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01.07.26 - 19:06
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Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride (24/7 Wall St.)
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Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle's transformation into an AI cloud powerhouse is the marquee headline, but the money is quietly rotating into the picks-and-shovels names that get paid whether Oracle, Microsoft, or Meta wins the ... Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride...
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01.07.26 - 15:42
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CoreWeave Is Down 10% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle? (24/7 Wall St.)
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CoreWeave (NASDAQ:CRWV) stock is down 10% to approximately $90 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated today. It looks more like a continuation of a broader downtrend for one of the market's most debt-heavy, richly valued names. The ... CoreWeave Is Down 10% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?...
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30.06.26 - 21:00
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IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics (24/7 Wall St.)
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The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV's slide accelerated this month after top holding Oracle posted its worst week since the 2001 dot-com bust, dropping 19.4% in five sessions on debt ... IGV Investors: Watch Oracle's Free Cash Flow as the Real Test of AI Capex Economics...
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30.06.26 - 18:18
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Oracle Could Be a $1 Trillion Company By This Date (24/7 Wall St.)
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Oracle (NYSE:ORCL) just posted one of the strongest cloud quarters in software history. Infrastructure revenue grew 93% year over year to $5.79 billion, and remaining performance obligations hit $638 billion. Yet shares trade at $148.53, down 23.33% YTD. Market cap sits at $427.8 billion. Can this stock reach $400 a share and push Oracle past ... Oracle Could Be a $1 Trillion Company By This Date...
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30.06.26 - 15:00
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Heiko Thieme zum Midsummer-Spezial: "SAP ist ein klarer Kauf" - Halbjahresbilanz mit den spannendsten Clubfragen (BRN)
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Zum Ende des ersten Börsenhalbjahres beantwortet Heiko Thieme die spannendsten Fragen der Clubmitglieder. Im Midsummer-Spezial geht es um Politik, Börse und zahlreiche Einzelwerte. Thieme bleibt für den DAX bei seinem Jahresziel von 27.500 Punkten, hält kurzfristige Rücksetzer aber für wahrscheinlich. Beim S&P 500 sieht er weiter Potenzial bis 7.700 Punkte. Zum Ölpreis erwartet er bis Jahresende einen Rückgang Richtung 60 bis 80 Dollar. Bei Volkswagen bleibt er gelassen: Volkswagen geht nicht pleite aber hat sich verzockt. SAP bewertet er deutlich optimistischer: SAP ist ein ganz klarer Kauf. Auch Oracle, Microsoft, Netflix sowie Nike, Adidas und Puma hält er nach den Kursrückgängen für attraktiv. Bitcoin sieht er dagegen kritisch: Bitcoin ist und bleibt für mich wertlos.
Fazit: Wer Qualität kauft und Rückschläge nutzt, erhöht langfristig seine Chancen auf überdurchschnittliche Renditen.
Directors Cut Hörbuch Heiko Thieme: https://amzn.to/3QcLpEG
Sie hören die gek?...
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28.06.26 - 17:30
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Is Oracle’s Debt Simply Too Much to Justify the Risk? (24/7 Wall St.)
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Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of dollars building data centers are being rewarded with enormous growth expectations, while those sitting on the sidelines risk falling behind. The challenge is that AI infrastructure is expensive, and not every company has the balance sheet of Microsoft (NASDAQ:MSFT), ... Is Oracle's Debt Simply Too Much to Justify the Risk?...
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