Badger Meter's sales growth slowed again, causing a revenue miss that prompted today's sharp decline. Shares of leading water management and advanced metering infrastructure (AMI) provider Badger Meter (BMI 13.16%) are down 10% as of 11 a.m. ET on Wednesday following the company's fourth-quarter earnings release. For the full year, revenue, earnings per share (EPS), and free cash flow (FCF) grew b...
Badger Meter's sales growth slowed again, causing a revenue miss that prompted today's sharp decline. Shares of leading water management and advanced metering infrastructure (AMI) provider Badger Meter (BMI 13.16%) are down 10% as of 11 a.m. ET on Wednesday following the company's fourth-quarter earnings release. For the full year, revenue, earnings per share (EPS), and free cash flow (FCF) grew by 11%, 13%, and 19%, respectively. However, Badger Meter's sales only rose by 8% in Q4 -- and just 2% on an organic basis -- and it fell short of Wall Street's guidance, prompting today's decline. The stock is now down roughly 30% over the last year, following today's slide. Expand NYSE : BMI Badger Meter Today's Change ( -13.16 %) $ -21.64 Current Price $ 142.77 Key Data Points Market Cap $4.8B Day's Range $ 142.41 - $ 150.73 52wk Range $ 142.41 - $ 256.08 Volume 584K Avg Vol 273K Gross Margin 41.26 % Dividend Yield 0.90 % Is Badger Meter a falling knife or a discounted buy? I certainly understand the market's reaction today. Badger Meter's $221 million in Q4 sales was $11 million short of expectations. This miss is quite large. However, I'd argue a lot of things are going right operationally for Badger Meter: margins continue to improve as the company shifts toward tech-focused solutions Smart Cover (a 2025 acquisition for Badger) grew sales by 25% in 2025 landed the largest deal in company history for a project in Puerto Rico that will start in 2026 Software-as-a-Service sales grew by 27% and are now close to 10% of total sales Best yet, Chief Executive Officer Kenneth Bockhorst explained that things should turn around with time, stating, The second half of 2025 included a concentrated mix of concluding AMI turnkey projects, resulting in base revenue growth that was lower than our five-year forward outlook. Looking ahead, we expect this dynamic to persist through the first half of 2026, until several awarded projects begin multi-year turnkey deployments. After trading at...
特朗普警告伊朗時日無多 促盡快達成核協議 伊外長:已預備好應對襲擊 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普敦促伊朗盡快達成核協議,否則將面臨更猛烈的攻擊。 特朗普在社交平台發文,再強調正有一...
特朗普警告伊朗時日無多 促盡快達成核協議 伊外長:已預備好應對襲擊 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普敦促伊朗盡快達成核協議,否則將面臨更猛烈的攻擊。 特朗普在社交平台發文,再強調正有一支龐大艦隊駛向中東,伊朗時日無多,揚言美軍下一輪攻勢將比去年6月突襲伊朗的行動更加猛烈。 國務卿魯比奧則認為,加強中東軍力部署是謹慎決定,美軍必要時可先發制人。 伊朗最高領袖哈梅內伊的政治顧問沙姆哈尼警告,會報復美國、以色列及其支持者的目標。外長阿拉格齊則指,武裝部隊已預備好應對襲擊,同時強調歡迎任何基於互相尊重、公正且平衡的核協議。
海關破私煙儲存倉 檢約值500萬元貨拘一女 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】海關搗破一個私煙儲存倉,檢獲巿值約五百萬元私煙,拘捕一名59歲女子。 被捕女子黑布蒙頭,由海關人員押走。海關昨日在元朗截查...
海關破私煙儲存倉 檢約值500萬元貨拘一女 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】海關搗破一個私煙儲存倉,檢獲巿值約五百萬元私煙,拘捕一名59歲女子。 被捕女子黑布蒙頭,由海關人員押走。海關昨日在元朗截查一名女子,在她報稱居住的貨櫃屋內檢約112萬支懷疑未完稅香煙,應課稅值約370萬元,相信該批私煙供應元朗一帶。
Chipotle Mexican Grill ( CMG ) plans to bring back Chicken al Pastor as a limited-time protein menu item on February 10 across restaurants in the U.S., Canada, the U.K., France, and Germany. A promotion will see Chipotle Rewards members receiving early digital access on February 9. The menu item features marinated chicken seasoned with seared morita peppers, ground achiote, and pineapple juice, fi...
Chipotle Mexican Grill ( CMG ) plans to bring back Chicken al Pastor as a limited-time protein menu item on February 10 across restaurants in the U.S., Canada, the U.K., France, and Germany. A promotion will see Chipotle Rewards members receiving early digital access on February 9. The menu item features marinated chicken seasoned with seared morita peppers, ground achiote, and pineapple juice, finished with lime and cilantro to deliver a bold, tangy, slightly spicy flavor profile. Notably, Chipotle's ( CMG ) Chicken al Pastor menu option has built a strong fan following since its initial launch as the chain's first global innovation dish. Positioned as the brand’s most-requested limited-time offering, Chicken al Pastor has generated roughly twice as many consumer requests for a comeback as any other Chipotle limited-time offer, due in part to strong social media engagement that can be activated quickly through targeted marketing and loyalty program communication. Chipotle ( CMG ) executives have credited Chicken al Pastor with boosting incremental transactions and contributing to positive traffic trends in the past, suggesting that its return could be a boost for second-quarter earnings results. Analysts noted that premium proteins typically carry higher price points for CMG, meaning the item is likely to support average check growth and comparable sales even if traffic gains are modest. Chipotle ( CMG ) last offered Chicken al Pastor in spring 2024 as a limited-time item, following its wider rollouts in 2023 after initial market tests in 2022. More on Chipotle Mexican Grill Chipotle Mexican Grill: More Headwinds Than Tailwinds - Overbought Technical Suggests Potential Volatility (Downgrade) Chipotle: Why Certain Metrics Will Be More Important In The Company's Upcoming Earnings Report Chipotle Mexican Grill: Drop Closer To 30, And I'll Think About Chipotle reaffirms FY25 guidance, announces executive changes Restaurant check: McDonald's, Chipotle, and Dutch Bros. l...
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Just_Super/iStock via Getty Images Thesis Varonis Systems, Inc. ( VRNS ), is a cybersecurity software company that offers a data security platform. As you'd imagine, its products help companies find and organize sensitive data, protect it from misuse, detect security threats, and automatically fix issues when they arise. Seeking Alpha Over the past year, VRNS has significantly underperformed the b...
Just_Super/iStock via Getty Images Thesis Varonis Systems, Inc. ( VRNS ), is a cybersecurity software company that offers a data security platform. As you'd imagine, its products help companies find and organize sensitive data, protect it from misuse, detect security threats, and automatically fix issues when they arise. Seeking Alpha Over the past year, VRNS has significantly underperformed the broader market ( SP500 ). Most likely, considering where the trend is headed, I’m bearish on owning the shares as expanding cloud migrations keep squeezing smaller cybersecurity vendors like Varonis in a market that’s clearly consolidating. When the Tide Doesn’t Lift All Boats The cloud's supposed to be a rising tide for cybersecurity. But for Varonis Systems, it’s turning into a headwind. As more computing shifts to platforms controlled by a few giants, standalone firms that don’t own the infrastructure are getting squeezed instead of lifted. As enterprises rush faster into cloud-first architectures, budgets are consolidating. And that’s the problem. You might have seen Morgan Stanley’s note a couple of days ago about how around 47% of workloads now live in the cloud, nearly doubling from just a few years ago. Not really a shock for an investor who even casually follows this particular neck of the woods. Naturally, connecting the dots leads to the conclusion that as this sharp shift accelerates, it’s becoming much easier to see who is really coming out ahead. One clear example that Morgan Stanley points out is the hyperscalers, such as Microsoft ( MSFT ). This portfolio must-have, IMO, now controls roughly 14% of the global cybersecurity software market. Five years ago, the number was roughly a third of what it is now. So what’s notable is that they’re still running essentially the same platforms. The difference, again, no surprise, is scale. They’re much bigger, and that size gives them far more weight. Google ( GOOG ) is another obvious example of how seriously this effor...
She was the art world’s hottest ticket after her confrontational goths-and-dobermans show at the Venice Biennale. But did she get too cosy with the worlds of fashion and advertising? ‘I don’t know what you want to know,” says Anne Imhof, three-quarters of the way into our interview. Her cautious smile, between curtains of jet black hair, changes into a sceptical pout. I have just quoted a headline...
She was the art world’s hottest ticket after her confrontational goths-and-dobermans show at the Venice Biennale. But did she get too cosy with the worlds of fashion and advertising? ‘I don’t know what you want to know,” says Anne Imhof, three-quarters of the way into our interview. Her cautious smile, between curtains of jet black hair, changes into a sceptical pout. I have just quoted a headline at Imhof, one of Germany’s most important contemporary artists, that described her 2025 New York show as “a bad Balenciaga ad” . Just a few years ago, Imhof was the hottest ticket on the international art circuit: a Golden Lion winner at the 2017 Venice Biennale, whose transformation of the German pavilion into a sinister, S&M-flavoured “catwalk show from hell” had masses scrambling to join the queue. Imhof was a cultural polymath whose shows combined etchings, paintings, dance, live music and film; a muse to fashion designers whose sporty goth aesthetic – Adidas tracksuit bottoms, chunky trainers, black leather – beseiged the clubs of Berlin and beyond. Continue reading...
Key Points There are endless amounts of crypto tokens to explore for your portfolio. The best-performing crypto assets are the ones with real-world utility. Crypto tokens that have the ability to revolutionize financial services could be a winning long-term investment. 10 stocks we like better than Chainlink › Over the past decade, investors have become increasingly open-minded about complementing...
Key Points There are endless amounts of crypto tokens to explore for your portfolio. The best-performing crypto assets are the ones with real-world utility. Crypto tokens that have the ability to revolutionize financial services could be a winning long-term investment. 10 stocks we like better than Chainlink › Over the past decade, investors have become increasingly open-minded about complementing their stock positions with cryptocurrency. Perhaps the biggest influence behind crypto's mainstream acceptance are the astronomical gains seen in Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH) -- which have surged nearly 23,000% and 128,000% over the last 10 years. Investors are interested and looking for the next breakout candidate. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » In my view, Chainlink (CRYPTO: LINK) could be the next cryptocurrency to go parabolic. Let's explore what makes Chainlink unique and assess why it could be a winning investment in the long run. What is Chainlink? At its core, Chainlink is an oracle coin. This is a fancy way of saying that Chainlink provides the infrastructure to ensure smart contracts receive accurate data between different blockchain networks. While Chainlink's value proposition may seem mundane, the company's role within the decentralized finance (DeFi) ecosystem should not be taken for granted. Much like how a Bloomberg terminal provides the nuts and bolts of financial infrastructure for bankers or how the SWIFT network secures payment settlements at a global scale, Chainlink has the potential to become an influential tool for the next generation of AI-powered financial systems. Why is Chainlink important? Chainlink stands to benefit from the movement toward real-world tokenization as well as accelerating investment in AI infrastructure. With more asset classes moving on-chain, financial institutions will...
Image source: The Motley Fool. Wednesday, January 28, 2026 at 10:30 a.m. ET Call participants Chairman, Chief Executive Officer, and President — Robert H. Schottenstein Executive Vice President, Chief Financial Officer, and Treasurer — Philip G. Creek President, M/I Financial, LLC — Derek Klutch Takeaways Revenue -- $4.4 billion for the year, with a 5% decrease to $1.1 billion in the fourth quarte...
Image source: The Motley Fool. Wednesday, January 28, 2026 at 10:30 a.m. ET Call participants Chairman, Chief Executive Officer, and President — Robert H. Schottenstein Executive Vice President, Chief Financial Officer, and Treasurer — Philip G. Creek President, M/I Financial, LLC — Derek Klutch Takeaways Revenue -- $4.4 billion for the year, with a 5% decrease to $1.1 billion in the fourth quarter due to lower volumes and average selling price. -- $4.4 billion for the year, with a 5% decrease to $1.1 billion in the fourth quarter due to lower volumes and average selling price. Total homes delivered -- 8,921 homes for the year, driven by stable execution despite demand fluctuations. -- 8,921 homes for the year, driven by stable execution despite demand fluctuations. Pretax income -- $590 million for the year before charges, representing a 20% decline compared to 2024’s record $734 million, and a pretax margin of 13% before charges. -- $590 million for the year before charges, representing a 20% decline compared to 2024’s record $734 million, and a pretax margin of 13% before charges. Fourth quarter orders -- New contracts increased 9% year over year, with Southern region up 13%, and Northern region up 4%. -- New contracts increased 9% year over year, with Southern region up 13%, and Northern region up 4%. Community count -- Ended the year with 232 active communities, a 5% increase over last year; average count up 6%. -- Ended the year with 232 active communities, a 5% increase over last year; average count up 6%. Gross margin -- 18.1% for the fourth quarter including $51 million in charges, or 22.6% excluding those charges; full-year gross margin was 24.4% excluding $59 million in charges. -- 18.1% for the fourth quarter including $51 million in charges, or 22.6% excluding those charges; full-year gross margin was 24.4% excluding $59 million in charges. Charges and impairments -- $51 million in the fourth quarter ($40 million inventory, $11 million warranty), primar...
Richtech (RR) shares ended the last trading session 44.6% higher at $5.51. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 20% gain over the past four weeks. RR surged after announcing a strategic partnership with Microsoft to integrate agentic AI into its robotic platforms, boosting investor confidence i...
Richtech (RR) shares ended the last trading session 44.6% higher at $5.51. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 20% gain over the past four weeks. RR surged after announcing a strategic partnership with Microsoft to integrate agentic AI into its robotic platforms, boosting investor confidence in its growth prospects. This developer of robotic technologies is expected to post a quarterly loss of $0.02 per share in its upcoming report, which represents a year-over-year change of +50%. Revenues are expected to be $1.91 million, up 51.6% from the year-ago quarter. While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For Richtech, the consensus EPS estimate for the quarter has been revised 33.3% higher over the last 30 days to the current level. And a positive trend in earnings estimate revision usually translates into price appreciation. So, make sure to keep an eye on RR going forward to see if this recent jump can turn into more strength down the road. The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Richtech is part of the Zacks Technology Services industry. Amprius Technologies (AMPX), another stock in the same industry, closed the last trading session 6.2% higher at $11.58. AMPX has returned 37.6% in the past month. For Amprius, the consensus EPS estimate for the upcoming report has remained unchanged over the past month at -$0.04. This represents a change of +60% from what the company reported a year ago. Amprius currently has a Zacks Rank of #3 (Hold). Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this ...
Earnings Call Insights: ASML Holding N.V. (ASML) Q4 2025 Management View Christophe Fouquet, President, CEO and Chair of the Board of Management, highlighted a “record quarter, record year, record booking,” attributing the surge to strengthening AI-driven demand across both advanced logic and memory. Fouquet stated, “The last 3 months have really clarified basically at least the horizon for 2026 a...
Earnings Call Insights: ASML Holding N.V. (ASML) Q4 2025 Management View Christophe Fouquet, President, CEO and Chair of the Board of Management, highlighted a “record quarter, record year, record booking,” attributing the surge to strengthening AI-driven demand across both advanced logic and memory. Fouquet stated, “The last 3 months have really clarified basically at least the horizon for 2026 and most probably a bit beyond that.” He emphasized that “AI will have also this effect basically to really drive our entire product portfolio in the coming years.” Fouquet noted that 2026 is positioned as a “big year for EUV,” with increased shipments expected. The CEO also discussed the acceleration of lithography intensity, citing that “the number of layers of EUV increasing basically at our key customer,” which signals a greater need for advanced lithography tools. The CEO confirmed long-term targets remain unchanged: “We still expect for 2030 revenue between EUR 44 billion and EUR 60 billion with a gross margin of 56% to 60%.” R.J.M. Dassen, Executive VP, CFO & Member of the Management Board, stated, “Q4 2025, a record quarter by any standard. It was a record quarter in terms of sales. It was a record quarter in terms of order intake. It was a record quarter in terms of cash flow generation.” Dassen specified, “We ended the year with EUR 32.7 billion in net revenue, 52.8% gross margin… net income of EUR 9.6 billion and an EPS earnings per share of close to EUR 25 per ordinary share.” Dassen highlighted that EUV revenue grew 39% year-on-year, driven by a mix of more tools, higher sales prices, and the “recognition of a number of EXE tools, High NA tools.” Fouquet announced a restructuring of the technology organization, resulting in 1,700 job cuts primarily among leadership roles, to “really boost again our engineering capability, our innovation engine.” He explained, “Out of the 3,000 people that we don't need basically to lead the team, we are going to create 1,400 eng...
Reform UK has announced Matt Goodwin as its candidate for the hotly anticipated Gorton and Denton byelection. John Harris and Kiran Stacey discuss his chances. Plus, John speaks to Esther Ghey about why the government should back a social media ban for under-16s Continue reading...
Reform UK has announced Matt Goodwin as its candidate for the hotly anticipated Gorton and Denton byelection. John Harris and Kiran Stacey discuss his chances. Plus, John speaks to Esther Ghey about why the government should back a social media ban for under-16s Continue reading...
Earnings Call Insights: Littelfuse (LFUS) Q4 2025 Management View CEO Gregory Henderson announced the closing of the Basler Electric acquisition in December, describing it as a key move to strengthen Littelfuse's high-power capabilities and expand its presence in grid and utility infrastructure and data centers. He highlighted, "Basler strengthens our high-power capabilities and expands our positi...
Earnings Call Insights: Littelfuse (LFUS) Q4 2025 Management View CEO Gregory Henderson announced the closing of the Basler Electric acquisition in December, describing it as a key move to strengthen Littelfuse's high-power capabilities and expand its presence in grid and utility infrastructure and data centers. He highlighted, "Basler strengthens our high-power capabilities and expands our position in key growth markets, including grid and utility infrastructure and data center." Henderson noted, "We delivered strong performance with year-over-year revenue growth of 12%. Across our businesses, we continue to drive momentum in our high-growth markets." He pointed to double-digit revenue growth in data center, grid and utility infrastructure, and renewables. Automotive posted mid-single digit growth despite a decline in global vehicle production. Henderson also mentioned "emerging signs of broad-based industrial recovery into 2026." Henderson shared that Littelfuse's 2025 design wins increased double digit compared to the prior year, especially in grid and data center segments, and emphasized the strategic focus on next-generation high-power architectures. The CEO revealed a go-to-market sales force realignment, stating, "Our new go-to-market evolution is live, and we're seeing the early signs of success following our sales force realignment, which is now market-facing, customer-centric and focused on solving our customers' most complex challenges with our complete technology portfolio." Henderson detailed rationalization of the power semiconductor portfolio to reduce exposure to lower-value product families and optimize the manufacturing footprint for high-value, high-growth applications. CFO Abhishek Khandelwal stated, "We delivered strong results as revenue in the quarter was $594 million, up 12% and up 7% organically. The Dortmund and Basler acquisition contributed 3% to sales growth, while FX was a 2% tailwind. Adjusted EBITDA margin finished at 20.5%, up 480 ba...
Amazon said affected staff will get redeployment options and severance, while stressing the cuts are not the start of regular mass layoffs. / Credit: The Image Party via Shutterstock Amazon is cutting around 16 000 corporate jobs worldwide in a major workforce restructuring announced on 28 January 2026, the company confirmed in an internal memo to staff. The reduction is part of a broader plan tha...
Amazon said affected staff will get redeployment options and severance, while stressing the cuts are not the start of regular mass layoffs. / Credit: The Image Party via Shutterstock Amazon is cutting around 16 000 corporate jobs worldwide in a major workforce restructuring announced on 28 January 2026, the company confirmed in an internal memo to staff. The reduction is part of a broader plan that could see close to 30 000 white-collar roles eliminated by mid-2026 as Amazon seeks to streamline its organisation after rapid pandemic-era expansion. The decision affects teams across key units including cloud computing, retail, human resources and media, and comes amid broader industry layoffs across large tech firms. The scale and rationale behind the job cuts Amazon’s internal message, shared by Beth Galetti, senior vice-president of People Experience and Technology, said plainly that “the reductions we are making today will impact approximately 16,000 roles across Amazon” and emphasised support for those affected. The company has framed the move as part of a long-term organisational reset rather than a short-term cost-cutting exercise. Amazon’s leadership has previously described efforts to reduce layers of bureaucracy and to improve decision-making speed as key drivers behind the cuts. In the memo, Galetti referred to this ongoing restructuring, noting that earlier organisational changes had not been completed in some teams until now. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence Industry analysts see the layoffs as part of a broader shift in tech, where companies are rebalancing workforces after over-hiring during the pandemic and realigning priorities around emerging technologies such as artificial intelligence. Internal transfer windows and employee support Amazon’s ...
Earnings Call Insights: Navient Corporation (NAVI) Q4 2025 Management View David L. Yowan, President and CEO, announced several leadership changes including the appointment of Steve Hauber as Chief Financial Officer and the ongoing search for a fintech-experienced CFO at Earnest. Yowan stated, "Steve's appointment is part of a broader set of changes that better align our management structure with ...
Earnings Call Insights: Navient Corporation (NAVI) Q4 2025 Management View David L. Yowan, President and CEO, announced several leadership changes including the appointment of Steve Hauber as Chief Financial Officer and the ongoing search for a fintech-experienced CFO at Earnest. Yowan stated, "Steve's appointment is part of a broader set of changes that better align our management structure with the business strategy for Earnest and Navient that we shared in November." The company completed Phase 1 of its transformation, surpassing its $400 million expense reduction goal. Yowan reported, "These operating expense reductions increase our already substantial future life of loan cash flows by $2 billion cumulatively, providing increased financial flexibility and even greater levels of capital for new growth." The transfer of the in-school lending business from Earnest to Navient is complete, consolidating all education activities under one umbrella. Earnest achieved record refi originations in Q4, totaling $634 million, with full-year refi originations at $2.1 billion. In-school lending reached an all-time high of $401 million in new loans. 2026 targets include $4 billion in total loan originations, representing about 60% growth over 2025, with refi and in-school lending each expected to grow over 50%. Yowan addressed additional provision in the private legacy portfolio, noting, "While this provision has a significant impact on reported earnings per share, the effect on the life of loan cash we expect to receive from the legacy portfolios is immaterial." CFO Stephen Hauber stated, "In total, core earnings per share for the fourth quarter were $0.02. On a full year basis, we reported core loss per share of $0.35." Outlook Navient is targeting $4 billion in total loan originations for 2026, with expectations for over 50% growth in both refi and in-school lending products and less than $100 million for personal lending as the pilot continues. Hauber stated, "We expect exp...
New York, January 28, 2026, 11:05 EST — Regular session Oracle shares climbed roughly 0.5% in late-morning trading, recovering slightly after a steep decline the previous day Company attributes TikTok disruptions to a power outage at a data center caused by severe weather Mid-March earnings will give investors a sharper picture of cloud demand and spending trends Oracle shares climbed 0.5% to $175...
New York, January 28, 2026, 11:05 EST — Regular session Oracle shares climbed roughly 0.5% in late-morning trading, recovering slightly after a steep decline the previous day Company attributes TikTok disruptions to a power outage at a data center caused by severe weather Mid-March earnings will give investors a sharper picture of cloud demand and spending trends Oracle shares climbed 0.5% to $175.76 by late morning Wednesday, clawing back some of Tuesday’s losses amid new developments around its data centers. The Nasdaq-100 tracking Invesco QQQ fund edged up roughly 0.3%. Oracle’s stock has been volatile as the company navigates a major transition in corporate computing—from owning servers to leasing cloud capacity. This shift comes with hefty costs, and investors have swiftly reacted to any hints of trouble, whether outages or rising expenses. Oracle spokesperson Michael Egbert told Reuters in an email that “Over the weekend, an Oracle data center experienced a temporary weather-related power outage which impacted TikTok,” following reports of problems from users of the short-video app. California Governor Gavin Newsom tied the outage to claims of content suppression targeting President Donald Trump and said his office is reviewing TikTok’s moderation policies. Last week, ByteDance sealed a deal to form a majority U.S.-owned joint venture, with Oracle, Silver Lake, and Abu Dhabi-based MGX each holding 15% stakes while ByteDance retains 19.9%. (Reuters) Oracle shares fell 4.1% on Tuesday, ending at $174.90 and erasing much of Monday’s advance. The stock is still roughly 49% off its September 10 peak of $345.72. (MarketWatch) Oracle revealed on Tuesday that Saudi developer Red Sea Global has chosen its Aconex Cloud and Primavera P6 software for construction planning and collaboration. The deployment will cover over 23,000 users, the company said. “Red Sea Global is setting a new benchmark for digital transformation in large-scale hospitality destination projects,” s...