Investing.com -- Shares in Oracle Corporation (NYSE:ORCL) are down as much as 37% from the record high set in September as investors turned wary of its debt-financed jump into artificial-intelligence infrastructure, with bond and credit-default‐swap (CDS) markets flashing caution. In layman’s terms, a CDS is insurance against a company going bust. When the price of that insurance jumps, investors are getting nervous. Investors dumped Oracle bonds after a report that the company plans to add about $38 bil ...

Core Insights - SAP SE has announced a collaboration with France's AI sector, including partnerships with Bleu, Capgemini, and Mistral AI, to create secure, scalable, AI-driven sovereign cloud solutions aimed at advancing Europe's digital transformation [1][9]. Group 1: Collaboration and Partnerships - The collaboration combines SAP's enterprise application expertise with France's AI ecosystem to enhance data protection and intellectual property while promoting European innovation [1][2]. - Bleu and Delos Cloud have formed a Franco-German alliance to safeguard Europe's digital infrastructure, focusing on crisis response and operational cooperation in extreme scenarios [2][3]. - SAP and Capgemini are deepening their partnership to enhance cybersecurity and accelerate AI-driven enterprise transformation solutions across Europe [5]. Group 2: Sovereign AI and Digital Sovereignty - SAP and Mistral AI are expanding their partnership to provide a full sovereign AI stack for Europe, integrating Mistral's AI capabilities into SAP's cloud infrastructure [6][8]. - The collaboration aims to develop industry-specific AI applications that leverage both companies' strengths to address complex challenges and unlock new business value [7][8]. - SAP is investing over €20 billion in sovereign cloud and AI solutions to create a resilient digital foundation for European governments, public institutions, and enterprises [9].

PALO ALTO, Calif., Nov. 18, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced plans to expand its strategic partnership with NEC Corporation (TSE: 6701) to adopt a modern private cloud utilizing VMware Cloud Foundation (VCF). Leveraging the skills and expertise gained from implementing VCF in its own IT systems, NEC will promote the modernization of private clouds, enabling customers to ensure security and accelerate innovation. VCF is the first integrated cloud platform designed to enab ...

OneStream, Inc. (NASDAQ:OS) is one of the overlooked tech stocks to invest in. BofA Remains Bullish on OneStream (OS), Cites Sustained Demand for Its AI-Powered Finance Solutions A close-up of a laptop in a business attire, the trading data showing on the screen symbolizing the tracking of performance. On November 9, 2025, Bank of America Securities’ analyst Koji Ikeda reiterated his “Buy” rating on OneStream, Inc. (NASDAQ:OS) with a $33 price target. The analyst attributed his bullish stance to the com ...

This story was originally published on CFO Dive. To receive daily news and insights, subscribe to our free daily CFO Dive newsletter. In the face of an ongoing shortage of talent and evolving technologies that promise to remove some of the pain points of historically manual processes, today’s finance chiefs are starting to think differently about how they search for accounting professionals. CFOs today are “very focused on systems forward accountants in the hiring process,” John Glasgow, CEO, CFO and fou ...

Group 1: Rubrik - Rubrik achieved a sales growth of 55% in the last quarter and is currently trading at 79 times free cash flow (FCF) [1] - The company is recognized as the No. 1 player in its niche, holding a "leader" designation from Gartner and has an impressive +80 Net Promoter Score, ranking it among the top 1% of enterprise software companies [1] Group 2: Rocket Lab - Rocket Lab's sales grew by 48% in the last quarter, and its next-generation Neutron rocket is expected to launch in the first quarter of 2026 [4] - The company holds a market cap of approximately $25 billion and is positioned as the No. 2 player in a space industry projected to exceed $1 trillion by 2035 [2] Group 3: Dutch Bros - Dutch Bros reported a 25% sales growth in the last quarter, but its stock has dropped by 33% from its all-time high due to decelerating revenue growth [7] - The company aims to expand to 2,029 total shops by 2029, doubling its current total, and is now funding store construction through its own cash flow [8] Group 4: Halozyme Therapeutics - Halozyme Therapeutics holds a near monopoly on subcutaneous drug deliveries, significantly reducing the time required for drug administration [9] - The company has increased sales by 38% annually over the last decade and is trading at 15 times FCF, indicating strong growth potential [10] Group 5: Global-e Online - Global-e Online facilitates international sales for brands, with its technology being utilized by major e-commerce platforms like Shopify [11] - Despite a 28% sales growth in the last quarter and a 40% drop in share price from its peak, the company remains a dominant player in its niche, trading at 42 times FCF [12] Group 6: Wingstop - Wingstop has experienced a decline in same-store sales for two consecutive quarters, leading to a 37% drop in its stock price [13] - Management believes the company can quadruple its store count, indicating potential for future growth despite recent challenges [15] Group 7: The Trade Desk - The Trade Desk's stock has fallen by 69%, but it still managed a 26% sales growth over the past year [16] - The company is trading at 25 times forward earnings, with improving adoption rates for its new AI-powered platform, Kokai [17] Group 8: Kinsale Capital - Kinsale Capital specializes in excess and surplus insurance lines, achieving 45% annualized net income growth over the last decade [18] - The company is currently trading at its lowest-ever P/E ratio of 19, making it an attractive investment opportunity [20] Group 9: SPS Commerce - SPS Commerce has delivered 99 consecutive quarters of sales growth but has guided for only 8% growth in 2026, resulting in a 59% drop in stock price [21] - The company trades at 21 times free cash flow, significantly below its five-year average, suggesting a potential buying opportunity [22] Group 10: MercadoLibre - MercadoLibre has shown a 39% sales increase in its last quarter and has become a core player in the Latin American economy with 77 million active e-commerce buyers [23] - The company is trading at 52 times forward earnings, which is considered reasonable given its strong growth trajectory [24]

Core Insights - Palantir's explosive commercial momentum is a key factor driving its growth outlook [1] - The upward revision of U.S. commercial revenue guidance indicates a structural shift in demand [2] Revenue Guidance - Palantir raised its U.S. commercial revenue guidance to exceed $1.433 billion from over $1.302 billion, reflecting at least 104% year-over-year growth [2] - For Q4, the company expects revenue of $1.329 billion, indicating 13% sequential and 61% year-over-year growth [3] - Full-year 2025 revenue guidance is raised to a midpoint of $4.398 billion, a 53% increase from 2024 [3] Financial Performance - Adjusted operating income expectations were raised to a range of $2.151-$2.155 billion from $1.912-$1.920 billion [4] - Projected adjusted free cash flow is between $1.9 billion and $2.1 billion, up from the previous guidance of $1.8 billion to $2.0 billion [4] - Palantir anticipates GAAP operating income and net income in every quarter of 2025, enhancing investor confidence [5] Revenue Diversification - Palantir is diversifying its revenue mix while maintaining stability from government clients, positioning itself as a dependable player in enterprise AI [6] Peer Comparison - Snowflake is a relevant competitor, integrating AI into its cloud data platform and overlapping with Palantir's commercial targets [7] - Datadog specializes in observability and cloud intelligence, competing indirectly with Palantir as enterprises modernize infrastructure [8] Stock Performance - Palantir's stock has surged 127% year-to-date, significantly outperforming the industry's 7% rally [9] Valuation - PLTR trades at a forward price-to-sales ratio of 73X, well above the industry's 4.9X [11]

Core Insights - Advanced Micro Devices (AMD) experienced a significant stock surge of 9%, marking the best performance in the S&P 500, following its first-ever analyst day where strong AI demand was highlighted and a revenue growth projection of 35% annually over the next three to five years was provided [4][8] Company Performance - AMD's CEO Lisa Su emphasized "insatiable" demand for AI, projecting the total addressable AI market could reach $1 trillion by 2030 [4] - Palantir Technologies saw its shares decline nearly 4% after a recent uptick, raising concerns about overvaluation despite earlier gains driven by hopes of government reopening [9] Market Trends - Major U.S. equity indexes showed mixed results, with the S&P 500 gaining 0.1% and the Dow increasing by 0.7%, while the tech-heavy Nasdaq fell by 0.3% [3] - Airline stocks surged in anticipation of a government reopening, with United Airlines rising over 5% and Delta Air Lines increasing close to 5% [5] Sector Analysis - Oracle's stock fell nearly 4% after missing sales and profit forecasts, despite recent attention from major AI deals, indicating potential concerns about the sustainability of its growth targets [7][9] - Paramount Skydance's shares dropped 7% following a disappointing third-quarter revenue report, despite ambitious investment plans post-merger [6]

Core Insights - Broadcom is advancing an open ecosystem for VMware Cloud Foundation (VCF), enabling customers to build and extend modern private clouds with increased flexibility and adaptability across infrastructure layers [1][2] - The new VCF AI ReadyNodes and expanded ODM self-certification program aim to enhance participation from OEMs and ODMs, facilitating the adoption of next-generation technologies [2][4] Open Hardware Ecosystem - Broadcom is expanding its open hardware certification program to include VCF AI ReadyNodes, allowing for self-certification by ODM partners, which will enhance sourcing flexibility and reduce total cost of ownership [2][4] - Supermicro and OVHcloud are among the first to certify their systems as VCF AI ReadyNodes, which will streamline the migration to optimized GPU solutions for AI adoption [3][4] Edge Ecosystem Expansion - Broadcom is introducing new edge-optimized nodes for various applications, supporting the deployment of private cloud infrastructure closer to data generation points [4][5] Networking Strategy - A new strategy to unify network fabrics using standards-based EVPN and BGP networking will simplify operations in modern private clouds, enhancing interoperability and promoting cloud-like simplicity [6][7] - Collaboration with Cisco on the Nexus One fabric solution will provide customers with architectural flexibility and lower total cost of ownership [7][8] Open Source Contributions - Broadcom is a leading contributor to the Kubernetes community and has announced that VMware vSphere Kubernetes Service is now a Certified Kubernetes AI Conformant Platform, reinforcing its commitment to open standards [9][10]

Core Insights - The article discusses the financial strategies and future plans of a company, highlighting concerns about their recent decisions and the implications for shareholders [1][2][3]. Financial Strategy - The company plans to invest $1,000,005 in content and increase its film production from seven to fifteen films annually starting in 2026, raising concerns about the financial burden this will place on shareholders [3][4]. - The timeline for movie releases is approximately three years, indicating a significant investment period before any potential returns are realized [4]. Affiliated Transactions - An affiliated transaction with Oracle has raised questions about the nature of the relationship and the potential for financial maneuvering between the two companies [2][4][5]. - There is uncertainty regarding the value of the assets being acquired, whether they are focused on entertainment or infrastructure, which complicates the investment narrative [5][8]. Market Position and Competition - The company is positioned in a competitive landscape, with comparisons made to larger players like Warner Brothers, which could influence its strategic decisions and market valuation [8]. - The potential for a significant acquisition, such as Warner Brothers, is discussed, suggesting that the company may be justifying its current expenditures in light of future growth opportunities [8]. Technology and Innovation - The integration of storytelling with technology is emphasized as a strategic direction, although it is noted that this approach may be costly in the short term [6][5]. - The article also touches on the broader industry trend of hyperscalers investing in infrastructure, with generative AI playing a key role in enhancing revenue growth and operational efficiency [10][11].