Core Viewpoint - B. Riley has raised the price target for Zeta Global (ZETA) to $30 from $29 while maintaining a Buy rating on the shares [1] Group 1: Acquisition Details - Zeta Global has completed the acquisition of Marigold's enterprise software business for a total consideration of up to $325 million [1] Group 2: Financial Performance and Projections - Zeta's organic business momentum is strong and is expected to continue to exceed the 2028 financial targets [1] - The updated FY26 guidance projects over 20% organic revenue growth, sustained adjusted EBITDA margin expansion, and improved free cash flow conversion [1]

Core Insights - Oracle Corporation (NYSE:ORCL) is recognized as one of the 15 Best Long Term Stocks to Buy according to Reddit [1] - Baird has lowered its price target for Oracle to $315 from $365 while maintaining an Outperform rating, citing concerns over AI initiatives and debt levels [2] - Oracle's fiscal Q1 report shows revenue of $14 billion, a 12% year-over-year increase, and a significant 359% rise in remaining performance obligations (RPO) to $455 billion, indicating strong future growth potential [3] - The company has raised its fiscal 2029 revenue forecast to $185 billion from $104 billion, projecting $225 billion in fiscal 2030, which suggests a 31% annual growth rate from fiscal 2025 [4] - Despite a strong outlook, Oracle's stock has declined over 29% in the past month due to concerns over its $111 billion debt and plans to raise an additional $38 billion for AI infrastructure [5] - Oracle provides enterprise software, cloud computing, and database management systems, aiding businesses in managing data and IT infrastructure [6]

Core Insights - Nvidia and Oracle are both positioned to benefit from the growth in AI infrastructure, but their business models and growth trajectories differ significantly [1][2] Nvidia's AI Momentum - Nvidia's fiscal Q3 revenue increased by 62% year over year to $57.0 billion, with data center revenue rising 66% to $51.2 billion [3][7] - CEO Jensen Huang highlighted that Nvidia is experiencing "three massive platform shifts," indicating a broad demand for its products beyond a single product cycle [4][6] - The company's gross margin for fiscal Q3 was 73.4%, and free cash flow reached $22.1 billion, up from $13.5 billion year-over-year [7] Oracle's Cloud Acceleration - Oracle's total revenue grew by 12% year over year to $14.9 billion in Q1 of fiscal 2026, with cloud revenue increasing by 28% to $7.2 billion [8][10] - The company reported a 359% increase in remaining performance obligations (RPOs) to $455 billion, indicating strong future demand [10] - Oracle's gross margin stands at 66.10%, and its price-to-earnings ratio is 46, similar to Nvidia's [9][10] Investment Considerations - Both companies provide exposure to AI infrastructure spending, but Nvidia is seen as better positioned due to its rapid growth and strong profitability [11] - Oracle has potential upside if its cloud strategy continues to gain traction, but uncertainty remains regarding its ability to convert RPOs into revenue [11][12] - Nvidia is recommended for investors seeking AI exposure with a higher risk tolerance, while Oracle may appeal to those looking for a safer option [12]

Core Viewpoint - The value of obtaining an MBA is questioned by tech billionaire Joe Liemandt, who believes that real-world entrepreneurial experience outweighs formal education in business [1]. Group 1: Entrepreneurial Perspective - Liemandt emphasizes that entrepreneurs possess a mindset focused on changing the world, contrasting with MBA graduates who may overly rely on data analysis and spreadsheets [5]. - He argues that entrepreneurs are more creative problem solvers, willing to adapt and change circumstances to achieve their goals [6]. Group 2: Educational Experience - Liemandt's own educational journey included dropping out of Stanford to start Trilogy Software, highlighting a preference for practical experience over academic credentials [1]. - Trilogy Software, founded in 1989, became a significant player in enterprise software, achieving annual revenues of around $120 million at its peak [2]. Group 3: Training Initiatives - The establishment of Trilogy University, an intensive training program for new hires, reflects the company's commitment to on-the-job learning, influencing similar initiatives at major tech firms like Google and Facebook [3]. Group 4: MBA Program Costs - The rising costs of MBA programs, particularly at top business schools, are noted, suggesting a growing financial burden for prospective students [6].

Baron Funds, an investment management company, released its “Baron Technology Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities rallied in the third quarter following the previous quarter. In the third quarter, the fund returned 5.89% (Institutional Shares) but underperformed the MSCI ACWI Information Technology Index's (the Benchmark) 12.76% return, Invesco QQQ Trust's (the QQQ) 8.94% return, and the S&P 500 index's 8.12% return. In addition, please check t ...

Core Insights - Oracle Corporation, traditionally known for enterprise software, experienced a significant stock surge despite missing earnings-per-share and revenue targets in September, indicating a shift in market perception [2][3] - In a single trading day, Oracle's market value increased by over 50%, adding more capitalization in eight hours than the entire market value of McDonald's, highlighting the dramatic impact of investor sentiment [3] - The company is positioning itself as a leader in artificial intelligence infrastructure while simultaneously gaining control over TikTok, a major social media platform, under the leadership of founder Larry Ellison [5] Company Overview - Oracle has transitioned from a database provider to a key player in the AI sector, suggesting a strategic pivot that aligns with current technological trends [5] - Larry Ellison, Oracle's founder, is portrayed as a central figure in this transformation, aiming to consolidate power within the tech industry [5]

Core Viewpoint - Netflix and ServiceNow are set to undergo significant stock splits, which are expected to make their shares more accessible to retail investors, despite stock splits not creating actual value [1][4][6] Group 1: Stock Splits - Netflix will execute a 10-for-1 stock split, while ServiceNow will implement a 5-for-1 split, both occurring in late November and early December respectively [4][5] - Stock splits are seen as retail-friendly moves that could attract more retail investors, particularly those deterred by high share prices [2][4] Group 2: Market Reactions - Historically, stock splits tend to generate positive reactions in the market, even though they do not inherently create value [3][6] - The current market conditions show that Netflix had a poor quarter leading to a decline in shares, while ServiceNow performed well but did not see significant share price increases [6]

Core Insights - Palantir Technologies Inc. reported strong earnings for the September quarter, showcasing ongoing acquisition momentum in the commercial segment and overall growth [1] Group 1: Earnings Performance - The company highlighted a robust earnings scorecard for the September quarter, indicating strong financial performance [1] Group 2: Commercial Segment Growth - There is continual acquisition momentum in the commercial segment, which is a positive indicator for future growth [1]

Core Insights - ServiceNow reported third-quarter results that exceeded Wall Street estimates, leading to a 4% increase in shares [1] - The company approved a five-for-one stock split [1] Financial Performance - Third-quarter subscription revenues reached $3.3 billion, surpassing the $3.26 billion estimate [2] - Overall revenues grew by 22% compared to the same period last year [2] - Earnings per share were $4.82 adjusted, exceeding the expected $4.27 [4] - Total revenue for the quarter was $3.41 billion, above the expected $3.35 billion [4] Guidance and Future Outlook - ServiceNow raised its full-year guidance for subscription revenue to a range of $12.84 billion to $12.85 billion, up from the previous range of $12.78 billion to $12.80 billion [2] Industry Trends - The company is benefiting from the ongoing artificial intelligence transformation, which is driving businesses to adopt new tools [3] - CEO Bill McDermott emphasized that every enterprise is focused on AI as a key innovation opportunity [3]

Core Viewpoint - Oracle's stock experienced a significant decline of 6.5%, resulting in a loss of billions in market value as investors evaluated the company's long-term ambitions in AI and cloud computing [1] Group 1 - The decline in Oracle's stock price reflects investor concerns regarding the company's future growth prospects in the competitive landscape of enterprise software [1] - The market reaction indicates a critical assessment of Oracle's strategic positioning in AI and cloud services, which are pivotal for its long-term success [1] - The loss in market value underscores the volatility and sensitivity of tech stocks to investor sentiment and market trends [1]