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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. Options volume relatively light ...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/the-fly/cboe-data-shows-mixed-options-sentiment-in-applied-materials-with-shares-up-0-92-thefly-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/the-fly/cboe-data-shows-mixed-options-sentiment-in-applied-materials-with-shares-up-0-92-thefly-news?utm_source=itigerup.com&utm_medium=referral","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":"tipranks_highlight","symbols":["LU2543165471.USD","BK4519","LU0476273544.USD","LU1642822529.SGD","LU1989773731.SGD","IE0009356076.USD","LU0061474705.USD","LU0354030511.USD","LU1815333072.USD","BK4147","LU0354030438.USD","RDVI","BK4585","LU0949170772.SGD","AMAT","LU0787776722.HKD","LU1674673428.USD","AMAU","QQQG","UYM","WUGI","LU0276348264.USD","LU0868494617.USD","XNTK","SHOC","SMH","LU2028103732.USD","GB00BDT5M118.USD","LU2106854487.HKD","BK4516","LU2413666426.HKD","RDVY","SOXQ","LU1003077747.HKD","IE00BQXX3F31.USD","IE00BQXX3D17.EUR","TDV","APMI","AMA","BK4518","BK4534","LU1868836591.USD","EPAI","BK4543","PSI","CHPS","LU0081259029.USD","LU0238689110.USD","TINY","LU1989763005.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666557847","title":"Dell Results Should Sustain Above Long-Term Targets on AI Infrastructure Demand, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666557847","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666557847?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:45","pubTimestamp":1789137909,"startTime":"0","endTime":"0","summary":"Dell Technologies'  results should sustain above long-term targets amid enterprise demand for AI investments, compute modernization, storage expansion, and PC refresh, RBC Capital Markets said in a Thursday research report.The company's portfolio spanning compute, PCs, storage and servers, alongside its install base and flexible consumption options, positions it for continued market share gains, analysts wrote.The brokerage said it views the operating environment as supply-constrained, primarily because of memory constraints, rather than demand-limited, and expects meaningful backlog to persist through fiscal 2027, providing visibility into the next fiscal year, according to the note.A richer mix, better attach rates, and the completion by year-end of the transition to Dell's proprietary storage products could help the company's Infrastructure Solutions Group sustain or even expand operating margins within its 10% to 14% framework, according to RBC.The brokerage said it initiated cover","market":"us","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://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU0211326839.USD","FXL","LU0052756011.USD","LU0211326755.USD","LU0128525689.USD","LU0310800965.SGD","BK4170","LU2265009873.SGD","LU0496365809.HKD","LU0345770308.USD","LU0345770993.USD","BK4585","BK4588","BK4515","LU1823568750.SGD","LU2065171402.SGD","LU0267386448.USD","LU0976567544.SGD","DLLL","LU1046421795.USD","LU1235294995.USD","BK4535","WLDR","LU1804176565.USD","LU2065171311.SGD","LU1267930227.SGD","LU2065170008.USD","DELL","BK4543","LU2065169927.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666573708","title":"Dell Stock Price Forecast: Gains Over 11% to Hit New Record High, Next Price Target to Surpass $600","url":"https://stock-news.laohu8.com/highlight/detail?id=2666573708","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666573708?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:43","pubTimestamp":1789137807,"startTime":"0","endTime":"0","summary":"On September 11, Eastern Time, Dell Technologies (DELL) shares reached an intraday high of $567.75, setting a new record high with a gain of over 11%. RBC Capital recently initiated coverage on Dell with an \"Outperform\" rating and a price target of $640. RBC believes that enterprise investment in AI, computing modernization, storage expansion, and PC replacement demand will support Dell's performance in consistently exceeding its long-term targets. Analyst David Paige stated that Dell's end-to-end portfolio across computing, PCs, storage, and servers, combined with its massive installed base, industry-leading supply chain capabilities, and flexible consumption models (such as subscription-based delivery), positions the company to continue capturing market share.","market":"fut","thumbnail":"https://resource.tradingkey.com/uploads/20240819/9fa53cbfa2f1458bbeba6327cfcd8d24dell2.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20240819/9fa53cbfa2f1458bbeba6327cfcd8d24dell2.jpg"],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262163825-dell-all-time-high-rbc-outperform-price-target-ai-server-pc-refresh-storage-600-tradingkey","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":["BK4543","LU0976567544.SGD","WLDR","LU0128525689.USD","LU0211326839.USD","LU0052756011.USD","BK4588","LU2065170008.USD","LU2265009873.SGD","LU2065169927.USD","DLLL","LU0211326755.USD","FXL","LU0345770308.USD","LU0310800965.SGD","LU0345770993.USD","BK4515","BK4585","LU1046421795.USD","LU1267930227.SGD","LU2065171311.SGD","LU1823568750.SGD","DELL","LU0496365809.HKD","BK4535","LU2065171402.SGD","LU1235294995.USD","BK4170","LU1804176565.USD","LU0267386448.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":127,"pageCount":46,"totalSize":2539,"code":"91000000","status":"200"}]}}