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📊 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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There's a lot there, but I'll be more interested in the Ŕobotaxi than inflation.
🤝 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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If the IPO was OpenAI, that would be awfully interesting, but that's probably a ways off.
☁️ 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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How nice sometimes these unfulfilled analyst estimates, great for getting into a position, for example. 😄
📅 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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For me the results of $P911.DE will be interesting and Wednesday will be important.
💡 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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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.
💼 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...
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🗓️ 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...
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I haven't looked at the inflation thing yet, so I'll have to look back, as it's a pretty crucial factor.
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That looks really good. They have a lot of potential and if the price drops, I'll buy.
📈 Oracle beats expectations: AI and cloud revenues are growing! ☁️
Oracle Corporation $ORCL is a technology company that specializes in developing and delivering software and cloud solutions for businesses. Its products include database systems, cloud infrastructure and business management applications. Oracle is one of the leaders in cloud services (SaaS, IaaS) and is...
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🌟 Investment outlook for the coming week! 🌟
This week brings a number of major events that could impact the markets and the Fed's interest rate decision. 📊
Monday:
📱 Apple $AAPL - Apple WWDC (Worldwide Developers Conference) A big event where the iPhone 16 and many other productsare expected to be unveiled. Will this be a boost to the stock and the entire tech sector?
Results...
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I'm probably a bit more interested in Apple's WWDC than inflation. I didn't get a chance to watch it yesterday, so I'll watch it today. It's one of the events that I find most interesting during the year.
For now, I only have $MSFT and $AMZN in my portfolio, which is probably enough and I don't need to add another such stock to my portfolio.