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The Latest Breaking News from Stefan Slowinski

Microsoft’s stock has biggest one-day gain since 2008, adding $480 billion in market value as cloud business booms

Azure crossed $100 billion in revenue for the first time, and a new disclosure about OpenAI offered some respite.

Oracle Earnings Could Reveal a Massive $100 Billion Spending Surge. Here Is Why You Should Still Buy ORCL Stock.

BNP Paribas expects Oracle to increase its capital spending in the June 10 earnings report.

Oracle Stock Is Careening Toward Earnings with a Heavy $100 Billion Weight on Its Back

Oracle is heading into earnings under pressure, with a $100 billion capital spending outlook and heightened investor scrutiny shaping sentiment.

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This Analyst Just Turned Bullish on CoreWeave Stock. Here’s Why

BNP Paribas initiated coverage on CoreWeave stock with an “Outperform” rating. Here’s why the firm’s analysts are bullish on CRWV shares for 2026.

Here's Why This Analyst Is Cautious On Amazon

BNP Paribas Exane gave an Underperform rating to Amazon.com Inc (NASDAQ:AMZN), citing a bumpy ride ahead due to surging inflation and higher expenses. Analyst Stefan Slowinski said investments during the pandemic to build fulfillment centers for faster deliveries and employee bonuses to keep its warehouses staffed in a tight U.S. labor market may eat…

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