Feed
Read More
🗓️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...
Read more
Read More
$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...
Read more
Zobrazit další komentáře
After the recent run-up it’s still expensive and I wouldn’t invest in it now. I’ll definitely wait longer and buy at a better price.
Read More
Read more
☁️ 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.
Read more
Zobrazit další komentáře
It's good business, but the valuation is already very high. I'd buy the stock, but it would have to be cheaper.
Read More
📊 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...
Read more
Zobrazit další komentáře
Read More
📅 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...
Read more
Zobrazit další komentáře
There's a lot there, but I'll be more interested in the Ŕobotaxi than inflation.
Read More
🤝 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...
Read more
Zobrazit další komentáře
If the IPO was OpenAI, that would be awfully interesting, but that's probably a ways off.
Read More
☁️ 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...
Read more
Zobrazit další komentáře
Read More
📅 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...
Read more
Zobrazit další komentáře
For me the results of $P911.DE will be interesting and Wednesday will be important.
Read More
💡 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...
Read more
Zobrazit další komentáře
I don't know if Ampere can compete with $AMD, but at the very least this is interesting news. A lot will depend on what kind of start they have and how they do in the beginning and whether they can do it.
Read More
💼 Oracle under pressure: The cloud battle for dominance continues! ☁️Oracle $ORCL is finding itself in an intensely competitive environment, which was clearly evident in its second quarter results.
Although revenues reached $14.06 billion, up $14.06 billion year-over-year, the 9 %, it fell short of Wall Street analysts' expectations of $14.11 billion. The company's stock...
Read more
Read More
🗓️ This week's investment summary: Watch for key events!
This week brings important economic data and interesting corporate results. However, not so much anymore and Christmas is coming. Have a wonderful second Sunday of Advent. Spend this time in peace and quiet!🎄
☁️Pondělí:
Results after the markets close: Oracle $ORCL: How is this technology company doing in cloud services and...
Read more
Zobrazit další komentáře
I haven't looked at the inflation thing yet, so I'll have to look back, as it's a pretty crucial factor.
I'd also like to add that US exchanges are open from 14:30 to 21:00 until March 27 due to the time change.