Oracle has increased its data centre revenue forecast, driven by the acceleration of its AI strategy. This reflects strong demand for AI-related infrastructure. The move may boost investor confidence in the company's future performance.
ORCL: Oracle Beats Estimates as Cloud Revenue Surges · Oracle reported revenue and profit above expectations, driven by a sharp rise in cloud revenue. The results underscore the company's growing strength in cloud computing.
ADBE: Adobe posts record quarter, lifts guidance as AI push pays off · Adobe reported record third-quarter results that beat Wall Street estimates and raised its full-year revenue and profit guidance, driven by its AI tools gaining traction.
ADBE: Adobe Forecast Misses Estimates, Renewing AI Impact Fears · Adobe Inc. provided a sales outlook that narrowly missed analysts' estimates, renewing concerns about pressure from AI upstarts. This highlights growing market worries about competitive disruption.
Robinhood Markets Reports August Operating Data · Robinhood Markets today reported select monthly operating data for August 2026. The report provides key metrics on the company's recent business activity.
The US Treasury did not fill its stated cap in a recent debt buyback operation, being selective about which securities it repurchased. The shortfall is unusual and signals caution in liquidity management. Markets are watching the pace of future operations.
BX: Blackstone's Bid to Dominate AI Financing · Blackstone is seeking to dominate financing for artificial intelligence. The move could reshape how AI-related deals are funded.
US media report that the US military has increased its intelligence support to Saudi Arabia. The move aims to help Saudi Arabia address security challenges while avoiding direct US involvement in conflict. This adjustment reflects US balancing between supporting allies and avoiding direct combat.
Salesforce Gains 23% in a Month: Take Profits or Buy More? · Salesforce surged after a blowout quarter while other enterprise software stocks slid. A closer look at what drove the earnings beat raises questions every CRM shareholder needs to answer before Dreamforce next week.
Stocks fell on Thursday as the market weighed strong earnings against growing inflationary pressures. Guggenheim analyst Simeon Siegel noted that gross margin may have missed expectations.
PLTR: Palantir Slides as Nvidia Deal Meets 55-Times Sales Price · The partnership expands Palantir's commercial reach, but the valuation demands financially visible contracts. This has led to a negative market reaction, causing the stock to decline.
Treasury Buyback Comes in Below Expectations, Lifting Yields · The Treasury's bond buyback operation came in smaller than expected. The result pushed government bond yields higher.
Piper Sandler initiated coverage of Intel with a Neutral rating, sending the chipmaker's shares down 4%. The rating signals a cautious stance on the company's outlook. The move matters because analyst ratings can shape market sentiment toward Intel stock.
OpenAI's Codex product lead Tibo announced a pause on new subscriptions for the monthly 200 USD Pro plan to ensure existing users' experience and continued access to Astra. This plan strains the system most, so the minimal adjustment aims to maintain broad access. Other plans and API services remain unaffected, existing accounts are unchanged, and capacity expansion is underway.
The US Treasury's buyback operation for 10- to 20-year debt did not reach the $6 billion cap. This indicates dealers offered fewer eligible bonds than the Treasury had planned to purchase. The outcome points to limited market participation and could affect the Treasury's flexibility in managing its debt structure.
ORCL: Oracle Announces Q1 Results Driven by Triple-Digit Cloud Infrastructure Revenue Growth · Oracle reported Q1 results, with cloud infrastructure revenues growing at a triple-digit rate. The growth highlights the importance of cloud operations to Oracle's overall performance.
Dreambeans opens to all US accounts · Google Labs introduced Dreambeans in June, an experiment that creates personalized daily collections of stories. The feature is now available to all accounts in the U.S.
Muni Bond Yields Climb to Highest Since April 2025 Tariff Rout · Municipal bond yields have risen to their highest level since the April 2025 tariff rout. The move reflects renewed market repricing of tariff-related risk and could raise borrowing costs for local governments.
Apple unveiled its new iPhone lineup, featuring two new models. Meanwhile, Elon Musk's data center project hit a snag. Additionally, the debate over whether AI could cause humanity's demise has resurfaced.
OpenAI has released a financial tool designed specifically for investment bankers. The move shows OpenAI extending its AI capabilities into professional finance workflows. The tool could change how bankers handle routine analytical tasks.
NAVN: 10-Q revenue $453.02 million; net loss 49.62m; diluted EPS 0.2 · NAVN reported revenue of $453.02 million, a net loss of 49.62m, and diluted EPS of 0.2. This indicates ongoing financial difficulties, which may concern investors.
Microsoft (MSFT) Q4 2026 Earnings Call Transcript · Microsoft released the transcript of its Q4 2026 earnings call.
Manufacturing floors, warehouses and production lines rarely stay fixed, as tasks, layouts and products change, and most robots cannot keep up without significant reprogramming. Skild AI's new S1 robot foundation model is designed to learn previously unseen, long-horizon tasks from a single video demonstration. This could reduce the burden of redeploying robots.
PANW: 10-K revenue $11.48 billion; net income $307 million; diluted EPS $0.4 · Palo Alto Networks (PANW) reported revenue of $11.48 billion and net income of $307 million, with diluted EPS of $0.4. The figures come from an SEC filing, indicating the company's financial performance.
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