Investing.com – – adding to the momentum from last week, the shares continued to grow, but not without a certain volatility after the inauguration of President Trump.
Here’s a look at some of the names that stood out:
Oracle (nyse 🙂 & softbank (otc 🙂
For starters, Oracle and Softbank. The shares of both companies strengthened this week after the announcement of a joint venture, Stargate, with OPENAI and MGX.
President Trump has announced the venture, aimed at investing up to $ 500 billion in the development of artificial intelligence infrastructure in the United States.
RBC Capital explained in the note that “SoftBank and Openii are leading partners, where opening has operating responsibility and SoftBank (Tyo 🙂 has a financial responsibility. Masayoshi Son (CEO Softbank) will be president. Oracle’s shares strengthened 7%, Microsoft (Nasdaq 🙂 4%, Nvidija (November 🙂 4%, while IGV rose 2%. “
The news was also useful for Microsoft, Nvidi, Arm, Broadc (Nasdaq :), Dell (Nyse :), Network arista (Nyse 🙂 and smci.
“In the Stargate partnership, Microsoft is described as a” technological partner “, not a financing partner,” RBC added. “We consider the formation of the star gate somewhat positive for both Microsoft and Oracle in our report, primarily from the point of view that both can benefit from close relationships with a new administration focused on the defense of domestic leadership in the field of artificial intelligence.
They added: “On the other hand, we wonder how much the movement of Oracle’s shares is stimulated by the publication, compared to the encouraging news related to Tiktok.”
Netflix (Nasdaq 🙂
Netflix shares rose on Wednesday after announcing his last quarterly profit after closing on Tuesday, surpassing expectations at the top and bottom.
“NFLX reported on revenues in 4th quarter 2024. ~ 1% above Street and operating income 2% above the consensus. In addition, Netflix reported on 18.9 million net passes during the quarter, significantly above the consensus VA (+9.6 million), ”explained Citi analysts after the announcement.
“The outcomes of the company for 1st quarter 25 were below consensus assessment. However, the NFLX increased its revenue prospects and margin of operational revenue for 2025, which are at the middle point above the stream estimate. ”
Various analysts raised their goal for the Netflix after a earning report, and Goldman Sachs raised its goal at $ 960.
“Company’s messages remain consistent with 2025 (with future guidelines providing evidence of the construction of narration) – solid income, growth of subscribers supported by a mix of ad, solid/growing operational margins and dedication to the return of free cash flows to shareholders through the purchase,” the investment bank said .
“Looking at the long term, this series of business models and production initiatives are likely to set NFLX as a continuous double -digit revenue growth with an increase in margins in the coming years.”
Electronic Arts (Nasdaq 🙂
The EA shares sank more than 16% on Thursday as a reaction to the announcement of a three-month profit, which caused the video game manufacturer to reduce its guidelines for booking for the third quarter and the whole year.
Decreased guidelines followed after a weaker demand for his football franchise, EA Sports FC and playing the role of Dragon Age.
EA Andrew Wilson CEO said: “Dragon Age and EA Sports FC 25 were below our expectations of net reservations.”
After the announcement of the earnings, the Bank of America reduced EA rating to neutral with Buy, saying that “it is no longer convinced that EA can get a sufficient share of playing players and consumption to stimulate significant growth in the battlefields/console industry.”
Tempus ai
Finally, Tempus AI recovered this week, starting with more than 35% jump in the session on Tuesday. The rise occurred after the former president of the Nancy Pelosi Representatives revealed that she had purchased the options for buying shares.
Pelosi revealed in the submission that she had purchased a 50 Call option at AI with a price of $ 20 and the expiration date on January 16, 2026 for between $ 50,000 and 100,000 USD, earlier this month.
In second place on Tuesday, the company announced the national launch of Olivia, its personal health goalkeeper app with enabled artificial intelligence.
