In a significant industry shift, Oracle Corporation ORCL is emerging as a formidable player in the AI infrastructure arena, challenging traditional perceptions of its market role. This transformation, highlighted by Scotiabank’s recent endorsement, suggests Oracle’s strategic pivot towards AI and cloud services could redefine its growth trajectory and market valuation.Scotiabank analyst Patrick Colville initiated coverage of Oracle on Thursday, assigning a Sector Outperform rating and a price forecast of $3 ...

Key Takeaways ROP's Q2 revenues are expected to rise 12.2% to $1.93B, with EPS up 7.6% to $4.82. SaaS strength in Deltek, Aderant and Vertafore likely drove growth across ROP's Application Software segment. Higher costs and amortization expenses may weigh on ROP's margins despite top-line expansion.Roper Technologies, Inc. (ROP) is scheduled to release second-quarter 2025 results on July 21, before market open.The Zacks Consensus Estimate for Roper’s second-quarter earnings has remained steady in the past ...

The market expects SPS Commerce (SPSC) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, ...

CHARLOTTE, N.C., July 17, 2025 (GLOBE NEWSWIRE) -- AvidXchange, Inc. a leading provider in accounts payable (AP) automation software and payment solutions for mid-market businesses and their suppliers, today announced the results of its 2025 Economic Sentiment Survey, conducted via Pollfish. The survey of 709 finance professionals reveals a key shift: 67% feel more prepared to handle today’s economic uncertainty than they did in 2020, crediting increased technology investment and hard-earned experience. Man ...

Cadence Design Systems (NASDAQ: CDNS ) is a leading provider of engineering software tools used for the design of semiconductor chips. Its EDA (Electronic Design Automation) tools are vital for semiconductor design companies and for additional firms whose products may include semiconductors.I am a writer with diverse interests from creative writing to physics to tennis and music. Another interest is markets/investing. I live on the Israeli Golan Heights.I believe in research as a critical component of any i ...

智通财经7月17日电，甲骨文股价日内涨近4%，市值升至7000亿美元，再创历史新高。今年至今，甲骨 文股价已累计上涨51%。 甲骨文股价日内涨近4% 市值升至7000亿美元 ...

美股AI应用软件股上扬 Unity Software大涨超13% 智通财经7月17日电，美股AI应用软件股上扬，Unity Software大涨超13%，创逾一年半以来新高，月内 累涨近60%；SoundHound AI涨超7%，AppLovin、Tempus AI涨近3%。 ...

智通财经7月17日电，瑞银将甲骨文公司目标价从每股250.00美元上调至280.00美元。 ...

As artificial intelligence (AI) and cloud computing continue to dominate the tech sector, Wall Street analysts are upgrading their outlooks for two mega-cap giants, Broadcom (NASDAQ: AVGO) and Microsoft (NASDAQ: MSFT). AVGO price target as high as $400Analyst Vijay Rakesh of Mizuho Securities upgraded his position on Broadcom to “Buy” on July 16 while increasing the target price from $315 to $320.Just a day earlier, Rick Schafer over at Oppenheimer increased his target price from $265 to no less than $305, ...

Since my last coverage , Microsoft (NASDAQ: MSFT ) is up 23%, outperforming the S&P 500’s 3% return. The last article rated a buy despite concerns over execution risk tied to its $100 billion AI investment plan. Microsoft hasHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business ...