Key Takeaways Oracle expands hospitality cloud with Motel One's 100 hotels on OPERA Cloud and IHG approval across regions.Oracle adds Simphony Cloud features for suites, mobile ordering and billing, targeting stadiums and arenas.Oracle cloud revenues rose 44% to $8.9B; RPO hit $553B, up 325% YoY, signaling strong backlog.Oracle (ORCL) is intensifying its presence in the hospitality technology market, with a string of recent wins and product launches that underscore how the company is leveraging its cloud pl ...

Key Takeaways JPMorgan Chase eyes 9% NII growth in 2026, backed by expansion, strong loans, and rate changes.INTU gains from cloud shift, rising segment revenues, and Credit Karma boosting users and growth. Jack Henry benefits from payment growth, AI fraud tools, and strong demand across key segments.The rapid shift from cash to digital transactions, driven by a push toward convenience and security, has led to meteoric growth in mobile payments. The space encompasses a broad spectrum of innovations, includi ...

Key Takeaways Lumen's PCF deals reached nearly $13B, beating its $12B target and strengthening its AI network position.LUMN plans to expand fiber network to 58M miles by 2031 with new PCF deals and 400-gig route investments.NaaS customers rose 29% Y/Y, with over 2,000 businesses adopting on-demand networking for AI workloads.Lumen Technologies’ (LUMN) Network-as-a-Service (NaaS) and Private Connectivity Fabric (PCF) solutions are shaping its growth trajectory in the AI-driven digital economy. PCF is Lumen’s ...

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Core Viewpoint - The article discusses the technology sector's potential for earnings growth in 2026, emphasizing the impact of digital transformation and AI on market dynamics [1]. Group 1: Market Trends - Rising tensions between the U.S., Israel, and Iran have led to significant market shifts, with investors reassessing which sectors may benefit or be at risk [2]. - The Bank for International Settlements (BIS) noted that global equity markets experienced regional and sectoral shifts in late 2025, as investors moved away from U.S. large-cap and growth stocks due to concerns over AI spending and disruption [3]. Group 2: Technology Sector Performance - Large U.S. technology stocks faced volatility despite strong earnings, as concerns over elevated valuations and future capital spending emerged, particularly for AI "hyperscalers" [4]. - The article compiles a list of 12 tech stocks with the best earnings growth in 2026, highlighting the importance of investor sentiment and hedge fund holdings in stock selection [4][6]. Group 3: Company Highlights - Synopsys, Inc. (NASDAQ:SNPS) is recognized for its strategic shift in electronic design automation and advancements in AI, with a focus on silicon and systems integration [8][9]. - Adobe Inc. (NASDAQ:ADBE) is noted for its consistent innovation in generative AI, although it faced a downgrade due to leadership changes and pressures on annual recurring revenue growth [13][15].

Core Viewpoint - Marvell Technology Inc. is highlighted as a strong investment opportunity, particularly with the launch of its new PCIe 6.0 Switch designed for AI data center infrastructure [1]. Group 1: Product Launch and Features - Marvell has introduced the Structera S PCIe 6.0 Switch, which features 260 lanes and is specifically designed for scaling AI data center performance [1][2]. - The new switch enhances the company's PCIe portfolio by providing high density, low latency, and improved system efficiency, eliminating the need for multiple smaller switches [2]. - The integration of the Structera S PCIe switch with the Alaska P PCIe retimer solution will allow for a comprehensive end-to-end portfolio of PCIe solutions, catering to the specific configuration needs of hyperscalers and data center customers [3]. Group 2: Market Position and Analyst Ratings - Stifel has reiterated a Buy rating for Marvell Technology, setting a price target of $120, reflecting confidence in the company's growth prospects following recent product demonstrations [4]. - The company is recognized as a fabless semiconductor firm that focuses on high-performance data infrastructure solutions, emphasizing its role in AI and cloud computing [5].

Share Jeff Bezos framed this copy ofa 2006 BusinessWeek cover, reflecting Wall Street's skepticism about AWS at the time. (Jeff Bezos via X, May 2022) In the early days of Amazon Web Services, technical evangelist Jeff Barrwas putting in long hours on the road, pitching a novel concept: rent computing power for 10 cents an hour, and storage for 15 cents a gigabyte per month — no servers to buy, no data centers to build. Barr remembers calling his wife to check in at the end of the day. Get a nice dinner, sh ...

Nvidia Corp will deliver one million graphics processing units to Amazon.com, Inc.'s Web Services. AWS Locks In Massive Multi-Year GPU Deal Ian Buck, Nvidia's vice president of hyperscale and high-performance computing, told Reuters on Thursday that shipments will begin this year and continue through 2027. While both companies confirmed the agreement earlier, the timeline had not been disclosed. Don't Miss: Amazon and Nvidia did not immediately respond to Benzinga’s request for comment. Beyond GPUs: Netw ...

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Micron Technology's (MU) stellar fiscal second quarter has reignited bullish sentiment on Wall Street, with analysts rushing to raise their price targets. Strong AI-driven demand, tight memory supply, and expanding margins have put all of the limelight on Micron’s growth story, prompting Barclays to set a new high price estimate of $675. Micron has had a massive run of more than 300% over the past year. Can MU stock continue its momentum and reach new highs? More News from Barchart www.barchart.com Ne ...