Though artificial intelligence (AI) has been around for a while, the technology is gaining new capabilities thanks to rapid advancements. And this might still just be in the early innings of this new phase. Over the long term, leaders in AI could reap massive profits and reward their shareholders along the way.There are several corporations whose AI work looks more than promising. One of the more attractive is Alphabet (GOOG -0.69%) (GOOGL -0.68%). Here's why buying this tech leader now could set investors ...

Core Insights - O2 Czech Republic has deployed Nokia 5G Standalone (SA) Core software, becoming the first operator in the country to do so, which will enhance its ability to offer advanced 5G services like slicing for improved customer experience [1][8] - The deployment aligns with O2 Czech Republic's cloud-first strategy, enabling faster delivery of new 5G services with lower latency and enhanced security, while avoiding vendor lock-in for data and analytics [2][4] - Nokia's cloud-native 5G Core portfolio allows O2 Czech Republic to provide new network services in multi-cloud environments, ensuring quick, secure, and scalable operations [3][5] Market Position - Nokia leads the global market in 5G SA Core deployments, with 52 operators currently live on 5G Standalone service and a total of 125 Core Service Provider customers as of the end of Q1 2025 [5] - The deployment of Nokia's Core Network portfolio, which is fully cloud-native, facilitates easier operation of full 4G/5G Core in cloud-native network functions for operators [5] Strategic Implications - The deployment is expected to drive greater service reliability for O2 Czech Republic subscribers and create new revenue streams for the operator [8] - Nokia's commitment to innovation and digital transformation is reflected in this deployment, enhancing the security and reliability of O2 Czech Republic's network infrastructure [4]

Core Insights - Oracle's fourth-quarter results exceeded Wall Street expectations with earnings of $1.70 per share and sales of $15.9 billion, surpassing consensus estimates of $1.64 and $15.6 billion respectively [2] - The growth in cloud services, particularly cloud infrastructure, was a significant driver, with a 52% increase in Q4 and a projected 70% growth for fiscal year 2026 [2] - Following the positive results, Oracle's stock rose 8% to approximately $190 in extended trading [2] Financial Performance - Oracle's revenues have shown notable growth, with a 10.7% average annual increase over the last three years compared to 5.5% for the S&P 500 [8] - In the last 12 months, revenues grew 8.4% from $53 billion to $57 billion, while quarterly revenues increased 11% to $16 billion from $14 billion a year ago [8] - The company reported an operating income of $18 billion, resulting in a high operating margin of 30.8% [15] Valuation Metrics - Oracle's price-to-sales (P/S) ratio stands at 9.5, significantly higher than the S&P 500's 3.0, and its price-to-earnings (P/E) ratio is 43.7 compared to the benchmark's 26.4 [8] - The current P/S ratio of 9.5 is above Oracle's three-year average of 6.6, reflecting a justified increase in valuation due to strong growth prospects [12] Financial Stability - Oracle's balance sheet is described as neutral, with a debt figure of $104 billion and a market capitalization of $494 billion, resulting in a moderate debt-to-equity ratio of 21.0% [15] - Cash and cash equivalents amount to $11 billion out of total assets of $168 billion, leading to a cash-to-assets ratio of 6.7% [15] Resilience During Downturns - Oracle's stock has shown resilience during market downturns, outperforming the S&P 500 in several recent crises [11][16] - The stock fully recovered from significant declines during past market crises, indicating strong recovery potential [16]

Core Insights - Sika is positioning itself as a key player in the rapidly growing data center construction market, with over 1,000 data centers built using its solutions and a strong pipeline of new projects [1][3] - Global investments in data centers are expected to exceed CHF 400 billion by 2028, driven by the increasing demand for cloud computing, AI, and IoT [1][2] - The demand for data center capacity is projected to quadruple by 2030 compared to 2024, necessitating faster construction processes while maintaining high standards of quality and sustainability [2] Company Initiatives - Sika's end-to-end solutions from foundation to rooftop provide assurance to data center owners regarding the quality and reliability of construction [3] - The company has been collaborating with major industry players for over 15 years, leveraging its global presence and local technical support to add value for customers [3] Innovative Solutions - Sika's sustainable solutions can save approximately 13,000 tons of CO2-equivalent emissions over the lifetime of a 25,000 m² data center [4] - The company's fiber reinforcement technology eliminates the need for steel reinforcement in slabs-on-ground, enhancing sustainability and construction efficiency [4] - Sika offers advanced waterproofing systems and roofing solutions that reduce heat generation and cooling costs in data centers [5] Corporate Profile - Sika is a leading specialty chemicals company with a presence in 102 countries and over 400 factories, generating sales of CHF 11.76 billion in 2024 [6]

Well, meantime, Oracle shares popping here in overtime, just off session highs after reporting an earnings beat. The company saying expect fiscal 2026 revenue to be dramatically higher as it benefits from AI and cloud services. That earnings call kicks off in just a few minutes.And joining us now is Brent Threarch analyst has a buy rating on Oracle. Brent, welcome. So, we're just talking about Coreweave.And people might not think of Oracle as an AI infrastructure provider, but the argument in this report I ...

We want to turn now to Oracle. The company's fourth quarter results hitting the wire here and it looks like beating estimates uh both on earnings per share and revenue. Earnings per share coming in at a buck 70.That is 6 cents better than had been anticipated. Revenue in the fourth quarter adjusted revenue 15.9% billion. Analysts have been looking for about 15.6% billion.And you see the shares moving higher even though they've already had um a pretty good run here. Um and then the company is making some for ...

From left, former Fox Corp Executive Chairman Rupert Murdoch and Larry Ellison, Oracle's co-founder, chief technology officer and executive chairman, listen as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House in Washington on Feb. 3, 2025.Oracle shares rose about 8% in extended trading on Wednesday after the software maker reported results that exceeded Wall Street estimates and signaled that cloud growth is accelerating.Here's how the company did in comparison with LSEG ...

DigitalBridge Group (DBRG) 2025 Conference June 11, 2025 03:15 PM ET Speaker0 Good afternoon and thanks for joining us for our last fireside chat of the Morgan Stanley Financials Conference. I'm Stephanie Ma, member of the brokers, asset managers and exchanges team for Morgan Stanley Research. For our final session of the day, it's my pleasure to welcome Mark Gansey, CEO of Digital Bridge. Digital Bridge is a leading global alternative asset manager specializing in digital infrastructure investing with $100 ...

Q4 Remaining Performance Obligations up 41% to $138 billion Q4 GAAP Earnings per Share $1.19, non-GAAP Earnings per Share $1.70 Q4 Total Revenue $15.9 billion, up 11% Q4 Cloud Revenue (IaaS plus SaaS) $6.7 billion, up 27% Q4 Cloud Infrastructure (IaaS) Revenue $3.0 billion, up 52% Q4 Cloud Application (SaaS) Revenue $3.7 billion, up 12% Q4 Fusion Cloud ERP (SaaS) Revenue $1.0 billion, up 22% Q4 NetSuite Cloud ERP (SaaS) Revenue $1.0 billion, up 18% FY 2025 Total Revenue $57.4 billion, up 8%AUSTIN, Texas, J ...

Jack Henry & Associates (JKHY) 2025 Conference June 11, 2025 01:00 PM ET Speaker0 Hello everybody. Speaker1 Howdy, howdy. Thanks for being with us Mimi. I'm James Fosses, Senior Fintech Analyst here at Morgan Stanley. And before we get started with Mimi Karzly, CFO and Treasurer of Jack Henry, I do have an important disclosure to read. Please see Morgan Stanley research the Morgan Stanley Research Disclosure website at morganstanley.com/researchdisclosures. And as a reminder, the taking of photographs and u ...