Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation for alleged misleading statements regarding its AI infrastructure strategy and its impact on capital expenditures and financial health during the Class Period from June 12, 2025, to December 16, 2025 [1][5]. Group 1: Lawsuit Details - The lawsuit claims that Oracle's AI infrastructure strategy would lead to significant increases in capital expenditures without corresponding near-term revenue growth [5]. - It alleges that the increased spending poses risks to Oracle's debt, credit rating, free cash flow, and project funding capabilities [5]. - The lawsuit asserts that the defendants' statements about Oracle's business and prospects were materially false and misleading, resulting in investor damages when the truth was revealed [5]. Group 2: Participation Information - Investors who purchased Oracle common stock during the Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - To join the class action, interested parties can visit the provided link or contact the law firm directly for more information [3][6]. - A lead plaintiff must file a motion with the court by April 6, 2026, to represent other class members in the litigation [1][3]. Group 3: Law Firm Credentials - The Rosen Law Firm specializes in securities class actions and has a strong track record, having achieved significant settlements for investors, including over $438 million in 2019 [4]. - The firm has been recognized for its success in securities class action settlements, ranking No. 1 in 2017 and consistently in the top 4 since 2013 [4].

Software stocks are sliding. As of Feb. 19, Microsoft stock is down 28% from its all-time high of last fall. Oracle stock is down 55% from its record high, also in late 2025. Salesforce stock has lost 27% of its value this year. Analysts offer competing, somewhat contradictory theories about the software selloff. By one account, stock traders fear artificial intelligence will put software companies out of business by rendering their products obsolete. Another narrative suggests software firms have oversp ...

Core Viewpoint - A securities fraud class action lawsuit has been filed against Oracle Corporation, alleging that the company misled investors regarding its AI infrastructure investments and revenue growth potential during the specified Class Period from June 12, 2025, to December 16, 2025 [1]. Group 1: Allegations of Misconduct - Oracle allegedly misled investors by promoting its AI infrastructure contracts and falsely assuring that increased capital expenditures (CapEx) would lead to rapid revenue growth [4]. - S&P Global Ratings warned that OpenAI could account for over a third of Oracle's total revenues by fiscal 2028, raising concerns about the sustainability of Oracle's revenue projections [4]. - Following negative analyst reports and disappointing financial results, Oracle's stock price experienced significant declines, including a drop of $5.37 (nearly 2%) on September 24, 2025, and an additional decline of $17.13 (over 5.5%) on September 25, 2025 [5]. Group 2: Financial Performance and Projections - Oracle reported financial results for Q2 fiscal year 2026 that included revenue growth below analysts' expectations and negative free cash flow exceeding $10 billion [6]. - The company projected $50 billion in CapEx for fiscal year 2026, significantly higher than previous estimates, yet did not increase its revenue guidance for 2026 [6][10]. - Analysts noted a "bombshell disclosure" regarding Oracle's lease commitments, which increased to $248 billion, far exceeding previous commitments and raising concerns about the company's financial health [10]. Group 3: Market Reactions and Stock Performance - Following the announcement of increased lease commitments and delays in data center projects, Oracle's stock fell by $8.88 (approximately 4.5%) on December 12, 2025 [10]. - The withdrawal of Blue Owl Capital from a $10 billion funding deal for Oracle's data center projects led to a further decline in stock price by $10.19 (about 5.4%) on December 17, 2025 [11]. - The cost of protecting Oracle's debt against default reached its highest level since April 2009, indicating rising credit risk and investor concerns [9].

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation for misleading statements regarding its AI infrastructure strategy and its financial implications during the Class Period from June 12, 2025, to December 16, 2025 [1][5]. Group 1: Lawsuit Details - The lawsuit claims that Oracle's AI infrastructure strategy would lead to significant increases in capital expenditures without corresponding near-term revenue growth [5]. - It alleges that the increased spending poses risks to Oracle's debt, credit rating, free cash flow, and project funding capabilities [5]. - The lawsuit asserts that the defendants' statements about Oracle's business and prospects were materially false and misleading, resulting in investor damages when the truth was revealed [5]. Group 2: Participation Information - Investors who purchased Oracle common stock during the Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - To join the class action, interested parties can visit the provided link or contact the law firm directly for more information [3][6]. - A lead plaintiff must file a motion with the court by April 6, 2026, to represent other class members in the litigation [1][3]. Group 3: Law Firm Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest securities class action settlement against a Chinese company [4]. - The firm has been consistently ranked among the top firms for securities class action settlements and has recovered hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, showcasing its effectiveness in representing shareholder interests [4].

We’ll jump right into the thick of things with big-box retailer Target (TGT). After a rough period where TGT stock lost more than 38% of value over the past five years, the retail icon is on a comeback trail. Since the beginning of January, TGT has moved up more than 19%, earning it a 96% Strong Buy rating from the Barchart Technical Opinion indicator.To be clear, the smart money is transactionally sophisticated, not necessarily prescient. Insights gathered from the volatility skew should serve as a springb ...

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation for alleged misleading statements regarding its AI infrastructure strategy and its impact on capital expenditures and financial health during the Class Period from June 12, 2025, to December 16, 2025 [1][5]. Group 1: Lawsuit Details - The lawsuit claims that Oracle's AI infrastructure strategy would lead to significant increases in capital expenditures without corresponding near-term revenue growth [5]. - It alleges that the increased spending poses serious risks to Oracle's debt, credit rating, free cash flow, and project funding capabilities [5]. - The lawsuit asserts that the defendants' statements about Oracle's business and prospects were materially false and misleading, resulting in investor damages when the truth was revealed [5]. Group 2: Participation Information - Investors who purchased Oracle common stock during the Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - To join the class action, interested parties can visit the provided link or contact the law firm directly for more information [3][6]. - A lead plaintiff must file a motion with the Court by April 6, 2026, to represent other class members in the litigation [1][3]. Group 3: Law Firm Credentials - The Rosen Law Firm specializes in securities class actions and has a strong track record, including the largest securities class action settlement against a Chinese company [4]. - The firm has been consistently ranked among the top firms for securities class action settlements and has recovered hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, showcasing its effectiveness in representing shareholder interests [4].

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8] - The article suggests that investors may soon regret not owning shares in a specific AI company that is positioned to capitalize on this technological wave [9]

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey recognize the potential of AI to unlock multi-trillion-dollar opportunities, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent investors, including Bill Gates and Warren Buffett, are positioning themselves around AI, highlighting its potential to transform various sectors such as healthcare and education [8]

Core Viewpoint - Oracle is heavily investing in artificial intelligence (AI) and is positioned to benefit significantly if the AI market develops favorably [1] Group 1: Financial Performance - Oracle Cloud Infrastructure (OCI) revenue is growing at 66% year over year, with a backlog exceeding $523 billion due to substantial AI contracts with major companies like Meta Platforms, Nvidia, and OpenAI [2] - OCI is now the fastest-growing major cloud platform, surpassing Amazon Web Services and Microsoft's Azure [2] Group 2: Strategic Risks - Oracle is taking on tens of billions in debt and is contemplating selling profitable business units to finance the necessary data center buildout for AI customers [3] - The company's financial health could be jeopardized if the AI investments do not yield the expected results, potentially leading to a significant decline in stock value [4] Group 3: Market Outlook - A large portion of Oracle's backlog is reliant on OpenAI, which has financial commitments that far exceed its revenue and has a negative net income [6] - The current risk-reward profile for Oracle is viewed unfavorably, leading to skepticism about the stock's potential performance [6]

周五美股成交额第1名英伟达收高1.02%，成交334.21亿美元。据媒体报道，作为OpenAI酝酿已久的融 资轮的一部分，英伟达接近向OpenAI投资300亿美元。彭博此前曾报道，英伟达将在本轮融资中投资 200亿美元。 该报道称，这项投资实际上将取代两家公司之前计划的一项更大的协议。此前有媒体最初在1月底报道 称，英伟达在9月宣布的对OpenAI高达1000亿美元的投资，因首席执行官黄仁勋私下对这家ChatGPT制 造商的批评而"停滞"。 第2名特斯拉收高0.03%，成交236.77亿美元。周五一名联邦法官驳回了特斯拉的请求，维持针对该公司 一起 2019 年致命车祸的2.43 亿美元判决。涉事车辆为搭载自动驾驶系统（Autopilot）的 Model S。 在周五公开的裁决中，迈阿密联邦地区法官贝丝-布鲁姆表示，庭审证据 "完全足以支持" 该判决，而特 斯拉未能提出任何新的理由来推翻判决。 贝尔德（Baird）分析师本卡洛周五将标普500成分股特斯拉的股票评级上调至"跑赢大盘"，目标价548 美元。卡洛认为，一系列"不太出色的季度"并未动摇特斯拉股价，表明投资者的"焦点已日益转向特斯 拉的未来。最近提出的 ...