Oracle Corp (NYSE:ORCL, XETRA:ORC) shares jumped nearly 10% in Wednesday trading following a fiscal third-quarter report that highlighted accelerating cloud growth and expanding AI infrastructure adoption. The company reported total revenue of $17.2 billion, up 22% year-over-year, exceeding...
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares jumped nearly 10% in Wednesday trading following a fiscal third-quarter report that highlighted accelerating cloud growth and expanding AI infrastructure adoption. The company reported total revenue of $17.2 billion, up 22% year-over-year, exceeding...
Medical device manufacturer Stryker (SYK) has reported being the target of a cyberattack, according to the Wall Street Journal, which is suspected to have links to Iranian hackers. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Medical device manufacturer Stryker (SYK) has reported being the target of a cyberattack, according to the Wall Street Journal, which is suspected to have links to Iranian hackers. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
hapabapa/iStock Editorial via Getty Images GE Vernova ( GEV ) is expanding its gas turbine production capacity to meet rising global demand and expects its order backlog to reach $200B by 2028, CEO Scott Strazik said in a Bloomberg interview on Wednesday. "We see a clear pathway over the next three years to substantially increase our gas turbine output," Strazik said, as the company plans to ramp ...
hapabapa/iStock Editorial via Getty Images GE Vernova ( GEV ) is expanding its gas turbine production capacity to meet rising global demand and expects its order backlog to reach $200B by 2028, CEO Scott Strazik said in a Bloomberg interview on Wednesday. "We see a clear pathway over the next three years to substantially increase our gas turbine output," Strazik said, as the company plans to ramp up manufacturing capability in Q3 and raise production in the coming years. The artificial intelligence boom is a "catalyst" that is increasing bookings for GE Vernova's ( GEV ) machines, with AI- and data center-related orders comprising ~10% of its book last year and likely to represent an even larger proportion in 2026, the CEO said. GE Vernova’s ( GEV ) pending orders totaled $150B in its 2025 financial results and are an "encouraging sign of continued visibility into demand," J.P. Morgan analysts said. More on GE Vernova GE Vernova: Cooling AI Energy Demand Could Bust This Stock GE Vernova: Slot Reservation Arbitrage And GridOS Substrate Can Unlock Alpha By 2028 GE Vernova: Repowering America
Medical technology maker Stryker Corp. was hacked in an attack that’s crippled the company’s global operations, according to a person familiar with the matter and a memo seen by Bloomberg News. A pro-Iranian digital activist group, Handala, has claimed credit for the incident, potentially marking the first known major cyber disruption of an American organization since joint US-Israeli strikes agai...
Medical technology maker Stryker Corp. was hacked in an attack that’s crippled the company’s global operations, according to a person familiar with the matter and a memo seen by Bloomberg News. A pro-Iranian digital activist group, Handala, has claimed credit for the incident, potentially marking the first known major cyber disruption of an American organization since joint US-Israeli strikes against Iran . Many Stryker employees around the world are unable to work, so they’ve been sent home from offices and told to avoid connecting to any Stryker networks or software through any device, according to the person, who asked not to be identified because they weren’t authorized to speak publicly about the matter. Some employees have also seen data on their devices wiped as a result of the breach, the person said. Shares of Stryker were down as much as 5.3% after the Wall Street Journal reported on the breach. Stryker didn’t immediately respond to a request for comment. Stryker manufactures a wide range of medical devices and equipment with a focus on orthopedics, surgical tools, neurotechnology and spinal products, including emergency services and intensive-care disposable equipment, according to the company’s website. Most of its products are marketed directly to doctors, hospitals and other healthcare facilities and are available in more than 61 countries, according to the company’s filings. Stryker generates about $25 billion in revenue annually and has a market valuation of about $131 billion. Handala claimed responsibility for the attack in a statement posted online Wednesday. The group portrayed the hack as retaliation for a suspected US bombing of an Iranian school and threatened a “new chapter in cyber warfare.” Neither the company nor any cybersecurity agency has confirmed that an Iranian group was behind the hack. “Critical health care infrastructure represents a high-value, high-impact target: disruption doesn’t just mean data loss, it can mean patient safety...
The cloud-computing company is set to get an investment from chip maker Nvidia which continues to backstop the artificial-intelligence boom. Nvidia will invest $2 billion in Nebius to enable the company to deploy more than five gigawatts of computing capacity by the end of 2030, the companies said on Wednesday. The company had a market capitalization of just over $24 billion as of Tuesday’s close,...
The cloud-computing company is set to get an investment from chip maker Nvidia which continues to backstop the artificial-intelligence boom. Nvidia will invest $2 billion in Nebius to enable the company to deploy more than five gigawatts of computing capacity by the end of 2030, the companies said on Wednesday. The company had a market capitalization of just over $24 billion as of Tuesday’s close, and is one of a number of so-called “neoclouds,” smaller cloud-computing companies providing capacity for artificial intelligence.
alexsl Ocugen ( OCGN ) shares reached a new 52-week high on Wednesday after Oppenheimer initiated its coverage with an Outperform recommendation, citing a slew of catalysts for the gene therapy developer. Analyst Leland Gershell highlighted Ocugen’s ( OCGN ) lead asset, OCU400, which is in late-stage development for an inherited eye disorder called retinitis pigmentosa. The gene therapy could be h...
alexsl Ocugen ( OCGN ) shares reached a new 52-week high on Wednesday after Oppenheimer initiated its coverage with an Outperform recommendation, citing a slew of catalysts for the gene therapy developer. Analyst Leland Gershell highlighted Ocugen’s ( OCGN ) lead asset, OCU400, which is in late-stage development for an inherited eye disorder called retinitis pigmentosa. The gene therapy could be heading to a potential approval in 2027, providing “near-term entry into a sizable and poorly met rare disease market opportunity,” he wrote. The analyst added that Ocugen ( OCGN ) expects to file three FDA applications over the next three years, and its programs for Stargardt and geographic atrophy, two other progressively degenerative retinal diseases, “are not far behind.” “The company's one-and-done candidates differentiate from genetic replacement or editing approaches that struggle with disease-wide scalability,” Gershell added, with a Street-high target of $10 on the stock. More on Ocugen Ocugen: Downgrading After OCU410 Data Release Ocugen, Inc. (OCGN) Q4 2025 Earnings Call Transcript Ocugen: Why I Don't Read Too Much Into The Selloff On Phase 2 GA Data Ocugen outlines 2026 BLA submission and expects three pivotal filings within three years amid leadership expansion Ocugen GAAP EPS of -$0.06 in-line
Bulgac/iStock via Getty Images Topline Summary There is a lot you can say about Roche Holding (RHHBY; RHHBF), and their status as a big pharma is many, many disease areas, not just oncology that I would normally find in my wheelhouse. This article will not focus on the Roche stock performance on the whole (I'd invite you to consider excellent analysis by Edmund Ingham or Stephen Ayers for the more...
Bulgac/iStock via Getty Images Topline Summary There is a lot you can say about Roche Holding (RHHBY; RHHBF), and their status as a big pharma is many, many disease areas, not just oncology that I would normally find in my wheelhouse. This article will not focus on the Roche stock performance on the whole (I'd invite you to consider excellent analysis by Edmund Ingham or Stephen Ayers for the more-complete investment thesis taking into account their obesity platform). Rather, when a single event drives a large correction in stock price, it's worth a look. Roche recently announced a high-profile trial has failed, and it has led to a substantial decline in market shares. Today, let's take a look at this event in context, as well as what we might expect the company to salvage. Pipeline News - What's the News? What's the Impact? In the space of breast cancer, the vast majority of patients are diagnosed with so-called "hormone-positive" disease, overexpressing estrogen receptor and/or progesterone receptor. This makes up some 70% of all cases of breast cancer, and endocrine therapies form the backbone of management. Older options like aromatase inhibitors or tamoxifen continue to be a mainstay for treatment of patients with hormone-positive breast cancer, particularly after surgery. For advanced disease, patients have tended to receive the more potent "selective estrogen receptor degrader" (abbreviated SERD) fulvestrant . However, the route of administration of fulvestrant can make it inconvenient for patients, and the development of oral SERDs over the past few years has been one of the important breakthrough in the management of breast cancer. We've seen 2 such oral SERDs receive FDA approval in the metastatic setting: elacestrant and imlunestrant. Roche's entry into this space is giredestrant, which has shown highly promising initial results for hormone-positive breast cancer. Combining the agent with everolimus in the evERA trial was shown to improve PFS in advanced ...
We're buying 25 shares of Procter & Gamble at roughly $152. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 450 shares of PG, increasing its weighting to about 1.8% from 1.65%. After sitting on our hands Tuesday and awaiting further developments in the Iran war and its potential impact on global energy markets, we are putting some money to work for two reasons. First is the rel...
We're buying 25 shares of Procter & Gamble at roughly $152. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 450 shares of PG, increasing its weighting to about 1.8% from 1.65%. After sitting on our hands Tuesday and awaiting further developments in the Iran war and its potential impact on global energy markets, we are putting some money to work for two reasons. First is the release of 400 million barrels of oil by the International Energy Agency. While this historic measure is far from a long-term solution, it should give the crude market some time to stabilize, unless there is a significant escalation of attacks on oil infrastructure. Second is the S & P Short Range Oscillator is finally oversold. It's gotten close over the past few days, but Tuesday's decline finally pushed this technical momentum indicator below minus-4%, which is the threshold for an oversold market. It's the first time that's happened since April 2025. We look to buy stocks when the Oscillator is oversold because it often signals excessive selling pressure and overly negative sentiment in the market. PG YTD mountain Procter & Gamble YTD We're buying more Procter & Gamble on Wednesday because the stock has seen sentiment drastically change over the past month. At the start of the year, investors were piling into consumer staples while rotating out of technology stocks and the Magnificent Seven megacaps. They didn't want stocks tied to the artificial intelligence cycle, preferring dependable cash flows and solid dividend payers. We were quick to point out that there was too much enthusiasm for the slow-growing staples, which is why we went against that rotation by selling 50 shares of P & G in the low $160s on Feb. 12, when it was up about 13% year to date. Since the outbreak of the Iran war, consumer staples have been hammered on concerns that higher prices at the gas pump will limit how much consumers can spend on goods. P & G shares have dropped about 9% since the start of ...
Key Points Palantir's growth rate continues to accelerate. The stock is trading at an incredibly high premium. 10 stocks we like better than Palantir Technologies › There have been few better stocks to own since 2023 than Palantir (NASDAQ: PLTR). The stock is up by more than 2,200% since then, although it's now down by more than 25% from the all-time high it touched in October. But it has rallied ...
Key Points Palantir's growth rate continues to accelerate. The stock is trading at an incredibly high premium. 10 stocks we like better than Palantir Technologies › There have been few better stocks to own since 2023 than Palantir (NASDAQ: PLTR). The stock is up by more than 2,200% since then, although it's now down by more than 25% from the all-time high it touched in October. But it has rallied in recent weeks from the 40% it was down. With that rally in focus, investors may be wondering: Is Palantir primed to soar again, or is it just following the broader market's movements? 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 » Investor watching a stock chart rise. Image source: Getty Images. Palantir has put up incredible growth figures Palantir's software platform uses artificial intelligence (AI) to process large volumes of data quickly and give people with decision-making authority the best guidance possible in real time. Originally, this platform was used for government purposes only, such as supporting intelligence gathering and military operations. While this is still a large use case for Palantir's products, the company has also expanded into the commercial sector, where it has achieved significant adoption, particularly in the U.S. Palantir is delivering impressive growth -- its revenue rose 70% year over year during its fiscal fourth quarter to $1.4 billion. Commercial revenue grew at an 82% pace versus government revenue growth of 60%, but both numbers are so impressive that it's hard to find fault in either of them. The best segment was (unsurprisingly) U.S. commercial, which rose 137% to $507 million. What's even more impressive is Palantir's total customer count. Palantir has 571 U.S. commercial clients, which is relatively small compared to the number of potential customers out there....
Yahoo Finance's Jared Blikre and Julie Hyman discuss Wednesday's trending tickers and stories. Nvidia (NVDA) is backing artificial intelligence (AI) cloud company Nebius (NBIS), which is building large-scale data center capacity. Defense tech company AeroVironment (AVAV) cut its full-year outlook despite continued demand for its systems. Serve Robotics (SERV) stock is surging after the company hig...
Yahoo Finance's Jared Blikre and Julie Hyman discuss Wednesday's trending tickers and stories. Nvidia (NVDA) is backing artificial intelligence (AI) cloud company Nebius (NBIS), which is building large-scale data center capacity. Defense tech company AeroVironment (AVAV) cut its full-year outlook despite continued demand for its systems. Serve Robotics (SERV) stock is surging after the company highlighted new partnerships with White Castle and Uber Eats (UBER). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.
Gri-spb/iStock via Getty Images Investment Thesis Nu Holdings Ltd. (NYSE: NU ) continues to report impressive results over the last quarters, and since my last article , its stock price is up about 7%. The present article assesses the company’s business quality in terms of revenue, profits, margins, and performance metrics in order to examine whether investors should value the company with higher ...
Gri-spb/iStock via Getty Images Investment Thesis Nu Holdings Ltd. (NYSE: NU ) continues to report impressive results over the last quarters, and since my last article , its stock price is up about 7%. The present article assesses the company’s business quality in terms of revenue, profits, margins, and performance metrics in order to examine whether investors should value the company with higher multiples or not. In addition, I compare NU’s revenue against one of the most comparable fintech companies, SoFi Tech. ( SOFI ), aiming to identify the main differences in their operating models. NU Has A More Typical Bank-Based Business Model Compared To SOFI NU has three different revenue streams: Credit revenue, which includes interest from its lending solutions and accounts for about 42% of its total gross profit as of Q4’25. Fees revenue, which is generated when customers use its ecosystem services, such as insurance, withdrawals, investment products, and generally in-house transactions. Float revenue, which is the difference between the interest rate that NU pays its clients on deposits and the interest rate that NU earns when investing those deposits in low-risk securities, mainly government bonds. Earnings Presentation Q4’25 If you didn’t notice, NU’s revenues are mainly based on interest-income products, namely Float and Credit, exactly like traditional banks. As the chart below indicates, interest income accounts for 85% of its total revenue in FY25, while fee-based revenue represents just 15%, compared to 52% in FY20, signaling that NU generates more revenue from its core banking business than from its ecosystem. Analysis’ Results In contrast, SOFI’s fee-based revenue has continued to increase over the last years and represents 43% of its total revenue in FY25, reflecting that SOFI has, on the one hand, more diversified revenue streams and, on the other hand, a more efficient ecosystem. Earnings Presentation Q4’25 This difference in revenue sources is crucial bec...
Funtay/iStock via Getty Images Aluminum prices have been on the rise since the U.S.-Israel-Iran conflict started, as the geopolitical tensions have disrupted the flows of the metal. Aluminum futures ( LMAHDS03:COM ) were up 1.87% to $3,454.20 at the time of writing and have been up 7.8% since the start of the conflict. The metal had also hit a four-year record on Monday as the tensions in the regi...
Funtay/iStock via Getty Images Aluminum prices have been on the rise since the U.S.-Israel-Iran conflict started, as the geopolitical tensions have disrupted the flows of the metal. Aluminum futures ( LMAHDS03:COM ) were up 1.87% to $3,454.20 at the time of writing and have been up 7.8% since the start of the conflict. The metal had also hit a four-year record on Monday as the tensions in the region have led to forced production cuts in the Middle East. The Middle East conflict has exposed another severe supply choke point that could cause chaos across the industry, with manufacturers in Europe, Asia, and the U.S. facing shortages in spot supply if Middle East smelters are overcome by disruptions to shipments of outbound metal and incoming raw materials. Any disruption in the Strait of Hormuz, a critical maritime corridor for global energy and trade, carries major implications for global supply chains. The narrow waterway—one of the world’s most important shipping choke points—has increasingly become a focal point for military activity and geopolitical risk. There are only three buy-rated aluminum stocks as per Seeking Alpha's quant rating: Century Aluminum Company ( CENX ): Quant rating: 4.97 out of 5 Constellium SE ( CSTM ): Quant rating: 4.93 out of 5 Kaiser Aluminum ( KALU ): Quant rating: 4.77 out of 5 Potentially relevant stocks include Alcoa ( AA ), Rio Tinto ( RIO ), and BHP ( BHP ). More on Aluminum Futures Commodities: Trump's Words Offer Relief To Energy Markets Middle East Escalation Would Push Aluminum Above $4,000/T Commodities: Putin's Gas Threat To The EU Adds To Upside Risk For Markets Rio Tinto raises Q2 Japan aluminum offer to highest premium since 2015 Aluminum price jumps to four-year high as Bahrain declares force majeure