Microsoft, Broadcom, and Oracle were among the portfolio's top contributors for the quarter. Alternatively, Apple, Johnson & Johnson, and Berkshire Hathaway detracted from performance. Microsoft shares rebounded in calendar Q2 following a strong fiscal Q3 2025 (March quarter), driven by accelerating demand for AI-related Azure services.
With the S&P 500 and Nasdaq Composite hovering near their all-time highs, it might not seem like the best time to shop around for new stocks. As Warren Buffett once said: "Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down.
Shares of enterprise computing, cloud, and data management pathbreaker Oracle Corp. NYSE: ORCL climbed by an astonishing two-thirds in the last year, repeatedly setting record highs (and making co-founder Larry Ellison the second-wealthiest person in the world in the process). As analysts from Jefferies, D.A.
Oracle Corp (NYSE:ORCL, ETR:ORC)'s recent deals represent a pivotal moment in its evolution as a hyperscaler, analysts at Jefferies believe. The analyst repeated their ‘Buy' rating on Oracle and upped their price target to $270 from $220, implying upside of 16% from levels at the time of writing.
Oracle Corp. disclosed a series of major cloud-services agreements last week that some analysts said represent “a pivotal moment” in the company's transformation into a hyperscale cloud power and should give investors more confidence about the company's ability to boost revenue at a high rate over the long run.
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