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- S&P 500 ends marginally lower as investors focus on US-Iran war
- Oracle triggers force majeure on massive 'Project Jupiter' data center
- Oil gains on little sign of progress in US-Iran talks
- S&P 500 history shows strong gains across Fed hiking cycles: BCA
- JPMorgan upgrades CoreWeave on stronger compute pricing
- Bloom Energy falls as Oracle invokes force majeure on AI project
- Akamai signs $11.6B deal with Anthropic, up to $20B potential
- Oracle triggers force majeure on massive 'Project Jupiter' data center
- Oracle Sends Force Majeure Notice Over New Mexico Data Center - Bloomberg
- US and Iran discuss phased deal to reopen Hormuz and end US blockade, sources say
Oracle (ORCL) PT Raised to $220 at Jefferies
June 13, 2025 12:36 PM EDTJefferies analyst Brent Thill raised the price target on Oracle (NYSE: ORCL) to $220.00 (from $200.00) while maintaining a Buy rating.
The analyst comments "ORCL beat high RPO expectations with 41% growth and FY26 guide of 100%+ growth (not incl. Stargate), reinforcing the breadth of... More
Citi on Meta Platforms Inc. (META): 'we continue to view Meta as a core AI winner'
June 13, 2025 11:48 AM EDTCiti analyst Ronald Josey reiterated a Buy rating and $690.00 price target on Meta Platforms Inc. (NASDAQ: META).
The analyst comments "Yesterday, Meta invested $14.3B in Scale AI to acquire a 49% stake in the company valuing Scale AI at $29B and representing... More
Oracle (ORCL) PT Raised to $170 at DA Davidson
June 12, 2025 8:28 AM EDTDA Davidson analyst Gil Luria raised the price target on Oracle (NYSE: ORCL) to $170.00 (from $140.00) while maintaining a Neutral rating.
The analyst comments "Oracle reported $15.9B of total revenue in F4Q25 growing 11% Y/Y in constant currency, an acceleration from the previous quarter. Similar to the past several quarters, Oracle Cloud Infrastructure (OCI) continues to be a significant driver of Oracle's reacceleration into now low double-digits growth. During the quarter, OCI grew 62%, a notable acceleration from the 51% growth that was reported in the previous quarter, which was primarily driven by demand for AI... More
