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Midday Stories: Rate-Hike Expectations Rise After August CPI Release; Oracle Shares Up Modestly After Strong Earnings Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2666573291","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666573291?lang=en_us&edition=fundamental","pubTime":"2026-09-11 23:44","pubTimestamp":1789141497,"startTime":"0","endTime":"0","summary":"All three major US stock indexes were up in late-morning trading Friday, as oil prices fell and the latest inflation data matched expectations.The US seasonally adjusted consumer price index rose by 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the note added.The fiscal Q2 revenue and cloud guidance came in ahead of consensus at $21.2 billion versus $21.07 billion and $13.4 billion versus $13.02 billion, respectively, though the $1.89 EPS midpoint came in line with Street estimates, the brokerage said.Management expects continued Oracle Cloud Infrastructure acceleration in fiscal 2027 and gave positive commentary on upcoming OCI 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AI, Freemium Products Key to Annual Recurring Revenue Growth, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666031578","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666031578?lang=en_us&edition=fundamental","pubTime":"2026-09-11 23:01","pubTimestamp":1789138860,"startTime":"0","endTime":"0","summary":"Adobe's  AI-first approach and freemium products are showing traction, with investors focusing on signs of total annual recurring revenue re-acceleration, RBC Capital Markets said in a Friday note.Creative freemium monthly active users have crossed 100 million, growing over 70% year-over-year, while AI first annual recurring revenue, or ARR, grew 150% year-over-year to $650 million, the firm said.RBC said ARR across the Firefly app and credit packs grew 40% sequentially, while Adobe's Experience Manager and agentic web apps delivered over 20% year-over-year ARR growth.The firm said freemium growth and delayed price increases have created a near term ARR headwind, while positive monetization trends are emerging among converted users.Adobe raised its fiscal 2026 revenue and EPS guidance while maintaining total ARR growth guidance at 10.2%, the firm said.RBC maintained its outperform rating on Adobe and $315 price target.Price: 250.24, Change: +1.41, Percent Change: 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AI Data Sovereignty Pitch Seen Resonating","url":"https://stock-news.laohu8.com/highlight/detail?id=2666578784","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666578784?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:56","pubTimestamp":1789138560,"startTime":"0","endTime":"0","summary":"1056 ET - Palantir's pitch about the importance of AI and data sovereignty is sinking in, D.A. Davidson analysts Gil Luria and Turner Dischinger say in a note, raising their price target by $50 to $250. Nvidia's partnership with Palantir, announced Thursday, reinforces the trust major enterprises place in the company--especially as OpenAI and Anthropic \"keep getting caught with their hand in the cookie jar\" with \"comically false\" claims that they don't look at customer data, the analysts say. \"Customers are getting savvier about what AI model they need and how to work with a range of models and Palantir is capitalizing on that trend,\" Luria and Dischinger say. \"Trust means Palantir is naturally positioned to become the control plane, orchestration layer and harness provider for a wide range of customers.\"","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PLTL","PLTU","PLTR","BK4543","LU1861559042.SGD","BK4547","IGV","EYES","PLTG","PTIR","BK4023","BK4588","PLTY","PLYY","LU1861558580.USD","BK4613","IE00B894F039.SGD","PLTW","PLOO","IE00B19Z9Z06.USD","BK4585","PLTI","IE00B19Z9P08.USD","AIPI","PLT","SPLTRmain","PLTD","SHLD","PLTZ","GUNZ","IE00BZ9MQY76.HKD","PLTA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666578099","title":"Cboe data shows mixed options sentiment in Applied Materials with shares up 0.92%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666578099","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666578099?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:50","pubTimestamp":1789138212,"startTime":"0","endTime":"0","summary":"Cboe data shows mixed options sentiment in Applied Materials (AMAT), with shares up $4.17, or 0.92%, near $458.18. 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