On September 24, Oracle (ORCL) fell as much as 5% in pre-market trading and dropped over 7% after the market opened. Sparking market concerns was a force majeure notice issued by the company regarding Project Jupiter, a large-scale data center in New Mexico. Investors' focus is shifting from massive AI orders to delivery timelines and capital recovery. According to Bloomberg, Oracle has sent a formal notice to developer Stack Infrastructure, seeking to delay payments if the project fails to become operational as planned in 2028. This move does not imply exiting its position as the primary tenant, nor does it mean a payment waiver has been granted. Oracle maintained that the project is proceeding according to schedule, but did not specifically address the notice itself.

TradingKey2 hours ago

TD SYNNEX Stock Outlook: AI Infrastructure Demand Puts Q3 Growth in Focus

TD SYNNEX reports fiscal Q3 results Thursday as investors test whether Hyve’s AI infrastructure growth can sustain margins and improve cash conversion.

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BlackBerry Stock Forecast: Can Q2 Earnings Extend BB’s Turnaround?

BlackBerry reports fiscal Q2 results Thursday as investors test whether QNX growth, improving cash flow and the Coretura Alloy Kore win can extend the turnaround.

TradingKey3 hours ago

Qualcomm Extends Long-Term Patent Agreement With Apple, Securing QTL Revenue in Era of In-House iPhone Modems

TradingKey - On Thursday (September 24) Eastern Time, Qualcomm (QCOM) announced that it has renewed a global patent licensing agreement with Apple (AAPL), with the new agreement set to officially take effect on April 1, 2027. Qualcomm did not disclose the specific duration, licensing fees, or other financial terms of the agreement. Following the announcement, Qualcomm's shares rose about 1% in U.S. pre-market trading.

TradingKey3 hours ago

Qualcomm Stock Price Forecast: Surges Over 20% in a Month as $200 Level Faces Make-or-Break Battle

Qualcomm's stock price has surged over 20% in the past 30 days, with attention focused on the key $200 mark to see if it can sustain its momentum.

TradingKey4 hours ago

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TK-Enhanced Colin McLean Growth & Value Quant Strategy

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Howard Rothman's Prudent Wealth Strategy

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David Polen Rational Growth Strategy

This strategy continues David Polen's investment philosophy of holding enterprises with quality cash flows, while adopting the implied return rate valuation model. It aims to seek balanced growth compared to the cost price through quantitative methods, while avoiding the blind pursuit of high prices and ensuring every holding has a reasonable expected return.

Michael J. Carr Low Profit Growth Strategy

This strategy is based on the "profitable investing" framework proposed by Michael J. Carr. The principle lies in not predicting market ups and downs, but in determining the current risk state of the market and deciding whether and how to take risks.