The Trump administration has just decided to spend another $13 billion of taxpayers’ money on a federal boondoggle that already overcharges us $76 billion a year.
The Trump administration has just decided to spend another $13 billion of taxpayers’ money on a federal boondoggle that already overcharges us $76 billion a year.
Shares of Oracle are trading at a steep discount to their 200-day moving average as Wall Street doubts the company can hit its ambitious 2030 financial targets.
Shares of Oracle are trading at a steep discount to their 200-day moving average as Wall Street doubts the company can hit its ambitious 2030 financial targets.
Amazon Web Services and Uber expanded their partnership, with Uber adopting Amazon's Graviton and Trainium3 chips for its workloads. Amazon joined Anthropic's Project Glasswing cybersecurity AI initiative as a launch partner, gaining early access to advanced threat detection tools. Martha Stewart selected Amazon for the exclusive launch of a new kitchen electrics line on the platform. These update...
Amazon Web Services and Uber expanded their partnership, with Uber adopting Amazon's Graviton and Trainium3 chips for its workloads. Amazon joined Anthropic's Project Glasswing cybersecurity AI initiative as a launch partner, gaining early access to advanced threat detection tools. Martha Stewart selected Amazon for the exclusive launch of a new kitchen electrics line on the platform. These updates arrive as Amazon.com (NasdaqGS: AMZN) trades at $213.77, with the share price up 25.3% over...
Oracle has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Supply Chain Planning Solutions: Discrete Industries and the 2026 Gartner® Magic Quadrant™ for Supply Chain Planning Solutions: Process Industries for Oracle Fusion Cloud Supply Chain Planning. Oracle was recognized based on its Ability to Execute and Completeness of Vision in both reports.
Oracle has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Supply Chain Planning Solutions: Discrete Industries and the 2026 Gartner® Magic Quadrant™ for Supply Chain Planning Solutions: Process Industries for Oracle Fusion Cloud Supply Chain Planning. Oracle was recognized based on its Ability to Execute and Completeness of Vision in both reports.
Abstract Aerial Art/DigitalVision via Getty Images Red Cat Holdings, Inc. ( RCAT ) is up around 8% in premarket trading on Wednesday, moving mainly in sympathy with the overall market recovery on the ceasefire talks between the U.S. and Iran. Seeking Alpha The stock has been through it over the past month, down over 20%, and over the past 6 months, down another 18%. Still, year to date, the stock ...
Abstract Aerial Art/DigitalVision via Getty Images Red Cat Holdings, Inc. ( RCAT ) is up around 8% in premarket trading on Wednesday, moving mainly in sympathy with the overall market recovery on the ceasefire talks between the U.S. and Iran. Seeking Alpha The stock has been through it over the past month, down over 20%, and over the past 6 months, down another 18%. Still, year to date, the stock is up around 52%. I last covered Red Cat in mid September of last year, and saw more upside following the inclusion of the Black Widow drone in the NATO NSPA catalog, maintaining my buy from mid- August , with the stock up over 43.6% since then, outperforming the market, with the S&P 500 ( SP500 ) up 2.5% during the same period. TheTechie I called RCAT “my favorite drone stock this year” back in 2025, and I think that worked out well in retrospect, and I’m doubling down this year. I remain convinced there’s more upside ahead for the stock, and think the dip over the past month and 6 months is worth buying. Back in September, I said that “Red Cat offers a medium-risk, high-reward opportunity with some very nice contracts and accelerator catalysts over the next 12 to 24 months.” That said, today's ceasefire-driven move is largely noise for my long-term investment thesis. This is not a defense stock that benefits from de-escalation. The company benefits from the structural, multi-year shift in how Western militaries procure and deploy unmanned systems, and that trend does not reverse on a two-week pause in the Iran war. So, let's separate the premarket jump from the investment thesis, since the latter has gotten materially stronger since my September note. What has changed since September The news flow since my last coverage has been dense, so let’s jump right in. The company reported Q4 '25 on the 18th of March, and the stock dipped around 22% in the 2 trading days that followed. Revenue for the quarter came in at $26.2 million, up 1,985% year over year and 172% sequentially,...