Exxon Mobil (NYSE: XOM ) is about to report its quarterly earnings on Oct 6th. I recently added a very small number of XOM shares to my long-term portfolio. Because when I see a company with good fundamentals and it is consolidating inI’m Laura Bennett, the writer behind Sophos Research. I started my career as a software engineer at Amazon, where I spent over five years working on large-scale distributed systems and backend architecture. My background is deeply technical, and over the years, my writing on s ...

Key Points Oklo’s microreactors could revolutionize the nuclear industry. Nextracker’s solar tracking systems make solar panels more efficient. One company is still speculative, while the other is generating stable profits. 10 stocks we like better than Oklo › Oklo (NYSE: OKLO) and Nextracker (NASDAQ: NXT) both aim to disrupt established segments of the energy industry with newer technologies. Oklo develops small microreactors that can be linked together in smaller deployments than traditional nuc ...

Core Viewpoint - Amazon.com Inc. is currently facing resistance around $240, with shares trading just above $220, indicating a pivotal moment for the stock as it approaches all-time highs [1][4]. Upcoming Events - The company's Prime Deal Days event is scheduled for October 7-8, which is expected to catalyze sales and potentially boost stock momentum [2][7]. Bullish Expectations - Analysts are optimistic about the upcoming Prime Day, with Truist Financial maintaining a Buy rating and raising its price target to $270, while Wedbush has an Outperform rating with a $250 target, suggesting a potential upside of 20% from current levels [3][4]. Investment Strategies - **Strategy 1: Buy Ahead of Prime Day Momentum** - Investors are encouraged to buy shares before the event, anticipating that historical trends will repeat and drive consumer spending and Q4 earnings momentum [5][8]. - Early participation allows investors to benefit from a potential breakout above $240, targeting the $270-$280 range [9]. - **Strategy 2: Wait for a Confirmed Breakout** - A more cautious approach involves waiting for a high-volume breakout above $240, which would signal a stronger bullish trend and mitigate the risk of a triple-top formation [10][11]. Market Analysis - Amazon's MarketRank is in the 98th percentile, with a Buy rating and a projected earnings growth of 17.91%, indicating strong market sentiment [6][7]. - The company is expanding aggressively into high-growth sectors like advertising and cloud computing, supported by a favorable macro environment for tech stocks [8].

Oracle (ORCL) stock saw focus once again after reports surfaced the company would play the key role for the United States restructuring of TikTok. Oracle would rebuild and retrain a domestic-only iteration of TikTok’s algorithm away from ByteDance, the Chinese parent company, according to a White House official. The deal also places Oracle as the party responsible for TikTok’s United States user data through a cloud framework. Though the shares of Oracle slipped by over 5% for the current session, the sha ...

Oracle is shaking up its executive suite as it sets its sights set on AI infrastructure dominance. The company announced Monday that it is promoting Clay Magouyrk and Mike Sicilia to co-CEO roles.  Magouyrk joined Oracle in 2014 from Amazon Web Services. He was a founding member of Oracle’s cloud engineering team and has served as the president of Oracle’s cloud infrastructure business unit for more than a decade.   Sicilia has served as the president of Oracle’s industries division since June. He held sev ...

Group 1: Company News - Klarna debuted on the New York Stock Exchange, raising $1.37 billion, but experts express concerns about users potentially taking on excessive loans and payment burdens [6] - Oracle cofounder Larry Ellison has become the world's richest person with a net worth of approximately $393 billion, boosted by a significant increase in Oracle's stock value following positive earnings reports [7] Group 2: Market Updates - S&P 500 futures increased by 0.13%, while other major indices such as STOXX Europe 600 and Japan's Nikkei 225 saw gains of 0.35% and 1.22% respectively [11] - Bitcoin's value rose to $114,156.00, indicating a positive trend in cryptocurrency markets [11] Group 3: Industry Trends - The launch of Amazon-owned Zoox's robotaxi services in Las Vegas marks a significant step in the autonomous vehicle industry, with initial rides being offered free of charge [10]

The 0.1% decline in Producer Price Index (PPI) and core PPI inflation surprised investors on Wednesday, Sept. 10, leaving the market with a mixed but ultimately positive reaction. The S&P 500 and tech-heavy Nasdaq Composite reached record highs, but the Dow Jones Industrial Average slipped. The S&P 500 was 0.30% higher at closing, reaching a 52-week high in early trading hours. Nasdaq was up 0.03%, after reaching a 52-week high for the second consecutive day during trading hours. Despite Nvidia being a to ...

AI 行业趋势与机遇 - AI 趋势预计将持续十年，目前仍处于早期阶段 [2][3] - 运行股票投资组合时，必须持有 AI 敞口 [3] - Oracle 的云基础设施 AI 业务被低估，且医疗保健领域也存在潜力 [4] - 半导体计算领域在过去 30 多年里以高于 GDP 2% 的速度增长，预计未来五到七年将以高于 GDP 5-7% 的速度增长 [5] - Oracle 的积压订单巨大，Nvidia 首席执行官 Jensen 预计全球数据中心资本支出将从 6000 亿美元增长到 2028 年的 1 万亿美元，甚至可能在 2030 年达到 3-4 万亿美元 [7][8] 投资策略与风险 - 投资者最终将关注资本支出的回报，以及如何从受益者过渡到生产力受益者 [5] - 加速收入增长、利润率扩张和超出预期是关键，估值对选择标的影响不大 [6] - 建议超配半导体而非软件 [5] - 建议关注 Broadcom、Nvidia、Amazon 等超大规模企业，以及半导体产业链上的其他公司 [8][9] 关键公司与技术 - Nvidia 是 AI 领域的领头羊 [1] - Oracle 在云基础设施和医疗保健领域具有潜力 [4] - KLA、ASML、Applied Materials、Cadence 和 Synopsys 等公司至关重要 [9][10] - 台积电是最重要的资产 [9]

Oracle cofounder Larry Ellison beat out Tesla CEO Elon Musk to claim the title of world’s richest person for the first time Wednesday. The 81-year-old executive chairman has benefitted from Oracle’s growing cloud-infrastructure business; most notably this week, as the company announced it won several billion-dollar contracts in its most recent quarter. The 81-year-old cofounder of software giant Oracle beat out Elon Musk to claim the title of world’s richest person for the first time. Ellison, who cofo ...

Core Insights - The company reported a strong performance in Q2 2025, with Revenue and Adjusted EBITDA increasing by 6% and 8% respectively, while overall EBITDA more than doubled, reflecting the impact of previous consolidation programs and investments in AI-led efficiency [1][9]. Financial Performance - Total Revenue for Q2 2025 reached €147.4 million, up 6% from €138.7 million in Q2 2024 [9]. - Adjusted EBITDA for Q2 2025 was €18.9 million, an increase of 8% compared to €17.5 million in Q2 2024 [9]. - EBITDA for Q2 2025 stood at €14.0 million, showing a significant increase of 109% from €6.7 million in Q2 2024 [9]. - For the first half of 2025, Total Revenue was €275.4 million, a 7% increase from €258.4 million in H1 2024 [9]. - Adjusted EBITDA for H1 2025 was €30.5 million, up 12% from €27.3 million in H1 2024 [9]. - EBITDA for H1 2025 reached €21.8 million, a 91% increase compared to €11.4 million in H1 2024 [9]. Strategic Focus - The company is undergoing a transformation to simplify its structure and focus on core assets, reinforcing digital advertising as its primary business [3][5]. - The divestment of Whow Games for €65 million is part of this strategy, allowing the company to concentrate on its Advertising Platform and enhance profitability through efficiencies and AI [4][6]. - The continuing operations, particularly the Platform segment, have shown record-breaking performance due to recent consolidation and integration efforts [6][8].