Getty Images Listen below or on the go via Apple Podcasts and Spotify Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53) The following is an abridged transcript: And just like that, it’s earnings season again. The big banks kick off Q4 this week: JPMorgan (JPM) reports before the bell Tuesday, BofA (BAC), Wells Fargo (WFC) and Citi (C) follow on Wednesday, and Goldman ...

Oracle Corporation (NYSE:ORCL) is one of the most buzzing stocks to invest in according to hedge funds. On January 5, RBC Capital analyst Rishi Jaluria lowered the firm’s price target on Oracle to $195 from $250 and kept a Sector Perform rating on the shares. The firm suggested that 2026 will serve as a turning point where the benefits of AI become increasingly visible for companies prepared for enterprise adoption. Enterprise spending is stabilizing and showing signs of recovery in certain sectors, fueled ...

Core Insights - Twilio (TWLO) is experiencing rapid growth due to increased adoption of its Cloud services in the enterprise sector [1] - The company is making significant progress in improving its operating income profitability [1] - Trends in customer acquisition and net retention are showing continuous improvement [1]

Company Overview - Applied Digital Corporation operates in the technology infrastructure market, focusing on digital infrastructure for high-demand computing applications, particularly supporting AI and HPC workloads through specialized data centers and cloud services [5] - The company generates revenue through infrastructure services for crypto mining, GPU computing solutions, and the design, construction, and management of data centers, serving enterprise clients in AI, machine learning, and HPC sectors across North America [6] Financial Performance - As of September 30, Applied Digital reported a revenue of $64.2 million for the fiscal third quarter, reflecting an 84.3% year-over-year increase [10] - The company has a market capitalization of $6.34 billion and a total revenue of $219.02 million for the trailing twelve months (TTM), with a net loss of $225.71 million [4] Stock Performance - As of November 13, shares of Applied Digital were priced at $23.06, which is a 221.6% increase over the past year [3] - The stock has gained 231.4% over the last year, significantly outperforming the S&P 500 index's 17.7% return and the Nasdaq Composite's 20% [9] Investment Activity - Hood River Capital Management LLC sold 812,377 shares of Applied Digital during the third quarter, reducing its position by 3.7%, while the remaining stake stands at 21,046,654 shares valued at $482.8 million, representing 5.7% of the fund's assets under management [2][3][9]

Oracle ( ORCL ) is trying to execute a genuine comeback. In 2025, its revenue grew 8% to $57.4 billion, with cloud services and license support rising 12%. But most impressively, cloud revenue surged byALFRED MARCUS is the author, co-author, or editor of more than 20 books and academic articles in journals such as the Strategic Management Journal, Academy of Management Journal, Academy of Management Review, and Organization Science. Twice he won outstanding teacher of the year awards at the Carlson School. ...

Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Investors Are Watching. On December 22, Wells Fargo reaffirmed its ‘Overweight’ rating on the stock with a $280 price target. Firm analysts believe that artificial-intelligence related concerns related to the stock are overblown and that the stock remains undervalued. Analyst Michael Turrin noted that sentiment for Oracle has skewed more negative in the near term. Some analysts, in particular, have been worrying about Oracle's high OpenAI exposure and ...

Core Viewpoint - Oracle's stock has experienced a significant decline, dropping 30% in the current quarter, marking its worst performance since the dot-com crash in 2001 [1][8]. Financial Performance - Oracle reported weaker-than-expected quarterly revenue and free cash flow earlier this month, prompting the new finance chief to announce a capital expenditure plan of $50 billion for fiscal 2026, which is 43% higher than the previous plan and double the amount from the previous year [4]. - The company is also planning $248 billion in leases to enhance cloud capacity, alongside building new data centers, indicating a substantial financial commitment [4]. Debt and Investment Concerns - In September, Oracle raised $18 billion through a bond sale, one of the largest in the tech sector, but investor confidence is waning, leading to increased costs for insuring Oracle's debt [5]. - Analysts express concerns about Oracle's ability to meet its financial obligations without restructuring its contract with OpenAI, especially given its precarious investment-grade rating [6]. Market Reaction and Future Outlook - Following the announcement of a significant revenue backlog tied to OpenAI, Oracle's stock initially surged nearly 36%, reaching an intraday high of $345.72 per share [9]. - However, the stock later fell 43%, closing at $197.49, despite a brief recovery after TikTok's agreement to sell part of its US business to Oracle [12]. - Wall Street analysts are divided on Oracle's long-term growth prospects, with some expressing skepticism about the company's heavy reliance on OpenAI and the timeline for projected growth [15][16].

In a bold move that is reshaping the future of one of the world’s most valuable companies, Microsoft Corporation (MSFT) CEO Satya Nadella is doubling down on artificial intelligence (AI), betting that the next era of tech dominance will be won by those who build the platforms, infrastructure, and cloud services that power AI at scale. From investing tens of billions of dollars in hyperscale AI data centers and strategic partnerships to embedding AI across core products, Nadella has signaled that AI is no l ...

Core Insights - AT&T Inc. partners with Sovato to enhance healthcare access by integrating digital health tools with robust connectivity, aiming to improve care delivery in remote areas [1][9] Group 1: Partnership and Technology - The collaboration allows AT&T to transition from a connectivity provider to a significant technology partner in the healthcare sector [1] - Sovato plans to utilize AT&T's extensive network infrastructure to facilitate remote healthcare services, addressing the shortage of healthcare professionals in rural areas [2] - AT&T Business offers secure connectivity solutions, including 5G and cloud services, which are essential for telehealth and remote patient monitoring [3] Group 2: Impact on Healthcare Delivery - The partnership aims to enhance healthcare efficiency and cost management by improving patient data management and reducing long-term healthcare expenses for employers and insurers [5] - AT&T's reliable performance in remote procedures minimizes downtime and ensures patient safety, enabling Sovato to expand its healthcare solutions rapidly [4] Group 3: Competitive Landscape - AT&T faces competition from Verizon and T-Mobile, both of which are also enhancing their digital health offerings through advanced connectivity solutions [6][7] - Verizon is focusing on using 5G and cloud services to support telehealth and remote patient monitoring, while T-Mobile collaborates with digital health providers to improve access for underserved patients [6][7] Group 4: Financial Performance and Estimates - AT&T's stock has increased by 6.5% over the past year, contrasting with a 5.1% decline in the industry [8] - The company trades at a forward price-to-sales ratio of 1.37, which is lower than the industry average of 1.78 [10] - Earnings estimates for 2025 and 2026 have both risen by 0.5%, now projected at $2.06 and $2.25 respectively [11]

Economic Growth - U.S. GDP grew 4.3% in Q3, significantly surpassing the consensus estimate of 3.2% year-on-year, indicating strong economic performance [1] AI Investment Trends - Analysts express concern that the GDP growth is heavily reliant on AI-related spending, with private fixed investment rising primarily due to this sector, while other investments are declining [2] - Deutsche Bank highlights that without tech-related spending, particularly in AI, the U.S. economy would be close to recession, as other spending has stagnated post-Covid [3] Capital Expenditure in AI - Capital expenditure (capex) in AI is projected to be substantial, with estimates from Bank of America indicating that AI capex from five major tech companies will reach $399 billion this year and exceed $600 billion in subsequent years [4] - The funding for this AI capex is increasingly expected to come from debt, as major tech firms have strong cash flows and balance sheets, allowing them to take on additional debt without negatively impacting their financial health [5] Debt Market Dynamics - The net supply of new debt from AI-related issuers in the USD credit market has surpassed $200 billion in 2025, more than doubling the previous year's total, with 30% of this year's net supply being AI-related [6] - Companies are targeting $1 trillion in incremental revenues over the next five years, with significant contributions expected from cloud services, digital advertising, and AI subscriptions [7]