NewsOracle beats on earnings, but stock drops on plans to raise another $20 billion
Oracle reported better-than-expected earnings and revenue for its fiscal fourth quarter.
https://www.cnbc.com/2026/06/10/oracle-orcl-q4-earnings-report-2026.html
The Bad PlaceUS Top News and Analysis | Salesforce's beat fails to convince the market that software can survive AI
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Salesforce reported a better‑than‑expected Q1 fiscal 2027, with revenue rising 13.3% year‑over‑year to $11.13 billion and adjusted earnings per share of $3.87, topping estimates by 76 cents. The company highlighted strong momentum for its AI‑powered platform Agentforce, which closed a record 98 deals and lifted annual recurring revenue to $1.2 billion (up 205% YoY), while overall cloud ARR reached $3.4 billion, up 200% YoY. Margins improved and the firm beat GAAP and non‑GAAP expectations, yet investors remain cautious because legacy‑software growth lagged and the outlook for remaining performance obligations was modest. Salesforce amplified its share‑repurchase program, buying back $27.1 billion of stock in the quarter, and reiterated guidance for Q2 revenue of $11.27‑$11.35 billion and FY revenue of $45.9‑$46.2 billion, with modest EPS upgrades but a trimmed GAAP margin outlook. Maintaining a “2” rating with a $215 price target, analysts argue Salesforce remains a critical enterprise‑software platform despite AI‑disruption concerns.
US Top News and Analysis | Delivery Hero confirms takeover offer from Uber
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German food‑delivery company Delivery Hero announced it has received a takeover offer from rival Uber, valuing the business at €33 per share (about $38.29), roughly 1.8 % below Delivery Hero’s closing price on Friday. Uber has increased its stake to about 19.5 % of the company’s issued capital—up from roughly 7 %—making it the largest shareholder with a holding worth around €1.7 billion. Delivery Hero’s CEO Niklas Oestberg said he will step down following pressure from major shareholders for a strategic review, and the firm said it remains focused on that process while providing no further details on the proposal. Bloomberg reported that Uber is exploring a full takeover, a news flow that sent Uber’s own shares down about 1.6 % after the report.
Read more: https://www.cnbc.com/2026/05/23/delivery-hero-confirms-takeover-offer-from-uber.html
US Top News and Analysis | Walmart to report first-quarter earnings before the bell. Here's what Wall Street expects
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Walmart is slated to release its fiscal first‑quarter earnings before the market open on Thursday, with analysts forecasting earnings of 66 cents per share on about $175 billion in revenue. The report is expected to shed light on U.S. consumer health amid higher gas prices, a recent dip in sentiment, and broader economic headwinds such as sticky inflation and a global trade war. Investors will be watching whether Walmart’s growing base of higher‑income shoppers remains resilient, how lower‑income consumers are coping, and how the retailer’s higher‑margin advertising and marketplace businesses are offsetting any pressure on lower‑margin grocery sales. The earnings call will also address whether the boost from last year’s larger tax refunds—cited by peers as a spending upside—is fading, and what that means for consumer spending trends and overall economic momentum.
Read more: https://www.cnbc.com/2026/05/21/walmart-wmt-earnings-q1-2027.html
US Top News and Analysis | Fading the tech boom, hedge funds just dumped stocks in record numbers
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Hedge funds dumped a record $4.6 billion in single stocks last week, with $3.01 billion of that in technology equities and ETFs, a surge that helped drive the PHLX Semiconductor Index down 4 % on Friday and the SOX off another 2.5 % on Monday. The aggressive selling came before Nvidia’s highly anticipated earnings report, where analysts expect profits to more than double and revenue to jump roughly 80 % year‑over‑year. While some see the tech and chip pullback as a potential buying opportunity, others think hedge funds may be positioning for a longer‑term weakness, especially as questions remain about whether the massive AI‑related capital expenditures will generate sustainable returns.
US Top News and Analysis | Target is set to report first-quarter earnings, offer read on consumer
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Target is slated to release its fiscal first‑quarter earnings on Wednesday amid a challenging consumer environment, with analysts expecting $1.46 in earnings per share on $24.64 billion of revenue. The retailer is in the midst of a turnaround led by CEO Michael Fiddelke, who cites strong February sales as a sign of a potential upswing and has bolstered the effort by appointing former Walmart executive Jeff England as chief supply chain officer. Despite a multi‑quarter sales slump and flat annual growth over the past four years, Target’s stock has fallen more than 40 % over five years yet is up roughly 30 % this year. Chief financial officer Jim Lee says the company will boost spending this year, allocating about $5 billion—over $1 billion more than the prior year—to supply‑chain improvements and store investments as part of the turnaround plan.
Read more: https://www.cnbc.com/2026/05/20/target-tgt-q1-2026-earnings.html
US Top News and Analysis | Nvidia reports earnings this week. Morgan Stanley is getting more bullish on the chipmaker
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Nvidia is poised to deliver a strong fiscal first‑quarter results report, prompting Morgan Stanley to upgrade its outlook and raise its price target from $260 to $285, a 26% upside from the previous close. The bank now expects earnings of $1.72 per share on revenue of $79.26 billion, up from earlier estimates, citing surging demand for Nvidia’s AI‑driven data‑center hardware, robust supply‑chain positioning, and $95 billion in purchase commitments that should secure shipments for the next 18 months. Analysts broadly share this optimism, with the majority rating the stock as a buy or strong buy, and the company’s shares have climbed about 66% over the past year as AI remains a dominant investment theme.
US Top News and Analysis | Dell has been on fire this year. Why UBS is downgrading the PC maker
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UBS downgraded Dell Technologies to “neutral” from “buy,” raising its price target to $243 (up from $167) and forecasting roughly a 7% downside from the recent close. The bank’s analyst, David Vogt, said the surge in AI‑driven server demand is now largely priced in, making the risk‑reward balance more even despite Dell’s strong execution over the past year. Dell’s stock has risen 172% over the last 12 months—far outpacing the S&P 500’s 31% gain—and its AI server business generated $13 billion in revenue in the first quarter of fiscal 2027. While UBS expects future AI orders to shift toward Dell, it cautions that Dell’s capital‑expenditure growth may lag that of hyperscalers like Meta, Google, Amazon, and Microsoft. The downgrade runs counter to the broader analyst consensus, with 20 of 28 covering analysts rating the stock as a buy or strong buy.
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Sweden Herald - Latest Sweden News | Alphabet revenue beats expectations by Sweden Herald
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Alphabet’s quarterly report showed stronger‑than‑expected performance, with earnings per share of $5.11 and revenue of $109.9 billion—surpassing analysts’ $107.2 billion forecast. Google Cloud contributed $20 billion in sales, well above the $18.05 billion estimate and reflecting a 63 % year‑over‑year increase. The upbeat results sent the stock up about 3.8 % in after‑hours trading, keeping Alphabet as the world’s third‑largest publicly traded company.
Read more: https://swedenherald.com/article/alphabets-revenue-beats-expectations
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Sweden Herald - Latest Sweden News | Meta does not live up to expectations, stock falls in after-hours trading by Sweden Herald
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Meta’s latest quarterly report disappointed analysts, as its shares plunged nearly 7 % in after‑hours trading on the New York Stock Exchange. The company posted earnings of $7.32 per share on revenue of $56.3 billion, slightly above the $55.45 billion analysts had forecast, but investment costs came in far lower at $19.84 billion versus the expected $27.57 billion. Daily active users rose 4 % to 3.56 billion, still falling short of the 3.62 billion expected. The combination of mixed financial results and weaker‑than‑anticipated user growth led to a sharp drop in Meta’s stock price.
