Microsoft Activision showdown with FTC: Biggest takeaways
Many internal Microsoft documents have come up in conversations with executives or have been released as part of a hearing over its Activision Blizzard deal.
Source: cnbc.com
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A Microsoft in the making? Oracle's cloud momentum gives one analyst flashbacks.
With its $330 billion-plus valuation, Oracle is hardly small. But might it be a "mini Microsoft?"
Source: marketwatch.com
Adobe Inc. (NASDAQ:ADBE) Q2 2023 Earnings Call Transcript
Operator: Good day, and welcome to the Q2 FY 23 Adobe Earnings Conference Call. Todays conference is being recorded.
Source: insidermonkey.com
Adobe earnings help justify AI-fueled surge, but will the stock now 'take a breather'?
Amid a mixed stretch for software earnings, Adobe's results and commentary stood out, according to one analyst.
Source: marketwatch.com
Oracle (ORCL) Q4 2023 Earnings Call Transcript
ORCL earnings call for the period ending March 31, 2023.
John Difucci Kirk Materne Evercore Siti Panigrahi Raimo Lenschow Barclays John Difucci Guggenheim Brad Zelnick
Source: fool.com
Bernstein likes Oracle 'even excluding A.I.' after its Q4 results
Oracle reports market-beating results for its fiscal fourth quarter. Bernstein analyst Mark Moerdler shares his view on Oracle stock.
Source: invezz.com
Oracle stock powers higher after 'watershed' earnings show company is a software standout
Oracle has analysts gushing in the wake of an earnings report that showed the company is capitalizing on the AI boom and gaining ground in the cloud.
Derrick Wood Mizuho Siti Panigrahi Bernstein Mark Moerdler Oracle Corp Wolfe Research Alex Zukin Wall Street
Source: marketwatch.com
Oracle's Earnings Convinced the Stock's Biggest Bear to Throw in the Towel
Oracle's strong FY Q4 financial results---driven by impressive growth it its cloud business---is driving up target prices.
Source: marketwatch.com
Salesforce Shares Are Pressured, But I'm Not Threatened: Here's the Trade
Margins are up, cash flows are roaring, guidance is strong, yet valuation remains an issue....CRM
Source: thestreet.com
11 Best AI ETFs to Invest In 2023 - Insider Monkey
The stock market is all about AI these days. Investors, venture capitalists and investment funds are pouring money into AI companies.
Source: insidermonkey.com