Dernières nouvelles pour Oracle (NYSE:ORCL) Stock

Oracle

Oracle Corporation

NASDAQ

Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.

Oracle Corp

ORACLE ORD

Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) has been riding high in 2024, with the stock up 11.38% year-to-date and 25.21% <a href="https://www.benzinga.com/quote/MSFT/news">over the past year</a>.
However, dark clouds may be forming on two fronts: technical indicators are flashing bearish signals and Microsoft's high-profile partnership with OpenAI is showing signs of strain.
<h1 class="wp-block-heading">Death Cross Looming: Bearish Signals Pile Up</h1>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100824&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="625" height="456" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08132347/Screenshot-2024-10-08-at-6.03.13-PM.png" alt="" class="wp-image-586189" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08132347/Screenshot-2024-10-08-at-6.03.13-PM.png 625w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08132347/Screenshot-2024-10-08-at-6.03.13-PM-300x219.png 300w" sizes="(max-width: 625px) 100vw, 625px" /></a></figure>
<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100824&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
Microsoft stock is inching closer to forming a Death Cross, a technical pattern where the 50-day moving average dips below the 200-day moving average, signaling a potential shift from bullish to bearish momentum. 
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100824&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="625" height="456" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08132402/Screenshot-2024-10-08-at-6.03.50-PM.png" alt="" class="wp-image-586190" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08132402/Screenshot-2024-10-08-at-6.03.50-PM.png 625w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08132402/Screenshot-2024-10-08-at-6.03.50-PM-300x219.png 300w" sizes="(max-width: 625px) 100vw, 625px" /></a></figure>
<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100824&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
Right now, Microsoft stock is already trading below key moving averages, indicating that selling pressure is building.
<ul>
<li>Eight-day SMA: $418.47 (Bearish)</li>
<li>20-day SMA: $426.29 (Bearish)</li>
<li>50-day SMA: $417.82 (Bearish)</li>
<li>200-day SMA: $416.98 (Bearish)</li>
</ul>
At a share price of $409.50, Microsoft's stock is clearly under pressure, with bearish signals stacking up. A Death Cross would only solidify this, potentially signaling a deeper downtrend.
<h1 class="wp-block-heading">OpenAI Moves To Oracle: Cracks In The Microsoft Partnership?</h1>
Adding to Microsoft's troubles is the evolving relationship with OpenAI. According to The Information, OpenAI is seeking more independence from Microsoft's cloud services, opting to lease data centers from Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) in Texas. This shift comes as OpenAI raised $6.6 billion in new funding and looks to expand its capabilities without being solely dependent on Microsoft.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41228871/intel-vs-oracle-can-apollos-rescue-plan-beat-oracles-ai-cloud-domination">Intel Vs. Oracle: Can Apollo&#8217;s Rescue Plan Beat Oracle&#8217;s AI Cloud Domination?</a>
Concerns have emerged over Microsoft's ability to meet OpenAI's growing need for computing power, prompting OpenAI's search for alternative solutions. Though OpenAI maintains that its strategic relationship with Microsoft remains strong, the move toward Oracle signals some level of dissatisfaction.
<h1 class="wp-block-heading">Time To Lock In Gains?</h1>
With Microsoft stock on the brink of a Death Cross and its once rock-solid partnership with OpenAI showing cracks, now might be the perfect time for investors to consider locking in gains.
The combination of bearish technicals and potential shifts in cloud business partnerships adds to the risk of a downturn. 
Investors riding Microsoft's strong 2024 performance might want to reevaluate whether to stay in or take profits before the Death Cross becomes a reality.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/insights/news/24/10/41229738/heres-how-much-100-invested-in-microsoft-20-years-ago-would-be-worth-today">Here&#8217;s How Much $100 Invested In Microsoft 20 Years Ago Would Be Worth Today</a></li>
</ul>
Photo: Shutterstock

Technicals

Signals

Tech

Trading Ideas

MSFT

ORCL

Microsoft Stock Nears Death Cross As OpenAI Partnership Weakens: Time To Lock In Gains?

Financial giants have made a conspicuous bullish move on Oracle. Our analysis of options history for Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) revealed 31 unusual trades.
Delving into the details, we found 54% of traders were bullish, while 32% showed bearish tendencies. Out of all the trades we spotted, 5 were puts, with a value of $496,018, and 26 were calls, valued at $2,152,301.
<h3>Projected Price Targets</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $105.0 to $240.0 for Oracle over the last 3 months. 
<h3>Volume &amp; Open Interest Trends</h3>
In terms of liquidity and interest, the mean open interest for Oracle options trades today is 2580.0 with a total volume of 47,926.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Oracle's big money trades within a strike price range of $105.0 to $240.0 over the last 30 days.
<h3>Oracle Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1728411332_0.png" alt="Options Call Chart" />
<h3>Largest Options Trades Observed:</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>12/20/24</td>
<td>$7.5</td>
<td>$7.45</td>
<td>$7.5</td>
<td>$180.00</td>
<td>$375.0K</td>
<td>6.7K</td>
<td>862</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$2.98</td>
<td>$2.94</td>
<td>$2.94</td>
<td>$172.50</td>
<td>$362.2K</td>
<td>2.0K</td>
<td>5.4K</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$6.9</td>
<td>$6.8</td>
<td>$6.9</td>
<td>$165.00</td>
<td>$345.0K</td>
<td>807</td>
<td>517</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>10/18/24</td>
<td>$3.05</td>
<td>$2.92</td>
<td>$3.05</td>
<td>$172.50</td>
<td>$152.1K</td>
<td>2.0K</td>
<td>6.6K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$19.75</td>
<td>$19.6</td>
<td>$19.75</td>
<td>$190.00</td>
<td>$98.7K</td>
<td>289</td>
<td>51</td>
</tr>
</tbody>
</table>

<h3>About Oracle</h3>
Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
Following our analysis of the options activities associated with Oracle, we pivot to a closer look at the company's own performance.
<h3>Oracle's Current Market Status</h3>
<ul>
<li>With a trading volume of 3,778,763, the price of ORCL is up by 1.84%, reaching $173.09.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 62 days from now.</li>
</ul>
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;utm_source=benzinga-insights">Click here for access</a>.
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Oracle with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

Options

Markets

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

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/11/24</td>
<td>$131.00</td>
<td>$37.8K</td>
<td>126.4K</td>
<td>205.3K</td>
</tr>
<tr>
<td>AMD</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/11/24</td>
<td>$177.50</td>
<td>$27.5K</td>
<td>11.9K</td>
<td>13.0K</td>
</tr>
<tr>
<td>CORZ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/11/24</td>
<td>$12.00</td>
<td>$126.5K</td>
<td>3.6K</td>
<td>6.3K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/18/24</td>
<td>$172.50</td>
<td>$61.8K</td>
<td>2.0K</td>
<td>5.9K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/11/24</td>
<td>$22.50</td>
<td>$31.0K</td>
<td>9.0K</td>
<td>5.0K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/18/24</td>
<td>$195.00</td>
<td>$35.8K</td>
<td>927</td>
<td>2.0K</td>
</tr>
<tr>
<td>MSFT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/11/24</td>
<td>$410.00</td>
<td>$29.5K</td>
<td>1.3K</td>
<td>1.6K</td>
</tr>
<tr>
<td>PLTR</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$35.00</td>
<td>$26.0K</td>
<td>4.1K</td>
<td>987</td>
</tr>
<tr>
<td>JKS</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$25.00</td>
<td>$30.1K</td>
<td>1.1K</td>
<td>953</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$40.00</td>
<td>$295.1K</td>
<td>15.4K</td>
<td>890</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option sweep with bearish sentiment. It expires in 3 day(s) on October 11, 2024. Parties traded 121 contract(s) at a $131.00 strike. This particular call needed to be split into 7 different trades to become filled. The total cost received by the writing party (or parties) was $37.8K, with a price of $314.0 per contract. There were 126493 open contracts at this strike prior to today, and today 205398 contract(s) were bought and sold. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a call option sweep with bullish sentiment. It expires in 3 day(s) on October 11, 2024. Parties traded 170 contract(s) at a $177.50 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $27.5K, with a price of $162.0 per contract. There were 11976 open contracts at this strike prior to today, and today 13017 contract(s) were bought and sold. 
• For CORZ (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CORZ#NASDAQ">CORZ</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on October 11, 2024. This event was a transfer of 3163 contract(s) at a $12.00 strike. This particular call needed to be split into 61 different trades to become filled. The total cost received by the writing party (or parties) was $126.5K, with a price of $40.0 per contract. There were 3618 open contracts at this strike prior to today, and today 6386 contract(s) were bought and sold. 
• Regarding ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we observe a call option sweep with bullish sentiment. It expires in 10 day(s) on October 18, 2024. Parties traded 218 contract(s) at a $172.50 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $61.8K, with a price of $284.0 per contract. There were 2085 open contracts at this strike prior to today, and today 5964 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on October 11, 2024. This event was a transfer of 500 contract(s) at a $22.50 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $31.0K, with a price of $62.0 per contract. There were 9084 open contracts at this strike prior to today, and today 5009 contract(s) were bought and sold. 
• Regarding MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we observe a call option sweep with bullish sentiment. It expires in 10 day(s) on October 18, 2024. Parties traded 28 contract(s) at a $195.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $35.8K, with a price of $1280.0 per contract. There were 927 open contracts at this strike prior to today, and today 2003 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on October 11, 2024. This event was a transfer of 50 contract(s) at a $410.00 strike. This particular call needed to be split into 11 different trades to become filled. The total cost received by the writing party (or parties) was $29.5K, with a price of $590.0 per contract. There were 1324 open contracts at this strike prior to today, and today 1684 contract(s) were bought and sold. 
• Regarding PLTR (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), we observe a put option sweep with bearish sentiment. It expires in 101 day(s) on January 17, 2025. Parties traded 138 contract(s) at a $35.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $26.0K, with a price of $189.0 per contract. There were 4109 open contracts at this strike prior to today, and today 987 contract(s) were bought and sold. 
• For JKS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JKS#NYSE">JKS</a>), we notice a call option trade that happens to be bullish, expiring in 38 day(s) on November 15, 2024. This event was a transfer of 70 contract(s) at a $25.00 strike. The total cost received by the writing party (or parties) was $30.1K, with a price of $430.0 per contract. There were 1138 open contracts at this strike prior to today, and today 953 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a put option trade with bullish sentiment. It expires in 73 day(s) on December 20, 2024. Parties traded 720 contract(s) at a $40.00 strike. The total cost received by the writing party (or parties) was $295.1K, with a price of $410.0 per contract. There were 15434 open contracts at this strike prior to today, and today 890 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Core Scientific, Inc. - Class A Common Stock

CORZ

INTC

MSTR

NVDA

PLTR

SMCI

10 Information Technology Stocks With Whale Alerts In Today's Session

In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) against its key competitors in the Software industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.
<h3>Oracle Background</h3>
Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>Oracle Corp</td>
<td>43.81</td>
<td>43.55</td>
<td>8.94</td>
<td>30.01%</td>
<td>$5.44</td>
<td>$9.4</td>
<td>6.86%</td>
</tr>
<tr>
<td>Microsoft Corp</td>
<td>34.72</td>
<td>11.34</td>
<td>12.48</td>
<td>8.45%</td>
<td>$34.33</td>
<td>$45.04</td>
<td>15.2%</td>
</tr>
<tr>
<td>ServiceNow Inc</td>
<td>164.12</td>
<td>21.52</td>
<td>18.85</td>
<td>3.12%</td>
<td>$0.48</td>
<td>$2.08</td>
<td>22.19%</td>
</tr>
<tr>
<td>Palo Alto Networks Inc</td>
<td>46.42</td>
<td>21.28</td>
<td>14.90</td>
<td>7.42%</td>
<td>$0.39</td>
<td>$1.62</td>
<td>12.09%</td>
</tr>
<tr>
<td>CrowdStrike Holdings Inc</td>
<td>416.16</td>
<td>24.67</td>
<td>20.28</td>
<td>1.75%</td>
<td>$0.12</td>
<td>$0.73</td>
<td>31.74%</td>
</tr>
<tr>
<td>Fortinet Inc</td>
<td>45.85</td>
<td>205.64</td>
<td>10.86</td>
<td>504.05%</td>
<td>$0.5</td>
<td>$1.16</td>
<td>10.95%</td>
</tr>
<tr>
<td>Gen Digital Inc</td>
<td>28.43</td>
<td>8.53</td>
<td>4.54</td>
<td>8.69%</td>
<td>$0.54</td>
<td>$0.78</td>
<td>2.33%</td>
</tr>
<tr>
<td>Monday.Com Ltd</td>
<td>334.39</td>
<td>15.02</td>
<td>16.36</td>
<td>1.62%</td>
<td>$0.0</td>
<td>$0.21</td>
<td>34.4%</td>
</tr>
<tr>
<td>Dolby Laboratories Inc</td>
<td>34.28</td>
<td>2.93</td>
<td>5.79</td>
<td>1.58%</td>
<td>$0.06</td>
<td>$0.25</td>
<td>-3.2%</td>
</tr>
<tr>
<td>CommVault Systems Inc</td>
<td>39.36</td>
<td>23.69</td>
<td>7.95</td>
<td>6.62%</td>
<td>$0.02</td>
<td>$0.18</td>
<td>13.38%</td>
</tr>
<tr>
<td>Qualys Inc</td>
<td>26.71</td>
<td>10.41</td>
<td>7.83</td>
<td>10.52%</td>
<td>$0.05</td>
<td>$0.12</td>
<td>8.38%</td>
</tr>
<tr>
<td>Teradata Corp</td>
<td>47.20</td>
<td>38.71</td>
<td>1.69</td>
<td>57.36%</td>
<td>$0.09</td>
<td>$0.27</td>
<td>-5.63%</td>
</tr>
<tr>
<td>Progress Software Corp</td>
<td>35.40</td>
<td>6.62</td>
<td>4.08</td>
<td>6.88%</td>
<td>$0.07</td>
<td>$0.15</td>
<td>2.06%</td>
</tr>
<tr>
<td>N-able Inc</td>
<td>69.50</td>
<td>3.20</td>
<td>5.22</td>
<td>1.32%</td>
<td>$0.03</td>
<td>$0.1</td>
<td>12.6%</td>
</tr>
<tr>
<td>Average</td>
<td>101.73</td>
<td>30.27</td>
<td>10.06</td>
<td>47.64%</td>
<td>$2.82</td>
<td>$4.05</td>
<td>12.04%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
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 text-align: left;
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 background-color: #f2f4f8;
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 background-color: #e1e4ea;
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 td:nth-child(3), td:nth-child(5) {
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 .dividend-frequency {
 font-size: 12px;
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 }
 </style>By closely studying Oracle, we can observe the following trends: 
<ul>
<li>
With a Price to Earnings ratio of 43.81, which is 0.43x less than the industry average, the stock shows potential for growth at a reasonable price, making it an interesting consideration for market participants.
</li>
<li>
It could be trading at a premium in relation to its book value, as indicated by its Price to Book ratio of 43.55 which exceeds the industry average by 1.44x.
</li>
<li>
Based on its sales performance, the stock could be deemed undervalued with a Price to Sales ratio of 8.94, which is 0.89x the industry average.
</li>
<li>
The Return on Equity (ROE) of 30.01% is 17.63% below the industry average, suggesting potential inefficiency in utilizing equity to generate profits.
</li>
<li>
The company exhibits higher Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $5.44 Billion, which is 1.93x above the industry average, implying stronger profitability and robust cash flow generation.
</li>
<li>
The company has higher gross profit of $9.4 Billion, which indicates 2.32x above the industry average, indicating stronger profitability and higher earnings from its core operations.
</li>
<li>
The company's revenue growth of 6.86% is significantly lower compared to the industry average of 12.04%. This indicates a potential fall in the company's sales performance.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1728399661_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio is a financial metric that helps determine the level of financial risk associated with a company's capital structure.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
When evaluating Oracle alongside its top 4 peers in terms of the Debt-to-Equity ratio, the following insights arise:
<ul>
<li>
Among its top 4 peers, Oracle is placed in the middle with a moderate debt-to-equity ratio of 7.81.
</li>
<li>
This implies a balanced financial structure, with a reasonable proportion of debt and equity.
</li>
</ul>
<h3>Key Takeaways</h3>
For Oracle in the Software industry, the PE ratio is low compared to peers, indicating potential undervaluation. The PB ratio is high, suggesting the market values Oracle's assets more than its earnings. The PS ratio is low, implying a favorable sales valuation. In terms of ROE, Oracle lags behind peers, while EBITDA and gross profit margins are high, reflecting strong operational performance. However, the revenue growth rate is lower than industry peers, indicating potential challenges in expanding market share.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

Evaluating Oracle Against Peers In Software Industry

In the tech world, Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) is stumbling its way through a corporate reboot, while Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) is racing ahead, planting a $6.5 billion artificial intelligence and <a href="https://www.benzinga.com/topic/artificial-intelligence">cloud flag in Malaysia</a>. 
Let's break down the current state of affairs for these two giants.
<h2 class="wp-block-heading">Intel: A Tough Love Takeover?</h2>
Intel&#8217;s stock has taken a beating, down over 53% year-to-date, with market cap dropping below $100 billion for the first time in over a decade. 
The buzz? Private equity heavyweight Apollo Global Management Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/APO#NYSE">APO</a>) is eyeing a takeover. Industry whispers had earlier linked Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) to a potential bid, but analysts are now backing Apollo as a better fit.
Read Also: <a href="https://www.benzinga.com/trading-ideas/technicals/24/09/41023160/intel-vs-amd-which-chipmaker-has-the-edge-in-race-against-nvidias-supremacy">Intel Vs. AMD: Which Chipmaker Has The Edge In Race Against Nvidia&#8217;s Supremacy?</a>
As Cody Acree from Benchmark puts it, &#8220;Intel's issues run deep, but Apollo could turn things around.&#8221; 
Acree compared the situation to when Mubadala invested over $600 million in Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and helped turn the company around. 
But for Intel's CEO Pat Gelsinger, the plan is a homegrown comeback through their 18A chipmaking process—though how long the markets will wait for that remains uncertain.
With AI at the core of Intel's missteps — remember, it missed the boat on graphics chips, leaving Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) to rule the roost — the company's attempt to claw its way back into relevance is looking like a long shot.
<h2 class="wp-block-heading">Oracle: Full Steam Ahead On AI &amp; Cloud</h2>
Oracle's stock has soared 63% this year, thanks in no small part to its aggressive push into cloud computing and AI. Its latest move? A $6.5 billion investment in Malaysia to create a cutting-edge AI supercluster powered by Nvidia&#8217;s Blackwell GPUs.
Oracle's bet is simple: dominate the AI and cloud infrastructure game. By setting up shop in Southeast Asia, they're aiming to position themselves as the go-to provider for companies looking to scale AI. And with key partnerships like Nvidia in the mix, Oracle's strategy looks rock-solid.
Read Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/10/41168394/oracle-vs-salesforce-cloud-wars-heat-up-stocks-take-off">Oracle Vs. Salesforce: Cloud Wars Heat Up, Stocks Take Off</a>
<h2 class="wp-block-heading">Intel Faces Downside Blues, Analysts Cheer Oracle</h2>
Intel analysts aren't too optimistic. The company&#8217;s consensus rating is Neutral and it has an average price target of $32.19. With recent estimates suggesting a downside of -4.21%, Intel's stock is being eyed cautiously. Its 200-day simple moving average (SMA) of $34.18 screams a bearish sentiment, showing just how much ground Intel has lost.
Oracle analysts are more optimistic than Intel&#8217;s. With a Buy consensus and a price target of $177.33, the stock has an implied upside of 4.12%. 
Technicals favor Oracle strongly, with its share price of $169.97 sitting comfortably above all major SMAs, including a 200-day SMA of $128.29—making it a worthy pick technically.
<h2 class="wp-block-heading">Intel's Technical Tumble Vs. Oracle's Bullish Brilliance</h2>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="625" height="456" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08091713/Screenshot-2024-10-08-at-5.46.58-PM-1.png" alt="" class="wp-image-585587" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08091713/Screenshot-2024-10-08-at-5.46.58-PM-1.png 625w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08091713/Screenshot-2024-10-08-at-5.46.58-PM-1-300x219.png 300w" sizes="(max-width: 625px) 100vw, 625px" /></figure>
<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100824&amp;t=be2bearmibe3na1">Chart created using Benzinga Pro</a>
Intel's technicals are mixed. While its price of $22.38 edges past its 50-day SMA ($21.48), hinting at a short-term bullish opportunity, its 200-day SMA of $34.06 paints a longer-term picture of distress.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="625" height="456" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08091754/Screenshot-2024-10-08-at-5.47.11-PM-1.png" alt="" class="wp-image-585590" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08091754/Screenshot-2024-10-08-at-5.47.11-PM-1.png 625w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/08091754/Screenshot-2024-10-08-at-5.47.11-PM-1-300x219.png 300w" sizes="(max-width: 625px) 100vw, 625px" /></figure>
<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100824&amp;t=be2bearmibe3na1">Chart created using Benzinga Pro</a>
In contrast, Oracle's current price of $169.97 is far ahead of its key moving averages, reflecting a bullish trend across the board. Analysts are confident that this momentum can continue, despite some selling pressure due to the recent rally.
<h2 class="wp-block-heading">The Verdict</h2>
Intel is the classic comeback story in the making, with Apollo potentially playing the role of savior. 
But Oracle? It's all about forward momentum. While Intel tries to patch up its past, Oracle is already setting the stage for a future that's all AI and cloud. 
The bottom line: in this battle, Oracle's got the upper hand—at least for now.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/10/41151741/nvidias-ai-leadership-to-drive-1-trillion-market-growth-with-accenture-partnership-">Nvidia&#8217;s AI Leadership To Drive $1 Trillion Market Growth, With Accenture Partnership Accelerating Adoption, Analyst Says</a></li>
</ul>

Analyst Color

Analyst Ratings

QCOM

Intel Vs. Oracle: Can Apollo's Rescue Plan Beat Oracle's AI Cloud Domination?

Financial giants have made a conspicuous bullish move on Oracle. Our analysis of options history for Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) revealed 8 unusual trades.
Delving into the details, we found 50% of traders were bullish, while 37% showed bearish tendencies. Out of all the trades we spotted, 2 were puts, with a value of $276,636, and 6 were calls, valued at $431,900.
<h3>Projected Price Targets</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $155.0 to $170.0 for Oracle over the last 3 months. 
<h3>Volume &amp; Open Interest Trends</h3>
Assessing the volume and open interest is a strategic step in options trading. These metrics shed light on the liquidity and investor interest in Oracle's options at specified strike prices. The forthcoming data visualizes the fluctuation in volume and open interest for both calls and puts, linked to Oracle's substantial trades, within a strike price spectrum from $155.0 to $170.0 over the preceding 30 days.
<h3>Oracle Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1728311450_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</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>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/11/24</td>
<td>$0.73</td>
<td>$0.68</td>
<td>$0.7</td>
<td>$167.50</td>
<td>$205.7K</td>
<td>2.1K</td>
<td>4.1K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$20.65</td>
<td>$20.55</td>
<td>$20.55</td>
<td>$155.00</td>
<td>$205.5K</td>
<td>6.2K</td>
<td>125</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/11/24</td>
<td>$0.72</td>
<td>$0.71</td>
<td>$0.71</td>
<td>$167.50</td>
<td>$70.8K</td>
<td>2.1K</td>
<td>1.2K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$6.6</td>
<td>$6.45</td>
<td>$6.5</td>
<td>$170.00</td>
<td>$65.0K</td>
<td>5.3K</td>
<td>253</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$22.15</td>
<td>$17.5</td>
<td>$20.3</td>
<td>$155.00</td>
<td>$50.7K</td>
<td>6.2K</td>
<td>0</td>
</tr>
</tbody>
</table>

<h3>About Oracle</h3>
Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
Following our analysis of the options activities associated with Oracle, we pivot to a closer look at the company's own performance.
<h3>Oracle's Current Market Status</h3>
<ul>
<li>Trading volume stands at 868,011, with ORCL's price up by 0.25%, positioned at $171.28.</li>
<li>RSI indicators show the stock to be is currently neutral between overbought and oversold.</li>
<li>Earnings announcement expected in 63 days.</li>
</ul>
<h3>Expert Opinions on Oracle</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $184.4.
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;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; Maintaining their stance, an analyst from BMO Capital continues to hold a Market Perform rating for Oracle, targeting a price of $173. 
&#x2A; An analyst from UBS persists with their Buy rating on Oracle, maintaining a target price of $200. 
&#x2A; Maintaining their stance, an analyst from Bernstein continues to hold a Outperform rating for Oracle, targeting a price of $202. 
&#x2A; Maintaining their stance, an analyst from Citigroup continues to hold a Neutral rating for Oracle, targeting a price of $157. 
&#x2A; Consistent in their evaluation, an analyst from TD Cowen keeps a Buy rating on Oracle with a target price of $190. 
Trading options involves greater risks but also offers the potential for higher profits. Savvy traders mitigate these risks through ongoing education, strategic trade adjustments, utilizing various indicators, and staying attuned to market dynamics. Keep up with the latest options trades for Oracle with <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> for real-time alerts.

This Is What Whales Are Betting On Oracle

Since hitting a record back in July and then selling off, shares of tech titan Microsoft Corp. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/msft#NASDAQ">MSFT</a>) have been a bit slower than others in getting back to highs. For context, the benchmark S&amp;P 500 index was hitting fresh highs by the middle of September and, as recently as Monday, was closing at a new record.&nbsp;
Confirmation from the Fed that they&#39;re going to start cutting rates and continuing signs that inflation is cooling have combined to re-ignite the risk-on sentiment that controlled stocks for much of the first six months of the year. Against the S&amp;P 500&#39;s 12% gain from its August lows, Microsoft has tacked on as much as 14%, but a week of losses means it&#39;s holding on to less than 10% of them right now.&nbsp;
However, despite what appears to be this lackluster performance, there are several reasons to think that Microsoft is a solid buy right now&nbsp;and that any further selling will only boost&nbsp;its risk/reward&nbsp;profile. Let&#39;s jump in and take a look.&nbsp;
<h2>Microsoft&#39;s Fundamental Performance</h2>
To start with, let&#39;s look at Microsoft&#39;s fundamental performance. It&#39;s worth pointing out that Microsoft&#39;s most recent earnings report had a lot to do not only with its stock&#39;s selloff in August but also with the bullish outlook investors and analysts have for it. The company smashed analyst expectations on both its headline numbers, which was always a good sign but then provided lighter-than-expected forward guidance for revenue from its Azure cloud unit.&nbsp;
Considering how softly Microsoft shares had been trading throughout July, it was understandable that a weak outlook like this sent them even lower. But what really compounded matters was the fact that the broader market started sinking the following week, as a dodgy jobs report ignited concerns that the Fed had delayed cutting rates too long.&nbsp;
<h2>Wall Street Targets Suggest Major Upside for Microsoft Stock</h2>
However, for those of us on the sidelines thinking about getting involved, there&#39;s actually a lot to like here. Despite issuing weak forward guidance for a key part of the business and then enduring one of the wider stock market&#39;s worst weeks in years, shares of Microsoft have been gaining since the first week of August. Not only have they been gaining, but they&#39;ve been setting a pattern of higher, lower, and higher highs. This is one of the most bullish setups out there and indicates that there is a constant source of demand for Microsoft shares during any dip.
Considering the stock has fallen about 5% in the past two weeks alone, we could soon see this source of demand being tapped again. Beyond the promising technical performance, Microsoft shares are also enjoying the benefit of being highly rated by Wall Street analysts.&nbsp;
Take DA Davidson, for example,&nbsp;which reiterated&nbsp;its $475 price target on Microsoft shares in the last week of September. From where the stock closed on Tuesday evening, that suggests&nbsp;a targeted upside of nearly 15%. There&#39;s also the $506 price target from Morgan Stanley last month and the $550 target from Wedbush in the aftermath of Microsoft&#39;s earnings. It&#39;s not often that analysts call for a potential upside of 30%, but that&#39;s the case with Microsoft.&nbsp;
<h2>The Bottom Line: Microsoft&#39;s Dip Could Be a Strong Buying Opportunity</h2>
Some concerns are worth noting, such as those of Allspring Global Investments, which noted earlier this week, &quot;There&#39;s some AI fatigue when it comes to companies like Microsoft, given the incredible run they&#39;ve had.&quot; There have also been some unfavorable comparisons between Microsoft and Oracle Corporation (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/orcl#NYSE">ORCL</a>) in this regard, given the fact that the latter is trading at a lower valuation.&nbsp;
However, aside from the weaker-than-expected Azure update, which has surely been properly baked into Microsoft&#39;s shares by now, there are far more reasons to like the stock than to avoid it. The technical case is strong, while the analysts&#39; targeted upside speaks for itself. Let&#39;s see if the current dip can start finding some buyers in the next few sessions and turning north once again.
The article &quot;<a href="https://www.marketbeat.com/originals/microsofts-targeted-upside-might-be-too-good-to-ignore/">Microsoft&#39;s Targeted Upside Might Be Too Good to Ignore</a>&quot; first appeared on MarketBeat.

Earnings

Large Cap

Guidance

Price Target

Federal Reserve

Microsoft's Targeted Upside Might Be Too Good to Ignore

The cloud battle between Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) and Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) is hitting new highs, and both stocks are riding the AI wave <a href="https://www.benzinga.com/topic/artificial-intelligence">to impressive gains</a>.
But which one is winning? Let's dive into the numbers, recent moves, and what investors need to know.
<h2 class="wp-block-heading">Oracle's Big Play: Malaysia's Mega Cloud</h2>
Oracle has been flexing its cloud muscles, with a 20% stock jump over the past month, +61% YTD, thanks to impressive growth in its cloud infrastructure services. The latest boost? 
A $6.5 billion investment to establish a public cloud region in Malaysia—outpacing Amazon.com Inc's $6.2 billion AWS plan. Oracle's aggressive push aims to tap into Malaysia's growing demand for AI, data, and analytics, potentially becoming one of the largest tech investments in Southeast Asia.
Read Also: <a href="https://www.benzinga.com//node/41139192">Oracle Bets Big: Plans Over $6.5B Cloud Expansion In Malaysia To Fuel AI Innovation</a>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100324&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="630" height="459" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/03094546/Screenshot-2024-10-03-at-5.36.35-PM.png" alt="" class="wp-image-578711" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/03094546/Screenshot-2024-10-03-at-5.36.35-PM.png 630w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/03094546/Screenshot-2024-10-03-at-5.36.35-PM-300x219.png 300w" sizes="(max-width: 630px) 100vw, 630px" /></a></figure>
<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100324&amp;t=be2bearmibe3na1">Chart created using Benzinga Pro</a>
On the charts, Oracle stock is showing solid bullish signals across the board, trading at $167.71, above its eight-day, 20-day and 50-day moving averages. However, some selling pressure indicates caution for those diving in for short-term gains. 
Still, with ambitious revenue targets of $104 billion by FY2029, Oracle is playing the long game.
<h2 class="wp-block-heading">Salesforce: GenAI Power Move</h2>
Meanwhile, Salesforce isn't standing still. The stock is up 12.67% in the last month, powered by its new AgentForce platform, <a href="https://www.benzinga.com//node/41145130" target="_blank" rel="noopener">which analysts have hailed as "on par"</a> with Microsoft Corp's GenAI.
Piper Sandler even upgraded Salesforce to Outperform with a price target of $400. AgentForce, designed for sales, marketing, and service workflows, could boost Salesforce's TAM by a whopping $3.2 trillion. 
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100324&amp;t=be2bearmibe3na1"><img loading="lazy" decoding="async" width="630" height="459" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/03094733/Screenshot-2024-10-03-at-5.36.23-PM.png" alt="" class="wp-image-578714" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/03094733/Screenshot-2024-10-03-at-5.36.23-PM.png 630w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/03094733/Screenshot-2024-10-03-at-5.36.23-PM-300x219.png 300w" sizes="(max-width: 630px) 100vw, 630px" /></a></figure>
<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent100324&amp;t=be2bearmibe3na1">Chart created using Benzinga Pro</a>
Salesforce stock&#8217;s bullish technical signals, trading at $279.48, above its eight-day, 20-day and 50-day moving averages, confirm strong buying pressure.
<h2 class="wp-block-heading">The Verdict?</h2>
Both Oracle and Salesforce are AI-driven, cloud-hungry giants with plenty of growth potential. Oracle's bold infrastructure moves in Asia give it global reach, while Salesforce's GenAI ambitions position it to dominate in enterprise software. 
Investors eyeing cloud and AI should consider both—but Oracle's international ventures and bullish long-term outlook might edge out Salesforce's innovative short-term wins.
The real question: Who will be the ultimate king of the cloud? Let's see how the AI boom unfolds.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/technicals/24/09/41002243/oracle-surges-20-in-september-as-ai-cloud-strategy-flashes-bullish-signals">Oracle Surges 20% In September As AI, Cloud Strategy Flashes Bullish Signals</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Oracle Vs. Salesforce: Cloud Wars Heat Up, Stocks Take Off

Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) stock has gained over 96% in the last 12 months, as the hyperscalars&#8217; artificial intelligence ambitions translate into higher demand for AI chips from companies like Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
Recently, Taiwan&#8217;s National Science and Technology Council&nbsp;(NSTC) Minister Wu Cheng-wen flagged Taiwan Semiconductor&#8217;s <a target="_blank" href="https://www.benzinga.com/government/24/10/41114632/taiwan-semiconductors-2-nm-breakthrough-puts-taiwan-a-decade-ahead-of-chinas-semiconductor-industry" rel="noreferrer noopener">2-nanometer technology</a>, which puts it ahead of China by at least a decade.
Taiwan Semiconductor aims to develop 2nm chips in at least <a target="_blank" href="https://www.benzinga.com/government/24/09/41007184/taiwan-semi-secures-7-5b-boost-for-arizona-expansion-aims-for-advanced-chip-production-report" rel="noreferrer noopener">2 U.S. fabs</a>. Its overall investment in Arizona exceeded&nbsp;$65 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/government/24/10/41127863/despite-nvidia-selloff-bidens-law-and-taiwan-semis-advantage-offer-growth-potential" rel="noreferrer noopener">Despite Nvidia Selloff, Biden&#8217;s Law and Taiwan Semi&#8217;s Advantage Offer Growth Potential</a>
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02044304/newplot-1.png" alt="" class="wp-image-576041" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02044304/newplot-1.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/10/02044304/newplot-1-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/audio/2024-10-01/tsmc-remains-the-bedrock-of-taiwan-s-market-growth-tiger-money?in_source=podcasts_29_play-episode&amp;sref=TBDibEcD" rel="noreferrer noopener">reports</a> that Taiwan Semiconductor accounts for 36% of Taiwan&#8217;s index weighting. According to Bloomberg, exchange-traded funds will likely keep retail and institutional investors hooked, driven by the demand for AI applications.
Despite tailwinds, Taiwan Semiconductor is susceptible to geopolitical risks and rising tension between the U.S. and China.
Chinese leader Xi Jinping reiterated his commitment to &#8220;reunification&#8221; with Taiwan on the eve of China&#8217;s 75th anniversary, CNN <a target="_blank" href="https://edition.cnn.com/2024/10/01/china/china-xi-reunification-taiwan-national-day-intl-hnk/index.html" rel="noreferrer noopener">reports</a>, implying that geopolitical tensions will persist.
On Sunday, U.S. President Joe Biden approved Taiwan&#8217;s $567 million military aid package.
For context, the U.S. sanctions on China forbid the Asian counterpart from importing Nvidia artificial intelligence chips.
Although China&#8217;s Communist Party has never governed Taiwan, it claims the self-governing democracy as its own. Since the end of the Chinese civil war in 1949, China and Taiwan have been ruled by separate governments.
Investors can gain exposure to the semiconductor ETF through the First Trust Nasdaq Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXL#NASDAQ">FTXL</a>) and the EA Series Trust Strive US Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOC#NYSE">SHOC</a>).
Price Action: TSM stock is up 0.57% at $173.05 premarket at last check Wednesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/news/24/10/41119735/nvidia-faces-new-competition-cerebras-files-for-ipo-huawei-pushes-ai-chips" target="_blank" rel="noreferrer noopener">Nvidia Faces New Competition: Cerebras Files for IPO, Huawei Pushes AI Chips</a></li>
</ul>
Photo via Shutterstock

Government

Regulations

Emerging Markets

Media

AMZN

FTXL

GOOGL

SHOC

Taiwan Semiconductor Has Soared 96% But Geopolitical Risks Persist

Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) shares are trading lower premarket on Wednesday. The company disclosed plans to invest over $6.5 billion to <a target="_blank" href="https://www.benzinga.com/pressreleases/24/10/n41133324/oracle-to-invest-more-than-us-6-5-billion-in-ai-and-cloud-computing-in-malaysia" rel="noreferrer noopener">open a public cloud region in Malaysia</a>.
The company aims to meet the country&#8217;s growing demand for AI and cloud services.
This new cloud region will allow Oracle&#8217;s customers and partners in Malaysia to access AI infrastructure, services, and migrate critical workloads to Oracle Cloud Infrastructure (OCI).
Oracle plans to open a cloud region in Malaysia, offering over 150 infrastructure and SaaS services to boost the country&#8217;s digital economy and drive AI innovation.
This new cloud region will expand OCI&#8217;s presence in the Asia Pacific to 12 public cloud regions.
YB Senator Tengku Datuk Seri Utama Zafrul Tengku Abdul Aziz, minister of investment, trade and industry&nbsp;(MITI),&nbsp;Malaysia said, &#8220;It is also a significant step towards realising the country&#8217;s New Industrial Master Plan&#8217;s ambitious vision of creating 3,000 smart factories by 2030.&#8221;
Garrett Ilg, executive vice president and general manager,&nbsp;Japan&nbsp;&amp;&nbsp;Asia Pacific, Oracle added, &#8220;Our multi-billion dollar investment affirms our commitment to&nbsp;Malaysia&nbsp;as a regional gateway for cloud infrastructure as well as a comprehensive suite of SaaS applications deployed within&nbsp;Malaysia.&#8221;
Read: <a target="_blank" href="https://www.benzinga.com/top-stories/24/09/40937593/oracle-cloudworld-highlights-ai-driven-tech-services-but-revenue-growth-requires-patience-analyst" rel="noreferrer noopener">Oracle CloudWorld Highlights &#8216;AI-Driven Tech Services,&#8217; But Revenue Growth Requires Patience: Analyst</a>
Notably, IDC FutureScape&#8217;s &#8216;The Infrastructure and Cloud Impact 2024 Predictions&#8217; forecasts Malaysia&#8217;s public cloud services market to grow at a 27.2% CAGR from 2022 to 2027.
Last month, the company announced several new partnerships with various companies, including contracts&nbsp;with Guardian Life, Anduril, and RAFAEL enhancing Oracle&#8217;s cloud and AI capabilities, driving efficiency and innovation.
Investors can gain exposure to Oracle through&nbsp;iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>) and&nbsp;Pacer Funds Pacer Data and Digital Revolution ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRFK#NYSE">TRFK</a>).
Price Action: ORCL shares are down 0.04% at $167.10 premarket at the last check Wednesday.
Photo: Michael Vi/Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/technicals/24/09/41002243/oracle-surges-20-in-september-as-ai-cloud-strategy-flashes-bullish-signals" target="_blank" rel="noreferrer noopener">Oracle Surges 20% In September As AI, Cloud Strategy Flashes Bullish Signals</a></li>
</ul>

Equities

TRFK

Oracle Bets Big: Plans Over $6.5B Cloud Expansion In Malaysia To Fuel AI Innovation

Micron Technology, Inc.&nbsp;proved the doubters and analysts wrong with a Babe Ruth-style homerun earnings report that saw revenues nearly double YoY driven by the artificial intelligence (AI) boom. The irony is that at least three analysts downgraded, trimmed estimates or lowered price targets for Micron ahead of its fiscal fourth-quarter earnings report, sending shares as low as $84.12 on Sept. 12, 2024. MarketBeat analysts thought otherwise, citing the 4 Reasons to Buy the 44% Price Drop and looking to Capitalize on Micron&#39;s 24% Drop.
Micron&#39;s solid AI-driven demand-powered earnings report helped lift the computer and technology sector, driving shares of memory device makers like Western Digital Inc. (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/wdc#NASDAQ">WDC</a>) and Seagate Technology Holdings plc (NASDAQ: <a class="ticker" href="https://www.benzinga.com/stock/stx#NASDAQ">STX</a>) higher.
<h2>Micron Finally Reaps AI Boom Benefits With Strong Q4 Results</h2>
The market had been waiting for Micron to show evidence of benefitting from the AI boom<a href="https://www.marketbeat.com/stock-ideas/is-amd-a-legitimate-threat-to-nvidia-what-investors-should-watch/" rel="noopener" target="_blank">,</a> such as NVIDIA Co.&nbsp;or&nbsp;Oracle Co. (NYSE: <a class="ticker" href="https://www.benzinga.com/stock/orcl#NYSE">ORCL</a>), as&nbsp;illustrated in their earnings blowouts. Yet, prior earnings and guidance were tepid and in line. This prompted many downgrades citing concerns that AI alone couldn&#39;t help slumping spot DRAM prices and inventory glut hurting its non-AI business like PCs and smartphones.
Micron&#39;s fiscal fourth-quarter of 2024 earnings report put all doubts to rest. The company reported EPS of $1.18, beating consensus estimates by 7 cents. Revenues surged 93.3% YoY to $7.75 billion, crushing consensus estimates by over $100 million. Non-GAAP gross margin rose to 36.5%, up from 28.1% sequentially.
<h2>AI and Data Centers Stole the Show </h2>
Robust AI demand fueled the surge in its data center DRAM products and industry-leading high bandwidth memory (HBM) chips, which have already been booked until 2025. However, Micron&#39;s recently announced acquisition of 2 Taiwan factories was meant to boost its capacity for these red-hot chops. HBM chips are tailor-made for AI applications like computer vision, natural language processing (NLP), and computer vision.&nbsp;
Micron Technology CEO Sanjay Mehrotra didn&#39;t downplay his excitement, stating, &quot;We are entering fiscal 2025 with the best competitive positioning in Micron&#39;s history. We forecast record revenue in fiscal Q1 and a substantial revenue record with significantly improved profitability in fiscal 2025.&quot; The company hit record NAND revenue led by data center and SSD sales, which exceeded $1 billion for the first time.
<h2>Micron Ups the Ante and Raises Guidance </h2>
Micron Technology raised its fiscal first-quarter of 2025 EPS to $1.66 to $1.82 versus consensus estimates of $1.52. First-quarter revenues are expected to be between $8.50 billion and $8.90 billion, crushing the $8.27 billion consensus estimates. Non-GAAP margin is expected to be around 39.5% +/- 1%.
Micron Technology EVP Manish Bhatia notes that the demand for traditional servers will continue to grow and improve as IT software deployment continues. Modest unit growth is expected for general server growth. However, AI servers are expected to be robust in 2025 as AI momentum continues. Micron has strengthened its position with HBM growth in AI servers with its high capacity 128 gigabyte DIMMs being used in AI servers for training and inferencing. Both enterprise AI and cloud servers are driving demand.
<h2>MU Stock Completes a Cup Pattern</h2>
A cup pattern forms on a swing-high lip line that falls to a swing-low, forming a rounding bottom that rises back up to retest the cup lip line. From there,&nbsp; a handle may form on a pullback or a continuation above the cup lip line, which acts as a new floor support.
<img alt="Micron MU stock chart" class="aligncenter" src="https://www.marketbeat.com/logos/articles/med_20240926092911_chartq-mu.jpg" style="height:754px; width:915px" />
MU formed its cup lip line around $110.39 and sold off to the $84.91 swing low, and the multiple pre-earnings report analyst downgrades and price cuts. MU rose to the $96.18 level driven by the divergence bottom formed on the daily RSI heading into its fiscal Q4 2024 earnings release.
The solid report triggered a price gap to the $110.58 gap fill level, competing with the cup pattern. MU will either use the cup lip line as a floor support and trend higher or pullback to form a handle, forming a potential cup-and-handle breakout if it successfully surges back up through the cup lip line. RSI rose to the 70-band. Fibonacci (Fib) pullback support levels are at $110.39, $104.48, $98.52, and $89.97.
Micron Technology&#39;s average consensus price target is $146.04, and its highest analyst price target&nbsp;is&nbsp;$225.00. Analysts have given it 25 Buy ratings, one Hold rating, and one Sell rating.
With MU&#39;s large gap following earnings, it&#39;s best not to chase. Bullish investors can buy on pullbacks using cash-secured puts to take advantage of the elevated premiums at the fib pullback support levels to buy the dip and write covered calls to execute a wheel strategy for income in addition to the 0.41% annual dividend yield.
The article &quot;<a href="https://www.marketbeat.com/originals/micron-stock-soars-as-ai-demand-fuels-big-q4-earnings-beat/">Micron Stock Soars as AI Demand Fuels Big Q4 Earnings Beat</a>&quot; first appeared on MarketBeat.

Earnings Beats

Dividends

Downgrades

Micron Stock Soars as AI Demand Fuels Big Q4 Earnings Beat

28 analysts have shared their evaluations of Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) during the recent three months, expressing a mix of bullish and bearish perspectives.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">7</td>
<td style="text-align: right;">13</td>
<td style="text-align: right;">8</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">7</td>
<td style="text-align: right;">11</td>
<td style="text-align: right;">8</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $176.29, along with a high estimate of $202.00 and a low estimate of $140.00. Witnessing a positive shift, the current average has risen by 9.98% from the previous average price target of $160.30.
<img src="https://www.benzinga.com/files/images/story/2024/1727715653_0.png" alt="price target chart" />
<h2>Deciphering Analyst Ratings: An In-Depth Analysis</h2>
The standing of Oracle among financial experts becomes clear with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Mark Moerdler</td>
<td>Bernstein</td>
<td>Raises</td>
<td>Outperform</td>
<td>$202.00</td>
<td>$201.00</td>
</tr>
<tr>
<td>Brent Thill</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$190.00</td>
<td>$170.00</td>
</tr>
<tr>
<td>Mark Murphy</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$140.00</td>
<td>$120.00</td>
</tr>
<tr>
<td>Karl Keirstead</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$200.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Jason Ader</td>
<td>Keybanc</td>
<td>Raises</td>
<td>Overweight</td>
<td>$190.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Brad Sills</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Neutral</td>
<td>$195.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Raimo Lenschow</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$202.00</td>
<td>$172.00</td>
</tr>
<tr>
<td>Derrick Wood</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Buy</td>
<td>$190.00</td>
<td>$180.00</td>
</tr>
<tr>
<td>Patrick Walravens</td>
<td>JMP Securities</td>
<td>Maintains</td>
<td>Market Outperform</td>
<td>$175.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Kirk Materne</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$190.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>John Difucci</td>
<td>Guggenheim</td>
<td>Raises</td>
<td>Buy</td>
<td>$200.00</td>
<td>$185.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$185.00</td>
<td>$175.00</td>
</tr>
<tr>
<td>Tyler Radke</td>
<td>Citigroup</td>
<td>Raises</td>
<td>Neutral</td>
<td>$157.00</td>
<td>$140.00</td>
</tr>
<tr>
<td>Patrick Walravens</td>
<td>JMP Securities</td>
<td>Announces</td>
<td>Market Outperform</td>
<td>$175.00</td>
<td>-</td>
</tr>
<tr>
<td>Brent Thill</td>
<td>Jefferies</td>
<td>Raises</td>
<td>Buy</td>
<td>$170.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Keith Bachman</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$173.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Brad Reback</td>
<td>Stifel</td>
<td>Raises</td>
<td>Hold</td>
<td>$155.00</td>
<td>$135.00</td>
</tr>
<tr>
<td>Jason Ader</td>
<td>Keybanc</td>
<td>Raises</td>
<td>Overweight</td>
<td>$175.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Raimo Lenschow</td>
<td>Barclays</td>
<td>Raises</td>
<td>Overweight</td>
<td>$172.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Gil Luria</td>
<td>DA Davidson</td>
<td>Raises</td>
<td>Neutral</td>
<td>$140.00</td>
<td>$105.00</td>
</tr>
<tr>
<td>Siti Panigrahi</td>
<td>Mizuho</td>
<td>Raises</td>
<td>Outperform</td>
<td>$185.00</td>
<td>$170.00</td>
</tr>
<tr>
<td>Karl Keirstead</td>
<td>UBS</td>
<td>Raises</td>
<td>Buy</td>
<td>$175.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Kirk Materne</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>Outperform</td>
<td>$175.00</td>
<td>$160.00</td>
</tr>
<tr>
<td>Derrick Wood</td>
<td>TD Cowen</td>
<td>Raises</td>
<td>Buy</td>
<td>$180.00</td>
<td>$165.00</td>
</tr>
<tr>
<td>Keith Weiss</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$145.00</td>
<td>$125.00</td>
</tr>
<tr>
<td>Brad Sills</td>
<td>B of A Securities</td>
<td>Raises</td>
<td>Neutral</td>
<td>$175.00</td>
<td>$155.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Raises</td>
<td>Overweight</td>
<td>$175.00</td>
<td>$150.00</td>
</tr>
<tr>
<td>Brent Bracelin</td>
<td>Piper Sandler</td>
<td>Maintains</td>
<td>Overweight</td>
<td>$150.00</td>
<td>$150.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Oracle. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Oracle compared to the broader market.</li>
<li>Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Oracle's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/ORCL/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Oracle analyst ratings.</a>
<h2>All You Need to Know About Oracle</h2>
Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
<h3>Financial Milestones: Oracle's Journey</h3>
Market Capitalization Analysis: Above industry benchmarks, the company's market capitalization emphasizes a noteworthy size, indicative of a strong market presence.
Revenue Growth: Oracle displayed positive results in 3 months. As of 31 August, 2024, the company achieved a solid revenue growth rate of approximately 6.86%. This indicates a notable increase in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Oracle's net margin surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 22.01% net margin, the company effectively manages costs and achieves strong profitability.
Return on Equity (ROE): The company's ROE is a standout performer, exceeding industry averages. With an impressive ROE of 30.01%, the company showcases effective utilization of equity capital.
Return on Assets (ROA): Oracle's ROA stands out, surpassing industry averages. With an impressive ROA of 2.05%, the company demonstrates effective utilization of assets and strong financial performance.
Debt Management: Oracle's debt-to-equity ratio stands notably higher than the industry average, reaching 7.81. This indicates a heavier reliance on borrowed funds, raising concerns about financial leverage.
<h2>Analyst Ratings: Simplified</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
Breaking: Wall Street's Next Big Mover
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Decoding 28 Analyst Evaluations For Oracle

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Needham raised the price target for Zeta Global Holdings Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZETA#NYSE">ZETA</a>) from $33 to $36. Needham analyst Ryan MacDonald maintained a Buy rating. Zeta Global shares fell 0.8% to close at $29.51 on Friday. <a href="https://www.benzinga.com/quote/zeta/analyst-ratings">See how other analysts view this stock.</a></li>
<li>TD Cowen increased the price target for Accenture plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACN#NYSE">ACN</a>) from $321 to $400. TD Cowen analyst Bryan Bergin upgraded the stock from Hold to Buy. Accenture shares fell 1.7% to close at $349.70 on Friday. <a href="https://www.benzinga.com/quote/acn/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Needham raised CarMax, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMX#NYSE">KMX</a>) price target from $87 to $90. Needham analyst Chris Pierce maintained a Buy rating. CarMax shares fell 1.1% to close at $77.32 on Friday. <a href="https://www.benzinga.com/quote/kmx/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley boosted Cadence Bank (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CADE#NYSE">CADE</a>) price target from $36 to $39. Morgan Stanley analyst Manan Gosalia upgraded the stock from Equal-Weight to Overweight. Cadence Bank shares fell 1.1% to close at $31.28 on Friday. <a href="https://www.benzinga.com/quote/cade/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Bernstein raised Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) price target from $201 to $202. Bernstein analyst Mark Moerdler maintained an Outperform rating. Oracle shares gained 0.4% to close at $168.74 on Friday. <a href="https://www.benzinga.com/quote/orcl/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Morgan Stanley raised the price target for U.S. Bancorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USB#NYSE">USB</a>) from $54 to $57. Morgan Stanley analyst Betsy Graseck upgraded the stock from Equal-Weight to Overweight. U.S. Bancorp gained 0.4% to close at $45.48 on Friday. <a href="https://www.benzinga.com/quote/usb/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird raised Walmart Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) price target from $82 to $90. Baird analyst Peter Benedict maintained an Outperform rating. Walmart shares fell 0.2% to close at $79.78 on Friday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Keybanc raised the price target for Constellation Energy Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CEG#NASDAQ">CEG</a>) from $265 to $279. Keybanc analyst Sangita Jain maintained an Overweight rating. Constellation Energy shares gained 0.1% to close at $257.00 on Friday. <a href="https://www.benzinga.com/quote/ceg/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Deutsche Bank boosted Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) price target from $24 to $27. Deutsche Bank analyst Brian Bedell maintained a Buy rating. Robinhood shares gained 6.5% to close at $23.89 on Friday. <a href="https://www.benzinga.com/quote/hood/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird raised Roku, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ROKU#NASDAQ">ROKU</a>) price target from $56 to $75. Baird analyst Vikram Kesavabhotla maintained a Neutral rating. Roku shares gained 1% to close at $74.41 on Friday. <a href="https://www.benzinga.com/quote/roku/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying HOOD stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="463" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30072209/image-233-1024x463.png" alt="" class="wp-image-572152" style="width:613px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30072209/image-233-1024x463.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30072209/image-233-300x136.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30072209/image-233-768x347.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/09/30072209/image-233.png 1393w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>

Pre-Market Outlook

CADE

HOOD

ROKU

ZETA

Robinhood To Rally Over 13%? Here Are 10 Top Analyst Forecasts For Monday

Bernstein analyst Mark Moerdler maintains Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) with a Outperform and raises the price target from $201 to $202.

Bernstein Maintains Outperform on Oracle, Raises Price Target to $202

Semiconductor stocks especially linked to artificial intelligence led by Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), Arm Holdings Plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>), Qualcomm Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) are trading higher Thursday in sympathy with Micron Technology, Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>).
Micron&#8217;s upbeat fourth-quarter performance is pushing the sector higher. AI server company Super Micro Computer, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) has also gained momentum.
On Wednesday, Micron reported quarterly revenue of $7.75 billion, up by 93%, beating the&nbsp;analyst consensus of $7.64 billion. This was driven by <a target="_blank" href="https://www.benzinga.com/news/earnings/24/09/41034733/micron-q4-earnings-revenue-eps-beat-on-robust-ai-demand-company-sees-significantly-improved-profita" rel="noreferrer noopener">a strong ramp</a> of its data center DRAM and high-bandwidth memory products.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/24/09/41032464/new-broadcom-chipsets-set-to-boost-comcast-and-charter-networks-with-over-25-gbps-speed" rel="noreferrer noopener">New Broadcom Chipsets Set to Boost Comcast and Charter Networks With Over 25 Gbps Speed</a>
The upbeat quarterly prints of Nvidia, Broadcom, and Micron bear testimony to the continued AI frenzy as hyperscalers remain invested in their AI endeavors.
Some positive updates bearing testimony to continued AI momentum include Microsoft earmarking $1.3 billion to <a target="_blank" href="https://www.benzinga.com/government/24/09/41020845/microsoft-invests-1-3b-to-boost-ai-skills-and-infrastructure-in-mexico" rel="noreferrer noopener">boost AI infrastructure</a> and skills in Mexico and Taiwan Semiconductor bagging <a target="_blank" href="https://www.benzinga.com/government/24/09/41007184/taiwan-semi-secures-7-5b-boost-for-arizona-expansion-aims-for-advanced-chip-production-report" rel="noreferrer noopener">smartphone chip deals</a> from Alphabet Inc (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>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>).
BofA Securities analyst Justin Post also hailed the latest partnership between rival cloud providers Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), which can unlock demand <a target="_blank" href="https://www.benzinga.com/news/24/09/40800539/amazon-and-oracle-partnership-unlocks-major-cloud-growth-opportunity-analyst-suggests" rel="noreferrer noopener">for infrastructure and applications</a>.
Struggling chipmaker Intel&#8217;s Amazon deal and U.S. grant also <a target="_blank" href="https://www.benzinga.com/news/24/09/40897994/whats-going-on-with-intel-stock-on-tuesday" rel="noreferrer noopener">reflect further optimism</a>.
The semiconductor sector also benefited from the key rate cuts by the U.S. and China, which aim to <a target="_blank" href="https://www.benzinga.com/government/24/09/41004045/whats-going-on-with-chinese-stocks-alibaba-nio-xpeng-li-auto-on-tuesday" rel="noreferrer noopener">spur discretionary spending</a> by capital-intensive companies.
Price Actions: NVDA stock is up 2.51% at $126.62 premarket at last check Thursday. AMD is up 3.10% at $167.04, and INTC is up 3.70% at $24.41.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/government/24/09/41023040/nvidia-xpeng-join-alibabas-apsara-conference-to-showcase-ai-tech-advancements" target="_blank" rel="noreferrer noopener">Nvidia, XPeng Join Alibaba&#8217;s Apsara Conference to Showcase AI Tech Advancements</a></li>
</ul>
Photo via Shutterstock

Movers

AAPL

AVGO

GOOG

What's Going On With Nvidia, Broadcom, Intel, And Other Chip Stocks On Thursday?

<a href="https://www.sec.gov/Archives/edgar/data/1341439/000119312524226101/d832142dfwp.htm">https://www.sec.gov/Archives/edgar/data/1341439/000119312524226101/d832142dfwp.htm</a>
&nbsp;

Offerings

Oracle Corp Files For Offering Of $1.5B 4.200% Notes Due 2029

Deep-pocketed investors have adopted a bullish approach towards Oracle (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ORCL usually suggests something big is about to happen.
We gleaned this information from our observations today when Benzinga's options scanner highlighted 11 extraordinary options activities for Oracle. This level of activity is out of the ordinary.
The general mood among these heavyweight investors is divided, with 45% leaning bullish and 36% bearish. Among these notable options, 2 are puts, totaling $109,250, and 9 are calls, amounting to $394,642.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $120.0 to $210.0 for Oracle over the recent three months. 
<h3>Volume &amp; Open Interest Development</h3>
Looking at the volume and open interest is an insightful way to conduct due diligence on a stock.
This data can help you track the liquidity and interest for Oracle's options for a given strike price.
Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Oracle's whale activity within a strike price range from $120.0 to $210.0 in the last 30 days. 
<h3>Oracle 30-Day Option Volume &amp; Interest Snapshot</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727275598_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 style="text-align: right;">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$2.95</td>
<td>$2.86</td>
<td>$2.86</td>
<td>$210.00</td>
<td>$85.8K</td>
<td>1.1K</td>
<td style="text-align: right;">300</td>
</tr>
<tr>
<td>ORCL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$9.55</td>
<td>$9.5</td>
<td>$9.5</td>
<td>$170.00</td>
<td>$73.1K</td>
<td>542</td>
<td style="text-align: right;">69</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$53.1</td>
<td>$51.1</td>
<td>$52.5</td>
<td>$120.00</td>
<td>$52.5K</td>
<td>477</td>
<td style="text-align: right;">10</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$10.55</td>
<td>$10.4</td>
<td>$10.48</td>
<td>$170.00</td>
<td>$52.4K</td>
<td>2.1K</td>
<td style="text-align: right;">27</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$6.55</td>
<td>$6.4</td>
<td>$6.55</td>
<td>$190.00</td>
<td>$46.5K</td>
<td>2.2K</td>
<td style="text-align: right;">71</td>
</tr>
</tbody>
</table>

<h3>About Oracle</h3>
Oracle provides database technology and enterprise resource planning, or ERP, software to enterprises around the world. Founded in 1977, Oracle pioneered the first commercial SQL-based relational database management system. Today, Oracle has 430,000 customers in 175 countries, supported by its base of 136,000 employees.
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>Current Position of Oracle</h3>
<ul>
<li>With a trading volume of 1,753,177, the price of ORCL is up by 1.3%, reaching $167.96.</li>
<li>Current RSI values indicate that the stock is may be overbought.</li>
<li>Next earnings report is scheduled for 75 days from now.</li>
</ul>
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;utm_source=benzinga-insights">Click here for access</a>.
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Oracle, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

Looking At Oracle's Recent Unusual Options Activity

Oracle Files For Four-part Notes Offering; Size Not Disclosed

Piper Sandler analyst Brent Bracelin upgraded Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) from Neutral to Overweight and raised the <a target="_blank" href="https://www.benzinga.com/quote/CRM/analyst-ratings" rel="noreferrer noopener">price target from&nbsp;$268&nbsp;to&nbsp;$325</a>.
The re-rating reflects a favorable risk-reward given the potential for free cash flow per share to double to $20+ by fiscal 2029 (calendar 2028) from $9.65 in fiscal 2024 (calendar 2023), even if top-line growth remains at subdued levels of 8%-9%.
Bracelin flagged that Salesforce also has the lowest valuation multiple relative to large-cap software peers on an Enterprise Value-to-Sales, Enterprise Value-to-Free Cash Flow, and Price-to-Earnings basis.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/large-cap/24/09/40910569/nvidia-salesforce-announce-strategic-ai-collaboration-what-to-know" rel="noreferrer noopener">NVIDIA, Salesforce Announce Strategic AI Collaboration: What To Know</a>
Discussions last week with the leadership team, partners, and customers gave the analyst confidence that new pricing and packaging could broaden multi-cloud adoption.
The promise of Agentforce powered by the Atlas Reasoning Engine paired with Data Cloud could help stabilize demand and drive a recovery entering calendar 2026 (fiscal 2027).
Bracelin raised estimates using a target EV/FCF of 23x (versus 22x prior) and a 14% discount rate (16% prior).
Bracelin noted that the combination of free multi-cloud options via the new Foundations suite for existing Sales or Service cloud customers and the 52% ARPU uplift to Einstein 1 versus Unlimited could be crucial in sparking a growth recovery from calendar 2025 (fiscal 2026) to calendar 2026 (fiscal 2027).
The analyst flagged that Salesforce has historically provided new platform updates three times per year. However, the pace of AI has changed this cadence, most notably within Data Cloud, where new platform updates are released monthly.
Salesforce chief Marc Benioff and team are operating in &#8220;founder mode&#8221; with the accelerated pace of internal product execution, supported by veteran boomerangs and new management add that bring strong backgrounds from Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) Amazon Web Service, Alphabet Inc (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>), and more Bracelin highlighted.
Years of manual Trailblazer developer work building Flows and Apex Actions have turned into a strategic advantage, according to the analyst. He added that these can be repurposed to provide critical guard rails to power agents via the Atlas Reasoning Engine paired with Data Cloud.
Further margin leverage and buybacks could sustain low double-digit free cash flow growth per share for the next 3-5 years. CRM shares could benefit from earnings and multiple expansions, as per Bracelin.
Bracelin projects third-quarter revenue of $9.34 billion and EPS of $2.43.
Price Action: CRM stock is up 1.35% at $267.67 at the last check on Tuesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/09/40901921/salesforce-unveils-new-agentforce-partner-network-partners-with-google-cloud" target="_blank" rel="noreferrer noopener">Salesforce Unveils New Agentforce Partner Network, Partners With Google Cloud</a></li>
</ul>
Photo via Shutterstock

Upgrades

Salesforce's Free Cash Flow Could Double by 2029 Amid AI Push, Analyst Says While Upgrading Stock

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/27/24</td>
<td>$120.00</td>
<td>$61.8K</td>
<td>117.4K</td>
<td>228.1K</td>
</tr>
<tr>
<td>AAPL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/27/24</td>
<td>$227.50</td>
<td>$75.6K</td>
<td>12.7K</td>
<td>26.0K</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$54.00</td>
<td>$154.0K</td>
<td>80</td>
<td>8.6K</td>
</tr>
<tr>
<td>WULF</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/18/24</td>
<td>$5.50</td>
<td>$29.3K</td>
<td>2.6K</td>
<td>7.2K</td>
</tr>
<tr>
<td>INTC</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$23.00</td>
<td>$38.5K</td>
<td>45.7K</td>
<td>6.7K</td>
</tr>
<tr>
<td>ORCL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>10/18/24</td>
<td>$180.00</td>
<td>$54.0K</td>
<td>5.8K</td>
<td>5.2K</td>
</tr>
<tr>
<td>MSTR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>10/04/24</td>
<td>$150.00</td>
<td>$445.8K</td>
<td>1.5K</td>
<td>3.7K</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>12/20/24</td>
<td>$180.00</td>
<td>$39.0K</td>
<td>2.6K</td>
<td>3.5K</td>
</tr>
<tr>
<td>U</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$17.00</td>
<td>$41.9K</td>
<td>5.4K</td>
<td>3.5K</td>
</tr>
<tr>
<td>MSFT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$425.00</td>
<td>$35.9K</td>
<td>2.7K</td>
<td>1.7K</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we notice a call option sweep that happens to be bullish, expiring in 3 day(s) on September 27, 2024. This event was a transfer of 206 contract(s) at a $120.00 strike. This particular call needed to be split into 36 different trades to become filled. The total cost received by the writing party (or parties) was $61.8K, with a price of $300.0 per contract. There were 117424 open contracts at this strike prior to today, and today 228149 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a call option sweep that happens to be bearish, expiring in 3 day(s) on September 27, 2024. This event was a transfer of 400 contract(s) at a $227.50 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $75.6K, with a price of $189.0 per contract. There were 12774 open contracts at this strike prior to today, and today 26097 contract(s) were bought and sold. 
• Regarding CSCO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), we observe a call option trade with bearish sentiment. It expires in 24 day(s) on October 18, 2024. Parties traded 7000 contract(s) at a $54.00 strike. The total cost received by the writing party (or parties) was $154.0K, with a price of $22.0 per contract. There were 80 open contracts at this strike prior to today, and today 8636 contract(s) were bought and sold. 
• For WULF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WULF#NASDAQ">WULF</a>), we notice a call option sweep that happens to be bullish, expiring in 24 day(s) on October 18, 2024. This event was a transfer of 588 contract(s) at a $5.50 strike. This particular call needed to be split into 28 different trades to become filled. The total cost received by the writing party (or parties) was $29.3K, with a price of $50.0 per contract. There were 2613 open contracts at this strike prior to today, and today 7229 contract(s) were bought and sold. 
• For INTC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), we notice a call option sweep that happens to be bearish, expiring in 24 day(s) on October 18, 2024. This event was a transfer of 301 contract(s) at a $23.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $38.5K, with a price of $128.0 per contract. There were 45768 open contracts at this strike prior to today, and today 6733 contract(s) were bought and sold. 
• For ORCL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), we notice a call option sweep that happens to be bearish, expiring in 24 day(s) on October 18, 2024. This event was a transfer of 2000 contract(s) at a $180.00 strike. This particular call needed to be split into 51 different trades to become filled. The total cost received by the writing party (or parties) was $54.0K, with a price of $27.0 per contract. There were 5889 open contracts at this strike prior to today, and today 5272 contract(s) were bought and sold. 
• For MSTR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSTR#NASDAQ">MSTR</a>), we notice a call option sweep that happens to be bullish, expiring in 10 day(s) on October 4, 2024. This event was a transfer of 572 contract(s) at a $150.00 strike. This particular call needed to be split into 25 different trades to become filled. The total cost received by the writing party (or parties) was $445.8K, with a price of $780.0 per contract. There were 1552 open contracts at this strike prior to today, and today 3725 contract(s) were bought and sold. 
• Regarding TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we observe a call option trade with bearish sentiment. It expires in 87 day(s) on December 20, 2024. Parties traded 26 contract(s) at a $180.00 strike. The total cost received by the writing party (or parties) was $39.0K, with a price of $1500.0 per contract. There were 2601 open contracts at this strike prior to today, and today 3586 contract(s) were bought and sold. 
• For U (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/U#NYSE">U</a>), we notice a put option sweep that happens to be bullish, expiring in 52 day(s) on November 15, 2024. This event was a transfer of 747 contract(s) at a $17.00 strike. This particular put needed to be split into 20 different trades to become filled. The total cost received by the writing party (or parties) was $41.9K, with a price of $56.0 per contract. There were 5481 open contracts at this strike prior to today, and today 3514 contract(s) were bought and sold. 
• For MSFT (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), we notice a put option sweep that happens to be bearish, expiring in 52 day(s) on November 15, 2024. This event was a transfer of 29 contract(s) at a $425.00 strike. This particular put needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $35.9K, with a price of $1240.0 per contract. There were 2716 open contracts at this strike prior to today, and today 1721 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

CSCO

WULF

Oracle Corporation ($ORCL) has unveiled plans to invest over $6.5 billion to establish its first public cloud region in Malaysia, marking a signifi...

Oracle's (ORCL) $6.5B Commitment to Cloud in Malaysia

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Amazon (AMZN) performed very well in the last quarter with strategic partnerships, the introduction of new capabilities, and strong sales growth. Also, looking ahead, the company's prospects are bright, with the upcoming holiday season likely to spike consumer spending. So, let's determine whether Amazon is an ideal addition to your portfolio. Read more to find out... Amazon.com, Inc. (<a href="https://stocknews.com/stock/AMZN/">AMZN</a>) engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores.
Ahead of the holiday season, AMZN introduced various initiatives, including Business Prime Rewards and a significant discount to Business Prime Essentials membership, which will exclusively benefit Business Prime members. Also, the company's Prime Big Deal Days sale will open on October 8 - 9, where Prime Members will have exclusive access to millions of early holiday deals.
During the second quarter, Amazon entered into a strategic partnership with Intel Corporation to advance U.S.-based chip manufacturing. The coe 4vmpany also collaborated with Oracle Corporation for the launch of a new service, Oracle Database@AWS, enabling customers to access Oracle Autonomous Database.
Also, buy with Prime and Amazon multi-channel fulfillment recently expanded with its new capabilities and more brands. These new capabilities are part of AMZN's focus on innovating in order to help businesses of all sizes increase their sales on their own online stores and other channels beyond Amazon.com.
The company reported its second-quarter results, where its AWS segment sales rose 18.7% year-over-year to $26.28 billion, and its total net sales were $147.98 billion.
Buoyed by the company's last quarter performance, AMZN has provided the following guidance for the fiscal 2024 third quarter. It expects net sales between $154 billion and $158.50 billion. The company's operating income is expected to be between $11.50 billion and $15 billion.
Shares of AMZN have surged 4.2% over the past month and 43% over the past year to close its last trading session at $185.13.
Let's look at factors that could influence AMZN's performance in the upcoming months.
Positive Recent Developments
On September 16, AMZN's Amazon Web Services. Inc. (AWS) and Intel Corporation (<a href="https://stocknews.com/stock/INTC/">INTC</a>) announced a co-investment to help advance U.S.-based chip manufacturing through a multi-year, multi-billion-dollar arrangement encompassing products and wafers from Intel. Through INTC's state-of-the-art technology, AWS will enhance its performance and efficiency.
The collaboration marked a significant expansion of the two companies' longstanding alliance to help customers power virtually any workload and accelerate the performance of artificial intelligence (AI) applications.
On September 9, AWS entered into a strategic partnership with Oracle Corporation (<a href="https://stocknews.com/stock/ORCL/">ORCL</a>) to launch Oracle Database@AWS, a new service enabling customers to access Oracle Autonomous Database on dedicated infrastructure and Oracle Exadata Database Service within AWS.
By integrating ORCL's services, AWS can enhance its cloud infrastructure, attracting more customers seeking robust database solutions. This further strengthens AMZN's position in the cloud market, driving growth and broadening its service capabilities.
Robust Financials
AMZN's total net sales increased 10.1% year-over-year to $147.98 billion during the second quarter that ended June 30, 2024. Its operating income grew 91% from the year-ago value to $14.67 billion. The company's income before income taxes of $15.24 billion reflects a growth of 101.6% from the prior-year quarter.
In addition, the company's net income and EPS came in at $13.48 billion and $1.26, indicating increases of 99.8% and 93.8% from the prior year's quarter, respectively. Its free cash flow was $52.97 million for the quarter, up from $7.88 billion during the prior year's quarter.
Also, as of June 30, 2024, the company's total assets stood at $554.82 billion, compared to $527.85 billion as of December 31, 2023.
Solid Historical Growth
AMZN's revenue and EBITDA have grown at respective CAGRs of 10.9% and 20.6% over the past three years. The company's EBIT has increased at a CAGR of 22.4% over the same timeframe, while its net income and EPS have improved at CAGRs of 14.7% and 13.3%, respectively.
Also, the company's tangible book value and total assets have grown at CAGRs of 29% and 15.5% over the past three years, respectively.
Favorable Analyst Estimates
Analysts expect AMZN's revenue for the third quarter (ended September 2024) to increase 9.9% year-over-year to $157.18 billion. The consensus EPS estimate of $1.13 for the same quarter indicates a 20.6% year-over-year improvement. Moreover, AMZN has an impressive earnings surprise history, having topped consensus EPS estimates in each of the trailing four quarters.
For the fiscal year ending December 2024, the company's revenue and EPS are expected to grow 10.5% and 63% year-over-year to $635.38 billion and $4.73, respectively. Also, Street expects its revenue and EPS for the fiscal year 2025 to increase 10.8% and 22.5% year-over-year to $704.27 billion and $5.79, respectively.
High Profitability
AMZN's trailing-12-month EBIT margin of 9% is 13.7% higher than the industry average of 7.91%. Its trailing-12-month net income margin of 7.35% is 60.3% higher than the industry average of 4.59%. Similarly, its trailing-12-month <a href="https://www.investopedia.com/terms/g/gross_profit_margin.asp">gross profit margin</a> of 48.04% is considerably higher than the industry average of 37.13%.
Furthermore, the stock's trailing-12-month ROCE, ROTC, and ROTA of 21.93%, 9.22%, and 8.01% are favorable, compared to the industry averages of 11.26%, 6.17%, and 4.06%, respectively. AMZN's trailing-12-month Leveraged FCF margin of 9.79% is significantly above the 5.10% industry average.
POWR Ratings Reflect Promise
AMZN's solid fundamentals are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The stock has an overall rating of B, translating to a Buy in our proprietary system. The POWR Ratings are calculated by considering 118 different factors, with each factor weighted to an optimal degree.
Our proprietary rating system also evaluates each stock based on eight distinct categories. AMZN has an A grade for Sentiment, in sync with its favorable analyst estimates.
In addition, the stock has a B grade for Quality, consistent with its higher-than-industry profitability. It also has a B grade for Momentum,
AMZN is ranked #14 in the 52-stock A-rated <a href="https://stocknews.com/category/internet/">Internet</a> industry.
Beyond what I have stated above, we have also given AMZN grades for Value, Growth, and Stability. Get access to all the AMZN Ratings <a href="https://stocknews.com/stock/AMZN/">here</a>.
Bottom Line
Amazon is a well-known multinational company operating as a retail seller of consumer products. The company's strong industry footing worldwide, strategic collaborations, and solid financial performance position it for bright long-term prospects.
Further, as the holiday season nears, the company is all set to benefit from rising consumer spending. Amazon is welcoming the holidays with attractive initiatives and offers that will benefit different sections of its customers.
Given AMZN's solid financials, accelerating profitability, and promising growth outlook, this stock could be an ideal buy now.
How Does Amazon.com, Inc. (AMZN) Stack Up Against Its Peers?
While AMZN has an overall POWR Rating of B, investors could also check out these other stocks within the A-rated <a href="https://stocknews.com/category/internet/">Internet</a> industry with A (Strong Buy) or B (Buy) ratings: Meituan ADR (<a href="https://stocknews.com/stock/MPNGY/">MPNGY</a>), Expedia Group Inc. (<a href="https://stocknews.com/stock/EXPE/">EXPE</a>), and Fiverr International Ltd. (<a href="https://stocknews.com/stock/FVRR/">FVRR</a>).
For exploring more A and B-rated internet stocks, <a href="https://stocknews.com/category/internet/">click here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

<hr />
AMZN shares were trading at $185.33 per share on Wednesday afternoon, up $0.20 (+0.11%). Year-to-date, AMZN has gained 21.98%, versus a 20.91% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Rjkumari Saxena</h2> <img src='https:/wp-content/uploads/2024/04/Rajkumari-Saxena_Image-1.jpeg' style="float:left; padding:5px;width:125px;">Rajkumari started her career as a writer but gradually shifted her focus to financial journalism, leveraging her educational background in Commerce. Fascinated by the interplay of business and economic shifts in equities, she aspires to evolve as an analyst. With a knack for simplifying complex financial concepts, her mission is to empower investors with insights that lead to profitable decisions.<a href="https://stocknews.com/authors/?author=rajkumari-saxena">More...</a>The post <a href=https://stocknews.com/news/amzn-mpngy-expe-fvrr-orcl-intc-should-you-buy-amazon-now-ahead-of-the-holiday-season/>Should You Buy Amazon Now, Ahead of the Holiday Season Surge?</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

Should You Buy Amazon Now, Ahead of the Holiday Season Surge?

The consumer goods sector is flourishing, with positive economic indicators and solid wage gains. As consumer spending rebounds, quality consumer stocks Amazon.com (AMZN), Lowe's Companies (LOW), and The TJX Companies (TJX) could be ideal buys now. Keep reading… As consumer spending rebounds, consumer stocks offer promising investment opportunities. The industry represents companies that provide non-essential goods and services, such as home improvement, fashion, and consumer products, which tend to perform well when consumer confidence and spending are high.
Given this backdrop, it could be wise to invest in fundamentally strong consumer stocks  Amazon.com, Inc. (<a href="https://stocknews.com/stock/AMZN/">AMZN</a>), Lowe's Companies, Inc. (<a href="https://stocknews.com/stock/LOW/">LOW</a>), and The TJX Companies, Inc. (<a href="https://stocknews.com/stock/TJX/">TJX</a>).
Consumers boosted spending in August, propelling the economy's growth prospects for the third quarter. The Commerce Department reported that <a href="https://www.reuters.com/markets/us/us-consumer-spending-rises-moderately-august-inflation-slows-2024-09-27/">consumer spending rose 0.2%</a>.
Unemployment also ticked down in August, with a <a href="https://www.marketplace.org/2024/09/06/august-jobs-report-is-mixed-but-a-pleasant-surprise-on-wages/">0.4% month-to-month growth in wages</a>. This was better than what the economists were expecting and was bigger than the wage growth in July. This can be an indication of a further increase in consumer spending.
Additionally, with the hopes of <a href="https://www.reuters.com/markets/us/traders-bet-second-straight-50-bps-fed-rate-cut-november-2024-09-27/">another 50-point interest rate cut</a> by the Fed, right after the historic cut this month, it could also boost the economy and its consumer spending further alongside easing inflation over the year.
Considering these encouraging economic trends, let's delve deeper into the fundamentals of top consumer stocks.
Amazon.com, Inc. (<a href="https://stocknews.com/stock/AMZN/">AMZN</a>)
AMZN specializes in retail sales, advertising, and subscription services through online and physical stores. The company also manufactures and sells electronics like Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and Eero and develops media content. Its segments include North America; International; and Amazon Web Services (AWS).
On September 16, AWS announced a strategic collaboration with Intel Corporation (<a href="https://stocknews.com/stock/INTC/">INTC</a>) to co-invest in custom chip designs under a multi-year, multi-billion-dollar framework. INTC will produce an AI fabric chip for AWS using its most advanced process node, Intel 18A.
By leveraging INTC's state-of-the-art technology, AWS would enhance its performance and efficiency, positioning AMZN at the forefront of innovation.
On September 9, AWS announced a strategic partnership with Oracle Corporation (<a href="https://stocknews.com/stock/ORCL/">ORCL</a>) to launch Oracle Database@AWS. This new service allows customers to access Oracle Autonomous Database on dedicated infrastructure and Oracle Exadata Database Service within AWS.
By integrating ORCL's services, AWS can enhance its cloud infrastructure, attracting more customers seeking robust database solutions. This strengthens AMZN's position in the cloud market, driving growth and broadening its service capabilities.
For the fiscal 2024 second quarter, which ended on June 30, AMZN's total net sales increased 10.1% year-over-year to $147.98 billion. Its <a href="https://www.investopedia.com/terms/o/operatingincome.asp">operating income</a> rose 91% from the year-ago value to $14.67 billion.
Additionally, the company's net income amounted to $13.48 billion, representing a year-over-year increase of 99.8%. Meanwhile, AMZN's EPS for the quarter grew 93.8% from the previous year's quarter to $1.26.
Analysts expect AMZN's revenue and EPS for the fiscal third quarter (ending September 2024) to increase 9.9% and 20.6% year-over-year to $157.18 billion and $1.13, respectively. In addition, the company topped the consensus EPS estimates in each of the trailing four quarters.
Shares of AMZN have surged 4.5% over the past six months and 49.2% over the past year to close the last trading session at $187.97.
AMZN's bright prospects are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
AMZN has an A grade for Sentiment and a B grade for Momentum and Quality. Within the B-rated <a href="https://stocknews.com/category/internet/">Internet</a> industry, it is ranked #13 out of 52 stocks.
<a href="https://stocknews.com/stock/AMZN/">Click here</a> to see AMZN's ratings for Growth, Value, and Stability.
Lowe's Companies, Inc. (<a href="https://stocknews.com/stock/LOW/">LOW</a>)
LOW operates as a home improvement retailer. It provides a line of products for construction, maintenance, repair, remodeling, and decorating. It also offers home improvement products, like appliances, seasonal and outdoor living, lawn and garden.
On June 3, LOW became the first home improvement retailer to offer customers an in-store, Apple Vision Pro-powered experience. With the technology, customers can try Lowe's Style Studio&#x2122; for Apple Vision Pro firsthand, enabling them to envision and design their dream kitchens using spatial computing and the help of a Lowe's associate.
This breakthrough launch bodes well with LOW's operations that immerse users in a high-fidelity 3D kitchen environment and enable them to explore, imagine, and bring their unique project to life in minutes.
During the fiscal second quarter that ended August 2, 2024, LOW reported net sales of $23.59 billion, and its operating income was $3.45 billion. The company's net earnings and EPS were $2.38 billion and $4.17, respectively. Further, the company's cash and cash equivalents stood at $4.36 billion as of August 2, 2024, compared to $3.49 billion as of August 4, 2023.
Street expects LOW's revenue for the fiscal year ending January 2026 to increase 2.32% year-over-year to $84.85 billion. Its EPS for the same period is expected to grow 7.7% year-over-year to $12.71. Also, the company has topped the consensus EPS estimates in each of the four trailing quarters, which is impressive.
Shares of LOW have surged 5.5% over the past six months and 29.1% over the past year to close the last trading session at $267.14.
LOW's solid fundamentals are reflected in its POWR Ratings. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
LOW has a B grade for Quality. It is ranked #20 out of 57 stocks in the B-rated <a href="https://stocknews.com/category/home-improvement-goods/">Home Improvement &amp; Goods</a> industry.
In addition to the POWR Ratings we've stated above, we also have LOW's ratings for Momentum, Sentiment, Value, Stability, and Growth. Get all LOW ratings <a href="https://stocknews.com/stock/LOW/">here</a>.
The TJX Companies, Inc. (<a href="https://stocknews.com/stock/TJX/">TJX</a>)
TJX operates as an off-price apparel and home fashion retailer in the United States, Canada, Europe, and Australia. It operates through four segments: Marmaxx; HomeGoods; TJX Canada; and TJX International.
On June 7, 2024, TJX announced a definitive agreement for a joint venture with Grupo Axo, S.A.P.I. de C.V., under which TJX would own 49% and Axo would own 51% of the joint venture. The joint venture would comprise Axo's off-price physical store business in Mexico, which includes a total of over 200 stores. The transaction is expected to close later this year.
TJX's net sales for the fiscal second quarter that ended August 3, 2024, amounted to $13.47 billion. The company's net income and earnings per share stood at $1.10 billion and $0.96, respectively.
The consensus revenue estimate of $13.98 billion for the fiscal third quarter ending October 2024 represents a 5.4% increase year-over-year. Its EPS is expected to grow 6.7% year-over-year to $1.10 for the same quarter. Moreover, the company surpassed the consensus revenue and EPS estimates in each of the trailing four quarters.
Over the past six months, TJX's stock has gained 16.2% to close the last trading session at $117.50.
TJX's POWR Ratings reflect its solid prospects. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system.
TJX has a B grade for Momentum, Stability, Sentiment, and Quality. Within the <a href="https://stocknews.com/category/fashion-luxury/">Fashion &amp; Luxury</a> industry, it is ranked #13 out of 59 stocks.
To see TJX's additional ratings for Growth and Value, <a href="https://stocknews.com/stock/TJX/">click here</a>.
What To Do Next?
43 year investment veteran, Steve Reitmeister, has just released his 2024 market outlook along with trading plan and top 11 picks for the year ahead.
<a href="https://report.stocknews.com/sign-up/stock-market-outlook-2024/?formplacement=artbotad_smo24_rep">2024 Stock Market Outlook &gt;</a>

<hr />
AMZN shares were trading at $185.66 per share on Monday afternoon, down $2.31 (-1.23%). Year-to-date, AMZN has gained 22.19%, versus a 21.27% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Anushka Dutta</h2> <img src='https:/wp-content/uploads/2021/08/Anushka-Dutta_Headshot_3.jpg' style="float:left; padding:5px;width:125px;">Anushka is an analyst whose interest in understanding the impact of broader economic changes on financial markets motivated her to pursue a career in investment research.<a href="https://stocknews.com/authors/?author=anushka-dutta">More...</a>The post <a href=https://stocknews.com/news/amzn-low-tjx-orcl-intc-3-consumer-stocks-to-buy-as-spending-rebounds/>3 Consumer Stocks to Buy as Spending Rebounds</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

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