Shares of IT name CoreWeave Inc (NASDAQ:CRWV) are up 1.3% to trade at $80.31, after an upgrade from D.A. Davidson to "neutral" from "underperform." The analyst also hiked its price target to $68 from $36, citing the company's recent cloud computing deals, which have raised a significant value of $22.4 billion. This brokerage is famously skeptical toward CoreWeave stock, making today's upgrade even more noteworthy.CRWV snapped a six-day losing streak on Friday. Despite sporting a nine-month lead of 61%, the ...

Group 1 - Seven IPOs and two SPACs submitted filings this week, with no pricings occurring during this period [2] - All seven IPO filings originated from microcap issuers, indicating a trend towards smaller companies entering the public market [2] - Among the IPOs, two companies are pursuing direct listings: Virtuix Holdings, a VR-integrated treadmill maker, and QumulusAI, a cloud computing services provider [2]

Oracle Corporation (NYSE:ORCL) is included among the 13 Top Tech Stocks Paying Consistent Dividends. Oracle Says Michigan Data Center Deal Moving Ahead Without Blue Owl On December 17, Oracle Corporation (NYSE:ORCL) said talks around an equity deal for a major data center project in Michigan are “on schedule” and will move forward without Blue Owl Capital. Blue Owl has played a role in financing large data center projects for companies such as Oracle and Meta Platforms in recent months, but it will not b ...

Group 1 - Oracle Corporation is included among the 15 Best Blue-Chip Stocks with Growing Dividends [1] - Oracle pushed back against a Bloomberg report claiming a delay in completing data centers for OpenAI, stating that the timeline remains on track [2][4] - Following the report, Oracle shares fell more than 4% on December 12 [2] Group 2 - RBC Capital reiterated its Sector Perform rating and $250 price target on Oracle, confirming the company's denial of the delay claims [3] - An Oracle spokesperson emphasized that site selection and delivery timelines were established in coordination with OpenAI, with no delays reported [4] - The partnership between Oracle and OpenAI is valued at over $300 billion over the next five years, highlighting the significance of their relationship [4][5]

Core Viewpoint - Several stock splits may occur in 2026, which could create investment opportunities as companies often see a rise in share prices following a split announcement [1][2]. Group 1: Microsoft - Microsoft has the lowest stock price on the list at just under $500 per share and has not split its stock since 2003, making a split overdue [4]. - The company's stock price has risen due to its significant role in the artificial intelligence sector and its investment in OpenAI, which could further boost its stock if OpenAI goes public [5]. Group 2: MercadoLibre - MercadoLibre has the highest stock price on the list at about $2,000 per share and has never split its stock, raising skepticism about a potential split [7]. - The company has built a robust e-commerce network in Latin America and a payments infrastructure, showing strong growth potential despite a sluggish 2025 [8]. Group 3: Goldman Sachs - Goldman Sachs has a stock price around $850 and is a significant component of the Dow Jones Industrial Average, accounting for about 11% of its total weighting [9]. - The company may face a decision on whether to split its stock to maintain its position in the index or to reduce its weight within it [11][12]. Group 4: Caterpillar - Caterpillar has a stock price of about $600 and is the second-largest component of the Dow Jones index, making up nearly 8% of its total weighting [13]. - Similar to Goldman Sachs, Caterpillar may need to consider a stock split to manage its significant influence on the index [13]. Group 5: Costco - Costco's stock is valued at about $900 per share, and it has not split its stock in 25 years, indicating it is overdue for a split [14]. - Although not a member of the Dow Jones index, a stock split could enhance its chances of inclusion, making it a strong candidate for a split in 2026 [16].

Core Insights - The tech sector is experiencing volatility, with fears of an AI bubble as Oracle's recent earnings miss led to a significant drop in its stock price, impacting the broader market [1][4][10] Company Performance - Oracle's shares fell nearly 11% after reporting revenue below Wall Street estimates, resulting in a loss of approximately $70 billion in market value [1][2] - The company announced an increase in its fiscal 2026 spending by $15 billion, bringing total capital expenditures to $50 billion [2][3] Market Impact - Oracle's stock decline affected other AI-related stocks, with Nvidia down nearly 1.5%, Arm Holdings and Intel over 3%, and Alphabet down 2.4% [4] - The S&P 500 and Dow Jones reached record highs, while the Nasdaq was the only major index to close lower due to Oracle's performance [2][10] Financial Metrics - Oracle's credit default swaps (CDS) surged to their highest level since 2009, indicating increased perceived risk in the company's debt following the earnings report [5][6] - The company's backlog of signed contracts is valued at $523 billion, driven by partnerships with major firms like Meta and Nvidia [3] Investment Landscape - The interconnected nature of AI investments among companies like Oracle, Nvidia, Microsoft, and OpenAI raises questions about the sustainability of the current investment boom [10][11] - Nvidia's potential $100 billion investment in OpenAI highlights the scale of financial commitments in the AI sector, although definitive agreements remain unfinalized [12][13]

Core Viewpoint - Cloudflare Inc (NYSE:NET) stock has seen a positive movement following Barclays' initiation of coverage with an "overweight" rating and a price target of $235, driven by factors such as increased cloud computing adoption, cybersecurity needs, and advancements in AI [1] Group 1: Stock Performance - Cloudflare's stock is currently up 4.4% at $205.92 after Barclays' coverage initiation [1] - The stock has experienced a significant pullback from its record high of $260 on November 3, finding support at the $180 level, which aligns with its ascending 180-day moving average [3] - The stock is up 90.4% in 2025, indicating a strong recovery trend [3] Group 2: Analyst Ratings - Among 36 analysts covering Cloudflare, 20 have a "buy" or better rating, while 16 have a "hold" or worse rating [2] - The 12-month consensus price target for Cloudflare is $239.21, representing a 17.6% premium to current stock levels [2] Group 3: Options Market - Options trading appears favorable for Cloudflare, with a Schaeffer's Volatility Index (SVI) of 53% ranking in the 24th percentile of its annual range, suggesting low volatility expectations from options traders [4]

Core Viewpoint - Oracle's stock has experienced a significant decline of over 26% in the last month due to concerns regarding artificial intelligence spending and a broader pullback in AI stocks [1] Group 1: Stock Performance - Despite the recent slump, Oracle's share prices are up 21% in 2025, outperforming the S&P 500 by approximately 4% [4] - Oracle currently trades at a forward price-to-earnings ratio of 29.6, which is consistent with its historical mean five-year P/E ratio of 30.6 [5] Group 2: Analyst Insights - Analysts from Deutsche Bank and HSBC have issued positive notes on Oracle, suggesting that the company's current weakness may be temporary [2] - HSBC has reiterated a "Buy" rating with a price target of $382, highlighting Oracle's remaining performance obligations exceeding $500 billion [2] Group 3: Financial Performance - Oracle reported first quarter fiscal 2026 earnings with revenue of $14.92 billion, reflecting a 12% increase year-over-year, while net income remained unchanged at $2.92 billion [6] - The cloud computing division was a significant growth driver, with revenue increasing by 28% year-over-year, while software revenue fell by 1% and hardware revenue rose by only 2% [7]

Core Insights - Nvidia announced a $2 billion investment in Synopsys as part of a broader partnership, marking one of the largest AI-related deals this year, with expectations of increased global spending on AI in the coming years [1][12] - Global annual AI spending is projected to reach $375 billion by the end of this year and exceed $3 trillion annually by 2030, according to UBS [1] Major AI Deals - OpenAI, SoftBank, and Oracle are collaborating on a new company called "Stargate," with plans to invest up to $500 billion in AI infrastructure in the U.S. [3] - OpenAI signed a contract with Oracle for $300 billion in computing power over the next five years [4] - Nvidia is investing $100 billion in OpenAI, which will utilize Nvidia's systems for AI model training [4] - Amazon plans to invest up to $50 billion to enhance AI infrastructure for U.S. government clients [5] - Anthropic announced a $50 billion investment in AI infrastructure, creating jobs in Texas and New York [6] - Oracle will purchase $40 billion worth of Nvidia's AI chips for OpenAI's data center [6] - OpenAI and Amazon's partnership is valued at $38 billion, involving cloud computing services and Nvidia processors [7] - Oracle disclosed a $30 billion cloud services agreement with OpenAI [8] - Anthropic will acquire $30 billion in cloud computing capacity from Microsoft [8] - Google plans to invest $25 billion in data centers and AI infrastructure over the next two years [9] - CoreWeave's partnership with OpenAI is valued at approximately $22.4 billion [9] - Oracle confirmed a $20 billion cloud-computing deal with Meta for AI model training [10] - Nvidia's agreement with CoreWeave for cloud services is valued at $6.3 billion [11] - The Energy Department partnered with AMD for a $1 billion project to develop AI-powered supercomputers [13]

Core Points - The European Commission has initiated market investigations into cloud computing services provided by Amazon and Microsoft under the Digital Markets Act (DMA) aimed at limiting the influence of Big Tech [1] Group 1 - The investigations focus on the competitive practices of Amazon and Microsoft in the cloud computing sector [1] - The Digital Markets Act is designed to ensure fair competition and prevent monopolistic behavior among major technology companies [1] - This move reflects increasing regulatory scrutiny on large tech firms in Europe [1]