Core Insights - Nvidia and Oracle are both positioned to benefit from the growth in AI infrastructure, but their business models and growth trajectories differ significantly [1][2] Nvidia's AI Momentum - Nvidia's fiscal Q3 revenue increased by 62% year over year to $57.0 billion, with data center revenue rising 66% to $51.2 billion [3][7] - CEO Jensen Huang highlighted that Nvidia is experiencing "three massive platform shifts," indicating a broad demand for its products beyond a single product cycle [4][6] - The company's gross margin for fiscal Q3 was 73.4%, and free cash flow reached $22.1 billion, up from $13.5 billion year-over-year [7] Oracle's Cloud Acceleration - Oracle's total revenue grew by 12% year over year to $14.9 billion in Q1 of fiscal 2026, with cloud revenue increasing by 28% to $7.2 billion [8][10] - The company reported a 359% increase in remaining performance obligations (RPOs) to $455 billion, indicating strong future demand [10] - Oracle's gross margin stands at 66.10%, and its price-to-earnings ratio is 46, similar to Nvidia's [9][10] Investment Considerations - Both companies provide exposure to AI infrastructure spending, but Nvidia is seen as better positioned due to its rapid growth and strong profitability [11] - Oracle has potential upside if its cloud strategy continues to gain traction, but uncertainty remains regarding its ability to convert RPOs into revenue [11][12] - Nvidia is recommended for investors seeking AI exposure with a higher risk tolerance, while Oracle may appeal to those looking for a safer option [12]

Core Insights - Inflection Point Investments LLP increased its stake in Monday.com by 11,200 shares during the third quarter, raising total holdings to 21,300 shares valued at $4.1 million as of September 30 [2][6] - The investment firm demonstrated confidence in Monday.com despite a significant share price decline of over 38% from June 30 to September 30 [6] - Monday.com reported a 26% year-over-year revenue increase to $316.9 million for the third quarter, with a narrowed operating loss from $27.4 million to $2.4 million [7] Company Overview - Monday.com Ltd. specializes in modular, cloud-based work management solutions aimed at enhancing organizational productivity and collaboration [5] - The company offers a scalable SaaS platform that focuses on workflow customization, addressing a wide range of operational needs for businesses globally [5] - As of November 20, Monday.com's market capitalization stood at $7.32 billion, with a revenue of $1.17 billion and a net income of $65.06 million for the trailing twelve months [4] Investment Insights - Inflection Point's position in Monday.com now represents 8.8% of its reportable assets, indicating a concentrated equity portfolio consisting of only 9 stocks [8][10] - Despite positive revenue results, the company's guidance for fourth-quarter revenue of $328 million to $330 million (22% to 23% year-over-year growth) led to a selloff in shares, reflecting investor concerns [9]

Core Viewpoint - Strategy Inc. (NASDAQ:MSTR) is positioned as a strong long-term investment in the cryptocurrency sector, bolstered by a recent successful IPO and strategic financial maneuvers [1][2]. Financial Performance - The recent public offering raised €620 million, exceeding expectations, which will be utilized to purchase additional Bitcoin, enhancing the company's treasury without diluting common equity [2]. - The company purchased 487 Bitcoins for $49.9 million at an average price of $102,557 per Bitcoin, increasing total holdings to 641,692 Bitcoins at an average acquisition cost of $74,079 per coin [3]. Market Positioning - The strategic expansion into the European market and the anticipated increase in Bitcoin assets highlight the company's growth potential [3]. - Strategy Inc. is recognized as the largest corporate owner of Bitcoin, having adopted it as its primary treasury reserve asset [4]. Analyst Insights - TD Cowen analyst Lance Vitanza has reiterated a Buy rating on the stock with a price target of $535, reflecting confidence in the company's future performance [1].

An off-price apparel retailer benefitted from solid results and an improved outlook on Friday, Nov. 21, 2025, while losses mounted for an enterprise software giant. https://t.co/InIfpLqSYj ...

MicroStrategy (MSTR) shares are in focus today after the enterprise software firm, best known for its massive crypto holdings, said it has 71 years of dividend coverage even if Bitcoin (BTCUSD) prices remain flat. MSTR stock has been under immense pressure amid a macro-driven sell-off in Bitcoin this month. On Friday, the world’s largest cryptocurrency by market cap was seen hovering around the $81,000 level. More News from Barchart At the time of writing, MicroStrategy stock is down an alarming 60% ver ...

Core Insights - Salesforce is a well-known name in the corporate world, particularly in the cloud enterprise software industry, where it has established a significant presence over the past two years [1]. Company Overview - Salesforce has penetrated the cloud enterprise software market extensively, indicating its strong position and influence in this sector [1]. Investment Focus - The company is recognized for its value-focused investment approach, emphasizing fundamental research across various sectors, including chemicals, homebuilders, building materials, industrials, and metals & mining [1]. - The investment strategy involves targeting stocks that are undervalued and have potential catalysts in the near future, with an investment horizon ranging from one quarter to two years [1].

Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer put under the spotlight. Cramer highlighted the company borrowing money to build data centers, as he remarked: “Now, co-founder, chairman, and CTO, Larry Ellison, who is brilliant and tough, is back in the driver’s seat. He’s going full tilt. He’s pushing all of his chips, putting, everything’s going to be on AI here… and Wall Street clearly feels a lot worse about that idea than it did just a couple of months ago. Photo by Artem Podrez on ...

Core Viewpoint - ServiceNow (NOW) stock presents an attractive investment opportunity due to its high margins, indicative of pricing power and cash generation ability, available at a discounted price [2][10]. Company Overview - ServiceNow is a leading enterprise software company that provides digital workflow solutions aimed at automating operations and enhancing efficiency, supported by a widely adopted platform and strong recurring revenue [3]. Recent Performance - Despite a 23% decrease in stock value this year, NOW has become 35% less expensive based on its Price-to-Sales (P/S) ratio compared to one year ago [4]. - In Q3 2025, ServiceNow recorded 103 deals exceeding $1 million in net new annual contract value, expanding its high-value customer base to 553 accounts with over $5 million in Annual Contract Value (ACV) [5]. Financial Metrics - Remaining Performance Obligations reached $24.3 billion, indicating strong revenue visibility, and management has raised its full-year cash flow margin guidance [5]. - The company boasts a 97% customer renewal rate, underscoring the durability of its solutions [5]. - ServiceNow has demonstrated a 21.1% revenue growth over the last twelve months and a 22.3% growth over the last three-year average [10]. Valuation - NOW stock is currently offered at a P/S multiple of 13.4, representing a 35% markdown compared to one year ago [10].

Core Insights - Both Netflix and ServiceNow are high-growth companies with significant stock price increases over the past decade, each up nearly 900% [1][2] Netflix - Netflix completed a 10-for-1 stock split, reducing the share price from over $1,000 to approximately $114, making it more accessible to a broader investor base [3][5] - The company reported a 17% year-over-year revenue increase to $11.5 billion, driven by member growth, price increases, and advertising strength [5] - Netflix's current valuation stands at about 48 times earnings and 11 times sales, which is considered demanding for a media company, but sustainable double-digit revenue growth could justify this valuation [6] ServiceNow - ServiceNow's subscription revenue reached $3.3 billion in Q3, marking a 22% year-over-year increase, contributing to total revenue growth of 22% to $3.4 billion [7][9] - The company's remaining performance obligations grew by 21% year-over-year to approximately $11.4 billion, indicating a strong backlog of contracted revenue [9] - Free cash flow increased by 18% year-over-year to $592 million, allowing for continued investment in AI capabilities while expanding margins [10] - ServiceNow's board approved a five-for-one stock split, pending shareholder approval, with a forward price-to-earnings ratio of 41, reflecting its growth potential in the AI sector [11]

Core Insights - Broadcom Inc. has launched the Brocade Gen 8 Directors and Brocade G820 switch, which are the first 128G Fibre Channel platforms designed for enterprise AI applications and mission-critical workloads [1][2] - The Gen 8 portfolio emphasizes security against quantum threats and incorporates AI technology for automated infrastructure management [2][3] Product Features - The Brocade X8 Directors support up to 384×128G ports, providing exceptional bandwidth and throughput for large-scale storage environments [6][7] - The Brocade G820 switch features 56 128G SFP+ ports, designed for modern data centers with low latency and high performance [8][9] Security Enhancements - The Gen 8 portfolio includes quantum-resistant 256-bit encryption and post-quantum cryptography algorithms to protect sensitive data from future quantum computing threats [3] - Strong access controls and a principle of least privilege architecture minimize the attack surface, enhancing overall security [3] AI Integration - AI-powered autonomy in SAN management allows for learning and adapting to changing environments, improving operational efficiency [4] - The Brocade Adaptive Traffic Optimizer dynamically balances loads and isolates traffic to maintain application performance [5] Market Position - The launch of the Gen 8 portfolio reinforces Broadcom's leadership in Fibre Channel technology, providing a robust foundation for enterprise AI workloads [2][14] - Industry leaders, including Dell Technologies and Hitachi Vantara, have endorsed the Gen 8 technology for its performance and security capabilities [13][16]