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The S$1,000 Portfolio Secret
The Smart Investor· 2026-01-08 09:30
The biggest myth in investing is that you need a fortune to start. We’ve all seen the headlines about millionaires and financial gurus, but the truth is, the most powerful secret to building wealth isn’t about how much you start with – it’s about the strategy you use.What if you could build a strong, diversified portfolio with just S$1,000? It’s not only possible, it’s one of the smartest things you can do. The real secret isn’t a magic stock tip; it’s a simple blueprint for starting small and letting time ...
Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout
CNBC· 2025-12-26 12:00
Core Viewpoint - Oracle's new CEOs, Clay Magouyrk and Mike Sicilia, are facing significant challenges as the company's stock has dropped 30% this quarter, marking its steepest decline since 2001 and the dot-com bust [1][2]. Financial Performance - Oracle reported weaker-than-expected quarterly revenue and free cash flow, prompting the new finance leader to announce a $50 billion capital expenditure plan for fiscal 2026, which is 43% higher than previously planned and double the amount from the previous year [3]. - The company is also planning $248 billion in leases to enhance cloud capacity alongside building new data centers [3]. Debt and Investment Concerns - To support its growth plans, Oracle raised $18 billion in a significant bond sale, one of the largest in the tech industry, raising concerns about its ability to maintain an investment-grade debt rating [4]. - Analysts express skepticism about Oracle's capacity to meet its financial obligations without restructuring its contract with OpenAI, which has committed over $300 billion to Oracle [5]. Market Position and Growth Strategy - Oracle's revenue backlog surged by 359% due to its agreement with OpenAI, which initially boosted its stock by nearly 36% [8]. - The company aims to increase revenue to $225 billion by fiscal 2030, primarily driven by AI infrastructure, although this growth may come at the expense of profitability, with gross margins expected to decline from 77% in fiscal 2021 to about 49% by 2030 [15][16]. Investor Sentiment - Some investors remain cautious about Oracle's long-term plans, particularly its heavy reliance on OpenAI, which is facing its own financial challenges [17]. - Analysts have mixed views, with some issuing buy ratings based on potential revenue growth from OpenAI, while others highlight the need for Oracle to improve its market share in cloud infrastructure, where it lags behind competitors like Amazon and Microsoft [18][19].
B. Riley Cuts WhiteFiber Target While Highlighting Execution Progress at NC-1
Financial Modeling Prep· 2025-12-25 21:58
Core Viewpoint - B. Riley has lowered its price target on WhiteFiber Inc. to $40 from $44 while maintaining a Buy rating, following the company's first long-term co-location agreement [1] Group 1: Company Developments - WhiteFiber announced its inaugural long-term co-location agreement at the NC-1 data center campus with Nscale Global Holdings, which took longer to finalize than expected [2] - The company reaffirmed its original deployment timeline, highlighting its execution capabilities and validating its retrofit-based development model [2] Group 2: Financial Outlook - WhiteFiber is in advanced discussions with multiple lenders regarding a construction financing facility, expected to be completed in early first-quarter 2026 [3] - Management indicated that potential credit enhancements could lower overall funding costs, with more clarity on ultimate off-takers [3] Group 3: EBITDA Forecasts - B. Riley has modestly reduced its EBITDA forecasts, lowering the second-quarter 2026 estimate to $17.9 million from $19.5 million and the full-year 2026 estimate to $92.7 million from $99.5 million [4] - The upcoming capacity is expected to come online in under two quarters, supporting WhiteFiber's speed-to-market thesis and positioning the company for expansion across multiple sites [4] Group 4: Valuation Metrics - WhiteFiber is currently trading at approximately 11x EV/EBITDA on 2026 estimates and about 8x EV/EBITDA on a fourth-quarter 2026 run-rate basis, indicating a notable discount to peer valuations in the mid- to high-teens [5]
WhiteFiber NC-1 deal is promising, says B. Riley, seeing 127% upside after stock price plunge
Yahoo Finance· 2025-12-24 14:31
Data center developer WhiteFiber's (WYFI) first long-term colocation deal at its flagship NC-1 campus with Nscale Global supports management’s execution and its original deployment timeline, investment bank B. Riley said in a report Tuesday. "We believe WYFI's reaffirmation of its original deployment timeline demonstrates its execution capability and the benefit of the company's retrofit model," wrote analysts Nick Giles and Fedor Shabalin. The analysts reiterated their buy rating on the stock while tri ...
X @BNB Chain
BNB Chain· 2025-12-17 16:25
AWS cloud is a core expense for most companies. Bringing those payments onchain changes the workflow in a meaningful way.With $BNB payment through @bpn_network, businesses get:✅ Real-time settlement✅ Lower fees✅ Global usability✅ Enterprise-grade securityIt turns a routine payment into a far more efficient process. ...
Oracle says Michigan data center project talks on track without Blue Owl
Yahoo Finance· 2025-12-17 13:24
By Akash Sriram and Jaspreet Singh Dec 17 (Reuters) - Oracle said talks for an equity deal to support its Michigan data center project remain on schedule and do ​not include Blue Owl Capital, after a report of stalled negotiations with the crucial ‌partner knocked its shares down 5% on Wednesday. The more than 1-gigawatt project in Saline Township, Michigan, is part of the ‌Stargate AI infrastructure push by Oracle and OpenAI. Oracle said in late October that construction is slated to begin in early 2026 ...
Wall Street Maintains its Mixed Outlook on Oracle (ORCL)
Yahoo Finance· 2025-12-16 03:47
​Oracle Corporation (NYSE:ORCL) is one of the Best SaaS Stocks to Buy Right Now. Wall Street has a mixed outlook on Oracle Corporation (NYSE:ORCL) since the release of its fiscal Q2 2026 results on December 10. The company posted mixed results during the quarter, and the stock has fallen more than 14.82% since the release. ​Recently, on December 12, Goldman Sachs analyst Kash Rangan lowered the firm’s price target on the stock from $320 to $220, and maintained a Hold rating on the stock. A day earlier, o ...
Should You Buy the Dip in Oracle Stock and Hold for 2026?
Yahoo Finance· 2025-12-15 19:45
Shares of enterprise software and cloud computing major Oracle (ORCL) had a tough trading session Thursday. Nosediving by more than 15% intraday, the stock closed 11% lower to have its worst day on the exchanges since 2001, as its Q2 revenues missed estimates. Moreover, its five-year CDS spread widened sharply to reach its highest levels since 2009. This makes the cost of raising debt more expensive for the Larry Ellison-led company. Oracle already has a debt pile of more than a hundred billion dollars, ...
Biggest Stock Movers Today, Dec. 11: ORCL, PL, & More
The Motley Fool· 2025-12-11 22:29
Market Overview - Major market benchmarks, including the S&P 500 and Dow Jones Industrial Average, set new record highs, reflecting investor enthusiasm about the economic outlook for 2026 [1][2] - The Nasdaq Composite remained in negative territory, indicating mixed performance across major indices [2] Stock Performance - **Dow Jones Industrial Average**: Increased by 1.34%, gaining 646 points [3] - **S&P 500**: Rose by 0.21%, adding 14 points [3] - **Nasdaq Composite**: Decreased by 0.25%, losing 50 points [3] Top Stock Losers - **Oracle (ORCL)**: Experienced a significant drop of 11% after reporting quarterly earnings that, while better than expected, did not meet investor revenue expectations despite a 14% overall sales growth [5][6] - **Robinhood Markets (HOOD)**: Fell by 9% following a report showing a 37% decline in equity trading volumes, marking the first monthly drop in assets under custody in nine months [7][8] Top Stock Gainers - **Planet Labs (PL)**: Surged by 35% after reporting a 33% year-over-year revenue increase to $81 million and a 361% rise in remaining performance obligations to $672 million, indicating strong demand for its AI-enabled services [9][10] - **Hecla Mining (HL)**: Increased by 12.56% as silver prices climbed above $64 per ounce, with expectations for further gains due to its inclusion in the S&P MidCap 400 index and the metal's role as an inflation hedge [11][12]
Most Stocks Recover from Oracle Sell-Off
Yahoo Finance· 2025-12-11 21:35
Market Performance - The S&P 500 Index closed up by +0.21%, reaching a 6-week high, while the Dow Jones Industrials Index climbed to a new all-time high with a gain of +1.34%. The Nasdaq 100 Index, however, fell by -0.35% to a 1-week low [1][2][3]. Economic Indicators - US weekly initial unemployment claims rose by +44,000 to a 3-month high of 236,000, indicating a weaker labor market than the expected 220,000 [4]. - The US September trade deficit unexpectedly shrank to -$52.8 billion, contrary to expectations of a widening to -$63.1 billion, marking the smallest deficit in 5.25 years [4]. Corporate Earnings - The Q3 corporate earnings season is nearing completion, with 496 of the 500 S&P companies having reported results. Notably, 83% of these companies exceeded forecasts, leading to a +14.6% increase in earnings, significantly surpassing the expected +7.2% year-over-year growth [5]. Sector Performance - Managed healthcare stocks rallied, contributing positively to the overall market performance. Visa shares surged more than +6%, providing a boost to the Dow Jones Industrial Average [2]. - Conversely, Oracle's stock tumbled more than 10% after reporting Q2 cloud sales that missed estimates, raising concerns about tech valuations and the effectiveness of capital outlays on AI infrastructure [3].