Ultime notizie per Oracle (NYSE:ORCL) Azioni

Oracle

Oracle Corporation

NASDAQ

Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.

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Con il taglio dei tassi della Fed, alcuni titoli tecnologici come Nvidia e Microsoft sono pronti a decollare.

Taglio dei tassi: ecco i titoli pronti a prendere il volo

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GOOGL

Oracle guadagna slancio mentre Nvidia e Meta dominano l&#39;IA

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Pre-Market Outlook

ADBE

CMCM

SLQT

Futures USA in calo: SelectQuote, Adobe, Cheetah Mobile, RH e Oracle tra i titoli da seguire oggi in pre-market.

Pre-market: 5 titoli da monitorare oggi, 13 settembre 2024

Oracle Corp

ORACLE ORD

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) stock has gained over 96% in the last 12 months, as the hyperscalars&#8217; artificial intelligence ambitions translate into higher demand for AI chips from companies like Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
Recently, Taiwan&#8217;s National Science and Technology Council&nbsp;(NSTC) Minister Wu Cheng-wen flagged Taiwan Semiconductor&#8217;s <a target="_blank" href="https://www.benzinga.com/government/24/10/41114632/taiwan-semiconductors-2-nm-breakthrough-puts-taiwan-a-decade-ahead-of-chinas-semiconductor-industry" rel="noreferrer noopener">2-nanometer technology</a>, which puts it ahead of China by at least a decade.
Taiwan Semiconductor aims to develop 2nm chips in at least <a target="_blank" href="https://www.benzinga.com/government/24/09/41007184/taiwan-semi-secures-7-5b-boost-for-arizona-expansion-aims-for-advanced-chip-production-report" rel="noreferrer noopener">2 U.S. fabs</a>. Its overall investment in Arizona exceeded&nbsp;$65 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/24/10/41127863/despite-nvidia-selloff-bidens-law-and-taiwan-semis-advantage-offer-growth-potential" rel="noreferrer noopener">Despite Nvidia Selloff, Biden&#8217;s Law and Taiwan Semi&#8217;s Advantage Offer Growth Potential</a>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02044304/newplot-1.png" alt="" class="wp-image-576041" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02044304/newplot-1.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02044304/newplot-1-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/audio/2024-10-01/tsmc-remains-the-bedrock-of-taiwan-s-market-growth-tiger-money?in_source=podcasts_29_play-episode&amp;sref=TBDibEcD" rel="noreferrer noopener">reports</a> that Taiwan Semiconductor accounts for 36% of Taiwan&#8217;s index weighting. According to Bloomberg, exchange-traded funds will likely keep retail and institutional investors hooked, driven by the demand for AI applications.
Despite tailwinds, Taiwan Semiconductor is susceptible to geopolitical risks and rising tension between the U.S. and China.
Chinese leader Xi Jinping reiterated his commitment to &#8220;reunification&#8221; with Taiwan on the eve of China&#8217;s 75th anniversary, CNN <a target="_blank" href="https://edition.cnn.com/2024/10/01/china/china-xi-reunification-taiwan-national-day-intl-hnk/index.html" rel="noreferrer noopener">reports</a>, implying that geopolitical tensions will persist.
On Sunday, U.S. President Joe Biden approved Taiwan&#8217;s $567 million military aid package.
For context, the U.S. sanctions on China forbid the Asian counterpart from importing Nvidia artificial intelligence chips.
Although China&#8217;s Communist Party has never governed Taiwan, it claims the self-governing democracy as its own. Since the end of the Chinese civil war in 1949, China and Taiwan have been ruled by separate governments.
Investors can gain exposure to the semiconductor ETF through the First Trust Nasdaq Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXL#NASDAQ">FTXL</a>) and the EA Series Trust Strive US Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOC#NYSE">SHOC</a>).
Price Action: TSM stock is up 0.57% at $173.05 premarket at last check Wednesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/24/10/41119735/nvidia-faces-new-competition-cerebras-files-for-ipo-huawei-pushes-ai-chips" target="_blank" rel="noreferrer noopener">Nvidia Faces New Competition: Cerebras Files for IPO, Huawei Pushes AI Chips</a></li>
</ul>
Photo via Shutterstock

Government

Regulations

Emerging Markets

Media

FTXL

EA Series Trust Strive U.S. Semiconductor ETF

SHOC

Taiwan Semiconductor Has Soared 96% But Geopolitical Risks Persist

Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) shares are trading lower premarket on Wednesday. The company disclosed plans to invest over $6.5 billion to <a target="_blank" href="https://www.benzinga.com/pressreleases/24/10/n41133324/oracle-to-invest-more-than-us-6-5-billion-in-ai-and-cloud-computing-in-malaysia" rel="noreferrer noopener">open a public cloud region in Malaysia</a>.
The company aims to meet the country&#8217;s growing demand for AI and cloud services.
This new cloud region will allow Oracle&#8217;s customers and partners in Malaysia to access AI infrastructure, services, and migrate critical workloads to Oracle Cloud Infrastructure (OCI).
Oracle plans to open a cloud region in Malaysia, offering over 150 infrastructure and SaaS services to boost the country&#8217;s digital economy and drive AI innovation.
This new cloud region will expand OCI&#8217;s presence in the Asia Pacific to 12 public cloud regions.
YB Senator Tengku Datuk Seri Utama Zafrul Tengku Abdul Aziz, minister of investment, trade and industry&nbsp;(MITI),&nbsp;Malaysia said, &#8220;It is also a significant step towards realising the country&#8217;s New Industrial Master Plan&#8217;s ambitious vision of creating 3,000 smart factories by 2030.&#8221;
Garrett Ilg, executive vice president and general manager,&nbsp;Japan&nbsp;&amp;&nbsp;Asia Pacific, Oracle added, &#8220;Our multi-billion dollar investment affirms our commitment to&nbsp;Malaysia&nbsp;as a regional gateway for cloud infrastructure as well as a comprehensive suite of SaaS applications deployed within&nbsp;Malaysia.&#8221;
Read: <a target="_blank" href="https://www.benzinga.com/top-stories/24/09/40937593/oracle-cloudworld-highlights-ai-driven-tech-services-but-revenue-growth-requires-patience-analyst" rel="noreferrer noopener">Oracle CloudWorld Highlights &#8216;AI-Driven Tech Services,&#8217; But Revenue Growth Requires Patience: Analyst</a>
Notably, IDC FutureScape&#8217;s &#8216;The Infrastructure and Cloud Impact 2024 Predictions&#8217; forecasts Malaysia&#8217;s public cloud services market to grow at a 27.2% CAGR from 2022 to 2027.
Last month, the company announced several new partnerships with various companies, including contracts&nbsp;with Guardian Life, Anduril, and RAFAEL enhancing Oracle&#8217;s cloud and AI capabilities, driving efficiency and innovation.
Investors can gain exposure to Oracle through&nbsp;iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>) and&nbsp;Pacer Funds Pacer Data and Digital Revolution ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRFK#NYSE">TRFK</a>).
Price Action: ORCL shares are down 0.04% at $167.10 premarket at the last check Wednesday.
Photo: Michael Vi/Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/technicals/24/09/41002243/oracle-surges-20-in-september-as-ai-cloud-strategy-flashes-bullish-signals" target="_blank" rel="noreferrer noopener">Oracle Surges 20% In September As AI, Cloud Strategy Flashes Bullish Signals</a></li>
</ul>

Large Cap

TRFK

Oracle Bets Big: Plans Over $6.5B Cloud Expansion In Malaysia To Fuel AI Innovation

Micron Technology, Inc.&nbsp;proved the doubters and analysts wrong with a Babe Ruth-style homerun earnings report that saw revenues nearly double YoY driven by the artificial intelligence (AI) boom. The irony is that at least three analysts downgraded, trimmed estimates or lowered price targets for Micron ahead of its fiscal fourth-quarter earnings report, sending shares as low as $84.12 on Sept. 12, 2024. MarketBeat analysts thought otherwise, citing the 4 Reasons to Buy the 44% Price Drop and looking to Capitalize on Micron&#39;s 24% Drop.
Micron&#39;s solid AI-driven demand-powered earnings report helped lift the computer and technology sector, driving shares of memory device makers like Western Digital Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/wdc#NASDAQ">WDC</a>) and Seagate Technology Holdings plc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/stx#NASDAQ">STX</a>) higher.
<h2>Micron Finally Reaps AI Boom Benefits With Strong Q4 Results</h2>
The market had been waiting for Micron to show evidence of benefitting from the AI boom<a href="https://www.marketbeat.com/stock-ideas/is-amd-a-legitimate-threat-to-nvidia-what-investors-should-watch/" rel="noopener" target="_blank">,</a> such as NVIDIA Co.&nbsp;or&nbsp;Oracle Co. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/orcl#NYSE">ORCL</a>), as&nbsp;illustrated in their earnings blowouts. Yet, prior earnings and guidance were tepid and in line. This prompted many downgrades citing concerns that AI alone couldn&#39;t help slumping spot DRAM prices and inventory glut hurting its non-AI business like PCs and smartphones.
Micron&#39;s fiscal fourth-quarter of 2024 earnings report put all doubts to rest. The company reported EPS of $1.18, beating consensus estimates by 7 cents. Revenues surged 93.3% YoY to $7.75 billion, crushing consensus estimates by over $100 million. Non-GAAP gross margin rose to 36.5%, up from 28.1% sequentially.
<h2>AI and Data Centers Stole the Show </h2>
Robust AI demand fueled the surge in its data center DRAM products and industry-leading high bandwidth memory (HBM) chips, which have already been booked until 2025. However, Micron&#39;s recently announced acquisition of 2 Taiwan factories was meant to boost its capacity for these red-hot chops. HBM chips are tailor-made for AI applications like computer vision, natural language processing (NLP), and computer vision.&nbsp;
Micron Technology CEO Sanjay Mehrotra didn&#39;t downplay his excitement, stating, &quot;We are entering fiscal 2025 with the best competitive positioning in Micron&#39;s history. We forecast record revenue in fiscal Q1 and a substantial revenue record with significantly improved profitability in fiscal 2025.&quot; The company hit record NAND revenue led by data center and SSD sales, which exceeded $1 billion for the first time.
<h2>Micron Ups the Ante and Raises Guidance </h2>
Micron Technology raised its fiscal first-quarter of 2025 EPS to $1.66 to $1.82 versus consensus estimates of $1.52. First-quarter revenues are expected to be between $8.50 billion and $8.90 billion, crushing the $8.27 billion consensus estimates. Non-GAAP margin is expected to be around 39.5% +/- 1%.
Micron Technology EVP Manish Bhatia notes that the demand for traditional servers will continue to grow and improve as IT software deployment continues. Modest unit growth is expected for general server growth. However, AI servers are expected to be robust in 2025 as AI momentum continues. Micron has strengthened its position with HBM growth in AI servers with its high capacity 128 gigabyte DIMMs being used in AI servers for training and inferencing. Both enterprise AI and cloud servers are driving demand.
<h2>MU Stock Completes a Cup Pattern</h2>
A cup pattern forms on a swing-high lip line that falls to a swing-low, forming a rounding bottom that rises back up to retest the cup lip line. From there,&nbsp; a handle may form on a pullback or a continuation above the cup lip line, which acts as a new floor support.
<img alt="Micron MU stock chart" class="aligncenter" src="https://www.marketbeat.com/logos/articles/med_20240926092911_chartq-mu.jpg" style="height:754px; width:915px" />
MU formed its cup lip line around $110.39 and sold off to the $84.91 swing low, and the multiple pre-earnings report analyst downgrades and price cuts. MU rose to the $96.18 level driven by the divergence bottom formed on the daily RSI heading into its fiscal Q4 2024 earnings release.
The solid report triggered a price gap to the $110.58 gap fill level, competing with the cup pattern. MU will either use the cup lip line as a floor support and trend higher or pullback to form a handle, forming a potential cup-and-handle breakout if it successfully surges back up through the cup lip line. RSI rose to the 70-band. Fibonacci (Fib) pullback support levels are at $110.39, $104.48, $98.52, and $89.97.
Micron Technology&#39;s average consensus price target is $146.04, and its highest analyst price target&nbsp;is&nbsp;$225.00. Analysts have given it 25 Buy ratings, one Hold rating, and one Sell rating.
With MU&#39;s large gap following earnings, it&#39;s best not to chase. Bullish investors can buy on pullbacks using cash-secured puts to take advantage of the elevated premiums at the fib pullback support levels to buy the dip and write covered calls to execute a wheel strategy for income in addition to the 0.41% annual dividend yield.
The article &quot;<a href="https://www.marketbeat.com/originals/micron-stock-soars-as-ai-demand-fuels-big-q4-earnings-beat/">Micron Stock Soars as AI Demand Fuels Big Q4 Earnings Beat</a>&quot; first appeared on MarketBeat.

Earnings Beats

Guidance

Dividends

Downgrades

Price Target

Technicals

Analyst Ratings

Micron Stock Soars as AI Demand Fuels Big Q4 Earnings Beat

28 analysts have shared their evaluations of Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">7</td>
<td style="text-align: right;">13</td>
<td style="text-align: right;">8</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">7</td>
<td style="text-align: right;">11</td>
<td style="text-align: right;">8</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $176.29, along with a high estimate of $202.00 and a low estimate of $140.00. Witnessing a positive shift, the current average has risen by 9.98% from the previous average price target of $160.30.
<img src="https://www.benzinga.com/files/images/story/2024/1727715653_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
The standing of Oracle among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Mark Moerdler</td>
<td>Bernstein</td>
<td>Raises</td>
<td>Outperform</td>
<td>$202.00</td>
<td>$201.00</td>
</tr>
<tr>
<td>Brent Thill</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$190.00</td>
<td>$170.00</td>
</tr>
<tr>
<td>Mark Murphy</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$140.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Karl Keirstead</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$200.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Jason Ader</td>
<td>Keybanc</td>
<td>Raises</td>
<td>Overweight</td>
<td>$190.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Brad Sills</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Neutral</td>
<td>$195.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Raimo Lenschow</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$202.00</td>
<td>$172.00</td>
</tr>
<tr>
<td>Derrick Wood</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Buy</td>
<td>$190.00</td>
<td>$180.00</td>
</tr>
<tr>
<td>Patrick Walravens</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$175.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Kirk Materne</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$190.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>John Difucci</td>
<td>Guggenheim</td>
<td>Raises</td>
<td>Buy</td>
<td>$200.00</td>
<td>$185.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$185.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Tyler Radke</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$157.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Patrick Walravens</td>
<td>JMP Securities</td>
<td>Announces</td>
<td>Market Outperform</td>
<td>$175.00</td>
<td>-</td>
</tr>
<tr>
<td>Brent Thill</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$170.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Keith Bachman</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$173.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Brad Reback</td>
<td>Stifel</td>
<td>Raises</td>
<td>Hold</td>
<td>$155.00</td>
<td>$135.00</td>
</tr>
<tr>
<td>Jason Ader</td>
<td>Keybanc</td>
<td>Raises</td>
<td>Overweight</td>
<td>$175.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Raimo Lenschow</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$172.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Gil Luria</td>
<td>DA Davidson</td>
<td>Raises</td>
<td>Neutral</td>
<td>$140.00</td>
<td>$105.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$185.00</td>
<td>$170.00</td>
</tr>
<tr>
<td>Karl Keirstead</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$175.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Kirk Materne</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$175.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Derrick Wood</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Buy</td>
<td>$180.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Keith Weiss</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$145.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Brad Sills</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Neutral</td>
<td>$175.00</td>
<td>$155.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$175.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$150.00</td>
<td>$150.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Oracle. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Oracle compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Oracle's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/ORCL/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Oracle analyst ratings.</a>
<h2>All You Need to Know About Oracle</h2>
Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
<h3>Financial Milestones: Oracle's Journey</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: Oracle displayed positive results in 3 months. As of 31 August, 2024, the company achieved a solid revenue growth rate of approximately 6.86%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Oracle's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 22.01% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 30.01%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Oracle's ROA stands out, surpassing industry averages. With an impressive ROA of 2.05%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Oracle's debt-to-equity ratio stands notably higher than the industry average, reaching 7.81. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>Analyst Ratings: Simplified</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Breaking: Wall Street's Next Big Mover
Benzinga's #1 analyst just identified a stock poised for explosive growth. This under-the-radar company could surge 200%+ as major market shifts unfold. <a href="https://www.benzinga.com/premium/ideas/turning-point-trader-checkout-2/?t=Tu1tu3arja3be22tu36&amp;utm_source=benzinga-insights">Click here for urgent details</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Decoding 28 Analyst Evaluations For Oracle

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Needham raised the price target for Zeta Global Holdings Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZETA#NYSE">ZETA</a>) from $33 to $36. Needham analyst Ryan MacDonald maintained a Buy rating. Zeta Global shares fell 0.8% to close at $29.51 on Friday. <a href="https://www.benzinga.com/quote/zeta/analyst-ratings">See how other analysts view this stock.</a></li>
<li>TD Cowen increased the price target for Accenture plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>) from $321 to $400. TD Cowen analyst Bryan Bergin upgraded the stock from Hold to Buy. Accenture shares fell 1.7% to close at $349.70 on Friday. <a href="https://www.benzinga.com/quote/acn/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Needham raised CarMax, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMX#NYSE">KMX</a>) price target from $87 to $90. Needham analyst Chris Pierce maintained a Buy rating. CarMax shares fell 1.1% to close at $77.32 on Friday. <a href="https://www.benzinga.com/quote/kmx/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley boosted Cadence Bank (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CADE#NYSE">CADE</a>) price target from $36 to $39. Morgan Stanley analyst Manan Gosalia upgraded the stock from Equal-Weight to Overweight. Cadence Bank shares fell 1.1% to close at $31.28 on Friday. <a href="https://www.benzinga.com/quote/cade/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Bernstein raised Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) price target from $201 to $202. Bernstein analyst Mark Moerdler maintained an Outperform rating. Oracle shares gained 0.4% to close at $168.74 on Friday. <a href="https://www.benzinga.com/quote/orcl/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley raised the price target for U.S. Bancorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USB#NYSE">USB</a>) from $54 to $57. Morgan Stanley analyst Betsy Graseck upgraded the stock from Equal-Weight to Overweight. U.S. Bancorp gained 0.4% to close at $45.48 on Friday. <a href="https://www.benzinga.com/quote/usb/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird raised Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) price target from $82 to $90. Baird analyst Peter Benedict maintained an Outperform rating. Walmart shares fell 0.2% to close at $79.78 on Friday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Keybanc raised the price target for Constellation Energy Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>) from $265 to $279. Keybanc analyst Sangita Jain maintained an Overweight rating. Constellation Energy shares gained 0.1% to close at $257.00 on Friday. <a href="https://www.benzinga.com/quote/ceg/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Deutsche Bank boosted Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) price target from $24 to $27. Deutsche Bank analyst Brian Bedell maintained a Buy rating. Robinhood shares gained 6.5% to close at $23.89 on Friday. <a href="https://www.benzinga.com/quote/hood/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird raised Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) price target from $56 to $75. Baird analyst Vikram Kesavabhotla maintained a Neutral rating. Roku shares gained 1% to close at $74.41 on Friday. <a href="https://www.benzinga.com/quote/roku/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying HOOD stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="463" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30072209/image-233-1024x463.png" alt="" class="wp-image-572152" style="width:613px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30072209/image-233-1024x463.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30072209/image-233-300x136.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30072209/image-233-768x347.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30072209/image-233.png 1393w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>

CADE

HOOD

ROKU

ZETA

Robinhood To Rally Over 13%? Here Are 10 Top Analyst Forecasts For Monday

Bernstein analyst Mark Moerdler maintains Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) with a Outperform and raises the price target from $201 to $202.

Bernstein Maintains Outperform on Oracle, Raises Price Target to $202

Semiconductor stocks especially linked to artificial intelligence led by Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Arm Holdings Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) are trading higher Thursday in sympathy with Micron Technology, Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>).
Micron&#8217;s upbeat fourth-quarter performance is pushing the sector higher. AI server company Super Micro Computer, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) has also gained momentum.
On Wednesday, Micron reported quarterly revenue of $7.75 billion, up by 93%, beating the&nbsp;analyst consensus of $7.64 billion. This was driven by <a target="_blank" href="https://www.benzinga.com/news/earnings/24/09/41034733/micron-q4-earnings-revenue-eps-beat-on-robust-ai-demand-company-sees-significantly-improved-profita" rel="noreferrer noopener">a strong ramp</a> of its data center DRAM and high-bandwidth memory products.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/09/41032464/new-broadcom-chipsets-set-to-boost-comcast-and-charter-networks-with-over-25-gbps-speed" rel="noreferrer noopener">New Broadcom Chipsets Set to Boost Comcast and Charter Networks With Over 25 Gbps Speed</a>
The upbeat quarterly prints of Nvidia, Broadcom, and Micron bear testimony to the continued AI frenzy as hyperscalers remain invested in their AI endeavors.
Some positive updates bearing testimony to continued AI momentum include Microsoft earmarking $1.3 billion to <a target="_blank" href="https://www.benzinga.com/government/24/09/41020845/microsoft-invests-1-3b-to-boost-ai-skills-and-infrastructure-in-mexico" rel="noreferrer noopener">boost AI infrastructure</a> and skills in Mexico and Taiwan Semiconductor bagging <a target="_blank" href="https://www.benzinga.com/government/24/09/41007184/taiwan-semi-secures-7-5b-boost-for-arizona-expansion-aims-for-advanced-chip-production-report" rel="noreferrer noopener">smartphone chip deals</a> from Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
BofA Securities analyst Justin Post also hailed the latest partnership between rival cloud providers Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), which can unlock demand <a target="_blank" href="https://www.benzinga.com/news/24/09/40800539/amazon-and-oracle-partnership-unlocks-major-cloud-growth-opportunity-analyst-suggests" rel="noreferrer noopener">for infrastructure and applications</a>.
Struggling chipmaker Intel&#8217;s Amazon deal and U.S. grant also <a target="_blank" href="https://www.benzinga.com/news/24/09/40897994/whats-going-on-with-intel-stock-on-tuesday" rel="noreferrer noopener">reflect further optimism</a>.
The semiconductor sector also benefited from the key rate cuts by the U.S. and China, which aim to <a target="_blank" href="https://www.benzinga.com/government/24/09/41004045/whats-going-on-with-chinese-stocks-alibaba-nio-xpeng-li-auto-on-tuesday" rel="noreferrer noopener">spur discretionary spending</a> by capital-intensive companies.
Price Actions: NVDA stock is up 2.51% at $126.62 premarket at last check Thursday. AMD is up 3.10% at $167.04, and INTC is up 3.70% at $24.41.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/government/24/09/41023040/nvidia-xpeng-join-alibabas-apsara-conference-to-showcase-ai-tech-advancements" target="_blank" rel="noreferrer noopener">Nvidia, XPeng Join Alibaba&#8217;s Apsara Conference to Showcase AI Tech Advancements</a></li>
</ul>
Photo via Shutterstock

Movers

AVGO

INTC

QCOM

SMCI

What's Going On With Nvidia, Broadcom, Intel, And Other Chip Stocks On Thursday?

<a href="https://www.sec.gov/Archives/edgar/data/1341439/000119312524226101/d832142dfwp.htm">https://www.sec.gov/Archives/edgar/data/1341439/000119312524226101/d832142dfwp.htm</a>
&nbsp;

Offerings

Oracle Corp Files For Offering Of $1.5B 4.200% Notes Due 2029

Deep-pocketed investors have adopted a bullish approach towards Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ORCL usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 11 extraordinary options activities for Oracle. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 45% leaning bullish and 36% bearish. Among these notable options, 2 are puts, totaling $109,250, and 9 are calls, amounting to $394,642.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $120.0 to $210.0 for Oracle over the recent three months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Oracle's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Oracle's whale activity within a strike price range from $120.0 to $210.0 in the last 30 days. 
<h3>Oracle 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727275598_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$2.95</td>
<td>$2.86</td>
<td>$2.86</td>
<td>$210.00</td>
<td>$85.8K</td>
<td>1.1K</td>
<td style="text-align: right;">300</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$9.55</td>
<td>$9.5</td>
<td>$9.5</td>
<td>$170.00</td>
<td>$73.1K</td>
<td>542</td>
<td style="text-align: right;">69</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$53.1</td>
<td>$51.1</td>
<td>$52.5</td>
<td>$120.00</td>
<td>$52.5K</td>
<td>477</td>
<td style="text-align: right;">10</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$10.55</td>
<td>$10.4</td>
<td>$10.48</td>
<td>$170.00</td>
<td>$52.4K</td>
<td>2.1K</td>
<td style="text-align: right;">27</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$6.55</td>
<td>$6.4</td>
<td>$6.55</td>
<td>$190.00</td>
<td>$46.5K</td>
<td>2.2K</td>
<td style="text-align: right;">71</td>
</tr>
</tbody>
</table>

<h3>About Oracle</h3>
Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
Having examined the options trading patterns of Oracle, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Current Position of Oracle</h3>
<ul>
<li>With a trading volume of 1,753,177, the price of ORCL is up by 1.3%, reaching $167.96.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 75 days from now.</li>
</ul>
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>.
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Oracle, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Options

Looking At Oracle's Recent Unusual Options Activity

Oracle Files For Four-part Notes Offering; Size Not Disclosed

Piper Sandler analyst Brent Bracelin upgraded Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) from Neutral to Overweight and raised the <a target="_blank" href="https://www.benzinga.com/quote/CRM/analyst-ratings" rel="noreferrer noopener">price target from&nbsp;$268&nbsp;to&nbsp;$325</a>.
The re-rating reflects a favorable risk-reward given the potential for free cash flow per share to double to $20+ by fiscal 2029 (calendar 2028) from $9.65 in fiscal 2024 (calendar 2023), even if top-line growth remains at subdued levels of 8%-9%.
Bracelin flagged that Salesforce also has the lowest valuation multiple relative to large-cap software peers on an Enterprise Value-to-Sales, Enterprise Value-to-Free Cash Flow, and Price-to-Earnings basis.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/large-cap/24/09/40910569/nvidia-salesforce-announce-strategic-ai-collaboration-what-to-know" rel="noreferrer noopener">NVIDIA, Salesforce Announce Strategic AI Collaboration: What To Know</a>
Discussions last week with the leadership team, partners, and customers gave the analyst confidence that new pricing and packaging could broaden multi-cloud adoption.
The promise of Agentforce powered by the Atlas Reasoning Engine paired with Data Cloud could help stabilize demand and drive a recovery entering calendar 2026 (fiscal 2027).
Bracelin raised estimates using a target EV/FCF of 23x (versus 22x prior) and a 14% discount rate (16% prior).
Bracelin noted that the combination of free multi-cloud options via the new Foundations suite for existing Sales or Service cloud customers and the 52% ARPU uplift to Einstein 1 versus Unlimited could be crucial in sparking a growth recovery from calendar 2025 (fiscal 2026) to calendar 2026 (fiscal 2027).
The analyst flagged that Salesforce has historically provided new platform updates three times per year. However, the pace of AI has changed this cadence, most notably within Data Cloud, where new platform updates are released monthly.
Salesforce chief Marc Benioff and team are operating in &#8220;founder mode&#8221; with the accelerated pace of internal product execution, supported by veteran boomerangs and new management add that bring strong backgrounds from Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Service, Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), and more Bracelin highlighted.
Years of manual Trailblazer developer work building Flows and Apex Actions have turned into a strategic advantage, according to the analyst. He added that these can be repurposed to provide critical guard rails to power agents via the Atlas Reasoning Engine paired with Data Cloud.
Further margin leverage and buybacks could sustain low double-digit free cash flow growth per share for the next 3-5 years. CRM shares could benefit from earnings and multiple expansions, as per Bracelin.
Bracelin projects third-quarter revenue of $9.34 billion and EPS of $2.43.
Price Action: CRM stock is up 1.35% at $267.67 at the last check on Tuesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/09/40901921/salesforce-unveils-new-agentforce-partner-network-partners-with-google-cloud" target="_blank" rel="noreferrer noopener">Salesforce Unveils New Agentforce Partner Network, Partners With Google Cloud</a></li>
</ul>
Photo via Shutterstock

Upgrades

Salesforce's Free Cash Flow Could Double by 2029 Amid AI Push, Analyst Says While Upgrading Stock

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/27/24</td>
<td>$120.00</td>
<td>$61.8K</td>
<td>117.4K</td>
<td>228.1K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/27/24</td>
<td>$227.50</td>
<td>$75.6K</td>
<td>12.7K</td>
<td>26.0K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$54.00</td>
<td>$154.0K</td>
<td>80</td>
<td>8.6K</td>
</tr>
<tr>
<td>WULF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/18/24</td>
<td>$5.50</td>
<td>$29.3K</td>
<td>2.6K</td>
<td>7.2K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$23.00</td>
<td>$38.5K</td>
<td>45.7K</td>
<td>6.7K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$180.00</td>
<td>$54.0K</td>
<td>5.8K</td>
<td>5.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/04/24</td>
<td>$150.00</td>
<td>$445.8K</td>
<td>1.5K</td>
<td>3.7K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$180.00</td>
<td>$39.0K</td>
<td>2.6K</td>
<td>3.5K</td>
</tr>
<tr>
<td>U</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$17.00</td>
<td>$41.9K</td>
<td>5.4K</td>
<td>3.5K</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$425.00</td>
<td>$35.9K</td>
<td>2.7K</td>
<td>1.7K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on September 27, 2024. This event was a transfer of 206 contract(s) at a $120.00 strike. This particular call needed to be split into 36 different trades to become filled. The total cost received by the writing party (or parties) was $61.8K, with a price of $300.0 per contract. There were 117424 open contracts at this strike prior to today, and today 228149 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on September 27, 2024. This event was a transfer of 400 contract(s) at a $227.50 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $75.6K, with a price of $189.0 per contract. There were 12774 open contracts at this strike prior to today, and today 26097 contract(s) were bought and sold. 
• Regarding CSCO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), we observe a call option trade with bearish sentiment. It expires in 24 day(s) on October 18, 2024. Parties traded 7000 contract(s) at a $54.00 strike. The total cost received by the writing party (or parties) was $154.0K, with a price of $22.0 per contract. There were 80 open contracts at this strike prior to today, and today 8636 contract(s) were bought and sold. 
• For WULF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WULF#NASDAQ">WULF</a>), we notice a call option sweep that happens to be bullish, expiring in 24 day(s) on October 18, 2024. This event was a transfer of 588 contract(s) at a $5.50 strike. This particular call needed to be split into 28 different trades to become filled. The total cost received by the writing party (or parties) was $29.3K, with a price of $50.0 per contract. There were 2613 open contracts at this strike prior to today, and today 7229 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bearish, expiring in 24 day(s) on October 18, 2024. This event was a transfer of 301 contract(s) at a $23.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $38.5K, with a price of $128.0 per contract. There were 45768 open contracts at this strike prior to today, and today 6733 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option sweep that happens to be bearish, expiring in 24 day(s) on October 18, 2024. This event was a transfer of 2000 contract(s) at a $180.00 strike. This particular call needed to be split into 51 different trades to become filled. The total cost received by the writing party (or parties) was $54.0K, with a price of $27.0 per contract. There were 5889 open contracts at this strike prior to today, and today 5272 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 10 day(s) on October 4, 2024. This event was a transfer of 572 contract(s) at a $150.00 strike. This particular call needed to be split into 25 different trades to become filled. The total cost received by the writing party (or parties) was $445.8K, with a price of $780.0 per contract. There were 1552 open contracts at this strike prior to today, and today 3725 contract(s) were bought and sold. 
• Regarding TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we observe a call option trade with bearish sentiment. It expires in 87 day(s) on December 20, 2024. Parties traded 26 contract(s) at a $180.00 strike. The total cost received by the writing party (or parties) was $39.0K, with a price of $1500.0 per contract. There were 2601 open contracts at this strike prior to today, and today 3586 contract(s) were bought and sold. 
• For U (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>), we notice a put option sweep that happens to be bullish, expiring in 52 day(s) on November 15, 2024. This event was a transfer of 747 contract(s) at a $17.00 strike. This particular put needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $41.9K, with a price of $56.0 per contract. There were 5481 open contracts at this strike prior to today, and today 3514 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a put option sweep that happens to be bearish, expiring in 52 day(s) on November 15, 2024. This event was a transfer of 29 contract(s) at a $425.00 strike. This particular put needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $35.9K, with a price of $1240.0 per contract. There were 2716 open contracts at this strike prior to today, and today 1721 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CSCO

MSTR

WULF

10 Information Technology Stocks With Whale Alerts In Today's Session

Oracle Corp's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) stock has been on fire, up a whopping 20% in September alone, riding the wave of the company's bold AI and <a href="https://www.benzinga.com/quote/ORCL/news">cloud infrastructure moves</a>. 
CEO Safra Catz isn't worried about AI demand—her concern is supply. Catz <a href="https://economictimes.indiatimes.com/tech/technology/with-ai-i-worry-about-ensuring-enough-supply-for-expansion-and-not-demand-oracle-ceo-safra-catz/articleshow/113606949.cms?UTM_Source=Google_Newsstand&amp;UTM_Campaign=RSS_Feed&amp;UTM_Medium=Referral">sees</a> AI as the next frontier, much like GPS and IoT, and has India playing a key role in Oracle's AI journey.
From cloud infrastructure partnerships with Microsoft Corp, Amazon, and Google&#8216;s parent Alphabet to AI integration across its enterprise planning software (ERP), Oracle's no longer just the "legacy tech" company—it's powering the future.
Read Also: <a href="https://www.benzinga.com//node/40937593">Oracle CloudWorld Highlights &#8216;AI-Driven Tech Services,&#8217; But Revenue Growth Requires Patience: Analyst</a>
<h2 class="wp-block-heading">ORCL Stock Chart Is A Bullish Signals Galore</h2>
Oracle's stock price sits at $165.95, with a string of bullish indicators lighting up the charts.
<figure class="wp-block-image size-full"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent092424&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="631" height="458" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/24071306/Screenshot-2024-09-24-at-4.42.36-PM.png" alt="" class="wp-image-562858" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/24071306/Screenshot-2024-09-24-at-4.42.36-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/24071306/Screenshot-2024-09-24-at-4.42.36-PM-300x218.png 300w" sizes="(max-width: 631px) 100vw, 631px" /></a></figure>
<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent092424&amp;t=be2bearmibe3na1">Chart created using Benzinga Pro</a>
Let's break it down:
<ul>
<li>Eight-day Simple Moving Average (SMA): At $165.91, Oracle&#8217;s stock shows slight buying pressure, reinforcing a bullish signal.</li>
<li>20-day SMA: A bullish spread, with the stock price comfortably above the $152.04 SMA.</li>
<li>50-day SMA: Even stronger buy signal, with Oracle&#8217;s stock price well above its $142.80 average.</li>
<li>200-day SMA: Oracle&#8217;s stock is at $165.95, while the 200-day average is at $125.24—a solid bullish trend.</li>
</ul>
<figure class="wp-block-image size-full"><a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent092424&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="631" height="458" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/24071323/Screenshot-2024-09-24-at-4.41.54-PM.png" alt="" class="wp-image-562860" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/24071323/Screenshot-2024-09-24-at-4.41.54-PM.png 631w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/24071323/Screenshot-2024-09-24-at-4.41.54-PM-300x218.png 300w" sizes="(max-width: 631px) 100vw, 631px" /></a></figure>
<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent092424&amp;t=be2bearmibe3na1">Chart created using Benzinga Pro</a>
<ul>
<li>MACD: Oracle stock's 8.02 MACD value confirms that the momentum is firmly on the bulls' side.</li>
<li>RSI: At 69.92, Oracle&#8217;s stock is knocking on the "overbought" door, which could signal a potential pullback.</li>
</ul>
Despite its overbought RSI, Oracle's AI-infused push, cloud partnerships, and strong technical indicators indicate continued bullish momentum.
However, with its valuation climbing (now 26x forward P/E), investors may want to keep an eye on overbought conditions for any short-term cooling off.
But for now, Oracle looks poised to capitalize on its AI and cloud strategy. 
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/09/40998340/nasdaq-s-p-500-futures-firm-chinas-economic-stimulus-fuels-commodities-bitcoin-steady-heres-what-tr">Nasdaq, S&amp;P 500 Futures Firm, China&#8217;s Economic Stimulus Fuels Commodities, Bitcoin Steady: Here&#8217;s What Traders Should Be Watching Tuesday</a></li>
</ul>
Photo: Shutterstock

Oracle Surges 20% In September As AI, Cloud Strategy Flashes Bullish Signals

Financial giants have made a conspicuous bearish move on Oracle. Our analysis of options history for Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) revealed 34 unusual trades.
Delving into the details, we found 32% of traders were bullish, while 52% showed bearish tendencies. Out of all the trades we spotted, 18 were puts, with a value of $1,086,034, and 16 were calls, valued at $1,249,671.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $100.0 to $190.0 for Oracle during the past quarter. 
<h3>Volume &amp; Open Interest Trends</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Oracle's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Oracle's whale activity within a strike price range from $100.0 to $190.0 in the last 30 days. 
<h3>Oracle 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727119880_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$4.45</td>
<td>$4.3</td>
<td>$4.3</td>
<td>$155.00</td>
<td>$451.5K</td>
<td>1.4K</td>
<td>1.0K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$7.1</td>
<td>$7.05</td>
<td>$7.05</td>
<td>$165.00</td>
<td>$369.4K</td>
<td>3.2K</td>
<td>561</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$2.76</td>
<td>$2.71</td>
<td>$2.71</td>
<td>$167.50</td>
<td>$144.1K</td>
<td>0</td>
<td>837</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$4.2</td>
<td>$4.15</td>
<td>$4.2</td>
<td>$170.00</td>
<td>$141.1K</td>
<td>4.7K</td>
<td>546</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>09/27/24</td>
<td>$14.05</td>
<td>$12.9</td>
<td>$14.04</td>
<td>$152.50</td>
<td>$87.0K</td>
<td>95</td>
<td>62</td>
</tr>
</tbody>
</table>

<h3>About Oracle</h3>
Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
In light of the recent options history for Oracle, it's now appropriate to focus on the company itself. We aim to explore its current performance.
<h3>Where Is Oracle Standing Right Now?</h3>
<ul>
<li>Currently trading with a volume of 4,549,439, the ORCL's price is down by -1.49%, now at $165.49. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 77 days.</li>
</ul>
<h3>What Analysts Are Saying About Oracle</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $165.6.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Morgan Stanley persists with their Equal-Weight rating on Oracle, maintaining a target price of $145. 
&#x2A; Maintaining their stance, an analyst from JP Morgan continues to hold a Neutral rating for Oracle, targeting a price of $140. 
&#x2A; Maintaining their stance, an analyst from TD Cowen continues to hold a Buy rating for Oracle, targeting a price of $180. 
&#x2A; An analyst from BMO Capital persists with their Market Perform rating on Oracle, maintaining a target price of $173. 
&#x2A; Maintaining their stance, an analyst from Keybanc continues to hold a Overweight rating for Oracle, targeting a price of $190. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Oracle options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Oracle Unusual Options Activity

Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) chief Lisa Su shared insight into the prospects of graphics processing units (GPUs) in the near term, almost to the extent of taking a dig at&nbsp;rival Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and hyperscalers like Amazon.com&nbsp;Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google.
As AI models become more standardized, there&#8217;s potential to create custom chips that offer greater energy efficiency, smaller sizes, and lower costs.
According to the WSJ <a target="_blank" href="https://www.wsj.com/articles/as-ai-matures-chip-industry-will-look-beyond-gpus-amd-chief-says-fec6776a" rel="noreferrer noopener">report</a>, Su highlighted this opportunity, noting that while GPUs remain the top choice for large language models due to their efficiency in parallel processing, the future will likely see a shift toward a broader range of chip architectures.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/24/09/40938590/whats-going-on-with-ai-related-stocks-nvidia-amd-broadcom-and-super-micro-on-thursday" rel="noreferrer noopener">Nvidia, AMD, and Broadcom Stocks Jump, Fed Rate Cut Boosts AI Chip Sector</a>
Recent reports indicated AMD focusing on the mainstream and mid-range GPUs, <a target="_blank" href="https://www.benzinga.com/news/24/09/40820316/amd-gains-ground-in-ai-chip-market-oracle-exec-confirms-growing-demand-report" rel="noreferrer noopener">ditching the premium</a> gaming GPU market led by Nvidia.&nbsp;
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/23063147/newplot-18.png" alt="" class="wp-image-560748" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/23063147/newplot-18.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/23063147/newplot-18-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Nvidia GPUs, designed for gaming graphics, have been instrumental in helping the company reach a trillion-dollar valuation and counting.
Tech investor James Anderson&nbsp;expects Nvidia&nbsp;to reach a market cap of $50 trillion <a target="_blank" href="https://www.benzinga.com/government/24/07/39790359/whats-going-on-with-nvidia-stock-on-tuesday" rel="noreferrer noopener">within&nbsp;the next decade</a>. JPMorgan analyst Harlan Sur&nbsp;expects AMD&#8217;s revenue from data center GPUs to grow&nbsp;by&nbsp;$5 billion&nbsp;in the current&nbsp;fiscal.
Su emphasizes that the future of AI computing will involve a combination of different chip types, including GPUs and new specialized chips.
For context, large cloud providers like&nbsp;Amazon and Google have developed their custom AI chips for internal use.
Rival hyperscalers, including Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) and&nbsp;Amazon, have been collaborating lately, which BofA Securities analyst Justin Post&nbsp;expects to unlock demand for infrastructure and applications, implying <a target="_blank" href="https://www.benzinga.com/news/24/09/40820316/amd-gains-ground-in-ai-chip-market-oracle-exec-confirms-growing-demand-report" rel="noreferrer noopener">higher demand for AI chips</a>.
AMD stock gained over 60% in the last 12 months versus Nvidia&#8217;s 175%.
Investors can gain exposure to the semiconductor sector through First Trust Nasdaq Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXL#NASDAQ">FTXL</a>) and Columbia Semiconductor and Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SEMI#NYSE">SEMI</a>).
Price Actions: AMD stock is up 0.28% at $156.39 premarket at the last check Monday.
Photo courtesy of AMD

SEMI

AMD Chief Predicts Custom Chips Will Outperform GPUs, Sees Shift in AI Chip Demand: Report

California Gov. Gavin Newsom (D) signed three bills on Tuesday aimed at curbing the use of artificial intelligence in creating misleading images or <a href="https://www.benzinga.com/news/24/09/40912021/gavin-newsom-signs-laws-aimed-at-curbing-deepfakes-around-elections-critical-that-we-ensure-ai-is-no" target="_blank" rel="noreferrer noopener">videos in political advertisements</a>.
The&nbsp;Federal Trade Commission&nbsp;(FTC) alleges &#8220;big tech&#8221; makes little effort to inform social media users of privacy danger or allow <a target="_blank" href="https://www.benzinga.com/government/24/09/40946073/no-privacy-for-profits-sake-ftc-calls-out-amazon-meta-big-tech-for-exposing-users-to-host-of-harms" rel="noreferrer noopener">them to opt out of data collection</a>.
In its bid to create a domestic competitor to rival&nbsp;NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)&nbsp;in the artificial intelligence (AI) chip market, China is reportedly facing significant challenges due to <a target="_blank" href="https://www.benzinga.com/news/24/09/40940596/matching-nvidia-in-short-term-is-unlikely-analysts-predict-as-china-ramps-up-search-for-rivalling-je" rel="noreferrer noopener">U.S. sanctions and technological gaps</a>.
Gaming
Rockstar Games may delay GTA 6's anticipated 2025 release to 2026, according to former technical director Obbe Vermeij's insight. He suggests that a decision on whether to push back the release could be <a target="_blank" href="https://www.benzinga.com/general/gaming/24/09/40905542/could-gta-6-be-pushed-to-2026-insights-from-former-rockstar-insider" rel="noreferrer noopener">made by mid-2025, mirroring past delays</a>.
Electronic Arts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EA#NASDAQ">EA</a>) stated that FC 25 early access starts on September 20, with a global release on September <a target="_blank" href="https://www.benzinga.com/general/gaming/24/09/40906473/ea-sports-fc-25-when-and-where-to-play-early-access-global-launch-times" rel="noreferrer noopener">27 for all major consoles and PC</a>.
In an Investor Day event, Electronic Arts said it expects sustained growth in EA SPORTS and outlined plans for new business opportunities beyond gaming, including the EA SPORTS App. It described the EA SPORTS App as socially driven with sports content, live sports data, interactivity and <a target="_blank" href="https://www.benzinga.com/general/gaming/24/09/40910079/what-happened-with-electronic-arts-stock-today" rel="noreferrer noopener">gaming centered on global football</a>.&nbsp;
Sony Group Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) is set to bid farewell to 10 titles from its PlayStation Plus subscription service this month, with <a target="_blank" href="https://www.benzinga.com/general/gaming/24/09/40907983/september-playstation-plus-lineup-whats-coming-and-whats-leaving" rel="noreferrer noopener">LittleBigPlanet 3&nbsp;leading the pack</a>.
Sony has&nbsp;introduced&nbsp;a special 30th Anniversary Collection to mark <a target="_blank" href="https://www.benzinga.com/general/gaming/24/09/40947591/playstation-celebrates-30-years-with-retro-themed-ps5-pro-and-slim-editions" rel="noreferrer noopener">three&nbsp;decades of PlayStation</a>.
Flappy Bird is making a comeback through the Flappy Bird Foundation, with plans to release a new version by 2025 across multiple platforms. The game&#8217;s original creator, Dong Nguyen, distances himself from the <a target="_blank" href="https://benzinga.com/general/gaming/24/09/40885525/i-did-not-sell-anything-flappy-bird-creator-denounces-games-crypto-infused-comeback" rel="noreferrer noopener">project, stating he has no involvement</a>.
Blizzard's Diablo 4 has reportedly generated $150 million from in-game microtransactions <a target="_blank" href="https://www.benzinga.com/general/gaming/24/09/40886670/blizzards-diablo-4-generates-150m-from-microtransactions-contributing-to-over-1b-in-sales" rel="noreferrer noopener">since its release in&nbsp;June 2023</a>.
Read: <a target="_blank" href="https://www.benzinga.com/general/gaming/24/09/40871056/larry-ellisons-daughters-gaming-company-hit-by-wave-of-mass-resignation-staff-walkout-amid-spinoff" rel="noreferrer noopener">Larry Ellison&#8217;s Daughter&#8217;s Gaming Company Hit By Wave Of Mass Resignation: Staff Walkout Amid Spinoff Failure</a>
Smartphones
Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) announced a price increase for its battery replacement&nbsp;service for the&nbsp;iPhone 16 Pro&nbsp;<a target="_blank" href="https://www.benzinga.com/news/24/09/40870767/apple-wants-you-to-pay-more-for-iphone-16-battery-replacement-heres-how-much-it-will-cost" rel="noreferrer noopener">and&nbsp;</a><a target="_blank" href="https://www.benzinga.com/news/24/09/40870767/apple-wants-you-to-pay-more-for-iphone-16-battery-replacement-heres-how-much-it-will-cost" rel="noreferrer noopener">iPhone 16 Pro Max</a>.
Apple is experiencing lower-than-anticipated demand for its&nbsp;iPhone 16 Pro and Pro Max&nbsp;models during the first weekend of pre-orders, according to <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40872864/apple-staring-at-lower-than-expected-demand-for-iphone-16-pro-and-pro-max-in-the-fi" rel="noreferrer noopener">top analyst&nbsp;Ming-Chi Kuo</a>.
Related: <a target="_blank" href="https://www.benzinga.com/markets/equities/24/09/40869770/no-razzle-dazzle-with-latest-iphone-but-apple-wowed-with-these-2-glowtime-announcements-says-gur" rel="noreferrer noopener">No &#8216;Razzle-Dazzle&#8217; With Latest iPhone, But Apple Wowed With These 2 &#8216;Glowtime&#8217; Announcements, Says Gurman</a>
Apple stated that iPhone production in India would hit 20% -25% by 2027, improving margins over time. AirPods and Apple Watch production outside China to exceed <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40927849/apple-expands-beyond-china-to-india-southeast-asia-analyst-warns-of-margin-impact" rel="noreferrer noopener">50% by 2024 and 2027, respectively</a>.
The&nbsp;upcoming trifold smartphone&nbsp;from&nbsp;Huawei Technologies, China's top smartphone maker,&nbsp;is being listed for over $7,000 on online marketplaces, more than double its<a target="_blank" href="https://www.benzinga.com/24/09/40912367/huaweis-trifold-is-now-fetching-7-000-as-buyers-flip-apple-rivals-device-on-online-marketplaces-in-c" rel="noreferrer noopener"> list price, even before its official release</a>.
Technology
Microsoft Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) has reported that&nbsp;Russian cyber-influence operations&nbsp;are now targeting the&nbsp;Kamala Harris–Tim Walz&nbsp;campaign in the lead-up <a target="_blank" href="https://www.benzinga.com/news/24/09/40912191/harris-walz-campaign-targeted-by-russian-hackers-microsoft-threat-analysis-center-notices-shift-in-t" rel="noreferrer noopener">to the 2024 presidential election</a>.
Alibaba Group Holding Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BABA#NYSE">BABA</a>) announced the launch of more than 100 new open-source AI models and <a target="_blank" href="https://www.benzinga.com/news/24/09/40934797/alibaba-shares-rise-4-in-premarket-after-company-unveils-over-100-new-ai-models-and-text-to-video-to" rel="noreferrer noopener">introduced a text-to-video generation tool</a>.
ByeDance-owned&nbsp;TikTok, the widely-used social media platform for creating and sharing short-form videos, has <a target="_blank" href="https://www.benzinga.com/news/24/09/40890877/tiktoks-future-hangs-in-balance-as-judges-express-skepticism-in-us-court-battle" rel="noreferrer noopener">encountered a doubtful panel of judges</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/09/40914747/jpmorgan-ceo-jamie-dimon-thinks-social-media-platforms-like-tiktok-and-facebook-are-a-total-stupid-w" rel="noreferrer noopener">JPMorgan CEO Jamie Dimon Thinks Social Media Platforms Like TikTok And Facebook Are &#8216;A Total Stupid Waste Of Time&#8217;</a>
Billionaire entrepreneur and "Shark Tank" star&nbsp;, Mark Cuban&nbsp;has shared a new patent that allows social media platforms and user profiles to sell <a href="https://www.benzinga.com/news/24/09/40913939/mark-cuban-is-no-poster-boy-for-the-existing-patent-system-but-its-not-stopping-him-from-getting-his">advertisements of any media type</a>.
Elon Musk
Elon Musk has agreed with&nbsp;NVIDIA CEO&nbsp;Jensen Huang's prediction of a future where individuals will have personal digital agents akin to&nbsp;<a href="https://www.benzinga.com/news/24/09/40931686/elon-musk-agrees-with-nvidia-ceo-jensen-huangs-vision-of-a-future-where-well-have-our-own-ai-powered" target="_blank" rel="noreferrer noopener">Star Wars' R2-D2</a><a href="https://www.benzinga.com/news/24/09/40931686/elon-musk-agrees-with-nvidia-ceo-jensen-huangs-vision-of-a-future-where-well-have-our-own-ai-powered" target="_blank" rel="noreferrer noopener"> or&nbsp;</a><a href="https://www.benzinga.com/news/24/09/40931686/elon-musk-agrees-with-nvidia-ceo-jensen-huangs-vision-of-a-future-where-well-have-our-own-ai-powered" target="_blank" rel="noreferrer noopener">C-3PO</a>.
Read: <a target="_blank" href="https://www.benzinga.com/news/24/09/40933824/nvidia-rival-amds-ceo-says-theres-no-one-size-fits-all-as-ai-chip-race-heats-up" rel="noreferrer noopener">Nvidia Rival AMD&#8217;s CEO Says &#8216;There&#8217;s No One Size Fits All&#8217; As AI Chip Race Heats Up</a>
Musk's social media platform,&nbsp;X, formerly&nbsp;Twitter, had managed to temporarily bypass a&nbsp;ban in Brazil with the help of an <a target="_blank" href="https://www.benzinga.com/news/24/09/40932378/elon-musks-x-manages-to-dodge-brazil-ban-with-software-update-court-wants-an-explanation" rel="noreferrer noopener">automatic update of its software</a>.
Mark Cuban said he would be interested in acquiring&nbsp;Rupert&nbsp;Murdoch's Fox News and&nbsp;Elon Musk's X, formerly&nbsp;Twitter, but t<a target="_blank" href="https://www.benzinga.com/news/24/09/40913939/mark-cuban-is-no-poster-boy-for-the-existing-patent-system-but-its-not-stopping-him-from-getting-his" rel="noreferrer noopener">here are certain hurdles involved</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/09/40897716/elon-musk-reacts-after-mark-cuban-says-he-would-buy-x-in-a-heartbeat" rel="noreferrer noopener">Elon Musk Reacts After Mark Cuban Says He Would Buy X &#8216;In A Heartbeat&#8217;</a>
Artificial Intelligence (AI)
ChatGPT-parent&nbsp;OpenAI&nbsp;has acknowledged that its latest model,&nbsp;known as "o1,"&nbsp;could potentially be <a target="_blank" href="https://www.benzinga.com/news/24/09/40870931/chatgpt-creator-openai-says-its-latest-models-pose-bioweapons-creation-risk-ai-giant-particularly-ca" rel="noreferrer noopener">misused for creating biological weapons</a>.
OpenAI&nbsp;has announced&nbsp;an independent board oversight committee focused on safety and security. It was established in response to&nbsp;<a target="_blank" href="https://www.benzinga.com/news/24/09/40890661/chatgpt-parent-openai-establishes-oversight-committee-for-safety-amid-recent-fears-of-biological-wea" rel="noreferrer noopener">ongoing security process controversies</a>.
Speaking at an Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) financial analysts meeting, co-founder and CTO of the tech giant,&nbsp;Larry Ellison&nbsp;predicted that&nbsp;artificial intelligence will eventually power <a target="_blank" href="https://www.benzinga.com/news/24/09/40892284/oracles-larry-ellison-predicts-police-officers-will-be-supervised-at-all-times-and-citizens-will-be" rel="noreferrer noopener">extensive law enforcement surveillance systems</a>.
Microsoft&#8217;s LinkedIn, the professional networking giant, has come under scrutiny for reportedly using user data for <a target="_blank" href="https://www.benzinga.com/news/24/09/40931968/microsofts-linkedin-in-hot-water-for-allegedly-using-data-of-users-for-training-ai-before-updating-t" rel="noreferrer noopener">AI training before&nbsp;updating its terms of service</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/09/40932928/billionaire-tech-ceo-says-not-to-bs-employees-they-are-too-smart-to-believe-ai-will-not-impact-their" rel="noreferrer noopener">Billionaire Tech CEO Says Not To &#8216;BS&#8217; Employees, They Are &#8216;Too Smart&#8217; To Believe AI Will Not Impact Their Jobs: &#8216;If You Think You&#8217;re Going To Try To Game This&#8230;&#8217;</a>

BABA

Sony Group Corporation American Depositary Shares

SONY

Consumer Tech News (Sept 15-Sept 21): Russian Cyber-Influence Operations Targeting Harris–Walz campaign, Apple Raises Price For Battery Replacement & More

The past week has been a whirlwind of news in the tech world, with artificial intelligence (AI) taking the spotlight. From predictions about AI-powered surveillance to personal digital agents, the future of AI seems to be on everyone&#8217;s mind. Here&#8217;s a quick recap of the top stories that made headlines over the weekend.
Oracle&#8217;s Larry Ellison Foresees AI-Powered Surveillance
Larry Ellison co-founder and CTO of&nbsp;Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) made a bold prediction about the future of law enforcement. He believes that AI will power extensive surveillance systems, leading to constant supervision of police officers and citizens. Ellison stated, "Every police officer is going to be supervised at all times, and if there's a problem, AI will report that problem and report it to the appropriate person."
<a href="https://www.benzinga.com/news/24/09/40892284/oracles-larry-ellison-predicts-police-officers-will-be-supervised-at-all-times-and-citizens-will-be">Read the full article here.</a>
Elon Musk And Nvidia CEO Share Vision Of AI-Powered Personal Assistants
Elon Musk, CEO of Tesla and SpaceX, agreed with Nvidia Corporation&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) CEO Jensen Huang&#8217;s vision of a future where individuals will have personal digital agents akin to Star Wars' R2-D2 or C-3PO. Huang shared his vision during T-Mobile&#8217;s Capital Markets Day 2024, expressing excitement about the idea of a computer that grows smarter over time.
<a href="https://www.benzinga.com/news/24/09/40931686/elon-musk-agrees-with-nvidia-ceo-jensen-huangs-vision-of-a-future-where-well-have-our-own-ai-powered">Read the full article here.</a>
See Also:&nbsp;<a href="https://www.benzinga.com/news/24/09/40897716/elon-musk-reacts-after-mark-cuban-says-he-would-buy-x-in-a-heartbeat?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Elon Musk Reacts After Mark Cuban Says He Would Buy X &#8216;In A Heartbeat&#8217;</a>
LinkedIn Under Scrutiny for Alleged Misuse of User Data
Microsoft Corporation's LinkedIn has come under fire for reportedly using user data for AI training before updating its terms of service. This primarily affected users in the U.S., with those in the EU, European Economic Area, or Switzerland likely exempt due to stringent data privacy rules.
<a href="https://www.benzinga.com/news/24/09/40931968/microsofts-linkedin-in-hot-water-for-allegedly-using-data-of-users-for-training-ai-before-updating-t">Read the full article here.</a>
World Wide Technology CEO Warns Against Misleading Employees About AI
Jim Kavanaugh, CEO of World Wide Technology, warned leaders not to deceive employees about the impact of AI on jobs. He emphasized that employees are "too smart" to believe that AI won't change job dynamics and stressed the importance of transparency.
<a href="https://www.benzinga.com/news/24/09/40932928/billionaire-tech-ceo-says-not-to-bs-employees-they-are-too-smart-to-believe-ai-will-not-impact-their">Read the full article here.</a>
Salesforce CEO Criticizes Microsoft&#8217;s Copilot
Marc Benioff, CEO of Salesforce, criticized&nbsp;Microsoft Corporation's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)&nbsp;Copilot by comparing it to the infamous "Clippy" assistant. Benioff stated that Microsoft's Copilot has not offered any value to customers, likening it to selling science projects to companies.
<a href="https://www.benzinga.com/news/24/09/40954193/salesforce-ceo-marc-benioff-slams-microsofts-copilot-compares-it-to-failed-clippy-assistant-like-wer">Read the full article here.</a>
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/24/09/40940596/matching-nvidia-in-short-term-is-unlikely-analysts-predict-as-china-ramps-up-search-for-rivalling-je?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">&#8216;Matching Nvidia In Short-Term Is Unlikely,&#8217; Analysts Predict As China Ramps Up Search For Rivalling Jensen Huang-Led Chip Giant Amid US Sanctions</a></li>
</ul>
This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/ananya-gairola" target="_blank" rel="noreferrer noopener">Ananya Gairola</a>
Image Via Shutterstock

General

Elon Musk And Nvidia CEO Share Vision Of AI-Powered Personal Assistants, LinkedIn Under Scrutiny And More: This Week In AI

Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) has outperformed the market over the past 5 years by 11.84% on an annualized basis producing an average annual return of 25.79%. Currently, Oracle has a market capitalization of $465.52 billion. 
Buying $1000 In ORCL: If an investor had bought $1000 of ORCL stock 5 years ago, it would be worth $3,109.96 today based on a price of $168.00 for ORCL at the time of writing.
<h3>Oracle's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1726867809_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Oracle Stock In The Last 5 Years

In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) alongside its primary competitors in the Software industry. By meticulously examining crucial financial indicators, market positioning, and growth potential, we aim to provide valuable insights to investors and shed light on company's performance within the industry.
<h3>Oracle Background</h3>
Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>Oracle Corp</td>
<td>43.19</td>
<td>42.94</td>
<td>8.81</td>
<td>30.01%</td>
<td>$5.44</td>
<td>$9.4</td>
<td>6.86%</td>
</tr>
<tr>
<td>Microsoft Corp</td>
<td>37.17</td>
<td>12.14</td>
<td>13.36</td>
<td>8.45%</td>
<td>$34.33</td>
<td>$45.04</td>
<td>15.2%</td>
</tr>
<tr>
<td>ServiceNow Inc</td>
<td>166.53</td>
<td>21.84</td>
<td>19.13</td>
<td>3.12%</td>
<td>$0.48</td>
<td>$2.08</td>
<td>22.19%</td>
</tr>
<tr>
<td>Palo Alto Networks Inc</td>
<td>45.82</td>
<td>21.01</td>
<td>14.71</td>
<td>7.42%</td>
<td>$0.39</td>
<td>$1.62</td>
<td>12.09%</td>
</tr>
<tr>
<td>CrowdStrike Holdings Inc</td>
<td>401.83</td>
<td>23.82</td>
<td>19.58</td>
<td>1.75%</td>
<td>$0.12</td>
<td>$0.73</td>
<td>31.74%</td>
</tr>
<tr>
<td>Fortinet Inc</td>
<td>44.77</td>
<td>200.81</td>
<td>10.60</td>
<td>504.05%</td>
<td>$0.5</td>
<td>$1.16</td>
<td>10.95%</td>
</tr>
<tr>
<td>Gen Digital Inc</td>
<td>27.98</td>
<td>8.39</td>
<td>4.47</td>
<td>8.69%</td>
<td>$0.54</td>
<td>$0.78</td>
<td>2.33%</td>
</tr>
<tr>
<td>Monday.Com Ltd</td>
<td>334.34</td>
<td>15.02</td>
<td>16.35</td>
<td>1.62%</td>
<td>$0.0</td>
<td>$0.21</td>
<td>34.4%</td>
</tr>
<tr>
<td>Dolby Laboratories Inc</td>
<td>33.31</td>
<td>2.85</td>
<td>5.63</td>
<td>1.58%</td>
<td>$0.06</td>
<td>$0.25</td>
<td>-3.2%</td>
</tr>
<tr>
<td>CommVault Systems Inc</td>
<td>39.49</td>
<td>23.77</td>
<td>7.98</td>
<td>6.62%</td>
<td>$0.02</td>
<td>$0.18</td>
<td>13.38%</td>
</tr>
<tr>
<td>Qualys Inc</td>
<td>27.22</td>
<td>10.61</td>
<td>7.98</td>
<td>10.52%</td>
<td>$0.05</td>
<td>$0.12</td>
<td>8.38%</td>
</tr>
<tr>
<td>Teradata Corp</td>
<td>45.45</td>
<td>37.27</td>
<td>1.62</td>
<td>57.36%</td>
<td>$0.09</td>
<td>$0.27</td>
<td>-5.63%</td>
</tr>
<tr>
<td>Progress Software Corp</td>
<td>35.37</td>
<td>6.14</td>
<td>3.62</td>
<td>3.75%</td>
<td>$0.05</td>
<td>$0.14</td>
<td>-1.78%</td>
</tr>
<tr>
<td>N-able Inc</td>
<td>72.28</td>
<td>3.33</td>
<td>5.43</td>
<td>1.32%</td>
<td>$0.03</td>
<td>$0.1</td>
<td>12.6%</td>
</tr>
<tr>
<td>SolarWinds Corp</td>
<td>106.92</td>
<td>1.67</td>
<td>2.80</td>
<td>0.86%</td>
<td>$0.07</td>
<td>$0.17</td>
<td>4.44%</td>
</tr>
<tr>
<td>Average</td>
<td>101.32</td>
<td>27.76</td>
<td>9.52</td>
<td>44.08%</td>
<td>$2.62</td>
<td>$3.77</td>
<td>11.22%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
 color: #fff;
 text-align: left;
 }

 tr:nth-child(even) {
 background-color: #f2f4f8;
 }

 tr:hover {
 background-color: #e1e4ea;
 }

 td:nth-child(3), td:nth-child(5) {
 text-align: left;
 }

 .dividend-amount {
 font-weight: bold;
 color: #0d6efd;
 }

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>By conducting an in-depth analysis of Oracle, we can identify the following trends: 
<ul>
<li>
The Price to Earnings ratio of 43.19 is 0.43x lower than the industry average, indicating potential undervaluation for the stock.
</li>
<li>
The elevated Price to Book ratio of 42.94 relative to the industry average by 1.55x suggests company might be overvalued based on its book value.
</li>
<li>
The Price to Sales ratio is 8.81, which is 0.93x the industry average. This suggests a possible undervaluation based on sales performance.
</li>
<li>
The Return on Equity (ROE) of 30.01% is 14.07% below the industry average, suggesting potential inefficiency in utilizing equity to generate profits.
</li>
<li>
The Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $5.44 Billion is 2.08x above the industry average, highlighting stronger profitability and robust cash flow generation.
</li>
<li>
With higher gross profit of $9.4 Billion, which indicates 2.49x above the industry average, the company demonstrates stronger profitability and higher earnings from its core operations.
</li>
<li>
The company is witnessing a substantial decline in revenue growth, with a rate of 6.86% compared to the industry average of 11.22%, which indicates a challenging sales environment.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1726844450_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio helps evaluate the capital structure and financial leverage of a company.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
By considering the Debt-to-Equity ratio, Oracle can be compared to its top 4 peers, leading to the following observations:
<ul>
<li>
Among its top 4 peers, Oracle is placed in the middle with a moderate debt-to-equity ratio of 7.81.
</li>
<li>
This implies a balanced financial structure, with a reasonable proportion of debt and equity.
</li>
</ul>
<h3>Key Takeaways</h3>
For Oracle in the Software industry, the PE ratio is low compared to peers, indicating potential undervaluation. The PB ratio is high, suggesting investors are willing to pay a premium for its assets. The PS ratio is low, signaling a possible undervaluation based on revenue. In terms of ROE, Oracle is performing below industry average, while its high EBITDA and gross profit indicate strong operational performance. The low revenue growth may raise concerns about future prospects compared to industry peers.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Inquiry Into Oracle's Competitor Dynamics In Software Industry

Oracle Corp's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) CloudWorld in Las Vegas had no shortage of artificial intelligence (AI) buzz, but investors hoping for a quick windfall might need <a href="https://www.benzinga.com/quote/ORCL/news">to temper expectations</a>.
JPMorgan analyst Tien-tsin Huang, who attended the event, noted that while Oracle's multi-cloud advancements are laying the groundwork for the future, the immediate impact on revenues is still uncertain.
"We saw numerous examples of high-value AI-driven tech services," Huang stated, highlighting the long-term potential of AI in transforming enterprise workflows. 
However, he remains cautious about the near-term outlook, adding, "Near-term demand improvement remains elusive," despite growing client interest in AI.
<h2 class="wp-block-heading">Oracle Makes A Big Move</h2>
Oracle's big move at CloudWorld was its announcement of Oracle Database (ODB) on AWS, building on similar launches with Microsoft Corp&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Azure and Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google Cloud.
This multi-cloud push, Huang believes, is a critical strategy for companies looking to "maximize the value of GenAI" by optimizing data across different platforms.
Read Also: <a href="https://www.benzinga.com/startups/24/09/40922366/oracles-larry-ellison-briefly-became-wealthier-than-jeff-bezos-heres-how-his-fortune-outpaced-amazon">Oracle&#8217;s Larry Ellison Briefly Became Wealthier Than Jeff Bezos. Here&#8217;s How His Fortune Outpaced Amazon&#8217;s Founder</a>
<h2 class="wp-block-heading">Yet To See Material Revenue Momentum</h2>
Yet, the short-term demand for tech services in AI remains lukewarm. "We did not sense that any have achieved material revenue momentum in the category," Huang observed, signaling that while enterprise clients are interested in AI, the financial payoff might still be a few quarters away.
<h2 class="wp-block-heading">Accenture: A Secular Winner</h2>
Long-term, Huang is optimistic about Oracle and its tech services partners, particularly Accenture PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>), which he sees "as a secular winner" in helping companies customize and optimize generative AI solutions for business processes.
As companies transition to a more interoperable, multi-cloud environment, the opportunities for AI and tech services will grow, but patience is key.
For now, investors should keep their eyes on the big picture, as the immediate AI windfall for Oracle might take some time to materialize.
Read Next: 
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<li><a href="https://www.benzinga.com/m-a/24/09/40926078/nvidia-considers-165m-octoai-acquisition-aims-to-strengthen-ai-and-cloud-dominance">Nvidia Considers $165M OctoAI Acquisition, Aims to Strengthen AI and Cloud Dominance</a></li>
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Oracle CloudWorld Highlights 'AI-Driven Tech Services,' But Revenue Growth Requires Patience: Analyst

There were a lot of injections, of the COVID vaccine variety, four years ago, but now the Federal Reserve is injecting some financial adrenaline through stimulative interest rate cuts.

Fed Injects Rate Cut Adrenaline

The consumer goods sector is flourishing, with positive economic indicators and solid wage gains. As consumer spending rebounds, quality consumer stocks Amazon.com (AMZN), Lowe's Companies (LOW), and The TJX Companies (TJX) could be ideal buys now. Keep reading… As consumer spending rebounds, consumer stocks offer promising investment opportunities. The industry represents companies that provide non-essential goods and services, such as home improvement, fashion, and consumer products, which tend to perform well when consumer confidence and spending are high.
Given this backdrop, it could be wise to invest in fundamentally strong consumer stocks  Amazon.com, Inc. (<a href="https://stocknews.com/stock/AMZN/">AMZN</a>), Lowe's Companies, Inc. (<a href="https://stocknews.com/stock/LOW/">LOW</a>), and The TJX Companies, Inc. (<a href="https://stocknews.com/stock/TJX/">TJX</a>).
Consumers boosted spending in August, propelling the economy's growth prospects for the third quarter. The Commerce Department reported that <a href="https://www.reuters.com/markets/us/us-consumer-spending-rises-moderately-august-inflation-slows-2024-09-27/">consumer spending rose 0.2%</a>.
Unemployment also ticked down in August, with a <a href="https://www.marketplace.org/2024/09/06/august-jobs-report-is-mixed-but-a-pleasant-surprise-on-wages/">0.4% month-to-month growth in wages</a>. This was better than what the economists were expecting and was bigger than the wage growth in July. This can be an indication of a further increase in consumer spending.
Additionally, with the hopes of <a href="https://www.reuters.com/markets/us/traders-bet-second-straight-50-bps-fed-rate-cut-november-2024-09-27/">another 50-point interest rate cut</a> by the Fed, right after the historic cut this month, it could also boost the economy and its consumer spending further alongside easing inflation over the year.
Considering these encouraging economic trends, let's delve deeper into the fundamentals of top consumer stocks.
Amazon.com, Inc. (<a href="https://stocknews.com/stock/AMZN/">AMZN</a>)
AMZN specializes in retail sales, advertising, and subscription services through online and physical stores. The company also manufactures and sells electronics like Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and Eero and develops media content. Its segments include North America; International; and Amazon Web Services (AWS).
On September 16, AWS announced a strategic collaboration with Intel Corporation (<a href="https://stocknews.com/stock/INTC/">INTC</a>) to co-invest in custom chip designs under a multi-year, multi-billion-dollar framework. INTC will produce an AI fabric chip for AWS using its most advanced process node, Intel 18A.
By leveraging INTC's state-of-the-art technology, AWS would enhance its performance and efficiency, positioning AMZN at the forefront of innovation.
On September 9, AWS announced a strategic partnership with Oracle Corporation (<a href="https://stocknews.com/stock/ORCL/">ORCL</a>) to launch Oracle Database@AWS. This new service allows customers to access Oracle Autonomous Database on dedicated infrastructure and Oracle Exadata Database Service within AWS.
By integrating ORCL's services, AWS can enhance its cloud infrastructure, attracting more customers seeking robust database solutions. This strengthens AMZN's position in the cloud market, driving growth and broadening its service capabilities.
For the fiscal 2024 second quarter, which ended on June 30, AMZN's total net sales increased 10.1% year-over-year to $147.98 billion. Its <a href="https://www.investopedia.com/terms/o/operatingincome.asp">operating income</a> rose 91% from the year-ago value to $14.67 billion.
Additionally, the company's net income amounted to $13.48 billion, representing a year-over-year increase of 99.8%. Meanwhile, AMZN's EPS for the quarter grew 93.8% from the previous year's quarter to $1.26.
Analysts expect AMZN's revenue and EPS for the fiscal third quarter (ending September 2024) to increase 9.9% and 20.6% year-over-year to $157.18 billion and $1.13, respectively. In addition, the company topped the consensus EPS estimates in each of the trailing four quarters.
Shares of AMZN have surged 4.5% over the past six months and 49.2% over the past year to close the last trading session at $187.97.
AMZN's bright prospects are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
AMZN has an A grade for Sentiment and a B grade for Momentum and Quality. Within the B-rated <a href="https://stocknews.com/category/internet/">Internet</a> industry, it is ranked #13 out of 52 stocks.
<a href="https://stocknews.com/stock/AMZN/">Click here</a> to see AMZN's ratings for Growth, Value, and Stability.
Lowe's Companies, Inc. (<a href="https://stocknews.com/stock/LOW/">LOW</a>)
LOW operates as a home improvement retailer. It provides a line of products for construction, maintenance, repair, remodeling, and decorating. It also offers home improvement products, like appliances, seasonal and outdoor living, lawn and garden.
On June 3, LOW became the first home improvement retailer to offer customers an in-store, Apple Vision Pro-powered experience. With the technology, customers can try Lowe's Style Studio&#x2122; for Apple Vision Pro firsthand, enabling them to envision and design their dream kitchens using spatial computing and the help of a Lowe's associate.
This breakthrough launch bodes well with LOW's operations that immerse users in a high-fidelity 3D kitchen environment and enable them to explore, imagine, and bring their unique project to life in minutes.
During the fiscal second quarter that ended August 2, 2024, LOW reported net sales of $23.59 billion, and its operating income was $3.45 billion. The company's net earnings and EPS were $2.38 billion and $4.17, respectively. Further, the company's cash and cash equivalents stood at $4.36 billion as of August 2, 2024, compared to $3.49 billion as of August 4, 2023.
Street expects LOW's revenue for the fiscal year ending January 2026 to increase 2.32% year-over-year to $84.85 billion. Its EPS for the same period is expected to grow 7.7% year-over-year to $12.71. Also, the company has topped the consensus EPS estimates in each of the four trailing quarters, which is impressive.
Shares of LOW have surged 5.5% over the past six months and 29.1% over the past year to close the last trading session at $267.14.
LOW's solid fundamentals are reflected in its POWR Ratings. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
LOW has a B grade for Quality. It is ranked #20 out of 57 stocks in the B-rated <a href="https://stocknews.com/category/home-improvement-goods/">Home Improvement &amp; Goods</a> industry.
In addition to the POWR Ratings we've stated above, we also have LOW's ratings for Momentum, Sentiment, Value, Stability, and Growth. Get all LOW ratings <a href="https://stocknews.com/stock/LOW/">here</a>.
The TJX Companies, Inc. (<a href="https://stocknews.com/stock/TJX/">TJX</a>)
TJX operates as an off-price apparel and home fashion retailer in the United States, Canada, Europe, and Australia. It operates through four segments: Marmaxx; HomeGoods; TJX Canada; and TJX International.
On June 7, 2024, TJX announced a definitive agreement for a joint venture with Grupo Axo, S.A.P.I. de C.V., under which TJX would own 49% and Axo would own 51% of the joint venture. The joint venture would comprise Axo's off-price physical store business in Mexico, which includes a total of over 200 stores. The transaction is expected to close later this year.
TJX's net sales for the fiscal second quarter that ended August 3, 2024, amounted to $13.47 billion. The company's net income and earnings per share stood at $1.10 billion and $0.96, respectively.
The consensus revenue estimate of $13.98 billion for the fiscal third quarter ending October 2024 represents a 5.4% increase year-over-year. Its EPS is expected to grow 6.7% year-over-year to $1.10 for the same quarter. Moreover, the company surpassed the consensus revenue and EPS estimates in each of the trailing four quarters.
Over the past six months, TJX's stock has gained 16.2% to close the last trading session at $117.50.
TJX's POWR Ratings reflect its solid prospects. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
TJX has a B grade for Momentum, Stability, Sentiment, and Quality. Within the <a href="https://stocknews.com/category/fashion-luxury/">Fashion &amp; Luxury</a> industry, it is ranked #13 out of 59 stocks.
To see TJX's additional ratings for Growth and Value, <a href="https://stocknews.com/stock/TJX/">click here</a>.
What To Do Next?
43 year investment veteran, Steve Reitmeister, has just released his 2024 market outlook along with trading plan and top 11 picks for the year ahead.
<a href="https://report.stocknews.com/sign-up/stock-market-outlook-2024/?formplacement=artbotad_smo24_rep">2024 Stock Market Outlook &gt;</a>

<hr />
AMZN shares were trading at $185.66 per share on Monday afternoon, down $2.31 (-1.23%). Year-to-date, AMZN has gained 22.19%, versus a 21.27% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Anushka Dutta</h2> <img src='https:/wp-content/uploads/2021/08/Anushka-Dutta_Headshot_3.jpg' style="float:left; padding:5px;width:125px;">Anushka is an analyst whose interest in understanding the impact of broader economic changes on financial markets motivated her to pursue a career in investment research.<a href="https://stocknews.com/authors/?author=anushka-dutta">More...</a>The post <a href=https://stocknews.com/news/amzn-low-tjx-orcl-intc-3-consumer-stocks-to-buy-as-spending-rebounds/>3 Consumer Stocks to Buy as Spending Rebounds</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Consumer Stocks to Buy as Spending Rebounds

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Oracle to park over $6.5B for cloud region in Malaysia

Oracle Corporation ($ORCL) has unveiled plans to invest over $6.5 billion to establish its first public cloud region in Malaysia, marking a signifi...

Oracle's (ORCL) $6.5B Commitment to Cloud in Malaysia

ARK Invest predicts $13T AI software demand by 2030

Amazon (AMZN) performed very well in the last quarter with strategic partnerships, the introduction of new capabilities, and strong sales growth. Also, looking ahead, the company's prospects are bright, with the upcoming holiday season likely to spike consumer spending. So, let's determine whether Amazon is an ideal addition to your portfolio. Read more to find out... Amazon.com, Inc. (<a href="https://stocknews.com/stock/AMZN/">AMZN</a>) engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores.
Ahead of the holiday season, AMZN introduced various initiatives, including Business Prime Rewards and a significant discount to Business Prime Essentials membership, which will exclusively benefit Business Prime members. Also, the company's Prime Big Deal Days sale will open on October 8 - 9, where Prime Members will have exclusive access to millions of early holiday deals.
During the second quarter, Amazon entered into a strategic partnership with Intel Corporation to advance U.S.-based chip manufacturing. The coe 4vmpany also collaborated with Oracle Corporation for the launch of a new service, Oracle Database@AWS, enabling customers to access Oracle Autonomous Database.
Also, buy with Prime and Amazon multi-channel fulfillment recently expanded with its new capabilities and more brands. These new capabilities are part of AMZN's focus on innovating in order to help businesses of all sizes increase their sales on their own online stores and other channels beyond Amazon.com.
The company reported its second-quarter results, where its AWS segment sales rose 18.7% year-over-year to $26.28 billion, and its total net sales were $147.98 billion.
Buoyed by the company's last quarter performance, AMZN has provided the following guidance for the fiscal 2024 third quarter. It expects net sales between $154 billion and $158.50 billion. The company's operating income is expected to be between $11.50 billion and $15 billion.
Shares of AMZN have surged 4.2% over the past month and 43% over the past year to close its last trading session at $185.13.
Let's look at factors that could influence AMZN's performance in the upcoming months.
Positive Recent Developments
On September 16, AMZN's Amazon Web Services. Inc. (AWS) and Intel Corporation (<a href="https://stocknews.com/stock/INTC/">INTC</a>) announced a co-investment to help advance U.S.-based chip manufacturing through a multi-year, multi-billion-dollar arrangement encompassing products and wafers from Intel. Through INTC's state-of-the-art technology, AWS will enhance its performance and efficiency.
The collaboration marked a significant expansion of the two companies' longstanding alliance to help customers power virtually any workload and accelerate the performance of artificial intelligence (AI) applications.
On September 9, AWS entered into a strategic partnership with Oracle Corporation (<a href="https://stocknews.com/stock/ORCL/">ORCL</a>) to launch Oracle Database@AWS, a new service enabling customers to access Oracle Autonomous Database on dedicated infrastructure and Oracle Exadata Database Service within AWS.
By integrating ORCL's services, AWS can enhance its cloud infrastructure, attracting more customers seeking robust database solutions. This further strengthens AMZN's position in the cloud market, driving growth and broadening its service capabilities.
Robust Financials
AMZN's total net sales increased 10.1% year-over-year to $147.98 billion during the second quarter that ended June 30, 2024. Its operating income grew 91% from the year-ago value to $14.67 billion. The company's income before income taxes of $15.24 billion reflects a growth of 101.6% from the prior-year quarter.
In addition, the company's net income and EPS came in at $13.48 billion and $1.26, indicating increases of 99.8% and 93.8% from the prior year's quarter, respectively. Its free cash flow was $52.97 million for the quarter, up from $7.88 billion during the prior year's quarter.
Also, as of June 30, 2024, the company's total assets stood at $554.82 billion, compared to $527.85 billion as of December 31, 2023.
Solid Historical Growth
AMZN's revenue and EBITDA have grown at respective CAGRs of 10.9% and 20.6% over the past three years. The company's EBIT has increased at a CAGR of 22.4% over the same timeframe, while its net income and EPS have improved at CAGRs of 14.7% and 13.3%, respectively.
Also, the company's tangible book value and total assets have grown at CAGRs of 29% and 15.5% over the past three years, respectively.
Favorable Analyst Estimates
Analysts expect AMZN's revenue for the third quarter (ended September 2024) to increase 9.9% year-over-year to $157.18 billion. The consensus EPS estimate of $1.13 for the same quarter indicates a 20.6% year-over-year improvement. Moreover, AMZN has an impressive earnings surprise history, having topped consensus EPS estimates in each of the trailing four quarters.
For the fiscal year ending December 2024, the company's revenue and EPS are expected to grow 10.5% and 63% year-over-year to $635.38 billion and $4.73, respectively. Also, Street expects its revenue and EPS for the fiscal year 2025 to increase 10.8% and 22.5% year-over-year to $704.27 billion and $5.79, respectively.
High Profitability
AMZN's trailing-12-month EBIT margin of 9% is 13.7% higher than the industry average of 7.91%. Its trailing-12-month net income margin of 7.35% is 60.3% higher than the industry average of 4.59%. Similarly, its trailing-12-month <a href="https://www.investopedia.com/terms/g/gross_profit_margin.asp">gross profit margin</a> of 48.04% is considerably higher than the industry average of 37.13%.
Furthermore, the stock's trailing-12-month ROCE, ROTC, and ROTA of 21.93%, 9.22%, and 8.01% are favorable, compared to the industry averages of 11.26%, 6.17%, and 4.06%, respectively. AMZN's trailing-12-month Leveraged FCF margin of 9.79% is significantly above the 5.10% industry average.
POWR Ratings Reflect Promise
AMZN's solid fundamentals are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The stock has an overall rating of B, translating to a Buy in our proprietary system. The POWR Ratings are calculated by considering 118 different factors, with each factor weighted to an optimal degree.
Our proprietary rating system also evaluates each stock based on eight distinct categories. AMZN has an A grade for Sentiment, in sync with its favorable analyst estimates.
In addition, the stock has a B grade for Quality, consistent with its higher-than-industry profitability. It also has a B grade for Momentum,
AMZN is ranked #14 in the 52-stock A-rated <a href="https://stocknews.com/category/internet/">Internet</a> industry.
Beyond what I have stated above, we have also given AMZN grades for Value, Growth, and Stability. Get access to all the AMZN Ratings <a href="https://stocknews.com/stock/AMZN/">here</a>.
Bottom Line
Amazon is a well-known multinational company operating as a retail seller of consumer products. The company's strong industry footing worldwide, strategic collaborations, and solid financial performance position it for bright long-term prospects.
Further, as the holiday season nears, the company is all set to benefit from rising consumer spending. Amazon is welcoming the holidays with attractive initiatives and offers that will benefit different sections of its customers.
Given AMZN's solid financials, accelerating profitability, and promising growth outlook, this stock could be an ideal buy now.
How Does Amazon.com, Inc. (AMZN) Stack Up Against Its Peers?
While AMZN has an overall POWR Rating of B, investors could also check out these other stocks within the A-rated <a href="https://stocknews.com/category/internet/">Internet</a> industry with A (Strong Buy) or B (Buy) ratings: Meituan ADR (<a href="https://stocknews.com/stock/MPNGY/">MPNGY</a>), Expedia Group Inc. (<a href="https://stocknews.com/stock/EXPE/">EXPE</a>), and Fiverr International Ltd. (<a href="https://stocknews.com/stock/FVRR/">FVRR</a>).
For exploring more A and B-rated internet stocks, <a href="https://stocknews.com/category/internet/">click here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

<hr />
AMZN shares were trading at $185.33 per share on Wednesday afternoon, up $0.20 (+0.11%). Year-to-date, AMZN has gained 21.98%, versus a 20.91% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Rjkumari Saxena</h2> <img src='https:/wp-content/uploads/2024/04/Rajkumari-Saxena_Image-1.jpeg' style="float:left; padding:5px;width:125px;">Rajkumari started her career as a writer but gradually shifted her focus to financial journalism, leveraging her educational background in Commerce. Fascinated by the interplay of business and economic shifts in equities, she aspires to evolve as an analyst. With a knack for simplifying complex financial concepts, her mission is to empower investors with insights that lead to profitable decisions.<a href="https://stocknews.com/authors/?author=rajkumari-saxena">More...</a>The post <a href=https://stocknews.com/news/amzn-mpngy-expe-fvrr-orcl-intc-should-you-buy-amazon-now-ahead-of-the-holiday-season/>Should You Buy Amazon Now, Ahead of the Holiday Season Surge?</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

Should You Buy Amazon Now, Ahead of the Holiday Season Surge?

Oracle ($ORCL) has been an under-the-radar high-flyer stock in 2024 and has just caught the attention of Wall Street. Shares are up 61% year-to-dat...

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