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| Title | Published |
|---|---|
Oracle Stock Is a Bet on OpenAI—and Investors are Cashing in There Chips Oracle stock has given back all the gains from the cloud computing group’s “ Nvidia Moment” as investors grow increasingly cautious over investments linked to the artificial intelligence boom. When Oracle reported earnings in September, the results included a massive revenue forecast. One of its biggest commitments is a reported $300 billion agreement to buy computing power for Oracle, and that deal represented around 65% of its so-called “RPO” forecast that sent the stock soaring in early September. | about 8 hours ago |
Investors Are Addicted to Risk. Berkshire Hathaway and Microsoft Stock Are the Antidotes. Investors have been piling into risky stocks, trying to keep up with the market’s torrid pace of gains. Owning blue chips like Berkshire Hathaway Microsoft and Walmart is one way for investors to protect themselves against the inevitable blowback. It’s been a bang-up year for the stock market with the returning more than 16%. | about 8 hours ago |
Is ARM Stock Still a Smart Bet After Its Record Q2 Results? ARM posts record fiscal Q2 with surging AI-driven revenue and partnerships, but lofty valuation tempers investor enthusiasm. | about 9 hours ago |
Docusign Declines 23% in 6 Months: Should You Buy the Stock Right Now? DOCU's deepening ties with Microsoft and Salesforce strengthen its IAM platform and long-term growth potential. | about 10 hours ago |
Gryphon Investors to Sell 3Cloud to Cognizant Gryphon Investors ("Gryphon"), a leading middle-market private investment firm, announced today that it has entered into a definitive agreement to sell its portfolio company 3Cloud ("the Company"), a leading dedicated Microsoft Azure services provider, to Cognizant Technology Solutions Corporation (NASDAQ: CTSH). Financial terms for the transaction, which is expected to close in Q1 2026, were not disclosed. | about 11 hours ago |
Cognizant to Acquire 3Cloud, Creating a Leading Force in Microsoft Azure Services and Enterprise AI Transformation Cognizant (NASDAQ: CTSH) has entered into a definitive agreement to acquire 3Cloud, one of the largest independent Microsoft Azure services providers and a global leader in Azure-dedicated AI enablement solutions. The acquisition will strengthen Cognizant's role as a strategic partner for enterprise AI readiness and digital transformation by adding 3Cloud's advanced capabilities in data and AI, app innovation, and cloud platforms for enterprise clients. | about 12 hours ago |
One High-Yield Stock (5.77%) And One Dividend Growth Pick (10.35% CAGR) For Our Dividend Portfolio Discover how adding MSFT and VICI can enhance sector diversification, dividend growth, and risk-reward balance in your portfolio. | about 12 hours ago |
Oracle Stock Is a Bet on OpenAI—and Investors are Cashing in There Chips
Oracle stock has given back all the gains from the cloud computing group’s “ Nvidia Moment” as investors grow increasingly cautious over investments linked to the artificial intelligence boom. When Oracle reported earnings in September, the results included a massive revenue forecast. One of its biggest commitments is a reported $300 billion agreement to buy computing power for Oracle, and that deal represented around 65% of its so-called “RPO” forecast that sent the stock soaring in early September.
Investors Are Addicted to Risk. Berkshire Hathaway and Microsoft Stock Are the Antidotes.
Investors have been piling into risky stocks, trying to keep up with the market’s torrid pace of gains. Owning blue chips like Berkshire Hathaway Microsoft and Walmart is one way for investors to protect themselves against the inevitable blowback. It’s been a bang-up year for the stock market with the returning more than 16%.
Is ARM Stock Still a Smart Bet After Its Record Q2 Results?
ARM posts record fiscal Q2 with surging AI-driven revenue and partnerships, but lofty valuation tempers investor enthusiasm.
Docusign Declines 23% in 6 Months: Should You Buy the Stock Right Now?
DOCU's deepening ties with Microsoft and Salesforce strengthen its IAM platform and long-term growth potential.
Gryphon Investors to Sell 3Cloud to Cognizant
Gryphon Investors ("Gryphon"), a leading middle-market private investment firm, announced today that it has entered into a definitive agreement to sell its portfolio company 3Cloud ("the Company"), a leading dedicated Microsoft Azure services provider, to Cognizant Technology Solutions Corporation (NASDAQ: CTSH). Financial terms for the transaction, which is expected to close in Q1 2026, were not disclosed.
Cognizant to Acquire 3Cloud, Creating a Leading Force in Microsoft Azure Services and Enterprise AI Transformation
Cognizant (NASDAQ: CTSH) has entered into a definitive agreement to acquire 3Cloud, one of the largest independent Microsoft Azure services providers and a global leader in Azure-dedicated AI enablement solutions. The acquisition will strengthen Cognizant's role as a strategic partner for enterprise AI readiness and digital transformation by adding 3Cloud's advanced capabilities in data and AI, app innovation, and cloud platforms for enterprise clients.
One High-Yield Stock (5.77%) And One Dividend Growth Pick (10.35% CAGR) For Our Dividend Portfolio
Discover how adding MSFT and VICI can enhance sector diversification, dividend growth, and risk-reward balance in your portfolio.