
The video dissects Oracle’s latest earnings beat, highlighting a 44% cloud‑revenue surge alongside a modest 22% total‑revenue increase and a staggering $553 billion backlog that jumped 325% year‑over‑year. Analysts note that while top‑line growth looks strong, capital expenditures now exceed quarterly revenue, pressuring margins. Oracle also announced a $50 billion financing program for calendar‑year 2026 and projects FY27 revenue of $90 billion, underscoring aggressive data‑center expansion. Robert Cantwell warned that Oracle may be “selling unprofitable cloud revenue” to boost growth figures, and questioned the sustainability of capex‑heavy spending. Luke Yang countered with a raised fair‑value estimate of $220, citing the financing clarity and continued cloud demand, though he acknowledged customer concentration around OpenAI. The discussion suggests investors should compare Oracle to pure‑play peers like CoreWeave, whose $1‑to‑$1 asset‑to‑enterprise‑value ratio offers a cleaner benchmark. Persistent capex pressure and backlog conversion risk could temper Oracle’s valuation premium, prompting a reassessment of exposure to its cloud transition.

The video walks viewers through a high‑volatility trade on Bloom Energy (BE), whose implied volatility briefly topped 100%. Battista explains why such an extreme IV reading signals a potential mover and sets the stage for a ratio‑spread strategy. He outlines a...

The video surveys readers to crown the world’s greatest investor, presenting a poll where Warren Buffett, Jim Simons and Peter Lynch emerge as the top three choices. Buffett captured 62% of votes, eclipsing Simons (18%) and Lynch (12%). Buffett’s hypothetical performance...

The International Energy Agency announced a historic emergency release of 400 million barrels of crude, the largest drawdown of strategic reserves ever undertaken. The decision follows the effective shutdown of the Strait of Hormuz amid heightened hostilities between Iran and Israel,...

$SPY has gone nowhere in 3 weeks. Stuck between headline rallies and overnight selloffs. Range-bound markets after a shock aren't stability. They're indecision before the next leg.
My wife and I went from $304k in debt to $1M in 7 years. Here's how we did it in 30 min/mo:

Daniel Snyder of Seeking Alpha, joined by quant veteran Steven Cress, presented a rapid‑fire briefing titled “Top Energy Stocks For The Oil Surge.” The discussion centered on the recent roller‑coaster in crude prices—spiking from $80 to $120 per barrel amid...
In retirement, you’re not necessarily looking to replace your salary, but earning some income can be a way to preserve your nest egg. https://t.co/wOfHYW9AWm

💰 Personal finance links: donating shares not cash, understanding your home insurance, and why wealth is more than just money. https://t.co/bdDm8cuhWn image: https://t.co/Erm8sUw9Vp https://t.co/BfNyG6Ndyd

The latest Animal Spirits episode tackles a pressing question: will artificial intelligence render financial advisors obsolete? Host Michael and Ben invite AI‑focused guest Michael Kitsus to explore how rapidly evolving tools are reshaping the wealth‑management landscape, while also revisiting a...

The video provides a quick briefing of five notable business developments on March 11, 2026, ranging from energy sector deals in Venezuela to leadership changes at Disney, AI adoption in the Senate, the revival of Global Entry, and SoftBank’s PayPay...

The video focuses on the escalating oil crisis stemming from the Gulf region’s production shutdowns and dwindling storage capacity. Analysts warn that as the conflict persists beyond three weeks, Gulf exporters—designed to pump and ship oil rather than store it—are...

Wealthy & Wise tackled the age‑old value‑investing dilemma of chasing unicorns versus steering clear of dogs, using Australian‑stock‑market data to illustrate why the latter strategy often outperforms. Host Nadine introduced Andrew Coleman of Team Invest and Brian Han of Morningstar,...

The International Energy Agency announced the largest-ever strategic oil reserve release, prompting immediate volatility in Brent crude, which swung between gains and losses after the Wall Street Journal report. Concurrently, confusion over a purported U.S. Navy escort of a tanker...
U.S. headline CPI held steady at 2.4% year‑over‑year in February, matching January, while core CPI remained at 2.5%. The data largely met expectations, leaving inflation pressure unchanged. Equities were mixed to lower at midday, with financial services and real estate...
U.S. ethanol output climbed to an average 1.126 million barrels per day last week, the highest level in two months and up 31,000 bpd from the prior week. At the same time, inventories slipped to a four‑week low of 25.58 million barrels, reflecting...
Cash dairy prices on the Chicago Mercantile Exchange were largely lower on Wednesday. Dry whey held steady at $0.64, while 40‑lb cheese blocks fell $0.04 to about $1.51 and cheese barrels slipped to $1.5125 with no trades. Butter declined $0.0425...

Bank of America warns that the classic 60/40 portfolio is faltering in 2026 as inflation and stagflation push stocks and bonds into positive correlation, eroding the model’s defensive edge. The iShares Core 60/40 Balanced Allocation ETF has barely moved YTD...
Midday cash livestock markets showed modest declines in live and dressed cattle prices, with live cattle at $235 and Nebraska dressed cattle at $372, each down $5‑$8 from the prior week. Calf and heifer prices were mixed, favoring lighter weights...
World leaders agreed to release 400 million barrels from strategic reserves, the largest coordinated IEA drawdown ever, to counter a sharp Brent price surge after the Iran war began. Despite the announcement, Brent crude rose to about $91 per barrel, indicating...
Italian Prime Minister Giorgia Meloni announced that Italy will request an immediate suspension of the EU Emissions Trading System for fossil‑fuel‑fired power generators, arguing the scheme adds roughly €30/MWh, or about a quarter of household electricity costs. The move is...

Malaysia will raise fuel prices from tomorrow, with RON97 climbing to RM3.85 per litre (up 60 sen) and diesel to RM3.92 per litre (up 80 sen). Unsubsidised RON95 will increase to RM3.27 per litre. The new rates apply until 18 March, while the...

Russian crude output slipped 0.6% in February, falling to 9.184 million bpd, as sanctions pressure persisted but a U.S. waiver helped Indian imports rebound. Saudi Arabia simultaneously boosted production to over 10.1 million bpd, citing a contingency plan amid escalating U.S.-Israeli strikes...
Jeff Currie, former head of commodity research at Goldman Sachs, warned that the ongoing disruption of the Strait of Hormuz makes oil prices virtually unstoppable in the near term, and no policy response—such as strategic petroleum reserve releases or government...
A 50‑year‑old caregiver in California faces mounting costs caring for a mother with dementia while funding a teenager’s college. The column highlights that caregivers are not legally required to pay out‑of‑pocket and urges early engagement with local Area Agencies on...
San Diego‑based private equity firm CIRE Equity closed on a $116 million acquisition of a 19‑acre, 307,000‑sq‑ft industrial campus in Los Angeles’ Van Nuys neighborhood, buying two fully‑leased buildings from Link Logistics, Blackstone’s industrial arm. The transaction was financed with $136.5 million...
Chef Daniel Boulud sold the space of his flagship Upper East Side restaurant, Daniel, to commercial landlord SL Green for $18.5 million. The sale was executed through Boulud's entity 65th Street RE and SL Green's LLC, with the restaurant securing a...
Avison Young brokered the $13.5 million sale of a four‑lot development assemblage at 873–879 Grand St. in East Williamsburg, Brooklyn. The seller, JJL Development, sold the property to The Schwimmer Family of Rodgers Development, achieving a record $450 per buildable square...

Fortescue has completed the acquisition of Alta Copper, gaining 100% ownership of the Cañariaco copper project in northern Peru. The deal, executed via a Canadian plan of arrangement, paid C$1.40 per share for a total equity value of approximately C$139...
29th Street Capital has completed the acquisition of Lakewood Terrace, a 152‑unit garden‑style apartment community in Belton, Missouri, in partnership with Raith Capital Partners. The deal marks the firm's fourth acquisition in the Kansas City market and will be managed...
Indorama Corporation, the Indonesian sister firm of Indorama Ventures, announced it will acquire a titanium‑dioxide plant in Huelva, Spain from Venator Materials, which is in receivership. The plant has a capacity of 80,000 metric tons per year of white pigment...

SRS Real Estate Partners brokered the $2.2 million ground‑lease sale of a 2,800‑sq‑ft single‑tenant retail building in Bryan, Texas, occupied by Murphy USA. The seller, Culpepper Realty, sold the property to an unnamed Utah‑based private investor in an all‑cash transaction.
Chariot Resources announced that the Nigerian government approved the transfer of four exploration licences and two mining leases into a new joint venture, C&C Minerals. Chariot will hold 66.66% of the JV while Continental Lithium retains 33.33%, clearing a regulatory...

Charney Companies and Tavros Capital have secured a $125 million seven‑year fixed‑rate loan from Freddie Mac to refinance the Union Channel building at 240 Third Avenue, the first development in their Gowanus Wharf campus. The loan, arranged by JLL, will support the 224‑unit...
TerraCap Management completed the acquisition of Tresa at Arrowhead Apartments, a 360‑unit multifamily community in Glendale, for $82.2 million. The seller, Hamilton Zanze & Co., secured a $53.4 million Fannie Mae loan to finance the transaction. The deal was announced on March 9 2026.
Elme Communities sold its Watergate 600 office building in Washington, D.C. to family office Jetset Hospitality LLC for $52.5 million. The 309,000‑sq‑ft, 80 % leased property was transferred as part of a 1031 exchange, with Jetset securing a $28.5 million loan for the...

Kennedy Wilson Holdings, a Beverly Hills real estate investment firm, agreed to be taken private in an all‑cash transaction valued at $1.65 billion. The deal is being led by a consortium headed by CEO William McMorrow and includes Toronto‑based Fairfax Financial...
CTO Realty Growth, Inc. purchased the 400,000‑square‑foot Palms Crossing shopping center in McAllen, Texas from WPG. The open‑air retail complex, anchored by national retailers such as Hobby Lobby and Best Buy, was represented by JLL in the transaction.
Eaton Vance Real Estate Investment Group has completed the acquisition of Elite 99 West, a 360‑unit multifamily property in Katy, Texas, from Electra America. The transaction was financed with a $40 million Fannie Mae loan originated by Walker & Dunlop. Deal...
Corner Stone MCR Property Group has completed the acquisition of the Alma Lodge hotel in Stockport, Greater Manchester, for an undisclosed price. The 52‑room hotel, which includes Henderson’s restaurant and event facilities, will be rebranded and expanded under the group's...