Core Insights - NYC Health + Hospitals, the largest municipal health care system in the U.S., is upgrading to Oracle Fusion Cloud Applications to streamline business processes and enhance the quality of health care services [1][2] - The integration aims to increase efficiency, reduce costs, and improve both employee and patient experiences [1][2] - The transition will also enhance IT security and reduce reliance on outdated software and hardware systems [1] Company Overview - NYC Health + Hospitals operates an integrated network that includes hospitals, community health centers, long-term care facilities, home care services, correctional health services, and a health insurance plan, serving over one million patients annually with a workforce of more than 45,000 employees [2] - The organization is focused on meeting evolving patient needs and improving business insights through a unified business platform [2] Operational Improvements - The use of Oracle Fusion Applications will allow NYC Health + Hospitals to reduce manual processes and improve the speed and accuracy of business operations [2][3] - The system will provide reliable data and advanced technology access, enabling informed decision-making and optimized operational processes [3] - Oracle Fusion Applications support continuous innovation with quarterly updates across a wide customer base, helping organizations stay ahead in the healthcare industry [3]

The Cloud 100 Methodology: Making The Definitive List Of The World’s Top Private Cloud Companies https://t.co/Kae2s5Qoqi #Cloud100 ...

In a decade, The #Cloud100 grew from $99B to $1.1T — proof of the cloud's compounding power, and just a preview of how AI will shape the next generation of software leaders. https://t.co/7G4QIc5UL4 (Illustration: Daniel Savage for Forbes) https://t.co/nhdcpsHxn6 ...

After a decade of tracking the top companies in cloud computing, one thing is certain: Artificial intelligence has taken over. Generative AI’s fingerprints are all over this year’s #Cloud100 list. Read more: https://t.co/bNDpW9DyLi (Illustration by Daniel Savage for Forbes) https://t.co/mHdBs37E4J ...

Market Overview - September is historically the worst month for U.S. stocks, with the S&P 500 retreating 56% of the time by an average of 1.17% since 1927 [1] - This September may differ due to a high probability of a Fed rate cut, which could support market strength despite seasonal weaknesses [2] Fed Rate Cut Probability - There is currently an 86.9% probability of a 25-basis point rate cut by the Fed in September, which could lead to a weaker dollar, falling bond yields, and rising stock prices [4] Earnings and Economic Outlook - The overall earnings picture remains stable as the Q2 earnings season concludes, with favorable earnings revisions trends noted for Q3 2025 and the last quarter of the year [5] - Despite concerns about a bubble in the AI sector, the boom continues, providing a positive backdrop for investors entering September [5] ETFs in Focus - Financial Select Sector SPDR ETF (XLF) is highlighted as a strong buy, with modest increases in estimates for several sectors including Finance, Tech, and Energy since the start of Q3 [7] - ALPS OShares U.S. Quality Dividend ETF (OUSA) is ranked as a buy, focusing on large and mid-cap dividend-paying issuers, offering safety in economic downturns [9] - VanEck Retail ETF (RTH) is rated as hold, benefiting from decent inflation levels and retail sales momentum, particularly during back-to-school shopping [10] - VanEck Gold Miners ETF (GDX) has seen gold prices rise over 4% in the past month, driven by Fed rate cut hopes and increased central bank demand [11][12] - First Trust NASDAQ Cybersecurity ETF (CIBR) is positioned well due to the shift towards cloud computing and heightened demand for cybersecurity solutions amid geopolitical tensions [13]

Industry Ranking - The article discusses the methodology behind creating the Cloud 100 list, which ranks the world's top private cloud companies [1] Company Focus - The Cloud 100 list aims to identify and recognize leading private cloud companies globally [1]

After a decade of tracking the top companies in cloud computing, one thing is certain: Artificial intelligence has taken over. #Cloud100 https://t.co/wnHdMkYViA ...

Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers a range of services including market and security research, business valuation, and wealth management [1] - Its flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing global macro, fundamental, and quantitative strategies [1] - The firm's expertise is concentrated 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 - The Vanguard Information Technology ETF (VGT) is positioned as a leading investment vehicle to capitalize on the AI revolution, with a low expense ratio of 0.09% [1][9] - The fund has outperformed the S&P 500 year-to-date, returning 12.1% compared to the S&P 500's 9.8% [2] - The fund's holdings include major players in the AI sector, with Nvidia, Microsoft, and Apple making up nearly half of its total assets [4] Fund Performance - As of September 1, the Vanguard Information Technology ETF has returned 12.1% year-to-date, outperforming the S&P 500 [2] - The fund has averaged a remarkable 22.4% annual return over the past decade, making it one of the best-performing ETFs globally [11] Holdings and Sector Exposure - The fund's largest holdings include Nvidia (18.2%), Microsoft (15.4%), and Apple (12.7%), reflecting concentrated exposure to key AI companies [4] - The fund encompasses 317 technology stocks, capturing the AI spillover effect across various sectors, including semiconductors, software, and hardware [5] Market Dynamics - The technology sector's dominance, representing over 30% of the S&P 500, is seen as a reflection of the ongoing AI transformation rather than a risk [6][7] - By focusing on technology, the fund avoids sectors being disrupted by AI, such as utilities and traditional banking [8] Investment Strategy - The Vanguard Information Technology ETF adopts a passive indexing approach, automatically rebalancing to include emerging AI leaders without requiring active management [9][10] - The fund is designed to capture the entire technology ecosystem that supports AI development, ensuring exposure to both current and future leaders in the space [13]

Group 1 - Oracle Corporation will release its first quarter fiscal year 2026 results on September 9, 2025, after the market closes [1] - A conference call and live webcast will be held at 4:00 p.m. Central Time to discuss the financial results [1] - The live webcast will be accessible on the Oracle Investor Relations website [1] Group 2 - Oracle provides integrated suites of applications and secure, autonomous infrastructure in the Oracle Cloud [2] - For more information about Oracle, the company can be visited at their official website [2]