Key Takeaways MSFT posted 18% revenue growth in Q1 FY26, with its Cloud topping $49B and Azure up about 40%.ORCL's cloud infrastructure jumped 68% in Q2 FY26, as RPO surged to $523B on massive AI contracts.ORCL plans about $50B in FY26 capex, pushing free cash flow negative as it scales datacenter capacity.Microsoft (MSFT) and Oracle (ORCL) have emerged as two dominant players capitalizing on the enterprise cloud and artificial intelligence revolution. Both companies are investing billions in AI infrastruct ...

Shares of fintech firm SoFi Technologies (NASDAQ:SOFI) had a solid 2025, with around 95% worth of gains, beating both the S&P 500 and Nasdaq 100 by a wide margin. ...

HONG KONG, Dec. 26, 2025 /PRNewswire/ -- Intelligent Living Application Group Inc. (Nasdaq: ILAG) (the "Company" or "Intelligent Living"), a premium lockset manufacturer and distributor headquartered in Hong Kong, today announced, on December 15, 2025, the Company held an extraordinary general meeting of the Company (the "Meeting"). At the Meeting, the shareholders of the Company approved to effect a share consolidation/reverse stock split of all the issued and outstanding and authorized and unissued ordin ...

On Friday, Gravity Co., Ltd. (NASDAQ:GRVY) said its 3D mobile MMORPG Ragnarok: Rebirth officially launched in China on Dec. 25, 2025, marking a key expansion in one of the world’s largest gaming markets.The company said the title retains the classic identity of Ragnarok Online while adding 3D graphics, a screen conversion system, and an integrated exchange system.The game received its ISBN code from Chinese authorities in December 2024, clearing regulatory approval ahead of launch. User interest built durin ...

Even as the stock sits near the flatline, it earlier tapped a fifth consecutive recordShares of chipmaker Micron Technology Inc (NASDAQ:MU) briefly hit a fresh record high for a fifth-straight session before edging down 0.5% to trade at $285.21. The move reflects an extension of the stock's long-term, tech-induced outperformance. MU has surged 240% since the start of the year, with two brief pullbacks in November and mid-December, which were captured by the 50-day moving average. Surprisingly, short-term be ...

From mid-2022 to today, Walmart Inc.'s ( WMT ) stock essentially moved in only one direction. Similar to Costco ( COST ), Walmart has now reached a point where it trades far above whatI aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted a ...

NVIDIA Corp. (NASDAQ:NVDA) made a key move on Wednesday to secure its dominance in the AI inference market through a non-exclusive licensing agreement with Groq. NVDA stock is climbing. See the chart and price action here. Analysts at Rosenblatt Securities view the deal as a critical maneuver to counter competition from Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) Google's tensor processing unit (TPU) and solidify Nvidia’s market leadership as the AI industry shifts focus from training massive models to real ...

Well, we're going to start with the econ outlook for next year as the street debates the path for the Fed following GDP earlier in the week. Let's bring in CNBC senior economics reporter Steve Leeman. Steve, it's great to have you on and let's start right there.The economic outlook for 2026. Uh there's something for the Bulls, there's something for the Bears. We're talking to Tristan Slock from Apollo last hour and he was basically saying the economic uh the economy could be poised to be much stronger than ...

Key Takeaways Sandisk is benefiting from AI-led data center spending as NAND and enterprise SSD demand accelerate.SNDK's data center revenues rose 26% sequentially, driven by hyperscalers and AI training.Sandisk's high bandwidth flash targets AI inference with lower latency and higher bandwidth.Marvell Technology (MRVL) and Sandisk (SNDK) are key players in the technology infrastructure space that are riding the artificial intelligence (AI) wave. While Marvell Technology plays a key role in the custom silic ...

I analyze oil and gas companies like Harbour Energy and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up he ...