Application Software

SAP AG-Sponsored

Oracle

Appraisal value

ORCL

ORCL-D

CRWV

Per Dolphin Research's prior note on Oracle, our core takeaway is that Oracle is essentially a scaled-up CoreWeave. The bull case hinges on explosive AI compute demand that could lift its compute-rental revenue by 10x or more.The key risk is the mismatch between uncertain AI demand and fixed upfront capex and leverage, which could lead to sizable credit losses if the AI cycle unwinds. Overall, visibility is limited...

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Coreweave

ORCL: Big Bet on AI Compute — Are the Odds Good Enough?

Conference Minutes

NVDA

GOOG

GOOGL

9984

SFTBY

SOBKY

QCOM

GGLS

GGLL

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

Below is Dolphin Research's ARM FY2026 Q3 earnings call Trans. For our detailed read-through, see 'ARM: AI tailwinds intact, but smartphones are the current drag?'.Key takeaways: 1) Next-quarter guide: revenue of $1.42-1.52bn (mid-point +18% YoY). Within that, licensing is expected to grow at a high double-digit pace (~20% YoY); royalties are guided to low double-digit growth (11-13% YoY).Memory supply is not the main swing factor. The outlook is driven more by seasonality and a tough comp vs. last year...

MediaTek

NVIDIA

Alphabet - C

Alphabet

SoftBank Group Corp.

SoftBank

Qualcomm

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

ARM (Trans): Handset exposure limited; FY2027 to sustain 20% growth

Deep Research

OpenAI

DXYZ

MSFT

Previously, Dolphin Research profiled CoreWeave, an emerging AI-era 'new cloud' leader, as an entry point into the U.S. IaaS space. This time we turn to a more pivotal player — $Oracle(ORCL.US), one of OpenAI's primary partners. As the first note in our coverage, Dolphin Research will focus on two questions. 1) A high-level review of the company's history, tracing how a 50+ year incumbent evolved into a new force in cloud services; 2) A clear breakdown of its business and revenue mix...

Destiny Tech100

Microsoft

Sunoco LP

ORCL: Picking up scraps, leaning on deep‑pocketed patrons—fighting to survive?

Today’s Key News Recap

INTC

02150

01364

AVGO

02097

04335

1010 | Dolphin Research Key Focus: 🐬 Macro/Industry 1. Amid overall market volatility, the tea beverage sector rose against the trend today, primarily due to the overlap of the Mid-Autumn Festival and National Day in 2025. Holiday travel and gathering scenarios have significantly boosted customer traffic in new tea beverage stores, raising market expectations for short-term revenue recovery of brands. Nayuki, Gu Ming, and Mixue all saw increases today. 🐬 Individual Stocks 1. $Intel(INTC.US) Intel disclosed details of the Panther Lake architecture for the first time, confirming the use of RibbonFET transistors and backside power delivery design, with mass production expected in the second half of 2026...

Salesforce

Intel

NAYUKI

GUMING

Broadcom

MIXUE GROUP

INTEL-T

Tea Stocks Rise Against Trend; SoftBank Said to Pledge Arm for $500M OpenAI Investment | Today's Important News Recap

SAP Announces Launch of New Sustainability AI Agent by End of 2026 to Boost Efficiency

SAP Market Cap Slumps 175B, Bank of America Maintains Buy Rating on AI and Cloud Outlook

TD Cowen Analyst Maintains Buy Rating on SAP AG

SAP Launches New AI Tool SAP Business AI

SAP Launches AI Agents and Assistants for Customer Experience

SAP Makes Strategic Investment in n8n and Plans to Integrate AI Platform into Joule Studio

SAP SE Unveils 'Intelligent Enterprise' Strategy at Sapphire Event

SAP's Policy of Restricting AI from Accessing APIs Raises Controversy

SAP Collaborates with Cyberwave to Implement Autonomous AI Robots to Enhance Warehouse Throughput

Protera Launches TeraAI for SAP Modernization

Reply Participates in SAP Sapphire to Showcase SAP Business Suite Expertise

SAP Completes Acquisition of Reltio

SAP Invests Over 1 Billion USD in Artificial Intelligence Acquisitions to Strengthen Position in Corporate Data Market

SAP SE Shareholders Approve 2025 Fiscal Year Retained Earnings Distribution

Fresenius and SAP Invest in Avelios Medical

SAP plans to extend AI access to customers not using cloud services

SAP SE Takes Action to Block Unauthorized AI Agents

SAP SE plans to acquire Prior Labs for over 1 billion euros

SAP Acquires Dremio to Integrate Data for Empowering AI Entities

Davis Selected Advisers and Sound Income Strategies Increase SAP SE Shares and Dividend

NextNRG

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

InMed Pharmaceuticals

Amesite

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Meiwu Tech

CN Energy

MetaVia

Generation Income Properties

Co-Diagnostics

Pinned News

置顶新闻

14:11 ETHR Path stärkt seine Präsenz in Lateinamerika mit der Akquisition von TEC360 People

SAP SE (SAP SE.US) Q4 2025 performance and full-year financial results

SAP SE (SAP SE.US) Q3 2025 Earnings Conference Call

SAP SE (SAP SE.US) Q2 and Half-Year Earnings Conference Call 2025

SAP SE (SAP SE.US) Q1 2025 Earnings Conference Call

SAP SE (SAP SE.US) Q4 2024 Earnings Conference Call

SAP SE (SAP SE.US) 2024 Third Quarter Earnings Conference Call

HR Path, a global leader in HR consulting and HRIS solutions, has announced the strategic acquisition of TEC360 People, a Mexico-based company specializing in HR technology and talent solutions. This acquisition enhances HR Path's presence in Latin America and strengthens its capabilities in HR transformation. TEC360 People is known for its expertise in Cornerstone and SAP Incentive Management, complementing HR Path's global competencies. The merger aims to provide greater value to clients and open new opportunities for growth.

prnewswire

SAP SE

SQNS

European equities traded in the US as American depositary receipts fell 0.3% to 1,824.16 on the S&P Europe Select ADR Index. Notable gainers included SAP (+5.3%) and Criteo (+3.6%), while Sequans Communications (-3.5%) and Nokia (-2.7%) were among the decliners. In the UK, Akari Therapeutics (+4.9%) and NuCana (+3.5%) rose, while Autolus Therapeutics (-8%) led the declines.

fidelity

Sequans Comm 

Nokia Oyj

European Equities Traded in the US as American Depositary Receipts Trend Lower in Tuesday Trading

SAP pre-market up 4.93%; Yimutian pre-market down 4.65%; Amesite pre-market up 235.73%; Meitu Technology pre-market up 121.16%; MetaVia pre-market up 60.23%

Price Alert

Yimutian

Popular pre-market trades in US stocks: SAP pre-market up 4.93%; Yimutian pre-market down 4.65%

SAP shares surged 5% on Monday, outperforming in Germany as European software stocks gained momentum. The rally included notable increases from U.S. firms like Salesforce and ServiceNow. While software companies thrived, semiconductor stocks like Micron and SanDisk faced declines. This divergence highlights selective investor interest in tech sectors, with renewed confidence in SAP's market positioning. The session closed with SAP shares at €155, raising questions about the sustainability of this upswing.

Stock Invest

SPDR S&P Software

iShares Expanded Tech Software Sector ETF

ServiceNow

Adobe

Intuit

CrowdStrike

Zscaler

Micron Tech

Sandisk

Sandisk - WI

SAP Shares Surge 5% Amid Broad Rally in European Software Stocks

SAP rose 3.14% in after-hours trading; Palantir Tech fell 0.10% in after-hours trading, with a transaction volume of USD 16.97 million; Circle rose 0.24% in after-hours trading, with a transaction volume of USD 15.92 million; IREN fell 1.15% in after-hours trading, with a transaction volume of USD 11.99 million

Palantir Tech

Circle

IREN

U.S. stock night trading volatility: SAP rose 3.14% in after-hours trading, analysts maintain a buy rating, Sapphire event's new strategy sparks market enthusiasm

HCKT

CLOU

IDGT

Answerthink®, a Hackett Group Company, has received the 2026 North America SAP Partner Award for its success with SAP Business Data Cloud. The award recognizes top-performing SAP partners for their contributions to digital transformation. John McGrath, managing director at Answerthink®, emphasized the importance of client trust in their achievement. The award was presented at SAP’s North America Partner Summit, highlighting Answerthink's long-standing partnership with SAP and its commitment to innovation.

StockTitan

Hackett

Global X Cloud Computing ETF

iShares US Digital Infrastructure and Real Estate ETF

Answerthink® Receives 2026 North America SAP® Partner Award for SAP Business Data Cloud Success | SAP Stock News

SAP has announced the upcoming availability of new sustainability AI agents aimed at enhancing autonomous business decision-making by the end of 2026. These agents, currently in beta, promise significant efficiency improvements, including over 50% reduction in compliance review hours and up to 80% reduction in manual classification efforts. They assist in sustainability reporting, compliance assessments, and carbon footprint simulations, addressing regulatory pressures and improving operational efficiency across finance, procurement, and supply chain teams.

MorningStar

The Path to the Autonomous Enterprise: SAP Announces New Sustainability AI Agents

Wells Fargo analyst Michael Turrin has reaffirmed a Buy rating for SAP SE, setting a price target of €250.00, while the stock closed at €141.22. The overall analyst consensus for SAP SE is a Moderate Buy with an average price target of €214.15, indicating a potential upside of 51.64%. Berenberg Bank also maintains a Buy rating with a €215.00 target.

Tip Ranks

Wells Fargo

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

Wells Fargo Sticks to Its Buy Rating for SAP SE (0NW4)

SOXL

SOXX

European shares closed higher, reaching one-week highs, driven by a 2.6% rise in technology stocks, particularly semiconductors. The pan-European STOXX 600 rose 0.8%, with Germany's DAX up 1.3%. Burberry's shares fell 6.8% due to concerns over the Iran war, while Watches of Switzerland surged 19.2% on positive profit forecasts. The ECB is expected to implement over two rate hikes this year amid inflation concerns. Political instability in the UK and ongoing U.S.-China talks are also influencing market sentiment.

Fidelity

SPDR S&P Semicon

Direxion Semicon Bull 3X

iShares Semiconductor ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

VanEck Semiconductor ETF

Burberry Group plc

STMicroelectronics NV

Infineon Technologies AG

Infineon Technologies

Bank of America

ROYAL BANK OF CANADA

Burberry

STMicroelectronics N.V.

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

European shares end at one-week highs on tech boost

Jefferies analyst Charles Brennan has reiterated a Buy rating on SAP SE with a price target of €230. He emphasizes SAP's strengthened AI strategy, particularly the Sapphire initiative, which enhances its artificial intelligence capabilities. Brennan notes that AI has become a core element of SAP's long-term strategy, reflecting management's urgency in executing this vision. His confidence in SAP's growth outlook is supported by this strategic progress. Additionally, Berenberg Bank also maintains a Buy rating with a €215 price target.

Jefferies Financial

Computacenter Plc

SAP’s AI Strategy Gains Momentum as Brennan Reiterates Buy Rating and Maintains $230 Price Target

SAP AG-Sponsored(SAP.US)