Oracle ORCL is making one of its boldest strategic moves yet, forecasting $35 billion in capital expenditures (CapEx) for fiscal 2026, up from more than $21 billion in fiscal 2025. This aggressive investment underscores the company’s determination to expand its cloud infrastructure footprint and strengthen its position as a global cloud powerhouse. The bulk of ...
Key Points Nvidia currently dominates the market for AI chips. Its heavy customer concentration remains a big risk, and one customer is starting to look elsewhere for compute. If others follow suit, it could lead to a slowdown in revenue growth for the GPU leader. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: ...
As the bull market and AI data center buildout gain momentum, Nvidia (NVDA), Arista Networks (ANET), and Vertiv (VRT) continue to lead the way, and for good reason. While many new opportunities have emerged to play the AI theme, these three remain, in my view, the lowest-risk and most structurally important players in the space. Each company ...
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Amazon.com Inc (Symbol: AMZN), where a total volume of 671,576 contracts has been traded thus far today, a contract volume which is representative of approximately 67.2 million underlying shares (given that every 1 contract represents 100 underlying ...
Here’s a quick recap of the crypto landscape for Wednesday (October 8) as of 9:00 p.m. UTC. Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Bitcoin and Ether price update Bitcoin (BTC) was priced at US$123,495, up by 1.5 percent in 24 hours. The cryptocurrency’s lowest valuation ...
Shares of AXIL Brands, Inc. AXIL have gained 0.2% since reporting results for the first quarter of fiscal 2026 against the S&P 500 index’s 0.07% decline. However, over the past month, the stock has declined 19%, trailing the S&P 500’s 2.5% growth, reflecting investor caution despite the company’s improved quarterly results. AXIL Brands reported net ...
Disney DIS has experienced a remarkable 23.1% surge over the past six months, outperforming the Zacks Consumer Discretionary sector and rewarding shareholders who maintained conviction through the company’s strategic transformation. However, despite this impressive momentum, prudent investors should consider holding their positions rather than adding exposure at current levels while awaiting clearer catalysts and more ...
The contract continues to struggle above 2492, with repeated failed breakouts and bearish divergence hinting at a potential downside flush. Multiple failed breakouts above 2492 Bearish RSI divergence building Nearly 4 Fed cuts priced by Sep 2026 Too many cuts could signal economic trouble Summary U.S. small caps are struggling above 2492, with repeated failed ...
Ford Motor Company F faces potential production challenges following a late-night fire at Novelis’ aluminum plant in Oswego, New York, which has disrupted a key supply of aluminum used in the F-150 pickup. The Sept. 16, 2025, blaze destroyed the plant’s hot mill, critical for producing automotive-grade aluminum, forcing much of the facility offline until ...
Key Points Alibaba Group (NYSE: BABA) has long disappointed investors since the launch of the stock in 2014. Amid political risks, high-profile U.S. investors were initially drawn by its cheap valuation and market leadership, but beginning in late 2020, Alibaba began to sell off, mostly due to the political risks. However, the stock has risen ...
