The company has signed a deal that could contribute up to $30B in revenueShares of software name Oracle Corp Inc (NYSE:ORCL) are charging higher, up 5.6% at $221.72, at last glance, after an upgrade from Stifel to "buy" from "hold. The firm cited the company's cloud momentum, throwing in a lofty price-target hike to $250 from $180. Shortly after the bull note, Oracle also announced an anonymous cloud deal worth up to $30 billion in annual revenue starting in 2028.Oracle has been an outperformer on the chart ...

Key Takeaways EMCOR's data center work surged 112% YoY, hitting $3.6B of its $11.75B total backlog in Q1 2025. Demand is fueled by hyperscale and enterprise clients adopting cloud and generative-AI technologies. EME expects continued growth through 2026, supported by strong client visibility and record backlog.EMCOR Group, Inc. (EME) is gaining solid traction in the data center space, positioning itself to benefit from long-term demand in the digital infrastructure ecosystem. The company has significantly ...

The new solutions are part of the broader Oracle Banking Cloud Services portfolio, which includes Oracle Digital Banking Experience, Banking APIs, Originations, Accounts, Cash Management, Enterprise Limits and Collateral Management, Payments and Retail cloud services. Addressing the trade finance and supply chain finance gap The Asian Development Bank has reported1 that the global trade finance gap is estimated at USD $2.5 trillion or 10% of global merchandise trade, indicating the scarcity in the availabil ...

Tustin, CA, June 30, 2025 (GLOBE NEWSWIRE) -- CalEthos Inc., (OTCQB:GEDC), (“CalEthos” or the “Company”), today announced the formation of TerraVolt Infrastructure Inc. (TerraVolt), a subsidiary that was recently established to meet the escalating demand for sustainable, baseload, clean energy solutions for AI infrastructure and large-scale data centers. TerraVolt’s solution is an innovative Infrastructure-as-a-Service (IaaS) Platform that will integrate behind-the-meter geothermal power plants with pre-per ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, which include significant stock market updates such as suspensions, investments, acquisitions, and performance reports, marked in red for easy identification [1] - A company is currently researching digital solutions related to stablecoins, blockchain, cloud computing, cross-border payments, and AI [1] - Another company has completed the acceptance of a 1.6 billion yuan order for computing power operations [1] - A company has signed agreements for strategic cooperation in areas such as all-solid-state lithium-ion batteries, rare earth permanent magnets, and small metals [1]

Group 1: Pershing Square Capital Management's Portfolio Overview - A significant portion of Pershing Square Capital Management's portfolio, specifically 41.6%, is invested in three companies: Alphabet, Uber Technologies, and Chipotle Mexican Grill [2] - Alphabet constitutes approximately 14% of the portfolio, with over 5.7% in class A shares and nearly 8.3% in class C shares [4][5] - Uber Technologies represents 18.5% of the portfolio, being the largest holding as of the first quarter [8] - Chipotle Mexican Grill accounts for about 9.1% of the portfolio [12] Group 2: Alphabet Insights - Alphabet's stock underperformed in the first half of the year despite strong financial results, likely due to market concerns over regulatory risks, particularly an antitrust lawsuit [4][5] - The company is well-positioned for future growth in cloud computing and artificial intelligence, which are still in early stages [6] - Alphabet's YouTube platform and its competitive advantages, such as network effects and switching costs, contribute to its attractiveness for long-term investors [7] Group 3: Uber Technologies Insights - Uber has transformed into a profitable company, with first-quarter revenue growing 14% year over year to $11.5 billion and net income reaching $1.8 billion [9] - The company's competitive edge is reinforced by its network effect, as more drivers enhance its attractiveness to clients, significantly outpacing competitor Lyft in trips and gross bookings [10] - Long-term prospects for Uber are promising, especially as younger generations are driving less, increasing demand for ride-hailing services [11] Group 4: Chipotle Mexican Grill Insights - Chipotle's stock has faced challenges in 2025 due to potential tariff impacts and weak foot traffic, but it remains a consistently profitable business with strong margins [12][13] - The company is actively expanding, having opened 57 new locations in the first quarter, with a long-term goal of reaching 7,000 locations in the U.S. and Canada [14] - Despite current struggles, the recent dip in stock price presents a buying opportunity for long-term investors [14]

History may not always repeat, but the past can serve as a guide. For investors, looking at previous market winners might help us identify stocks that could outperform from here.In that vein, consider a leading niche retailer that usually flies under the radar. As of this writing, this retailer's stock is up by more than 55,000% since its initial public offering in April 1993. In just the last five years, it's up by 213%.Yet even after those monster gains, there's one reason why it could still be a smart bu ...

Key Takeaways Oracle and Intuit represent different AI-driven approaches to enterprise software markets. ORCL's cloud revenues surged 27% but face capacity constraints requiring $25B capex investment. INTU offers superior upside potential with 77% recurring revenues and expanding SMB market focus.Two enterprise software giants are commanding investor attention as artificial intelligence reshapes the business solutions landscape. Oracle (ORCL) , the database and cloud infrastructure stalwart, and Intuit (I ...

Key Takeaways UIS is driving a strategic turnaround with AI tools, DSS, cybersecurity, and cost control initiatives. UIS posted 80% TCV growth and expects DSS contracts and DWS backlog to lift H2 2025 revenues. IBM is scaling AI via watsonx, Red Hat and SAP deals, with 80% of software revenue now recurring.In today’s dynamic tech landscape, investors are increasingly eyeing IT services stocks that strike a balance between innovation and stability. Unisys Corporation (UIS) and International Business Machin ...

Key Takeaways CIEN and Telxius set a record 1.3 Tb/s single-wavelength transmission on the Marea cable. CIEN's WL6e tech delivers 1.6 Tb/s capacity with 50% lower power and space per bit. CIEN added 24 new WL6e customers in Q2, reaching 49 just two quarters after launch.Ciena Corporation (CIEN) recently partnered with Telxius, a leading international connectivity provider, to achieve the industry’s first 1.3 terabit-per-second (Tb/s) single-wavelength optical transmission across the 6,600-km Marea submari ...