Oracle just posted numbers that sent its backlog into record territory, yet the stock sits near a 52-week low. Whether that gap represents a generational buying opportunity or a debt-fueled trap ...
Earnings call Microsoft reported Q3 FY25 revenue of $70.1B, up 15% YoY in constant currency, with EPS of $3.46, up 19%. Azure revenue grew 35% YoY in constant currency, including 16 points from AI.
Ed Yardeni, president of Yardeni Research, says he has a case of "FEMO," or fabulous earnings momentum. He raised his year-end forecast for the S&P 500 to 8,400, that is the most bullish estimate on ...
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