2 days ago
If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward. The question for a holder is whether Meta is still the business you bought.
Over the twelve months through the June 2026 quarter, capital spending took 39.1% of revenue, against 18.5% across Meta's history. That money buys servers, data centers and network infrastructure. In late July 2026, Meta also announced a venture with BlackRock to develop a 1 gigawatt data center in El Paso, Texas. The plan is to keep going: management narrowed its 2026 capital-spending range by lifting the bottom of it.
Less cash is left over. TTM free-cash-flow margin is 18.0%, against 32.8% across its history, so on each dollar of sales Meta keeps a little more than half the free cash it used to.
Borrowing fills part of the gap. Debt has risen to 25.0% of total ******* ets, against a historical 7.0%, and the CFO says Meta is adding more debt to lower its cost of capital. Meta still holds more cash and marketable securities than debt.
Together, those three readings are the most unusual combination Meta has shown in 14 years. Taken with the 2026 spending floor that management has raised, the combination reads as a change in the business rather than one quarter of noise.
#quarter #spending #bought #engine
Over the twelve months through the June 2026 quarter, capital spending took 39.1% of revenue, against 18.5% across Meta's history. That money buys servers, data centers and network infrastructure. In late July 2026, Meta also announced a venture with BlackRock to develop a 1 gigawatt data center in El Paso, Texas. The plan is to keep going: management narrowed its 2026 capital-spending range by lifting the bottom of it.
Less cash is left over. TTM free-cash-flow margin is 18.0%, against 32.8% across its history, so on each dollar of sales Meta keeps a little more than half the free cash it used to.
Borrowing fills part of the gap. Debt has risen to 25.0% of total ******* ets, against a historical 7.0%, and the CFO says Meta is adding more debt to lower its cost of capital. Meta still holds more cash and marketable securities than debt.
Together, those three readings are the most unusual combination Meta has shown in 14 years. Taken with the 2026 spending floor that management has raised, the combination reads as a change in the business rather than one quarter of noise.
#quarter #spending #bought #engine
14 days ago
Noting that long-held KLA Corporation (NASDAQ:KLAC) shares had pulled back significantly after peaking past $300 in June, a caller on the September 1 episode of Mad Money asked if it is a buy, hold, or sell. In response, Jim Cramer said:
I think it's a great company. It is up 40% for the year. Its price-to-earnings multiple is still too high. It does great intellectual property. I think if you wanted to buy some here, it's fine. But again, I would not put a lot of it on. Why? Because these are all semiconductor capital equipment companies that I've been talking about this evening. They're extremely volatile. You can buy a quarter… and then you have to wait no more than that because we have to see what happens. I don't want you to put on too much money at one level in a stock this volatile.
KLA Corporation (NASDAQ:KLAC) has built an extraordinary business by dominating the semiconductor process control and inspection market. Advanced-node, high-bandwidth-memory and complex logic manufacturing increasingly requires sophisticated inspection and metrology tools, an area where KLA holds a leading position. The deep competitive moat and exceptional intellectual property make it an important player in the semiconductor supply chain. For long-term investors, this technical leadership provides a solid foundation that exceeds routine industry ups and downs.
Even with top-tier technology, KLA Corporation's (NASDAQ:KLAC) sharp climb leaves little room for error. Up nearly 33% year-to-date at the time of writing and trading at a forward multiple of 31.65x, the valuation shows a heavy dose of optimism. Semiconductor capital equipment stocks are notoriously cyclical and ******* e to sharp price swings, meaning that a pullback from recent highs can quickly turn into a deeper correction if market sentiment shifts or fab spending slows down.
Wall Street's major players keep a close watch on KLA Corporation (NASDAQ:KLAC) as a reliable gauge of overall semiconductor capital spending. According to Insider Monkey's database tracking elite hedge funds, 81 funds held a position in the stock during the second quarter, up from 71 in the previous quarter, showing clear institutional interest. Arrowstreet Capital remained the company's top shareholder in the second quarter, despite reducing its position by 41% to 4.7 million shares. At the same time, short interest sits at just 2.16% of the float, indicating that professional bears are largely keeping their distance despite the company's high price tag.
#NASDAQ #klac #quarter
I think it's a great company. It is up 40% for the year. Its price-to-earnings multiple is still too high. It does great intellectual property. I think if you wanted to buy some here, it's fine. But again, I would not put a lot of it on. Why? Because these are all semiconductor capital equipment companies that I've been talking about this evening. They're extremely volatile. You can buy a quarter… and then you have to wait no more than that because we have to see what happens. I don't want you to put on too much money at one level in a stock this volatile.
KLA Corporation (NASDAQ:KLAC) has built an extraordinary business by dominating the semiconductor process control and inspection market. Advanced-node, high-bandwidth-memory and complex logic manufacturing increasingly requires sophisticated inspection and metrology tools, an area where KLA holds a leading position. The deep competitive moat and exceptional intellectual property make it an important player in the semiconductor supply chain. For long-term investors, this technical leadership provides a solid foundation that exceeds routine industry ups and downs.
Even with top-tier technology, KLA Corporation's (NASDAQ:KLAC) sharp climb leaves little room for error. Up nearly 33% year-to-date at the time of writing and trading at a forward multiple of 31.65x, the valuation shows a heavy dose of optimism. Semiconductor capital equipment stocks are notoriously cyclical and ******* e to sharp price swings, meaning that a pullback from recent highs can quickly turn into a deeper correction if market sentiment shifts or fab spending slows down.
Wall Street's major players keep a close watch on KLA Corporation (NASDAQ:KLAC) as a reliable gauge of overall semiconductor capital spending. According to Insider Monkey's database tracking elite hedge funds, 81 funds held a position in the stock during the second quarter, up from 71 in the previous quarter, showing clear institutional interest. Arrowstreet Capital remained the company's top shareholder in the second quarter, despite reducing its position by 41% to 4.7 million shares. At the same time, short interest sits at just 2.16% of the float, indicating that professional bears are largely keeping their distance despite the company's high price tag.
#NASDAQ #klac #quarter
15 days ago
Dell Technologies Inc. (NYSE:DELL) reported stellar fiscal second-quarter earnings, beating Wall Street expectations backed by record demand for artificial intelligence servers. Tripling AI server demand, a 70% revenue growth outlook, and booming traditional server sales should have invited bullish calls from Wall Street, yet one firm chose to stick with a Hold rating.
On September 2, TD Cowen ******* yst Krish Sankar raised the price target on Dell (NYSE: DELL) to $500.00 (from $450.00) while maintaining a Hold rating. TD Cowen chooses to stay on the sidelines despite calling Dell's results "phenomenal" as the firm remains cautious about how much investors should pay for that growth.
For the fiscal second quarter, revenue for Dell surged 58% year-over-year to a record $46.97 billion, beating expectations of $44.92 billion. Adjusted earnings per share of $7.04 topped the expected $4.92 figure.
Soaring demand for its AI servers helped the company boost its annual revenue forecast by $25 billion and also raise its profit outlook for the second time this year. FY27 revenue outlook was raised to $192 billion from $167 billion, an estimated 69% year-over-year growth.
AI servers did most of the heavy lifting for Dell's growth. The company reported $16.4 billion in AI-optimized server revenue, with AI server outlook now sitting at $74 billion for the year, up 200% year over year.
#servers
On September 2, TD Cowen ******* yst Krish Sankar raised the price target on Dell (NYSE: DELL) to $500.00 (from $450.00) while maintaining a Hold rating. TD Cowen chooses to stay on the sidelines despite calling Dell's results "phenomenal" as the firm remains cautious about how much investors should pay for that growth.
For the fiscal second quarter, revenue for Dell surged 58% year-over-year to a record $46.97 billion, beating expectations of $44.92 billion. Adjusted earnings per share of $7.04 topped the expected $4.92 figure.
Soaring demand for its AI servers helped the company boost its annual revenue forecast by $25 billion and also raise its profit outlook for the second time this year. FY27 revenue outlook was raised to $192 billion from $167 billion, an estimated 69% year-over-year growth.
AI servers did most of the heavy lifting for Dell's growth. The company reported $16.4 billion in AI-optimized server revenue, with AI server outlook now sitting at $74 billion for the year, up 200% year over year.
#servers
20 days ago
Sheikh Tahnoon bin Zayed al Nahyan and co-investors are behind an entity that owns 49% of the holding company created for the planned Trump crypto World Liberty Financial's US banking venture, according to people familiar with the matter, as cited by The Wall Street Journal.
The stake makes Tahnoon-linked investors the largest shareholders in the holding company behind a bank being prepared by the Trump family's cryptocurrency venture.
The reported ownership arrangement follows a $500M investment in World Liberty Financial that Tahnoon backed last year in exchange for a 49% stake in the company, the Journal previously reported. The new venture expands the business relationship between the Trump-backed crypto company and a foreign government official.
The Office of the Comptroller of the Currency earlier this month granted preliminary conditional approval for World Liberty Financial to launch a federally chartered national trust bank, according to the Journal's Aug. 27 report. The proposed bank would issue, redeem and safeguard USD1, the dollar-backed stablecoin World Liberty launched last year.
The preliminary approval places the proposed bank at the center of World Liberty Financial's stablecoin business. It also focuses on the ownership of the holding company created for the venture, in which Tahnoon and his co-investors are reported to hold the largest stake.
#tahnoon #bank
The stake makes Tahnoon-linked investors the largest shareholders in the holding company behind a bank being prepared by the Trump family's cryptocurrency venture.
The reported ownership arrangement follows a $500M investment in World Liberty Financial that Tahnoon backed last year in exchange for a 49% stake in the company, the Journal previously reported. The new venture expands the business relationship between the Trump-backed crypto company and a foreign government official.
The Office of the Comptroller of the Currency earlier this month granted preliminary conditional approval for World Liberty Financial to launch a federally chartered national trust bank, according to the Journal's Aug. 27 report. The proposed bank would issue, redeem and safeguard USD1, the dollar-backed stablecoin World Liberty launched last year.
The preliminary approval places the proposed bank at the center of World Liberty Financial's stablecoin business. It also focuses on the ownership of the holding company created for the venture, in which Tahnoon and his co-investors are reported to hold the largest stake.
#tahnoon #bank
23 days ago
It's been a history-packed year for the stock market, with the Dow Jones Industrial Average (DJINDICES: ^DJI), S&P 500 (SNPINDEX: ^GSPC), and Nasdaq Composite (NASDAQINDEX: ^IXIC) catapulting to new highs and ******* e Exploration Technologies (SpaceX) rewriting Wall Street's record books with the largest-ever initial public offering.
But the highlight of 2026 might just be Kevin Warsh being sworn in as only the 17th Fed chair in the central bank's nearly 113-year history.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Warsh has wasted little time shaking things up. In his three months at the helm, he's shelved forward-looking guidance in Federal Open Market Committee (FOMC) meeting statements and has seemingly established price stability as the central bank's top priority.
However, the one thing Warsh and his FOMC colleagues haven't done is take any action amid persistently elevated inflation... and that's a mistake, according to the bond market.
#warsh #market #history
But the highlight of 2026 might just be Kevin Warsh being sworn in as only the 17th Fed chair in the central bank's nearly 113-year history.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Warsh has wasted little time shaking things up. In his three months at the helm, he's shelved forward-looking guidance in Federal Open Market Committee (FOMC) meeting statements and has seemingly established price stability as the central bank's top priority.
However, the one thing Warsh and his FOMC colleagues haven't done is take any action amid persistently elevated inflation... and that's a mistake, according to the bond market.
#warsh #market #history
24 days ago
The Federal Reserve's preferred inflation gauge showed prices remained sticky in July, reinforcing division within the central bank on whether to raise interest rates as policymakers gather this week for their annual economic symposium in Jackson Hole, Wyo.
While prices remained sticky year over year, month-over-month data pointed to a slowdown, a positive signal for those who are content to hold interest rates steady, though it's unlikely to quiet the hawks.
The Personal Consumption Expenditures (PCE) index rose 3.3% in July on a "core" basis, which excludes volatile food and energy prices. That was in line with expectations and the same level as June. Month over month, prices rose 0.2%, also in line with expectations and up from 0.1% in June.
The monthly increase suggests inflation is rising at a mild rate. New York Fed president John Williams has said that if inflation on a monthly basis, as measured by PCE, comes in at 0.2% or lower, that would indicate inflation is coming back down to the Fed's 2% target on its own, implying the Fed would not need to raise rates.
Boston Fed president Susan Collins said Tuesday that she was content to hold rates steady at the last meeting, but she would need to see evidence that inflation is dropping to continue holding rates.
#rates
While prices remained sticky year over year, month-over-month data pointed to a slowdown, a positive signal for those who are content to hold interest rates steady, though it's unlikely to quiet the hawks.
The Personal Consumption Expenditures (PCE) index rose 3.3% in July on a "core" basis, which excludes volatile food and energy prices. That was in line with expectations and the same level as June. Month over month, prices rose 0.2%, also in line with expectations and up from 0.1% in June.
The monthly increase suggests inflation is rising at a mild rate. New York Fed president John Williams has said that if inflation on a monthly basis, as measured by PCE, comes in at 0.2% or lower, that would indicate inflation is coming back down to the Fed's 2% target on its own, implying the Fed would not need to raise rates.
Boston Fed president Susan Collins said Tuesday that she was content to hold rates steady at the last meeting, but she would need to see evidence that inflation is dropping to continue holding rates.
#rates
25 days ago
Dividends are great, but what's even better for long-term investors is knowing that they're holding shares of a company that's a true dividend stock, not just a stock that pays a dividend.
Companies become true dividend names by showing unwavering commitment to steadily increasing their payouts. One of the world's largest oil companies, ExxonMobil (NYSE: XOM), is certainly in that camp. ExxonMobil is on a 43-year run of increasing its payout. Those are increases shareholders can set their clocks by, and for those wondering, pencil in the energy stock's next dividend lift. It's likely to arrive in October, as it has over the past several years.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Each of the company's 2023 through 2025 increases was $0.04 per share quarterly. That's not much, but those boosts add up over time. That consistency may have some on Wall Street banking on another increase of $0.03 to $0.04 a share, but ExxonMobil can deliver an "October surprise" -- and a positive one at that.
In addition to the 43-year payout increase streak, ExxonMobil is the second-largest dividend payer in the S&P 500. Fortunately, a yield of 2.5% and a payout ratio of 52.5% imply two pivotal factors. First, the energy company isn't burdened by its dividend obligations. Second, there's room for payout growth.
#exxonmobil
Companies become true dividend names by showing unwavering commitment to steadily increasing their payouts. One of the world's largest oil companies, ExxonMobil (NYSE: XOM), is certainly in that camp. ExxonMobil is on a 43-year run of increasing its payout. Those are increases shareholders can set their clocks by, and for those wondering, pencil in the energy stock's next dividend lift. It's likely to arrive in October, as it has over the past several years.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Each of the company's 2023 through 2025 increases was $0.04 per share quarterly. That's not much, but those boosts add up over time. That consistency may have some on Wall Street banking on another increase of $0.03 to $0.04 a share, but ExxonMobil can deliver an "October surprise" -- and a positive one at that.
In addition to the 43-year payout increase streak, ExxonMobil is the second-largest dividend payer in the S&P 500. Fortunately, a yield of 2.5% and a payout ratio of 52.5% imply two pivotal factors. First, the energy company isn't burdened by its dividend obligations. Second, there's room for payout growth.
#exxonmobil
29 days ago
High-yielding dividend stocks are riskier. Many of them have cut their payments in the past due to weaker financial profiles.
However, I fully trust Enterprise Products Partners' (NYSE: EPD) 5.8%-yielding payout right now. Here are three reasons why I think it's safe.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Enterprise Products Partners operates an integrated footprint of critical energy infrastructure. The master limited partnership (MLP), an entity that sends a Schedule K-1 Federal tax form, has broad diversification across ******* et types (e.g., pipelines, processing plants, and export terminals), products (e.g., oil, natural gas, natural gas liquids, and petrochemicals), customers, and geography. Long-term, fee-based contracts underpin about 80% of its earnings, providing a very stable cash flow base. This combination of diversification and stability has helped cushion the impact of market downturns over the years.
Enterprise Products Partners generated a record $2.3 billion of operational distributable cash flow during the second quarter. That was enough to cover its high-yielding distribution by a very comfortable 1.9 times. This allowed the MLP to retain $1.1 billion in distributable cash flow during the quarter, which it used to invest in expansion projects, repurchase units, and maintain its balance sheet strength.
#products #flow #high
However, I fully trust Enterprise Products Partners' (NYSE: EPD) 5.8%-yielding payout right now. Here are three reasons why I think it's safe.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Enterprise Products Partners operates an integrated footprint of critical energy infrastructure. The master limited partnership (MLP), an entity that sends a Schedule K-1 Federal tax form, has broad diversification across ******* et types (e.g., pipelines, processing plants, and export terminals), products (e.g., oil, natural gas, natural gas liquids, and petrochemicals), customers, and geography. Long-term, fee-based contracts underpin about 80% of its earnings, providing a very stable cash flow base. This combination of diversification and stability has helped cushion the impact of market downturns over the years.
Enterprise Products Partners generated a record $2.3 billion of operational distributable cash flow during the second quarter. That was enough to cover its high-yielding distribution by a very comfortable 1.9 times. This allowed the MLP to retain $1.1 billion in distributable cash flow during the quarter, which it used to invest in expansion projects, repurchase units, and maintain its balance sheet strength.
#products #flow #high
1 month ago
With a market cap of $63.4 billion, Aflac Incorporated (AFL) has provided financial protection and peace of mind to millions of policyholders and customers in the U.S. and ******* an for more than seven decades. As a leading provider of supplemental health insurance in the U.S. and cancer and medical insurance in ******* an, Aflac is recognized for its strong commitment to its customers, ethical business practices, and responsible investment.
Shares of the Columbus, Georgia-based company have lagged behind the broader market over the past 52 weeks. AFL stock has increased 18.3% over this time frame, while the broader S&P 500 Index ($SPX) has returned 21.3%. Moreover, shares of the company are up 11% on a YTD basis, compared to SPX's 13.2% gain.
Don't ******* ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today
#customers #insurance #broader #incorporated
Shares of the Columbus, Georgia-based company have lagged behind the broader market over the past 52 weeks. AFL stock has increased 18.3% over this time frame, while the broader S&P 500 Index ($SPX) has returned 21.3%. Moreover, shares of the company are up 11% on a YTD basis, compared to SPX's 13.2% gain.
Don't ******* ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today
#customers #insurance #broader #incorporated
1 month ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Americans spend over $600 billion per year (1) on remodeling their homes. Upgrading and repairing your place can protect its market value and make your living **** e more comfortable.
But it can also be expensive, and figuring out a way to pay for it isn't always straightforward.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#wealth
Americans spend over $600 billion per year (1) on remodeling their homes. Upgrading and repairing your place can protect its market value and make your living **** e more comfortable.
But it can also be expensive, and figuring out a way to pay for it isn't always straightforward.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#wealth
2 months ago
Fresh Record. Markets kicked off the first trading day of August on a
strong note
, with the Dow Jones Industrial Average closing at a new high on Monday. The
pullback in oil prices
held despite
Iran’s denial
of any peace talks taking place, allowing markets to look through the latest
geopolitical back-and-forth
and focus on a Magnificent 7 rally.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The market had a beautiful day and two indexes notched record highs.
#magnificent
strong note
, with the Dow Jones Industrial Average closing at a new high on Monday. The
pullback in oil prices
held despite
Iran’s denial
of any peace talks taking place, allowing markets to look through the latest
geopolitical back-and-forth
and focus on a Magnificent 7 rally.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The market had a beautiful day and two indexes notched record highs.
#magnificent
2 months ago
Arm Holdings (ARM) stock is getting fresh bullish support after the chip designer delivered better-than-expected fiscal first-quarter results, with ****** ysts highlighting its solid revenue growth, earnings beat and accelerating demand for its new AGI CPU
Arm reported record Q1 revenue of $1.29 billion, up 22% year-over-year (YOY), while adjusted earnings came in at $0.45 per share versus Wall Street expectations of $0.40.
Ahead of ****** eX Earnings, Here's What Barchart Data Says Comes Next for SPCX Stock
China Just Gave Sandisk Stock Investors a New Reason to Worry
Top Memory Chipmaker Plunges as Sharp Pullback Extends. How to Play It Here.
#earnings #barchart
Arm reported record Q1 revenue of $1.29 billion, up 22% year-over-year (YOY), while adjusted earnings came in at $0.45 per share versus Wall Street expectations of $0.40.
Ahead of ****** eX Earnings, Here's What Barchart Data Says Comes Next for SPCX Stock
China Just Gave Sandisk Stock Investors a New Reason to Worry
Top Memory Chipmaker Plunges as Sharp Pullback Extends. How to Play It Here.
#earnings #barchart
2 months ago
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2 months ago
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter argues that AI integration will ultimately benefit many companies. They recognize that some software firms may experience temporary slowdowns, but most will adapt and succeed by embracing AI, citing advantages like systems of record, high switching costs, entrenched distribution, and rapid AI adoption. The sharp decline in software valuations appears to be an overreaction rather than a sign of industry failure. Nightview believes the so-called "software panic of 2026" is temporary, and resilient businesses will adapt and flourish in the age of AI. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Night View Capital highlighted Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) is a leading global provider of products and services that enable enterprise information technology environments across multiple industries. On July 27, 2026, Oracle Corporation (NYSE:ORCL) closed at $119.90 per share, reflecting a market capitalization of $345.37 billion. Oracle Corporation (NYSE:ORCL) posted a one-month return of -18.18%, and its shares lost 52.04% over the past 52 weeks.
Night View Capital stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q2 2026 investor update:
"Oracle Corporation (NYSE:ORCL) sits underneath a stunning amount of the world's data and has become one of the more important landlords of AI computing infrastructure. The demand for its cloud has been remarkable. That strength is also why we trimmed the position modestly, harvesting some of a strong run to fund ideas where we saw more room ahead."
Oracle Corporation (NYSE:ORCL) ranks 40 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 115 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, up from 111 in the previous quarter. While we acknowledge the risk and potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Oracle Corporation (NYSE:ORCL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#letter #software
In its Q2 2026 investor letter, Night View Capital highlighted Oracle Corporation (NYSE:ORCL). Oracle Corporation (NYSE:ORCL) is a leading global provider of products and services that enable enterprise information technology environments across multiple industries. On July 27, 2026, Oracle Corporation (NYSE:ORCL) closed at $119.90 per share, reflecting a market capitalization of $345.37 billion. Oracle Corporation (NYSE:ORCL) posted a one-month return of -18.18%, and its shares lost 52.04% over the past 52 weeks.
Night View Capital stated the following regarding Oracle Corporation (NYSE:ORCL) in its Q2 2026 investor update:
"Oracle Corporation (NYSE:ORCL) sits underneath a stunning amount of the world's data and has become one of the more important landlords of AI computing infrastructure. The demand for its cloud has been remarkable. That strength is also why we trimmed the position modestly, harvesting some of a strong run to fund ideas where we saw more room ahead."
Oracle Corporation (NYSE:ORCL) ranks 40 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 115 hedge fund portfolios held Oracle Corporation (NYSE:ORCL) at the end of the first quarter, up from 111 in the previous quarter. While we acknowledge the risk and potential of Oracle Corporation (NYSE:ORCL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Oracle Corporation (NYSE:ORCL) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
#letter #software
2 months ago
Payward is widening the reach of xStocks beyond U.S. markets through a new partnership with GTN, giving the tokenized-equities platform a path into Asia, Europe and other major financial centers.
The first phase will focus on Hong Kong-listed shares, with the United Kingdom, Europe, South Korea and additional markets expected to follow. Payward also plans to extend xStocks beyond tokenized equities and exchange-traded funds over time, subject to local approvals.
GTN will provide the traditional market infrastructure behind that expansion, including execution, custody, ledgering, record-keeping and sub-accounting. The company connects to more than 90 markets through a single integration, allowing Payward to add international ***** ets without building separate access rails for each region.
More From Cryptoprowl:
MEXC Reports 7.1 Billion USDT in ***** eX Futures Volume as Q2 Closes the Gap to Wall Street
#tokenized #equities #asia #kong
The first phase will focus on Hong Kong-listed shares, with the United Kingdom, Europe, South Korea and additional markets expected to follow. Payward also plans to extend xStocks beyond tokenized equities and exchange-traded funds over time, subject to local approvals.
GTN will provide the traditional market infrastructure behind that expansion, including execution, custody, ledgering, record-keeping and sub-accounting. The company connects to more than 90 markets through a single integration, allowing Payward to add international ***** ets without building separate access rails for each region.
More From Cryptoprowl:
MEXC Reports 7.1 Billion USDT in ***** eX Futures Volume as Q2 Closes the Gap to Wall Street
#tokenized #equities #asia #kong
2 months ago
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Bitcoin (BTC-USD) opened at $64,680.23 on Monday, July 20, 2026, 0.2% lower than Sunday's opening price. As of 9:34 a.m. ET this morning, the price of bitcoin moved up to $64,694.96.
Ethereum (ETH-USD) opened at $1,871.21 on Monday, July 20, 2026, up 0.5% from Sunday's opening price. The price of ethereum moved lower this morning to $1,875.30 as of 9:35 a.m. ET.
Bitcoin opened slightly lower while ethereum was higher this morning. Both digital currencies are up over the past month, but sentiment about the second half of the year remains mixed.
Analyst Darkforst noted Friday that top buyers who paid between $75,000 and $126,000 for bitcoin are now realizing losses — signaling investors aren't optimistic about the near-term prospects. On the other hand, Standard Chartered just renewed its $100,000 bitcoin year-end 2026 price target. Prediction market Polymarket is taking a middle road, with top odds on bitcoin closing the year between $70,000 and $75,000 and ethereum finishing 2026 between $2,000 and $2,250.
Bitcoin (BTC-USD) opened at $64,680.23 on Monday, July 20, 2026, 0.2% lower than Sunday's opening price. As of 9:34 a.m. ET this morning, the price of bitcoin moved up to $64,694.96.
Ethereum (ETH-USD) opened at $1,871.21 on Monday, July 20, 2026, up 0.5% from Sunday's opening price. The price of ethereum moved lower this morning to $1,875.30 as of 9:35 a.m. ET.
Bitcoin opened slightly lower while ethereum was higher this morning. Both digital currencies are up over the past month, but sentiment about the second half of the year remains mixed.
Analyst Darkforst noted Friday that top buyers who paid between $75,000 and $126,000 for bitcoin are now realizing losses — signaling investors aren't optimistic about the near-term prospects. On the other hand, Standard Chartered just renewed its $100,000 bitcoin year-end 2026 price target. Prediction market Polymarket is taking a middle road, with top odds on bitcoin closing the year between $70,000 and $75,000 and ethereum finishing 2026 between $2,000 and $2,250.
