Can ‘Year of Refresh’ Thesis Reignite Arista’s AI Growth Story? Piper Sandler recently upgraded Arista Networks from Neutral to Overweight. Does the bullish sentiment justify the company's sky-high valuation? MarketBeat · Jan 23
Jet-lagged Trump goes on 70-post rampage in the middle of the night after Davos snub, and things got weird Davos seems to have done a number on him. We Got This Covered · Jan 23
What to know about the deal to keep TikTok in US TikTok has at last finalized a deal to keep the popular video sharing platform operating in the U.S. after years of uncertainty The Independent UK · Jan 23
Oracle’s TikTok Win Isn’t Social Media—It’s a Cloud Power Move Strategic acquisition of a major equity stake in TikTok US cements Oracle as the primary landlord for one of the most data-intensive platforms in the world. MarketBeat · Jan 23
Ahead of the New TikTok USA Spinoff, Should You Buy Oracle Stock? Down almost 50% from all-time highs, Oracle's stock could gain pace following the TikTok U.S. deal and robust growth estimates. Barchart · Jan 23
The deal to keep TikTok in the US is now finalized – here are 5 things you need to know A new US-led consortium is taking control of TikTok in the United States, but original owner ByteDance is still involved. TechRadar · Jan 23
TikTok finalises deal to remain in US The popular video-sharing app has established a new majority American-owned joint venture. Evening Standard · Jan 23
TikTok announces it has finalized deal to establish US entity, sidestepping ban Majority US-owned venture includes Larry Ellison’s Oracle, private-equity group Silver Lake and Abu Dhabi’s MGX The Guardian - UK · Jan 23
TikTok finalizes deal to form new American entity TikTok has finalized a deal to create a new American entity, avoiding the looming threat of a ban in the U.S. that has been in discussion for years The Independent UK · Jan 23
TikTok closes deal to divest U.S. operations The deal ends a yearslong saga to force TikTok's Chinese parent ByteDance to sell the company's U.S. operation. Axios · Jan 23
3 Bear Put Spread Trade Ideas For This Tuesday A bear put spread is a vertical spread that aims to profit from a stock declining in price. It has a bearish directional bias as hinted in the name. Unlike the bear call spread, it suffers from time decay so traders need to be correct on the direction of the… Barchart · Jan 21
OpenAI commits to 'paying our own way' so that Stargate AI data centers don't increase energy bills — will fund grid upgrades and even flexible loads to reduce stress on energy supply OpenAI says it will ensure Stargate does not increase electricity prices in communities where it is building its data centers. Tom’s Hardware · Jan 21
Bondholders Are Suing Oracle for Its AI Losses. Is There a Case to Keep Buying ORCL Stock and Waiting for AI to Pay Off? ORCL stock slid after bondholders filed a lawsuit tied to AI-related debt, but strong cloud growth and a massive backlog suggest the long-term thesis remains intact. Barchart · Jan 19
Oracle's Modern Market Masterclass: What ORCL Can Teach Us All About Today's Market Oracle's story, particularly over the past two years, should be a lesson to us all about how the stock market now works. Let's take a look at how. Barchart · Jan 16
International Business Times UK · Jan 16 Quick Facts About Larry Ellison: Net Worth, Career Highlights and Why He Rushed to Paint Over Vessel's Name Oracle co-founder Larry Ellison was forced into a frantic yacht name change after realising 'Izanami' spells an offensive slur backwards. Discover his net worth and career highlights.
Fortune · Jan 15 Oracle struggles to attract workers to Nashville 'world HQ'—even with a 2-million-square-foot office and Larry Ellison’s favorite restaurant Years after cofounder Larry Ellison declared Nashville its world headquarters, Oracle has added only a handful of workers.
Barchart · Jan 15 Legendary Investor Michael Burry Is Betting Against Oracle Stock. What You Need to Know About the Bear Case for ORCL. Legendary investor Michael Burry has taken a bearish stance on Oracle, let's breaks down his bet and what investors should consider when trading ORCL from here.
Tom’s Hardware · Jan 15 Shareholders sue Oracle over misleading statements related to $300 billion OpenAI data center build-out — disgruntled plaintiffs say the company lied about how much money it needed to borrow A group of investors have filed a class action lawsuit against Oracle, contending that it made misleading statements during its initial $18 billion bond drive, resulting in potential losses of $1.3 billion.
Barchart · Jan 14 HSBC Says These 2 AI Stocks Are Likely to Be Earnings Winners. Should You Buy Them Now? Beaten-down large-cap stocks such as Salesforce and Oracle have significant upside potential given their estimated growth rates.
International Business Times UK · Jan 14 The Big Short's Michael Burry Reveals the Only Way the US Can Keep Up with China in the AI Race Michael Burry said the US should invest $1 trillion to rapidly deploy small nuclear reactors to support the rising energy demand from AI data centres.
MarketBeat · Jan 13 5 AI Stocks Positioned to Win, No Matter What Cross-cloud operators are well-positioned for long-term strength regardless of the GPU, cloud, or provider behind the AI.
Fortune · Jan 12 A cautionary Hollywood tale: the Ellisons' lose-lose Paramount positioning Hollywood history is a trail littered with cautionary tales, and Netflix's Greg Peters and Ted Sarandos have framed a lose-lose coin toss for the Ellisons.
MarketBeat · Jan 9 3 Tech Stocks Positioned for the Next Leg of the Bull Market Volatile markets can create opportunity. Here are three stocks with second-half catalysts in AI, cloud infrastructure, and platform margins
TechRadar · Jan 9 Cost of Bank of England's Oracle migration set to triple The Bank of England initially advertised a £7 million contract to help with its Oracle cloud migration – that's now up to £21.5 million.
Barchart · Jan 8 2 Comeback Stocks Investors Are Watching Closely in 2026 Early signs of a turnaround could set these two stocks apart in 2026.