Cloud Computing

Search documents
Artificial Intelligence (AI) Backlog Has Exceeded $1 Trillion: 2 Ways You Can Benefit From This Massive Number
Yahoo Finance· 2025-09-27 17:31
Key Points That cost effectiveness explains why Amazon, Google, and Microsoft reported a combined revenue backlog of $669 billion at the end of the last quarter. Throw in Oracle's remaining performance obligations of $455 billion, and the backlog crosses the trillion-dollar mark. But how can you capitalize on this gigantic opportunity? These two chip stocks are no-brainer buys The cloud computing giants mentioned above have been quickly expanding their data center infrastructure so that they can fulfill the ...
Geopolitical Energy Stance and Divergent Tech Growth Forecasts Shape Market Outlook
Stock Market News· 2025-09-27 15:08
Key TakeawaysSlovakia has affirmed its commitment to not quickly abandon Russian oil supplies, a stance reiterated by President Peter Pellegrini during recent talks with US President Donald Trump in New York.Tesla (TSLA) is projected to lead the "Magnificent Seven" tech giants with an estimated 150% revenue growth over the five-year period from 2025 to 2030.Apple (AAPL) faces a comparatively modest growth outlook, with an estimated 10% revenue increase over the same five-year span.Other major tech players l ...
Ready to Retire Rich? 2 Growth Stocks That Could Soar 100% by 2030
The Motley Fool· 2025-09-27 10:35
These stocks have excellent track records of stock market performance, but they are far from having peaked.Investing in stocks is a great way to save for retirement. With enough time, even modest sums invested regularly can grow significantly and help people become rich -- or at least significantly richer -- by the time they are ready to leave the workforce. However, it's crucial to invest your money in the right stocks, as many will destroy their shareholders' wealth or lag behind the broader market.Two co ...
3 Genius Stocks to Buy and Hold Forever
The Motley Fool· 2025-09-27 09:30
Cloud computing companies have a huge growth runway.Finding stocks that you can buy and hold forever is a smart goal. By identifying and investing in these companies, you can shift your focus to other stocks while just letting these safe choices do their thing. However, investors must identify a trend that allows these companies to succeed over the long term; otherwise, they could turn out to be losing picks.Three stocks that I think are worth buying and holding forever are Microsoft (MSFT 0.88%), Alphabet ...
Prediction: This Artificial Intelligence (AI) Stock Will Be Worth More Than $5 Trillion by 2030 (Hint: It's Not Nvidia or Apple)
The Motley Fool· 2025-09-26 21:00
Amazon could pleasantly surprise long-term investors.The current leaders in the race toward a $5 trillion valuation seem obvious if you focus mainly on headlines: Nvidia, Apple, or Microsoft all appear likely to cross that milestone in the coming years.Yet another compound growth story is unfolding in the world of big tech that it would be easy to overlook. With a market-leading cloud computing business, a high-margin advertising business, and a faster, automated logistics network that continues to lower co ...
Jim Cramer Says Oracle (ORCL) Has A Culture Of Winning
Insider Monkey· 2025-09-26 12:58
We recently published 14 Stocks Jim Cramer Discussed Including His 2 Top Quantum Computing Stocks. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed.Cramer discussed the recent leadership change at Oracle Corporation (NYSE:ORCL) in detail, which saw the firm’s former CEO, Safra Catz, shift to a board leadership role and two co-CEOs take her place. The CNBC TV host discussed the former CEO, her successors, and the culture at Oracle:“Well I’ve got to tell you, there’s some very ...
Want to Invest Like a Billionaire? Here's 1 Stock Chase Coleman III Just Purchased.
The Motley Fool· 2025-09-26 08:44
When Coleman's Tiger Global Management buys 4 million shares of anything, it's good to pay attention.If I asked you to name a famous billionaire, I'm guessing Chase Coleman III wouldn't be the first one that comes to mind. But in the hedge fund world, he's practically royalty.Coleman is one of the "tiger cubs" who worked for Julian Robertson's Tiger Fund -- the first hedge fund ever -- and then went on to start his own. Today, Coleman's Tiger Global Management fund manages more than $34 billion in securitie ...
From A.I. to TikTok: Oracle's Leap to Tech Prominence
Youtube· 2025-09-25 21:01
[Music] This is Market Overtime. I'm Diane Kinghal at the New York Stock Exchange. Change is a foot at Oracle.The company announcing that it will have two new co-CEOs, Mike Sicilia and Clay McGoric. The move being seen as a testament to the company's increasing focus on AI and the cloud. Shares have been on a tear with the company becoming the biggest mega cap winner in the month of September.Joining me now is Derek Wood, managing director and senior analyst at TD Kawan to share his assessment of Oracle. De ...
Veeva to Host Virtual Investor Day on October 16, 2025
Prnewswire· 2025-09-25 20:05
Accessibility StatementSkip Navigation PLEASANTON, Calif., Sept. 25, 2025 /PRNewswire/ -- Veeva Systems (NYSE: VEEV) will host its investor day virtually on Thursday, October 16, 2025. The event will begin at 1:30 p.m. PT and will conclude at approximately 3:30 p.m. PT. Veeva will broadcast the presentations live on the company's investor relations website, ir.veeva.com, where a link to the archived webcast will also be available after the event. Event:Â Veeva Systems 2025 Investor Day Date: Thursday, Octob ...
Market is pricing in the most optimistic scenario for Oracle: Rothschild and Redburn's Alex Haissl
Youtube· 2025-09-25 19:44
is about 40% below where we are right now. We got the analyst behind the call. That is Alex Hazel joining us now live from London.Alex, I'm sure uh you've received some choice and colorful comments to your email inbox today. Uh but you call it as you see it. We appreciate it.What is the basis of this call. Um yeah, first of all, thanks for having me on the show. The basis is really we see like big headline figures in terms of like order wins and also revenues but our work really shows that the value uh subs ...