Category: Stock Market

Forex Signals Feb 4: Google, Eli Lilly, Qualcomm, ABBV, Mitsubishi Earnings Preview Today

Posted on by Skerdian Meta

The results lineup on Wednesday, which includes Alphabet, Eli Lilly, AbbVie, Mitsubishi UFJ, and Qualcomm, will provide investors with fresh information on the demand for medications, the state of the world economy, and the monetization of AI. Continue reading “Forex Signals Feb 4: Google, Eli Lilly, Qualcomm, ABBV, Mitsubishi Earnings Preview Today” →

PayPal Stock Craters on Earnings Miss, CEO Shake-Up

Posted on by Olumide Adesina

PayPal announced that Enrique Lores will succeed Alex Chriss as CEO. Chriss’s turnaround plan failed to meet goals and streamline the vast payments company.

The shares fell as much as 19 percent, the largest intraday decline in over four years, following the CEO’s announcement and a separate statement revealing that fourth-quarter profit and revenue missed analysts’ projections.

When Chriss was chosen to succeed longtime CEO Dan Schulman in 2023, committed to putting profit first while refocusing the company on PayPal’s branded checkout experience.

However, because Chriss failed to meet the new targets after raising earnings guidance twice, the stock has lagged behind competitors. On Tuesday, executives stated that they were unable to stick to their earlier projections for the upcoming year.

Evercore ISI analyst Adam Frisch stated that the timing of PayPal’s management changes “was probably a bit sooner than most were expecting.”

The key question is whether he will start looking at options for strategic assets or assemble a strong payments team to try yet another multiyear turnaround. Loro spent decades at HP, rising from an engineering internship to positions such as managing HP’s printing division and the office that oversaw the company’s 2015 split from Hewlett Packard Enterprise.

Most recently, Lores has been leading HP through more general industry challenges, such as the unpredictability of US tariffs and the decline in consumer and corporate computer demand. Under Lores, HP had been moving its global supply chain away from China and toward Vietnam, Thailand, India, Mexico, and the United States.

Tariffs threatened to derail the long-struggling personal computer market, which had started to recover last year.

Anthropic AI Tool Sparks Selloff From Software to Broader Market

Posted on by Olumide Adesina

Anthropic PBC’s new AI automation tool caused stocks in the software, financial services, and asset management industries to plummet by $285 billion on Tuesday as investors rushed to sell shares with even the smallest exposure.

An index of financial services companies fell nearly 7%, while a Goldman Sachs basket of US software stocks fell 6%, its largest one-day drop since the tariff-fueled selloff in April. Before reducing losses to 1.6 percent, the Nasdaq 100 Index dropped as much as 2.4 percent.

 

The selloff began before the opening of the US market, with traders citing a statement on the Anthropic website as the cause of sharp drops in the shares of the London Stock Exchange Group Plc, the business and legal software manufacturer RELX PLC, and the credit and marketing services company Experian Plc.

Shares of Indian IT firms were the most recent to plummet, along with other Asian software stocks. Tata Consultancy Services Bellwether Ltd. declined by up to 6%, while Infosys Ltd. decreased by 7.1%. Xero Ltd. is a cloud-based accounting software provider. dropped as much as 16% during Sydney trading, the highest since 2013.

Asia’s larger tech sector has shown some resilience as hardware manufacturers, especially chipmakers, continue to dominate the market and have benefited greatly from the surge in AI investment.

Anthropic is one of many AI startups creating tools for the legal sector. Startups like Legora and Harvey AI were flooding the legal sector with tools they claimed would spare attorneys from tedious work long before Anthropic’s plugin. For over two years, investors have been pouring money into AI products for the legal sector.

Legora raised money at a $1.8 billion valuation in October, while Harvey AI was valued at $5 billion in June. In contrast, Anthropic creates its own models that can be tailored to the particular requirements of an industry. It has the distinct advantage of upending both established legal news and data services and legal AI startups, given its position as a major model developer in the AI ecosystem.

AMD Stock Dives on Soft 2026 Outlook, SMCI Soars on Strong Q4 Earnings

Posted on by Skerdian Meta

The earnings results from AMD and Supermicro show how picky investors have become, rewarding perceived AI leverage but penalizing anything that isn’t projected aggressively. Continue reading “AMD Stock Dives on Soft 2026 Outlook, SMCI Soars on Strong Q4 Earnings” →

Micron Valuation Faces a Reality Check – Will MU Stock Fall Under $400 Again?

Posted on by Skerdian Meta

Micron’s powerful rally has been fueled by surging DRAM prices and renewed semiconductor optimism, but insider selling and stretched expectations are forcing investors to reassess how much upside is already reflected in the stock. Continue reading “Micron Valuation Faces a Reality Check – Will MU Stock Fall Under $400 Again?” →

ORCL Stock Heads to $120 as $50 Billion AI Cost Clouds Oracle’s Valuation

Posted on by Skerdian Meta

Oracle’s early 2026 rebound has waned as investors shift their focus back to legal risk, growing leverage, and the rising expense of financing the company’s AI-driven cloud development. Continue reading “ORCL Stock Heads to $120 as $50 Billion AI Cost Clouds Oracle’s Valuation” →

MSFT Stock Heads to $370 as Microsoft’s AI Cost Concerns Outweigh Strong Earnings

Posted on by Skerdian Meta

Although Microsoft topped earnings once more, the stock’s near-term prognosis has been sharply reevaluated due to rising AI investment costs and margin instability.
Continue reading “MSFT Stock Heads to $370 as Microsoft’s AI Cost Concerns Outweigh Strong Earnings” →

Forex Signals Feb 3: AMD, Merck, PepsiCo Earnings Preview as RBA Holds the Interest Rates

Posted on by Skerdian Meta

With today’s announcement of their Q4 2025 earnings reports, Advanced Micro Devices (AMD), Merck (MRK), and PepsiCo (PEP) will provide markets with new information on technology, healthcare, and consumer staples.
Continue reading “Forex Signals Feb 3: AMD, Merck, PepsiCo Earnings Preview as RBA Holds the Interest Rates” →

Oracle Raises $25B in Bonds, Calms Fears of AI Debt Wave

Posted on by Olumide Adesina

Oracle’s debt has been trading like junk for weeks amid worries that its investments in artificial intelligence won’t pay off for years, if at all.

Pressure Builds on Oracle as Margins and Momentum Fade

Those concerns seemed to subside following the software giant’s record-breaking demand for a $25 billion bond sale on Monday.

Oracle’s announcement on Sunday that it would raise roughly $25 billion in equity in addition to debt this year, assuring investors that it wouldn’t put undue strain on its balance sheet as it finances significant investments in data centers, was the catalyst for the change.

Both the tech company’s stock and bonds saw gains for most of the session. Some investors expressed optimism that could extend to the larger credit market following the company’s fundraising.

US high-grade corporate bond sales could reach record levels this year, with Morgan Stanley strategists last year forecasting about $2.25 trillion of issuance. However, investor demand for securities is still high, partly due to the continued strength of corporate profits.

The bonds’ risk premiums are nearing multi-decade lows. More than $129 billion worth of Oracle bonds were ordered by investors, surpassing the previous record of $125 billion when Meta Platforms sold $30 billion in bonds in October. According to a statement released on Sunday, the company does not anticipate selling more debt in 2026. Oracle was predicted by some bond investors to sell between $40 billion and $60 billion worth of debt this year.