This week, the key market event is the August Consumer Price Index (CPI) report, which could influence the Federal Reserve's decision on a rate hike in September. Economists expect a moderate rise in inflation, with core inflation slightly easing. Strong payroll data has increased the odds of a rate hike to 60%. Oracle is set to report earnings amid debates on its AI strategy, while Apple will unveil major changes to the iPhone and significant price increases under new CEO John Ternus. These events will shape investor sentiment and market direction in the near term.
Jim Cramer emphasized the value of dividend stocks like Home Depot during recent AI stock selloffs, noting that despite his personal dislike for Home Depot, its steady dividends helped stabilize his portfolio. While AI stocks like Oracle and Broadcom...
CoreWeave carries $35.6 billion in debt and has negative free cash flow, but strong demand for its AI computing capacity and pricing power justify continued investment. The company reported a 46% increase in revenue backlog to $104 billion and 112.3%...
Prediction market Kalshi now sees a 75% chance that more than 5,100 artificial intelligence data centers will be planned or operating in the U.S. before 2027, up from 60% two weeks ago. This growth is happening amid increasing public opposition due t...
Oracle's stock is near a 52-week low despite strong quarterly results and a growing cloud backlog valued at $664 billion in remaining performance obligations. The company reported a 29.6% revenue increase and raised its fiscal 2027 EPS guidance, sign...
Oracle's Q1 revenue grew 30% year-over-year, driven by a 121% increase in Cloud Infrastructure services and strong bookings totaling $664 billion. The company benefits from AI-related demand, though it carries elevated leverage with a debt-to-equity ...
