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AI market bubble concerns grow, plus the government shutdown & what's powering gold to new highs
Youtube· 2025-09-29 20:51
[Music] Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Stocks trading higher here amid lingering government shutdown concerns.We're going to be digging into that story, but right now there's just an hour to go until the closing bell. Let's take a quick look at the popular averages and see how we are trading. The Dow is up about 61 points. The S&P 500, your broad gauge is up about 2/10en of a percent. Your tech heavy NASDAQ is up about half a percent.Let's welcome in ...
Wall Street sets Microsoft (MSFT) stock price for next 12 months
Finbold· 2025-09-26 12:39
Microsoft (NASDAQ: MSFT) closed Thursday at $507.03, down 0.61% on the session. The stock is still up 21.1% year-to-date, ahead of the S&P 500’s 12.54% rise over the same period.MSFT YTD stock price chart. Source: Google Finance On September 15, Microsoft announced a quarterly dividend increase of 9.6%, raising its payout to $0.91 per share. The move marked the company’s 23rd consecutive year of dividend growth, representing a 10% increase from the prior quarter. At recent levels, the yield stands near 0.7% ...
DBS turns bullish on Baidu, citing AI-driven cloud and robotaxi gains
Invezz· 2025-09-26 11:40
评级调整 - 星展集团研究将百度评级上调至买入 [1] 业务前景 - 自动驾驶业务展现强劲增长潜力 [1] - 云计算业务呈现强劲发展前景 [1] 战略动向 - 公司正加速海外市场扩张步伐 [1]
Microsoft Cuts Back Work With Israel's Defense Ministry
WSJ· 2025-09-25 16:42
The software company found the ministry used cloud services to surveil Gaza citizens. ...
Guidewire Software: Stronger View That Fundamentals Can Support The Premium Valuation
Seeking Alpha· 2025-09-25 14:43
I gave a hold rating for Guidewire Software (NYSE: GWRE ) previously, as I thought the valuation was too expensive at 16x NTM revenue. I would say the setup has shifted meaningfully. There is an increasing sign of growing cloud adoptionI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, ...
Options Corner: ORCL's Bullish Run
Youtube· 2025-09-25 13:15
Back home morning rumors with a look at Oracle. That stock sliding in the pre-market after issuing $18 billion worth of bonds yesterday. The company said that proceeds would be used for general purposes including buybacks and acquisition.At the same time, Redburn initiating coverage of the stock with a sell rating and $175 price target. Redburn believes the market is overestimating the value of Oracle's contracted cloud revenues, calling current market estimates a risky blue sky scenario that is unlikely to ...
Akamai Technologies (AKAM) Advances While Market Declines: Some Information for Investors
ZACKS· 2025-09-24 23:16
In the latest close session, Akamai Technologies (AKAM) was up +1.28% at $76.23. The stock's change was more than the S&P 500's daily loss of 0.29%. Elsewhere, the Dow saw a downswing of 0.37%, while the tech-heavy Nasdaq depreciated by 0.34%. The stock of cloud services provider has fallen by 2.17% in the past month, lagging the Computer and Technology sector's gain of 8.98% and the S&P 500's gain of 3.08%.The investment community will be closely monitoring the performance of Akamai Technologies in its for ...
Oracle seeks $15 billion bond sale as cloud expansion costs rise
Invezz· 2025-09-24 13:54
Oracle Corp. is turning to the US investment-grade bond market to raise $15 billion, its largest debt sale since January. The financing is split into as many as seven parts, including a rare 40-year b... ...
US stock market retreats after record highs as Powell warns of “highly valued” markets — S&P 500 slips, Nasdaq hit by Nvidia selloff, Micron jumps on strong results
The Economic Times· 2025-09-23 20:56
Federal Reserve Chair Jerome Powell's speech in Rhode Island weighed heavily on the market. He signaled a cautious approach to future rate cuts after the Fed’s recent 25 basis points cut. Powell highlighted the balancing act the Fed faces between inflation risks tilted to the upside and employment risks to the downside, describing the situation as challenging with "no risk-free path." He also stated that equity prices are currently "fairly highly valued" by many measures, which tempered investor enthusiasm ...
Oracle (ORCL) Re-Rated Over 50% in Q2. Here’s Why
Yahoo Finance· 2025-09-23 14:04
Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The market experienced volatility at the start of the quarter due to heightened uncertainty from global tariffs as part of the new U.S. administration. Later, the market rebounded with the implementation of a more lenient trade policy. The composite returned 25.11% gross of fees and 24.85 ...