Home
Storia in 3 fonti
Don't use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn't be.
- ·
cnbc.com
Oracle's AI-fueled debt load has investors on edge ahead of quarterly earnings
Oracle's fiscal second-quarter results will be a crucial test for the AI trade and whether demand justifies the company's buildout plans.
- ·
forbes.com
Oracle Nosedives In Premarket, Major AI Stocks Down As Well
Oracle reported lower-than-expected revenues in its quarterly earnings report released on Wednesday.
- ·
Wall Street is disappointed and confused by Oracle's report. Where they see the stock going
Analysts across the board cut their price targets on Oracle, but ultimately remained bullish on the company in the long term despite some near-term friction.
- ·
Rotation away from AI trade may continue after Oracle earnings dud, Fed decision
The gains of the last several years could broaden out to other sectors.
- ·
How Cramer is approaching two AI stocks after Oracle report roils market
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
- ·
Don't use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn't be.
- ·
Josh Brown says this ETF is a good way to play the broadening out of the market away from the AI trade
Oracle led a pullback in AI stocks Thursday, but an exchange-traded fund tracking the S&P 500 was still flying high, making it an attractive bet for investors.
- ·
fortune.com
There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts…
"But as I said, this one has more legs in the sense that there are more things that are happening that throw doubt on how fast or how profitable all the AI buildout is going to…