 Oracle had a game-changing year, establishing itself as a leading player in AI infrastructure and services. The growth and dividend outlook... ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ |
| | Written by Thomas Hughes 
Oracle’s (NYSE: ORCL) game-changing news isn’t centered on a single event but rather a series that culminates in forming The Stargate Project. The Stargate Project is a new joint venture between OpenAI and Softbank intended to build next-gen AI-focused data centers in the United States. Oracle is among the critical technology partners and is central to the build. Its database services and increasing AI capability make it a perfect partner and cement it as a crucial player in the cloud, AI infrastructure, and now AI services. The AI services matter most; it is forecasted to be the largest and fastest-growing segment of AI, capable of sustaining Oracle’s business growth at a robust pace for the next decade at least. Other news includes the launch of Oracle’s AI agents. The AI agents are part of Oracle’s Fusion Cloud Customer Experience suite and are already available to customers. The tools include automation and generative capabilities that connect data across financial systems, supply chains, and cloud hyperscalers. Features include customizable email generation, advanced record keeping, and time-saving automation of manual tasks that leave sales teams more time to engage with customers. The takeaway is that Oracle is quickly becoming a critical AI services provider, which is evident in its recently acquired business. WE Fashion is one of Europe’s leading fashion retailers. It is an omnichannel business with operations in nearly three dozen countries. It is switching to Oracle’s cloud and will use the retail suite and warehouse management AI. The move includes completely redesigning business processes, improved security, and increased agility. Services include automation of best practices, inventory optimization, and consumer insight to improve operational quality and sales. Trump Backs the Stargate Project: Promises Expedited Approval The analysts’ consensus forecasts reported by MarketBeat are likely too low because The Stargate Project will generate results this year. Not only is the first campus already chosen, but newly-inaugurated President Trump has promised to fast-track the approval processes, and additional campus sites will be found soon. Trump’s support assures a rapid advancement with reduced risks, which is significant because of the $500 billion price tag and impact on national security. The project will advance the U.S. AI capability while improving domestic infrastructure and creating jobs. The analysts forecast only 8.5% growth in 2025 despite the robust performance of cloud and AI infrastructure segments in the first fiscal half and building momentum in the services segment. The critical details are that this company is growing, widening its margin, improving cash flow, and has a positive outlook for all to improve in 2025 and 2026. Cash flow is important because it allows this company to pay a reliable dividend and increase the distribution annually while reinvesting in its growth. The balance sheet highlights from the first half include higher-than-wanted debt levels offset by increased cash and assets, steady liability, and a significant increase in shareholder equity. Analysts Forecast New Highs for Oracle in 2025 Oracle’s analyst trends are positive, including increased coverage, firm sentiment, and a rising price target. The 30 tracked by MarketBeat rate the stock as Moderate Buy and lifted the consensus target by nearly 45% since early 2024. The consensus implies fair value near 2024’s highs, but revisions lead to the high range, which runs from $200 to $220, a 9% to 15% upside from the critical resistance point. The charts are promising. The price action confirms support at a critical moving average and aligns with an uptrend. The critical resistance point is near the all-time high and will likely be tested early in the year. A move above $198 will be a bullish signal and open the door to a larger movement. The technical outlook in that scenario is another $45 to $75 of upside, giving a target range of $245 to $275. 
 Read This Story Online | As we step into 2025, artificial intelligence (AI) continues to revolutionize industries with groundbreaking advancements. From the surge in generative AI technologies transforming creative processes to AI-driven automation enhancing operational efficiencies, the landscape is brimming with innovation. These rapid developments are creating lucrative opportunities for investors who recognize the potential of emerging AI companies. 👉 Click here to access your FREE report now! |
| Written by Leo Miller 
Netflix (NASDAQ: NFLX) completely shattered analyst expectations in its latest earnings report, sending shares up over 14% in after-hours trading on Jan. 21. The consumer discretionary company's subscribers grew by an incredible 19 million. This helped the stock rise above its late 2024 all-time high. Netflix stock massively outperformed in 2024, gaining 83%, over triple the return of the S&P 500. This post-earnings rise ended the company’s recent slide when its shares fell over 10% between Dec. 11, 2024, and Jan. 13, 2025. Below, I’ll further break down the report that sent shares skyrocketing and detail the events that allowed for this massive success. I’ll also share my thoughts on why Netflix stock can continue hitting all-time highs in 2025 and beyond. Netflix’s Subscriber Additions Blow Estimates Out of the Water Netflix's subscriber count increase of 19 million was extremely impressive, nearly doubling up on the 8.9 million adds Wall Street expected. The absolute number of quarterly subscriber additions was the largest in the company’s history. Overall, it helped the company grow its subscriber count by 40% for the full 2024 year. This demonstrates Netflix’s ability to continue growing at a rapid pace despite already being the world’s largest streaming service. Revenue topped estimates by $140 million, coming in at $10.25 billion. The company beat solidly on earnings per share (EPS) as well. It also raised its revenue guidance for 2025 by $500 million. Important new releases on the platform, as well as the company’s push into live sports, helped drive its immense subscriber growth. This included the premiere of Squid Game: Season 2, which is now the third most-watched TV season in company history. Additionally, the company’s broadcasts of the Jake Paul vs. Mike Tyson boxing match and two Christmas Day National Football League games attracted huge viewership. Overall, 108 million viewers and 65 million viewers tuned into these events, respectively. While these developments massively helped Netflix to end 2024, the company’s future plans show that growth is far from over. Netflix Can Raise Prices Without Losing Users Another big development from Netflix’s earnings call was the company's decision to institute increasing subscription prices. The company's prices will rise across its standard, premium, and ad-based subscriptions. The hikes will range between 8% and over 16% in the U.S., depending on the plan. This is the first time Netflix has raised prices on its most popular Standard Plan since 2022. This presents a rare opportunity for the company to boost revenues. However, the last time Netflix increased prices for this tier, it experienced a notable rise in churn. Churn measures the percentage of users who stopped using the product in a period. Churn increased from 2% in 2021 to 3.5% through the first nine months of 2022. However, there are reasons to believe this won’t be the case this time around. First, the 2022 rise in churn coincided with a significant increase in churn among most streaming services. This makes it difficult to say how much of a negative effect the price increases actually had. Second, Netflix is poised to remain the cheapest streaming service users can buy per hour of watching. This is a testament to Netflix’s ability to produce a lot of highly invested content, which has led to the company maintaining an industry-leading low churn rate. Further allowing Netflix to minimize churn due to price increases is its Standard With Ads tier. The company introduced it in Oct. 2023. Even with the price of this tier increasing to $7.99, it remains tied for the lowest-priced plan offered since 2017. The low-priced plan will likely attract cash-strapped users affected by price increases. They should trade down to it as prices rise rather than completely canceling their subscription. Live Events and Ad-Tier Growth Are Long-Term Drivers of Success The ad tier feeds into another one of Netflix’s key initiatives for 2025: growing ad revenue. Netflix doubled the size of this business in 2024 and plans to do so again in 2025. It is still a relatively small part of the overall business, making it a long-term growth driver. Lastly, the company is just getting started in the live events space. This will be another driver of long-term growth, demonstrated by the success achieved so far. The company will continue hosting WWE Raw and has signed a deal to broadcast the 2027 and 2031 FIFA Women's World Cups exclusively. Read This Story Online | Juan has never had a losing trade on Bitcoin. And he booked gains of 312% on Chainlink …
Now, he says one virtually unknown coin could thrive in the first year of Trump's crypto bull market …starting during his first week in office. Click here to find out more about this coin. |
| Written by Ryan Hasson 
Shares of Tempus AI Inc. (NASDAQ: TEM) surged 35% on Tuesday, bringing its market capitalization to $7.5 billion. The rally was driven by headline-grabbing news and strong market sentiment, underscoring the company’s leadership in integrating artificial intelligence (AI) into healthcare. Specializing in precision medicine, Tempus leverages AI to deliver personalized care solutions and optimize therapeutic development. Pelosi’s Investment Draws Spotlight On Tuesday, Tempus first caught investors’ attention following a routine trading disclosure by former House Speaker Nancy Pelosi. On January 14, Pelosi purchased 50 call options on Tempus stock, expiring in January 2026 with a strike price of $20. At the time of her trade, Tempus shares closed just under $32, but by Tuesday, the stock had surged to over $47. Pelosi’s trades are closely watched due to her track record of well-timed investments, with her husband’s venture capital ties amplifying public and institutional interest. In addition to Tempus, Pelosi also disclosed positions in Vistra and Palo Alto Networks, both of which saw gains on Tuesday, contributing to the broader buzz around her portfolio. Game-Changing Launch: "Olivia" Health App The more significant driver of Tempus’ rally was the announcement of its new AI-enabled health app, Olivia. Designed as a personal health concierge, Olivia integrates patient data from over 1,000 health systems and platforms like Apple Health and Google Fit. Olivia aims to transform how patients manage their health by centralizing health records and providing AI-generated insights. Among its standout features, the app’s Smart Profile Summary leverages AI to synthesize patient data into a comprehensive health overview. The AI-enabled Notetaker transcribes and summarizes doctor appointments to ensure clarity and accessibility for patients. Olivia also enables seamless sharing of medical images and health data, facilitating better communication among healthcare providers. Eric Lefkofsky, Tempus’ founder and CEO, highlighted Olivia as a key step in empowering patients to take control of their health journeys. Available on iOS and Android, Olivia underscores Tempus’ commitment to harnessing AI for better patient outcomes. The market’s enthusiasm on Tuesday reflects growing recognition of AI’s transformative potential in healthcare. Bullish Market Sentiment Beyond the day’s news, sentiment around Tempus remains positive. Analysts have assigned a consensus Moderate Buy rating, with a price target suggesting 18% upside potential. Institutional investors are also bullish, with a net $900 million flowing into the stock over the past 12 months compared to just $48.7 million in outflows. Cathie Wood’s ARK Investment Management holds a 1.5% stake in Tempus, valued at $135 million, further validating investor confidence. Strong Preliminary Financial Results Tempus’ preliminary Q4 2024 financials, announced on January 13, demonstrated its growth trajectory. The company reported $200.55 million in revenue for the quarter, a 35% year-over-year increase. While it posted a net loss of $75.84 million for the quarter, its EPS of -$0.25 exceeded expectations. The company forecasts 2025 revenue to exceed $1.23 billion, driven by its genomics and data services segments. Its acquisition of Ambry Genetics, set to close by February 2025, is expected to expand its expertise in cancer screening, pediatrics, rare diseases, and cardiology. This acquisition positions Tempus to enhance its balance sheet and AI-powered data infrastructure, further solidifying its leadership in precision medicine. Institutional Support Fuels Growth The surge in institutional ownership has been a critical component of Tempus’ momentum. With prominent investors like ARK and other institutions taking sizable positions, confidence in the company’s long-term potential is evident. The broader market is recognizing the transformative role AI plays in healthcare, and Tempus stands at the forefront of this innovation. Tempus AI’s strategic moves and groundbreaking technological applications mark it as a key player in the future of precision medicine, blending AI and data analytics to reshape healthcare delivery. Read This Story Online | |
| More Stories |
| |
|
|
No comments:
Post a Comment