Strategy (MSTR), also known as MicroStrategy, has seen its stock plunge 30% in just one month as Bitcoin's (BTCUSD) dramatic selloff sent shockwaves through cryptocurrency markets. The software company that turned Bitcoin treasury holder saw its shares tumble alongside the digital asset's drop below $95,000, erasing most of the gains made in 2025. Despite the ongoing pullback, MicroStrategy’s chairman, Michael Saylor, remains unfazed. In fact, Strategy continues to accumulate Bitcoin, adding 8,178 BTC wor ...

Subscribers to Chart of the Week received this commentary on Sunday, November 16. Animals, like stocks, have a “story” in their genes. John Maynard Keynes called them animal spirits for a reason. With investor sentiment started to pivot, I thought we should stay on the lighter side this weekend, using two species of snakes whose “lore” relates to data from Senior Quantitative Analyst Rocky White. Coral vs. King Did you know? Coral snakes are some of the most venomous snakes on the planet. King snakes are no ...

Oracle (NYSE:ORCL) FY 2025 Annual General Meeting November 18, 2025 10:00 AM ET Company ParticipantsBrian Higgins - Senior VP and Corporate SecretaryJeff Henley - Executive Vice ChairClay Magouyrk - CEOMike Sicilia - CEOJeff HenleyGood morning, ladies and gentlemen. I'm Jeff Henley, Executive Vice Chair of the Board of Directors. I would like to welcome you to our annual meeting of stockholders. In accordance with the notice of the meeting, I call to order the 48th Annual Meeting of the Stockholders of Orac ...

Oracle (NYSE:ORCL) FY 2025 Annual General Meeting November 18, 2025 10:00 AM ET Company ParticipantsBrian Higgins - Senior VP and Corporate SecretaryJeff Henley - Executive Vice ChairClay Magouyrk - CEOMike Sicilia - CEOJeff HenleyGood morning, ladies and gentlemen. I'm Jeff Henley, Executive Vice Chair of the Board of Directors. I would like to welcome you to our annual meeting of stockholders. In accordance with the notice of the meeting, I call to order the 48th Annual Meeting of the Stockholders of Orac ...

Core Viewpoint - Microsoft emphasizes that artificial intelligence (AI) requires management in the workplace, similar to human employees [1] Group 1 - The company believes that AI should not be left unmanaged and needs oversight to function effectively [1]

Core Insights - The recent model release has garnered significant attention from competitors in the AI industry, indicating its potential impact on market dynamics [1] Group 1 - The model release may position the company at the forefront of the AI sector, suggesting a competitive advantage over rivals [1]

Judson Althoff, CEO of Microsoft's commercial business and then mresident of Microsoft North America, speaks during We Day at KeyArena in Seattle on April 23, 2015.Microsoft made it easier for corporate workers to make AI agents that go off and do work. Now it's demonstrating a tool that IT specialists can use to see and manage those agents.The software, named Agent 365, provides a list of artificial intelligence agents inside companies' systems, even if they're from other companies, Microsoft announced Tue ...

Financial Data and Key Metrics Changes - Oracle's database is expected to grow by more than 8X over the next five years due to increased demand and strategic partnerships with major cloud providers [30][34] - The company has seen significant growth in its AI business, indicating a strong competitive position in the market [26][29] Business Line Data and Key Metrics Changes - Oracle is embedding AI features directly into its applications, with hundreds of AI features already live in production across its Fusion applications [35][36] - The AI Data Platform is being actively developed and utilized, enhancing the integration of data and AI capabilities for customers [24][29] Market Data and Key Metrics Changes - Oracle's AI offerings are broad and encompass various areas, including model training, inferencing, and reasoning, which positions the company uniquely in the market [29] - The company is experiencing a rapid acceleration in the adoption of its database services, particularly as they become available on other cloud platforms [33][34] Company Strategy and Development Direction - Oracle is focused on integrating AI into all its applications, making it easy for customers to adopt without additional costs or implementation efforts [36][39] - The company is leveraging its long history of data storage and management to enhance its AI capabilities, positioning itself as a leader in AI reasoning [23][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth of the AI inferencing business and its potential impact on Oracle's future [21][22] - The company is optimistic about the demand for its database services and AI applications, driven by ongoing technological advancements and customer needs [33][34] Other Important Information - Oracle's board of directors was successfully elected, and the appointment of Ernst & Young as the independent auditor for fiscal year 2026 was ratified [17][19] - The meeting included a discussion on the importance of forward-looking statements and the associated risks [20] Q&A Session Summary Question: When will AI inferencing become more material to Oracle's business? - Management highlighted that AI reasoning is expected to take off as Oracle integrates private data with powerful AI models, positioning the company well for future growth [22][24] Question: Why is Oracle winning more AI business than competitors? - Management attributed Oracle's success to strategic decisions made years ago, including the development of a non-blocking network and the ability to leverage private enterprise data for AI applications [26][28] Question: What is driving the expected 8X growth in Oracle's database? - Management explained that the growth is due to increased demand for Oracle Database services, especially as they become available on multiple cloud platforms [30][34] Question: How will Oracle succeed in getting customers to adopt AI and grow market share? - Management emphasized that AI features are built into applications, allowing for easy adoption and immediate value for customers without additional costs [35][39]

Summary of Datadog Conference Call Company Overview - **Company**: Datadog (NasdaqGS: DDOG) - **Date**: November 18, 2025 - **Context**: Discussion of recent performance, product developments, and market trends Key Points Industry and Market Dynamics - **AI and Non-AI Workloads**: Datadog is observing a shift where 70%-75% of workloads remain legacy and on-premise, prompting a focus on modernization and the adoption of AI tools to enhance application utility [7][12][10] - **Customer Adoption**: The company is seeing increased adoption of its platform, particularly in Digital Experience Monitoring, which surpassed $300 million in revenue [4][15] - **Security Business Growth**: There has been a notable acceleration in the security segment, attributed to improved enterprise selling capabilities and competitive advantages over traditional players like Splunk [26][27] Financial Performance - **New Customer Acquisition**: Datadog reported a significant increase in new logos, driven by expanded quota capacity and a strong pipeline for Q4 and early next year [33][14] - **Revenue Growth**: The company is experiencing growth across various customer segments, including AI natives, with significant contributions from six-figure and seven-figure customers [15][17] Product Development and Innovation - **BitsAI Launch**: The introduction of BitsAI is generating excitement, with potential for increased customer value through enhanced problem diagnosis and resolution capabilities [31][32] - **Service Management Expansion**: Datadog aims to integrate service management into its platform, enhancing functionality and user engagement [56] Strategic Outlook - **M&A Strategy**: Datadog is open to larger acquisitions but maintains a high bar for integration, focusing on product management and technological alignment [36][38] - **Government Opportunities**: The company is pursuing FedRAMP certification to tap into government contracts, particularly in defense, although current contributions are minimal [42][45] Customer Insights - **Customer Preferences**: Customers prefer integrated solutions over open-source alternatives, valuing the efficiency and cost-effectiveness of Datadog's platform [23][24] - **AI Budgeting**: There is a growing comfort among customers regarding AI spending, which is expected to open up more opportunities for Datadog [47] Future Growth Drivers - **Long-term Vision**: Datadog's vision includes expanding its platform to address a broader user base and increasing functionality, particularly in security and AI workloads [56] Conclusion - Datadog is positioned for continued growth through strategic product enhancements, a strong customer acquisition strategy, and a focus on modernization in the tech stack. The company is optimistic about its future prospects, particularly in the AI and security domains.

The new model could help the company leverage its built-in advantages of scale and profitability—if it can meet users' expectations. ...