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Dimensional US High Profitability ETF
DUHP.US
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Looking ahead to 2026: why hyperscalers can’t slow spending without losing the AI war

The AI revolution has led major cloud providers like Amazon, Microsoft, Google, and Meta to invest over $400 billion annually in AI infrastructure. This spending surge has reshaped markets and created new vendor dynamics. As 2026 approaches, these companies face a dilemma: continue high spending and risk profitability if AI adoption lags, or cut back and lose the competitive edge. Analysts project hyperscalers' capex to reach $600 billion in 2026. The central risk is whether this investment will translate into sustainable revenue growth, with end-user demand still uncertain.

Invezz·
US
META
+0.39%
US
GOOG
0.00%
US
GOOGL
-0.08%
Invezz·
US
META
+0.39%
US
GOOG
0.00%
US
GOOGL
-0.08%

Stephens Consulting LLC Decreases Stake in Oracle Corporation $ORCL

Stephens Consulting LLC significantly reduced its stake in Oracle Corporation by 92.7% in Q3, now holding 228 shares worth $64,000. Other institutional investors like Swiss National Bank and Patton Fund Management Inc. increased their holdings. Oracle's stock opened at $197.24, with a 12-month range of $118.86 to $345.72. The company reported strong quarterly earnings, surpassing analyst expectations, and announced a $0.50 quarterly dividend. Recent insider sales were also disclosed.

Market Beat·
US
ORCL
+1.10%
Market Beat·
US
ORCL
+1.10%

Tritonpoint Wealth LLC Sells 11,389 Shares of Oracle Corporation $ORCL

Tritonpoint Wealth LLC reduced its Oracle Corporation holdings by 25.5% in Q3, selling 11,389 shares, now holding 33,298 shares valued at $9,365,000. Other institutional investors also adjusted their Oracle positions. Oracle's recent news includes positive sentiment on its cloud strategy and AI positioning, but concerns over insider selling and TikTok JV control. Analysts have mixed ratings, with some forecasting growth and others expressing caution over valuation and macroeconomic risks.

Market Beat·
US
ORCL
+1.10%
Market Beat·
US
ORCL
+1.10%

Eli Lilly Makes License Deal Payment, Equity Investment in South Korean Biotech ABL Bio

Eli Lilly Makes License Deal Payment, Equity Investment in South Korean Biotech ABL Bio

marketscreener·
US
LLY
+0.50%
marketscreener·
US
LLY
+0.50%

Nvidia's Latest AI Deal Gets a Nod from Wall Street. Top Analysts Weigh In

Nvidia announced a licensing deal with AI startup Groq, allowing access to Groq's AI inference technology. Analysts from BofA and Robert W. Baird reaffirmed their positive outlook on Nvidia, highlighting the deal's alignment with Nvidia's AI strategy. The deal, potentially worth $20 billion, involves Groq CEO Jonathan Ross joining Nvidia. Analysts noted Nvidia's software strength and the shift in AI demand towards inference. Wall Street maintains a Strong Buy consensus on NVDA stock, with a price target suggesting a 39.8% upside.

Tip Ranks·
US
NVDA
-0.32%
US
NVDL
-0.57%
HK
07788
+5.38%
Tip Ranks·
US
NVDA
-0.32%
US
NVDL
-0.57%
HK
07788
+5.38%
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