Core Viewpoint - Pomerantz LLP is investigating potential securities fraud or unlawful business practices by Oracle Corporation and its officers or directors, following significant stock price declines related to financial disclosures and debt financing efforts [1]. Group 1: Contract and Financial Developments - On September 10, 2025, Oracle announced a $300 billion, five-year cloud computing contract with OpenAI to supply computing power [3]. - On November 13, 2025, Oracle sought to raise an additional $38 billion in debt to fund its AI initiatives, which included financing two data centers for the Oracle-OpenAI agreement [3]. - Following the debt announcement, Oracle's stock price dropped by $9.42 per share, or 4.15%, closing at $217.57 on November 13, 2025 [3]. Group 2: Earnings Call and CapEx Disclosure - During a December 10, 2025 earnings call, Oracle's Executive Vice President disclosed an expected increase in fiscal 2026 capital expenditures (CapEx) by approximately $15 billion compared to previous forecasts [4]. - This announcement led to a significant decline in Oracle's stock price, which fell by $24.16 per share, or 10.83%, closing at $198.85 on December 11, 2025 [4].

>> WE WERE SEEING THE AI JITTERS BACK IN THE MARKET. >> THE RISK ATMOSPHERE IS ELEVATED. >> THE DISPERSION BETWEEN THE HAVE AND HAVE-NOTS ARE ALMOST UNBELIEVABLE.>> PEOPLE SHOULD NOT BE CONCERNED ABOUT THE ABSOLUTE INCREASE IN MARKET CAPITALIZATION. THE CONCERN SHOULD BE THE CAP -- THE CONCENTRATION. >> EARNINGS GROWTH IS THE LAST ENGINE OF RETURN AND THAT ENGINE IS STILL GOING.>> THIS IS BLOOMBERG SURVEILLANCE. JONATHAN: LIVE FROM NEW YORK CITY THIS MORNING, GOOD MORNING. FOR OUR AUDIENCE WORLDWIDE, BLOOMB ...

So what do you do in the meantime during this financial eternity where suddenly there's a question about whether Main Street gets some of the stimulus. And frankly, Wall Street is struggling with questions around artificial intelligence. So not to be too wonky, but one of the things we say we want you to go up in quality.So higher quality companies, good balance sheets, good stewards of capital. In addition to that, we don't think it's the time to go bottom fishing, Right. The chart can't look bad.Sure, it ...

Core Insights - Bloom Energy's stock surged 291.2% in 2025, driven by the demand for data centers amid the AI boom and the company's technology addressing energy needs [1][2] Group 1: Market Dynamics - The global data center industry attracted over $61 billion in investments in 2025, highlighting the growing demand for reliable energy solutions [2] - Rapid off-grid power deployment is now the primary requirement for data center builders and operators, positioning Bloom Energy favorably in the market [8] Group 2: Strategic Partnerships - In 2025, Bloom Energy signed a $5 billion partnership with Brookfield Asset Management to develop AI factories powered by its energy servers [3] - Earlier in 2025, Bloom Energy deployed fuel cells for Oracle in just 90 days, showcasing its competitive advantage over traditional utilities [3] Group 3: Financial Performance - Bloom Energy achieved its fourth consecutive quarter of record revenue in October 2025, with a 38% revenue increase to nearly $1.2 billion and an 88% surge in gross profit [4] - The company transitioned from an operating loss in Q3 2024 to an operating income of $7.8 million in Q3 2025, indicating a path toward profitable scaling [5] Group 4: Future Outlook - Bloom Energy's stock gained an additional 74% in 2026 following a $2.65 billion deal with American Electric Power for solid oxide fuel cells [6] - The company is doubling its capacity to meet increasing demand, further solidifying its position as a key power supplier for data centers [6][8]

Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers a range of services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund has a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] Investment Strategy - Khaveen Investments employs a multifaceted investment approach that integrates top-down and bottom-up analysis [1] - The firm blends three core strategies: global macro, fundamental, and quantitative [1] - Core expertise lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the SEC and offers a range of services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund has a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] Investment Strategies - Khaveen Investments employs a multifaceted investment approach that integrates top-down and bottom-up analysis [1] - The firm blends three core strategies: global macro, fundamental, and quantitative [1] Focus Areas - The core expertise of Khaveen Investments lies in disruptive technologies that are transforming modern industries [1] - Key focus areas include Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

NEW YORK, Feb. 3, 2026 /PRNewswire/ -- Oracle Financial Services Summit -- Oracle Financial Services is transforming banking with an enterprise-class suite of AI-infused applications, design tools, frameworks and pre-built AI agents. With these advancements, banks can benefit from intelligent, conversational interfaces and autonomous AI agents. These capabilities allow financial institutions to better understand and anticipate customers' evolving needs and deliver hyper-personalized service whether the cust ...

Market Overview - The AI trade has become overcrowded, with only Google and Nvidia outperforming the S&P 500 index in 2025, indicating a challenging environment for investors seeking alpha stocks in 2026 [1] - Goldman Sachs suggests that diversification may yield better risk-adjusted returns in 2026, recommending a focus on emerging markets and a mix of growth and value stocks across sectors [2] Investment Trends - Large companies, particularly AI "hyperscalers" like Meta, Amazon, Alphabet, Microsoft, and Oracle, invested over $400 billion in capital expenditures in 2025, significantly exceeding previous forecasts by nearly $150 billion [3] - These companies are expected to continue facing challenges due to the weight of their investments, which may create opportunities in other sectors [4] Stock Recommendations - SiTime Corporation (NASDAQ:SITM) has a potential upside of 5.96% with 35 hedge fund holders, and recent price target increases from UBS and Barclays suggest strong growth prospects driven by AI ventures [7][8] - Krystal Biotech, Inc. (NASDAQ:KRYS) shows a potential upside of 10.5% with 26 hedge fund holders, and multiple analysts have raised their price targets, indicating confidence in the company's growth through its registrational programs and existing product pipeline [11][13][15]

Market Analysis by covering: Oracle Corporation. Read 's Market Analysis on Investing.com ...

Core Viewpoint - Oracle Corporation is focusing on expanding its cloud infrastructure and has a positive outlook with a significant price target set by Piper Sandler, indicating potential growth in its stock value [1][5]. Group 1: Financial Strategies - Oracle plans to raise between $45 billion and $50 billion through a significant bond sale to enhance its cloud services, addressing the growing market demand [2][5]. - The funds will be sourced from a mix of debt and equity sales, indicating a strategic approach to financing its expansion [2]. Group 2: Stock Performance - Oracle's stock price has decreased by 2.70%, or $4.45, bringing it to $160.13, with fluctuations between $160 and $171.20 on the same day [3]. - Over the past year, Oracle's stock has experienced significant volatility, with a high of $345.72 and a low of $118.86 [3][5]. Group 3: Market Position - Oracle's market capitalization is approximately $460.07 billion, reflecting its substantial presence in the tech industry [4]. - The trading volume on the NYSE is 43.25 million shares, indicating active investor interest in the company [4].