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Fly News Breaks for May 21, 2015
ORCL, MSFT, GOOG, CRM
May 21, 2015 | 08:15 EDT
After Salesforce reported stronger than expected results, JMP Securities indicated that the results, along with statements by the company's CEO, make an acquisition seem less likely. However, the firm continues to believe that Google (GOOG), Oracle (ORCL), or Microsoft (MSFT) could buy the company. All three potential acquirers have significant cash and strong potential synergies with Salesforce, and the world is moving to the cloud, the firm explained. It raised its price target on Salesforce to $80 from $75 and keeps an Outperform rating on the shares.
News For CRM;GOOG;MSFT;ORCL From the Last 2 Days
GOOG
Mar 19, 2024 | 06:23 EDT
Bernstein says the firm is not surprised that Apple (AAPL) is looking to potentially partner with Google (GOOGL) on AI capabilities. Going it alone - or with another partner - would risk a highly profitable and proven revenue stream with Google today, the firm adds. Bernstein also believes a deal also makes sense for Google as it solidifies its relationship with Apple plus provides validation for Gemini, both of which have been recent question marks for Google investors. Apple could potentially partner with more than one AI player, providing access to different LLMs for different functionalities. That said, the firm does not believe that an AI partnership with Gemini or anyone else is essential for Apple to do right now.
MSFT
Mar 19, 2024 | 05:55 EDT
Microsoft is holding a Windows and Surface AI event on May 20, The Verge's Tom Warren and Emma Roth report. According to sources, the event will include the consumer versions of Surface Pro 10 and Surface Laptop 6. The event won't be livestreamed and will only be open to journalists who attend the event in person, Warren and Roth write. Reference Link
GOOG
Mar 18, 2024 | 16:23 EDT
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.  1... To see the rest of the story go to thefly.com. See Story Here
GOOG
Mar 18, 2024 | 14:09 EDT
With all eyes now on AI, Apple (AAPL) is reportedly in talks with Google (GOOG;  GOOGL) to bring the latter's Gemini generative AI technology to the iPhone. According to Bloomberg,... To see the rest of the story go to thefly.com. See Story Here
GOOG
Mar 18, 2024 | 12:05 EDT
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.   1... To see the rest of the story go to thefly.com. See Story Here
GOOG
Mar 18, 2024 | 09:55 EDT
Notable gainers among liquid option names this morning include Alphabet Class A (GOOGL) $150.68 +9.50, Alphabet (GOOG) $151.47 +9.31, CoStar Group (CSGP) $99.90 +4.72, NVIDIA (NVDA) $915.52 +37.16, and PepsiCo (PEP) $169.57 +4.91.
GOOG
Mar 18, 2024 | 09:40 EDT
Unusual total active option classes on open include: Tilray (TLRY), Sundial Growers (SNDL), Rio Tinto (RIO), Alphabet Class A (GOOGL), Alphabet (GOOG), Advisorshares Pure Us Cannabis ETF (MSOS), PepsiCo (PEP), Zillow (Z), Pinduoduo (PDD), and XPeng (XPEV).
GOOG
Mar 18, 2024 | 08:57 EDT
Check out this morning's top movers from around Wall Street, compiled by The Fly. HIGHER - Alphabet (GOOG)... To see the rest of the story go to thefly.com. See Story Here
MSFT
Mar 18, 2024 | 08:40 EDT
VERSES AI (VRSSF) announces that Alex Kipman, CEO and Founder of Analog AI has joined as a Strategic Advisor. Kipman spent over two decades at Microsoft (MSFT), most recently in the role of Corporate Vice President/Technical Fellow, Mixed Reality and Artificial intelligence.
ORCL
Mar 17, 2024 | 06:39 EDT
Oracle is no slouch when it comes to cloud computing and AI. But the strength of the company's position has only recently become clear to Wall Street, Eric J. Savitz writes in this week's edition of Barron's. Oracle continues to be a key provider of enterprise software applications and database software. Just this past week, the company announced new AI capabilities for some of its business apps. But the key driver for Oracle is now cloud computing-and the associated opportunity in artificial intelligence, the author notes. Despite a three-year rally in Oracle shares, the stock still looks cheaper on almost every measure than rival enterprise software companies, the publication adds. Reference Link