Oracle Corp. shares plunged by the most since January, erasing more than $100 billion in market value, after the company escalated its spending on AI data centers and other equipment, rising outlays that are taking longer to translate into cloud revenue than investors want. Capital expenditures, a metric of data center spending, were about $12 billion in the quarter, an increase from $8.5 billion in the preceding period, the company said Wednesday in a statement. Analysts anticipated $8.25 billion in capi ...

Group 1 - Oracle shares fell 11% in premarket trading following disappointing quarterly results [1] - The company's revenue for the quarter was reported at $16.06 billion, below the expected $16.21 billion [1] - Despite strong demand for artificial intelligence infrastructure, Oracle's performance did not meet market expectations [1] Group 2 - The decline in Oracle's stock negatively impacted other AI-related companies [2] - Nvidia's shares decreased by 1.5%, while Micron fell by 1.4% [2] - Other tech companies such as Microsoft, Coreweave, and AMD also experienced declines of 0.9%, 3%, and 1.3% respectively [2]

Three months ago, Oracle Corp.’s scorching earnings outlook sent the shares soaring to their best day in three decades. But a quarter later, things look very different for the database software maker and the AI trade in general.   Shares of Oracle, which reports earnings after the close, have plunged 33% since Sept. 10, when they hit an all-time high based on enthusiasm for raging growth in its cloud business. Today, Oracle and many other artificial intelligence companies are facing a wave of skepticism due ...

The U.S. ISM Non-Manufacturing PMI and S&P Global Services PMI will also be closely monitored today. Economists expect the November ISM services index to be 52.0 and the S&P Global services PMI to be 55.0, compared to the previous values of 52.4 and 54.8, respectively.Today, all eyes are on the U.S. ADP private payrolls report, which is set to be released in a couple of hours. Economists, on average, forecast that the November ADP Nonfarm Employment Change will stand at 5K, compared to the October figure of ...

Key Takeaways Database software maker MongoDB's (MDB) stock is soaring after the company posted stronger-than-expected quarterly results and a solid forecast. Shares of MongoDB soared nearly 25% Tuesday, a day after the company reported adjusted earnings of $1.32 per share on revenue that increased 19% year-over-year to $628.3 million. Analysts surveyed by Visible Alpha had expected $0.82 and $594.3 million, respectively. Why This Matters "Q3 was an exceptional quarter," MongoDB CEO CJ Desai said. Cheng Xin ...

MongoDB shares rose 15% in after-hours trading on Monday after the company announced strong third-quarter earnings that topped Wall Street estimates and issued a strong forecast.The database software maker reported a revenue of $628 million, which was up 19% year over year, blowing past the $592 million expected by LSEG analysts. The company's adjusted earnings per share of $1.32 also beat Wall Street's projections of 80 cents per share."These results reflect the strength of MongoDB's platform – our flexibl ...

Core Insights - Loomis Sayles Global Growth Fund achieved a return of 7.59% in Q3 2025, slightly below the MSCI ACWI Index Net return of 7.62% [1] - The fund focuses on investing in high-quality businesses with sustainable competitive advantages, particularly those trading at significant discounts to their intrinsic value [1] Company Analysis: Oracle Corporation - Oracle Corporation is highlighted as a key investment, being a leader in the enterprise software market with strong positions in database, infrastructure, application software, and cloud services [3] - The stock of Oracle experienced a one-month return of -29.37% but gained 5.73% over the last 52 weeks, closing at $198.76 per share with a market capitalization of $566.624 billion on November 21, 2025 [2] - Competitive advantages for Oracle include a large and experienced sales force, a founder-driven management team focused on maintaining a strong intellectual property portfolio, and a large client base with high switching costs, achieving renewal and retention rates in the mid-90% range [3] - The company is well-positioned to benefit from ongoing growth in data storage and enterprise application software, as well as the transition to cloud-based solutions [3]

Core Viewpoint - The article emphasizes that Oracle is well-positioned to benefit from the ongoing AI boom, with analysts forecasting a potential stock price increase of over 30% in the next 12 months due to strong demand for its cloud infrastructure services [4][10]. Company Performance - Oracle's cloud infrastructure revenue has seen a remarkable 55% increase, surpassing $3 billion, driven by urgent customer demand for AI workload capacity [6]. - The company's remaining performance obligations (RPO) have surged over 300% to $455 billion, indicating significant future revenue from current contracts [6]. - Despite a recent dip in stock price, attributed to concerns over the profitability of its chip rental business, Oracle's overall growth trajectory remains strong, and the dip presents a buying opportunity [7][8]. Market Position - Oracle's market capitalization stands at $707 billion, with a current stock price of $247.77, reflecting a forward earnings multiple of 37x, which is considered reasonable given its growth potential in the AI sector [7][9]. - The company has shifted focus from its traditional database software to cloud infrastructure, which has proven to be a successful strategy amid rising demand for cloud services [5]. Analyst Sentiment - The majority of analysts covering Oracle recommend buying the stock, anticipating double-digit growth in the coming year, and highlighting its solid earnings track record and established business model [10].

Core Insights - MongoDB has appointed Chirantan "CJ" Desai as the new CEO, succeeding Dev Ittycheria, who has served for 11 years [1] Company Summary - The leadership transition marks a significant change for MongoDB, as Ittycheria has been instrumental in the company's growth and strategy over the past decade [1] - The appointment of Desai is expected to bring new perspectives and strategies to the company, potentially impacting its future direction and performance [1]

Group 1 - The core viewpoint is that Oracle Corporation (NYSE:ORCL) is currently undercutting prices on enterprise deals, which is impacting the overall pricing dynamics in the cloud sector [1][2]. - Oracle is reportedly reducing prices by 40–70% on many enterprise deals, leading to decreased profitability across the cloud sector, including competitors like AWS [2]. - The market is becoming more commoditized, with decreasing switching costs and less favorable overall economics for cloud providers [2]. Group 2 - ClearBridge Large Cap Growth Strategy has initiated new positions in Oracle, highlighting its successful expansion into cloud infrastructure for generative AI workloads [3]. - Oracle is gaining market share among hyperscalers due to its lower-cost data center architecture, which is advantageous for large-scale AI training workloads [3]. - There is a belief that Oracle's market share will continue to grow over the next few years, although some analysts suggest that other AI stocks may offer higher returns with limited downside risk [3].