Core Insights - TransUnion has appointed Sayan Chakraborty and Charlotte Yarkoni to its Board of Directors, effective January 5, 2026, to enhance its product and technology innovation [1][2] Group 1: Appointments - Sayan Chakraborty, 58, previously served as President of Workday, where he was responsible for Product and Technology from 2024 to 2025, and Co-President starting in 2023 [2] - Charlotte Yarkoni, 56, most recently served as President of Commerce, Ecosystems, Cloud and AI at Microsoft from 2022 to 2025, leading the company's digital commerce infrastructure and customer engagement platforms [4] Group 2: Experience and Expertise - Chakraborty has a strong background in technology, having held multiple senior roles at Workday and previously co-founding an AI/ML analytics company, GridCraft, which was acquired by Workday [3] - Yarkoni has held leadership positions at major companies including Telstra, VMware, and EMC, and currently serves on the Board of Directors of Fiserv [5] Group 3: Strategic Importance - The appointments are expected to drive innovation and growth at TransUnion, with Chakraborty's experience in product development and Yarkoni's expertise in cloud adoption being pivotal for the company's future in AI-enabled solutions [6]

Core Viewpoint - Software and cybersecurity stocks are gaining attention as businesses invest in cloud, AI, and identity solutions, but not all vendors will benefit equally [1] Group 1: Company Overview - Okta (OKTA) has recently been upgraded to "Buy" by Jefferies, which raised its price target, citing potential for Okta to evolve into a comprehensive identity platform [2] - Founded in 2009, Okta specializes in identity and access management software, providing tools for secure access management, including single sign-on and multifactor authentication [3] - Okta was recognized as a Leader in Gartner's 2025 Access Management Magic Quadrant, reinforcing its strong market position [4] Group 2: Market Performance - Okta's market value is approximately $15.6 billion, with the stock up about 15% year-to-date in 2025 after hitting a 52-week low of $75.05 in early December [5] - The stock's recovery is attributed to improved execution, recent earnings beats, and a stronger outlook, alongside growing recognition of Okta's leadership in AI and cloud identity [5] Group 3: Valuation Metrics - Okta's trailing earnings yield a price-to-earnings ratio near 80, which is about three times the sector median, indicating high investor expectations [6] - The price-to-sales ratio is approaching 6x, significantly higher than typical software peers, and the enterprise-value-to-revenue multiple is around 5, making it more expensive than many SaaS competitors [6] - These elevated multiples suggest that investors are anticipating continued strong growth with limited room for errors [6]

Core Insights - The focus is on providing a clear and disciplined analysis of companies, emphasizing the importance of understanding what is working and what isn't in the market [1] Company Analysis - The analysis aims to give individual investors an honest view of potential risks and opportunities without chasing narratives [1] Market Perspective - The approach is data-driven, prioritizing numbers and the underlying business performance over speculative narratives [1]

Group 1: Nvidia - Nvidia's stock has surged over 21,000% in the past decade, making it the world's most valuable company with a market cap of $4.3 trillion, primarily driven by sales of data center GPUs for AI tasks [4][6] - The company controls over 90% of the discrete GPU and data center GPU markets, with nearly all top cloud and AI companies utilizing its chips, supported by its proprietary CUDA programming platform [5] - Analysts project Nvidia's revenue and adjusted EPS to grow at a CAGR of 46% and 29% from fiscal 2025 to fiscal 2028, indicating strong growth potential despite a high valuation of 23 times next year's earnings [8][9] Group 2: Meta Platforms - Meta Platforms' stock has increased over 500% in the past decade, resulting in a market cap of $1.6 trillion, largely due to the growth of its social media platforms, which serve 3.54 billion daily active users [10][12] - The company holds a near-duopoly in digital advertising with Alphabet's Google, and its ad impressions and prices are consistently rising despite competition from TikTok [11] - From 2024 to 2027, analysts expect Meta's revenue and EPS to grow at a CAGR of 18% and 12%, respectively, as it expands its user base and enhances its AI capabilities [13][14]

and Net Scope falling uh despite reporting revenue beat after strong fullear guidance. Uh despite the dip, the stock still up from its IPO in September. Joining me now in a CNBC exclusive is Net Scope founder and CEO Sanjay Barry.Sanjay, good to see you. >> Yeah, great to see you again, John. >> So, uh 34% year-over-year rise in annualized recurring revenue, more than a thousand customers.what's driving the adoption of your various products uh in the latest quarter. >> Ultimately, as people adopt more cloud ...

We accept there is some anxiety. They are spending more than than you thought they would. They have some growth.Where in the equation are they sitting for you. Yeah, I think right now it's a timing mismatch. I think we are getting overly penalized for a number of elements.I think there's kind of a vote of no confidence from this market around the ability to grow and serve open eye, both on the open eye front, quite frankly, in the in the Oracle front, I think that that's a mistake. We truly believe the comp ...

All right, let's get your take on Oracle earnings kind of dragging down the whole AI ecosystem right now. What was the big issue here. Uh they did increase their capex spending.They didn't necessarily clarify how they're doing all the funding, but the the the RPO and that's something you and I have talked about a lot. It surged even higher now over half a trillion dollars. >> I mean, I thought the I thought the quarter was actually quite good in terms of earnings were in line.the RPOS were upund 438% year-o ...

Core Insights - Hewlett Packard Enterprise Company (HPE) is a global edge-to-cloud company with a market cap of $31.5 billion, providing solutions for data capture, analysis, and action across various segments [1][2] Company Overview - HPE operates in multiple segments including Compute, HPC & AI, Storage, Intelligent Edge, Financial Services, Corporate Investments, and Other [1] - The company serves customers in over 170 countries, reflecting its substantial size and influence in the technology sector [2] Stock Performance - HPE reached an all-time high of $26.44 on October 8 and is currently trading 6.3% below that peak, with a 3.7% increase in stock prices over the past three months [3] - Year-to-date, HPE stock has increased by 16% and gained 7.2% over the past 52 weeks, while the Nasdaq Composite has seen higher returns of 22.1% and 19.5% respectively [4] - HPE stock has maintained a position above its 200-day moving average since late June and has mostly traded above its 50-day moving average since early May, indicating a bullish trend [4] Financial Performance - Following the release of impressive Q4 results, HPE's stock prices gained 1.9%. The company reported a 14.4% increase in revenues to $9.7 billion and a 26.1% year-over-year increase in non-GAAP earnings from operations to $1.2 billion, exceeding consensus estimates [5] - Despite strong performance, HPE has underperformed compared to Cisco Systems, which saw a 34.3% increase year-to-date and 34.9% returns over the past year [6]

Core Viewpoint - Oracle Corporation is highlighted as a significant AI stock to monitor on Wall Street, with RBC Capital maintaining a "Sector Perform" rating and a price target of $310 ahead of the F2Q26 earnings report scheduled for December 10th [1][2]. Group 1: Earnings Preview - The upcoming F2Q26 earnings report is anticipated to provide insights into financing alternatives, RPO trends, capacity ramp timelines, and the role of AI in accelerating cloud migrations [2]. - Analysts express concern over Oracle shares due to investor caution related to OCI customer concentration, potential margin compression, and incremental leverage [2]. Group 2: Valuation Metrics - Oracle shares are currently trading at 28 times the estimated earnings per share (EPS) for calendar year 2026, while the $310 price target is based on a multiple of 43 times the estimated EPS for the same year [3]. - Despite recognizing Oracle's potential as an investment, some analysts suggest that other AI stocks may present greater upside potential with less downside risk [3].

Group 1 - Microsoft is investing over C$7.5 billion ($5.42 billion) in Canada over the next two years [1] - The investment focuses on expanding cloud and AI infrastructure [1]