Microsoft Corporation (NASDAQ:MSFT) is among the best software infrastructure stocks to buy according to hedge funds. On Thursday, January 8, Wells Fargo trimmed its price target on the stock from $700 to $665 while maintaining its Outperform rating, according to The Fly. The revision followed the publication of Wells Fargo’s software-sector update for 2026, in which the analyst team argued that AI will remain “the name of the 2026 game”. They highlighted that investors can capitalize on opportunities in ...

Core Insights - Morocco aims to achieve a 100 billion dirhams ($10 billion) increase in its gross domestic product from artificial intelligence by 2030 [1] - The country is enhancing its investment in training programs, sovereign data centers, and cloud services to support this goal [1] Investment Focus - The Moroccan government is prioritizing the development of training programs to build a skilled workforce in the field of artificial intelligence [1] - Investment in sovereign data centers is part of the strategy to ensure data security and sovereignty [1] - Cloud services are being expanded to facilitate the adoption of AI technologies across various sectors [1]

JB Global Capital, an investment firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. During Q4 2025, JB Global Capital reported an 8.9% decline, largely driven by a sharp drop in Alibaba, its largest holding, while global markets posted modest gains. Despite the quarter’s setback, the fund delivered a strong full-year return of 67.5% and stands at 108.9% since inception, outperforming major benchmarks. The letter explains that 2025 market gains were heavily ...

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].