year) and earnings of $4.78 per share. Micron fully sold out its 2026 HBM supply. Micron raised capital expenditure plans to $20B from $18B to expand HBM and advanced DRAM production capacity. The HBM market is forecast to grow at a 40% annual rate through 2028 to reach $100B from $35B in 2025. If you’re thinking about retiring or know someone who is, there are three quick questions causing many ...

Core Insights - Recent market-shaking events are not prioritized by investors for 2026 [1] Group 1 - Investors are currently focused on different priorities for 2026, despite recent market disruptions [1]

While Vanguard 500 Index Fund ETF Shares (NASDAQ:VOO) dominates the most popular ETF rankings with $1.5 trillion in assets and an industry leading 0.03% expense ratio, income investors should consider ProShares S&P 500Dividend Aristocrats ETF (NYSEARCA:NOBL) for superior cash flow. ...

NEW YORK--(BUSINESS WIRE)--MediaCo Holding Inc. (Nasdaq: MDIA), today announced the newest addition to the rapidly growing Don Cheto Network: KZOM-FM 96.5 in Phoenix, Arizona. Owned by Orozco Broadcasting, the station officially launched Don Cheto programming on December 15th, bringing one of the nation's most beloved and influential Spanish-language entertainment brands to one of the fastest-growing Latino markets in the country. The partnership further strengthens Don Cheto's presence across. ...

Core Viewpoint - A class action lawsuit has been filed against Skye Bioscience, Inc. for allegedly misleading investors regarding the efficacy of its lead product candidate, nimacimab, during the specified Class Period [1][3]. Company Overview - Skye Bioscience, Inc. is a clinical-stage biotechnology company based in San Diego, focusing on developing treatments for obesity and metabolic diseases [2]. Legal Action Details - The lawsuit is on behalf of investors who acquired Skye securities from November 4, 2024, to October 3, 2025, and they have until January 16, 2026, to seek appointment as lead plaintiff [2]. - The complaint claims that Skye failed to disclose that the efficacy of nimacimab was lower than represented, leading to an overstatement of the drug's clinical and commercial potential [3]. Stock Performance Impact - Following the announcement on October 6, 2025, that the primary endpoint of the Phase 2a study of nimacimab was not met, Skye's stock price fell by $2.85 per share, a decline of 60%, closing at $1.90 [4].

Core Insights - Artificial intelligence (AI) stocks have performed exceptionally well, with the Global X Artificial Intelligence & Technology ETF rising approximately 150% since the beginning of 2023, compared to a 78% increase in the S&P 500 [1][2] Company Analysis - Oracle's recent earnings report revealed adjusted earnings per share of $2.26, surpassing estimates of $1.64, but its revenue of $16.06 billion fell short of the forecast of $16.21 billion [5] - A significant increase in AI-related spending was noted, with Oracle's capital expenditures reaching $12 billion, up from $4 billion in the previous year, and guidance for total capital expenditures for the fiscal year raised from $35 billion to $50 billion [6] - Oracle's debt has risen sharply to $108.1 billion, compared to $92.6 billion at the end of May, while current assets stand at only $34.4 billion, raising concerns about the sustainability of its AI investments [7][8]

Share IRVINE, Calif.--(BUSINESS WIRE)--Viant Technology Inc. (NASDAQ: DSP), a leader in CTV and AI- powered programmatic advertising, today announced a strategic integration with iHeartMedia, the No. 1 audio company in the U.S. and the No. 1 podcast publisher globally according to Podtrac, to deliver enhanced addressability, measurement, and programmatic innovation across podcasts, streaming and broadcast radio. "By combining iHeartMedia's unmatched scale with Viant's AI-powered platform, we're unlocking th ...