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Here’s What’s Driving the Optimism","url":"https://stock-news.laohu8.com/highlight/detail?id=2666573638","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666573638?lang=en_us&edition=fundamental","pubTime":"2026-09-11 23:06","pubTimestamp":1789139172,"startTime":"0","endTime":"0","summary":"Wedbush analyst Steven Wahrhaftig initiated coverage on CrowdStrike ($CRWD), Palo Alto Networks ($PANW), and Datadog ($DDOG) with Buy ratings, give...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/wedbush-says-buy-crwd-panw-and-ddog-stocks-heres-whats-driving-the-optimism?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/wedbush-says-buy-crwd-panw-and-ddog-stocks-heres-whats-driving-the-optimism?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["IE0004445239.USD","WCBR","BUG","LU2272731600.USD","DOGD","LU2272731782.SGD","LU0082616367.USD","LU1988902786.USD","DAT","CRWL","CRWD","IE00B19Z9Z06.USD","IGV","BK4543","BK4561","LU1923622614.USD","BK4551","LU0081259029.USD","LU1992135472.HKD","EYES","BK4560","LU2148611432.USD","LU2265009873.SGD","LU1548497426.USD","PSWD","CIBR","SPAM","LU2357305700.SGD","LU0097036916.USD","LU2106854487.HKD","LU0266013472.USD","CLOD","LU1720051108.HKD","CLOU","AIPI","LU0719512351.SGD","LU2433249047.HKD","DDOG","BK4598","BK4588","IE00BZ9MQY76.HKD","LU2125909759.SGD","BK4548","CRWC","LU1804176565.USD","LU1064131342.USD","LU1917777945.USD","LU2264538146.SGD","LU1951198990.SGD","HAKY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666578047","title":"Oracle Delivered Near-Term IaaS Execution, Faces Gross Margin Pressure, Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666578047","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666578047?lang=en_us&edition=fundamental","pubTime":"2026-09-11 23:04","pubTimestamp":1789139042,"startTime":"0","endTime":"0","summary":"Oracle's  fiscal Q1 results provided near-term proof of infrastructure-as-a-service execution, but gross-margin pressure and a modest fiscal 2027 EPS raise mean more evidence is needed on GPU-as-a-service economics and visibility into infrastructure build-out before becoming more constructive on the stock, Morgan Stanley said Friday.The gross margin was relatively underwhelming versus consensus due to capacity expansion, while continued operating leverage contributed to a 4% beat in non-GAAP operating income versus consensus and improved below-the-line numbers led to an 11% beat on non-GAAP EPS, the note added.The fiscal Q2 revenue and cloud guidance came in ahead of consensus at $21.2 billion versus $21.07 billion and $13.4 billion versus $13.02 billion, respectively, though the $1.89 EPS midpoint came in line with Street estimates, the brokerage said.Management expects continued Oracle Cloud Infrastructure acceleration in fiscal 2027 and gave positive commentary on upcoming OCI 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AI, Freemium Products Key to Annual Recurring Revenue Growth, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666031578","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666031578?lang=en_us&edition=fundamental","pubTime":"2026-09-11 23:01","pubTimestamp":1789138860,"startTime":"0","endTime":"0","summary":"Adobe's  AI-first approach and freemium products are showing traction, with investors focusing on signs of total annual recurring revenue re-acceleration, RBC Capital Markets said in a Friday note.Creative freemium monthly active users have crossed 100 million, growing over 70% year-over-year, while AI first annual recurring revenue, or ARR, grew 150% year-over-year to $650 million, the firm said.RBC said ARR across the Firefly app and credit packs grew 40% sequentially, while Adobe's Experience Manager and agentic web apps delivered over 20% year-over-year ARR growth.The firm said freemium growth and delayed price increases have created a near term ARR headwind, while positive monetization trends are emerging among converted users.Adobe raised its fiscal 2026 revenue and EPS guidance while maintaining total ARR growth guidance at 10.2%, the firm said.RBC maintained its outperform rating on Adobe and $315 price target.Price: 250.24, Change: +1.41, Percent Change: +0.57","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU2237438978.USD","LU0081259029.USD","LU0320765059.SGD","BK4534","SG9999015986.USD","LU1815333072.USD","LU0157215616.USD","LU0672654240.SGD","LU1778281490.HKD","BK4588","LU2357305700.SGD","LU2317271919.USD","LU1623119135.USD","LU0792757196.USD","LU0314104364.USD","IE0009356076.USD","LU2089284900.SGD","LU0234570918.USD","BK4023","LU0006306889.USD","BK4527","LU0942090050.USD","LU0868494617.USD","LU0345774631.USD","BK4554","LU1119994496.HKD","IE00B5TLWC47.USD","SGXZ51526630.SGD","LU0868494708.USD","LU1720051017.SGD","LU0082616367.USD","LU0719512351.SGD","IE00BQXX3F31.USD","LU0109391861.USD","LU0158827948.USD","LU0965509101.SGD","LU0708995401.HKD","BK4533","LU0889565833.HKD","LU0889566641.SGD","SG9999001424.SGD","LU0965509283.SGD","LU0557290698.USD","LU0057025933.USD","LU0198837287.USD","IE00BFXG0V08.USD","BK4567","LU0342679015.USD","BK4528","LU1084165304.USD","ADBG","BK4566","LU2089283258.USD","IE00BQXX3D17.EUR","LU1674673691.USD","LU1712237335.SGD","LU0106261372.USD","LU2210150020.SGD","LU1823568750.SGD","LU0069063385.USD","LU0234572021.USD","IE00BQXX3C00.GBP","LU0109392836.USD","LU2236285917.USD","LU2210149790.SGD","BK4592","LU2125154935.USD","IE00B19Z9505.USD","LU0345774391.USD","SG9999000418.SGD","LU0957791311.USD","LU2095319765.USD","SG9999015978.USD","LU1803068979.SGD","LU0061474960.USD","LU2125154778.USD","SGXZ99366536.SGD","SG9999015952.SGD","LU1267930730.SGD","LU1261432733.SGD","LU0170899867.USD","LU1366333091.USD","SGXZ81514606.USD","LU0511384066.AUD","LU2458330243.SGD","LU0348723411.USD","LU0861579265.USD","LU1633808545.USD","BK4543","IE00BYQQ9H92.USD","LU2458330169.SGD","LU0965509010.AUD","LU1235294995.USD","LU2023251221.USD","LU0472753341.HKD","BK4585","SG9999015945.SGD","LU1691799644.USD","ADBE","LU0289961442.SGD","ADBU","BK4581","LU0289739343.SGD","LU1674673428.USD","LU1046421795.USD","LU2360032135.SGD","LU1720051108.HKD","LU1548497426.USD","LU1267930813.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666578784","title":"Palantir's AI Data Sovereignty Pitch Seen Resonating","url":"https://stock-news.laohu8.com/highlight/detail?id=2666578784","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666578784?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:56","pubTimestamp":1789138560,"startTime":"0","endTime":"0","summary":"1056 ET - Palantir's pitch about the importance of AI and data sovereignty is sinking in, D.A. Davidson analysts Gil Luria and Turner Dischinger say in a note, raising their price target by $50 to $250. Nvidia's partnership with Palantir, announced Thursday, reinforces the trust major enterprises place in the company--especially as OpenAI and Anthropic \"keep getting caught with their hand in the cookie jar\" with \"comically false\" claims that they don't look at customer data, the analysts say. \"Customers are getting savvier about what AI model they need and how to work with a range of models and Palantir is capitalizing on that trend,\" Luria and Dischinger say. \"Trust means Palantir is naturally positioned to become the control plane, orchestration layer and harness provider for a wide range of customers.\"","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B894F039.SGD","PLOO","GUNZ","PLTA","BK4023","PLTR","BK4585","LU1861559042.SGD","IE00B19Z9Z06.USD","PLTZ","PTIR","IGV","BK4543","PLYY","LU1861558580.USD","EYES","BK4547","PLTY","PLTG","PLTU","AIPI","IE00B19Z9P08.USD","SPLTRmain","BK4588","PLTD","IE00BZ9MQY76.HKD","BK4613","SHLD","PLTI","PLTL","PLT","PLTW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666578099","title":"Cboe data shows mixed options sentiment in Applied Materials with shares up 0.92%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666578099","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666578099?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:50","pubTimestamp":1789138212,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in Applied Materials (AMAT), with shares up $4.17, or 0.92%, near $458.18. Options volume relatively light ...","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/cboe-data-shows-mixed-options-sentiment-in-applied-materials-with-shares-up-0-92-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/cboe-data-shows-mixed-options-sentiment-in-applied-materials-with-shares-up-0-92-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["LU2106854487.HKD","BK4543","BK4519","CHPS","LU2028103732.USD","LU1989773731.SGD","BK4585","LU0081259029.USD","AMAT","BK4516","IE0009356076.USD","LU0787776722.HKD","LU2413666426.HKD","WUGI","LU0276348264.USD","LU1003077747.HKD","LU0061474705.USD","LU0868494617.USD","APMI","LU1674673428.USD","XNTK","LU1868836591.USD","TINY","IE00BQXX3F31.USD","LU1989763005.USD","LU0949170772.SGD","TDV","LU0476273544.USD","UYM","BK4518","LU0354030438.USD","SMH","AMA","BK4534","RDVI","PSI","EPAI","LU1815333072.USD","LU0354030511.USD","GB00BDT5M118.USD","AMAU","RDVY","IE00BQXX3D17.EUR","LU2543165471.USD","SOXQ","BK4147","LU0238689110.USD","LU1642822529.SGD","SHOC","QQQG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666557847","title":"Dell Results Should Sustain Above Long-Term Targets on AI Infrastructure Demand, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666557847","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666557847?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:45","pubTimestamp":1789137909,"startTime":"0","endTime":"0","summary":"Dell Technologies'  results should sustain above long-term targets amid enterprise demand for AI investments, compute modernization, storage expansion, and PC refresh, RBC Capital Markets said in a Thursday research report.The company's portfolio spanning compute, PCs, storage and servers, alongside its install base and flexible consumption options, positions it for continued market share gains, analysts wrote.The brokerage said it views the operating environment as supply-constrained, primarily because of memory constraints, rather than demand-limited, and expects meaningful backlog to persist through fiscal 2027, providing visibility into the next fiscal year, according to the note.A richer mix, better attach rates, and the completion by year-end of the transition to Dell's proprietary storage products could help the company's Infrastructure Solutions Group sustain or even expand operating margins within its 10% to 14% framework, according to RBC.The brokerage said it initiated cover","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU1823568750.SGD","FXL","LU2065171311.SGD","BK4170","LU0211326839.USD","LU0211326755.USD","LU0267386448.USD","BK4535","LU0310800965.SGD","DELL","DLLL","WLDR","LU2065170008.USD","LU0496365809.HKD","LU1267930227.SGD","LU2065169927.USD","LU0345770308.USD","LU2065171402.SGD","BK4543","LU2265009873.SGD","BK4515","LU0128525689.USD","LU1235294995.USD","LU1046421795.USD","BK4588","BK4585","LU0345770993.USD","LU0976567544.SGD","LU0052756011.USD","LU1804176565.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666573708","title":"Dell Stock Price Forecast: Gains Over 11% to Hit New Record High, Next Price Target to Surpass $600","url":"https://stock-news.laohu8.com/highlight/detail?id=2666573708","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666573708?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:43","pubTimestamp":1789137807,"startTime":"0","endTime":"0","summary":"On September 11, Eastern Time, Dell Technologies (DELL) shares reached an intraday high of $567.75, setting a new record high with a gain of over 11%. RBC Capital recently initiated coverage on Dell with an \"Outperform\" rating and a price target of $640. RBC believes that enterprise investment in AI, computing modernization, storage expansion, and PC replacement demand will support Dell's performance in consistently exceeding its long-term targets. Analyst David Paige stated that Dell's end-to-end portfolio across computing, PCs, storage, and servers, combined with its massive installed base, industry-leading supply chain capabilities, and flexible consumption models (such as subscription-based delivery), positions the company to continue capturing market share.","market":"sg","thumbnail":"https://resource.tradingkey.com/uploads/20240819/9fa53cbfa2f1458bbeba6327cfcd8d24dell2.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20240819/9fa53cbfa2f1458bbeba6327cfcd8d24dell2.jpg"],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262163825-dell-all-time-high-rbc-outperform-price-target-ai-server-pc-refresh-storage-600-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2065170008.USD","LU2065169927.USD","WLDR","LU2065171311.SGD","LU0496365809.HKD","LU1823568750.SGD","DELL","DLLL","LU2265009873.SGD","BK4170","LU0211326755.USD","LU1046421795.USD","LU1804176565.USD","LU1267930227.SGD","LU0128525689.USD","BK4515","LU2065171402.SGD","BK4535","LU0976567544.SGD","LU0310800965.SGD","BK4585","LU0345770993.USD","FXL","LU0052756011.USD","LU0345770308.USD","LU0211326839.USD","BK4588","LU0267386448.USD","BK4543","LU1235294995.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666194578","title":"Cboe data shows mixed options sentiment in ServiceNow with shares up 0.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666194578","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666194578?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:35","pubTimestamp":1789137317,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in ServiceNow (NOW), with shares up 93c, or 0.71%, near $132.10. Options volume roughly in line with 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F1Q Print Boosts Confidence in Data-Center Buildout","url":"https://stock-news.laohu8.com/highlight/detail?id=2666520463","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666520463?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:11","pubTimestamp":1789135860,"startTime":"0","endTime":"0","summary":"1011 ET - Oracle's F1Q report should help build confidence that its data-center buildout is going as planned and will be converted into revenue, JPMorgan says in a note. The company told investors that its incremental $30 billion of AI contracts probably won't demand more cash outlays beyond its prior guidance for $40 billion of capital in the current fiscal year, according to the analysts. The company also forecast that around half of its $664 billion in remaining performance obligations will convert to revenue in the next three years, and appears to have made progress on diversifying its data-center buildout, reducing the risk from any single project being delayed, the analysts say. Investors may still question whether Oracle's cash outlay will moderate significantly after FY28, particularly with the robust industry demand backdrop, the analysts add.","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00B19Z3581.USD","IGV","LU0878866978.SGD","LU2108987350.USD","LU0348723411.USD","LU0109392836.USD","BK4543","LU2860962120.EUR","IE00B5949003.HKD","IE00BMPRXQ63.HKD","LU0965509010.AUD","LU2360106780.USD","LU1046421795.USD","LU1069347547.HKD","LU0208291251.USD","LU1934455277.USD","LU1934455194.USD","BK4533","ORCU","LU1035773651.USD","LU0553294199.USD","LU0289960550.SGD","IE00B3S45H60.SGD","LU0353189680.USD","LU2250418816.HKD","ORCS","LU1989764748.USD","BK4581","LU0056508442.USD","LU0157215616.USD","LU0175139822.USD","LU0433182093.SGD","LU2458330169.SGD","SG9999001424.SGD","LU0861579265.USD","LU2087625088.SGD","LU1935043023.USD","LU0476273544.USD","LU0980610538.SGD","LU1642822529.SGD","LU0353189763.USD","LU1235294995.USD","LU2326559502.SGD","LU0070302665.USD","LU0234570918.USD","LU0210536198.USD","BK4538","BK4516","BK4528","LU0081259029.USD","LU1003077747.HKD","LU1935042215.USD","LU1989764664.SGD","LU1201861249.SGD","LU1989772840.SGD","IE00BLSP4239.USD","SORCLmain","LU2236285917.USD","LU0889565833.HKD","LU0738911758.USD","LU1852331112.SGD","LU0444973449.USD","LU2746668974.SGD","LU0965509101.SGD","LU0256863811.USD","LU0545039389.USD","IE00B7SZLL34.SGD","LU1489326972.SGD","IE0009356076.USD","IE00BMPRXN33.USD","SG9999003800.SGD","IE0004445239.USD","LU0965508806.USD","LU1935043536.SGD","LU0314106906.USD","LU0661504455.SGD","TDIV","OGIG","LU0719512351.SGD","LU1691799644.USD","LU2896262040.SGD","LU1366192091.USD","LU0965509283.SGD","BK4534","ORCL","LU1935042488.USD","LU2357305700.SGD","LU1935042991.SGD","LU0130102774.USD","LU1429558221.USD","IE00B775SV38.USD","LU2458330243.SGD","BK4097","LU0985489474.SGD","LU1720051017.SGD","LU0957808578.USD","LU0323591593.USD","LU0082616367.USD","LU1720051108.HKD","IE00BN8TJ469.HKD","LU2237957902.USD","LU2543165471.USD","IE00BBT3K403.USD","BK4585","LU2054465674.USD","LU1548497426.USD","LU1815336760.USD","LU0444971666.USD","ORAC","LU0068578508.USD","LU2746668461.USD","LU0648001328.SGD","LU0320765489.SGD","LU1989772923.USD","LU0198837287.USD","LU0234572021.USD","IE00B19Z3B42.SGD","IE00BLSP4452.SGD","LU1803068979.SGD","LU1435385759.SGD","LU1506573853.SGD","ORCZ","ORCX","IE00BMPRXR70.SGD","SG9999011175.SGD","LU1934455863.HKD","BK4588","LU1037948897.HKD","LU1823568750.SGD","LU0949170772.SGD","LU2237957811.SGD","IE0002270589.USD","LU1366333091.USD","LU1037948541.HKD","LU0417517546.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666520717","title":"ORCL Stock: Barclays Lifts Price Target after Oracle’s Q1 Beat, Says Growth Has ‘Inflected’","url":"https://stock-news.laohu8.com/highlight/detail?id=2666520717","media":"TIPRANKS","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666520717?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:09","pubTimestamp":1789135742,"startTime":"0","endTime":"0","summary":"Oracle ($ORCL) stock opened 2% higher at Friday’s market open after the company beat Wall Street expectations on both revenue and earnings. 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