Category: Ideas

Oracle Corp. (NYSE:ORCL) has become one of Wall Street’s biggest artificial intelligence winners, landing massive cloud infrastructure contracts as enterprises race to secure AI computing capacity. But according to Gil Luria, managing director and head of Technology Research at DA Davidson, investors have repeatedly misjudged the company’s AI opportunity. Speaking on The Real Eisman Playbook,…

The Cigna Group (NYSE:CI) stock is lower on Thursday after the company reported second-quarter earnings results. Q2 Earnings And Revenue Beat Expectations The health plan company reported second-quarter 2026 adjusted earnings of $7.78 per share, beating the consensus of $7.60 per share. Adjusted revenue rose 7% to $71.558 billion, beating the consensus of $70.339 billion,…

Q1 earnings growth tracking +28%, the strongest since 2021. Berkshire’s first quarter without Buffett ended at $397B in cash. Apple-Intel chip deal capped a 232% Intel year. Intel (NASDAQ:INTC) was a $19 stock a year ago. Today it closed at $130, an all-time high, up 232% YTD and 433% over the past 12 months. The…

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout. Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through…

Even though Gold is called a safe-haven asset, the current price outlook isn’t good.  Three months ago, this precious metal was sitting at around $5,500. But right now, it’s struggling to break $4,600, which is close to a 20% decline.  The outlook for a strong bounce in the near term is not as convincing as…

The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies. The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better…

It should have been a clean beat. Meta Platforms, Inc. (NASDAQ:META) posted 33% revenue growth to $56.31 billion, delivered $32.23 billion in operating cash flow, and guided the next quarter as high as $61 billion. And then came the line that mattered. The Number That Changed Everything Buried in the release was the new capex…

Lionsgate Studios Corp (NYSE:LION) shares are trading higher Monday after its Micheal Jackson film set box-office records with a $217 million opening weekend. Also, Benchmark maintained its Buy rating on the stock and raised its price target from $12 to $15. Lionsgate stock is trading near recent highs. What’s next for LION stock? Box Office Highlights…

Oracle Corp.’s (NYSE:ORCL) massive data-center push with OpenAI is straining financing markets, highlighting risks in funding the broader AI infrastructure boom. Debt Limits Challenge Data-Center Financing Banks, including JP Morgan Chase & Co. (NYSE:JPM), struggled to distribute billions in loans tied to Oracle-leased data centers, as lenders hit exposure limits to a single counterparty, the…