Oracle

Software stocks experienced their best month in 24 years while most of the market was being written off at the start of the year...

Let's take a look...

The iShares Expanded Tech-Software ETF $IGV went through its weakest quarter since 2008 in the first quarter of this year. The market was gripped by fears of the so-called 'SaaSpocalypse'.

In May, however, a literally legendary...
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Portfolio under the microscope: "SaaSocalypse" — reality or overblown panic? ☁️📉

The recent sell-off in SaaS stocks has revived the "SaaSocalypse" narrative. Personally, I view the market's current reaction as markedly overblown.

Markets tend to swing between euphoria and fear — and right now sentiment is clearly on the latter side. Some concerns are valid, but a broad sell-off...
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🗓️Key events on the markets this week!

This week brings European industrial earnings and very important US macro data.

💻 Monday

Results after the close:

Hewlett Packard Enterprise $HPE – report for the enterprise infrastructure segment.

🚗 Tuesday

Results before the open:

NIO $NIO – the Chinese electric vehicle manufacturer will provide further insight into the dynamics of the local EV...
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$ORCL down 36% from its ATH

It seems to me that Oracle’s drop of more than 36% from its peak isn’t entirely surprising and, in my view, may offer an interesting opportunity—but it’s definitely not without risks. After the sharp rise Oracle experienced, investors are somewhat “out of breath.” That growth was driven by an enormous backlog of orders—the company reports remaining...
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☁️ Oracle at historic highs!
Shares of Oracle $ORCL, which specializes in enterprise software, database systems and cloud services, jumped to all-time highs after the company announced it will begin generating more than $30 billion a year from a new cloud deal starting in fiscal year 2028.

📊 Oracle surprised with results last week and reaffirms its status as the silent leader of the technology world!
Oracle $ORCL reported results last week that exceeded analyst expectations while proving that the transformation towards modern cloud and AI solutions is the right move. Since the beginning of the year, the stock has gained over 26 %and since the results were...
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📅 Key events of the upcoming week!
This week could significantly impact both the technology sector and market expectations for monetary policy. In addition to some important macroeconomic data, we are also waiting for events that can significantly change the mood of the markets.

🌐 Monday
US-China trade talks - Any diplomatic progress or tensions can affect global trade.

🍏 Apple...
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🤝 Microsoft and OpenAI are negotiating!
Microsoft $MSFT and OpenAI are rethinking the basics of their partnership. The reason for this is to prepare OpenAI for a possible stock market listing (IPO). This major move would transform not only the company itself, but the entire AI industry.

🔍 What is it about:
Microsoft has invested over $13 billionin OpenAI, but is willing to reduce...
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☁️ Oracle and the battle for the cloud: 23% growth in the AI era! 🚀
Oracle Corporation $ORCL is an American technology company specializing in database systems, cloud services and enterprise software. It is best known for its Oracle Database relational database and Oracle Cloud platform .

The company released results for the third quarter of fiscal year 2025, where cloud revenue...
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📅 This week's key investment events!
This week will be packed with macroeconomic data and the results of interesting companies that can influence the markets. Here's a round-up of the highlights:

📊 Monday
Results before the markets open
Oracle $ORCL - is one of the largest providers of cloud and database solutions. It will be especially important to watch growth in cloud computing...
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💡 SoftBank, Arm and possible acquisition of Ampere Computing: a revolution in the semiconductor industry?

The technology world is on the threshold of another major transaction. SoftBank Group $SFTBY and Arm Holdings $ARM, well-known players in the technology industry, are considering the acquisition of Ampere Computing. Ampere is a startup that specializes in making chips...
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