Oracle Borrows Billions for AI Cloud Expansion
Oracle is raising $15 billion through bonds to fund massive cloud infrastructure deals with companies like OpenAI and Meta, boosting its AI capabilities despite rising costs.
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RV Giant THOR Industries Shrugs Off Spending Fears with Strong Q4 Earnings Beat
RV giant Thor Industries exceeded expectations for Q4 profit despite a volatile economy. Net income rose significantly, and sales slightly topped forecasts. They are boosting motorized RV sales and managing dealer inventory well. They project cautious sales for 2026.
Cool Company Shares Rise on Buyout Talks with EPS Ventures
CoolCo is being bought by EPS Ventures for $9.65 in cash per share. This offers a 26% premium. CoolCo will be delisted from the stock exchange and fully owned by EPS after the merger, which is targeted for late 2025/early 2026.
Wells Fargo Upgrades Amazon: AWS and Anthropic Drive Growth
Amazon stock upgraded! Wells Fargo expects AWS sales to accelerate 22% by 2026, driven by the Anthropic partnership.
Adobe Shares Decline on Morgan Stanley 'AI Downgrade'
Adobe stock was downgraded because its new AI features aren't making money fast enough. Analysts worry about slower growth and potential market loss.
GM Stock Gets a Significant UBS Upgrade!
UBS upgraded GM stock to Buy ($81 target). Analysts expect high profits (8-10% margins) in North America, beating current expectations.