SBI Securities Co. Ltd. grew its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 129.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,848 shares of the enterprise software provider's stock after purchasing an additional 14,564 shares during the period. SBI Securities Co. Ltd.'s holdings in Oracle...
SBI Securities Co. Ltd. grew its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 129.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,848 shares of the enterprise software provider's stock after purchasing an additional 14,564 shares during the period. SBI Securities Co. Ltd.'s holdings in Oracle were worth $7,269,000 as of its most recent SEC filing. Several other institutional investors and hedge funds have also made changes to their positions in the company. Howe & Rusling Inc. grew its holdings in Oracle by 10.5% during the 3rd quarter. Howe & Rusling Inc. now owns 6,890 shares of the enterprise software provider's stock valued at $1,938,000 after purchasing an additional 654 shares in the last quarter. Gallacher Capital Management LLC boosted its position in Oracle by 4.3% in the 3rd quarter. Gallacher Capital Management LLC now owns 1,423 shares of the enterprise software provider's stock valued at $400,000 after buying an additional 59 shares during the last quarter. Savant Capital LLC grew its stake in shares of Oracle by 12.9% during the third quarter. Savant Capital LLC now owns 95,458 shares of the enterprise software provider's stock valued at $26,847,000 after acquiring an additional 10,929 shares in the last quarter. J.W. Cole Advisors Inc. grew its stake in shares of Oracle by 0.7% during the third quarter. J.W. Cole Advisors Inc. now owns 68,653 shares of the enterprise software provider's stock valued at $19,308,000 after acquiring an additional 479 shares in the last quarter. Finally, Lokken Investment Group LLC increased its position in shares of Oracle by 35.7% during the third quarter. Lokken Investment Group LLC now owns 2,738 shares of the enterprise software provider's stock worth $770,000 after acquiring an additional 721 shares during the last quarter. 42.44% of the stock is currently owned by hedge funds and other institutional investors....
Shell Chief Executive Officer Wael Sawan discusses the company's performance as its fourth-quarter profit slumped, undershooting expectations. "There is indeed a bit of oversupply at the moment," he tells Bloomberg Television. Sawan also comments on Shell's buybacks as the oil company maintained its quarterly share buyback of $3.5 billion. "We are preferentially allocating capital to buybacks beca...
Shell Chief Executive Officer Wael Sawan discusses the company's performance as its fourth-quarter profit slumped, undershooting expectations. "There is indeed a bit of oversupply at the moment," he tells Bloomberg Television. Sawan also comments on Shell's buybacks as the oil company maintained its quarterly share buyback of $3.5 billion. "We are preferentially allocating capital to buybacks because we still see a very attractive buyback in Shell," he adds. (Source: Bloomberg)
This photograph shows a partial view of a Volvo X30 electric car with the company logo at the Volvo factory in Ghent on April 25, 2025. This factory will produce the Volvo X30 100% electric model for the European market. Nicolas Tucat | Afp | Getty Images Shares of Sweden's Volvo Cars tumbled as much as 19% on Thursday morning, putting the company on track for its worst trading day ever. The autom...
This photograph shows a partial view of a Volvo X30 electric car with the company logo at the Volvo factory in Ghent on April 25, 2025. This factory will produce the Volvo X30 100% electric model for the European market. Nicolas Tucat | Afp | Getty Images Shares of Sweden's Volvo Cars tumbled as much as 19% on Thursday morning, putting the company on track for its worst trading day ever. The automaker, which is owned by China's Geely Holding, posted a substantial drop in fourth-quarter operating profit, citing the impact of U.S. tariffs, negative currency effects and weak demand. Volvo Cars said fourth-quarter operating income excluding items affecting comparability fell by 68% to 1.8 billion Swedish krona ($200.46 million) compared to same period a year prior. "The company's fourth quarter performance was affected by several external factors, such as EU-US import tariffs and the negative currency effect of a stronger Swedish krona," Volvo Cars said in a statement. "On top of that, revenues were affected by weak demand putting pressure on pricing and the removal of EV incentives in the US, which negatively impacted sales in the quarter," the company added. Shares of Volvo Cars were last seen down 16.5%, having pared some of its earlier losses. A single-session fall of more than 11.2% would reflect the firm's worst trading day ever. This is breaking news. Please refresh for updates.
Alex Wong/Getty Images News President Donald Trump said he would stay out of the takeover battle between Netflix ( NFLX ) and Paramount Skydance ( PSKY ) over Warner Bros. Discovery ( WBD ), a marked shift from two months ago, when he said he would be involved in the deal's approval process. "I haven't been involved," Trump told NBC News in an interview. "I've been called by both sides. It's the t...
Alex Wong/Getty Images News President Donald Trump said he would stay out of the takeover battle between Netflix ( NFLX ) and Paramount Skydance ( PSKY ) over Warner Bros. Discovery ( WBD ), a marked shift from two months ago, when he said he would be involved in the deal's approval process. "I haven't been involved," Trump told NBC News in an interview. "I've been called by both sides. It's the two sides, but I've decided I shouldn't be involved. The Justice Department will handle it." "There's a theory that one of the companies is too big and it shouldn't be allowed to do it, and the other company is saying something else," he added . "They're beating the hell out of each other — and there'll be a winner." In December, Trump said Netflix ( NFLX ) had a "very big" market share, which would go up by a lot if it bought Warner Bros.' ( WBD ) assets. "That's going to be for some economists to tell. I'll be involved in that decision, too." Netflix ( NFLX ) offered to buy Warner Bros. ( WBD ) studio and streaming assets at an enterprise value of $82.7B. WBD's board has backed this offer. Paramount ( PSKY ) launched a hostile bid for the entire company, including Warner Bros.' ( WBD ) cable networks like CNN, with an enterprise value of over $108B. Paramount recently extended the deadline for its bid to Feb. 20. Related news Netflix And Warner Bros. Discovery Discover A New Path Forward Netflix: A Buy With Or Without Warner Bros. Discovery Paramount CEO Ellison declined Senate hearing invite on Warner Bros. Warner Bros. Discovery vote on Netflix deal likely to be held in March State AGs urged by filmmakers, small theaters to block Netflix-Warner Bros. deal
Triglav Investments D.O.O. lessened its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 11.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 106,850 shares of the enterprise software provider's stock after selling 13,300 shares during the quarter. Oracle comprises about 2.0% of Triglav Investments D.O.O.'s ...
Triglav Investments D.O.O. lessened its stake in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 11.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 106,850 shares of the enterprise software provider's stock after selling 13,300 shares during the quarter. Oracle comprises about 2.0% of Triglav Investments D.O.O.'s holdings, making the stock its 13th biggest holding. Triglav Investments D.O.O.'s holdings in Oracle were worth $30,050,000 as of its most recent filing with the Securities and Exchange Commission. Get Oracle alerts: Sign Up Several other large investors have also modified their holdings of the stock. BI Asset Management Fondsmaeglerselskab A S raised its stake in Oracle by 20.2% during the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 323,834 shares of the enterprise software provider's stock worth $91,075,000 after acquiring an additional 54,326 shares in the last quarter. SBI Securities Co. Ltd. grew its holdings in shares of Oracle by 129.1% during the third quarter. SBI Securities Co. Ltd. now owns 25,848 shares of the enterprise software provider's stock worth $7,269,000 after purchasing an additional 14,564 shares during the last quarter. Howe & Rusling Inc. increased its position in shares of Oracle by 10.5% during the third quarter. Howe & Rusling Inc. now owns 6,890 shares of the enterprise software provider's stock worth $1,938,000 after purchasing an additional 654 shares in the last quarter. Gallacher Capital Management LLC lifted its holdings in shares of Oracle by 4.3% in the 3rd quarter. Gallacher Capital Management LLC now owns 1,423 shares of the enterprise software provider's stock valued at $400,000 after purchasing an additional 59 shares during the last quarter. Finally, Savant Capital LLC boosted its position in shares of Oracle by 12.9% in the 3rd quarter. Savant Capital LLC now owns 95,458 shares of the enterprise software provid...
Hardman Johnston Global Advisors LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 19.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 186,670 shares of the iPhone maker's stock after selling 43,840 shares during the quarter. Apple makes up about 2.3% of Hardman Johnston Global Advisors LLC...
Hardman Johnston Global Advisors LLC trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 19.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 186,670 shares of the iPhone maker's stock after selling 43,840 shares during the quarter. Apple makes up about 2.3% of Hardman Johnston Global Advisors LLC's investment portfolio, making the stock its 13th largest holding. Hardman Johnston Global Advisors LLC's holdings in Apple were worth $47,532,000 as of its most recent SEC filing. Get Apple alerts: Sign Up Several other institutional investors have also added to or reduced their stakes in AAPL. Capstone Wealth Management LLC lifted its holdings in Apple by 0.5% during the third quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock valued at $2,174,000 after purchasing an additional 42 shares in the last quarter. Baker Boyer National Bank lifted its stake in shares of Apple by 0.3% during the 2nd quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker's stock valued at $3,695,000 after buying an additional 47 shares in the last quarter. Beddow Capital Management Inc. boosted its holdings in Apple by 1.8% in the 2nd quarter. Beddow Capital Management Inc. now owns 2,597 shares of the iPhone maker's stock worth $533,000 after buying an additional 47 shares during the period. Uncommon Cents Investing LLC increased its stake in Apple by 0.4% in the 3rd quarter. Uncommon Cents Investing LLC now owns 10,609 shares of the iPhone maker's stock worth $2,701,000 after buying an additional 47 shares in the last quarter. Finally, Vermillion Wealth Management Inc. raised its holdings in Apple by 0.5% during the third quarter. Vermillion Wealth Management Inc. now owns 9,646 shares of the iPhone maker's stock valued at $2,456,000 after acquiring an additional 47 shares during the period. 67.73% of the stock is currently owned by ...
First Fiduciary Investment Counsel Inc. cut its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 29.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,203 shares of the enterprise software provider's stock after selling 21,454 shares during the quarter. Oracle makes up 2.9% o...
First Fiduciary Investment Counsel Inc. cut its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 29.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,203 shares of the enterprise software provider's stock after selling 21,454 shares during the quarter. Oracle makes up 2.9% of First Fiduciary Investment Counsel Inc.'s portfolio, making the stock its 9th largest position. First Fiduciary Investment Counsel Inc.'s holdings in Oracle were worth $14,682,000 as of its most recent SEC filing. Get Oracle alerts: Sign Up Other large investors also recently modified their holdings of the company. Darwin Wealth Management LLC grew its stake in shares of Oracle by 130.0% in the third quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after buying an additional 65 shares in the last quarter. Winnow Wealth LLC acquired a new stake in Oracle in the second quarter valued at $28,000. Financial Consulate Inc. bought a new position in shares of Oracle in the 3rd quarter valued at about $37,000. Corundum Trust Company INC acquired a new position in shares of Oracle during the 3rd quarter worth about $39,000. Finally, Kilter Group LLC bought a new stake in shares of Oracle in the 2nd quarter valued at about $30,000. 42.44% of the stock is currently owned by institutional investors and hedge funds. Trending Headlines about Oracle Here are the key news stories impacting Oracle this week: Analyst Ratings Changes A number of research firms recently commented on ORCL. KeyCorp reduced their price target on Oracle from $350.00 to $300.00 and set an "overweight" rating for the company in a report on Thursday, December 11th. DA Davidson reduced their target price on Oracle from $200.00 to $180.00 and set a "neutral" rating for the company in a research note on Thursday, December 11th. Oppenheimer reissued...
Mesut Dogan/iStock Editorial via Getty Images Investment Thesis In my view, Oracle ( ORCL ) has finally found a legitimate place within the AI ecosystem, but that doesn’t mean risk has disappeared; it has simply changed shape. The company managed to reposition itself as a relevant player by offering neutral, multicloud infrastructure and data centers highly optimized for model training, which rema...
Mesut Dogan/iStock Editorial via Getty Images Investment Thesis In my view, Oracle ( ORCL ) has finally found a legitimate place within the AI ecosystem, but that doesn’t mean risk has disappeared; it has simply changed shape. The company managed to reposition itself as a relevant player by offering neutral, multicloud infrastructure and data centers highly optimized for model training, which remains a real bottleneck for anyone developing AI at scale. That shift helps explain why Oracle moved back onto the market’s radar after years of being treated as a mature tech giant with little growth narrative. That said, I don’t see Oracle as a “new Nvidia ( NVDA ),” nor as a hyperscaler with virtually unlimited cash. Much of the growth the market has started to price in comes from large, long-term contracts, where revenue recognition is spread over time, while the investment required to support that strategy is heavy and front-loaded. Capex has surged, execution has become more complex, and reliance on a relatively small number of large customers increases risk asymmetry, especially if the AI investment cycle loses momentum or if those customers decide to internalize more capacity down the road. After the recent pullback in the stock, from around $200 to roughly $150, valuation looks less stretched than it did a few weeks ago. Still, to me, that doesn’t change the core issue of the case. Oracle needs to prove it can turn this new strategic positioning into consistent cash generation without putting excessive pressure on its balance sheet. For that reason, despite seeing structural value in the strategy and acknowledging that the market may have been overly pessimistic in the past, the most prudent stance at this point is a Hold, with far more emphasis on execution than on narrative. Oracle at a Glance Oracle Corporation is a multinational technology giant founded in 1977, headquartered in Austin, Texas, with a global footprint across enterprise software, databases, and clo...
Mesut Dogan/iStock Editorial via Getty Images Investment Thesis In my view, Oracle ( ORCL ) has finally found a legitimate place within the AI ecosystem, but that doesn’t mean risk has disappeared; it has simply changed shape. The company managed to reposition itself as a relevant player by offering neutral, multicloud infrastructure and data centers highly optimized for model training, which rema...
Mesut Dogan/iStock Editorial via Getty Images Investment Thesis In my view, Oracle ( ORCL ) has finally found a legitimate place within the AI ecosystem, but that doesn’t mean risk has disappeared; it has simply changed shape. The company managed to reposition itself as a relevant player by offering neutral, multicloud infrastructure and data centers highly optimized for model training, which remains a real bottleneck for anyone developing AI at scale. That shift helps explain why Oracle moved back onto the market’s radar after years of being treated as a mature tech giant with little growth narrative. That said, I don’t see Oracle as a “new Nvidia ( NVDA ),” nor as a hyperscaler with virtually unlimited cash. Much of the growth the market has started to price in comes from large, long-term contracts, where revenue recognition is spread over time, while the investment required to support that strategy is heavy and front-loaded. Capex has surged, execution has become more complex, and reliance on a relatively small number of large customers increases risk asymmetry, especially if the AI investment cycle loses momentum or if those customers decide to internalize more capacity down the road. After the recent pullback in the stock, from around $200 to roughly $150, valuation looks less stretched than it did a few weeks ago. Still, to me, that doesn’t change the core issue of the case. Oracle needs to prove it can turn this new strategic positioning into consistent cash generation without putting excessive pressure on its balance sheet. For that reason, despite seeing structural value in the strategy and acknowledging that the market may have been overly pessimistic in the past, the most prudent stance at this point is a Hold, with far more emphasis on execution than on narrative. Oracle at a Glance Oracle Corporation is a multinational technology giant founded in 1977, headquartered in Austin, Texas, with a global footprint across enterprise software, databases, and clo...
KB Financial press release ( KB ): Q4 Net Interest Income of ₩3368.2B (+1.0% Y/Y). Profit for the period of ₩748.6B. More on KB Financial KB Financial: The Kospi Rally Might Be Over, And Results Could Be More Tame Seeking Alpha’s Quant Rating on KB Financial Historical earnings data for KB Financial Dividend scorecard for KB Financial Financial information for KB Financial
KB Financial press release ( KB ): Q4 Net Interest Income of ₩3368.2B (+1.0% Y/Y). Profit for the period of ₩748.6B. More on KB Financial KB Financial: The Kospi Rally Might Be Over, And Results Could Be More Tame Seeking Alpha’s Quant Rating on KB Financial Historical earnings data for KB Financial Dividend scorecard for KB Financial Financial information for KB Financial
Key Points President Trump says tariffs have strengthened the economy, but GDP growth was actually below average during the first nine months of 2025. The S&P 500's forward price-to-earnings ratio is above 22, an expensive valuation that has historically correlated with oncoming bear markets. The S&P 500 has suffered a median intra-year drawdown of 19% during midterm election years because policy ...
Key Points President Trump says tariffs have strengthened the economy, but GDP growth was actually below average during the first nine months of 2025. The S&P 500's forward price-to-earnings ratio is above 22, an expensive valuation that has historically correlated with oncoming bear markets. The S&P 500 has suffered a median intra-year drawdown of 19% during midterm election years because policy uncertainty weighs on investor sentiment. 10 stocks we like better than S&P 500 Index › The S&P 500 (SNPINDEX: ^GSPC) has advanced 1% year to date, and the benchmark index for U.S. stocks sits within a percentage point of its record high. However, the economic fallout from President Trump's tariffs, coupled with high valuations and midterm elections, could cause the stock market to decline sharply or even crash in 2026. Here's what investors should know. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » President Trump says tariffs are strengthening the economy and exporters are paying the bill, but data suggests otherwise In January, President Trump wrote an editorial in The Wall Street Journal. He said the tariffs imposed by his administration, which have raised the average tax on U.S. imports fivefold, have led to "extraordinarily high economic growth!" But that is a wild misrepresentation: While real GDP growth was well above average in the second and third quarters of 2025, the economy contracted in the first quarter. Collectively, real GDP increased 2.51% during the first nine months of 2025. That is actually below the 10-year average (2.75%), the 30-year average (2.58%), and the 50-year average (2.84%). Furthermore, artificial intelligence (AI) spending contributed 0.97 percentage points to real GDP growth during the first nine months of 2025, according to the Federal Reserve Bank of St. Louis. That means real GDP would have increased just 1.54% without AI spending. President Trump's...