Giovanny was an investing journalist for CNBC PRO, where he developed premium content for an audience of sophisticated investors.
Breakingviews says that while Oracle's impressive growth is promising, competition from Amazon and Microsoft looms.
The full interview with Toni Sacconaghi.
Credit Suisse reiterates its $40 price target and outperform rating for Cisco, citing its move toward subscription and services sales.
Mohammed bin Salman replaces his cousin as heir. Giving him a firmer hand to push economic reform, but less incentive.