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Intel (NASDAQ: INTC) edged 0.9% higher after Goldman Sachs upgraded its rating to Neutral from Sell, signaling a more balanced outlook on the chipmaker as it continues its turnaround efforts.

The rating change suggests Goldman sees a more favorable risk-reward profile following Intel's recent restructuring initiatives and progress in stabilizing its business. While the firm remains cautious about the company's competitive position and execution risks, the move away from a Sell rating indicates expectations for further downside have moderated.

Intel continues to invest heavily in expanding its manufacturing capabilities and advancing its foundry strategy, while working to regain competitiveness in the AI and data center markets. Investors are closely monitoring whether these long-term investments can translate into sustainable earnings growth.

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European Investor 06-25-26

Intel Surges 9% Premarket as Apple Foundry Reports and Analyst Support Boost Sentiment

Intel (NASDAQ: INTC) jumped 9% in premarket trading as investors reacted to news of a potential chip-manufacturing partnership with Apple and growing optimism surrounding the company's foundry and AI businesses.

Adding to the positive sentiment, Bernstein analyst Stacy Rasgon reiterated a Market Perform rating on the stock. While the analyst maintained a neutral stance, investors continue to focus on Intel's long-term turnaround strategy and efforts to become a major contract chip manufacturer.

President Donald Trump stated that Apple had agreed to work with Intel to design and manufacture certain chips in the United States (Stocktwits). While details remain limited and the companies have not provided comprehensive information about the reported arrangement, investors viewed the development as a potential validation of Intel's foundry strategy.

The broader semiconductor sector has remained one of the market's strongest performers in 2026, fueled by accelerating AI infrastructure spending and growing demand for advanced chips. Recent analyst upgrades and higher price targets across the industry have reinforced expectations that AI-related investment remains in the early stages of a multi-year expansion cycle.

For Intel, investor attention remains focused on execution of its manufacturing roadmap, foundry customer wins, and continued progress in AI and data-center markets. A successful expansion of its foundry business could diversify revenue streams and significantly strengthen the company's competitive position.

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WS Investor 06-18-26

Intel Climbs 5% After Double Analyst Upgrade Sparks Optimism

Intel (NASDAQ: INTC) shares rose about 5% on Thursday after receiving two major Wall Street upgrades, signaling growing confidence in the chipmaker's turnaround strategy and long-term AI opportunities.

Citigroup upgraded Intel to Buy, while Bank of America raised its rating from Underperform to Buy and increased its price target from $96 to $135. The rare combination of bullish analyst actions helped fuel strong investor interest in the stock.

The upgrades suggest that analysts increasingly believe Intel's restructuring efforts, manufacturing investments, and product roadmap are beginning to improve the company's competitive position. Investors have been closely watching Intel's progress as it works to regain market share in key processor markets while expanding its foundry business.

Analysts also appear more optimistic about Intel's ability to participate in the artificial intelligence boom. While competitors have captured much of the recent AI-related enthusiasm, Intel has been investing heavily in AI-capable processors, accelerators, and advanced manufacturing technologies that could support future growth.

The positive ratings come as sentiment toward the semiconductor sector remains strong, driven by expectations of continued AI infrastructure spending and rising demand for advanced chips. For Intel, the upgrades represent a notable shift in Wall Street's outlook after several years of operational challenges and market-share losses.

Thursday's rally suggests investors are increasingly willing to bet that Intel's turnaround is gaining traction and that the company could benefit from the next phase of semiconductor and AI industry growth.

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European Investor 06-11-26

Intel reported first-quarter 2026 revenue of $13.6 billion, up 7% year-over-year, as demand for AI-related computing and silicon products continued to grow. The company posted a GAAP loss per share of $0.73, while non-GAAP EPS came in at $0.29, reflecting ongoing investments and restructuring.

Intel highlighted strong momentum in AI-driven demand, particularly for its CPUs and advanced packaging technologies, alongside multiple product launches and expanded partnerships with companies including Google and NVIDIA.

Looking ahead, Intel expects second-quarter revenue between $13.8 billion and $14.8 billion, with modest earnings growth, as it continues to scale production and meet rising demand for AI infrastructure.

Source: Business Wire

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The Investor 04-24-26

Intel and Google Expand Partnership to Advance AI Infrastructure

Intel and Google announced a multiyear collaboration to enhance next-generation AI and cloud infrastructure.

The partnership will deepen the use of Intel Xeon processors across Google Cloud while expanding co-development of custom infrastructure processing units (IPUs), designed to improve efficiency, performance, and scalability in AI systems.

The companies emphasized the growing importance of CPUs alongside accelerators in managing complex AI workloads, with IPUs helping offload networking, storage, and security tasks to optimize overall system performance.

The collaboration aims to build more efficient, flexible, and scalable infrastructure to support rising global demand for AI-driven applications and services.
Business Wire

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WS Investor 04-09-26

Intel announced it will repurchase a 49% stake in its Ireland-based Fab 34 joint venture from Apollo for $14.2 billion.

The move reverses a 2024 transaction in which Apollo invested $11.2 billion for the stake, providing Intel with financial flexibility at the time. The buyback reflects Intel’s improved balance sheet and evolving strategy as demand for AI-driven computing continues to grow.

The transaction will be funded through a combination of cash and approximately $6.5 billion in new debt issuance. Intel expects the deal to be accretive to earnings per share and to strengthen its credit profile over the long term.

Fab 34 in Ireland remains a key part of Intel’s global manufacturing network, supporting advanced chip production for AI and next-generation processors.
Business Wire

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Global Finance News 04-03-26

CrowdStrike and Intel expand partnership to secure next-generation AI PCs

March 25, 2026 — CrowdStrike announced an expanded collaboration with Intel to enhance cybersecurity for AI-powered personal computers, as artificial intelligence workloads increasingly shift to endpoint devices.

The partnership integrates CrowdStrike’s Falcon platform with Intel’s AI hardware technologies, enabling real-time threat detection, data protection, and improved visibility across AI-driven workflows directly on devices.

The companies said the solution addresses new security risks created by AI PCs, where sensitive data is processed locally, expanding the attack surface. The combined platform leverages hardware-level telemetry and AI-driven threat intelligence to detect and stop advanced attacks more quickly.

CrowdStrike noted that the collaboration aims to close the gap between where AI operates and where security is applied, helping enterprises securely adopt AI-powered computing at scale.
Business Wire

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WS Investor 03-25-26

Intel unveiled its Core Ultra Series 3 processors at CES 2026, marking the company’s first compute platform built on its advanced Intel 18A manufacturing process. The new chips are designed to power the next generation of AI PCs, offering higher CPU and graphics performance, improved power efficiency, and extended battery life, with Intel saying the platform will support more than 200 PC designs globally.

Beyond consumer laptops, Intel said Core Ultra Series 3 is also certified for embedded and industrial edge use cases such as robotics, smart cities, automation, and healthcare. Pre-orders for consumer systems begin January 6, with broader availability later this month, while edge systems are expected in the second quarter of 2026.

Source: BusinessWire, via Intel press release, January 5, 2026.

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The Investor 01-06-26

Intel stock soared in 2025. But the chipmaker still has a long road ahead.

Intel's manufacturing business still needs to win a big customer.

(finance.yahoo.com)

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WS News 12-27-25

Intel Corporation (NASDAQ: INTC) reported third-quarter 2025 revenue of $13.7 billion, up 3% year-over-year, with GAAP EPS of $0.90 and non-GAAP EPS of $0.23. The company projects fourth-quarter revenue of $12.8–$13.8 billion, expecting GAAP EPS of -$0.14 and non-GAAP EPS of $0.08, excluding results from Altera after selling a majority stake during the quarter.

CEO Lip-Bu Tan said the results show “steady progress and improved execution,” highlighting growing AI-driven demand across Intel’s CPU, ASIC, and foundry businesses. CFO David Zinsner noted the company’s strengthened balance sheet following new investments from NVIDIA, SoftBank, and U.S. Government funding, adding that “demand is outpacing supply” and is expected to continue into 2026.

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The Investor 10-23-25

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NYSE:VZFollow

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Verizon reported strong first-quarter 2026 results, showing continued momentum in its transformation strategy and raising its full-year adjusted EPS guidance.

The company posted revenue of $34.4 billion (+2.9% YoY) and net income of $5.1 billion (+3.3%), while adjusted EPS rose 7.6% to $1.28. Verizon also recorded its first positive first-quarter postpaid phone net additions since 2013, alongside solid growth in broadband and prepaid segments.

Driven by improved customer metrics and operational efficiency, Verizon now expects 2026 adjusted EPS growth of 5% to 6% and projects stronger customer additions in the upper range of its outlook.
Globe Newswire

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WS Investor 04-27-26

Verizon Communications announced updated 2026 financial expectations and a major capital return plan following its earnings call on January 30, 2026. The company said changes to its cost structure and market strategy are expected to support long-term investment, continued deleveraging, and up to approximately $55 billion in shareholder returns through the end of 2028 via dividends and share repurchases.

Verizon’s board declared a quarterly dividend of $0.7075 per share, payable on May 1, 2026, representing a 2.5% annualized increase. In addition, the board authorized a new share repurchase program of up to $25 billion, with the company expecting to buy back at least $3 billion of common stock in 2026. The repurchase program may be executed through open-market or private transactions and can be suspended or discontinued at any time.

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Global Finance News 01-30-26

Verizon reported strong fourth-quarter and full-year 2025 results, delivering its highest quarterly mobility and broadband net additions since 2019 and meeting its full-year financial guidance.

In Q4 2025, Verizon added more than 1 million total net subscribers across mobility and broadband, including 616,000 postpaid phone net additions, the best quarterly result since 2019. Full-year 2025 EPS was $4.06, or $4.71 on an adjusted basis, with operating revenue rising to $138.2 billion and free cash flow reaching $20.1 billion. The company also closed its Frontier acquisition in January 2026, expanding fiber access to more than 30 million homes and businesses.

Looking ahead, Verizon guided for a clear acceleration in 2026, expecting 750,000 to 1.0 million postpaid phone net additions, service revenue growth of 2–3%, adjusted EPS of $4.90–$4.95, and free cash flow of at least $21.5 billion, reflecting the early stages of its strategic turnaround.

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Global Finance News 01-30-26

Verizon Communications announced that it completed its acquisition of Frontier Communications Parent, Inc. on January 20, 2026. Under the merger, Frontier became a wholly owned subsidiary of Verizon, and Frontier shareholders received $38.50 in cash per share, with no interest, for each outstanding share not already held by Verizon or its affiliates.

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WS Investor 01-20-26

verizon issues €2.25 billion and £1 billion subordinated notes due 2056

Verizon Communications Inc. (NYSE: VZ) announced the closing of two major debt offerings on November 10, 2025. The company sold €2.25 billion of 3.9962% fixed-to-fixed rate junior subordinated notes and £1 billion of 5.7420% fixed-to-fixed rate junior subordinated notes, both maturing in 2056.

The offerings were made under Verizon’s shelf registration statement filed with the SEC on August 29, 2025. The proceeds are expected to be used for general corporate purposes.

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Global Finance News 11-10-25

Verizon Reports Strong Q3 2025 Earnings, CEO Unveils Plan to Redefine Company’s Future

Verizon Communications (NYSE, Nasdaq: VZ) reported third-quarter 2025 earnings per share of $1.17, up from $0.78 a year earlier, with adjusted EPS rising to $1.21 from $1.19. Net income reached $5.1 billion, compared to $3.4 billion in Q3 2024, while total revenue increased 1.5% year-over-year to $33.8 billion.

Wireless service revenue grew 2.1% to $21.0 billion, and equipment revenue rose 5.2% to $5.6 billion. Verizon generated $28.0 billion in operating cash flow and $15.8 billion in free cash flow during the first nine months of 2025, both higher than last year. The company also reduced its total unsecured debt to $119.7 billion, down from $126.4 billion a year earlier.

CEO Dan Schulman announced a bold transformation plan focused on building a customer-first culture, reshaping Verizon’s cost structure, and improving financial performance. He emphasized that these changes would be “aggressive, not incremental,” aiming to return Verizon to growth. The company also raised its dividend for the 19th consecutive year and reaffirmed its full-year financial guidance.

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The Investor 10-29-25

Dividend Growth Stocks: Verizon Communications Inc. (VZ) Dividend Stock Analysis

Your source for finding the best dividend growth stocks

(dividend-growth-stocks.com)

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Global Finance News 09-02-25

Verizon launched two coordinated transactions to repurchase 10 series of outstanding notes: exchange offers for qualified investors and cash offers for others. The exchange involves issuing new 2037 notes with a 5.401% coupon, capped at $2.5 billion, while the cash offers are limited to $300 million. Acceptance follows a priority-based waterfall system. Both offers expire on June 18, 2025, and include additional cash payments for accrued interest. Completion of each offer is conditional on the success of its counterpart.

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ME NEWS 06-19-25

Verizon Communications Inc. has announced an increase in the annual target long-term incentive for its Chairman and CEO, Hans Vestberg. The Board of Directors approved raising his 2025 long-term incentive opportunity from $18 million to $25 million, with 67% allocated to performance stock units (PSUs) and 33% to restricted stock units (RSUs). This decision was based on market competitiveness, Vestberg's tenure, and experience.

Additionally, Verizon disclosed changes in revenue classification and reporting metrics for 2025. Recurring device protection and insurance-related plan revenues will be reclassified from "Other revenue" to "Wireless service revenue." The company will also stop including the impact of its second number offering when calculating certain wireless retail postpaid phone metrics.

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WS Investor 03-19-25

Verizon Communications announced at an investor event that its Verizon Consumer Group expects postpaid phone net additions for the first quarter of 2025 to be impacted by increased churn of 3 to 5 basis points due to recent pricing changes. Additionally, postpaid phone gross additions are projected to remain flat or slightly decline compared to the previous year.

Despite these short-term effects, Verizon remains confident in its full-year financial guidance and expects Consumer postpaid phone net additions for 2025 to surpass those of 2024, excluding the impact of the second number offering.

The information was provided as part of Verizon’s investor disclosures and was not filed with the SEC but furnished for informational purposes.

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WS News 03-11-25

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NYSE:FIXFollow

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Comfort Systems USA Reports Record Q1 2025 Earnings and Backlog Surge

HOUSTON, April 24, 2025 — Comfort Systems USA, Inc. (NYSE: FIX) announced outstanding first-quarter results, posting net income of $169.3 million, or $4.75 per diluted share, a 75% increase compared to the prior-year quarter. Revenue rose 19% year-over-year to $1.83 billion, while adjusted EBITDA grew 43% to $242.7 million, or 13.3% of revenue.

The company’s backlog reached a record $6.89 billion, up from $5.99 billion at year-end and $5.91 billion a year ago, driven by strong same-store growth of nearly $930 million. CEO Brian Lane highlighted these achievements as a sign of “world-class execution” and a “promising start to 2025,” noting the quarter was historically the company’s weakest.

While Comfort Systems reported operating cash outflows of $88 million, due to expected working capital adjustments, management expressed confidence in strong earnings and cash flow prospects for the remainder of 2025 and into 2026.

The company declared a $0.40 per share quarterly dividend, up from $0.25 in the prior-year period.

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ME NEWS 04-25-25

Comfort Systems USA Director Vance W. Tang to Retire in May

Houston, TX – March 20, 2025 – Comfort Systems USA, Inc. (NYSE: FIX) announced that Board member Vance W. Tang has informed the company of his decision to retire. Tang will step down from the Board of Directors and all related committees effective May 16, 2025.

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ME NEWS 03-21-25

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US FundsFollow

Nasdaq Slides as Chip Sell-Off Accelerates, Dragging Semiconductor ETFs and AI Leaders Lower

The Nasdaq came under heavy selling pressure on Thursday after a relatively resilient start to the session, with semiconductor stocks leading a broad technology retreat. While the Dow Jones remained in positive territory, the Nasdaq fell more than 1.4% as investors aggressively sold chipmakers following their exceptional first-half rally.

The weakness was widespread across the semiconductor industry. Micron Technology (MU) dropped more than 7%, while SanDisk (SNDK) plunged over 15%, extending a sharp pullback that began after both companies posted massive year-to-date gains. Other major chip names, including Nvidia (NVDA), Advanced Micro Devices (AMD), Broadcom (AVGO) and Western Digital (WDC) also traded lower as investors continued rotating out of AI infrastructure stocks.

The sell-off was equally visible in sector exchange-traded funds. The iShares Semiconductor ETF (SOXX) fell roughly 7%, while the VanEck Semiconductor ETF (SMH) lost nearly 6%, highlighting broad-based weakness rather than company-specific concerns. The decline suggests investors are taking profits across the semiconductor sector after one of its strongest first-half performances on record.

Analysts point to a combination of factors behind the retreat, including profit-taking after extraordinary gains, concerns that AI-related chip valuations had become stretched, and signs that investors are rotating toward other parts of the technology sector. Recent reports suggesting cloud providers could optimize AI infrastructure spending have also fueled concerns that the pace of semiconductor demand growth may moderate, even as the long-term AI investment theme remains intact.

Despite Thursday’s sharp decline, many Wall Street analysts continue to view the move as a healthy correction rather than a change in the industry’s long-term outlook, arguing that AI-driven demand for advanced chips and memory products remains robust over the coming years.

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WS News 07-02-26

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The Investor 03-11-26

State Street Investment Management launched the State Street IG Public & Private ABS ETF (PRAB), an actively managed exchange-traded fund designed to give investors broader exposure to investment-grade asset-backed securities across both public and private markets.

The fund invests in securities such as collateralized loan obligations (CLOs) and residential and commercial mortgage-backed securities, aiming to provide diversified income opportunities and potentially higher yields compared with corporate bonds of similar risk.

State Street said the ETF responds to growing investor demand for access to the global asset-backed finance market, which exceeds $20 trillion but remains underrepresented in traditional bond portfolios.
Business Wire

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The Investor 03-11-26

State Street Investment Management has expanded its MyIncome ETF lineup with the launch of five actively managed high yield corporate bond target maturity ETFs, adding to what it calls the industry’s first actively managed corporate target maturity ETF suite.

The new funds — My2027 (MYHA), My2028 (MYHB), My2029 (MYHC), My2030 (MYHD) and My2031 (MYHE) High Yield Corporate Bond ETFs — provide exposure to high yield bonds with matching maturity years from 2027 through 2031. The ETFs are designed to help investors build bond ladders that manage interest rate risk while offering predictable income and liquidity.

Managed by the firm’s fixed income team, the funds aim to maximize yield while preserving capital and managing liquidity, sector and issuer concentration risks. Each ETF is structured to distribute remaining principal and liquidate around December 15 of its respective maturity year. As of January 31, 2026, assets under management in the MyIncome suite totaled $298 million.

Source:Business Wire

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Global Finance News 02-28-26

Sector Momentum Favors Defense; QQQ Yet To Break; Split NDX Breadth

The stock market is clearly in defensive mode but QQQ is still holding up, and its long-term breadth still hasn't turned bearish. Arthur Hill's analysis identifies the key levels to watch.

(articles.stockcharts.com)

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The Investor 02-20-26

State Street Investment Management has launched the **State Street Prime Money Market ETF (MMK)**, an actively managed ETF designed to provide flexible, transparent, and cost-effective cash management.

The ETF aims to maximize current income while preserving capital and liquidity, investing in short-term, high-quality debt instruments such as U.S. government securities, certificates of deposit, commercial paper, asset-backed securities, mortgage-related securities, and repurchase agreements.

With an expense ratio of **18 basis points**, MMK is among the lowest-cost active prime money market ETFs in the U.S. As of December 31, 2025, State Street’s cash team managed approximately **$599.55 billion** in assets.

Source: Business Wire.

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European Investor 02-12-26

VantagePoint A.I. Asset of the Week iShares Silver Trust ($SLV) - VantagePoint $SLV

This week's ai asset spotlight is the iShares Silver Trust ($SLV) On December 3, 2025, we put $SLV front and center as our Asset of the Week and made one thing crystal clear: silver was no

(vantagepointsoftware.com)

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WS Investor 01-15-26

I collected my first dividend from the FDVV ETF this week. It was not much—just $12—but it felt good to see the portfolio start to generate cash. Over time, I expect these payments to grow.

I am also spending time researching QQQI. It is a relatively new ETF and clearly carries more risk, especially since it focuses on large technology companies that may be somewhat overvalued right now. Still, I plan to allocate a small portion of my portfolio to it. The annual yield of around 13% is attractive, and I believe the tech and AI rally is likely to continue for at least another couple of years. If that plays out, QQQI could contribute meaningfully to overall returns.

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A Dividend Journey 12-26-25

Blackrock multi asset income monthly commentary ...

(blackrock.com)

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The Investor 12-21-25

State Street launches lowest-cost leveraged loan ETF in the U.S.

State Street Investment Management introduced the State Street SPDR S&P Leveraged Loan ETF (LVLN), giving investors broad, index-based exposure to the expanding leveraged loan market. With a 0.40 percent gross expense ratio, LVLN is now the lowest-cost leveraged loan ETF available in the U.S., according to Bloomberg data as of November 18, 2025.

The fund tracks the S&P USD Select Leveraged Loan Index, which includes U.S. dollar–denominated loans of at least 500 million dollars and applies issuer, facility and industry caps for diversified coverage. State Street says demand for leveraged loans continues to grow as investors seek income and low correlation to Treasuries and investment-grade corporate bonds.

The launch expands State Street’s fixed-income ETF lineup to include both active and index strategies targeting the rapidly growing loan segment.

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The Investor 11-18-25

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NYSE:CVSFollow

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CVS Health Jumps 6% After Raising Full-Year Guidance on Insurance Margin Recovery

May 6, 2026 · Earnings Report

CVS Health surged 6% today after reporting first quarter 2026 results that beat expectations and prompted the company to raise its full-year earnings and cash flow guidance, with the Health Care Benefits segment delivering a dramatic improvement that reassured investors who had been watching the insurer's margin recovery closely.

Total revenues for the quarter came in at $100.4 billion, up 6.2% year-over-year, with growth across all three operating segments. GAAP diluted EPS rose to $2.30 from $1.41 in the prior year, while adjusted EPS increased to $2.57 from $2.25, beating expectations. Operating income jumped 38.7% to $4.68 billion, and adjusted operating income grew 12.5% to $5.15 billion. Cash flow from operations was $4.2 billion for the quarter.

The standout was the Health Care Benefits segment, which houses the Aetna insurance business. Adjusted operating income for the segment surged 52.6% to $3.04 billion, as the medical benefit ratio improved sharply to 84.6% from 87.3% a year ago, reflecting better underlying performance in the government business and the absence of a $448 million premium deficiency reserve recorded in the prior year. The improvement validated the company's much-discussed margin recovery plan, which had been a central concern for investors after a difficult 2025. Medical membership stood at 26.0 million as of March 31, down from 27.1 million a year ago, reflecting CVS's exit from the individual exchange business in 2026.

The Health Services segment, which includes pharmacy benefit management, posted revenues up 11.0% to $48.2 billion, though adjusted operating income dipped 7.1% to $1.49 billion due to continued pharmacy client price improvements. The Pharmacy and Consumer Wellness segment, which includes retail pharmacies, saw revenues hold roughly flat at $32.0 billion, with prescription volumes up 3.6% partly aided by the Rite Aid asset acquisitions completed in mid-2025, though adjusted operating income declined 8.8% due to reimbursement pressure and weather-related disruptions.

On the strategic front, CVS announced the launch of Health100, a health technology subsidiary that will use Google Cloud's AI technologies to deliver an integrated health care engagement platform for consumers. The company also unveiled plans for smaller pharmacy-focused retail locations and highlighted meaningful progress on prior authorization reform through Aetna, including approving more than 95% of eligible prior authorizations within 24 hours and eliminating over one million provider calls through automation.

For the full year 2026, CVS raised its GAAP diluted EPS guidance to a range of $6.24 to $6.44, up from the prior range of $5.94 to $6.14. Adjusted EPS guidance was lifted to $7.30 to $7.50 from $7.00 to $7.20, and cash flow from operations guidance was raised to at least $9.5 billion from at least $9.0 billion. The company noted it was maintaining a cautious view for the remainder of the year given continued elevated cost trends and potential macro headwinds.

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Global Finance News 05-06-26

CVS Health® (NYSE: CVS) will hold a conference call on Wednesday, May 6th, 2026, at 8:00 a.m. ET on first quarter 2026 financial results.

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Global Finance News 04-07-26

CVS Health announced that its subsidiary Omnicare has entered into an asset purchase agreement with GenieRx Holdings as part of an ongoing court-supervised sale process.

GenieRx will act as the “stalking horse bidder,” setting a baseline value for Omnicare’s assets while allowing competing bids. The deadline for alternative offers is April 30, with a potential auction scheduled for May 5, 2026.

Omnicare said it will continue operating normally during the process, maintaining pharmacy services for long-term care facilities, including skilled nursing and assisted living communities.

The company emphasized that the agreement reflects continued interest in its business and supports efforts to maximize value while ensuring uninterrupted care for patients.

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Global Finance News 04-03-26

CVS Health announced the opening of its first pharmacy-only CVS Pharmacy location in Chicago, marking the start of a broader rollout of smaller, dedicated pharmacy formats.

The company plans to open nearly 20 such locations in 2026, designed to improve access to medications, vaccinations, and pharmacist consultations, particularly in underserved communities.

These compact, apothecary-style stores focus on core pharmacy services with a limited retail offering, aiming to enhance patient interaction and provide more personalized care.

The initiative reflects CVS’s strategy to adapt its retail footprint and meet evolving healthcare needs, emphasizing in-person pharmacist engagement alongside digital services.

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WS Investor 03-30-26

CVS Health® (NYSE: CVS) has announced that its board of directors has approved a quarterly dividend of $0.665 cents per share on the Common Stock of the Corporation. The dividend is payable on May 4, 2026, to holders of record on April 23, 2026.

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Global Finance News 03-19-26

CVS Health and Google Cloud partner to develop AI-driven healthcare engagement platform

CVS Health and Google Cloud have announced a strategic partnership to develop a new AI-powered healthcare consumer engagement platform through CVS Health’s newly launched technology subsidiary, Health100.

The platform will use Google Cloud’s AI technologies, including Gemini models, Cloud Healthcare API and BigQuery, to create an integrated system that connects patients with pharmacies, healthcare providers, insurers and digital health services. The AI-native platform aims to deliver real-time, personalized health support, improve access to care and help consumers manage healthcare costs.

CVS Health said the Health100 platform is designed to provide an always-on digital health partner that can guide patients through care decisions and connect them with services such as pharmacist-led care management. The platform is expected to launch in 2026 and will allow other healthcare innovators to build applications within its ecosystem.

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The Investor 03-07-26

CVS Health Corporation reported solid revenue growth for the fourth quarter and full year 2025, alongside reaffirmed earnings guidance for 2026.

In the fourth quarter, total revenues rose 8.2% year-over-year to $105.7 billion. GAAP diluted EPS was $2.30, while adjusted EPS came in at $1.09.

For the full year 2025, revenues reached a record $402.1 billion, up 7.8% from the prior year. GAAP diluted EPS totaled $1.39, and adjusted EPS was $6.75. The company generated $10.6 billion in cash flow from operations during the year.

Operationally, CVS Pharmacy completed its transition to cost-based reimbursement across its Commercial, Third-Party Discount, Medicare and Medicaid businesses. Aetna improved prior authorization performance, approving more than 95% of eligible requests within 24 hours. Caremark ended 2025 with strong customer retention and new client wins, positioning the segment for momentum into 2026.

For 2026, CVS confirmed GAAP diluted EPS guidance of $5.94 to $6.14 and adjusted EPS guidance of $7.00 to $7.20. However, it lowered its cash flow from operations outlook to at least $9.0 billion, from a prior expectation of at least $10.0 billion.

CEO commentary emphasized ongoing transformation efforts across the company’s integrated health care platform, highlighting initiatives to lower drug prices, streamline care navigation and strengthen CVS’s role as a primary access point for health services in the U.S.

Source: CVS Health press release

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Global Finance News 02-11-26

Aetna Medicaid, part of CVS Health, announced a new collaboration with the National Association of Community Health Centers to improve blood pressure control among Medicaid members. The initiative will focus on communities in Illinois, Kentucky, Michigan and Virginia, targeting populations with high rates of hypertension. By combining Medicaid data, community health center expertise and evidence-based interventions, the partners aim to strengthen hypertension management, close care gaps and improve long-term cardiovascular outcomes for underserved populations.

Source: CVS Health press release, February 9, 2026

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Global Finance News 02-09-26

CVS Health announced new milestones aimed at simplifying health insurance and improving affordability, highlighting reduced prior authorization requirements, faster approvals, expanded interoperability, and broader use of bundled authorizations through its Aetna unit. The company also emphasized efforts to lower drug costs via biosimilars, rebate sharing at the pharmacy counter, and expanded access to low-cost primary and virtual care, while underscoring its nationwide community pharmacy footprint and economic impact.

Source: CVS Health company news, January 22, 2026.

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The Investor 01-25-26

CVS Health® (NYSE: CVS) will hold a conference call with analysts and investors on Tuesday, February 10th, 2026, at 8:00 a.m. ET to discuss fourth quarter and full year 2025 financial results.

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Global Finance News 01-18-26

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Alphabet (GOOGL) Stock Edges Higher After Morgan Stanley Raises Price Target

Alphabet (NASDAQ: GOOGL) shares traded modestly higher on Tuesday after Morgan Stanley raised its price target on the Google parent company, reinforcing confidence in its long-term growth prospects driven by artificial intelligence and digital advertising.

The brokerage maintained its Overweight rating while increasing its price target to $415 from $375, signaling continued optimism about Alphabet's ability to capitalize on AI-driven opportunities across its search, cloud, and software businesses.

# Morgan Stanley Sees More Upside

The higher price target reflects growing confidence that Alphabet will continue benefiting from expanding AI adoption while maintaining its leadership in digital advertising.

Analysts also remain constructive on the company's cloud business, where ongoing investment in generative AI services is expected to support revenue growth and margin expansion over the coming years.

# AI Remains a Key Growth Driver

Alphabet has accelerated the rollout of AI-powered products across Google Search, Google Cloud, and Workspace, while continuing to invest heavily in infrastructure to support growing enterprise and consumer demand.

The company's strong balance sheet and leadership in AI innovation continue to position it as one of the largest beneficiaries of the industry's long-term growth.

# Why GOOGL Stock Was Little Changed

Despite the higher price target, Alphabet shares posted only modest gains, suggesting much of the positive outlook may already be reflected in the stock's valuation.

Still, Morgan Stanley's decision to reaffirm its Overweight rating while lifting its valuation target reinforces Wall Street's confidence in Alphabet's long-term earnings potential and competitive position within the AI ecosystem.

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Global Finance News 06-30-26

Alphabet Falls 5% Despite Citi Reiterating Positive Rating

Alphabet (NASDAQ: GOOG) fell 5% even after Citigroup reiterated its Market Outperform rating, as investors reacted to broader concerns surrounding competition, valuation, and the evolving artificial intelligence landscape.

The decline came despite Citi maintaining a positive long-term view on the company. Alphabet remains one of the world's dominant digital advertising and cloud computing platforms, with growing exposure to artificial intelligence through products such as Gemini and its expanding AI infrastructure investments.

However, investor sentiment toward the stock has recently become more cautious as competition in AI-powered search intensifies. Market participants continue to evaluate how generative AI could reshape internet search and digital advertising, two of Alphabet's most important businesses.

Despite the sharp decline, analysts generally remain constructive on Alphabet's outlook. The company's leadership positions in search, cloud computing, digital advertising, and artificial intelligence continue to provide multiple growth drivers. Google Cloud has also emerged as a key beneficiary of growing enterprise AI adoption, helping diversify revenue beyond advertising.

Citigroup's reaffirmed Market Outperform rating suggests the firm believes the recent weakness does not alter Alphabet's long-term investment case. Nevertheless, the stock's decline highlights that investors remain sensitive to competitive developments and AI-related execution risks across the technology sector.

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Global Finance News 06-22-26

Alphabet Holds Steady as TD Cowen Raises Price Target to $475

Alphabet (GOOG) traded little changed despite receiving a bullish analyst update from TD Cowen, which raised its price target to $475 from $450 while maintaining a Buy rating.

The higher target reflects growing confidence in Alphabet's ability to capitalize on the artificial intelligence boom while maintaining the strength of its core Search and advertising businesses. Investors have become increasingly optimistic that Google's AI investments are beginning to translate into stronger product offerings, improved user engagement, and new monetization opportunities across Search, Cloud, YouTube, and Workspace.

The lack of a significant stock reaction suggests that investors had already been expecting positive analyst commentary following the company's recent execution and strong positioning within the AI ecosystem. Alphabet has been one of the major beneficiaries of increasing enterprise AI adoption, particularly through Google Cloud, which continues to gain traction among businesses deploying large-scale AI workloads.

Analysts remain focused on several key catalysts, including the pace of Google Cloud growth, AI-driven improvements in Search, expansion of advertising revenue, and the company's ability to convert its massive AI investments into sustainable earnings growth.

While the stock was flat on the day, the target increase reinforces the view that many Wall Street firms continue to see substantial upside potential in Alphabet. With the new $475 target standing well above the current share price, TD Cowen's update suggests confidence that Alphabet's combination of AI leadership, dominant digital advertising position, and growing cloud business can continue to drive long-term shareholder returns.

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Global Finance News 06-09-26

Alphabet Slips 1% as Broader Tech Weakness Overshadows Higher Price Target

Alphabet shares fell 1% on Friday, outperforming many large-cap technology peers but still ending lower as investors sold growth stocks following stronger-than-expected U.S. economic data and rising Treasury yields.

Despite the decline, Wall Street sentiment remained constructive. New Street Research raised its price target on Alphabet from $450 to $455 while maintaining a Buy rating, signaling continued confidence in the company's long-term growth prospects despite recent market volatility.

The target increase reflects optimism surrounding Alphabet's expanding artificial intelligence initiatives, strength in digital advertising, and growing cloud computing business. Investors have been closely watching how the company integrates AI across Google Search, YouTube, Google Cloud, and other products as competition intensifies throughout the technology sector.

Alphabet has faced concerns that generative AI could disrupt traditional search advertising, but the company has continued to demonstrate strong user engagement and has been aggressively rolling out AI-powered features across its ecosystem. At the same time, Google Cloud remains one of the fastest-growing segments of the business, benefiting from increasing enterprise demand for AI infrastructure and cloud services.

Friday's decline appeared largely driven by macroeconomic factors rather than company-specific developments. Following the release of strong U.S. employment data, investors reduced exposure to technology stocks as expectations for Federal Reserve rate cuts moved further into the future. Higher interest rates tend to pressure growth-stock valuations, particularly across the technology sector.

The fact that Alphabet fell only modestly while the Nasdaq dropped more than 4% may indicate that investors continue to view the company as one of the highest-quality names in the technology sector. The latest target increase from New Street Research further suggests that analysts remain confident in Alphabet's ability to capitalize on the AI revolution while maintaining its dominant position in digital advertising and cloud computing.

With a $455 price target compared with a recent share price around $369, Wall Street continues to see meaningful upside potential, even as short-term market volatility remains elevated.

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The Investor 06-06-26

Alphabet Plans Massive $80 Billion Equity Raise to Accelerate AI Infrastructure Expansion

Alphabet announced plans to raise approximately $80 billion through a combination of public stock offerings, preferred securities, and an at-the-market share sale program as the company ramps up investments in artificial intelligence infrastructure to meet surging demand.

The financing package includes $30 billion of underwritten offerings, a new $40 billion at-the-market stock sale program, and a $10 billion private placement investment from Berkshire Hathaway. Berkshire will purchase $5 billion of Alphabet Class A shares and $5 billion of Class C shares, expanding a position it has been building since late 2025.

The announcement underscores the scale of the AI investment race. Alphabet said customer demand for its AI products and services is exceeding available capacity, prompting the company to aggressively expand its compute infrastructure. Management previously guided for $180 billion to $190 billion in capital expenditures during 2026 and expects spending to rise significantly again in 2027.

The company enters this expansion phase with strong business momentum. First-quarter 2026 revenue climbed 22% year-over-year to $110 billion, while Google Cloud revenue surged 63%. Cloud backlog nearly doubled sequentially to more than $460 billion, highlighting robust enterprise demand for AI-related services. Alphabet also reported 350 million paid subscriptions across its ecosystem and said its AI models now process 19 billion tokens per minute, six times higher than a year ago.

Alphabet emphasized that the equity raise is part of a balanced funding strategy that also includes strong cash generation and debt financing. Over the past 12 months, the company generated $174 billion in operating cash flow and has raised more than $85 billion in debt across global markets.

The announcement highlights how major technology companies continue to commit unprecedented amounts of capital to AI infrastructure, with Alphabet positioning itself to capture growing demand across search, cloud computing, subscriptions, and developer platforms.

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Global Finance News 06-02-26

Alphabet Hits Intraday Record as Cloud Growth Stuns Wall Street

Alphabet shares hit intraday record highs on April 30 after Q1 2026 revenue came in at $109.9 billion, up 22% year-over-year, beating the $107.2 billion consensus and marking the company's 11th consecutive quarter of double-digit growth. (CNBC)

The standout was Google Cloud. Cloud revenues surged 63% to $20 billion, crushing the $18.05 billion estimate, with backlog nearly doubling quarter-on-quarter to over $460 billion. Search revenue rose 19% to $60.4 billion as queries hit an all-time high. Gemini Enterprise paid users grew 40% quarter-on-quarter, and total paid subscriptions reached 350 million. (The Motley Fool)

Operating margin expanded two percentage points to 36.1%, putting Alphabet in a rare position of accelerating growth and expanding margins simultaneously. The company raised its 2026 capex guidance to $180 to $190 billion, but unlike Meta, markets are rewarding the spend given the Cloud results that accompanied it. (The Motley Fool, CNBC)

Goldman Sachs reiterated a Buy with a $400 price target. (Investing*com)

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WS Investor 04-30-26

Alphabet Reports 22% Revenue Growth in Q1 2026, Driven by AI and Cloud

Alphabet posted first-quarter revenues of $109.9 billion, up 22% year over year, marking its 11th consecutive quarter of double-digit growth. Google Cloud was the standout performer, with revenues surging 63% to $20 billion, while its backlog nearly doubled quarter over quarter to over $460 billion.

Google Search grew 19% and total paid subscriptions reached 350 million across YouTube and Google One. Net income rose 81% with earnings per share of $5.11, and operating margin expanded to 36.1%. The company also raised its quarterly dividend by 5% to $0.22 per share.

CEO Sundar Pichai highlighted that Gemini API usage has reached 16 billion tokens per minute, up 60% from last quarter, while Waymo surpassed 500,000 fully autonomous rides per week.

Source: Alphabet Inc. Press Release, April 29, 2026

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Global Finance News 04-29-26

Intel and Google Expand Partnership to Advance AI Infrastructure

Intel and Google announced a multiyear collaboration to enhance next-generation AI and cloud infrastructure.

The partnership will deepen the use of Intel Xeon processors across Google Cloud while expanding co-development of custom infrastructure processing units (IPUs), designed to improve efficiency, performance, and scalability in AI systems.

The companies emphasized the growing importance of CPUs alongside accelerators in managing complex AI workloads, with IPUs helping offload networking, storage, and security tasks to optimize overall system performance.

The collaboration aims to build more efficient, flexible, and scalable infrastructure to support rising global demand for AI-driven applications and services.
Business Wire

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WS Investor 04-09-26

5 Cash-Rich Fortresses with War Chests That Could Withstand the Market Chaos

Uncover the 5 cash-rich fortresses built to survive market turbulence and geopolitical tensions with strong war chests.

(thesmartinvestor.com.sg)

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European Investor 04-09-26

Google announced the completion of its acquisition of Wiz, a New York–based cloud and AI security platform, which will now operate as part of Google Cloud while maintaining its brand and cross-cloud capabilities.

The acquisition aims to strengthen Google Cloud’s security offerings by combining Wiz’s cloud security platform with Google’s AI-powered threat detection and infrastructure capabilities. The integrated platform will help organizations detect, prevent, and respond to cyber threats across multiple cloud environments, including Amazon Web Services, Microsoft Azure, Google Cloud, and Oracle Cloud.

Google said the move is designed to support the growing demand for multicloud security as businesses and governments migrate critical workloads to cloud and AI systems, while also improving cybersecurity automation and protection against emerging AI-driven threats.

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The Investor 03-11-26

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NYSE:ORCLFollow

Oracle Slides 12% Despite Broad Wall Street Support as Analysts Trim Targets After Earnings

Oracle (NYSE: ORCL) shares fell roughly 12% on Thursday following its earnings report, even as most Wall Street firms maintained bullish ratings and continued to view the company as a major beneficiary of the artificial intelligence infrastructure boom.

The sharp decline appears to be driven less by analyst sentiment and more by investor disappointment relative to elevated expectations after Oracle's strong rally since February. However, today's analyst reactions suggest that Wall Street remains largely constructive on the company's long-term outlook.

Wedbush's Daniel Ives lowered his price target from $275 to $240 while maintaining an Outperform rating, reflecting a more conservative valuation despite continued confidence in Oracle's AI and cloud growth strategy. Scotiabank also reduced its target from $290 to $241 but kept its Sector Outperform rating.

Importantly, the target reductions were not accompanied by rating downgrades. Several major firms reiterated bullish views, including Wolfe Research (Outperform), Citigroup (Market Outperform), and Scotiabank (Sector Outperform). Sanford C. Bernstein established a notably optimistic $325 price target, implying substantial upside from current levels.

The analyst responses suggest that while expectations have been reset following the earnings release, Wall Street still sees Oracle as one of the key infrastructure providers benefiting from the massive wave of AI-related spending. Investors remain focused on the company's cloud business, AI training workloads, and expanding data center footprint, which have become major drivers of future growth expectations.

The stock's decline therefore appears to reflect a valuation adjustment rather than a fundamental shift in analyst opinion. With most firms maintaining positive ratings and price targets that remain well above current trading levels, today's selloff highlights the market's tendency to punish even strong companies when results fail to exceed increasingly ambitious expectations.

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European Investor 06-11-26

Oracle Falls 5% After Earnings as AI Spending Surge and Cloud Growth Questions Weigh on Shares

Oracle (NYSE: ORCL) shares fell 6% in after-hours trading despite reporting record quarterly and full-year results, as investors focused on both the massive capital requirements of its AI expansion and signs that some areas of cloud growth may not be keeping pace with lofty expectations.

The company reported record fourth-quarter revenue of $19.2 billion, up 21% year-over-year, while total cloud revenue rose 47% to $9.9 billion. Cloud Infrastructure (IaaS) remained the standout performer, surging 93% to $5.8 billion as demand for AI computing capacity continued to explode.

However, investors appeared less enthusiastic about Oracle's Cloud Applications (SaaS) business, which grew just 10% to $4.1 billion. While respectable by most software industry standards, that growth rate was far slower than the company's infrastructure business and may have disappointed investors hoping for broader acceleration across Oracle's cloud portfolio.

Software revenue also declined 2% during the quarter, reflecting the ongoing migration from on-premise products to cloud offerings. The contrast between hypergrowth in AI infrastructure and more modest growth in applications likely contributed to concerns that Oracle's cloud momentum remains heavily dependent on AI-related infrastructure demand.

The company also unveiled a staggering $638 billion Remaining Performance Obligation (RPO) backlog, up 363% year-over-year, and reaffirmed its goal of reaching $90 billion in revenue during fiscal 2027. First-quarter guidance was strong, with total revenue expected to grow between 27% and 29%.

Despite those positives, investors focused on the enormous spending required to support Oracle's AI ambitions. The company disclosed that it raised $43 billion in debt and $5 billion in equity during fiscal 2026 and expects to raise approximately another $40 billion in fiscal 2027. Oracle also reported negative free cash flow of $23.7 billion as it aggressively builds AI data center capacity.

The market reaction suggests investors are becoming more selective about AI stories. While Oracle's infrastructure growth and AI demand remain exceptionally strong, concerns about capital intensity, future dilution, and slower growth in its SaaS business appear to have overshadowed otherwise record-breaking results.

In short, Oracle delivered impressive headline numbers, but investors were looking for stronger cloud applications growth and may be questioning whether the enormous investment required to capture the AI opportunity will generate sufficient returns in the years ahead.

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WS Investor 06-10-26

Oracle Slips Despite Major Price Target Increase from Bank of America

Oracle (ORCL) shares fell 1.24% despite receiving a significant vote of confidence from Bank of America, which raised its price target to $240 from $200 while maintaining a Buy rating.

The target increase reflects growing optimism surrounding Oracle's position in the rapidly expanding artificial intelligence and cloud infrastructure markets. Investors and analysts have increasingly focused on Oracle's ability to secure large cloud contracts and benefit from surging demand for AI computing capacity, an area that has become one of the company's most important growth drivers.

Despite the bullish analyst action, the stock traded lower as investors appeared to take profits following Oracle's strong recent performance. Shares have rallied significantly over the past year as the company emerged as one of the major beneficiaries of AI-related infrastructure spending.

Bank of America's higher target suggests confidence that Oracle can continue gaining market share in cloud services while leveraging its extensive enterprise customer base. The firm is also expected to benefit from increasing demand for database services, cloud applications, and AI training workloads hosted on Oracle Cloud Infrastructure.

The modest decline in the stock price appears more related to short-term market dynamics than to any deterioration in Oracle's fundamental outlook. In fact, today's analyst update points in the opposite direction, highlighting expectations for continued revenue growth and expanding opportunities tied to the global AI investment cycle.

With the new $240 target implying meaningful upside from current levels, Wall Street's focus remains on Oracle's ability to convert strong cloud demand into sustained revenue growth and margin expansion over the coming years.

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Global Finance News 06-09-26

Oracle Drops 9% in Tech Rout Despite Continued Wall Street Optimism

Oracle shares plunged nearly 10% on Friday, closing at $213.41 as investors aggressively sold technology stocks following stronger-than-expected U.S. employment data and rising Treasury yields. The decline came despite a series of bullish analyst updates that underscore Wall Street's confidence in Oracle's long-term AI and cloud computing opportunities.

Several firms reaffirmed positive views on the company during the week. Guggenheim analyst John DiFucci maintained a Buy rating, while BTIG Research also reiterated its Buy recommendation with a notably bullish $400 price target. Meanwhile, Cantor Fitzgerald raised its price target from $229 to $284 and maintained an Overweight rating, signaling growing confidence in Oracle's growth trajectory.

The contrast between Friday's sharp decline and the optimistic analyst commentary highlights the market's current focus on macroeconomic factors rather than company-specific fundamentals. Higher interest rates tend to weigh on technology valuations, particularly among companies expected to generate a significant portion of their growth in future years.

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The Investor 06-06-26

Oracle Extends Rally as Citigroup Reiterates Buy Rating

Oracle (ORCL) shares gained about 1.9% today after Citigroup reiterated its Buy rating, adding to growing optimism surrounding the software giant's position in the rapidly expanding artificial intelligence infrastructure market.

The analyst reaffirmation comes as Oracle continues to attract investor attention for its cloud business and increasing role in supporting AI workloads. The company has emerged as one of the key beneficiaries of surging demand for data center capacity, cloud computing resources, and AI training infrastructure.

Oracle's cloud division has been growing at a strong pace, supported by enterprise customers seeking alternatives to larger cloud providers and by AI companies requiring large-scale computing power. Investors have become increasingly optimistic that Oracle's cloud infrastructure business could deliver sustained growth as artificial intelligence adoption accelerates across industries.

Citigroup's decision to maintain a Buy rating suggests continued confidence in Oracle's ability to capitalize on these trends. Analysts remain encouraged by the company's expanding cloud footprint, strong backlog of future business, and strategic positioning within the AI ecosystem.

With shares already among the stronger performers in the technology sector this year, today's gain reflects ongoing investor belief that Oracle remains well positioned to benefit from the multi-year wave of AI and cloud infrastructure spending. The latest analyst endorsement reinforces Wall Street's increasingly positive view of the company's long-term growth prospects.

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WS Investor 06-04-26

Oracle reported strong fiscal third-quarter 2026 results, with revenue rising 22% year over year to $17.2 billion and cloud revenue increasing 44% to $8.9 billion. The company’s cloud infrastructure (IaaS) segment grew 84% to $4.9 billion, driven by demand for AI computing, while cloud applications (SaaS) revenue reached $4.0 billion.

GAAP net income totaled $3.7 billion and earnings per share rose 24% to $1.27, while non-GAAP EPS increased 21% to $1.79. Remaining performance obligations surged 325% year over year to $553 billion, largely reflecting major AI-related cloud contracts.

Oracle said demand for AI cloud capacity continues to outpace supply and expects strong growth to continue, guiding fourth-quarter revenue growth of about 19%–21% and non-GAAP EPS of roughly $1.96–$2.00.

PRNewswire

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The Investor 03-11-26

Oracle Corporation announced plans to raise $45–$50 billion in gross proceeds during calendar year 2026 to fund the expansion of its rapidly growing Oracle Cloud Infrastructure business, as it builds capacity to meet rising demand from major customers including AMD, Meta, NVIDIA, OpenAI, TikTok, and xAI.

Oracle said it will use a balanced mix of equity and debt financing to maintain an investment-grade balance sheet. Roughly half of the funding will come from equity, including mandatory convertible preferred securities and a newly authorized at-the-market equity program of up to $20 billion, while the remaining portion will be financed through a single issuance of investment-grade senior unsecured bonds early in 2026.

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Global Finance News 02-02-26

Oracle (ORCL) posts strong Q2 with surging cloud demand and sharp earnings growth

Oracle (ORCL) reported robust fiscal 2026 second-quarter results, highlighted by a massive increase in Remaining Performance Obligations (RPO) and continued acceleration in cloud revenue. RPO jumped 438 percent year-over-year to 523 billion dollars, supported by major new commitments from customers including Meta and NVIDIA.

Quarterly revenue rose 14 percent to 16.1 billion dollars, driven by cloud revenue of 8.0 billion dollars, up 34 percent from the prior year. Infrastructure-as-a-Service revenue surged 68 percent, while Software-as-a-Service grew 11 percent. Oracle’s Fusion Cloud ERP and NetSuite ERP businesses expanded 18 percent and 13 percent, respectively.

GAAP earnings per share climbed 91 percent to 2.10 dollars, boosted in part by a 2.7 billion dollar pre-tax gain from the sale of Oracle’s stake in chipmaker Ampere. Non-GAAP earnings per share increased 54 percent to 2.26 dollars.

Oracle executives emphasized a strategic pivot toward chip neutrality and continued investment in AI-enabled cloud infrastructure. The company now operates or is building 211 cloud regions globally and is more than halfway through constructing 72 multicloud data centers embedded in AWS, Google Cloud and Microsoft Azure.

AI-related demand remains a key driver, with Oracle noting that its multicloud database business grew 817 percent in the quarter and that all top five AI models run on Oracle Cloud.

The board declared a quarterly dividend of 0.50 dollars per share, payable January 23, 2026, to shareholders of record on January 9.

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WS Investor 12-11-25

Oracle Corporation today announced that its second quarter fiscal year 2026 results will be released on Wednesday, December 10th, after the close of the market.

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European Investor 12-02-25

Oracle (NYSE: ORCL) today announced that it will hold its Financial Analyst Meeting at Oracle CloudWorld, Thursday, October 16, 2025. Oracle's Financial Analyst Meeting will be live at 11:45 a.m. Central Time via the Investor Relations homepage.

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WS Investor 10-14-25

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$ USFollow

Track all markets on TradingView - Prices are not updated in real time

Gold, silver sharply down amid upticks in USDX, bond yields | Kitco News

The Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global Economy.

(kitco.com)

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WS Investor 04-21-26

Yields up, dollar down - Deutsche Bank Research Institute

Geopolitics, technology, macro, corporate landscape – at home and abroad

(dbresearch.com)

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The Investor 04-19-26

The White House says it wants a strong US dollar. Investors are still keeping their distance.

As geopolitical turmoil has emanated from the US, world currencies have rallied while the dollar has flatlined.

(finance.yahoo.com)

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European Investor 02-08-26

Fiscal Fireworks: How Debt is Rewriting the Rules for the US and Japan | J.P. Morgan

Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.

(jpmorgan.com)

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The Investor 01-31-26

Are We on the Brink of a Risk-Off Event? - Fat Tail Daily

Markets are starting to feel tense. Big swings across gold, copper, bitcoin, and currencies suggest the calm we’ve had may be fading.

(daily.fattail.com.au)

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Global Finance News 01-30-26

Vantagepoint AI Market Outlook for January 19, 2026

Welcome to the Artificial Intelligence Outlook for Forex trading. https://www.youtube.com/watch?v=gv6SEDEx5_w VIDEO TRANSCRIPT VANTAGEPOINT AI MARKET OUTLOOK Okay, hello everyone, and

(vantagepointsoftware.com)

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WS Investor 01-19-26

AI-led growth story may not be enough for U.S. dollar strength in 2026 | Kitco News

The Kitco News Team brings you the latest news, videos, analysis and opinions regarding Precious Metals, Crypto, Mining, World Markets and Global Economy.

(kitco.com)

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A Dividend Journey 12-26-25

Vantagepoint AI Market Outlook for December 22, 2025

Welcome to the Artificial Intelligence Outlook for Forex trading. https://www.youtube.com/watch?v=eseGCepSKZE VIDEO TRANSCRIPT VANTAGEPOINT AI MARKET OUTLOOK

(vantagepointsoftware.com)

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Global Finance News 12-22-25

Vantagepoint AI Market Outlook for December 8, 2025

Market outlook for the week ...

(vantagepointsoftware.com)

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The Investor 12-09-25

Why the Dollar Could Drop | Goldman Sachs

why the dollar could drop

(goldmansachs.com)

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Global Finance News 12-07-25

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NYSE:CNIFollow

NASDAQ:CHTRFollow

Charter Reports $1.1 Billion Q3 Profit as Internet Subscriptions Decline but Mobile Growth Accelerates

Charter Communications (NASDAQ: CHTR) posted third-quarter 2025 revenue of $13.7 billion, down 0.9% year-on-year, as declines in video and advertising offset 3.8% growth in residential connectivity. Net income reached $1.1 billion, while adjusted EBITDA slipped 1.5% to $5.6 billion. The company lost 109,000 Internet customers but added 493,000 mobile lines, bringing totals to 29.8 million Internet and 11.4 million mobile subscribers. Free cash flow held steady at $1.6 billion, supported by $4.5 billion in operating cash flow. Charter repurchased $2.2 billion in stock during the quarter, emphasizing its focus on shareholder value.

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The Investor 10-31-25

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