Mesut Dogan/iStock Editorial via Getty Images Introduction & Investment Thesis Oracle's ( ORCL ) stock fell roughly 10% yesterday after its fiscal Q4 FY26 earnings because investors got spooked (once again) by management’s FY27 capex projections of $90-95B, after the company exceeded their original FY26 spending target of $50 due to an aggressive Q4 push where it deployed $15.9B in a single quarter and ended the year at $55.7B instead. In my previous post on Oracle, I said that the stock may have likely found a bottom, and despite the post-Q1 slump, I continue to believe that’s the case. This is because the backlog accelerated sequentially, growing 363% YoY to $638B, exceeding analysts' expectations of $600B. Additionally, the company is on track to deploy an additional 1 gigawatt of power capacity in Q1 FY27, effectively matching the capacity it built across all of FY26. This would help the company accelerate its backlog conversion, thus boosting its top-line growth in the coming quarters. While the nature of the capex buildout demands a $40B capital raise in the form of $20B in debt and $20B in at-the-market equity offering, thus diluting shareholders on top of additional leverage, I believe this is a necessary investment in order to fulfill the backlog demand, which now happens to be larger than all other hyperscalers, including Microsoft ( MSFT ), Google ( GOOG ) and Amazon ( AMZN ). While there are certain risks to Oracle’s buildout, given its customer concentration with OpenAI, a higher leverage profile, and lower credit rating (compared to other hyperscalers), I believe it is baked in the valuation. As a result, I believe the selloff presents yet another opportunity for long-term investors and will reiterate my “buy” rating on the stock. The FCF Mafia Doesn’t Like These Capex Overlays Let’s start by breaking down Oracle’s FY27 capex projection of $90-95B. First, $20-25B of the capex will be covered by customer prepayments and clients bringing their own GPUs t...

Analysts See Double-Digit Upside in Micron Stock — Should You Buy Before June 24 Earnings? TipRanks

Most enterprise RAG pipelines start the same way: a text parser converts web pages and documents into plain text so they can be chunked and indexed for retrieval. That conversion step destroys retrieval signals — and according to new research, it's responsible for the majority of wrong answers. A research team from UC Berkeley, Princeton University, EPFL and Databricks published a paper this week introducing PixelRAG, a system that skips that conversion entirely. Instead of parsing pages into text, PixelRAG renders them as screenshots, indexes those images and feeds retrieved tiles directly to a vision-language model reader. Tested across 30 million screenshot tiles covering all of Wikipedia, it outperforms text-based RAG across six benchmarks, improving accuracy by up to 18.1% over text-based baselines. Parsers are the wrong place to look for fixes, according to the research team. "Improving parsers is an endless process because every website requires special handling," Yichuan Wang, lead author and UC Berkeley doctorate student, told VentureBeat. "Our goal was to explore whether recent advances in VLMs make it possible to bypass that entire problem and build a retrieval system that works across websites without site-specific engineering." HTML parsers destroy the retrieval signals that enterprise RAG depends on The goal of the researchers was to develop a clean end-to-end architecture. "Modern web RAG pipelines often involve rendering, parsing, cleaning, chunking, and many other handcrafted stages," Wang said. "Every stage introduces potential cascade errors and abstractions that move us further away from the original webpage. We were interested in whether we could eliminate most of that complexity and operate directly on the rendered page." Wang also noted that parsing inevitably loses information. Images, visual hierarchy, typography, emphasis (e.g., bold text), tables, and layout are either discarded or converted into imperfect textual approximations. "No matte...

Andreas Rentz/Getty Images News Microsoft's ( MSFT ) Xbox CEO Asha Sharma released an internal memo this week that indicated the division is facing a "hardware component crisis" causing console storage components to skyrocket. Sharma said storage component costs had doubled by last fall and have doubled again since then. They are expected to increase fivefold by the 2027 holiday season compared to two years earlier. Memory is on a similar trajectory. Wedbush analysts contend that the memory and NAND supply crunch, which is being driven by the AI data center buildout, is forcing consumer electronics companies to create entirely new business models. PC maker Lenovo is also expected to increase prices for its products in July. "We view the Xbox memo as a clear sign that the memory/NAND shortage is rewriting consumer hardware economics (not just trimming margins)," said Wedbush analysts Matt Bryson and Antoince Legault in an investor note. "Client SSD NAND that ran 5-6 cents/GB as recently as 2H 2025 is now closer to $0.30/GB, which on our estimate adds $250 of storage cost to a 1TB Series X (a $650 console) and $500 to a 2TB Special Edition ($800). That a platform holder is publicly weighing a new hardware model and flagging constrained console output shows the pass through has moved from PCs and phones into fixed BOM devices that can't easily reprice, reinforcing our structural shortage through 2027+ thesis." The memo revealed that the Xbox division is planning for layoffs at the end of the company's fiscal year on June 30 as part of a sweeping reorganization of the business. The division also plans to "significantly slash" budgets for marketing and other areas amid a "resetting of the business." Sharma was appointed CEO of Xbox in February. More on Microsoft Microsoft: Nadella's Next Move Could Define The AI Trade Microsoft: Why I Added To My Position And Why Through A Different Strategy Buy The Dip: Why Microsoft Is Heavily Tilted To The Upside Filecoin says AI does...

FTSE EXK-TRAVEL&LEI (WIEXUKS5750.L) 最新股票消息和頭條新聞 Yahoo 財經

Chevron Corp. is open to expanding its Middle East footprint despite the ongoing Iran conflict that has triggered an unprecedented disruption of global energy markets, said Chief Executive Officer Mike Wirth The second-largest North American oil company has seen the terms on offer from would-be partners improve recently, Wirth said during the Bloomberg Energy Security Executive Briefing in Houston on Friday. Chevron relies on the Middle East for about 5% of its global output, which is less than some international rival that get 20% or more of their overall production from the region, he said. Wirth’s comments followed an appearance by US Energy Secretary Chis Wright , who said toughly 7 million barrels of daily oil and fuel shipments are flowigng through the Strait of Hormuz, or about half of the volumes stranded at the start of the conflict. Those figures excluded several millions barrels that were diverted from the Persian Gulf to alternative ports, Wright noted. Wright also said the US will fully reopen the waterway with or without Iran’s assistance. International crude prices fell overnight to the lowest since the early weeks of the Iran war. Bloomberg reported earlier in the day that the US and Iran may sign an agreement to reopen the Strait of Hormuz as soon as next week, citing senior officials.

David Tepper’s Appaloosa Management cut its Microsoft position by roughly 82% in the first quarter of 2026, while Bill Ackman’s Pershing Square went the other direction, initiating a brand-new stake of roughly 5.65 million shares worth about $2.09 billion at quarter-end. Ackman started accumulating in February after Microsoft (NASDAQ:MSFT) sold off following fiscal Q2 earnings, ... David Tepper Cuts Microsoft 82%, Billionaire Bill Ackman Buys $2 Billion of It. Who’s Winning?

Huawei Technologies is studying whether to run its newest Ascend artificial intelligence chips inside its cloud and AI services in Latin America, a senior executive has confirmed, in a move that would push Chinese-designed hardware deeper into a region long courted by US suppliers. Mark Chen, president of Huawei Cloud Latin America, gave the confirmation in an exclusive interview with the South China Morning Post after his presentation at the Rio Web Summit, the technology and innovation...

Meta Platforms, Inc. (NASDAQ:META) is one of the 7 Best Compounder Stocks to Buy Now. On June 4, 2026, Meta Platforms, Inc. (NASDAQ:META) announced the launch of Instagram Plus, a new subscription designed to offer additional features across Instagram. Meta said the existing Instagram experience “will always be free,” while Instagram Plus is an “optional […]

Meta Platforms (META) Launches Instagram Plus Subscription Globally Yahoo! Finance Canada

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 7 Best Compounder Stocks to Buy Now. On June 4, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) CEO C.C. Wei said global chip supply is expected to remain constrained relative to AI-driven demand for years, Bloomberg’s Debby Wu reported. Wei said that even with expanded […]

Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply Yahoo Finance

Maximusnd/iStock via Getty Images Thesis We have not covered the Cohen & Steers Total Return Realty Fund ( RFI ) closed end fund for quite a while, with our last article on the name from 2023. Interesting to note however that the vehicle delivered a performance equivalent to its distribution rate since, with the price virtually unchanged. We are going to re-visit this name today because REITs have done surprisingly well into 2026 despite a rising rates environment, with the space potentially finally bottoming out after a very long period. What does this CEF do? Let us start by looking at the fund objective : The investment objective of the Fund is to seek to achieve a high total return through investment in real estate securities. Real estate securities include common stocks, preferred stocks and other equity securities of any market capitalization issued by real estate companies, including real estate investment trusts (REITs) and similar REIT-like entities This CEF focuses on REIT equities, and it comes with no leverage, which is unusual in the CEF space. The name comes from the specialty manager Cohen & Steers, a known company in the REIT space. The fund has a composition which is a blend of conservative sectors and trending ones: Sectors (Fund Fact Sheet) We can see from the above table that 'Health Care' REITs are the top exposure at 15%, followed by 'Data Centers' at 13%. Health Care is a conservative sector, while data centers represent an extension of the AI theme, more specifically the AI infrastructure space. The REIT has small sleeves for corporate bonds and preferred shares as well. In terms of top exposures we see the following for the name: Top 10 names (Fund Fact Sheet) Welltower ( WELL ) represents 12% of the fund, which is a very concentrated position. Digital Realty Trust ( DLR ) is the second largest position at 7.5%, and in fact the top-10 names make up half the fund. The fund is an active one, thus exposures can change as the portfolio managers ...

ORCL shares plunge despite record Q4 as heavy AI spending, negative cash flow and dilution fears overshadow strong cloud growth and bold guidance.

Oracle Shares Tank Despite Q4 Earnings Beat: Hold the Stock Now? TradingView

Exxon Mobil evaluates potential buyout of Australia Woodside Energy, Bloomberg News reports Reuters

Gold's record rally falters as bulls run into Fed rate expectations, stronger dollar Reuters

格隆汇6月12日｜美国总统特朗普在社交平台上发布了伊朗外长阿拉格齐关于美伊协议的推文截图。

Marvell Technology公司周四宣布，任命 Adobe 首席财务官Dan Durn为公司新任CFO，任期自2026年6月15日起生效。Durn此前已在Marvell董事会任职两年，此番转任管理核心，被分析师视为“无缝过渡”。公司同时重申了此前发布的第二财季业绩展望。 Durn在半导体及企业技术领域拥有超过三十年财务领导经验。在加入Adobe之前，他曾担任 应用材料 高级副总裁兼CFO，并在恩智浦与飞思卡尔合并后担任执行副总裁兼CFO，还曾任格芯CFO。他拥有哥伦比亚商学院金融MBA学位及美国海军学院控制系统工程学士学位。 Durn的离职对Adobe而言正值多事之秋。就在三个月前，长期担任CEO的Shantanu Narayen已宣布今年卸任。Adobe股价今年已累计下跌约37%，徘徊在七年低点附近。有分析师指出，投资者同时面临CEO和CFO两大核心岗位的过渡，感到不安是可以理解的。 Marvell董事长兼CEO Matt Murphy在声明中表示，Durn在过去两年担任董事期间已深入了解公司及其长期增长战略，他在半导体行业的财务领导经验极为罕见，能够帮助公司在AI基础设施建设的浪潮中持续取胜。 Marvell今年股价累计上涨超过230%，此前英伟达CEO黄仁勋在Computex上公开称Marvell为“下一个万亿美元公司”，并已向Marvell投资20亿美元。公司预计2027财年营收将增长40%至近115亿美元，2028财年进一步增长45%至165亿美元。 责任编辑：张俊 SF065

Shares of SanDisk (NASDAQ:SNDK) are up 6% in Friday morning trading, changing hands near $1,989, while Western Digital (NASDAQ:WDC) stock up 6% to $561. The bid adds another leg to a furious AI storage melt-up that has lifted memory and disk-drive names into record territory. SNDK stock has staged one of the most extreme runs ... SanDisk and Western Digital Jump 6% as Traders Battle Over the AI Storage Stock Melt-Up

Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned cash to make a purchase, is that they expect to make money. Today we

With earnings growth driving stock prices higher, it'd be wise to upgrade your exposure to this theme.

Key PointsS&P 500 earnings growth is forecast to come in at 22% in 2026 and 15% in 2027.

AMKR's HDFO platform gains traction as AI-driven packaging demand rises, but supply limits and fierce competition could test execution.

Can HDFO Adoption Strengthen Amkor's Compute Growth Opportunity? TradingView

City has become caught up in the drama as team stands on brink of a first NBA championship in 53 years After the New York Knicks’ furious comeback over the San Antonio Spurs on Wednesday night, the last place anyone in the city wanted to be was at home. Taylor Swift and Larry David were among the celebrities who lingered at Madison Square Garden after the final buzzer sounded on the 107-106 victory as Frank Sinatra’s New York, New York washed over the arena. The former Knick Iman Shumpert, sporting his old No 21 jersey, made a beeline from the arena to Times Square to join the stunned celebration. All over the city, car horns blared, raucous watch parties spilled on to the streets and perfect strangers greeted one another by barking “Go Knicks!”. As they might put it on Broadway: it was just one of those nights. Continue reading...

Oracle (ORCL) Faces Stock Decline Despite Record Earnings Report GuruFocus

格隆汇6月12日｜SpaceX IPO开盘预示价已经下滑至150美元，较IPO发行价135美元涨11.1%。

Qualcomm (QCOM) Price Target Raised by Wells Fargo Ahead of Inve GuruFocus

One of motorsport's three biggest races takes place this weekend in France. It is the annual 24 Hours of Le Mans, an endurance race that, together with the Indianapolis 500 and the Monaco Grand Prix, make up the 'triple crown,' an unofficial achievement that only the late Graham Hill can claim to have won. This year, 62 different cars take the start, racing on a mix of permanent race track but also public roads that for the rest of the year are how locals get to the supermarket or the local McDos. It's not the oldest race in the world, but it's up there—it was first held in 1923, and this year will be the 94th running. It was started as a way to give the automotive industry a grueling test for their new machinery and has remained the area of motorsport with the most road relevance. Disc brakes crossed over from aerospace to road cars at Le Mans, and better brakes continue to be tested there today , but it's also where companies like Porsche and Audi and Toyota proved new hybrid technology, brake-by-wire systems, direct-injection engines, and advanced headlights, to name but a few . This year, the 62 cars are split across three different classes, each crewed by three drivers who take shifts at the wheel. Some of the drivers are pros—among the world's very best. But plenty are amateurs; in the past, lots of dentists, oddly enough. But with the cost of racing these days, it's the tech bros. The Ruby on Rails creator, the co-founder of GitHub, and the co-founder of Crowdstrike are all racing in the LMP2 class. And Valve's Gabe Newell owns the Aston Martin team that is competing in both Hypercar—with the outrageous-looking and -sounding Valkyrie—as well as in LMGT3, where his son Gray will be one of the drivers. Read full article Comments