Natixis Loomis Sayles Focused Growth ETF(LSGR.US)

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Natixis Loomis Sayles Focused Growth ETF
LSGR.US
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Global Electric Vehicle Leader: BYD Surpasses Tesla

2025: - BYD: 2.25 million electric vehicles - Tesla: 1.64 million electric vehicles Tesla's sales decreased by 9% year-on-year, while BYD's sales increased by 28%. For the first time in electric vehicle history, BYD surpassed Tesla

Wallstreetcn·
Wallstreetcn·

Meta Signs Nuclear Energy Deals To Power AI Supercluster

Meta has signed landmark agreements with energy leaders to power its operations through nuclear energy, enhancing the reliability of the electric grid and supporting job growth in American communities. This makes Meta one of the largest corporate purchasers of nuclear energy in U.S. history. Meanwhile, AI startup xAI, founded by Elon Musk, reported a net loss of $1.46 billion for the September quarter, indicating significant cash burn. Additionally, Wells Fargo has lowered CoreWeave's price target but maintains an Overweight rating, emphasizing the importance of AI in future performance.

Talkmarkets·
US
META
+1.08%
Talkmarkets·
US
META
+1.08%

The AI Surge in Oracle Strikes the Wall of Profit-Taking

Oracle Corporation shares fell 4.6% following its Q2 fiscal 2026 earnings announcement, despite beating EPS estimates with a 54% year-over-year growth. Revenue rose 14% to $16.1 billion, driven by a 68% increase in cloud infrastructure. Analysts project revenue growth of 16-18% for Q3, but non-GAAP EPS guidance is below market expectations. Oracle's capital expenditure plan has increased to $50 billion, raising concerns over debt and cash burn. Analysts remain cautious, though some see potential in Oracle's AI positioning and cloud partnerships.

TECHi·
US
ORCL
+4.95%
TECHi·
US
ORCL
+4.95%

Burry explains why Oracle is on his short list

Mike Burry has revealed he is holding put options on Oracle, betting against the tech giant due to concerns over its cloud investments and significant debt, which now totals $95 billion. He has also shorted Oracle stock directly, criticizing its AI push as reckless. Despite initial investor enthusiasm, Oracle's stock has fallen 40% from its September peak. Additionally, Oracle is undergoing leadership changes, with new executives tasked with accelerating data center rollouts. Burry is cautious about shorting major companies like Meta and Microsoft, viewing them as more stable than Oracle.

Cryptopolitan·
US
ORCL
+4.95%
Cryptopolitan·
US
ORCL
+4.95%

Big short Burry shorts Oracle: dislikes its positioning and financing

Famous investor Michael Burry disclosed through Substack that he holds put options on Oracle and has shorted the company over the past six months. He criticized Oracle's strategic positioning and aggressive investments, believing it is engaging in unnecessary heavy asset expansion in an attempt to compete with cloud giants. Burry pointed out that Oracle lacks the safety net of other tech giants and is a fragile "pure AI bubble vehicle." He believes that Oracle's stock price is highly dependent on a single narrative of "surging demand for AI cloud services."

Wallstreetcn·
US
ORCL
+4.95%
Wallstreetcn·
US
ORCL
+4.95%
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