Dernières nouvelles pour Oracle (NYSE:ORCL) Stock

ORACLE CORP

Oracle

Oracle Corporation

NASDAQ

Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.

Oracle Corp

Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) co-founder Larry Ellison, one of Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Co-founder Steve Jobs' Steve Jobs' closest friends, once listed the qualities one would need if they wanted to be like him.
What Happened: Speaking <a href="https://www.youtube.com/watch?v=j-Yk4k2tG4A">to</a> the Wall Street Journal after Jobs' passing, Ellison spoke about the depth of his <a href="https://www.benzinga.com/tech/25/05/45214914/steve-jobs-judged-every-idea-like-a-first-time-customer-expected-instant-clarity-and-was-brutally-direct-when-reviewing-new-ideas-said-ex-apple-engineer-behind-autocorrect">immersion in the creative process</a>, which he credited as the reason behind his success.
"You want to know you're like Steve Jobs? It's very simple," Ellison said. "You are unable to think about anything but these serious problems at work and you just—that's all you can do. And you obsess about it until you solve it. And then you move on to the next thing, and you obsess about that until you solve it. And then you obsess about this until you solve it."
Ellison went on to explain how that mindset, combined with Jobs' rare gifts to create something singular. "That obsessive-compulsive personality combined with this peculiar genius of Steve's—if you have that kind of obsession combined with Picasso's aesthetic and Edison's inventiveness, then you are the next Steve Jobs."
See Also: <a href="https://www.benzinga.com/tech/25/05/45512512/tesla-robotaxi-rival-waymo-announces-california-expansion-as-autonomous-taxi-race-heats-up">Tesla Robotaxi Rival Waymo Announces California Expansion As Autonomous Taxi Race Heats Up</a>
Why It Matters: Beyond Jobs' dedication, Ellison highlighted his <a href="https://www.benzinga.com/news/24/10/41196932/legendary-apple-co-founder-steve-jobs-once-said-being-the-richest-man-in-the-cemetery-doesnt-matter">complete disregard for typical success metrics like wealth or status</a>.
"Apple became the most valuable company on earth and it wasn't even one of Steve's goals," Ellison said. "He wasn't trying to be rich. He wasn't trying to be famous. He wasn't trying to be powerful. He was obsessed with the creative process and building something beautiful."
Other major figures in tech and business have also described Jobs in a similar vein. For example, Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) Co-founder <a href="https://www.benzinga.com/tech/25/05/45283751/bill-gates-called-steve-jobs-genius-in-a-way-you-cant-explain-and-said-i-dont-know-somebody-whos-just-like-him-while-reflecting-on-their-decades-long-collaboration-and-rivalry">Bill Gates called him a &#8220;genius in a way you can't explain.&#8221;</a>
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/05/45511920/cathie-wood-says-brand-damage-has-happened-for-tesla-but-believes-it-isnt-long-term-tesla-will-have-a-lock">Cathie Wood Says Brand Damage Has Happened For Tesla But Believes It Isn&#8217;t Long-Term: &#8216;Tesla&#8230;Will Have A Lock…&#8217;</a></li>
</ul>
Photo courtesy: drserg / Shutterstock.com

News

Tech

AAPL

MSFT

ORCL

Larry Ellison Once Said, To Be 'The Next Steve Jobs,' You Need 'That Obsessive Compulsive Personality' Combined With 'Picasso's Aesthetic and Edison's Inventiveness'

A new Republican tax proposal backed by President Donald Trump and Sen. Ted Cruz (R-TX) could give every newborn in the U.S. a head start with a $1,000 investment account.
<h2 class="wp-block-heading">What Are MAGA Accounts?</h2>
The accounts are called &#8220;MAGA Accounts,&#8221; short for &#8220;money account for growth and advancement.&#8221; While the name echoes Trump's famous campaign slogan, the idea came from Cruz, who spent over a year promoting the concept inside the GOP and who initially used the name "Invest America."
"You can call it anything you like,&#8221; Cruz told <a href="https://www.semafor.com/article/05/12/2025/the-new-republican-maga-account-has-a-surprising-architect-ted-cruz">Semafor</a> on Monday. &#8220;What is powerful is enabling every child in America to have an <a href="https://www.benzinga.com/money/best-investment-accounts-for-kids">investment account</a> and a stake in the American free enterprise system.&#8221;
Don't Miss:
<ul class="wp-block-list">
<li>Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">Invest before it's too late.</a></li>
<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest today for just $0.30/share with a $1000 minimum.</a></li>
</ul>
Under the proposal, the federal government would contribute $1,000 to an account for every baby born between 2025 and 2028. Families, friends, and even employers could contribute up to $5,000 each year. Children wouldn't be able to access the funds until they turn 18, and the money would accumulate interest.
Cruz said the goal is to help more Americans benefit from the <a href="https://www.benzinga.com/general/market-summary/25/05/45399940/warren-buffett-shows-how-patience-pays-98-of-his-160-billion-wealth-came-after-turning-65-thanks-the-power-of-compound-interest">power of compound interest</a> and grow up with a financial stake in the economy. "This will give everyone a stake," he said. &#8220;When every child has invested, it's no longer an abstract idea.&#8221;
<h2 class="wp-block-heading">Trump's Imprint</h2>
The MAGA accounts are part of a much larger piece of legislation dubbed &#8220;THE ONE, BIG, BEAUTIFUL BILL&#8221; — in all capital letters. Trump used the phrase on <a href="https://truthsocial.com/@realDonaldTrump/posts/114495946485549840">Truth Social</a>, writing, &#8220;The Bill is GREAT.&#8221;
Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — <a href="https://www.benzinga.com/money/boxabl-scaling-fast-from-spacex-orders-to-600-homes-built-this-60k-foldable-home-may-be-the-future-of-housing">this is your last chance to become an investor for $0.80 per share.</a>
The <a href="https://waysandmeans.house.gov/wp-content/uploads/2025/05/SMITMO_017_xml.pdf">bill</a> includes around $4.9 trillion in tax cuts and aims to follow through on Trump's campaign promises. It includes breaks for tipped and overtime workers, retirement-age Americans, and new taxes on private university endowments. It also includes significant cuts to programs like Medicaid, food stamps, and clean energy initiatives.
<h2 class="wp-block-heading">Cruz vs. &#8216;Baby Bonds&#8217;</h2>
Cruz emphasized that the MAGA accounts are different from Democratic &#8220;baby bond&#8221; proposals, which are more restrictive and don't allow private market investments. &#8220;That is just a government program,&#8221; Cruz said. &#8220;This is very much designed to get the next generation to invest in the market.&#8221;
Business leaders appear to be on board. Investor Brad Gerstner told <a href="https://www.youtube.com/watch?v=XpWyUqBYJfA">CNBC</a> on May 5 that companies like Uber (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Dell (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), and Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) are already interested in contributing to their employees&#8217; children's accounts. &#8220;You will have an account in the S&amp;P 500 that&#8217;s worth upwards of $50,000 to $60,000. It changes the game by getting everybody. This is the president&#8217;s Main Street agenda.&#8221;
See Also: Maximize saving for your retirement and cut down on taxes: <a href="https://www.benzinga.com/money/wideradvisor-retirement-planning">Schedule your free call with a financial advisor to start your financial journey – no cost, no obligation</a>.&nbsp;
<h2 class="wp-block-heading">What's Next?</h2>
House Speaker Mike Johnson (R-LA) is pushing for passage by Memorial Day. If it clears the House, the Senate is expected to make revisions.
Meanwhile, Democrats have slammed the broader bill, especially the proposed Medicaid cuts. Sen. Dick Durbin (D-IL) told Semafor, "Even a stopped watch is right twice a day,&#8221; giving faint praise to Cruz's MAGA account idea while criticizing the rest of the GOP proposal.
Read Next:
<ul class="wp-block-list">
<li>The team behind $6B+ in licensing deals is now building the next billion-dollar IP empire — <a href="https://www.benzinga.com/money/elf-labs-ym?v=123">invest early at $2.25/share.</a></li>
<li>Inspired by Uber and Airbnb &#8211; Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets &#8211; <a href="https://www.benzinga.com/money/mode-mobile-2">with $1,000 you can invest at just $0.30/share!</a></li>
</ul>
Image: Shutterstock

Personal Finance

DELL

NVDA

UBER

'The One, Big, Beautiful Bill' Would Create 'MAGA' Savings Accounts—With A $1,000 Gift From The Government At Birth

The U.S. and China agreed to de-escalate their trade war by cutting tariffs by 115 percentage points, bringing U.S. duties on Chinese <a href="https://www.benzinga.com/government/regulations/25/05/45347089/wall-street-rips-higher-as-tariff-truce-halts-us-china-economic-escalation">goods down to 30%.</a>
The announcement sparked a broad-based equity rally, with the S&amp;P 500 climbing back to early March 2025 levels and erasing losses from President Donald Trump's &#8220;<a href="https://www.benzinga.com/government/regulations/25/05/45355655/magnificent-seven-gain-700b-after-us-china-slash-tariffs-gold-crashes-whats-driving-markets-monday">Liberation Day&#8221; tariff shock.</a>
The improved trade outlook also prompted economists to cut recession odds and upgrade U.S. growth forecasts for the second half of the year.
<h3 class="wp-block-heading">S&amp;P 500 Logs 5 Consecutive Winning Sessions</h3>
The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) closed 5% higher for the week, notching five straight sessions in the green.
Semiconductors kept powering higher. The iShares Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NYSE">SOXX</a>) rose nearly 10% on the week, logging its fourth straight week of gains and delivering its best monthly rally since 2020.
Yet, clean energy stocks – as tracked by the Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) – outshined even chipmakers. Solar names surged after Republicans released a better-than-expected tax proposal <a href="https://www.benzinga.com/top-stories/25/05/45381191/first-solar-eyes-best-2-day-rally-since-2013-after-gop-tax-plan-spares-key-clean-energy-credits">on renewable energy credits.</a> Shares of First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) soared 27% for the week, leading the sector.
<h3 class="wp-block-heading">Trump&#8217;s Middle East Blitz Attracts $2 Trillion In Gulf Commitments</h3>
During his Middle East visit, President Trump secured around $2 trillion in trade and investment pledges from Gulf countries.
<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher">Saudi Arabia committed $600 billion</a> in deals involving Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), Oracle Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Uber Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NASDAQ">UBER</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), GE Vernova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>) and Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>).
<a href="https://www.benzinga.com/government/regulations/25/05/45446924/trump-secures-12-trillion-qatar-deal-as-boeing-ge-land-record-orders">Qatar followed with a $1.2 trillion package</a> focused on energy and infrastructure, inking major contracts with GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) and Boeing.
The United Arab Emirates signed a $200 billion deal to import over one million AI chips from Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and other initiatives with Exxon Mobil Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XOM#NASDAQ">XOM</a>), Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) and Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>).
<h3 class="wp-block-heading">UNH In Free Fall, Consumer Inflation Concerns Hit 1980s Levels</h3>
Back on Wall Street, one corporate giant is facing deep losses in what's shaping up to be one of the worst crises in its history. UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) shares nosedived 27% this week, marking the company&#8217;s worst weekly performance since the 2009 financial crisis and extending a five-week losing streak.
CEO Andrew Witty resigned Tuesday citing "personal reasons," while the company suspended 2025 guidance due <a href="https://www.benzinga.com/25/05/45373368/unitedhealth-stock-plunges-names-new-ceo-suspends-2025-guidance">to surging medical costs</a>. A U.S. Department of Justice criminal probe into alleged fraud in its Medicare Advantage <a href="https://www.benzinga.com/general/health-care/25/05/45426769/unitedhealth-stock-plunges-over-8-in-after-hours-trading-as-doj-criminal-probe-adds-to-turmoil-after-ceo-shake-up">program worsened investor fears.</a>
On the macro front, <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45374267/inflation-eases-in-april-as-trumps-tariffs-dont-push-prices-higher">April inflation data</a> signaled softening price pressures, but retail sales dropped, reflecting consumer <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45435725/tariffs-slow-retail-spending-as-producer-prices-post-sharpest-drop-since-2020">caution amid trade uncertainty</a>. Inflation expectations are also heating up again.
The <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45470155/consumer-sentiment-crashes-to-5-year-lows-as-inflation-fears-reach-1981-levels">University of Michigan's survey</a> showed the weakest sentiment since 2020 as the one-year consumer inflation outlook hit levels last seen in 1981.
<h3 class="wp-block-heading">Chart Of The Week: Year-Ahead Consumer Inflation Expectations Have Never Been This High Since Early &#8217;80s</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="529" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1024x529.png" alt="" class="wp-image-918486" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1024x529.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-300x155.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-768x397.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-1536x793.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/16155140/image-213-2048x1058.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45466937/us-targets-european-digital-rules-in-free-speech-campaign-defending-american-big-tech">US Slams Europe&#8217;s Digital Laws, Calls Them A Danger To Free Expression And American Big Tech </a></li>
</ul>
Image created using artificial intelligence via Midjourney.

Equities

Large Cap

Macro Economic Events

Sector ETFs

Econ #s

Economics

Federal Reserve

ETFs

AMZN

FSLR

GOOGL

QCOM

iShares PHLX SOX Semiconductor Sector Index Fund

SOXX

US-China Trade Truce, Trump's Middle East Deals Spark Wall Street Rally: This Week In Markets

Investors with a lot of money to spend have taken a bearish stance on Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>).
And retail traders should know.
We noticed this today when the positions showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ORCL, it often means somebody knows something is about to happen.
Today, Benzinga's options scanner spotted 12 options trades for Oracle.
This isn't normal.
The overall sentiment of these big-money traders is split between 25% bullish and 50%, bearish.
Out of all of the options we uncovered, there was 1 put, for a total amount of $39,590, and 11, calls, for a total amount of $1,498,120.
<h3>Projected Price Targets</h3>
Analyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $110.0 to $230.0 for Oracle during the past quarter. 
<h3>Insights into Volume &amp; Open Interest</h3>
Examining the volume and open interest provides crucial insights into stock research. This information is key in gauging liquidity and interest levels for Oracle's options at certain strike prices. Below, we present a snapshot of the trends in volume and open interest for calls and puts across Oracle's significant trades, within a strike price range of $110.0 to $230.0, over the past month.
<h3>Oracle Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747414995_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$14.8</td>
<td>$13.85</td>
<td>$14.76</td>
<td>$145.00</td>
<td>$626.2K</td>
<td>4.2K</td>
<td>1.2K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$14.5</td>
<td>$14.45</td>
<td>$14.45</td>
<td>$155.00</td>
<td>$323.9K</td>
<td>519</td>
<td>1.1K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$15.3</td>
<td>$14.45</td>
<td>$14.49</td>
<td>$155.00</td>
<td>$172.0K</td>
<td>519</td>
<td>957</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>07/18/25</td>
<td>$10.3</td>
<td>$10.1</td>
<td>$10.3</td>
<td>$160.00</td>
<td>$103.0K</td>
<td>1.4K</td>
<td>100</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>08/15/25</td>
<td>$14.9</td>
<td>$14.3</td>
<td>$14.43</td>
<td>$155.00</td>
<td>$67.8K</td>
<td>519</td>
<td>62</td>
</tr>
</tbody>
</table>

<h3>About Oracle</h3>
Oracle provides enterprise applications and infrastructure offerings around the world through a variety of flexible IT deployment models, including on-premises, cloud-based, and hybrid. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system, which is commonly used for running online transaction processing and data warehousing workloads. Besides database systems, Oracle also sells enterprise resource planning, or ERP, customer relationship management, or CRM, and human capital management, or HCM, applications. Today, Oracle has more than 159,000 full-time employees in over 170 countries.
Having examined the options trading patterns of Oracle, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Present Market Standing of Oracle</h3>
<ul>
<li>With a volume of 2,989,890, the price of ORCL is up 0.13% at $159.61. </li>
<li>RSI indicators hint that the underlying stock may be overbought.</li>
<li>Next earnings are expected to be released in 25 days.</li>
</ul>
<h3>Expert Opinions on Oracle</h3>
In the last month, 1 experts released ratings on this stock with an average target price of $130.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;adType=benzinga-insights&amp;ad=options-activity&amp;campaign=wallstreetadvantage">Click here for access</a>. 
&#x2A; An analyst from Piper Sandler downgraded its action to Neutral with a price target of $130. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Oracle options trades with real-time alerts from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.

Options

Markets

Decoding Oracle's Options Activity: What's the Big Picture?

Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) on Friday said it is teaming up with Cleveland Clinic and G42 to introduce an artificial intelligence-powered health platform, aiming to redefine <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45464770/oracle-cleveland-clinic-and-g42-announce-strategic-partnership-to-launch-ai-based-global-healthcar" rel="noreferrer noopener">healthcare outcomes and delivery systems</a>. This alliance merges clinical, cloud, and AI expertise to accelerate the transition toward data-driven care models.
The initiative will focus on building an AI-first digital infrastructure to improve global public health systems, starting in the United States and the United Arab Emirates, by harnessing Oracle&#8217;s suite of tools and both partners&#8217; clinical and AI strengths.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/contracts/25/05/45375787/oracle-partners-with-sequre-to-bolster-cybersecurity-for-governments-enterprises" rel="noreferrer noopener">Oracle Partners With seQure To Bolster Cybersecurity For Governments, Enterprises</a>
The platform will integrate Oracle Cloud Infrastructure, Oracle&#8217;s AI Data Platform, and Oracle Health technologies with Cleveland Clinic&#8217;s clinical leadership and G42&#8217;s national-scale AI capabilities.
The company said its goal is to build secure, adaptable, and cost-effective care frameworks that broaden access to advanced treatment, improve diagnostic accuracy, reduce healthcare spending, and offer real-time visibility into public health patterns.
The platform is equipped to process vast volumes of real-world health data and give clinicians decision-making support at the point of care. Through the initiative, the line between research and treatment will blur.
&#8220;Aging populations, rising costs, and the complexity of care demand a complete reinvention of how healthcare is provided,&#8221; said Oracle&#8217;s Executive Chairman and CTO Larry Ellison.
Tom Mihaljevic, Cleveland Clinic CEO, called the venture &#8220;a bold leap forward&#8221; in global care, while Peng Xiao, Group CEO at G42, emphasized the opportunity to build a &#8220;health intelligence fabric.&#8221;
While still governed by a non-binding agreement, the initiative underscores growing momentum in public-private cooperation to reshape healthcare delivery globally.
Price Action: ORCL shares are trading lower by 0.15% to $159.17 at last check on Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/government/regulations/25/05/45441791/nvidia-scores-big-as-trump-brokers-major-ai-export-pact-with-uae-and-us-tech-giants" target="_blank" rel="noreferrer noopener">Nvidia Scores Big As Trump Brokers Major AI Export Pact With UAE and US Tech Giants</a></li>
</ul>
Image via Shutterstock

Health Care

General

Oracle, Cleveland Clinic, G42 Unite To Launch AI-Powered Healthcare Platform

Partnership will build a global AI-powered healthcare platform to deliver more effective, scalable, and affordable care
ABU DHABI, United Arab Emirates, May 16, 2025 /PRNewswire/ -- Oracle Health, Cleveland Clinic, and G42 today announced a strategic partnership to develop a groundbreaking AI-based healthcare delivery platform. This initiative aims to improve patient care and public health management by leveraging AI, nation-scale data analytics, and intelligent clinical applications to create secure, scalable, and accessible care models that positively impact people's health and longevity.
The platform will serve as the foundation for an AI-driven healthcare hub, combining Oracle Cloud Infrastructure, Oracle AI Data Platform, and Oracle Health applications, Cleveland Clinic's world-class clinical expertise, and G42's capabilities in sovereign AI infrastructure, health data integration, and advanced clinical AI models. Designed to meet the evolving needs of global populations, starting with the U.S. and the United Arab Emirates, the platform will deliver secure, scalable, and intelligent healthcare solutions that enhance patient outcomes, enable precision medicine, and support the transition from reactive treatment to proactive wellbeing.

Oracle Health, Cleveland Clinic, And G42 Announce Strategic Partnership To Develop AI-based Healthcare Delivery Platform

The Trump administration forged a preliminary deal with the United Arab Emirates involving importing 500,000 of Nvidia Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a target="_blank" href="https://www.benzinga.com/topic/ai-chips" rel="noreferrer noopener">advanced AI chips</a> annually.
The deal was at least through 2027 but could be in place until 2030, Reuters reported on Wednesday, citing unnamed sources familiar with the matter.
Under the deal, 20% of the chips, or 100,000 of them per year, will serve UAE&#8217;s tech firm G42, while the rest would be split among U.S. companies, including Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)&nbsp;and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) that might also seek to build data centers in the UAE.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45417156/nvidia-amd-stocks-climb-as-trump-plans-to-ease-ai-chip-export-rules" rel="noreferrer noopener">Nvidia, AMD And Other Chip Stocks Gain As Trump Plans To Ease AI Chip Export Rules</a>
U.S. President&nbsp;Donald Trump&nbsp;is on a tour of the Gulf region this week and on Tuesday&nbsp;announced a $600 billion investment package&nbsp;from Saudi Arabia. The package includes massive AI infrastructure&nbsp;partnerships with Nvidia, Advanced Micro Devices (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), and Qualcomm&nbsp;Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>).
Saudi Arabia&#8217;s Public Investment Fund subsidiary HUMAIN will <a target="_blank" href="https://www.benzinga.com/news/large-cap/25/05/45414265/nvidia-climbs-on-saudi-ai-investments-analyst-estimates-15-billion-to-20-billion-in-revenue" rel="noreferrer noopener">construct AI factories</a> across Saudi Arabia over the next five years, powered by Nvidia&#8217;s most advanced GPUs.
The factories&#8217; projected total capacity is up to 500 megawatts. HUMAIN will also introduce Saudi Arabia&#8217;s first Nvidia Omniverse Cloud platform.
Bank of America Securities analyst Vivek Arya expects the HUMAIN deals to range between&nbsp;$2 billion and $3 billion annually, likely starting in 2025, with a total of between $15 billion and $20 billion over a multi-year period.&nbsp;
<h2 class="wp-block-heading">NVIDIA Stock Prediction For 2025</h2>
Equity research analysts on and off Wall Street typically use earnings growth and fundamental research as a form of valuation and forecasting. But many in trading turn to technical analysis as a way to form predictive models for share price trajectory.
Some investors look to trends to help forecast where they believe a stock could trade at a certain point in the future. Looking at NVIDIA, an investor could make an assessment about a stock's long term prospects using a moving average and trend line. If they believe a stock will remain above the moving average, which many believe is a bullish signal, they can extrapolate that trend into the future using a trend line. For NVIDIA, the 200-day moving average sits at $125.33, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, which is below the current price of $133.04. For more on charts and trend lines, <a href="https://pro.benzinga.com/">see a description here.</a>
Traders believe that when a stock is above its moving average, it is a generally bullish signal, and when it crosses below, it is a more negative signal. Investors could use trend lines to make an educated guess about where a stock could trade at a later date if conditions remain stable.
Price Actions: NVDA stock is down 1.40% at $133.45 at the last check on Thursday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45424189/nvidia-amazon-tesla-palantir-among-top-beneficiaries-of-1-trillion-saudi-arabia-ai-push-analyst-says" target="_blank" rel="noreferrer noopener">Nvidia, Amazon, Tesla, Palantir Among Top Beneficiaries Of $1 Trillion Saudi Arabia AI Push, Analyst Says</a></li>
</ul>
Photo by epha1st0s via Shutterstock

Government

Regulations

Media

Nvidia Scores Big As Trump Brokers Major AI Export Pact With UAE and US Tech Giants

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) stocks gained on Wednesday after reports indicated the Trump Administration plans to&nbsp;repeal the Biden administration&#8217;s <a target="_blank" href="https://www.benzinga.com/topic/ai" rel="noreferrer noopener">artificial intelligence diffusion</a> that created three broad tiers of access for countries seeking AI chips and would have taken effect May 15.
President Trump&#8217;s administration has warned global companies against using Huawei Technologies Ascend AI chips, threatening them with criminal penalties for violating U.S. semiconductor sanctions, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-05-13/trump-to-rewrite-ai-chip-curbs-reviled-by-nvidia-and-us-allies?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Wednesday, citing unnamed sources familiar with the matter.
Instead, the U.S. government is drafting its approach and could forge individual deals with countries.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/45414265" rel="noreferrer noopener">Nvidia Climbs On Saudi AI Investments: Analyst Estimates $15 Billion To $20 Billion In Revenue</a>
Huawei has begun delivering AI chip &#8220;clusters&#8221; to clients in China, which it claims to outperform the leading U.S. AI chipmaker, Nvidia, on key metrics such as total computing and memory.
Huawei is boosting production capacity by building its advanced semiconductor production lines, as Chinese companies cut off from Nvidia&#8217;s products are increasing orders.
Reportedly, Trump&#8217;s government is still working on replacement regulations. Trump officials intend to impose curbs on countries that have diverted chips to China, including Malaysia and Thailand.
At the same time, the Commerce Department will continue to enforce existing chip export rules strictly.
The U.S. officially blacklisted Huawei in May 2019 (during President Trump&#8217;s first term), citing national security threats. The Biden administration launched multiple semiconductor sanctions on China, restricting its access to Nvidia and rival semiconductor technologies.
Meanwhile, President&nbsp;Trump&nbsp;<a target="_blank" href="https://www.benzinga.com/economics/macro-economic-events/25/05/45390422/trump-unveils-historic-and-transformative-600-billion-saudi-deal-predicts-markets-will-go-a-lot-higher" rel="noreferrer noopener">showcased Saudi Arabia&#8217;s</a> $600 billion investment commitment in the U.S. on Tuesday, listing a series of multibillion-dollar deals with leading American corporations&nbsp;in tech, defense, and infrastructure.
The company announced multi-billion dollar commercial deals with&nbsp;companies including Amazon.com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>),&nbsp;Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>),&nbsp;and AMD.
Price Actions: NVDA stock is up 3.81% at $134.86 at last check on Wednesday. AMD is up 4.06%.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/tech/25/05/45379380/can-corning-broadcom-deal-transform-ais-data-center-future" target="_blank" rel="noreferrer noopener">Can Corning-Broadcom Deal Transform AI&#8217;s Data Center Future?</a></li>
</ul>
Photo via Shutterstock

Movers

Nvidia, AMD And Other Chip Stocks Gain As Trump Plans To Ease AI Chip Export Rules

President Donald Trump on Tuesday unveiled a sweeping $600 billion investment commitment from Saudi Arabia into the United States, calling it a &#8220;golden era&#8221; of U.S.-Middle East economic cooperation and listing a series of multibillion-dollar deals with leading American corporations<a href="https://www.benzinga.com/topic/donald-trump"> in tech, defense and infrastructure.</a>
"From the moment we started, we've seen wealth that just poured and is pouring back into America," Trump said in Riyadh during the U.S.-Saudi Investment Forum.
&#8220;This week, there are multi-billion dollar commercial deals with Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMNZ#NASDAQ">AMNZ</a>), Oracle Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>). They&#8217;re all here. Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>), and many, many more,&#8221; Trump added.
<h3 class="wp-block-heading">Saudi Arabia's $600B Investment Package: What's Inside?</h3>
Trump announced &#8220;the largest set of commercial agreements on record&#8221; between the U.S. and Saudi Arabia, calling it a &#8220;historic and transformative&#8221; leap forward.
 The $600 billion deal includes:
<ul class="wp-block-list">
<li>DataVolt's $20 billion investment in U.S.-based AI data centers and energy infrastructure.</li>
<li>$80 billion joint tech investments by Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), Advanced Micro Devices Inc., Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>), and DataVolt.</li>
<li>A $14.2 billion energy export package from GE Vernova (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>).</li>
<li>A $4.8 billion aircraft deal involving Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and Saudi aviation leasing firm AviLease.</li>
<li>A $5.8 billion healthcare investment from Shamekh IV Solutions, including a new Michigan IV fluid plant. </li>
<li>Additionally, infrastructure engineering firms including AECOM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACM#NYSE">ACM</a>), Parsons Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSN#NYSE">PSN</a>), Jacobs Solutions Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/J#NYSE">J</a>) and Hill International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIL#NYSE">HIL</a>) are delivering $2 billion in U.S. services exports for Saudi megaprojects such as King Salman Park, King Salman International Airport and Qiddiya City.</li>
</ul>
&#8220;Today, the Gulf nations have shown this entire region a path towards safe and orderly societies with improving quality of life, flourishing economic growth, expanding personal freedoms, and increasing responsibilities on the world stage,&#8221; Trump said.
According to the White House fact sheet, new investment funds have been launched jointly between the two nations:
<ul class="wp-block-list">
<li>$4 billion Enfield Sports Global Sports Fund</li>
<li>$5 billion Energy Investment Fund</li>
<li>$5 billion Aerospace and Defense Technology Fund</li>
</ul>
<h3 class="wp-block-heading">Defense Sector Boost: $142 Billion In Arms To Saudis</h3>
Trump said the U.S. has secured $142 billion in military equipment purchases from Saudi Arabia, calling it "the largest ever."
The White House said the package covers five key areas: air force advancement, missile defense, maritime security, border modernization, and information systems. It also includes training for Saudi military personnel and support for defense medical services.
The defense sector — particularly companies like Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>) and Raytheon Technologies Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) — could attract renewed attention if arms deals are formalized.
<h3 class="wp-block-heading">Healthcare And Industrial Investment Hits Michigan</h3>
Shamekh IV Solutions will invest $5.8 billion, including the development of a high-capacity IV fluid plant in Michigan. 
Trump said: "We've cut our health care costs by 50 to 90%. You're going to see drugs and pharmaceuticals come down at numbers that nobody has ever seen."
<h3 class="wp-block-heading">Trump: &#8216;It's Going To Go A Lot Higher&#8217;</h3>
Reiterating his confidence in the U.S. economy and stock market, Trump said: "Five weeks ago, I told people this is a great time to buy. I got criticized for that. Now they don&#8217;t criticize me anymore. People should have listened. But it&#8217;s going to go a lot higher."
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45379707/sp-500-to-6500-goldman-sachs-trims-recession-odds-as-trump-backs-off-on-tariffs">S&amp;P 500 To 6,500? Goldman Sachs Trims Recession Odds As Trump Backs Off On Tariffs </a></li>
</ul>
Photo: Shutterstock

Global

AMNZ

AVGO

Trump Unveils 'Historic And Transformative' $600 Billion Saudi Deal, Predicts Markets Will 'Go A Lot Higher'

WIIM

AAOI

AIRG

ALAB

ALGM

ALLT

AMBR

ANET

AVPT

BBAI

CRDO

CRWD

DOCU

FTNT

FUFU

KVYO

LDTC

MOVE

MPWR

NTNX

PLTR

PMTS

PSTG

RBRK

SKYT

SLAB

TEAM

TSSI

TWLO

WOLF

XTKG

Shares of companies within the broader tech sector are trading higher amid overall market strength following softer-than-expected April inflation readings. Additionally, investors continue to weigh US-China trade progress and President Trump's Middle East trip.

<a target="_blank" href="https://www.benzinga.com/topic/softbank" rel="noreferrer noopener">Japanese investment holding company</a>&nbsp;SoftBank Group Corp&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBF#OTC">SFTBF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SFTBY#OTC">SFTBY</a>)&nbsp;reported fourth-quarter results on Tuesday. The company reported quarterly net sales of 1.94 trillion yen ($12.69 billion), up from 1.75 trillion yen a year ago.
SoftBank segment <a target="_blank" href="https://group.softbank/en/event/earnings_2024q4#3" rel="noreferrer noopener">net sales grew</a> 10.2% to 1.73 trillion yen ($11.33 billion).&nbsp;
Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) net sales rose 38.3% to 189.81 billion yen ($1.24 billion). 
The income before tax for the company was 433.79 billion yen. The net income was 545.42 billion yen (or $3.57 billion) compared to a profit of 328.9 billion yen a year ago.
Also Read: <a href="https://www.benzinga.com/media/25/04/44873349/openai-and-softbanks-stargate-considers-major-uk-investment-to-fuel-ai-growth" target="_blank" rel="noreferrer noopener">OpenAI And SoftBank&#8217;s Stargate Considers Major UK Investment To Fuel AI Growth</a>
The gain on investments was 1.53 trillion yen (or $10.01 billion). Vision Fund investments reported a 177.26 billion yen profit (or $1.16 billion), compared to a loss of (57.53) billion yen a year ago. The segment reported a 26.07 billion yen profit (or $0.17 billion) versus a loss of (96.74) billion yen backed by  rise in the value of TikTok owner ByteDance, CNBC <a href="https://www.cnbc.com/2025/05/13/softbank-vision-fund-swings-to-annual-loss-as-investment-gains-slow.html">reported</a> on Tuesday.
SoftBank reported a segment income of 142.32 billion yen (or $0.93 billion) versus 123.55 billion yen a year ago. Arm&#8217;s segment income is 30.44 billion yen (or $0.2 billion) compared to a loss of (16.77) billion yen a year ago.
The Board resolved to propose a fiscal dividend per share of 22 yen at the annual general meeting on June 27. The annual dividend per share for the fiscal year, including the interim dividend, will be 44 yen, the same as the previous fiscal year.&nbsp;
In January, the Trump Administration announced an&nbsp;AI infrastructure joint venture&nbsp;in the U.S. dubbed &#8220;Stargate,&#8221; comprising &nbsp;OpenAI,&nbsp;SoftBank Group,&nbsp;Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), and Abu Dhabi&#8217;s&nbsp;MGX. The venture will deploy $100 billion initially and up to&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/43139410/softbanks-role-in-500-billion-stargate-ai-venture-seen-as-major-growth-driver-analyst-says" rel="noreferrer noopener">$500 billion over</a>&nbsp;the next four years.
SoftBank invested $30 billion in OpenAI under a broader $40 billion financing round in March that valued the startup at $300 billion. Reports indicated SoftBank&nbsp;weighing an&nbsp;investment of $15 billion-$25 billion in&nbsp;OpenAI, <a href="https://www.benzinga.com/media/25/03/44513286/softbank-may-want-to-outdo-microsoft-with-40-billion-investment-in-openais-latest-funding-round">making it the</a> largest investor in the&nbsp;ChatGPT&nbsp;creator.
However, President&nbsp;Donald Trump&#8217;s aggressive trade policies&nbsp;have slowed down SoftBank&#8217;s plans to invest $100 billion in artificial intelligence infrastructure in the U.S., Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-05-12/softbank-stargate-venture-with-openai-hits-snags-on-tariff-fears?sref=TBDibEcD" rel="noreferrer noopener">reported</a> on Monday. The tariff policies have triggered concerns over higher capital costs, with lenders and debt investors dumping high-risk bets and fears about potential global recession taking a toll on data center demand.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/04/44897214/nvidia-discusses-ai-powering-future-with-japan-amid-rising-energy-demands" target="_blank" rel="noreferrer noopener">Nvidia&#8217;s Jensen Huang Meets Japanese PM To Discuss AI&#8217;s Growing Energy Needs</a></li>
</ul>
Photo by Michael Vi via Shutterstock

Asia

Earnings

SFTBF

SFTBY

SoftBank Books $3.6 Billion Profit On Arm, ByteDance Gains While AI Bets Face Trade Policy Hurdles

Wall Street's rally stretched into a second session Tuesday, fueled by improving investor sentiment after an early-week breakthrough in U.S.-China trade talks, easing inflation data and fresh geopolitical headlines involving major investment pledges <a href="https://www.benzinga.com/topic/donald-trump">from the Middle East.</a>
The Consumer Price Index showed signs of cooling in April, as both headline and core readings eased or met expectations, easing concerns that Trump's proposed trade tariffs would trigger a surge in inflation.
The S&amp;P 500 advanced 0.7%, adding to Monday's 3.3% surge, and reached its highest level since March 3.
Technology stocks outperformed again, with the Nasdaq 100 jumping 1.8%, driven by a standout 5.3% rally in NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
The chipmaker giant surged after reports that the United Arab Emirates may receive approval to purchase over a million of its advanced AI processors, while Saudi Arabia pledged up to $600 billion in future U.S. investments, with a focus on technology and infrastructure.
Alphabet Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google, Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) and DataVolt have committed to invest a combined $80 billion in technology initiatives across both the U.S. and Saudi Arabia, according to a White House press release.
The news came during President Donald Trump's diplomatic visit to the Middle East, where he also reiterated confidence in the Republican tax bill, saying, "We're in good shape to pass the tax bill," and calling it "the biggest tax cut in history."
Crude oil prices spiked nearly 3% to surpass $63 a barrel after Trump warned that Iranian oil exports could be driven to zero due to the country&#8217;s threat to regional stability.
The rally marks a 10% surge over the past four sessions, putting crude on track for its best four-day run since 2022.
The energy sector rallied in tandem, with U.S. energy stocks rising 1.5% on the day.
U.S. Treasury yields extended gains amid improving risk appetite. The 10-year yield jumped to 4.50%, while the 30-year yield climbed to 4.95%, signaling stronger expectations for economic resilience and possibly tighter monetary conditions down the line.
The U.S. dollar index slipped 0.5% after Monday's strong gains, reflecting a mild pullback as traders repositioned. Gold rose 0.6% to recover some ground amid geopolitical headlines.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) rose 1.4% to $104,000, continuing its uptrend and reclaiming momentum after days of sideways action. 
<h1 class="wp-block-heading">Tuesday&#8217;s Performance In Major U.S. Indices, ETFs</h1>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day chg %</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,234.91</td>
<td>+1.8%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,895.69</td>
<td>+0.9%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,105.25</td>
<td>+0.6%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,234.10</td>
<td>-0.4%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:30 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul class="wp-block-list">
<li>The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) rose 0.84% to $587.87.</li>
<li>The SPDR Dow Jones Industrial Average (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) eased down 0.4% to $422.27.</li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) jumped 1.74% to $516.67.</li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rose 0.45% to $208.81.</li>
<li>The&nbsp;Technology&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLK#NYSE">XLK</a>) outperformed, up 2.2%; the&nbsp;Health Care&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 2.4%.</li>
</ul>
<h1 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h1>
<ul class="wp-block-list">
<li>Clean energy and solar stocks rallied after House Republicans delivered a better-than-feared tax proposal for renewable energy incentives. The Invesco Solar ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TAN#NYSE">TAN</a>) soared 5.9%, with First Solar Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), <a href="https://www.benzinga.com/top-stories/25/05/45381191/first-solar-eyes-best-2-day-rally-since-2013-after-gop-tax-plan-spares-key-clean-energy-credits">leading gains, up 21%. </a></li>
<li>Semiconductors continued to extend gains, with the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>), now up more than 10% over the past two sessions. </li>
<li>UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>) tumbled 16% on Tuesday after the company withdrew its full-year guidance, citing a sharp rise in medical expenses. The health insurer also announced that CEO Andrew Witty has stepped down, citing "personal reasons."</li>
</ul>
Read Now:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45379707/sp-500-to-6500-goldman-sachs-trims-recession-odds-as-trump-backs-off-on-tariffs">S&amp;P 500 To 6,500? Goldman Sachs Trims Recession Odds As Trump Backs Off On Tariffs</a> Photo: Solarseven via Shutterstock </li>
</ul>

Broad U.S. Equity ETFs

Commodities

$BTC

SPDR Dow Jones Industrial Average ETF Trust

GOOG

Select Sector SPDR-Consumer Discretionary

Stocks Surge, Nvidia Rallies 5%, Oil Tops $63 After Trump's Iran Warning: What's Driving Markets Tuesday?

Oracle's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) short percent of float has risen 6.02% since its last report. The company recently reported that it has 23.26 million shares sold short, which is 1.41% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.76 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Oracle Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1747155654_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Oracle has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Oracle's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Oracle's peer group average for short interest as a percentage of float is 6.73%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

What Does the Market Think About Oracle?

<a href="https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia/" title="https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia/">https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia/</a>

Politics

President Trump Announced Saudi Arabia's $600B Commitment To Invest In U.S.; DataVolt To Invest $20B In AI Data Centers And Energy Infrastructure In U.S.; Google, DataVolt, Oracle, Salesforce, AMD And Uber To Invest $80B

Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), along with seQure, a cybersecurity firm and its partner, disclosed the availability of seQure&#8217;s Ground-Truth service on <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45367248/oracle-and-entanglement-partner-to-deliver-advanced-security-to-governments-and-enterprises" rel="noreferrer noopener">Oracle Cloud Infrastructure (OCI)</a>.
The company said that Ground-Truth is a cybersecurity and data observability service that helps automate the detection of threats and vulnerabilities and can reduce event alerts by 90%.
Previously an on-premises solution, Ground-Truth can now be deployed across Oracle&#8217;s various cloud offerings, including public, government, sovereign, and dedicated cloud regions.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/45357613" rel="noreferrer noopener">China Tariff De-Escalation Biggest Winners Include Tesla, Apple: &#8216;New Tech Highs Back On The Table Now For 2025&#8217;</a>
Integrating with Oracle&#8217;s security framework allows seQure to offer customers sophisticated, AI-powered threat detection while meeting data localization needs.
This enables operational flexibility in intricate environments, compliance with regulatory, security, and performance standards, and unlocks the complete advantages of cloud and sovereign AI capabilities.
Rand Waldron, vice president, Oracle said, &#8220;This partnership helps our combined customers identify unknown cyber threats and anomalies faster and more accurately. In addition, it enables customers to benefit from OCI&#8217;s built-in security, leading performance, and flexibility.&#8221;
Jason Turner, chairman and CEO Entanglement stated, &#8220;OCI&#8217;s&nbsp;high-performance infrastructure&nbsp;and scaling was essential for deploying this solution and enabling us to provide our customers with the benefits of automated scaling, robust security features, and predictable pricing.&#8221;
Last week, IBM disclosed a collaboration with&nbsp;Oracle to integrate IBM&#8217;s premier AI platform, Watsonx,&nbsp;with <a target="_blank" href="https://www.benzinga.com/25/05/45218573/ibms-ai-watsonx-integrates-with-oracle-cloud-to-boost-enterprise-productivity" rel="noreferrer noopener">Oracle Cloud Infrastructure (OCI)</a>.
Investors can gain exposure to the stock via Pacer Funds Pacer Data and Digital Revolution ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRFK#NYSE">TRFK</a>) and iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: ORCL shares are up 0.70% at $158.32 at the last check on Tuesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45244190/microsoft-faces-fresh-revenue-hit-as-openai-plans-to-reduce-payouts-by-2030-report" target="_blank" rel="noreferrer noopener">OpenAI To Slash Microsoft Revenue Share By 2030: Report</a></li>
</ul>
Image by Mdisk via Shutterstock

TRFK

Oracle Partners With seQure To Bolster Cybersecurity For Governments, Enterprises

In a recent podcast with Dan Nathan,&nbsp;Wedbush Securities&#8216; analyst Dan Ives expressed a bullish outlook on&nbsp;Palantir Technologies Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), emphasizing its significant role&nbsp;in the enterprise AI landscape despite lofty valuation.
What Happened: Ives believes that Palantir is uniquely positioned to exploit real-world enterprise use cases. This comes despite skepticism over Palantir&#8217;s high valuation. Palantir&#8217;s platforms, Gotham and Foundry, utilize AI and big data analytics to simplify complex data management and expedite decision-making.
Ives highlighted that Palantir is involved in &#8220;75 to 80 large AI enterprise deals&#8221;, with contracts typically ranging from $3-5 million, and some even reaching eight figures over multiple years.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Why Dan Ives Says Palantir Is the Real AI Winner Despite Sky-High Valuation" width="500" height="281" src="https://www.youtube.com/embed/JkcotyLg3oI?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Enterprises are not turning&nbsp;to Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) or Oracle (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>), according to Ives. Instead, they are opting for&nbsp;Palantir for data analytics and&nbsp;ServiceNow (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) for process automation of these &#8220;real enterprise use cases&#8221;, resulting in&nbsp;a complementary dynamic where both&nbsp;companies prosper without direct competition.
While acknowledging competitive threats like Snowflake and MongoDB, Ives contends that Palantir&#8217;s 20-year history and proprietary AI tools provide a unique advantage, especially&nbsp;in government and high-stakes commercial&nbsp;deals. Ives&#8217; bullish outlook on Palantir stems from its potential to grow its large base of enterprise customers and turn its pipeline of multi-million-dollar deals into revenue.
&#8220;When I look out in the next 12 to 18 months&#8230;I believe they&#8217;re going to have significant step ups in terms of what we see in US commercial,&#8221; stated the Wedbush Analyst
READ MORE:&nbsp;<a href="https://benzinga.com/markets/cryptocurrency/25/05/45356571/shiba-inu-jumps-27-in-7-days-what-is-going-on" target="_blank" rel="noreferrer noopener">Shiba Inu Jumps 27% In 7 Days: What Is Going On? &#8211; Benzinga</a>
Why It Matters: Earlier this year, Ives predicted that Palantir could emerge as a dominant force in the artificial intelligence software landscape, comparing it to industry giants Oracle Corp. and Salesforce Inc. He <a href="https://www.benzinga.com/markets/equities/25/02/43646506/dan-ives-says-palantir-could-be-next-oracle-or-salesforce-as-ai-boom-drives-massive-software-spending-highlights-8-10x-multiplier-effect">highlighted </a>the multiplier effect of AI infrastructure spending, noting that "for every dollar spent on Nvidia chip (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), there's an 8 to $10 multiplier across tech, across the ecosystem software." This trend is particularly evident in companies like Palantir and Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>)
In April, Ives reiterated confidence in Palantir's <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/04/44810625/top-analyst-sees-unprecedented-traction-for-pltr-stock-after-nato-agreement-another-validation-sign">growth prospects </a>after the software firm disclosed a deal with the North Atlantic Treaty Organization (NATO) amid its growing "federal and commercial" portfolio.
Despite Palantir&#8217;s strong earnings <a href="https://www.benzinga.com/25/05/45213810/palantir-stock-drops-925-after-earnings-beat-dan-ives-stays-bullish-but-jefferies-brent-thill-says-institutions-still-arent-interested">release </a>in early May, the stock lost value. However, Ives maintained his bullish stance, <a href="https://www.benzinga.com/25/05/45213810/palantir-stock-drops-925-after-earnings-beat-dan-ives-stays-bullish-but-jefferies-brent-thill-says-institutions-still-arent-interested">emphasizing </a>that Palantir is a &#8216;retail-driven story.&#8217;
On a year-to-date basis, Palantir stock surged 57.55%, as per data from&nbsp;<a href="https://pro.benzinga.com/dashboard" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
<ul class="wp-block-list">
<li>READ MORE:&nbsp;<a href="https://benzinga.com/25/05/45369770/whos-going-to-buy-2-trillion-worth-of-paper-macro-expert-calls-wall-street-rally-a-headline-sugar-rush-as-treasur" target="_blank" rel="noreferrer noopener">&#8216;Who&#8217;s Going To Buy $2 Trillion Worth Of Paper?&#8217; Macro Expert Calls Wall Street Rally A &#8216;Headline Sugar Rush&#8217; As Treasury Yield Spike Signals Bigger Trouble</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Here's Why Dan Ives Thinks Palantir Is A Winner Despite Its Lofty Valuations: 'In The Next 12 To 18 Months...They're Going To Have Significant Step Ups'

Oracle Expands Defense Ecosystem With seQure Partnership To Offer Advanced Security Across Public And Sovereign Cloud Regions

An agreement by the U.S. and China to lower tariff amounts could send technology stocks to new highs, according to a well-known sector analyst.
What Happened: The U.S. is lowering its tariff on goods imported from China from 145% to 30%, while China has agreed to lower its tariff on U.S. goods from 125% to 10%. Both moves are temporarily <a href="https://www.benzinga.com/government/regulations/25/05/45347089/wall-street-rips-higher-as-tariff-truce-halts-us-china-economic-escalation">in place for 90 days</a>.
The deal announced Monday morning came after a series of weekend negotiations between the two countries. 
Wedbush analyst Dan Ives discussed the winners in the tech industry in an interview <a href="https://www.bloomberg.com/news/videos/2025-05-12/us-china-tariff-pause-is-dream-scenario-for-tech-ives-video?sref=TBDibEcD">with</a> Bloomberg.
The Big Winners: Ives highlighted Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) as one of the biggest winners in the technology sector on the heels of the tariff news.
"It puts new tech highs back on the table now for 2025," Ives said.
Ives said tariffs have been the front and center story for Apple with the company hedging and saying it would shift production to India. With the news, Ives said this could slow down the shift to India for the iPhone 17 with China getting the vast majority of the production volume.
"There was a window here where this needed to change."
Ives said the 30% tariff could go lower in the future to a 15% to 20% range, something that might start to get baked into stock prices.
"It's a game changer."
Also Read: <a href="https://www.benzinga.com/25/05/45350995/nrg-energy-posts-upbeat-earnings-joins-tesla-apple-amazon-and-other-big-stocks-moving-higher-on-monday">NRG Energy Posts Upbeat Earnings, Joins Tesla, Apple, Amazon And Other Big Stocks Moving Higher On Monday</a>
Ives said Apple has "pricing power to an extent" and the tariff news still gives the company the flexibility to raise prices if it wants.
The analyst said Apple's AI strategy really needs to produce the iPhone 17 because a large portion of the company's installed base looking to upgrade phones in the next two to three years.
"This puts that key bull case back on the table."
The other big winner named by Ives from the China tariff news is Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>).
"Tesla's going to be a huge beneficiary in terms of what we see in this de-escalation of the U.S., China tariffs," Ives told CNBC.
During his interview with Bloomberg, Ives was asked about Tesla CEO Elon Musk's whereabouts after his time spent in the White House was viewed as a distraction to many.
"Thankfully not in the White House," Ives said of Musk's whereabouts.
Ives said Musk is back at Tesla driving the company's autonomy strategy ahead of a robotaxi launch in June.
"It speaks to why Tesla is up. You need your leader back. They got their biggest asset back."
Ives said investors will look back and view this as a "pivotal moment for the Tesla story."
Other Winners: During a CNBC interview, Ives said the trade progress between China and the U.S. is a positive for many stocks in the technology sector.
"If you are a tech investor, this is a dream scenario," Ives said.
Ives said the tariff change could see NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) as a big winner.
"They are going to be one especially given the China tariffs."
Ives also named Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), Palantir Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) and Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) as companies that the tariff news could be bullish for.
A slide shared during Ives&#8217; discussion about Tesla being a big winner also showed cybersecurity stock picks from Wedbush. That slide included Palo Alto Networks Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PANW#NASDAQ">PANW</a>), CrowdStrike Holdings Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), Zscaler Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), CyberArk Software Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CYBR#NASDAQ">CYBR</a>) and Check Point Software Technologies Ltd (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CHKP#NASDAQ">CHKP</a>). Read Next: <a href="https://www.benzinga.com/government/regulations/25/05/45347089/wall-street-rips-higher-as-tariff-truce-halts-us-china-economic-escalation"> • Wall Street Rips Higher As Tariff Truce Halts US–China Economic Escalation</a>
Photo: Mer_Studio/Shutterstock

CHKP

CYBR

PANW

TSLA

China Tariff De-Escalation Biggest Winners Include Tesla, Apple: 'New Tech Highs Back On The Table Now For 2025'

ADBE

ADSK

ALRM

AMPL

ANSS

APPS

BILL

BRZE

CCRD

CFLT

CIFR

Core Scientific, Inc. - Class A Common Stock

CORZ

CRNC

DDOG

DTSS

ESTC

FIVN

FROG

FRSH

GRRR

GTLB

MANH

MAWSON INFRSTRUCTURE GRP by Mawson Infrastructure Group Inc.

MIGI

NISN

NTRP

Next Technology Holding Inc. - Ordinary Shares

NXTT

OBLG

PCOR

PONY

SAIL

SNPS

SOUN

TENB

TUYA

VEEA

WULF

ZETA

Shares of software stocks are trading higher amid overall market strength after the US and China agreed to a temporary reduction in most tariffs on each other's goods.

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
U.S. markets experienced a notable upswing this week, driven by President Donald Trump's announcement of a trade agreement with the United Kingdom. The deal includes reductions in tariffs on UK automobiles, steel, and aluminum, and grants the UK access to the U.S. beef market. This development spurred optimism for potential future trade agreements and contributed to a rally in equities, with the S&amp;P 500 and Nasdaq posting gains. Additionally, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) surpassed the $100,000 mark, reflecting increased investor confidence and a shift toward riskier assets.
Despite the positive market response, concerns about the broader economic outlook persist. The Federal Reserve opted to maintain current interest rates, citing uncertainties related to the new tariff policies and their potential impact on inflation and employment. Analysts warn of the risk of stagflation — a combination of stagnant economic growth and high inflation—especially as the effects of the tariffs become more pronounced.
Looking ahead, high-level trade discussions between U.S. and Chinese officials are scheduled, aiming to address ongoing tensions and possibly adjust existing tariffs. Investors are closely monitoring these developments, as outcomes could significantly influence market dynamics and economic forecasts in the coming months.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/25/05/45259042/ibm-thinks-big-ai-delivers-bigger-why-bulls-are-charging-toward-300">"IBM Thinks Big, AI Delivers Bigger – Why Bulls Are Charging Toward $300"</a>, by Surbhi Jain, reports that International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) shares have climbed 48% over the past year and 13% year-to-date, driven by strong technical indicators and a bullish AI strategy, prompting Wedbush analyst Dan Ives to reiterate an Outperform rating with a $300 price target.
<a href="https://www.benzinga.com/25/05/45295534/novavax-reports-q1-profit-as-revenue-surges-to-over-600-million-and-lower-costs-raises-2025-forecasts">"Novavax reports Q1 profit as revenue surges to over $600 million and lower costs, raises 2025 forecasts"</a>, by Vandana Singh, reports that Novavax Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) posted a Q1 profit of $2.93 per share on $667 million in revenue — driven by $603 million from terminated advance purchase agreements — while raising its 2025 revenue forecast to $975 million-$1.025 billion and noting ongoing discussions with the FDA for full approval of its COVID-19 vaccine.
<a href="https://www.benzinga.com/25/05/45297555/hims-hers-stocks-100-surge-is-squeezing-shorts-and-it-might-just-be-getting-started">"Hims &amp; Hers stock's 100% surge is squeezing shorts—and it might just be getting started"</a>, by Surbhi Jain, reports that Hims &amp; Hers Health Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>) shares have doubled over the past month, fueled by strong Q1 earnings, a partnership with Novo Nordisk to offer Wegovy, and a high short interest of 33% of float, suggesting a classic short squeeze may be underway.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/government/regulations/25/05/45298562/chipmakers-enter-bullish-seasonal-window-5-stocks-that-could-outperform">Chipmakers Enter Bullish Seasonal Window: 5 Stocks That Could Outperform</a>
<a href="https://www.benzinga.com/25/05/45291509/nvidia-broadcom-amd-surge-as-trump-reshapes-ai-chip-export-rules-to-ease-market-pressure">Nvidia, Broadcom, AMD Gain As Trump Reshapes AI Chip Export Rules To Ease Market Pressure</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45268589/sunrun-stock-rallies-after-strong-q1-report-details">Sunrun Stock Rallies After Strong Q1 Report: Details</a>

The Bears
<a href="https://www.benzinga.com/news/earnings/25/05/45268429/arm-holdings-stock-plunges-after-q4-results-heres-why">"Arm Holdings Stock Plunges After Q4 Results: Here's Why"</a>, by Erica Kollmann, reports that Arm Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) shares fell nearly 9% after the company beat Q4 expectations with $1.24 billion in revenue and $0.55 EPS but issued weaker-than-expected guidance for fiscal 2026, citing uncertainty in licensing deals and global trade tensions.
<a href="https://www.benzinga.com/25/05/45272331/super-micro-slides-as-ai-server-delays-nvidia-supply-limits-weigh-on-analyst-ratings">"Super Micro slides as AI server delays, Nvidia supply limits weigh on analyst ratings"</a>, by Anusuya Lahiri, reports that Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) shares fell 5% after the company missed Q3 revenue and EPS expectations and issued a cautious Q4 outlook, attributing delays to customers awaiting NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell GPUs and facing supply constraints, leading analysts to lower forecasts amid concerns over AI server demand and margin pressures.
<a href="https://www.benzinga.com/25/05/45261806/sarepta-therapeutics-stock-sinks-on-gloomy-forecast-analysts-cut-price-forecasts">"Sarepta Therapeutics stock sinks on gloomy forecast, analysts cut price forecasts"</a>, by Vandana Singh, reports that Sarepta Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRPT#NASDAQ">SRPT</a>) shares fell after the company posted a deeper-than-expected Q1 loss and cut its 2025 forecast due to Elevidys rollout delays, despite beating revenue estimates.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/earnings/25/05/45239188/arista-networks-shares-fall-after-mixed-q1-results-eps-beat-revenues-miss-q2-guidance-below-estimates">Arista Networks Shares Fall After Mixed Q1 Results: EPS Beat, Revenues Miss, Q2 Guidance Below Estimates</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45270996/cleveland-cliffs-stock-falls-on-q1-earnings-miss-steelmaker-idles-6-facilities-taking-decisive-action-to-streamline-our-operations">Cleveland-Cliffs Stock Falls On Q1 Earnings Miss, Steelmaker Idles 6 Facilities: ‘Taking Decisive Action To Streamline Our Operations'</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45302422/coinbase-q1-earnings-highlights-revenue-eps-miss-2025">Coinbase Slips On Q1 Miss, Highlights SEC ‘Win' And Strategic Bitcoin Reserve Executive Order</a>

Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

AMAT

COIN

Hims & Hers Health, Inc. Class A Common Stock

HIMS

MRVL

NVAX

SMCI

SRPT

Benzinga Bulls And Bears: IBM, Novavax, Arm Holdings — And UK Trade Deal Boosts Markets

Fintech

Press Releases

New Oracle Cloud Services Help Retail Financial Institutions Modernize Lending and Collections

Orange County Picks Oracle's AI-powered Cloud Applications

Utilities Call on Oracle AI to Transform Customer Service

Oracle Named #1 in Home Energy Management Systems by Guidehouse Research

Oracle Health Information Network Achieves Candidate Status for TEFCA QHIN

Contracts

Oracle and Entanglement Partner to Deliver Advanced Security to Governments and Enterprises

Chicago Public Schools Selects Oracle Fusion Applications to Maximize Educational Outcomes

Oracle Health Brings Proven AI Tech to Canadian Health Organizations to Reduce Physician Burnout and Improve Patient Experiences

Oracle, Cleveland Clinic, and G42 Announce Strategic Partnership to Launch AI-Based Global Healthcare Delivery Platform

Oracle Once Again Named a Leader in Gartner® Magic Quadrant™ for Supply Chain Planning Solutions

Comments

Oracle

Actualités

Dernières nouvelles pour Oracle (NYSE:ORCL) Stock

Les gens regardent aussi

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL