TD Cowen said Oracle could be looking to trim its workforce by about 18% and sell its health tech unit, Cerner. The Oracle logo is displayed on a mobile phone with the company's branding seen in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images) Oracle’s debt-fueled data center expansion has drawn concerns, prompting a sharp sell-off in its stock in recent months. Last year, Oracle ...
TD Cowen said Oracle could be looking to trim its workforce by about 18% and sell its health tech unit, Cerner. The Oracle logo is displayed on a mobile phone with the company's branding seen in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images) Oracle’s debt-fueled data center expansion has drawn concerns, prompting a sharp sell-off in its stock in recent months. Last year, Oracle raised its 2026 capital expenditure view by $15 billion to $50 billion and, on Sunday, said it would raise the entire amount through equity and debt. Oracle shares have declined about 50% from their September peak. Oracle, Inc. shares declined 4% in early premarket trading on Monday, amid fresh buzz around layoffs and the company’s newly announced capital raising plan for 2026. A note from TD Cowen from last week, which claimed the cloud company could be considering workforce cuts as it aggressively builds new data centers, came into focus early Monday. The Layoffs Scenario Oracle could cut up to 30,000 jobs and sell health tech unit Cerner to ease its AI datacenter financing challenges, TD Cowen analysts had said, according to a report in tech publication The Register. That would affect 18.5% of Oracle’s total global strength of 162,000 as of May 2025. The research firm said the retrenchment, if it occurs, would be to improve the company’s financial health amid investor concerns about its debt-fueled data center buildout. The concerns are primarily driven by Oracle’s $ 300 billion deal to supply cloud infrastructure to OpenAI, announced last September. TD Cowen estimates the OpenAI deal alone will require $156 billion in capital spending for 3 million graphics processing units and other IT equipment, among other items. This year, "both equity and debt investors have raised questions about Oracle's ability to finance this build-out as demonstrated by widening of Oracle credit default swap (CDS) spreads and pressure on Oracle stock/bonds," TD Cowen said in its note, accordin...
在 AI 重构底层逻辑的同时，其在各垂直领域的落地应用已进入实操阶段，提质增效成为行业共识，而组织适配与技术迭代则成为落地关键。 1 月 30 日，第一财经 “科创未来行” 2026 年度首场 AI 产业主题沙龙于上海成功启幕。本次活动以构建 AI 新生产力为核心主题，聚焦 AI 技术落地实践与商业创新升级，汇聚学界权威、企业领袖、投资精英与实战专家，从 GEO（生成式引擎优化）、Agent（智能...
在 AI 重构底层逻辑的同时，其在各垂直领域的落地应用已进入实操阶段，提质增效成为行业共识，而组织适配与技术迭代则成为落地关键。 1 月 30 日，第一财经 “科创未来行” 2026 年度首场 AI 产业主题沙龙于上海成功启幕。本次活动以构建 AI 新生产力为核心主题，聚焦 AI 技术落地实践与商业创新升级，汇聚学界权威、企业领袖、投资精英与实战专家，从 GEO（生成式引擎优化）、Agent（智能体）等核心维度切入，深度解构生成式 AI 时代商业革命的底层逻辑，探索产业智能化转型的可行路径。 作为 AI 领域垂直行业沙龙，本次活动吸引超 150 位关注 AI 商业化应用的各界人士齐聚一堂，共同探讨 AI 技术对生产力革新、行业格局重构、商业逻辑重塑的深层影响，见证 AI 新生产力赋能产业发展的全新可能。 打破生产力边界 ， AI 开启新红利时代 AI 对产业的变革，始于生产力核心要素与底层逻辑的重构。中欧国际工商学院经济与决策学教授、中欧 AI 与管理创新研究中心主任方跃指出，AI 应用最本质的突破，是打破了生产力三大要素的传统边界 —— 如今的 AI 兼具生产工具、劳动力双重属性，同时通过处理海量数据成为生产资料的重要载体，这种跨界融合是以往任何技术变革都未实现的突破。 尽管当前 AI 发展仍面临能力培养、数据质量、风险管控等现实问题，但方跃强调，AI 走向自动决策、自动执行是必然趋势。以 GEO 发展为核心案例，AI 正重构注意力分配与价值捕获机制，持续颠覆互联网时代的传统商业逻辑，催生全新商业模式。未来人机分工将走向最优解：AI 做执行、人做决策，人类核心角色将从具体操作转向价值判断、资源分配优先级界定与结果监测。 虎博科技 CEO 卢鑫则从企业竞争视角，提出 “AI 新红利时代，企业正在被重新排序”。她表示，高速增长的 AI 正颠覆传统流量格局，成为新的超级流量入口与用户决策入口。在 AI 的精准赋能下，用户决策路径大幅缩短，企业用户决策成本显著下降，AI 已在 70% 以上场景中对决策产生重要影响。 这一变化直接重构了企业竞争的核心逻辑，卢鑫强调，随着 AI 成为用户决策的主导力量，承担筛选、推荐、降低决策成本的核心作用，未进入 AI 推荐列表的企业，将直接被排除在竞争之外，企业营销增长的核心也从传统的渠道竞争，转向 AI 时代的决策入口竞争。 当前 AI...
This ETF is a great way to invest in bonds. I aspire to eventually become financially independent. For me, it's not about the size of my portfolio but whether it's producing enough passive income to cover my basic living expenses. That's leading me to lean into investing in income-generating assets. Bonds are becoming more critical to my strategy because they produce income and help diversify my s...
This ETF is a great way to invest in bonds. I aspire to eventually become financially independent. For me, it's not about the size of my portfolio but whether it's producing enough passive income to cover my basic living expenses. That's leading me to lean into investing in income-generating assets. Bonds are becoming more critical to my strategy because they produce income and help diversify my stock-heavy portfolio. I'm using exchange-traded funds (ETFs) to invest in bonds. One of my favorites is the Vanguard Total Bond Market ETF (BND 0.04%). Here's why I continue to add to my position in this income-producing bond ETF. The Vanguard Total Bond Market ETF provides broad exposure to investment-grade bonds. This fund holds over 11,400 bonds from a range of issuers, including government agencies. Its holdings have an average yield to maturity of 4.3% and an average effective maturity of eight years. As a result, it should provide relatively stable interest income over the medium- to long-term. These high-quality bonds carry a low default risk. That makes them ideal for generating passive income and reducing a portfolio's risk profile. While bonds will lower a portfolio's upside potential, they help mute the impact of a bad year in the stock market. Expand NASDAQ : BND Vanguard Total Bond Market ETF Today's Change ( -0.04 %) $ -0.03 Current Price $ 73.98 Key Data Points Day's Range $ 73.92 - $ 74.05 52wk Range $ 71.41 - $ 75.15 Volume 336 The main reason I'm building a position in the Vanguard Total Bond Market ETF is to collect the relatively stable income it generates. This fund makes monthly distributions of the interest payments from its vast bond holdings. I plan to reinvest that income into additional sources of passive income. That includes continuing to buy more shares of this ETF to increase my income and lower my portfolio's risk profile. I view the Vanguard Total Bond Market ETF as a foundational holding that will help secure my financial future.
It used to be, when markets were in turmoil, investors knew which defensive assets offered safe haven. Gold. Treasuries. The dollar, yen and Swiss franc. And, of course, everyone’s favorite digital gold: Bitcoin. These trades are being turned on their heads at a time when investors are facing the riskiest geopolitical environment for decades. Gold — instead of being a reliably boring store of valu...
It used to be, when markets were in turmoil, investors knew which defensive assets offered safe haven. Gold. Treasuries. The dollar, yen and Swiss franc. And, of course, everyone’s favorite digital gold: Bitcoin. These trades are being turned on their heads at a time when investors are facing the riskiest geopolitical environment for decades. Gold — instead of being a reliably boring store of value — is behaving like a meme stock. After surging 30% this year to touch almost $5,600 an ounce, the precious metal plunged as much as 18% in just two trading sessions. “Gold, it’s a symbol of stability, but such a move is not a symbol of stability,” said Dominik Sperzel, the head of trading at Heraeus Precious Metals, a leading bullion refiner. “In my career it’s definitely the wildest that I have seen.” Silver is even more volatile — sinking as much as 36% on Friday after a 70% run up in January. It fell as much as 16% on Monday. So far, so wild. But gold and silver rallied because they were supposed to be the safe alternative to Treasuries and the dollar as investors quit US assets over President Donald Trump’s controversial policies — the so-called debasement trade . Despite a rebound in the greenback, many market participants are warning of further weakness. DoubleLine Capital CEOJeffrey Gundlach said last week the greenback hadn’t acted like a haven currency for a while. What about the yen? The Japanese currency has been under pressure amid concern Prime Minister Sanae Takaichi’s stimulus plans will spark a bond selloff. Over the weekend Takaichi talked up the benefits of a weaker yen , further undermining its outlook, before walking back her comments. Bitcoin, meanwhile, is approaching its weakest level since Trump retook the White House more than a year ago. That leaves the Swiss franc as favored haven . Even then, the currency’s 10-day volatility has surged to one of its highest levels in the past five years. Shelter, right now, is hard to find. What You Need to Kno...
Retirement Planning Group LLC NY grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 190.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,367 shares of the computer hardware maker's stock after purchasing an additional 10,737 shares during the quarter. NVIDIA comprises abou...
Retirement Planning Group LLC NY grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 190.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,367 shares of the computer hardware maker's stock after purchasing an additional 10,737 shares during the quarter. NVIDIA comprises about 2.3% of Retirement Planning Group LLC NY's investment portfolio, making the stock its 16th biggest position. Retirement Planning Group LLC NY's holdings in NVIDIA were worth $3,054,000 at the end of the most recent quarter. Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in shares of NVIDIA by 12.4% during the 4th quarter. Brighton Jones LLC now owns 324,901 shares of the computer hardware maker's stock valued at $43,631,000 after acquiring an additional 35,815 shares during the last quarter. Bank Pictet & Cie Europe AG grew its holdings in NVIDIA by 1.0% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 2,346,417 shares of the computer hardware maker's stock valued at $315,100,000 after purchasing an additional 22,929 shares during the last quarter. Highview Capital Management LLC DE raised its position in shares of NVIDIA by 6.7% in the fourth quarter. Highview Capital Management LLC DE now owns 58,396 shares of the computer hardware maker's stock valued at $7,842,000 after purchasing an additional 3,653 shares during the period. Hudson Value Partners LLC lifted its stake in shares of NVIDIA by 30.7% in the fourth quarter. Hudson Value Partners LLC now owns 50,658 shares of the computer hardware maker's stock worth $6,805,000 after buying an additional 11,900 shares during the last quarter. Finally, Wealth Group Ltd. boosted its holdings in shares of NVIDIA by 15.7% during the 1st quarter. Wealth Group Ltd. now owns 6,598 shares of the computer hardware maker's stock worth $715,000 a...
Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become a hot play as investors take a "picks and shovels" approach. But one long-time utilities analyst says that -- from a utilities perspective -- we're already set to overbuild capacity by twice as much ...
Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers, energy investment has become a hot play as investors take a "picks and shovels" approach. But one long-time utilities analyst says that -- from a utilities perspective -- we're already set to overbuild capacity by twice as much is needed. Andy DeVries, head of investment grade credit and head of utilities and power at CreditSights, talks to us about the math behind his infrastructure overbuild analysis, who's been making money (so far) from the data center boom, and what we already see playing out in the credit markets. (Source: Bloomberg)
Ric Roman Waugh’s predictable plot redeemed by fight choreography as Statham faces up to Bill Nighy, and casting of young Hamnet actor Bodhi Rae Breathnach Say what you like about Jason Statham, but he definitely knows his fanbase and gives them what they want. In his latest vehicle, he is back playing a former armed-forces operative haunted by his violent past who is compelled to take up weaponry...
Ric Roman Waugh’s predictable plot redeemed by fight choreography as Statham faces up to Bill Nighy, and casting of young Hamnet actor Bodhi Rae Breathnach Say what you like about Jason Statham, but he definitely knows his fanbase and gives them what they want. In his latest vehicle, he is back playing a former armed-forces operative haunted by his violent past who is compelled to take up weaponry again. This is basically the setup for the Transporter franchise in which he starred, many more works featuring Statham and, to be frank, most action movies, which are (let’s face it) basically variations on Achilles sulking in his tent in the Iliad until he is forced to fight once more. There is nothing new under the sun. Shelter, formulaically directed by Ric Roman Waugh ( Greenland ) working from a script by Ward Parry (The Shattering), feels populated by indestructible plastic tropes that have cracked and faded after years of scorching sun exposure. Statham plays Mason, once a special-forces super soldier with secrets who is first met hiding on a remote island in the Outer Hebrides, with only goodest boy German shepherd Jack for company. Fans of the John Wick franchise will immediately feel anxious about Jack’s future – although if you’ve seen Leon: The Professional you probably won’t feel so worried about young Jesse (Bodhi Rae Breathnach), an orphaned girl whom Mason takes under his wing when her only relative, her uncle, is killed in a boating accident. That little spark of kindness triggers MI6 to track Mason down, having first falsely identified him as a terrorist, and then sending assassins to kill him all of whom he swats away like so many flies. Continue reading...
(RTTNews) - European stocks were subdued on Monday as a global rout in metal and energy prices weighed on commodity-related stocks. Signs of easing U.S.-Iran tension and solid German retail sales data helped limit regional losses to some extent. Official data showed German retail sales rose 0.1 percent on a monthly basis in December, reversing November's 0.5 percent drop. On a yearly basis, retail...
(RTTNews) - European stocks were subdued on Monday as a global rout in metal and energy prices weighed on commodity-related stocks. Signs of easing U.S.-Iran tension and solid German retail sales data helped limit regional losses to some extent. Official data showed German retail sales rose 0.1 percent on a monthly basis in December, reversing November's 0.5 percent drop. On a yearly basis, retail sales posted an annual growth of 1.5 percent compared to an increase of 1.3 percent in November. The pan European Stoxx 600 dropped 0.3 percent to 609.41 after rising 0.6 percent on Friday. The German DAX slipped 0.1 percent, while France's CAC 40 and the U.K.'s FTSE 100 both were down around 0.2 percent. The dollar held onto its gains after U.S. House speaker Mike Johnson said it'll be a few days before a government funding package comes up for a vote in the House. Shares of Anglo American, Antofagasta and BP Plc were down 2-5 percent. Precious metals miner Fresnillo plunged nearly 8 percent. Julius Baer fell 1.4 percent after the Swiss bank reported a sharp drop in profits for 2025. French drugmaker Sanofi rose about half a percent after its genetic disorder drug showed promise in a late-stage trial. British investment firm 3i Infrastructure slumped 6.2 percent after it flagged a likely £212m write off of its position in DNS:NET. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.