Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Oracle (NYSE:ORCL) is set to become the first cloud provider to deploy Nvidia's next generation Vera CPUs at hyperscale. Oracle Cloud Infrastructure plans to roll out hundreds of thousands of Nvidia Vera CPUs, with deployment sc...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Oracle (NYSE:ORCL) is set to become the first cloud provider to deploy Nvidia's next generation Vera CPUs at hyperscale. Oracle Cloud Infrastructure plans to roll out hundreds of thousands of Nvidia Vera CPUs, with deployment scheduled to start in 2026. The rollout is aimed at supporting large scale AI workloads and expanding Oracle's AI focused cloud services for enterprise customers. For investors watching how large cloud providers are positioning around AI, this move places Oracle firmly in the race to supply infrastructure for data intensive workloads. Nvidia Vera CPUs are viewed as a meaningful step in AI computing hardware, and Oracle is linking its cloud strategy to this new platform as enterprises look for more powerful and efficient AI infrastructure. Looking ahead, the scale of the planned deployment signals Oracle's priorities for data center build out and AI related services. The follow through on this plan, including the pace at which Oracle can bring these resources online and attract AI focused workloads, will be important areas to monitor as 2026 approaches. Stay updated on the most important news stories for Oracle by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oracle. NYSE:ORCL Earnings & Revenue Growth as at May 2026 📰 Beyond the headline: 2 risks and 3 things going right for Oracle that every investor should see. Oracle’s plan to deploy Nvidia’s Vera CPUs at hyperscale ties directly into its push to be a core AI infrastructure partner for large enterprises and AI-focused customers. Being the first cloud provider to roll out Vera at this scale can help Oracle position Oracle Cloud Infrastructure as a place where customers run both training and inference for large, data intensive models, in competition with Amazon...
记者从擎天租方面了解到，已于近期完成A轮及A+轮融资，融资金额达数亿元。本轮融资完成后，擎天租估值达到70亿元，正式跻身独角兽企业行列。据了解，本轮融资将重点用于RaaS（Robot as a Service，机器人即服务）体系建设和工业等场景拓展，推动机器人从“活动现场用起来”，进入工业制造、园区运营、仓储物流、商业服务等更接近生产与运营一线的真实场景。(科创板日报)
记者从擎天租方面了解到，已于近期完成A轮及A+轮融资，融资金额达数亿元。本轮融资完成后，擎天租估值达到70亿元，正式跻身独角兽企业行列。据了解，本轮融资将重点用于RaaS（Robot as a Service，机器人即服务）体系建设和工业等场景拓展，推动机器人从“活动现场用起来”，进入工业制造、园区运营、仓储物流、商业服务等更接近生产与运营一线的真实场景。(科创板日报)
Seeking Alpha More on ZIM Integrated ZIM Integrated: The Sakal $4.5B Bid Just Made A Done Deal Better ZIM Integrated: Rating Downgrade Due To Dividend Uncertainties ZIM Integrated Shipping: I'm Not Playing The Merger Roulette ZIM Integrated GAAP EPS of -$0.71 misses by $0.33, revenue of $1.4B misses by $60M ZIM Integrated Q1 2026 Earnings Preview
Seeking Alpha More on ZIM Integrated ZIM Integrated: The Sakal $4.5B Bid Just Made A Done Deal Better ZIM Integrated: Rating Downgrade Due To Dividend Uncertainties ZIM Integrated Shipping: I'm Not Playing The Merger Roulette ZIM Integrated GAAP EPS of -$0.71 misses by $0.33, revenue of $1.4B misses by $60M ZIM Integrated Q1 2026 Earnings Preview
French defence group Thales and Alphabet's Google Cloud have signed a deal to launch a new European cloud solution in Germany that will be operationally and legally independent from Google, the companies said on Wednesday. (Reporting by Gianluca Lo Nostro; Editing by Matt Scuffham)
French defence group Thales and Alphabet's Google Cloud have signed a deal to launch a new European cloud solution in Germany that will be operationally and legally independent from Google, the companies said on Wednesday. (Reporting by Gianluca Lo Nostro; Editing by Matt Scuffham)
JHVEPhoto Hasbro ( HAS ) reported a 12.7% year-over-year increase in revenue for its fiscal first quarter, driven by strong growth in its Wizards and Digital Gaming segment, which rose 26%, while Consumer Products remained flat and Entertainment declined 24%. Adjusted operating profit was up 29% to $287M during the quarter that ended on March 29, reflecting favorable product mix and topline streng...
JHVEPhoto Hasbro ( HAS ) reported a 12.7% year-over-year increase in revenue for its fiscal first quarter, driven by strong growth in its Wizards and Digital Gaming segment, which rose 26%, while Consumer Products remained flat and Entertainment declined 24%. Adjusted operating profit was up 29% to $287M during the quarter that ended on March 29, reflecting favorable product mix and topline strength. Adjusted EPS came in at $1.47 vs. $1.29 consensus and $1.04 a year ago. Hasbro ( HAS ) said the Wizards segment benefited from a 36% increase in MAGIC: THE GATHERING revenue, supported by new releases and continued back-catalog strength, while Monopoly Go! contributed $41M. Consumer Products performance was steady, with gains in key categories offset by tough prior-year licensing comparisons. The Entertainment segment saw lower revenue due to deal timing but improved profitability from reduced royalty expenses. On the capital allocation front, Hasbro ( HAS ) returned $106M to shareholders and allocated $96M toward debt reduction, including issuing $400M in new notes to refinance upcoming maturities and repurchase higher-cost debt. Looking ahead, Hasbro ( HAS ) continues to expect revenue to be up 3% to 5% in constant currency, an adjusted operating margin of 24% to 25%, and adjusted EBITDA of $1.40B to $1.45B (midpoint $1.425B) vs. the consensus estimate of $1.44B. "We remain focused on delivering our annual objectives by driving operating leverage, investing behind our highest-return brands, and returning cash to shareholders as we build on this solid start to the year," highlighted CFO Gina Goetter. Shares of Hasbro ( HAS ) edged 0.3% higher in premarket trading on Wednesday after gaining 3.7% on Tuesday. More on Hasbro Hasbro: Magic Is Working, But I'm Not Spellbound Hasbro: MAGIC Strength Increasingly Reflected (Downgrade) Hasbro reports mixed Q1 results; reaffirms FY26 outlook Hasbro Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating on Hasbro
Key Points Oil futures suggest current supply disruptions are temporary. Energy stocks may benefit if oil prices remain high longer than expected, not least because oil companies aren't as yet ramping up investment in response to the closure of the Strait of Hormuz. 10 stocks we like better than Global X Funds - Global X Mlp & Energy Infrastructure ETF › It's time to revisit what the oil futures m...
Key Points Oil futures suggest current supply disruptions are temporary. Energy stocks may benefit if oil prices remain high longer than expected, not least because oil companies aren't as yet ramping up investment in response to the closure of the Strait of Hormuz. 10 stocks we like better than Global X Funds - Global X Mlp & Energy Infrastructure ETF › It's time to revisit what the oil futures market is pricing in. The data make for fascinating reading and, arguably, positive news for investors in energy stocks such as Chevron (NYSE: CVX) and U.S.-focused energy infrastructure ETFs like the Global X MLP & Energy Infrastructure ETF (NYSEMKT: MLPX). Here's what it all means to investors. Interpreting the oil futures data In theory, at least, futures prices should trade in "contango," meaning that prices further out trade higher than near-term prices. This reflects the cost of storage, insurance, and cash tied up in holding it. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » However, in practice, oil futures often trade in backwardation (as in the chart), whereby nearer-term prices are higher than longer-term prices. This is possibly due to a concerted preference to avoid the risk of a future price rise due to OPEC action or geopolitical factors by having oil to hand in the near term. Backwardation also occurs when a scarcity of near-term supply stresses the oil market, but it is expected to normalize over time. That's pretty much what the chart says. You could think of it as the market signaling it's pricing in a near-term supply constraint that will normalize over time. There are two things in the chart that imply that futures contracts are shown as being higher in early April than in mid-May: Both sets of data show backwardation with lower prices in the future. Note that the spread between the M...
Immunovant press release ( IMVT ): Q4 GAAP EPS of -$0.73 misses by $0.13 . As of March 31, 2026, Immunovant’s cash and cash equivalents totaled approximately $902.1 million, providing runway for announced indications through the potential commercial launch of IMVT-1402 in GD. More on Immunovant Immunovant: Best-In-Class Ambitions, Still Unproven Immunovant, Inc. (IMVT) Discusses Brepocitinib Progr...
Immunovant press release ( IMVT ): Q4 GAAP EPS of -$0.73 misses by $0.13 . As of March 31, 2026, Immunovant’s cash and cash equivalents totaled approximately $902.1 million, providing runway for announced indications through the potential commercial launch of IMVT-1402 in GD. More on Immunovant Immunovant: Best-In-Class Ambitions, Still Unproven Immunovant, Inc. (IMVT) Discusses Brepocitinib Program Expansion and Batoclimab Phase III Data Update Transcript Immunovant, Inc. (IMVT) Discusses Brepocitinib Program Expansion and Batoclimab Phase III Data Update - Slideshow Immunovant falls on late-stage trial setback for TED therapy Seeking Alpha’s Quant Rating on Immunovant
India’s treasury bill yields surged at a weekly auction, signaling fixed-income traders are starting to price in potential interest-rate hikes by the central bank. Yield on the 364-day treasury bill rose 21 basis points to 5.9750% Wednesday, the most in nearly four years, according to data compiled by Bloomberg. Yields on 182-day t-bills were up 22 basis points, while those on the shortest-tenor t...
India’s treasury bill yields surged at a weekly auction, signaling fixed-income traders are starting to price in potential interest-rate hikes by the central bank. Yield on the 364-day treasury bill rose 21 basis points to 5.9750% Wednesday, the most in nearly four years, according to data compiled by Bloomberg. Yields on 182-day t-bills were up 22 basis points, while those on the shortest-tenor t-bills were up over 18 basis points. “The three-month t-bills are pricing in a 25-basis-point rate hike,” said Puneet Pal , head of fixed income at PGIM India Mutual Fund. “This was bound to happen as t-bill yields were way too low relative to overnight index swaps and bank certificates of deposits.” The Reserve Bank of India last hiked rates in February 2023 as consumer prices surged. Inflationary pressures are rising again as state-run refiners start passing on some of the oil price gains to households. Read More: Here’s a Look at India’s Measures to Stem Hit From Oil Shock
Tredje AP fonden bought a new stake in Astera Labs, Inc. (NASDAQ:ALAB - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 31,277 shares of the company's stock, valued at approximately $5,203,000. Other institutional investors have also recently made changes to their positions in the company. Perigo...
Tredje AP fonden bought a new stake in Astera Labs, Inc. (NASDAQ:ALAB - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 31,277 shares of the company's stock, valued at approximately $5,203,000. Other institutional investors have also recently made changes to their positions in the company. Perigon Wealth Management LLC raised its stake in Astera Labs by 6.2% in the 4th quarter. Perigon Wealth Management LLC now owns 1,252 shares of the company's stock valued at $208,000 after purchasing an additional 73 shares during the last quarter. Clearstead Advisors LLC grew its holdings in shares of Astera Labs by 13.6% during the third quarter. Clearstead Advisors LLC now owns 636 shares of the company's stock worth $125,000 after buying an additional 76 shares in the last quarter. Sound Income Strategies LLC raised its position in shares of Astera Labs by 9.2% in the fourth quarter. Sound Income Strategies LLC now owns 902 shares of the company's stock valued at $164,000 after buying an additional 76 shares during the last quarter. Venturi Wealth Management LLC lifted its stake in shares of Astera Labs by 2.6% in the fourth quarter. Venturi Wealth Management LLC now owns 3,284 shares of the company's stock worth $546,000 after buying an additional 84 shares in the last quarter. Finally, Great Valley Advisor Group Inc. boosted its position in Astera Labs by 2.2% during the second quarter. Great Valley Advisor Group Inc. now owns 4,119 shares of the company's stock worth $372,000 after acquiring an additional 90 shares during the last quarter. 60.47% of the stock is owned by institutional investors and hedge funds. Get Astera Labs alerts: Sign Up Insider Activity In other Astera Labs news, COO Sanjay Gajendra sold 230,639 shares of the firm's stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $198.22, for a total transaction of $45,717...