Oracle’s ORCL rapidly expanding contract backlog is enhancing visibility into its long-term revenue growth. The company ended fiscal 2026 with a record $638 billion in Remaining Performance Obligations (RPO), including an $85 billion sequential increase, reflecting strong customer demand for its AI cloud infrastructure and enterprise applications. Much of the backlog stems from large AI ...
is not out of the weeds, with its revenue contracting, orders and backlog declining, and margins under pressure, but these forces are already priced into its stock. Housing market woes, inflation, and high interest rates are no secret. The market has had ample opportunity to adjust to the reality that interest rates will remain elevated ...
The most profitable AI applications aren’t chatbots – and the stocks benefiting from them are hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: On Tuesday, we looked at how AI is making the oil and gas industry more efficient with Joe Austin. Today, we’re looking at ...
Traders who dumped shares after its $1.9 billion deal to buy German magnet maker Vacuumschmelze are missing a major shift. The immediate share price pullback reflects short-term dilution anxiety rather than long-term asset value. By acquiring Vacuumschmelze, Energy Fuels is pursuing a vertical integration strategy to secure a domestic mine-to-magnet supply chain. The broader industrial ...
What happened Netflix (NASDAQ: NFLX) sank on Friday, adding to the brutal decline in its stock price since it delivered its first-quarter earnings report on April 19. As of 2:10 p.m. ET, the streaming leader’s shares were down by more than 4%, and had been off by as much as 6.6% earlier in the session. ...
Memory’s biggest name just delivered the cleanest quarter of its life, and the most interesting thing about it is that the stock isn’t sure what to do with it. Micron (NASDAQ:) closed out fiscal Q3 with revenue of $41.5 billion, up 346% on the year, a fifth straight record. Gross margin came in at 84.9%, ...
Every now and then, something happens that shines a light on the value of our favorite income investments—our 8%+ paying closed-end funds (CEFs). These stout income plays are so valuable, in fact, that some activists are willing to go all the way to the Supreme Court to gain more influence over them. Let me explain. ...
Key Points BYD passed Ford not only in EV sales but also in total global sales. BYD’s CEO believes the company can become the No. 1 global automaker in five years. BYD remains an attractive investment due to its vertical integration. 10 stocks we like better than BYD Company › When Tesla energized the entire ...
But an AI factory without enough memory is a Formula One car with no fuel tank Takeaways Micron did not just beat estimates; it reinforced that AI demand is still colliding with a hard physical constraint: memory supply. That keeps pricing power firmly with the producers. The real upgrade is structural. Multi-year take-or-pay agreements, price ...
Here are three stocks with buy rank and strong value characteristics for investors to consider today, June 25th: Upland Software UPLD: This company which is a provider of cloud-based Enterprise Work Management software that helps organizations to plan, manage and execute projects and work, carries a Zacks Rank #1(Strong Buy), and has witnessed the ...
