We recently published 10 Stocks With Eye-Popping Gains — 1 Surges 3,000%. Kingsoft Cloud Holdings Ltd.’s (NASDAQ:KC) is one of the top performers on Tuesday. Kingsoft soared by 14.59 percent on Tuesday to close at $16.18 apiece as investor sentiment was boosted by a brokerage firm’s bullish rating and higher price target for the stock In a market note, BofA Securities gave Kingsoft Cloud Holdings Ltd. (NASDAQ:KC) a “buy” recommendation with a price target of $20.40—a 58-percent boost from its previous ta ...

Group 1 - Hut 8 Corp. (NASDAQ:HUT) experienced a share price increase of 14.99% on Tuesday, closing at $29.30, driven by positive sentiment towards high-performance computing (HPC) stocks [1][3] - The rally in Hut 8's stock was supported by a significant $18 billion cloud computing deal announced by Nebius Group with Microsoft Corp., which also positively impacted other companies in the sector such as TeraWulf Inc., Riot Platforms, IREN Ltd., and Cipher Mining [2][3] - Hut 8 is expanding its digital infrastructure capabilities with plans to construct four new sites across the US, which will increase its total power capacity to over 2.5 gigawatts across 19 sites upon full operation [3]

We recently published 10 Stocks With Eye-Popping Gains — 1 Surges 3,000%. Nebius Group N.V. (NASDAQ:NBIS) is one of the top performers on Tuesday. Nebius Group soared to a new all-time high on Tuesday as investors cheered a new $18 billion cloud computing deal with Microsoft Corp. During the session, Nebius Group N.V. (NASDAQ:NBIS) surged by as much as 54 percent to its highest 52-week price of $98.68, before trimming gains to end the day just up by 49.42 percent at $95.72 apiece. Nebius Group (NBIS) Hi ...

Core Insights - The overall strategy of the company emphasizes resilience against potential cyber threats and operational disruptions, with a focus on evolving backup strategies to enhance incident preparedness [1][4] - Regulatory frameworks such as DORA and EBA/PRA are reshaping the operational resilience requirements for banks and lenders, mandating rigorous risk management and continuous monitoring of outsourced digital services [3][7] Group 1: Data Guardian and Backup Strategies - Data Guardian is a critical component of the company's strategy, designed to provide resilience against various foreseeable incidents, including cyber attacks and regional outages [1][4] - The company has implemented a triple shield data protection strategy, which includes immutable retention policies to manage data optimally and reduce compliance risks [9][10] - The architecture of Data Guardian supports multi-cloud and multi-region deployments, allowing clients to meet data residency requirements while benefiting from the SaaS platform [8][12] Group 2: Regulatory Compliance and Risk Management - Compliance with evolving regulations such as GDPR, DORA, and EBA/PRA is essential for financial professionals, necessitating transparency and rigorous verification of outsourced suppliers [3][7] - The company emphasizes the importance of providing customers with Software Bill of Materials (SBOM) and vulnerability information to enhance understanding of the software supply chain [15] - Regular scenario-based resilience testing and direct supervisory oversight for critical providers are mandated under the new regulatory guidelines to ensure business continuity [3][12] Group 3: Security and Integration - The company employs a security-first approach in developing new features, focusing on authentication, authorization, and zero-trust techniques to protect data [10][11] - Integration with existing data architectures is facilitated through REST APIs and streaming technologies, ensuring secure yet transparent access to data [11][12] - The partnership with AWS is leveraged to enhance the security and scalability of the platform while maintaining flexibility in deployment options [12][16]

Market Sentiment - Renewed optimism around ongoing trade negotiations between India and the U.S. has lifted market sentiment, with expectations of stronger H2 FY26 earnings driven by GST rationalization and monetary easing benefits [1][14] - The IT index has outperformed due to hopes of a potential Fed rate cut and a revival in technology spending, with investors focused on the progress of India-U.S. trade talks for constructive resolutions to tariff-related issues [2][14] U.S. Market Performance - The S&P 500 and Nasdaq reached intraday record highs following cooler-than-expected inflation data, which kept the U.S. central bank on track to cut borrowing costs this year [6][14] - U.S. producer prices unexpectedly fell in August, leading traders to increase bets on interest-rate cuts, with a 90% probability for a 25-basis-point reduction at the upcoming Federal Reserve meeting [7][14] Company Highlights - Oracle's stock surged 41% to a record high, marking its largest one-day percentage gain since 1992, after announcing expectations for booked revenue at its Oracle Cloud Infrastructure business to exceed half a trillion dollars [7][14] - Waaree Energies, HDFC Bank, and Kotak Mahindra Bank were among the most active stocks in terms of turnover on the BSE, indicating high trading activity [9][15] Technical Analysis - The Nifty index gained over 100 points, closing at 24,979, supported by a bullish crossover in the RSI above 50, indicating positive momentum [8][15] - Sustaining above the levels of 24,820–24,750 may lead the index towards 25,160 and higher levels, while support remains at the same lower range [8][15] Stock Activity - Over 118 stocks reached their 52-week highs, including Muthoot Finance, Bosch, and Maruti Suzuki, while 53 stocks hit their 52-week lows [12][15] - Stocks showing strong buying interest included Oracle Financial Services Software, Welspun India, and Vardhman Textiles, while significant selling pressure was observed in stocks like NTPC and Tata Motors [11][13][15]

director Mark Mler. He has an outperform rating on the stock target 363. Mark, I mean, just if if if you haven't been following a 40% update for Oracle, they're getting massive AI deals and wins, who are where are they taking this business from.So, it's a combination uh of places. And by the way, thank you for having me on. Um, it's a combination of places where they're winning.uh the they announced that they had three big deals that uh that drove a lot of the growth that uh that they're talking about the t ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Viewpoint - Oracle's stock is experiencing significant gains following a strong fiscal first-quarter report, driven primarily by a remarkable increase in its backlog for AI-related cloud computing capacity [1][2][5]. Group 1: Financial Performance - Oracle's remaining performance obligations (RPO) surged 359% to $455 billion during the August-ended quarter, indicating a substantial backlog of contracted revenue [2]. - The company expects its RPO to reach $500 billion in the coming months, fueled by demand for Oracle Cloud Infrastructure [3]. - Oracle's cloud infrastructure revenue is projected to grow 77% to $18 billion this fiscal year and reach $144 billion by fiscal 2030 [8]. Group 2: Market Position and Growth - Oracle is positioning itself as a key player in the AI infrastructure market, having signed significant contracts with major AI companies such as OpenAI, Meta, and Nvidia [5][10]. - Analysts view Oracle's RPO backlog as a clear indicator of its multiyear growth potential in the AI sector [8]. - The company is expected to spend $35 billion on capital expenditures for fiscal 2026, up from a previous estimate of $25 billion, to scale up its data centers [12]. Group 3: Stock Performance - Oracle's stock rose over 41% to $341.42, marking its largest single-day gain since December 23, 1992, and placing it among the top performers in the S&P 500 with over 104% gains year-to-date [6][7]. - Analysts have upgraded Oracle's stock rating, with BofA Securities moving it to a buy from neutral, citing its strong position in the AI infrastructure market [9][10]. - Barclays analyst raised the price target for Oracle stock to $347, emphasizing the transformational nature of the recent quarter despite slight earnings misses [11].

Core Insights - Nutanix has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Distributed Hybrid Infrastructure, marking its third appearance in this quadrant and its second time as a Leader [1][5] - The recognition reflects Nutanix's commitment to innovation and customer success, as stated by Lee Caswell, SVP of Product & Solutions Marketing [2] Company Overview - Nutanix is a leader in hybrid multicloud computing, providing a secure, unified platform for running applications and managing data across various environments [8] - The Nutanix Cloud Platform (NCP) supports a wide range of public cloud services, including AWS, Microsoft Azure, and Google Cloud, and facilitates the deployment of AI and Kubernetes [2] Customer Use Cases - Organizations in sectors such as financial services, healthcare, public, manufacturing, and retail are utilizing NCP [3] - First Foundation Bank, a California-based customer, leverages NCP for disaster recovery of its virtual desktop infrastructure, highlighting the platform's scalability and cost-effectiveness [3][4]

Core Insights - Oracle's stock experienced a significant rally, with shares soaring 38% to approximately $334, marking the largest intraday gain since December 1992 [1][2] - The company's market capitalization increased from $678.4 billion to around $940 billion following the surge in stock price [2] - Oracle's projections for cloud infrastructure revenue are highly optimistic, estimating growth from $18 billion this fiscal year to $144 billion by fiscal year 2030 [2] - Remaining performance obligations, indicating contracted revenue yet to be recognized, surged 359% to $455 billion due to multiple multibillion-dollar contracts [3] Financial Performance - Oracle reported first-quarter earnings per share of $1.47 and revenue of $14.9 billion, slightly below economists' expectations of $1.48 EPS and $15 billion in revenue [6] - The company's chairman, Larry Ellison, saw his net worth increase by nearly $100 billion, bringing his total fortune to approximately $391.8 billion, positioning him as the second-wealthiest person globally [4] Analyst Reactions - Analysts expressed astonishment at Oracle's cloud computing forecasts, with comments highlighting a "seismic shift" in computing and describing the growth in remaining performance obligations as "amazing" [5] - Deutsche Bank and TD Cowen analysts specifically noted the significance of Oracle's results, indicating a transformative moment for the company [5]