Oracle Corporation

Quantinuum is putting its Helios quantum computer inside Oracle Cloud, pairing quantum power with AI as revenue and bookings surge in Q2.

What changed against expectations was pricing power rather than the revenue line, and the open question is how fast scale turns into margin against the cost of the debt behind the build.

Oracle is planning fresh layoffs before September as debt and AI infrastructure spending squeeze cash flow, according to a new report.

Strong AI demand may already be priced in.

Oracle shares rally as Amazon partnership targets growing AI workloads

On-location productions in Los Angeles held just 4,711 shoot days in Q2, according to industry group FilmLA, down 13% year-over-year.

AI infrastructure and chips in focus.

MongoDB (MDB) is expected to see continued Atlas growth when it reports fiscal Q2 results, with inve

Oracle's Nathan Thomas and AWS's Ganapathy Krishnamoorthy joins Kristen Scholer on NYSE Live to discuss their expanded collaboration

CoreWeave's revenue has doubled for four straight quarters and its backlog dwarfs most competitors, yet the stock sits well below its peak. Whether the leverage and cash burn cancel out the growth story depends on one critical question our model tries to answer.

Good things could be on the horizon when a stock surpasses the 50-Day simple moving average. How should investors react?

Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

Expanded integration helps joint customers modernize ServiceOps and deploy AI-driven capabilities across hybrid and multicloud environmentsSUNNYVALE, Calif., Aug. 13, 2026 (GLOBE NEWSWIRE) -- BMC Helix, a leading provider of ServiceOps software, bringing together IT Service Management and Operations into software solutions that help the world’s most forward-thinking organizations reset the limits of IT, today announced an expanded collaboration with Oracle to help enterprises modernize ServiceOp

The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

2026 has been a hard year to work in tech, even at companies posting record revenue. Salesforce trimmed its support division nearly in half earlier this year, then quietly cut more jobs in an AI-related shakeup in February. The justification each time is the same: Artificial intelligence made the ...

SpaceX just joined the hyperscaler club, helping push projected 2027 AI capex to $1.15 trillion. That could fuel another wave of demand for chips, memory, power, and cooling.

Oracle stock has delivered an 84.4% gain over the past 5 years. After a sharp pullback over the last year, investors are again asking whether the current price around US$153 still leaves room for value. Over 5 years, Oracle has returned 84.4%, which places recent weakness in the context of a longer track record of value creation for shareholders. AI and quantum partnerships tied to Oracle Cloud, such as recent work with Quantinuum and Google Cloud, can support expectations for future cash...

Today, Aug. 12, 2026, the AI cloud infrastructure provider's stock jumped 34% as AI cloud demand surges.

After a steep fall from its highs, Salesforce looks cheap next to the market, forcing investors to decide if the software giant is a bargain or a broken business.

Dunamis Woman Enterprise, a faith-based organization that offers community, courses, and coaching to support women's personal growth and development, has announced they have been ranked No. 3,465 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth while driving innovation, creat

Oracle (NYSE:ORCL) just gave its cloud story a new frontier. On August 12, the company announced a multi-year partnership with Quantinuum to bring quantum computing to Oracle Cloud Infrastructure, adding one more growth narrative to a stock that has already been on a wild ride. The deal is the clearest sign yet that Oracle wants […]

Oracle shares rallied Thursday after two neoclouds posted blowout earnings, but does this AI tailwind justify the stock's risks?

Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.

Quantinuum topped analysts’ estimates in its first quarterly report as a public company, but the real story may not be in the numbers. As an early-stage company, Quantinuum’s revenue is heavily tied to individual contracts and milestone deliveries. The company “delivered a strong first quarter as a public company,” Jefferies analyst Kevin Garrigan said, noting that revenue, guidance, and bookings all came in ahead of Street estimates.

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]

Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.

Nebius Group N.V. (NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years. Nebius now expects to...

The average brokerage recommendation (ABR) for Oracle (ORCL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Horatio, a global leader in AI-enabled business solutions and tech-powered talent, today announced it has been named No. 1,745 on the 2026 Inc. 5000, the annual list of America's fastest-growing private companies. The prestigious ranking provides a data-driven look at the nation's most successful independent businesses based on revenue growth over the past three years. Past Inc. 5000 honorees include Microsoft, Meta, Chobani, Under Armour, Patagonia, Oracle, and many other industry-leading compa

With 54 analysts piling into the same corner and Azure crossing a milestone Wall Street almost missed, one overlooked risk buried in Microsoft's balance sheet could change the entire calculus for buyers stepping in now.

BOSTON, August 12, 2026--AcuityMD, the AI platform for MedTech, today announced it has been named to the 2026 Inc. 5000 list of the fastest-growing private companies in America. AcuityMD ranked No. 316, driven by 1,061% three-year revenue growth – roughly 10 times the median revenue growth rate of 130% among 2026 Inc. 5000 honorees. The company also ranked No. 28 out of 362 software companies on the list. This marks AcuityMD’s first appearance on Inc. Magazine’s prestigious annual ranking.

Recognized for 250% Revenue Growth, Litigation Exposure Management Company Gives Insurers and Law Firms Clear Visibility Into Emerging RiskNEW YORK, Aug. 12, 2026 (GLOBE NEWSWIRE) -- Darrow, a technology organization specializing in litigation exposure management, today secured a spot on the 2026 Inc. 5000 list, the annual ranking of the fastest-growing private companies in America. The list recognizes independent and entrepreneurial businesses that have achieved notable growth while driving inn

A plan for Wall Street to underwrite data center debt partially backed by Nvidia could add fresh fuel — and risk — to the AI boom.

Quantinuum (NASDAQ:QNT) reported second-quarter 2026 revenue of $8 million, up 279% from the prior-year period, in its first earnings call as a public company following its June initial public offering. Chief Executive Officer Raj Hazra said the company is pursuing leadership across quantum hardwar

Oracle slashed its workforce by 13% in fiscal year 2026.

Bank an upfront income you keep unconditionally, plus the chance to buy the stock for less if its price tumbles.

Quantinuum topped analysts’ estimates in its first quarterly report as a public company, but the real story may not be in the numbers. As an early-stage company, Quantinuum’s revenue is heavily tied to individual contracts and milestone deliveries. The company “delivered a strong first quarter as a public company,” Jefferies analyst Kevin Garrigan said, noting that revenue, guidance, and bookings all came in ahead of Street estimates.

Check out our earnings calendar for this week, as well as our previews and recaps of the more noteworthy reports.

Burry is betting against Oracle as the company ramps up AI infrastructure spending and takes on billions in future commitments.

Here’s a way to get paid a cash income now on your ADP shares, income you keep no matter what, in exchange for capping your gains at a price above today's.

The market has punished this software giant’s stock as if its business model were cracking, yet its financial engine continues to run with remarkable efficiency.

Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.” The Big Short investor disclosed the trade on his Substack last week alongside a short on...

Microsoft's business is firing on all cylinders, yet its stock has lagged its peers. The market is either seeing a problem ahead or offering a rare opportunity.

Quantinuum (NASDAQ: QNT), a leading quantum computing company, and Oracle today announced a multi-year strategic partnership to bring quantum computing to Oracle Cloud Infrastructure (OCI). Under the partnership, OCI customers will be able to directly access Quantinuum's Helios, the most accurate commercial quantum computer in the world,[1] through OCI's quantum service, alongside OCI's high-performance computing (HPC) and GPU infrastructure.

Oracle and Quantinuum have partnered to deploy the Helios trapped-ion quantum computer directly inside an Oracle Cloud (OCI) data center, offering enterprise clients seamless hybrid quantum-AI cloud computing.

Oracle just hit a fresh 52-week low, while its AI backlog is exploding.

Quantinuum (NASDAQ: QNT), a leading quantum computing company, and Oracle today announced a multi-year strategic partnership to bring quantum computing to Oracle Cloud Infrastructure (OCI). Under the partnership, OCI customers will be able to directly access Quantinuum's Helios, the most accurate commercial quantum computer in the world,[1] through OCI's quantum service, alongside OCI's high-performance computing (HPC) and GPU infrastructure.

Bloom Energy's massive time-to-power advantage has sent the stock soaring.

NVIDIA just picked a side in the AI cloud wars, and the market responded by punishing one company while rewarding another. Find out why one neocloud surged while a giant stumbled when billions in fresh capital started moving.

LEXINGTON, Mass., August 11, 2026--VulnCheck, The Exploit Intelligence Company, today announced that it ranked No. 478 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. With 717% three-year revenue growth, VulnCheck placed in the top 10% of all honorees and among the top 10 fastest-growing cybersecurity companies on the list.

Even owning TikTok may not be enough to save Oracle stock.

Company Recognized for 100% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent BusinessesAustin, TX, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Brevo today announced it has been ranked No. 1306 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation’s most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth whi

Oracle just posted numbers that sent its backlog into record territory, yet the stock sits near a 52-week low. Whether that gap represents a generational buying opportunity or a debt-fueled trap depends on one question the market has not yet answered.

MSFT's AI data center push is driving strong cloud growth, but soaring capex is testing margins, cash flow and the durability of returns.

ORCL's AI infrastructure bet is driving rapid cloud growth and huge contracts, but soaring spending and debt raise balance-sheet risks.

Oracle today announced new Oracle Fusion Agentic Applications and AI agents for HR to help organizations accelerate workforce development, strengthen internal mobility, and respond to emerging skills needs. The new Fusion Agentic Applications for HR are powered by coordinated teams of specialized AI agents that are outcome-driven, proactive, reasoning-based, and engineered for enterprise execution. Built into Oracle Fusion Cloud Applications, Fusion Agentic Applications for HR can help make and

Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners of Wall Street.

[220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Virtual Clinical Trials Market size & share revenue was valued at approximately USD 8.8 Billion in 2024 and is expected to reach USD 8.9 Billion in 2025 and is expected to reach around USD 15.8 Billion by 2034, at a CAGR of 5.8% between 2025 and 2034. The key market players listed in the report with their sales, revenues and strategies are ICON plc, Parexel Internati

Kinectify Recognized for 820% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent BusinessesLAS VEGAS, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Kinectify, the leading provider of AML compliance software purpose-built for the gaming industry, today announced it has been ranked No. 427 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation’s most successful independent an

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant.

Company Recognized for 1,114% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent BusinessesNASHVILLE, Tenn., Aug. 11, 2026 (GLOBE NEWSWIRE) -- RxLogic, a leading technology company that performs fully compliant pharmacy benefit operations with easy, rapid implementations, today announced it has been ranked No. 306 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the

Shippo, the leading shipping platform for modern e-commerce, today announced it has been ranked No. 3,839 on the 2026 Inc. 5000, the annual list of America's fastest-growing private companies. The prestigious list recognizes independent businesses that have achieved exceptional revenue growth while driving innovation, creating jobs, and shaping the future of the U.S. economy. Past Inc. 5000 honorees include Microsoft, Meta, Oracle, Chobani, Patagonia, and many other companies that have gone on t

Inc., the leading media brand and playbook for the entrepreneurs and business leaders shaping our future, today announced that West Physics is No. 4253 on the annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America. The list provides a data-driven snapshot of the most successful companies within the economy's most dynamic segment—its independent, entrepreneurial businesses. Past honorees include household names such as Microsoft, Meta, Intuit, Unde

The disruptive cloud-based brokerage shatters records in its first year on the prestigious list, securing the #1 spot in Houston and #2 in Texas following exponential, multi-million-dollar revenue growth. NEW YORK CITY, NY / ACCESS Newswire / August ...

Three years of growth as CPG brands move excess inventory from write-off to recovered revenue BOSTON, MA / ACCESS Newswire / August 11, 2026 / Spoiler Alert today announced it has joined the ranks of the annual Inc. 5000 list of the fastest-growing ...

BillingPlatform, the leader in AI-native monetization for global enterprises, today announced that for the sixth year in a row it has been named as one of America's fastest-growing private companies on the 2026 Inc. 5000 list, achieving 475% revenue growth over the past six years. The list is the most prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth while driving innovation, creating jobs an

Recognition follows the agency’s coast-to-coast expansion and initial entry into Southeast AsiaLOS ANGELES and NEW YORK, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Elev8 New Media (“Elev8”), an award-winning boutique public and media relations agency, announced it has been named to the 2026 Inc. 5000 list, the annual ranking of the fastest-growing private companies in America. The Inc. 5000 recognizes the country’s most successful independent businesses based on percentage revenue growth over a three-yea

LeadCoverage Recognized for 49% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent BusinessesATLANTA, Aug. 11, 2026 (GLOBE NEWSWIRE) -- LeadCoverage, the largest go-to-market agency serving the supply chain, freight, and logistics industry, has been ranked No. 2832 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America, for the fifth year in a row. The list is the most prestigious ranking of the nation’s most success

More Than 100x Three-Year Revenue Growth Earns beehiiv a Place Among the Nation's Most Successful Independent Businesses The Inc. 5000 Builds on beehiiv's Summer Release Event and a Year of Industry Recognition Across Advertising, Media and Technology, Including ADWEEK AI Power 50, ADWEEK Tech Stack Awards, New York City Podcast Awards and Webby Award Nominations NEW YORK, Aug. 11, 2026 (GLOBE NEWSWIRE) -- beehiiv, the newsletter-first publishing platform built for creators and brands to own the

Company Recognized for Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent BusinessesSAN FRANCISCO, Aug. 11, 2026 (GLOBE NEWSWIRE) -- RemoFirst today announced it has been ranked No. 233 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation’s most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth wh

With greater than 4X revenue growth year-over-year, this marks Payabli’s third time on the list – jumping from No. 141 to No. 43.MIAMI, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Payabli, the leading embedded payments and fintech infrastructure company, today announced it has been ranked No. 43 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation’s most successful independent and entrepreneurial businesses,

Intel could price the offering at around $95 per share or above, according to Bloomberg’s sources, which would be a 6.5% discount from Friday’s stock price.

(Bloomberg) -- Intel Corp. is seeking to increase the amount it’s raising in a share sale to about $20 billion, according to people familiar with the matter, a third more than it was targeting when it announced the deal Monday morning.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling $56 Billio

Michael Burry is betting against Nebius over its massive AI infrastructure spending, but strong customer commitments and surging demand could make the short thesis harder to justify.

Michael Burry disclosed a short position in Nebius Group that was initiated at $211.77 per share.

Salesforce stock has fallen to a price floor that has launched powerful rallies before, forcing investors to decide if the company's booming AI business can overcome its current challenges.

STORY: "We think the fundamentals are positive," on healthcare companies, Isherwood said. "We also think AI tools have potential to help drug development accelerate."But the AI trade itself is "concerning," he said."We've watched, actually the credit markets where we've seen Oracle CDS (credit default swaps) blow to levels consistent with where they were last in the financial crisis," Isherwood explained. "We've also seen Nvidia's tick up past 50 basis points, which we consider the market starti

Microsoft showered investors with one of the largest cash returns on the market, but the real story is what that spending says about the tech giant's future.

Fastly shares are staging one of their biggest single-day rallies of the year, and the reasons behind the surge reveal a shifting dynamic across the entire AI-cloud sector that investors may not have seen coming.

Nvidia Bets Billions on AI Power: Chip Giant Eyes $3 Billion Lancium Deal

Ellison’s net worth rose Monday as Oracle shares jumped nearly 2%.

The useful question for a holder is not which way this breaks, but how much of the position the priced band puts in play.

Oracle is putting a far larger share of revenue into building capacity than at any point in its fourteen-year record, and free cash flow has gone from about a third of revenue to negative.

The only fresh operating news of the week does not come online for another two years.

Intel just chose to sell $15 billion worth of its own stock rather than borrow more money, and shareholders are already paying the price. The question hanging over the entire AI infrastructure boom is whether anyone building it will ever generate enough cash to justify the cost.

Adobe has deliberately traded near-term recurring revenue for free users, and the option chain is charging for the uncertainty that leaves behind.

Michael Burry just doubled down on his bearish AI bets even as semiconductors roar back, but one short in his portfolio stands out as a head-scratcher that may reveal a flaw in his entire thesis.

Salesforce's 17% drop reflects broader software pressure, but resilient growth, rising AI ARR and a lower valuation offer reasons to hold CRM.

SAN CARLOS, Calif., August 10, 2026--Cowboy Space Corporation, the orbital infrastructure company founded by Robinhood co-founder Baiju Bhatt, today announced the appointment of John Sarkis as Global Head of Sales. Sarkis will lead global data center sales strategy and execution as Cowboy expands its commercial operations.

Software is eating the world, and virtually no business is left untouched by it. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 30.3% over the past six months, outpacing the S&P 500’s 10.9% rise.

Oracle shares have shed a third of their value since last December, yet something in the company's latest earnings report has one investor hitting the buy button harder than ever before.

Recent price move and context for CPI FIM CPI FIM (BDL:ORCL) shares recently closed at €0.75, with the stock down over the past day and past 3 months but higher over the past month. Investors may reassess this Luxembourg based real estate owner’s risk and return profile. See our latest analysis for CPI FIM. Set against a weaker year to date share price return of 25% and a 1 year total shareholder return decline of 21.88%, CPI FIM’s recent 6.38% 1 month share price gain hints at stabilising...

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $37.93 as of August 6th 2026. IREN’s trailing and forward P/E were 47.82 and 136.99 respectively according […]

Oracle (NYSE: ORCL) and Google Cloud are expanding their partnership to bring Google's Gemini AI models into Oracle's enterprise applications. The collaboration will make Gemini's multimodal AI tools available across Oracle's cloud and business software stack. Enterprise customers are expected to gain more options for building AI powered workflows and analytics on Oracle's platforms. Oracle is far from the only stock tied to the build out of AI capabilities across software and...

AMD's Data Center business just posted 57% year-over-year growth, but whether that momentum can carry a $5,000 investment to a meaningful return by 2031 depends on three drivers and three risks that pull in opposite directions.

Oracle Corp. stock fell more than 3% in Thursday’s premarket session as investors reassessed the software giant’s aggressive AI spending strategy amid a mixed broader market. Nasdaq futures slipped 0.4%, while S&P 500 futures edged up 0.2%. The decline comes...

Yahoo Finance host Jared Blikre and The Wealth Consulting Group Chief Market Strategist Talley Léger discuss market leadership shifting from tech concentration to diffusion, explaining why investors must take a 'leap of faith' on massive AI capital spending by tech hyperscalers like Alphabet (GOOG), Meta (META), and Microsoft (MSFT).

Beyond GPUs, AI's next winners may emerge across networking, software and quantum as investment broadens and governments boost next-gen computing.

Oracle’s AI business is booming, but investors are increasingly focused on the cost of turning record demand into real profits.

Michael Burry has been building short-semiconductor-book lately. I covered his Micron short, his Caterpillar bet, and his SOXX position. His pattern has been consistent. He first identifies a narrative the market treats as infallible, finds the structural vulnerability underneath it, and waits. ...

Burry sees leverage building beneath soaring cloud demand

Oracle Corp (NYSE:ORCL, XETRA:ORC)'s price target was cut to $245 from $285 by UBS, which maintained its 'Buy' rating on the stock while citing risks around rising AI infrastructure spending, returns on invested capital, credit markets and Oracle’s exposure to OpenAI. The analysts wrote that...

The build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.

The risk to Microsoft stock is not demand but what serving that demand now costs, and the company's own outlook already points margins lower.

Epistrophy Capital Research chief market strategist Cory Johnson explains why he's bullish on Oracle (ORCL).

The options market is pricing a vast range of outcomes for the creative software giant, and if you hold the shares, you are already exposed to the full ride.

(Bloomberg) -- When BlackRock Inc. sought to raise billions in debt financing for a Meta Platforms Inc. data center, there was one type of investor the asset management giant wanted to avoid: those looking for a quick profit.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s

Amazon just raised its artificial intelligence (AI) budget to $220 billion, up from a prior estimate of $200 billion.

Cloud companies’ capex would run at roughly 3% of the U.S. GDP every year from 2027 to 2029, up from 0.3% of GDP in 2019 and 1.4% in 2025, according to a top economist.

“This is like the best of all worlds for retirees,” says one investment specialist. Thank rising yields on bonds and strong stock performance.

Alphabet launched a 10-part bond offering after raising its 2026 capital spending forecast to fund AI infrastructure and other corporate needs.

Yahoo Finance Markets and Data Editor Jared Blikre joins Market Domination to discuss Alphabet (GOOGL, GOOG) following the tech giant's $25 billion debt raise, the latest move in the hyperscalers' AI infrastructure spending race.

A modest earnings premium sits on top of one exceptional margin, and the AI build-out is now pressing on that margin.

Nebius has been one of 2026's most explosive AI infrastructure plays, but a rumor about a famous short-seller and a stretched valuation are rattling investors who are now eyeing the exits toward Cloudflare, CoreWeave, Snowflake, and Oracle.

Bezos' planned $4B AMZN share sale sparks a pullback, but strong AWS, AI and retail momentum suggest the move doesn't alter the company's growth story.

Alphabet launched a 10-part bond offering after raising its 2026 capital spending forecast to fund AI infrastructure and other corporate needs.

LAS VEGAS, August 06, 2026--Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Company™ and the leading third-party support provider for Oracle, SAP and VMware software, today announced that Khimji Ramdas Group, one of Oman’s largest privately held conglomerates, has selected Rimini Support™ for SAP, a move that has helped the organization reduce costs, reinvest savings in AI innovation and maintain its highly customized SAP ECC 6 environment with zero downtime.

Investing.com - U.S. stock index futures hovered around the flatline on Thursday as investors awaited developments over a potential agreement to reopen the Strait of Hormuz, while renewed concerns over the sustainability of the artificial intelligence spending boom pressured technology shares.

Michigan's data center buildout is reshaping the math for one overlooked regulated utility, and most defensive-sector investors haven't caught on yet. Here is where we see DTE Energy heading before the year ends.

Oracle just sent out its latest dividend checks, and the gap between what its largest shareholder collected and what a serious retail investor pocketed reveals something striking about how the same stock can deliver radically different financial realities.

“This is like the best of all worlds for retirees,” says one investment specialist. Thank rising yields on bonds and strong stock performance.

While investors focus on subscription seats, a different engine is firing up. Adobe is aggressively pivoting to a freemium model, nearly doubling its Creative Freemium monthly active users in a single year. This strategic shift is designed to capture a new generation of users through products like Firefly and Express. The company is trading near-term growth for a much larger top-of-funnel.

At $190.99, Salesforce (CRM) looks set up for roughly 24% of upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest move is defensible. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

The company's exposure to OpenAI remains the main talking point among equity and bond investors.

NOW's 23% YTD drop reflects AI competition and valuation concerns, even as subscription growth and AI monetization remain strong.

The "infrastructure as power" approach faces skepticism. Meanwhile, Tencent's Hy3 model, integrated into its free WorkBuddy AI workspace for global users.

Oracle's latest dividend payment landed very differently depending on who was collecting it. The gap between the company's biggest shareholder and a serious retail investor reveals something striking about how wealth actually compounds at scale.

[220+ Pages Latest Report] According to a market research study published by Healthcare Foresights, the demand analysis of Global Generative AI In Clinical Trials Market size & share revenue was valued at approximately USD 0.74 Billion in 2025 and is expected to reach USD 0.81 Billion in 2026 and is expected to reach around USD 1.86 Billion by 2035, at a CAGR of 9.63% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are IQVIA Holdings I

Oracle's disappointing stock performance over the past year has done little to dampen Wall Street's optimism, with analysts remaining firmly bullish on its outlook.

MSFT's Azure tops $100B in annual revenues as AI and cloud growth accelerate, but can strong fundamentals outweigh valuation and spending concerns?

SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.

Oracle's AI Expansion Comes Under Pressure as Default Risk Surges

Berkshire Hathaway, Micron and Oracle highlight today's top stock reports, with updates on growth drivers, strengths and key risks shaping their outlooks.

Burry’s trades come just as Big Tech delivered a robust set of quarterly earnings.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) delivered close to the quarter the bulls wanted, and the shares fell almost 9% anyway. Revenue of $11.5 billion was up 50% year on year and ahead of the $11.28 billion consensus, while adjusted earnings of $1.66 a share beat forecasts of...

[220+ Pages Latest Report] According to a market research study published by Healthcare Foresights, the demand analysis of Global eClinical Solutions Market size & share revenue was valued at approximately USD 11.50 Billion in 2025 and is expected to reach USD 13 Billion in 2026 and is expected to reach around USD 42.55 Billion by 2035, at a CAGR of 13.98% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are Datatrak International Inc.,

The Hackett Group (NASDAQ:HCKT) reported second-quarter 2026 revenue before reimbursements of $68.3 million and adjusted diluted earnings per share of $0.34, as the consulting firm continued its transition toward an AI-enabled, platform-led sales and delivery model. Revenue before reimbursements in

Advanced Micro Devices reported solid but unspectacular second-quarter earnings and its shares were falling more than 8% ahead of the open of trading Wednesday. While investors were focused on the chip maker’s earnings call, SpaceX CEO Elon Musk delivered a blow, revealing that the rockets and satellites company will be exclusively using chips from AMD rival Nvidia “Going forward we’ve decided to build exclusively on Nvidia because we think the Vera Rubin architecture is the best architec

In the closing of the recent trading day, Oracle (ORCL) stood at $145.74, denoting a +2.74% move from the preceding trading day.

Berkshire Hathaway, Micron and Oracle lead today's top stock reports, highlighting key growth drivers, opportunities and risks shaping their outlooks.

The technology giant is returning an unusual amount of cash to shareholders, but the market sees a crack in the machine. Here's what's really going on.

SNOW's AI push and customer growth fuel a strong rally, but premium valuation, margin pressure and rising competition pose risk.

With CAPEX expanding, enterprise backlogs swelling, and the juiciest margins in history, the AI bullish narrative remains intact.

Cloud computing giant Oracle Corp is on the cusp of a junk-grade credit rating and its shares have tanked as the artificial intelligence hyperscaler becomes the fall guy of investors' concerns over the sector's debt-fuelled spending binge. The U.S. multinational is an outlier among top software firms racing to buy chips and build computing power to leapfrog the AI boom, forced by its limited cash reserves to borrow heavily and undertake massive long-term leases. The extent of the splurge came

Nvidia reports fiscal 2027 second-quarter earnings on Aug. 26.

Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting on the sidelines.

Investors are torn between walking away from the AI trade as spending soars with little ROI to show for it, and staying in for fear of missing the next bull run. One analyst is clear: some of the biggest AI infrastructure players won’t survive this shakeout, and Oracle is at the top of his worry […]

Heavy AI infrastructure spending has increased reliance on debt financing.

The company long defined by its professional-grade creative tools is now pursuing a radically different customer. It is retooling its entire user acquisition model to serve billions of consumers through a freemium funnel. This strategic pivot is already showing results, nearly doubling its Creative Freemium monthly active users in the last year alone. The goal is no longer just power and precision for experts but mass adoption.

The earnings multiple has come all the way down to the market's, while the build-out behind the story keeps pushing gross margin lower.

Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.

Oracle (NYSE:ORCL) shares rallied 9. 22% on Monday, August 3, extending their recent recovery and lifting the stock’s gain over the past week to 18.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Pimco is reshaping AI data center debt by setting stricter financing terms, starting with Oracle's $16B Michigan campus financing.

Elon Musk became the world’s first trillionaire earlier this year with the SpaceX IPO adding to his net wealth. While Musk’s net worth has dropped with a declining stock price for both SpaceX and Tesla Inc, he remains head and...

Microsoft's growth story is undeniable, but its latest earnings call revealed the one question that truly matters: who is paying for the large AI buildout, and what happens if they stop.

Oracle stock sits 28% in the red while cloud peers celebrate a banner year, and the gap comes down to one brutal question: can a $638 billion backlog and a mountain of AI debt actually produce the earnings needed for a recovery?

AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a stumble is coming.

Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech giants' cloud computing backlogs support their strong spending plans.

Accelerating demand reported by major cloud providers improved sentiment toward infrastructure companies across the AI investment cycle.

Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.

The company’s $30 billion electric utility capital investment plan was unchanged from the first quarter, officials said during the second-quarter earnings call.

Salesforce has shed nearly a third of its value this year while continuing to beat earnings estimates, and at least one analyst on Wall Street thinks that disconnect sets up a return most investors are not pricing in.

Shares of hyperscaler companies climbed higher on Monday.

Oracle is catching a double tailwind from easing geopolitical tensions and an expanded AI partnership with Alphabet.

Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second quarter of 2026, outperforming the Russell 1000 Growth Index’s 16.74% gain as strong stock selection and an overweight position in healthcare supported results. The […]

A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.

Which hyperscaler's balance sheet could ride out a rough stretch, and which couldn't? The gap between Microsoft and Oracle is wider than their spending suggests.

Larry Ellison's Oracle gambled its balance sheet on an AI future that analysts are now calling the most dangerous financial bubble in history, and the bill is coming due faster than anyone expected.

Oracle's big DoD contract is a reason to buy Oracle stock, not sell it.

AI spending is ramping up, but this tech stock looks like a good deal.

Salesforce shares cratered 30% this year before staging a surprise July reversal, and now a proprietary model is pointing to a very specific price target that cuts against the bearish narrative still dominating Wall Street.

Nvidia and Oracle shareholders are losing patience, but now is not the time to ditch these tech giants.

Bloom Energy (BE) makes solid oxide fuel cell systems that allow data centers to generate electricity on-site rather than waiting for a new connection to the power grid. Its Energy Servers provide the constant electricity required by artificial intelligence data centers. One of Bloom’s largest ...

Major tech stocks are on the move in premarket trading for Friday. This is especially true with Apple, which is getting hammered.

IBM's 2026 pullback improves its price, but modest growth, leverage and a still-full valuation keep the stock from looking clearly cheap.

Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case for a $500 share price by 2027 looks audacious on the surface, but one critical number in the earnings report suggests the market is misreading what comes next.

Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new partnership just gave that thesis a serious jolt.

While investors chase chipmakers and AI startups, this earnings season quietly revealed a group of companies already converting signed customer commitments into surging cash flow, and the math behind their advantage may surprise you.

BLKB's low valuation and strong cash flow support buybacks, but weak growth, retention pressure and leverage keep the stock's upside in check.

BLKB is embedding supervised AI agents across fundraising, education and finance to deepen platform use, though near-term revenue gains remain limited.

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.

After a sharp sell-off, a technology stalwart looks cheap. The market sees a warning, but the numbers might be telling a different story.

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

A star analyst says the market is valuing Oracle's massive OCI-driven backlog at essentially nothing, and one investor thinks that mispricing opens a door that deep-value bulls cannot afford to ignore much longer.

Stock buybacks are near historic highs. But their biggest benefit to investors — making each remaining share more valuable — is fading in the era of the AI spending boom.

The fund had also offered some investors the option to buy assets in its portfolio, according to a Financial Times report.

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

Despite the recent selloff among chip stocks, the long-term demand drivers supporting advanced GPUs and AI memory solutions remain firmly in place.

Get paid a handsome income now for simply agreeing to buy this tech giant later, at a price well below today's, and you keep that income no matter what the stock does.

Microsoft stock records best day since 2008 on strong cloud revenue.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at whether stock buybacks enacted by Big Tech names are starting to dry up as these companies begin to spend more on AI.

Former OpenAI researcher Leopold Aschenbrenner’s $20-billion AI-focused fund is unwinding public equity bets as the sector’s recent selloff takes its toll.

Oracle is riding a double wave today: a deeper Google partnership and Microsoft's blockbuster cloud earnings.

Beaten-down Oracle stock got a big lift Thursday following news that it will expand a partnership with Google parent Alphabet. Strong results from enterprise tech rival Microsoft are also likely providing a boost. An expanded partnership will bring Google's Gemini models to Oracle's portfolio of enterprise applications, the companies announced in a joint press release.

You pay less than the market for Adobe on earnings and cash flow, and what comes with the discount is a growth engine management is deliberately rebuilding.

AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.

The company's guidance method excluded a product it had only just launched, and management said so two months before the run began.

The development comes as investors are closely watching AI infrastructure spending, with major technology companies increasing capital expenditure to support AI demand.

Oracle (NYSE:ORCL) shares gained 3. 3% on Thursday after the company announced a significant expansion of its partnership with Google (NASDAQ:GOOG), bringing Google’s Gemini artificial intelligence models deeper into Oracle’s enterprise software portfolio.

Oracle and Google Cloud have expanded their partnership to bring Google's Gemini models to Oracle's extensive portfolio of enterprise applications. The partnership builds on customers' existing access to Gemini models through Oracle Cloud Infrastructure (OCI) Enterprise AI and is planned to make Gemini models available in Oracle AI Agent Studio for Fusion Applications, a complete development platform that enables organizations to build, connect, execute, and run AI automation and agentic applica

The recognition comes as the Oracle Platinum Partner expands AI as a Service.ATLANTA, July 30, 2026 (GLOBE NEWSWIRE) -- GSI, Inc., a leading provider of ERP, ITSM, and AI-driven solutions, has been named to Accounting Today's 2026 VAR 100, ranking No. 46 among the largest value-added resellers of accounting and ERP software in North America. The list ranks firms by their most recent fiscal-year revenue in the category. It is GSI’s second consecutive year on this list. GSI has built its business

Investors are punishing hyperscalers for their massive AI spending sprees, but the real danger may lurk on the opposite side of the ledger. One company has found a way to sidestep the whole dilemma entirely, and it reveals something important about who actually wins this race.

Bloom Energy just posted record revenue and raised its guidance, yet retail investors are bailing while a short-seller report and class-action inquiry pile on. Find out why analysts and Reddit are reaching completely opposite conclusions about where this stock goes next.

Investing.com -- Oracle (NYSE: ORCL) stock surged 3.3% Thursday morning following a key expansion of its Google Cloud partnership, injecting Google’s flagship Gemini AI directly into Oracle’s enterprise software ecosystem. Shares also benefited from broad strength in tech stocks. Under the deal announced today, Google’s Gemini models are coming to Oracle AI Agent Studio for Fusion Applications—allowing enterprise clients to build, customize, and deploy autonomous AI agents. Oracle also plans to

The generative AI figure that once made its progress checkable is gone from the latest earnings call.

Moby summary of WEC Energy Group, Inc.'s Q2 2026 earnings call

According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.

Rock-bottom prices don’t always mean rock-bottom businesses. The stocks we’re examining today have all touched their 52-week lows, creating a classic investor’s dilemma: bargain opportunity or value trap?

According to Goldman Sachs projections, U.S. data center power demand could more than double from 31 gigawatts in 2025 to 66 gigawatts by 2027. BloombergNEF also estimates that data centers could account for 20% of U.S. electricity consumption by 2035. That would mark almost a four times increase in data center power consumption from current […]

Oracle stock has dropped sharply over the past year, yet valuation checks still lean in its favour, which puts the recent share price weakness at odds with what the broader metrics suggest about value. Oracle shares have fallen 51.5% over the past year, which means the market has sharply reset expectations despite the company remaining a major player in cloud and enterprise software. On the positive side, winning a Pentagon software contract worth up to nearly US$7b can support confidence in...

The promise hasn't changed since December. The stock behind the man who made it has been cut by more than half.

Credit markets are pricing in more risk for the software company than for its hyperscaler peers.

SNOW is strengthening its enterprise AI platform with new security and governance tools as AI adoption grows and product revenue guidance points to 30% growth.

Wall Street analysts have slapped a price target on Oracle implying triple-digit upside, yet the company burned through billions in free cash flow last year while piling on debt. Before trusting that consensus number, there is a balance sheet reality worth examining closely.

Oracle's stock has fallen to a price floor that has launched powerful rallies before, but this time the company arrives with an unprecedented bet on its future.

Amazon's latest borrowing attracted substantially weaker demand as technology companies issued $194 billion to finance AI investment.

Oracle's credit-default-swap cost substantially exceeds other AI-linked issuers as investors question returns from debt-funded infrastructure.

Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious distress.

Oracle stock has fallen 38% so far this year, and further sell-offs could be in store.

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Mic

You might think S&P 500 stocks already up 362% and 188% this year respectively are played out. But analysts still see huge upside

Wall Street is paying top dollar to buy insurance against tech giants like Meta and Alphabet defaulting on their debt, in a sign that AI spending is seriously worrying the bond market. The five main data center operators— Alphabet Amazon.com Meta Platforms Microsoft and Oracle —are spending huge sums on the artificial intelligence buildout. For 2026, the aggregate free cash flow of the five hyperscalers is estimated to fall to negative $2.8 billion, from $187 billion in 2025.

Caterpillar has benefited from AI's growing demand for power, but is it worth buying the stock?

Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.

DTE Energy (NYSE:DTE) said it earned operating income of $274 million, or $1.32 per share, in the second quarter of 2026 and said results keep it on track to reach the high end of its full-year operating EPS guidance range. President and CEO Joi Harris said the company continued to advance reliabil

AMZN heads into Q2 2026 earnings with AWS growth, Prime Day timing and ad momentum in focus as investors weigh AI spending against margins.

Get paid a handsome income now for simply agreeing to buy this tech giant later, at a price well below today's, and you keep that income no matter what the stock does.

SAP's valuation has reset after a steep selloff, but lower 2026 profit guidance and modest upside cloud the recovery case.

One hyperscaler may already be signaling a capex plateau, and if Jim Cramer's read is right, the selloff cascading through Oracle, Amazon, Alphabet, Meta, and Microsoft has barely started.

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.

Just when it looks as if it can't sink any lower, the sell-off worsens. This discounting can't go on forever, though.

Hyperscalers are expected to fund an increasing amount of their capex with debt.

Nvidia (NASDAQ: NVDA) shares fell 4.99% on Monday to close at $196.51, stripping roughly $250 billion from the chipmaker’s market value and ceding the title of world’s most valuable company to Apple, which rose more than 1% to a market cap of roughly $4.95 trillion on the day. Pre-market pricing on Tuesday points to a further decline, with shares quoted at $194.84 ahead of the open.

Wall Street analysts are still pounding the table on McDonald's, Oracle, and Uber even as all three sink toward 52-week lows, but each stock tells a completely different story about why the gap between price and target has grown so wide.

Investing.com - U.S. chip stocks fell further Tuesday, extending Monday’s losses as a sell-off swept through Asian semiconductor names overnight, with investors fretting over the sustainability the AI industry’s rapid infrastructure buildout and mounting competitive pressure from China.

‘The money has to come from somewhere,’ says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market

Oracle just landed a $7 billion Pentagon deal, reinforcing its AI cloud momentum and giving investors another compelling reason to stay bullish.

Microsoft Corp (NASDAQ:MSFT) is set to report fiscal fourth quarter results this week, with UBS maintaining its ‘Buy’ rating while taking a more balanced tactical stance ahead of the release, citing expectations for higher capital spending alongside steady cloud demand. Following recent...

The software giant sent a torrent of cash back to its owners, yet the stock fell far behind the market. Here’s what that trade-off really bought them.

Oracle is set to report Q1 earnings, with analysts expecting double-digit year-over-year EPS growth.

Tech stocks are trying to take advantage of falling rates.

Oracle was one of the hottest AI stocks just nine months ago -- now it's down more than 63%. What gives?

Microsoft's Azure outlook stays strong ahead of fiscal Q4 results as AI demand outpaces capacity and new platform launches test margin durability.

DTE's Q2 results are likely to reflect grid investments, data center demand and rate-base growth, while higher financing costs could pressure earnings.

A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.

Cisco was the indispensable infrastructure giant of its era, posting real revenue right up until its customers ran out of money and its stock collapsed 86%. Now credit markets are flashing a strikingly similar warning about Nvidia, and the reason has nothing to do with chips.

FTSE 100 up 45 points at 10,781 Oil prices drop as US and Iran pause strikes AstraZeneca and Vodafone report as results season ups a gear 5.35pm: Stocks gain The FTSE 100 added 45 points to finish the day at 10,781 amid a pause in US-Iran fighting. “The resilience of European...

It's a massive week for markets, including a Federal Reserve meeting and earnings from several tech megacaps

Oracle has significant debt, and one of its top customers might struggle to meet its obligations.

The early earnings loser is Alphabet’s stock, Trump set to propose new tariffs, what the Fed got wrong, and more news to start your day.

Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.

Alphabet stock sank after earnings because of the company’s Al capex. The punishment ignores what all that money is for: Google Cloud’s AI servers.

Tech, AI and earnings drove a busy week across software and chips sectors.

Nvidia was in talks to provide a roughly $250 billion backstop for OpenAI as part of a massive data-center project, The Wall Street Journal reported. The deal would help Oracle as well.

Markets will be watching out for quarterly results from Amazon, Apple, Meta and Microsoft this week.

Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI as part of a massive data center project, the Wall Street Journal reported ‌on Sunday. The backstop from Nvidia would help the ChatGPT maker lease a 10-gigawatt project that ‌SoftBank's subsidiary SB Energy is developing in southern Ohio, the newspaper said, citing people familiar with the matter. For OpenAI, a deal ​would be the first step toward controlling its own infrastructure instead of renting it from

A 10-year award covering the entire U.S. military landed on a stock that has stopped caring about contracts.

Stocks fell as investors weighed AI CapEx concerns, Oracle's credit downgrade, Netflix and Tesla earnings, and upcoming Fed and Magnificent 7 reports, plus stock picks across sectors.

Iran's conflict is spiking oil prices and rattling markets, but a quieter energy threat is already reshaping how Americans pay their utility bills, and Big Tech may be the one responsible.

Larry Ellison's fortune, Oracle's stock, and Hollywood's biggest merger are now deeply intertwined -- and investors should understand why the outcome could matter far beyond the entertainment industry.

Oracle Corporation (NYSE:ORCL)’s shares are among the most troubled in the market when it comes to AI investing. They have been on a wild ride in 2026 and are down by 41% year-to-date after having gained 27% until June 1st. Cramer has also discussed Oracle Corporation (NYSE:ORCL) several times in 2026. For instance, on July […]

As states begin to regulate data center development, Oracle faces a challenge it cannot control.

AI data centers are putting pressure on the US power grid, making grid equipment manufacturers, apart from chipmakers, direct beneficiaries of the AI buildout. US data center power consumption is expected to increase 22% in a single year, with total grid demand almost tripling to 134.4 GW by 2030. Hyperscalers such as Amazon, Google, Microsoft, […]

Oracle has secured a $7 billion contract from the U.S. Department of Defense. But does that warrant buying ORCL shares?

The White House is expanding its voluntary Ratepayer Protection Pledge for AI data centers, adding nearly 200 utilities, governors, electricity cooperatives, public power providers and developers to the initiative, according to a White House official who confirmed the move to...

The market and the covering analysts are more than $130 apart on this stock.

The market has sent Oracle's stock to the bottom of its peer group, even as its business performance ranks near the top, creating a stark disconnect between price and reality.

Oracle stock initially climbed after news of a software deal with the Pentagon. But the gains didn't hold.

Hydrogen and fuel-cell stocks are getting crushed Friday despite bull cases that still look intact, and the reason behind the selloff reveals just how fragile parabolic rallies can be when the market mood shifts.

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

Oil prices continued to retreat on reports that Pakistan, with support from China, was seeking to revive negotiations between the U.S. and Iran.

Orchid Island Capital (NYSE:ORC) reported second-quarter 2026 earnings of $0.44 per share, compared with a loss of $0.11 per share in the first quarter, as book value and total return improved during the period. Controller Jerry Sintes said book value rose to $7.22 per share at June 30 from $7.08 a

Stock Market Today: The Dow Jones index rises Friday as oil prices pull back after big gains in recent sessions. SpaceX stock drops.

Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.

Tech stocks were lower Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Stock Market Today: The Dow Jones index rises Friday as oil prices pull back after big gains in recent sessions. SpaceX stock drops.

Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.

If you hold shares in the tax software giant, the market is pricing a future that could look radically different a year from now, and you already own that risk.

Beyond the initial plunge, the true risk of a market shock is the long and uncertain wait for a recovery.

Intel shares rise after the chip maker’s earnings beat analysts’ expectations, but other AI stocks aren’t getting much of a boost.

The benchmark US stock measures were trending higher before the open Friday as investors assess Wash

Alphabet is reminding investors of an early warning of past tech-stock wrecks — negative free cash flow. The risk in the S&P 500 is growing.

Oracle stock climbed in early trading Friday after the enterprise technology company won a software deal with the Pentagon that could be worth $7 billion over the next decade. Oracle has been a Pentagon contractor since the early 1990s, the company noted in its news release. Oracle stock was up more than 2% to 122.70 in recent trades on the stock market today.

Oracle Powers Higher After Landing Potential $7 Billion Federal Contract

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Oracle just scored a blockbuster Pentagon contract while its stock sits near a decade low and Larry Ellison has watched more than $200 billion evaporate from his net worth. Whether this deal signals a genuine turning point or just buys time depends on numbers most investors have not yet seen.

According to a Financial Times report, investors want yields above 7%, roughly 0.4 percentage points higher than Meta paid during its previous record $27 billion financing.

Oracle (ORCL) shares rose early Friday after the cloud computing company secured a 10-year enterpris

Oracle (NYSE:ORCL) has secured a nearly $7b Pentagon enterprise software contract. The agreement can run for up to 10 years and covers software and cloud technology procurement across the U.S. Department of Defense. The deal is intended to centralize and streamline access to Oracle platforms for highly sensitive national security workloads. Oracle enters this contract with the Pentagon at a time when its share price sits at $120.04. The stock is down 3.4% over the past week and has fallen...

The 10-year agreement will consolidate military departments’ existing partnerships with Oracle into one bulk enterprise software deal.

Stocktwits data showed retail sentiment is weak, with a shift toward ‘extremely bearish’ on SPY and QQQ.

The move came as a relief for the stock which has fallen sharply over the last two months.

SpaceX, Oracle, and QuantumScape stocks fell to 52-week lows amid a broader market selloff in tech names, compounded by company-specific concerns.

Stocktwits retail traders said the contract could be the first of many government AI wins, with some also turning bullish on Palantir and enterprise software peers.

(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a

On July 21, Mizuho told clients that Oracle (ORCL) stock could more than double from here. The bank reiterated its Outperform rating and kept its $320 price target, a call that implies about a 164% rise from Monday's close. That number stands out because Oracle has been one of 2026's most punished ...

Investing.com -- Shares of Oracle Corporation (NYSE:ORCL) advanced 2.2% in pre-open trading Friday after the database and cloud software giant secured a major defense contract valued at up to $6.99 billion from the U.S. Department of War. The single-award, indefinite-delivery/indefinite-quantity agreement under the Department of War Enterprise Software Initiative establishes a streamlined, ten-year procurement framework for Oracle’s suite of enterprise products and cloud services. The contract c

Oracle’s updated analyst fair value estimate now stands at US$248.15, up from US$242.10, sharpening the focus on how experts are reassessing the stock. This shift reflects a tug of war between bullish analysts who highlight long term AI and cloud demand, and more cautious views that point to margin pressure, capital needs, and valuation worries. As you read on, you will see how this evolving narrative is taking shape and what signals to watch next. Stay updated as the Fair Value for Oracle...

Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.

A trailing P/E of 207 should send any rational investor running, yet the hyperscaler spending commitments piling up behind AMD tell a completely different story about who actually controls the AI infrastructure arms race.

Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending.

After a steep slide, Intuit's stock has landed on a price floor that has launched major rallies before, forcing investors to ask if the business arriving this time is strong enough to hold the line.

Oracle sits near a 52-week low while sitting on a backlog that Wall Street is calling the setup of the decade. The case for a massive recovery by 2027 is compelling, but one lurking risk could blow the whole thesis apart.

The sell-off may have created an opportunity for long-term investors.

Oracle might have to pay $7 billion in data center costs. Analysts are reacting by hitting the pause button.

(Bloomberg) -- Uber Technologies Inc. said it has cut 10% of jobs within its customer service operations as part of a broader effort to simplify its ranks and “embrace artificial intelligence.” Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to

Five of the biggest U.S. stocks are amassing off-balance sheet commitments that add up to an estimated $1.65 trillion.

Microsoft Corporation (NASDAQ:MSFT) has been a painful holding for retail investors on Reddit. The stock is down about 17% so far this year. But they remain bullish on long-term recovery. They are optimistic about MSFT because the company’s fundamentals haven’t deteriorated—it’s simply been caught in a speculative AI downturn. MSFT is becoming a popular buy-the-dip […]

OpenAI’s revenue has all but stalled, while its flagship Stargate buildout with SoftBank and Oracle is getting the cold shoulder in Georgia.

The software giant showered owners with cash while the stock price sank. Here's the real accounting of what investors got, and what they're betting on now.

The market is selling shares in a software giant as if its cash-generating days are numbered, yet the business is paying out more than double the average company.

The company is intentionally slowing a key growth metric, and it might just be the smartest thing it has done in years.

CLSA started coverage of Oracle (ORCL) with a Hold rating and a $145 price target, which is among Wall Street's lowest. The call lands while Oracle sits near a 52-week low, down roughly 62% from its September peak. The rating itself is not the scary part, as a Hold rating is neutral by ...

Oracle stock has plunged 65% from its AI-fueled peak as investors question massive spending, debt, and data center risks. The decline now rivals its worst downturn since the dot-com bust.

The tech giant is showing strength in a weak market, but a closer look reveals it may be adding more of the same risk you already own.

Apple's stock isn't just priced for perfection. It's priced for domination.

Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up, and the gap may be exactly where the opportunity hides.

Oracle is spending its way into an AI arms race against rivals with four times its revenue, and the cracks in its balance sheet are starting to show in ways that go far beyond one billionaire's shrinking fortune.

A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running on borrowed momentum.

The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.

(Bloomberg) -- OpenAI plans to spend tens of billions of dollars on a massive new data center near Savannah, Georgia as part of the ChatGPT maker’s push to keep up with surging demand for artificial intelligence software. Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Rest

Investors are asking whether cloud and AI revenue can keep pace with a sharp rise in capital spending.

The AI boom is forcing some of technology’s biggest cash machines to behave more like utilities. On July 22, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Oracle Corporation (NYSE:ORCL), and three other hyperscalers are expected to spend more on capital expenditures than they generate in combined free cash flow by 2027. From 2025 through 2027, their […]

Investing.com -- OpenAI is planning a massive data center complex in Effingham County, Georgia, near Savannah, according to The Wall Street Journal. The project underscores the extreme capital and energy demands required to power the next generation of AI. Core Project Details Power & Cost: OpenAI secured 3.2 gigawatts (GW) from Georgia Power—enough for ~2.4 million homes. It committed $20 billion locally to secure incentives, with total costs expected to exceed $30 billion at full capacity. Tim

U.S. hyperscalers are starting to show returns on their artificial intelligence investments, but the rising cost of the buildout is taking a bite out of their free cash flow, and investors are noticing. At their current trajectory, the so-called "hyperscalers" -- Microsoft, Alphabet, ‌Amazon, Meta Platforms and Oracle -- are expected to spend more combined on capital expenditures than they generate in free cash flow by 2027, according ‌to a Reuters analysis of LSEG consensus estimates. The dat

Advanced Micro Devices (AMD) stock jumped more than 7% Tuesday, July 21, as investors cheered the chipmaker's latest AI infrastructure push and looked ahead to its key AI event. On Monday, July 20, AMD introduced Helios, its first rack-scale AI system, which is expected to begin shipping later this ...

Despite a sharp selloff, Oracle's record backlog and booming cloud business continue to strengthen its long-term outlook.

The software giant looks expensive on the surface, but a patient investor is effectively buying its future growth at a significant discount.

Its history in market shocks reveals a pattern of deep falls and long recoveries that every shareholder should understand.

Oracle (ORCL) stock is moving higher, recovering from its recent slide. Mizuho Americas managing director Siti Panigrahi explains why he maintains an Outperform rating on the stock.

NVIDIA just placed a massive bet on one AI cloud company, sending its stock into orbit and pulling two rivals along for the ride. But with credit markets flashing warnings on one name and a leaderless rally propping up another, not every gain here is built on solid ground.

Tech has been dropping for over a month under the weight of a host of worries. No, this agonizingly slow, tortured drawdown is because of five issues—none that haven’t been talked about plenty but laid out well by Sevens Report’s Tom Essaye. Tech has done a 180 and become a capital intensive sector, spending hundreds of billions this year alone.

The brokerage states that Oracle’s valuation no longer reflects its growth outlook and sees multiple catalysts driving a rebound.

Oracle (ORCL) has spent two years telling Wall Street it can build AI infrastructure faster than anyone else. A land commissioner in New Mexico just made that harder. On Monday, Oracle stock fell about 3.5% to a fresh 52-week low, trading near $122 after touching $120.03 earlier in the day. ...

ORCL's credit risk hits its highest level in nearly 18 years as AI spending strains cash flow, but a $638B backlog may hold the key to easing investor concerns.

Oracle (ORCL) is back in focus after Wisconsin regulators upheld rules requiring more than US$7b in financial guarantees for a planned AI data center, sharpening questions around the stock’s aggressive infrastructure buildout and funding plan. See our latest analysis for Oracle. Oracle’s share price has been under pressure, with a 1-month share price return down 34.14% and year to date down 37.98%, while the 1-year total shareholder return is down 49.59% but remains positive over three and...

Salesforce has cratered while posting five straight earnings beats and triple-digit AI growth, and the gap between Wall Street's most bullish analyst and the bears has never been wider. Something has to give.

What a brutal six months it’s been for Oracle. The stock has dropped 30% and now trades at $121.73, rattling many shareholders. This may have investors wondering how to approach the situation.

After a punishing slide, Intuit's stock has landed on a price floor that has launched major rallies before, forcing investors to decide if history is a guide or a trap.

Winthrop Capital CIO Adam Cooné explains how Alphabet's (GOOG, GOOGL) second quarter earnings results would be a good "barometer" of both the market's health and broader narratives within Big Tech itself.

Investors are worried about Oracle's debt, but the company's long-term prospects could outweigh the near-term risks.

According to the average brokerage recommendation (ABR), one should invest in Oracle (ORCL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Oracle (ORCL) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI is projecting and what independent analysts see coming raises serious questions about the financial foundation under the entire AI investment trade.

Investing.com -- Mizuho reiterated an Outperform rating on a major software name with a price target of $320 in a note Tuesday, arguing that shares trading at multi-year lows represent "one of the most attractive risk/reward profiles" in its coverage.

Oracle stock has had a brutal run this summer.

According to a Stocktwits poll featuring 3,800 respondents, Oracle and Iren were favored over Hut 8 and Bloom Energy stocks.

Wisconsin power rules add pressure to massive infrastructure push

Legal hurdle, AI spending and profit concerns weighed on sentiment.

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AMD stock rose more than 3% on Monday.

Arm Holdings PLC (NASDAQ:ARM)'s long-term growth outlook is improving as rising demand for artificial intelligence workloads drives increased need for CPUs, according to Jefferies, which raised its price target on the semiconductor designer to $320 from $290. The company’s shares are up...

Oracle and Bloom Energy shares fell after New Mexico rejected, for a second time, a permit needed for a pipeline serving Oracle's Project Jupiter AI data center.

FuelCell Energy and Bloom Energy have spent 2025 riding the same AI data center power wave, but Monday's trading just cracked that story wide open and forced investors to pick a side.

The market is offering a software giant’s immense cash flow at a steep discount, forcing investors to decide if the price reflects a temporary problem or a permanent one.

IBM just suffered its worst single-week collapse since 1968, yet one prominent analyst refuses to budge from a price target that implies more than 60% upside. What he sees in the wreckage that the sellers are missing could reshape the entire enterprise AI trade.

Oracle shares are a direct focal point: the stock touched a fresh 52-week low of $121.50 on Friday, July 18. That level sits roughly 63% below Oracle’s all-time high of $345.72, a collapse that has made Burry’s trade one of the more consequential short calls of 2026.

The tech giant is trading at a sizable discount.

Microsoft plans to use AMD’s Helios AI infrastructure platform and EPYC data-center processors to power more of its Azure cloud-computing services, the two companies said Monday. AMD stock jumped 5.1% to $521.23 on Monday after the market open, while the rose 0.7%. A combination of Microsoft and AMD technology will power new tools for data processing, electronic design automation, and inference, or running AI models.

A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face a painful reset.

Netflix upgraded, Microsoft initiated: Wall Street's top analyst calls

Wall Street kicked off the week with a flurry of analyst calls spanning energy, tech, and consumer names, and not everyone got good news. Find out which stocks earned fresh upgrades and which ones faced brutal target price cuts amid a turbulent market backdrop.

Jefferies has raised its price target on Arm Holdings PLC (NASDAQ:ARM) to $320 from $290, arguing that orders for the chip designer's AGI CPU have risen further since full-year results as agentic artificial intelligence fuels demand for processors. The broker repeated its 'buy' rating on the...

Netflix, Oracle and SpaceX declined last week amid lower-than-expected future growth, mounting debt concerns, and a decline in sentiment after a historic IPO.

Bloom Energy soared on the AI data center boom, but a high-profile project rejection in New Mexico and a spreading wave of community opposition are raising questions about whether the company's biggest growth opportunities can survive the regulatory gauntlet.

Cramer named specific sectors he's betting on for late 2026 while calling out two popular investments as traps that investors should exit now, regardless of where they bought in.

New Mexico denied a natural gas pipeline permit linked to Oracle's data center.

Pipeline rejection threatens timing and raises project costs

US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.

The ‘Big Short’ investor questioned whether Netflix can create evergreen content, saying the company’s long-term value depends on the strength of its content library.

The coverage ratio for hyperscaler bond issuance tumbled from 5x in February 2026 to below 2x in July.

"For those intoxicated by the ride and potential profit opportunity, the lesson that ‘what goes up’ can ‘COME DOWN A LOT FASTER’ is often a painful surprise," InvesTech Research's Claire Cantalupo wrote. The analyst flagged SpaceX's post-IPO plunge, the stock has shaved $1 trillion from its market capitalization at its peak. The PHLX Semiconductor Index has also entered a technical bull market, down more than 20% from all-time highs seen just one month prior.

NOW's Q2 results may reflect strong AI adoption and subscription growth, but rising costs, competition and valuation risks cloud the outlook.

In recent days, Oracle has expanded its AI and cloud ecosystem through new client deployments, AI-native Fusion Agentic Applications tools, and innovation partnerships, while reports suggest it is leading talks to build a highly secure, air-gapped government cloud network in Japan. These moves highlight how Oracle is pushing deeper into mission-critical, AI-centric workloads across industries, even as investors weigh the funding and credit risks of its very large data center expansion...

Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in enterprise software. Something in that math does not add up, and figuring out which side is wrong could define the trade of the year.

Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last quarter suggest the selloff may have handed investors a rare window.

Opening Bid Host Brian Sozzi is joined by Crossmark Global Investments Chief Market Strategist Victoria Fernandez, BD8 Capital Partners CEO and CIO Barbara Doran, and Yahoo Finance Senior Business Reporter Ines Ferre to break down Oracle (ORCL), examining the company's debt concerns following its recent stock performance.

Oracle stock has sunk to the ocean floor, and it's unclear what will bring it back afloat.

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The company is making an enormous bet on AI infrastructure, and the sheer scale of that wager is now the central vulnerability for investors.

One tech journalist is naming names, tracing a potential AI market collapse to a single company whose finances, now verified by auditors, reveal a gap between revenue and costs that dwarfs anything Wall Street has publicly reckoned with.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

ORCL stock has fallen 62% from its peak last September, wiping nearly $600 billion off the company’s market value. Analysts and retail traders believe there’s an opportunity here.

Investors debate whether heavy spending on AI infrastructure will deliver profits fast enough to justify the rising costs.

Oracle stock fell to a 52-week low Thursday as the enterprise technology giant's stock slump shows no signs of ending.

Bond markets are flashing a warning that stock investors are choosing to ignore as Big Tech borrows at a historic pace to fund its AI ambitions. The question is whether this tension signals a coming reckoning or simply the growing pains of a technological arms race.

Billionaire Leon Cooperman holds three very different positions right now, and the gap between the best and worst setups is wider than it looks from the headlines.

The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.

Oracle Corporation (NYSE:ORCL) has declined more than 28% over the past month due to concerns regarding high capital expenditure. However, the Street remains bullish on the stock, with analysts’ 12-month price target suggesting more than 68% upside from the current level. Oracle Corporation (NYSE:ORCL) is also one of our Best Stocks to Buy Now for High […]

If you hold the shares, you are already exposed to the full, sizable gap between two very different potential outcomes.

The company has booked an unprecedented pipeline of future cloud revenue, but it comes with a large price tag and a bet on a flawless, capital-intensive build-out.

STORY: :: ArchiveOpposition to AI data centers is one of the rare issues galvanizing voters across the political spectrum in this year’s midterm elections.In battleground state Michigan, communities are fighting back. “… the development of this AI data center is really rattling citizens here.”That’s Reuters national affairs reporter Helen Coster. She recently visited Michigan’s Saline Township, where tech giants OpenAI and Oracle have broken ground on a data center that's expected to stretch ove

NVIDIA, Oracle and Analog Devices highlight fresh analyst reports, with AI demand, cloud growth and industrial recovery shaping their outlooks.

Amid a 60% pullback, Oracle appears increasingly oversold.

Despite rising debt levels, Oracle’s large backlog, lower valuation compared to peers, and a sector-wide increase amid lower inflation have boosted investor sentiment.

Burry has previously said that Nvidia’s $117 billion in inventory and supplier commitments leave it exposed to an AI spending slowdown.

Oracle became a publicly traded company in 1986, and six years later in 1992, it announced its first stock buyback plan. Since then, Oracle has spent billions of dollars buying back shares. The buybacks also increased founder Larry Ellison’s stake in Oracle to nearly 41%, which has helped to ...

NVIDIA, Oracle and Analog Devices headline Zacks' top analyst reports, highlighting AI, cloud and semiconductor trends shaping their outlooks.

A number of stocks jumped in the afternoon session after a soft Producer Price Index (PPI) print reassured investors, countering fears of an industry-wide budget squeeze sparked by IBM a day earlier.

Bloom Energy turned positive free cash flow while Plug Power burned $661.5 million, a stark contrast that reshapes the profitability race.

Here is a way to get paid a meaningful income now on shares you already own, cash you keep no matter what, in exchange for capping your gains at a price above today's.

AMZNs premium P/E masks catalysts in AWS, Prime Day and diversified growth that can support the bull case despite AI spending and regulatory watchpoints.

IBM just suffered its worst single-day collapse since 1968, wiping out two years of gains in one brutal session. Wall Street analysts refuse to budge on their targets, creating one of the widest price dislocations in large-cap tech and a high-stakes question about who gets this wrong.

Oracle stock has given investors a 54.4% gain over the past 5 years, but the recent selloff and a high value score suggest the market may be pricing in more pessimism than the company’s fundamentals imply. Oracle’s 54.4% return over 5 years points to a business that has still created value for long term holders despite sharp recent declines. Ongoing investment in AI focused cloud offerings can support long run revenue expectations, while heavy data center spending and related profitability...

The Connected World LIVE! (TCWLIVE! 2026) is pleased to announce that Dr. Sanjay Basu, Senior Director, GPU & Gen AI Solutions & Services – Cloud Engineering at Oracle and Pete Coticchia, Global Head of Business Development & Go-to-Market (GTM) for Oracle Cloud at NVIDIA, will headline the event's opening executive program with a keynote presentation and exclusive fireside chat on Wednesday, September 9, 2026.

A massive disconnect has emerged between Oracle's stock price and its cloud momentum.

Oracle (ORCL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

UpperEdge, an independent third-party IT and cloud sourcing and negotiation advisory firm, today reported measurable results from its Cloud Commercial Advisory Services across engagements spanning all four major hyperscalers — Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP), and Oracle Cloud. The firm also announced a free public webinar, "Cloud Contracts Decoded: What You Need to Know Before You Sign," on Wednesday, July 22, 2026 at 11:00 a.m. ET, to help enterprise lead

Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched two new leveraged ETFs on the stocks of Applied Optoelectronics and Oracle Corporation. The Cboe-listed funds seek to deliver two times short (-200%) the daily performance of their underlying target stocks.

AI spending is boosting chipmakers' cash flows before Big Tech sees returns, keeping semiconductor ETFs like SMH, XLK and DRAM in focus.

Oracle shares have shed more than half their value while the company doubles down on AI debt and a troubled flagship customer. The question now is whether this collapse represents a catastrophic mistake or the buying opportunity of the decade.

The Connected World LIVE! (TCWLIVE! 2026) is pleased to announce that Dr. Sanjay Basu, Senior Director, GPU & Gen AI Solutions & Services – Cloud Engineering at Oracle and Pete Coticchia, Global Head of Business Development & Go-to-Market (GTM) for Oracle Cloud at NVIDIA, will headline the event's opening executive program with a keynote presentation and exclusive fireside chat on Wednesday, September 9, 2026.

IBM stock has its worst day ever, PayPal gets a takeover offer, big banks see deal boom time, and more news to start your day.

Gridiron Capital, LLC ("Gridiron Capital" or "Gridiron"), an investment firm focused on partnering with founders, entrepreneurs, and management teams, is pleased to announce an investment in Centroid (the "Company"), a premier Oracle Cloud Infrastructure ("OCI") service provider headquartered in Troy, Michigan.

Just one day after glowing reviews, a surprise revenue warning sent the stock into a tailspin and brought lawyers to the door.

Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched two new leveraged ETFs on the stocks of Applied Optoelectronics and Oracle Corporation. The Cboe-listed funds seek to deliver two times short (-200%) the daily performance of their underlying target stocks.

Oracle (NYSE:ORCL) shares moved higher in premarket trading on Monday after a report suggested the company is leading the competition to provide cloud infrastructure services to the Japanese government. Oracle reportedly ahead in bidding processAccording to a Financial Times report citing seven people familiar with the discussions, Oracle is currently ahead of Amazon Web Services, Microsoft and Google in negotiations over the potential contract.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before W

Both stocks have declined sharply recently, piquing interest among retail traders.

Stocktwits data showed retail sentiment improved to ‘bullish’ on SPY and QQQ.

Investors appeared to punish businesses facing difficult paths toward sustainable growth.

Oracle's stock has crashed amid growing investor concerns about the company's aggressive AI infrastructure spending, rising debt, equity dilution, and heavy reliance on OpenAI.

IBM stock collapsed 25% after the company preannounced its Q2 earnings results.

Hunterbrook attacked Bloom Energy in a report, alleging the company downplayed its reliance on Chinese supply chains for scandium oxide, a key input for its fuel cells. Shares fell as much as 12% before a rebound.

Arm Holdings plc (NASDAQ:ARM) is one of the 15 Best AI Stocks to Buy and Hold for the Next 5 Years. On June 2, Arm Holdings plc (NASDAQ:ARM) CEO Rene Haas told Reuters that the US would struggle to ban exports of AI-capable CPUs to China. This is because the chips serve a broad range […]

New York Gov. Kathy Hochul paused construction of the state’s largest data centers for up to a year, adding to growing political resistance facing AI infrastructure projects.

Collect a healthy income stream on Microsoft now that you keep no matter what, while lining up a chance to buy this tech giant at a steep discount if it ever gets there.

The market has left this software giant for dead on the price chart, but its financial statements keep telling a story of a business that is very much alive.

IBM stock collapses 25% after the company preannounced its Q2 earnings results.

(Bloomberg) -- Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions over the sector’s prospects.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoO

Jim Cramer pinpointed a single market variable that could either unlock NVIDIA's next surge or keep the stock in check, and it has nothing to do with earnings or tariffs.

Its history in market shocks reveals a pattern of deep falls and long recoveries that every shareholder should understand.

This AI infrastructure giant can step on the gas once again and deliver phenomenal gains to investors.

US equity futures were mixed before the open Tuesday as traders await a key inflation report and qua

Oracle shares tumbled 6.5% on Monday amid a market-wide sell-off triggered by the escalation of the war in Iran.

The technology company needs to overcome doubts over the cost of its AI infrastructure build out ad its reliance on OpenAI.

Oracle and IBM are both gaining market share in the cloud computing industry, but one of them appears to be the clear winner.

Google Cloud's new U.K. regulatory designation on July 13 highlights both its rising strategic importance to global finance and the greater scrutiny that comes with it.

Fresh U.K. cloud regulations have put Microsoft in the spotlight, leaving its investors watching the road ahead.

Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.

Since the AI hiring correction took hold, tens of thousands of employees have watched their jobs disappear, despite the companies that cut them posting some of the strongest earnings in their history. Oracle (ORCL) eliminated 21,000 positions over the past year, even as its full-year adjusted ...

Microsoft's stock has fallen to a price level where buyers have repeatedly stepped in, but this time it arrives with an unprecedented spending plan that will define the battle.

WDAY's lower valuation and rising earnings estimates give it an edge over ANET despite weaker price performance and slower projected sales growth.

Yahoo Finance Senior Reporter Brooke DiPalma, Data and Markets Editor Jared Blikre and Visible Alpha Head of TMT Research Melissa Otto join Brian Sozzi on Opening Bid to discuss earnings revisions across the technology sector and what they could mean for investors.

Chip players are churning out cash while hyperscalers spend big on the AI build-out.

Yahoo Finance Executive Editor Brian Sozzi and Markets and Data Editor Jared Blikre break down TKO Group Holdings (TKO) stock's recent moves following Conor McGregor's disappointing performance in UFC 329.

Tech giants are borrowing at a pace that would have seemed unthinkable just a few years ago, betting that AI revenues will eventually justify the load. But skeptical investors, blocked construction projects, and corporate silence about real returns are raising questions the industry does not yet have answers for.

The market has punished this software giant as if its core business is failing, yet the company's financial engine continues to run with remarkable efficiency.

Oracle is testing a key support level of $134, but retail traders note that its financial performance warrants a much higher valuation.

Key developments include AWS's new cloud region with three availability zones in Manama, several partnerships forming to enhance local infrastructure, and upcoming data center facilities by firms like Gulf Data Hub. Prominent vendors such as Cisco, Oracle, and Dell are active, alongside major construction players like AECOM, solidifying Bahrain as an emerging data center hub. Bahraini Data Center Market Bahraini Data Center Market Dublin, July 13, 2026 (GLOBE NEWSWIRE) -- The "Bahrain Data Cente

Italian Data Center Market Italian Data Center Market Dublin, July 13, 2026 (GLOBE NEWSWIRE) -- The "Italy Data Center Market - Investment Analysis & Growth Opportunities 2026-2031" has been added to ResearchAndMarkets.com's offering.The Italy data center market is poised for substantial growth, with an expected CAGR of 10.42% from 2025 to 2031. The increasing demand for technologies such as AI/ML, big data, and IoT is pushing the development of AI-ready data centers, marking a significant phase

Oracle's annual filing cited AI adoption among the drivers of 21,000 job cuts in fiscal 2026. Snap cut 1,000 people and the CEO said rapid AI advances meant a smaller team could do the same work. At college graduation ceremonies this spring, speakers who brought up AI got booed. By May, Challenger, ...

Oracle’s stock performance from the 1980s pushed the tech giant to split its shares. Its fortunes rose and fell during the dot-com era, and then picked up again in recent years with the popularity of artificial intelligence. Here’s how many times Oracle — whose foundational business was ...

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Oracle Corporation (NYSE:ORCL) is one of the stocks discussed by Jim Cramer. Oracle Corporation (NYSE:ORCL)’s role in the AI ecosystem has meant that Jim Cramer hasn’t held back when discussing the firm. His morning co-host, David Faber, […]

Veritone (NASDAQ:VERI) used a July 7 investor webcast to outline its strategy across artificial intelligence, data management, media, public sector and talent acquisition, with executives emphasizing the company’s focus on unstructured data and AI-enabled workflows. Ryan Steelberg, Veritone’s CEO a

Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 144.7%. On June 21, Rosenblatt Securities analyst Michael Genovese reiterated a Buy rating and maintained a $220 price target. The firm’s documented thesis has centered on Amazon-related 800G revenue, potential Oracle qualifications and […]

Investing.com -- Investors are reassessing artificial intelligence investments as surging infrastructure spending could weigh on earnings growth and valuation multiples, even as demand for AI services remains robust, according to ING.

Arista Networks (ANET) has become a focal point for investors after its 1.6Tbps 7060XE7 Ethernet switching platform gained traction with Meta, Microsoft, and Oracle, putting the company’s AI infrastructure ambitions under closer market scrutiny. See our latest analysis for Arista Networks. The stock’s recent news flow around AI switching has lined up with strong momentum, with a 1-month share price return of 23.19% and a 1-year total shareholder return of 72.20% pointing to rising...

Oracle has expanded in recent years from providing database software management to cloud computing, which has been its biggest contributor to sales. In its fiscal 2026 year, the tech giant posted net income of $17 billion on revenue of $67 billion, with its cloud business accounting for just a ...

With the market focused on competitive threats and a strategic pivot, one overlooked number reveals the powerful financial engine that gives Adobe room to maneuver.

In today's Chart of the Day, Yahoo Finance Markets and Data Editor Jared Blikre examines how the AI trade's free cash flow is shifting from the hyperscalers to the chipmakers.

Alphabet, Amazon, Meta, Microsoft and Oracle ramp AI infrastructure investment as investors scrutinize funding and future returns.

Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.

Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his argument are harder to dismiss than you might expect.

The stock hit an all-time high Thursday as investors look for hedges against massive artificial-intelligence investments elsewhere in the market.

At $273.38, Intuit (INTU) looks set up for roughly 41% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Oracle (ORCL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

In the tech heavyweight division, Microsoft is delivering knockout growth and profit numbers but carries a price tag that suggests it’s a contender, not the champ.

ORCL's record AI backlog, stronger fiscal 2027 outlook and expanding cloud businesses offer reasons to hold despite a 29.5% YTD stock decline.

Microsoft shares keep sliding while the business behind them keeps growing, and that gap between price and reality is exactly where conviction gets built or destroyed.

The software giant's stock is on the discount rack, but investors must decide if they're getting a deal or just what they paid for.

(Bloomberg) -- The largest builders of artificial intelligence data centers have doubled their debt load in the last five years, turning to borrowing to finance an unprecedented spending spree they claim is needed to transform the economy. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsZuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AITrump Vents Anger With Iran and

The United States carried out a second consecutive day of new military operations against Iran.

Investing.com — Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a

Palantir Slides Despite AI Momentum as Risk-Off Mood Grips Markets

Oracle stock got a boost as OpenAI touted the performance of its GPT 5.6 Sol model. ChatGPT is a key partner to Oracle.

Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch two single stock leveraged ETFs on Wednesday, July 15. The Cboe-listed funds seek to deliver two times short (-200%) the daily performance of a specific underlying stock.

U.S. Data Center Market U.S. Data Center Market Dublin, July 09, 2026 (GLOBE NEWSWIRE) -- The "U.S. Data Center Market Landscape 2026-2031" has been added to ResearchAndMarkets.com's offering. The U.S. data center market is poised for significant expansion with a forecasted CAGR of 8.75% from 2025 to 2030. This growth is underpinned by several dynamic trends and technological advancements. AI Revolutionizing Data Centers The AI sector is expected to triple the capacity of hyperscale data centers

AI Infra Summit, the world's only full-stack AI Infrastructure conference, has expanded its roster of speakers to over 400. The conference will feature senior speakers from world-leading AI pioneers, as they set out their AI Roadmaps for 2027 and beyond. These now include Google, Meta, Amazon, Intel, NVIDIA, US Bank, Oracle, HPE, Liquid AI, Digital Realty, Agility Robotics and Philips.

Oracle Corporation (NYSE:ORCL) is one of the 10 Best Major Stocks to Buy According to Analysts. Oracle Corporation (NYSE:ORCL) serves multiple industries, and one example of this was seen on June 24 when it teamed up with Theator. This collaboration will allow the company to provide AI-powered surgical intelligence solutions to Oracle Health customers. The […]

Mythics, a leading Oracle systems integrator and consulting firm, announced a strategic partnership with Celonis, the global leader in process intelligence. Together, the companies will help organizations eliminate process inefficiencies, reduce operational costs, and accelerate Oracle Cloud transformations by replacing assumption-based decision-making with real-time, data-driven insights.

Space Exploration Technologies Corp. (NASDAQ:SPCX) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer mentioned the company during the episode and said: SpaceX is now in the same business as well, and it’s allowing them to totally change the economics of their XAI business. Normal neocloud […]

Oracle Corporation (NYSE:ORCL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the future valuation of the company according to some analysts, as he said: The business is now getting crowded, which is why tonight I want to explain the differences between the major neocloud […]

Hyperscalers have sold an estimated $194 billion in AI-related bonds this year, and widening spreads on Amazon’s latest bond issuance show the market wants tech giants to pony up.

SpaceX’s $25 billion bond deal in late June has proven to be a dud amid apparent investor concern that the company will rely on the debt markets for its massive projected capital spending over the coming years. In a widely hyped sale, SpaceX sold the $25 billion of debt following its IPO in five bond tranches with maturities ranging from five years to 30 years. There were reports that the deal was more than three times oversubscribed and SpaceX was able to price the bonds at narrower yield pr

On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian setup in the group. Alongside Carl Quintanilla and David Faber, Cramer framed Monday’s rally as “revenge of that” Friday selloff, arguing “we’re seeing ... Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market

Middle East tensions pressure Palantir, Salesforce and peers

How Abilene's wind boom quietly set up a bigger AI land rush, and who's actually cashing in on Texas's data center gold rush.

Oracle (ORCL) just booked the strongest sales year in its history, yet investors sold it anyway. The stock trades near $143, down about 27% in 2026 and off more than 50% from its 52-week high near $346. That kind of drop usually follows a bad quarter, but Oracle’s was the opposite of bad. So the ...

Oracle (NYSE:ORCL | ORCL Price Prediction) has quietly become one of the most important AI infrastructure companies on the planet, yet its stock is behaving as if the story is falling apart. Shares closed at $143.76 on July 6, 2026, down 25.37% year to date, even after the company posted a $638 billion contracted revenue ... Prediction: Oracle Will Be the Next Trillion-Dollar Tech Giant

The market is focused on today's costs, but the company has already sold a future that looks entirely different.

Shares of FuelCell Energy (NASDAQ:FCEL) are down 14% in Wednesday morning trading after the company priced a large dilutive stock offering below recent levels. The stock last changed hands at $22.43, well off last week’s high. The pain is spreading. Bloom Energy (NYSE:BE) shares are off 8% to $247.53, while Plug Power (NASDAQ:PLUG) shares are ... FuelCell Energy Sinks 14%, Bloom Energy Slides 8% After $225M FCEL Share Sale Prices at $21; Plug Power Treads Water

Generate upfront income by selling put options on a tech giant below current market prices—keeping the premium regardless of whether the stock rises, moves sideways, or stays above your target price.

Oracle Corporation (NYSE:ORCL) is one of the best beaten-down technology stocks to buy now. On July 1, Blair added Oracle Corporation (NYSE:ORCL) to its analyst conviction list. According to the research firm, the company has emerged as a major beneficiary of the artificial intelligence buildout as hyperscale cloud commitments continue to drive strong revenue visibility. […]

Oracle (ORCL) stock has had a rough year, down 37% while the market climbed. The reason for the pessimism is plain to see: a colossal spending plan to build out its cloud infrastructure. Investors are worried about the cost, the execution risk, and the impact on near-term margins. But the stock's low price appears to give little credit for the one number that reframes that entire risk: the company's Remaining Performance Obligations, or RPO.

AI disruption is a hot earnings call topic.

Management now champions a new portfolio of 'growth engines,' but the story they quietly shelved was powered by a flagship product whose once-explosive growth has started to cool.

Piper Sandler Sees Major Upside for Oracle Cloud Revenue in Fiscal 2027

Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.

The software giant has quietly transformed its profitability, but investors are still pricing it like the company it used to be.

The tech giant is spending billions to chase the AI boom, yet the stock has stumbled. Here’s how to think about the disconnect.

CPI FIM (BDL:ORCL) has drawn attention after recent share price moves, with the stock flat over the past day but down over the past month and over the past 3 months. See our latest analysis for CPI FIM. Looking beyond the latest move, CPI FIM’s 30 day share price return is down 11.11% and the 90 day share price return is down 24%, while the 3 year total shareholder return is up 98.95%. This suggests longer term holders have seen a very different experience from recent momentum. If CPI FIM’s...

Some of Oracle's biggest data center customers might be unable to meet their obligations.

Oracle’s AI spending has rattled investors, but Piper Sandler believes the market is overlooking a $2.2 billion cloud growth opportunity.

Amazon stock climbed Tuesday, following reports the tech giant is raising at least $25 billion through a bond offering to support its big investments into AI-related infrastructure. The Seattle-based Amazon is raising the funds through an eight-part bond sale, according to reports in Bloomberg and the Wall Street Journal. Amazon disclosed plans for the bond sale in regulatory filings Tuesday but did not disclose the amount.

Oracle Corporation (NYSE:ORCL) is one of the Best Software Stocks to Buy in 2026. Despite a 40% decline in share price over the past 6-months, analysts see more than 73% upside over the next 12-months. ​Recently, on June 30, Freedom Broker lowered the price target on Oracle Corporation (NYSE:ORCL) from $230 to $210 and maintained […]

(Bloomberg) -- Amazon.com Inc.’s massive bond sale dragged down outstanding hyperscaler debt on Tuesday as investors sold existing securities to fund the new issue, signaling growing fatigue over the barrage of artificial intelligence financings.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Dive

(Bloomberg) -- Meta Platforms Inc. debuted a new image-generation artificial intelligence model, its first such release since the company spent billions to rebuild its AI lab under Chief AI Officer Alexandr Wang a year ago.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Majo

Piper Sandler sees room for stronger growth as Oracle adds more cloud capacity.

SNOW's AI Data Cloud adoption is accelerating as new AI products, customer wins, and partnerships fuel growth, while the company targets 30% revenue growth.

DTE Energy (NYSE:DTE) at $151.36 is a hold. The Michigan utility is pushing against its $155.06 52-week high on hyperscaler power supply deals, but a Q1 earnings miss and modest upside to consensus targets argue for patience. DTE is a Detroit-based regulated utility with a $32 billion market cap operating DTE Electric, DTE Gas, DTE ... DTE Energy Nearing 52-Week High: Buy, Sell or Hold?

Shares of Cloudflare (NYSE:NET) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target. The move puts Cloudflare shares near a fresh 52-week high of $276.81, and it’s standing out on an otherwise rough day for growth tech. The NASDAQ 100 is down 1.3% today, so ... Cloudflare Is Up 9% Today: Is It Outperforming Other AI Cloud Stocks Like Oracle, CoreWeave, and Snowflake?

Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is finally getting the AI story it has been chasing for a decade. Q1 2026 revenue landed at $10.25B, up 37.85% YoY, with Data Center now the dominant engine at $5.78B (+57%). CEO Lisa Su told investors, “Data Center now the primary driver of our revenue and ... 1 Prediction for AMD Stock Over the Next 5 Years

Amazon is reportedly readying a bond offering of at least $25 billion, as the tech giant continues to plow investments into AI-related infrastructure. Amazon stock was trading slightly lower. The Seattle-based Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds Tuesday, the Wall Street Journal reported.

[220+ Pages Latest Report] According to a market research study published by Healthcare Foresights, the demand analysis of Global Laboratory Information System Market size & share revenue was valued at approximately USD 2.87 Billion in 2025 and is expected to reach USD 3.19 Billion in 2026 and is expected to reach around USD 8.33 Billion by 2035, at a CAGR of 11.24% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are Orchard Software C

Bloom Energy scales with major partnerships and positive cash flow, while Eos Energy races to profitability despite 7x revenue growth.

The creative software giant is prioritizing significant user growth over short-term financial stability, prompting investors to re-evaluate the company's long-term value.

What looks like another AI product is actually a fundamental and potentially lucrative shift in how the company makes its money.

After a punishing slide, Salesforce stock has landed on a price floor that has launched major rallies before, forcing investors to decide if history is a guide or a trap.

The software giant just had the best year in its history. Its stock has lost more than half its value since September.

The cloud company finally made it to a major stock index, so why did investors hit the sell button.

The company released its latest earnings last month.

The software sector is enjoying a rebound and Wall Street analysts have rarely been as bullish on Oracle as they are now.

Investing.com -- Meta Platforms Inc (NASDAQ:META) has contracted over 5GW of datacenter capacity across cloud and colocation in just the first half of 2026, and research firm SemiAnalysis argues the company's compute buildout is nowhere near its peak, projecting that Meta's 2027 capital expenditure will be "shockingly high" and that fears of it cannibalizing neocloud rivals are misplaced.

Midstream pipelines have quietly become the income engine of the energy sector in 2026. With U.S. LNG exports running near maximum capacity and commercial electricity demand (driven by data centers) projected to surpass residential consumption for the first time on record in 2027, the companies that move hydrocarbons are sitting on multi-year volume tailwinds. The ... 3 Pipeline Stocks Paying You to Wait in July

FEATURE Stocks rose Monday as the chip stock rally reignited after last week’s losses. Advanced Micro Devices advanced 9.5% to $566.25, placing it at the top of the Goldman Sachs raised its price target on the stock to $640 from $450 and maintained its Buy rating on the chip maker.

Arm Holdings plc (NASDAQ:ARM) is one of the best stocks on the rise to invest in. UBS lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $470 from $260 on June 24 and maintained a Buy rating on the shares. The stock also received a rating update from Mizuho on June 4. The firm lifted the […]

Oracle expanded its Defense Ecosystem with ten additional defense technology partners, deepening its role in AI and cloud services for mission-critical operations across the US and allied nations. Separately, Oracle became a major client in Crusoe's new AI computing partnership and supply agreement, adding another pillar to its AI infrastructure efforts. Oracle, trading under NYSE:ORCL, is pushing further into defense and AI infrastructure at a time when its stock has come under pressure...

[220+ Pages Latest Report] According to a market research study published by Healthcare Foresights, the demand analysis of Global Healthcare Mobility Solutions Market size & share revenue was valued at approximately USD 199.34 Billion in 2025 and is expected to reach USD 242.44 Billion in 2026 and is expected to reach around USD 1411.37 Billion by 2035, at a CAGR of 21.62% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are OMRON Healt

Investing.com -- Piper Sandler defended its Overweight rating on Oracle in a note to clients on Monday, arguing the company could generate approximately $2.2 billion in Oracle Cloud Infrastructure revenue not currently captured in consensus estimates, based on the firm’s analysis of capital expenditure to data center capacity to revenue conversion.

LAS VEGAS, July 06, 2026--Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Company™ and the leading third-party support provider for Oracle, SAP and VMware software, today announced it will report earnings after market close on July 30, 2026. The company will host a conference call and webcast on that date to discuss the second quarter 2026 results and the second half 2026 outlook at 5:00 p.m. Eastern / 2:00 p.m. Pacific time.

The software sector is enjoying a rebound and Wall Street analysts have rarely been as bullish on Oracle as they are now.

Federal Reserve minutes from Kevin Warsh's inaugural meeting as the central bank's chair will be released this week

The proposed investment could see Crusoe’s valuation rise to around $30bn, potentially tripling its previous value.

Oracle Corp. (NYSE:ORCL) is one of BlackRock’s 30 most important AI stocks right now. On June 25, Oracle Corp. (NYSE:ORCL) revealed the third cohort of its Oracle Defense Ecosystem, comprising defense technology businesses focusing on cybersecurity, mission-critical AI, operational intelligence, secure communications, mission support, and autonomous systems for the United States and its allies. The […]

The software sector is enjoying a rebound and Wall Street analysts have rarely ever been as bullish on Oracle as they are now.

Microsoft has become a big beneficiary of the AI boom.

Oracle Corp. just gave back everything, and then some. The stock plunged about 35% in June, its worst month since September 1990, as investors began questioning the payoff from its massive AI buildout. The timing makes it sting more. That...

The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI infrastructure wave rolling through NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), and Oracle (NYSE:ORCL). The evidence sits in three data points from the most recent quarterly filings. NVIDIA’s Q2 FY2027 revenue guide of $91.0 billion, Alphabet’s 2026 capex guide ... $750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?

Originally focused on Bitcoin mining, Crusoe pivoted to AI infrastructure after selling its Bitcoin business, leveraging its energy expertise for data center development.

Cisco is up 46% in 2026 while Oracle has slid 25%, and Wall Street sees up to 185% upside for one of them. Here's how the two tech giants compare on value, yield, and dividend growth.

William Blair just added ORCL stock to its conviction list, with Oracle expected to be a major AI beneficiary.

Oracle Corporation (NYSE:ORCL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 22 upward EPS revisions and 14 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 30 upward revisions and 5 downward revisions. The ranking is held back by the downward […]

Bloom Energy is crushing the stock market. But can it sustain a lofty valuation in the second half of 2026?

SNOW's platform adoption and AI momentum are fueling gains, but rising competition, margin pressure, and premium valuation keep investors cautious.

Rimini Street, Inc. (NASDAQ:RMNI) is one of the Best Rising Penny Stocks to Buy According to Wall Street Analysts. Recently, on June 18, Rimini Street, Inc. (NASDAQ:RMNI) announced its partnership with One New Zealand to manage and stabilize its Oracle software systems. One New Zealand is a major telecommunications company that serves more than 2 […]

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

Microsoft (MSFT) stock has had a tough run, down 20% over the last year and trailing the market significantly. The conversation is dominated by one large number: a plan to invest roughly $190 billion in capital expenditures in calendar year 2026. The question for skeptics is whether the demand for artificial intelligence is real enough to pay for it all.

In late June 2026, Oracle unveiled new AI-powered tools across its cloud applications, including Oracle Manager Edge in Fusion Cloud HCM and four Fusion Agentic Applications in Cloud SCM that embed AI agents directly into workforce management and supply chain operations. These launches extend Oracle’s AI use deeper into day-to-day enterprise workflows, potentially increasing the stickiness of its cloud platforms by tying leadership coaching, inventory planning, and production readiness to...

Oracle Corporation (NYSE:ORCL) is one of the cheap stocks that are about to explode. On June 30, Oracle announced the launch of Oracle Manager Edge, an AI-powered coaching assistant integrated into Oracle Fusion Cloud HCM. Designed to help managers lead with greater confidence, the tool provides real-time, personalized guidance based on workforce signals like performance […]

AI data center startup Crusoe is in talks to raise about $3 billion in a funding ‌round that may triple its valuation, Bloomberg News ‌reported on Thursday, citing people familiar with the situation. The startup has contracts to ​supply AI computing power for the likes of Meta and Oracle, the report said, as technology giants spend billions of dollars on data centers to meet the massive computing requirements for ‌GenAI. The startup is ⁠still in active talks on the round, and a final valuation

Bloom Energy stock rallies as UBS raises price target to $350. Here’s why the investment firm is bullish on BE shares.

The market is pricing a vast range of possibilities for the tech giant's next chapter, and if you hold the shares, you're buckled in for the entire ride.

CRM's Data 360 momentum, AI-driven ARR growth and Informatica synergies are likely to support stronger fiscal 2027 revenue growth as customer demand expands.

Oracle (NASDAQ:ORCL) shareholders can’t seem to catch a break with the stock crashing close to 43% off its year-to-date peak of $248 and change. If you chased a name on a rebound, you took a huge hit to the chin, and with shares quickly approaching the depths not seen since April, now that all of ... Oracle Stock Crashed Again, Thanks in Part to OpenAI — Why It’s a Golden Opportunity to Buy

NOW's AI Control Tower demand supports long-term growth, but premium valuation, acquisition integration costs and margin pressure warrant caution.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor letter for the “Growth Equity Strategy.” A copy of the letter can be downloaded here. The first quarter proved challenging for investors. AI fears negatively impacted software and intermediary stocks. Later, geopolitical conflicts shifted focus toward energy and […]

If this company can deliver on its orders without too much financial strain, it could be a big winner.

Robinhood Markets is added as a top stock for July. Micron and Oracle are among Mizuho Securities’ top picks for the month.

The AI infrastructure darling was flying high until a report surfaced that one of the world's biggest companies might be moving into its neighborhood.

Oracle Corporation (NYSE:ORCL) is among the most profitable software stocks to buy right now. On June 24, Evercore ISI reaffirmed an Outperform rating on Oracle Corporation (NYSE:ORCL) with a price target of $245. This follows the company’s Form 10-K filing for FY26, which the firm believes provides greater revenue visibility. A day earlier, KeyBanc maintained […]

Oracle shares closed lower for a seventh straight session on Tuesday, slipping 0.82% to $146.55, according to a Seeking Alpha report. The stock has now fallen more than 55% from its 52 week high near $346, according to Seeking Alpha market data. What makes this stretch different is not the price ...

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

CPI FIM has delivered a strong 93.6% return over the past five years, yet the current valuation checks lean cautious, with the stock recently down over shorter time frames and scoring poorly on several metrics. Around 93.6% total return over five years suggests CPI FIM has rewarded patient shareholders, even though the share price has been weak more recently. The long term story for the stock may hinge on whether CPI FIM can keep translating its assets into consistent cash flow. At the same...

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

The company has booked a future nearly ten times its current size, but now comes the hard part: building it.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the software sector during the year had pushed valuations too low.

Oracle launched new AI driven Fusion Agentic Applications for autonomous supply chain management, targeting logistics, planning, and manufacturing workflows. The company also introduced Oracle Manager Edge, an AI powered coaching assistant designed to support managers with real time, context aware guidance. These products extend Oracle’s AI use beyond healthcare and defense into core operational and workforce management systems. Oracle (NYSE:ORCL) is pushing AI deeper into everyday...

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low. This was a valuation call from a skeptic, not an AI endorsement.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.

Long known for its high-priced professional software, the company is now chasing billions of mainstream users. This strategic pivot is already showing results, with Creative Freemium MAU growing from 50 million to 90 million in a year. The new aim is to build a comprehensive freemium funnel, a dramatic departure from its historical focus on paid-only tools.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.

Microsoft Corporation (NASDAQ:MSFT) is one of the most promising future stocks to buy right now. Reuters reported on June 26 that Italy’s antitrust authority announced on Friday the opening of an investigation into Microsoft Corporation (NASDAQ:MSFT) concerning the alleged unfair commercial practices associated with the ​price hike of its “Microsoft 365” ​subscription. The regulator stated that […]

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.

[220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Accounts Receivable Automation Market size & share revenue was valued at approximately USD 4.68 Billion in 2025 and is expected to reach USD 5.26 Billion in 2026 and is expected to reach around USD 16.01 Billion by 2035, at a CAGR of 13.08% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are Oracle Corporat

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low. This was a valuation call from a skeptic, not an AI endorsement.

A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.

Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would’ve let you trounce the broader market’s gains again and again. But what if I ... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks

Oracle Joins William Blair's Conviction List as Meta Gets the Boot

Analysts remain mostly bullish, but weak momentum and valuation concerns continue to weigh on sentiment.

Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud powerhouse is the marquee headline, but the money is quietly rotating into the picks-and-shovels names that get paid whether Oracle, Microsoft, or Meta wins the ... Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride

Oracle Corporation (NYSE:ORCL) ranks among the AI stocks beyond NVIDIA that could surge in 2026. On June 23, KeyBanc restated its Overweight rating and $300 price target for Oracle Corporation (NYSE:ORCL), noting more transparency on the company’s expenditure outlook. The firm boosted its EPS estimates for fiscal years 2028 through 2030, exceeding consensus expectations for […]

MSFT's premium valuation faces a key test as cloud growth stays strong but AI spending pressures margins. Does guidance justify the higher P/E?

Bloom Energy stock is rising once more this time on a massive expansion to its 2025 partnership with Brookfield Asset Management.

Bloom Energy (BE) could win more large data center orders as its expanded Brookfield Asset Managemen

Bloom Energy stock is rising once more this time on a massive expansion to its 2025 partnership with Brookfield Asset Management.

A fivefold expansion from the October 2025 framework reflects growing adoption of onsite fuel cell power for AI data centers

CoreWeave (NASDAQ:CRWV) stock is down 13% to $86.72 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated today, though there is one possible price-move driver. Still, overall it looks like a continuation of a broader downtrend for one of the ... CoreWeave Is Down 13% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?

The Middle East data center construction market is set to grow at a CAGR of 25.79% from 2025 to 2031, driven by the increasing demand for AI-ready facilities. Despite geopolitical challenges, including conflicts that expose digital infrastructure risks, the region is advancing in AI and digital transformation. Saudi Arabia, UAE, and Israel are key investment hubs, with significant growth forecast in AI technologies, renewable energy, and innovative cooling techniques. Major players like AWS, Goo

Oracle stock has fallen sharply in recent months even as its valuation checks still lean supportive. That puts fresh focus on whether the recent slide has pushed the shares into genuinely attractive territory or simply brought them closer to a more reasonable price. Oracle has delivered a total return of 88.7% over the past 5 years, which means long term holders are still clearly ahead despite the recent pullback. Heavy spending on AI driven cloud infrastructure can support revenue...

Wedbush’s Dan Ives says SpaceX could become a major AI-driven hyperscaler, while remaining bullish on semiconductors and select software stocks.

It’s no secret that Salesforce (CRM) stock has been a tough holding. With shares down 41% over the last year, the market’s verdict seems clear: the era of hyper-growth is over, and with it, the premium valuation. The conversation is almost entirely about the top line.

A new business inside Microsoft (MSFT) has quietly reached a massive scale. The company's AI segment has surpassed a $37 billion annual run rate, growing at an astonishing 123%. This new engine is already a significant portion of the Microsoft Cloud, which itself exceeded $54 billion in quarterly revenue. This is not a future promise; it is a present-day reality.

The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide accelerated this month after top holding Oracle posted its worst week since the 2001 dot-com bust, dropping 19.4% in five sessions on debt ... IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics

JFrog and Qualys are outperforming the broader software sector as bullish technical patterns suggest both stocks could continue leading into the second half of 2026.

Nuclear operators have had to reduce output or shut down in the past because of extreme heat. Natural gas turbines are less efficient.

Oracle today announced a new AI-powered coaching assistant within Oracle Fusion Cloud Human Capital Management (HCM) to help managers lead with greater confidence, consistency, and effectiveness. Oracle Manager Edge helps managers strengthen engagement, support employee growth, improve team performance, and drive retention by using insights from feedback, goals, performance reviews, team interactions, and other workforce signals across Oracle Cloud HCM to deliver personalized guidance in the mom

Oracle (NYSE:ORCL) just posted one of the strongest cloud quarters in software history. Infrastructure revenue grew 93% year over year to $5.79 billion, and remaining performance obligations hit $638 billion. Yet shares trade at $148.53, down 23.33% YTD. Market cap sits at $427.8 billion. Can this stock reach $400 a share and push Oracle past ... Oracle Could Be a $1 Trillion Company By This Date

Zacks.com users have recently been watching Oracle (ORCL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

INTU's AI strategy expands higher-value services, automating workflows and boosting cross-selling, helping lift growth and fiscal 2026 guidance.

Oracle Corporation (NYSE:ORCL) is one of the oversold tech stocks to buy now. On June 25, Oracle announced the third cohort of its Defense Ecosystem, adding 10 companies to a program designed to accelerate the deployment of mission-critical AI, cyber, and autonomous technologies for the US and allied nations. By connecting these emerging firms with […]

Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is one of the oversold tech stocks to buy now. On June 11, Cognizant selected Oracle Fusion Cloud Recruiting, part of Oracle Fusion Cloud Human Capital Management, to advance its talent acquisition strategy. This partnership aims to streamline hiring workflows and enhance candidate experiences across more than 60 countries. The […]

Oracle Corporation (NYSE:ORCL) is one of the undervalued stocks with high upside potential. On June 29, Oracle launched four new “Fusion Agentic Applications” within its Cloud SCM platform, using AI agents to autonomously manage supply chain tasks like inventory planning, supplier qualification, and production readiness. By shifting from manual tracking to AI-driven execution, these tools […]

Summer 2026 pullbacks have created potential entry points in AMPX, ORCL, SNOW, CRM, and ZS, with analyst consensus targets implying 55% to 80% upside across the group.

Investors are entering the second-quarter earnings season focused on whether heavy artificial intelligence spending by major technology companies will begin translating into stronger revenue growth, according to Wedbush Securities analysts. Wedbush wrote that recent weakness in large-cap...

A new AI tool is seeing the fastest adoption in the company's history, and it might be the key to unlocking a whole new phase of growth.

Oracle just had a week that made Wall Street nervous. The software giant's stock fell 19% in a single week ending June 27, its steepest weekly drop in 25 years, according to CNBC. The last time Oracle (ORCL) shed this much ground in a week was August 2001, right in the depths of the dot-com ...

Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and Wedbush’s Global Head of Technology Research thinks the market has the story upside down. “These are way oversold names,” he said, naming Microsoft (NASDAQ:MSFT), ... Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case

The technology giant is posting record results driven by its cloud and AI businesses, but the decision to buy hinges on whether you believe its large investment in the future will pay off.

Monetary Matters Network Co-Founder Jack Farley and AInvest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.

FuelCell Energy stock spiked Monday on government financing and a hefty PT hike after AI data-center deal. Bloom Energy jumped amid index transition.

Monetary Matters Network Co-Founder Jack Farley and AI Invest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.

Oracle today announced four new Fusion Agentic Applications that will help organizations improve supply chain performance by increasing inventory visibility, reducing supplier and operational impact, and improving manufacturing efficiency. Built into Oracle Fusion Cloud Supply Chain & Manufacturing (SCM), the new agentic applications are powered by coordinated teams of specialized AI agents that are outcome-driven, proactive, reasoning-based, and engineered for enterprise execution. In addition,

During an interview with CNBC, Ives said that the markets are currently treating Microsoft, Oracle, and Meta as bear-market stocks.

US equity investors will focus this week on the performance of Big-Tech shares amid nonfarm payrolls

Nvidia stock has pulled back from its May peak and is gradually approaching bear market territory. The shares have fallen nearly 20% from their year-to-date high, erasing billions of dollars from Jensen Huang’s fortune and inflicting losses on investors. Jensen...

OpenBox AI today announced an integration with CopilotKit, the creators of the open AG-UI (Agent-User Interaction) protocol. This partnership solves a critical challenge for enterprises: how to deploy AI agents that are autonomous yet fully governed. By adding OpenBox's runtime governance layer to the AG-UI stack, organizations can now enforce strict compliance policies, mandate human approval for sensitive actions, and generate tamper-evident audit trails — all without slowing down development

Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of dollars building data centers are being rewarded with enormous growth expectations, while those sitting on the sidelines risk falling behind. The challenge is that AI infrastructure is expensive, and not every company has the balance sheet of Microsoft (NASDAQ:MSFT), ... Is Oracle’s Debt Simply Too Much to Justify the Risk?

Investing.com -- A surge in artificial intelligence-related capital spending is unlikely to undermine share buybacks across the broader U.S. equity market, according to a Deutsche Bank strategy note, which said record corporate earnings continue to support shareholder returns despite a sharp rise in investment spending.

SpaceX IPO buzz faded as AI volatility, hotter inflation, and a shortened trading week shifted investor focus toward earnings season

Oracle Corporation (NYSE:ORCL) is one of the Best Cloud Computing Stocks to Buy According to Hedge Funds. On June 23, Jefferies analyst Brent Thill maintained a “Buy” rating on the company’s stock and reiterated the price objective of $320. As per the analyst, the company continues to witness strong demand for cloud systems. The investors were concerned after […]

Microsoft Corporation (NASDAQ:MSFT) is one of the best trending AI stocks to watch in 2026. Following Microsoft Corporation (NASDAQ:MSFT) and Chevron’s signing of a 20-year agreement to supply natural-gas- fired power to a data-center campus in West Texas, JPMorgan stated that it considers the offtake as durable and believes “the most compelling element of the […]

Investing.com -- Bernstein said Google Cloud has emerged as the leading AI cloud platform after a strong first quarter, with accelerating cloud growth and rising profitability helping it pull ahead of rivals in incremental cloud revenue despite continued heavy spending on AI infrastructure.

Oracle shares sink on reports that OpenAI is considering delaying its highly anticipated IPO. Here’s why such a development would be bearish for ORCL stock.

Shares of FuelCell Energy (NASDAQ:FCEL) are up 24% to $24.45 in midday trading Friday, while Bloom Energy (NYSE:BE) stock is down 13% to $268.65. It’s a rare same-session split for two fuel cell peers that typically trade together on AI data center power sentiment. The FuelCell Energy catalyst is concrete: a marquee data center power ... FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence

Palantir, Microsoft Among Most Oversold Mega-Cap Tech Stocks

ORCL's AI infrastructure spending is surging ahead of cloud revenue growth. Can record bookings and accelerating cloud demand justify the investment?

Oracle (NYSE:ORCL) has been one of the most punished mega-cap AI stories of 2026, sliding from a $303.62 peak in October to $152.46 today. Our 24/7 Wall St. price target for Oracle is $223.70, implying 46.73% upside over the next 12 months. The recommendation is buy with high confidence (90%). Metric Value Current Price $152.46 ... Wall Street Has 36 Buy Ratings on Oracle. Here’s How We See 47% Upside

The company is chasing unprecedented AI demand with a striking investment plan, creating a clear choice between future growth and present-day execution risk.

The AI boom promised to create a new generation of market winners. Instead, it has also exposed just how quickly expectations can outrun reality. After years of paying premium valuations for anything tied to artificial intelligence, investors are now demanding stronger earnings, disciplined spending, and proof that massive AI investments will generate real returns. The ... The AI Selloff Is Getting Brutal: 10 Tech Giants Already Deep in Bear Market Territory

A sharp sell-off in leading technology stocks reflects short-term impatience rather than any breakdown in the artificial intelligence trade, according to Wedbush. The broker said core names driving what it calls the fourth industrial revolution, including Microsoft Corp (NASDAQ:MSFT),...

If you hold Microsoft shares, the options market says you are already carrying exposure to a notably wide range of outcomes over the next year.

The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.

Oracle was among AI stocks that lost ground Friday, following a report that OpenAI is considering delaying its IPO.

The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.

AI growth is accelerating, yet the stock's history shows it offers little shelter in a broad market downturn.

Oracle Corporation (NYSE:ORCL) is one of the best stocks for beginners to buy now. On June 24, Oracle Health and Theator partnered to bring AI-powered surgical intelligence to US operating rooms. By analyzing surgical video and EHR data through Oracle Cloud Infrastructure, the platform automates operative reporting. This allows surgeons to generate accurate, structured reports […]

Tesla and SpaceX CEO Elon Musk gave his sign of support to the announcement posted by founder Michael Dell on X.

A list of 20 highly rated stocks favored by analysts for gains over the next year includes only one that has risen this year: Nvidia.

Microsoft’s Azure growth remains a key support for the stock, with investors weighing whether AI demand can offset the rising cost of building cloud capacity.

Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% in Thursday afternoon trading, leading a profit-taking reversal across some fuel cell names. The slide unwinds a chunk of yesterday’s 14% pop tied to FuelCell Energy’s strategic agreement with Fit Energy. Bloom Energy (NYSE:BE) stock is off 7%, last seen near $303 after closing Wednesday at $326.19. ... FuelCell Energy Drops 10%, Bloom Energy Falls 7% in a Profit-Taking Reversal as Plug Power Edges Up

ORCL's record $638B backlog and AI cloud demand are boosting long-term revenue visibility as cloud infrastructure revenues surge.

Rystad Energy expects fuel-cell market revenues to surge from $2.8 billion in 2025 to $30 billion by 2030.

Oracle Corporation (NYSE:ORCL) is included among the Top 10 Blue Chip Stocks with Growing Dividends. On June 22, Reuters reported that Oracle Corporation (NYSE:ORCL) reduced its workforce by 13%, or roughly 21,000 employees, during fiscal 2026. The update came as the company continued to restructure its operations. Part of the effort was tied to the […]

Arm Holdings plc (NASDAQ:ARM) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 17, 2026, Bernstein analyst David Dai raised the firm’s price target on Arm Holdings plc (NASDAQ:ARM) to $500 from $300 and maintained an Outperform rating. Dai described Arm as a structural beneficiary of the “renaissance of […]

Mizuho reiterated its Outperform rating and $320 price target on Oracle after the company’s fourth-quarter results.Oracle’s cloud infrastructure business is growing quickly, but investors are focused on capital spending, debt, and free cash flow.The bigger question is whether the demand for ...

The job cuts made headlines. But the bigger story is what's funding them.

Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg ... Retail Investors Sold NVIDIA, Microsoft, and Oracle to Fund SpaceX Buys. What’s the Next ‘Mega-Cap Tech Stock?’

Management's focus has shifted so completely to its massive AI infrastructure bet that its original cloud promise has gone quiet, changing what you actually own.

Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and SK Hynix and Samsung both plunging more than 12% the day after SK Hynix overtook Samsung as Korea’s most valuable company. Layered on ... $900 Billion Just Vanished as Korean Chip Stocks Crater, but the Squawk Crew Isn’t Sold on an AI Breakdown

CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy ... The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend

Shares of Advanced Micro Devices (NASDAQ:AMD) traded near $521 midmorning Wednesday, roughly flat on the session after a prior close near $520. The quiet tape masks a loud catalyst: UBS just supersized its price target on AMD stock to $670 from $455, one of the more aggressive upward revisions on the Street this month. The ... Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap?

In the last five years, Microsoft (MSFT) stock has returned a massive $223 Bil back to its shareholders through cold, hard cash via dividends and buybacks. This impressive capacity to return capital is rooted in Microsoft’s evolution into a high-margin powerhouse, driven primarily by its dominance in cloud computing and enterprise software. The company’s ability to generate such significant "payout power" is fueled by the robust, recurring revenue streams from its Intelligent Cloud segment, spec

Stocks wavered to a mixed close on Wall Street Wednesday as technology stocks once again weighed down the market. Declines for several influential tech heavyweights, including Microsoft, pulled the broader market lower even though most stocks in the S&P 500 gained ground. The S&P 500 fell 7.24 points, or 0.1%, to 7,358.22, despite nearly 2 out of every 3 stocks gaining ground.

Oracle is a critical AI infrastructure play with a growing backlog to be recognized over the next two to five years, providing ample upside potential.

Tech and chip stocks are cracking globally, dragging down the averages. Gold and silver are selling off, too, while crude oil, Treasuries, and the US dollar are mostly stable.

Summary: Oracle has laid off about 13% of its global workforce over the past fiscal year. Are these job cuts bullish or bearish for ORCL shares’ long-term thesis? Let’s find out!

Oracle disclosed a 2026 headcount of 141,000, down by 21,000 from a year earlier, after a round of AI-related layoffs.

Tech stocks were sharply lower late Tuesday afternoon, with the State Street Technology Select Secto

Oracle has been my focus this month, and the recent selloff has only sharpened that focus. The stock has dropped 29.45% since June 1, the financial press is hyperventilating about cash burn, and my cost basis keeps falling while my conviction keeps rising. That combination is rare. I am going to use it. Here is ... Why I Can’t Stop Buying This $553 Billion AI Infrastructure Gatekeeper

I’m opening with the headline number. Our 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $586.55 over the next 12 months, against a current quote of $551.63. That implies 6.33% of upside and a buy recommendation, with our model registering 90% confidence. The setup is unusual: a stock that has already run ... Over 40 Analysts Rate AMD a Buy, Here’s Why We Agree

JumpCloud Inc. has appointed George Roberts, venture partner at OpenView and former executive vice president of North American sales at Oracle Corporation, to its board of directors. Roberts brings decades of experience scaling global technology organizations, driving revenue growth, and building high-performing teams.

Oracle (NYSE:ORCL) at $175 looks compelling on the data. The stock has been pulled into the broader software compression trade even as its Q4 report revealed a $638 billion AI backlog that locks in years of forward revenue. Oracle sells database software, enterprise applications such as Fusion and NetSuite, and Oracle Cloud Infrastructure (OCI), which ... Tech Compression Dragged Oracle Stock to $175, but Its Unbelievable $638 Billion AI Backlog Makes It an Automatic Buy

The Nasdaq Composite and S&P 500 Index were down in late-morning trading Tuesday, while the Dow Jone

Wall Street closed mixed on Monday, pulled down by tech and discretionary stocks.

Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation past the point where even flawless execution can justify the price. Bloom builds solid oxide fuel cell systems that generate on-site power for ... Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?

Data governance technology is driving ROI as organizations scale AI initiatives and expand access to data across the enterprise. What was once primarily a repository for policies, lineage, and business definitions is becoming a critical layer for ensuring that analytics, automation, and AI systems operate with trusted context. As organizations deploy AI assistants and autonomous agents, the quality and accessibility of governance metadata directly influence the accuracy, transparency, and reliab

Oracle's financial position and doubts about its largest AI client have weighed on the stock.

Stock Market Today: The Dow Jones closes lower Tuesday. Micron and Nvidia drop and FedEx falls ahead of earnings.

A sell-off in technology shares deepened across global markets

Oracle cut headcount 13% as AI adoption and data center spending reshape its cost base.

The company spent $1.8 billion on restructuring costs as it cited AI deployment as a driver of workforce reductions

STORY: Oracle's total workforce declined 13%, or about 21,000 employees, in its fiscal 2026.It's as the cloud computing giant continued restructuring its business...partly driven by the adoption of AI across its operations.The company had a total workforce of 141,000 as of May 31...down from about 162,000 as of the same period last year.Oracle's annual filing said it spent $1.84 billion in severance payments and other exit costs.It follows multiple reports earlier this year about Oracle cutting

Oracle has been cutting jobs to focus on artificial intelligence. The moves haven’t helped the stock that much.

(Bloomberg) -- SpaceX shares extended declines in premarket trading, a day after the company saw the second-largest single-session drop in market value on record. Most Read from BloombergSpaceX Falls for Third Day, Erases $600 Billion in Market ValueOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapMeta Invests $900 Million in Cred, Taps Founder to Head WhatsAppIran Says Hormuz Closed Again as Talks With US Set to Open

After a decade of reinvention, the technology giant is posting strong software and infrastructure numbers, but its own cautious guidance raises the central question for investors.

We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks discussed by Jim Cramer. AI computing infrastructure provider CoreWeave Inc. (NASDAQ:CRWV) is one of Jim Cramer’s favorite stocks. The shares are down by 35% over the past year and are up […]

Oracle’s full-time employee strength was 141,000 as of May 31, compared to 162,000 a year ago.

Oracle just surpassed Microsoft in terms of the absolute size of its RPO, but real risks continue to haunt investors.

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower. Alphabet fell roughly 6%. Microsoft slipped as well. When the two largest software-adjacent megacaps decline together, the sector indices follow mechanically given their index weight. But the deeper driver was the market's persistent fear that AI

Companies positioned across clean power generation, fuel-cell technology, natural gas transition assets, and renewable infrastructure are drawing increased attention as their earnings outlooks improve.

Oracle (NYSE:ORCL) plans to reduce its workforce by about 13%, or roughly 21,000 employees, in fiscal 2026 as part of a broad restructuring. The company reported its largest-ever quarterly results alongside an AI focused expansion and a contracted backlog that now exceeds its market value. Oracle is preparing to raise up to $50b in new capital to fund AI infrastructure, with more than half of its backlog estimated to be tied to OpenAI related commitments. Oracle enters this restructuring...

Oracle's total workforce declined 13%, or about 21,000 employees, in fiscal 2026, as the cloud computing giant continued restructuring ‌its business, partly driven by the adoption of AI across its ‌operations. The company had a total workforce of 141,000 as of May 31, 2026, compared with about ​162,000 as of the same period last year, according to its annual report released on Monday. It also said in its filing that the workforce adjustments were in response to various factors, including manag

[220+ Pages Latest Report] According to a market research study published by Healthcare Foresights, the demand analysis of Global Decentralized Clinical Trials Market size & share revenue was valued at approximately USD 9.9 Billion in 2025 and is expected to reach USD 11.3 Billion in 2026 and is expected to reach around USD 38.3 Billion by 2035, at a CAGR of 14.5% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are ICON plc, Thermo Fis

Oracle (NYSE:ORCL) just reported its biggest quarter ever. Q4 FY2026 revenue hit $19.18B, cloud infrastructure ran +93% YoY, and remaining performance obligations exploded to $638 billion. Yet shares sit at $184.29, down 4.87% YTD and 11.73% over the past year. The market is wrestling with what Oracle has become: a capital-intensive AI infrastructure provider. Can shares ... Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen

Alphabet (NASDAQ:GOOGL) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today. Caught in the same theme, Amazon (NASDAQ:AMZN) stock is down 4% to around $234. Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) shares are also lower, though by smaller ... Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers

Stripe has promoted chief revenue officer Eileen O'Mara to vice chair — effectively making her the payment giant's top exec besides the founding Collison brothers.

Here’s a way to collect an attractive upfront premium from Adobe now, which immediately lowers your effective entry price while lining up a chance to own this creative software giant at a price well below today's.

Oracle Corporation (NYSE:ORCL) is one of the Best Data Center Stocks That Are Cheaper Than the S&P 500. Recently, on June 15, Mizuho reiterated an Outperform rating on Oracle Corporation (NYSE:ORCL) with a price target of $320. The rating comes after the company reported record quarterly revenue during its fiscal Q4 2026 earnings. ​During the […]

Connectbase and InterGlobix are pleased to announce that Clint Heiden, Chief Commercial Officer of EdgeCore Digital Infrastructure, has been confirmed as a featured speaker at TCW LIVE!, where he will participate in a discussion examining the unprecedented demand for AI infrastructure and its impact on the digital infrastructure ecosystem.

PENG tops ORCL in this AI infrastructure faceoff, backed by AI/HPC momentum, memory growth and lower capital intensity.

Oracle’s remaining performance obligations (RPOs) now exceed those of Alphabet and Microsoft and have also surpassed the company’s own market value.

Oracle’s earnings report shows spending on data centers and AI infrastructure isn’t slowing down.

Oracle Corp. stock fell after its June 10 earnings release, even as operating cash flow rose from negative free cash flow. It also projects 25% higher capex next fiscal year, and a $20 billion equity raise.

Oracle Corporation (NYSE:ORCL) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. During the episode, a caller inquired about the stock, and Cramer replied: It’s got so much debt. See, that’s a problem… Like, Vertiv doesn’t […]

Microsoft Corporation (NASDAQ:MSFT) is one of the best falling stocks to invest in, according to analysts. On June 17, Microsoft Corporation (NASDAQ:MSFT) stock edged lower amid reports it had abandoned plans to lease an Oracle Data center. The tech giant has reportedly withdrawn from a deal that might have been worth more than $3 billion […]

Chip stocks are still hot, but one ETF stands out as the better choice given current conditions.

If peace does indeed hold, there will likely be a continuing market rally in the weeks ahead. It’s a big deal. Meanwhile, Oracle Corp. (ORCL) reported earnings recently into a market that had recently soured on the AI trade after Broadcom Inc. (AVGO) earnings the week before, writes Tom Hutchinson, editor of Cabot Income Advisor.

CPI FIM (BDL:ORCL) recently drew investor attention after a daily share move that left returns mixed, with the stock down 4.5% over one day but slightly higher over the past month. See our latest analysis for CPI FIM. Zooming out, CPI FIM’s recent 6.33% 7 day share price return contrasts with its weaker year to date share price return. The 3 year total shareholder return of 108.96% hints at longer term resilience. If CPI FIM’s moves have you thinking about what else is out there, this could...

Wall Street has a new favorite trade: lending money to artificial intelligence. NVIDIA, Alphabet, Amazon, and Oracle have all rushed into debt markets to raise hundreds of billions of dollars to fund data centers, chips, and AI infrastructure. Investors have been lining up to buy, and the demand ...

DTE Energy (NYSE:DTE) is approaching its 52-week high after a strong first half of 2026, and the hyperscaler tailwind keeps building. With shares at $147.19 and a 52-week high of $153.72, our 24/7 Wall St. price target points to $155.41 by year-end 2026, implying roughly 10.76% upside on a 12-month view. The recommendation is buy ... Nearing 52-Week High, This is Where DTE Energy Will End The Year

GitLab's rapid revenue growth and Oracle's robust margins highlight two distinct approaches to digital transformation and risk management.

(Bloomberg) -- Meta Platforms Inc. has secured new agreements to get AI computing power from data center developer Crusoe, bolstering the infrastructure it needs to support an ambitious artificial intelligence expansion.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealNYC Greek Eatery Kiki’s Seized for Failure to Pay $1 Million TaxUS Ends Hormuz

Salesforce (NYSE: CRM) and Oracle (NYSE: ORCL) both delivered fresh earnings inside a three week window, and the contrast is striking. Salesforce sells AI agents that sit on top of customer data. Oracle sells the cloud plumbing those agents increasingly run on. Both are leaning into generative AI, but the way each one funds, prices, ... Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?

Oracle’s (NYSE:ORCL) stock has been through the wringer over the past year, but the long-term AI infrastructure story has only gotten more concrete. After the Q4 FY2026 earnings report on June 10, 2026, shares actually slipped, drawing attention to the gap between capital intensity and the backlog underneath. Our 24/7 Wall St. Price Target for Oracle ... Prediction: Oracle Will Trade at This Price in 2027

The 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $561.83 over the next 12 months. With AMD trading at $507.29 after a brutal 7.3% single-day reset on June 16, our proprietary model still points to roughly 10.75% of upside from here. Our recommendation is buy, with a confidence level of 90%. The ... UP 280% YTD, Will AMD’s Rally Continue?

For an investor in Oracle (ORCL), the headlines are dizzying. The company is signing AI infrastructure contracts by the tens of billions and has built a backlog of future business that seems to defy gravity. Yet the stock has been under pressure, down 12.2% over the past year, suggesting the market sees more to the story.

LAS VEGAS, June 18, 2026--Rimini Street, Inc. (Nasdaq: RMNI), the Software Support and Agentic AI ERP Company™ and the leading third-party support provider for Oracle, SAP and VMware software, today announced One New Zealand (NZ) is leveraging Rimini Street’s support and interoperability solutions to ensure its critical Oracle systems remain secure, stable and reliable, while enabling the organization to redirect investment and talent toward modernization and AI initiatives.

Oracle’s (ORCL) stock is up by over 120% since the beginning of 2023. That is great for Oracle. But wait a minute, IBM’s (IBM) stock is up a comparatively lower 91% during the same period. Hard to believe, but Oracle’s stock appreciation is well ahead of IBM’s stock. This is despite the stark contrast in how both companies generate cash. Over the trailing twelve months, IBM consistently generated massive free cash flow, pulling in a highly robust $12.2 billion. Oracle, over its most recently rep

The company is deliberately sacrificing predictable profits for a long-term vision, but the timing of this high-stakes bet introduces its own unique risks.

NVDA, ORCL and HD headline new analyst reports highlighting AI, cloud and retail growth drivers alongside key execution and market risks.

Though VeriSign has lagged behind the broader Nasdaq Composite over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.

With a net profit margin of 25.30%, Oracle Corporation (NYSE:ORCL) is included among the 12 Most Profitable American Stocks to Buy in 2026. Oracle Corporation (NYSE:ORCL) is a global leader in AI, delivering the cloud infrastructure, data, and applications that organizations across the world trust to successfully achieve business outcomes at scale. On June 11, BMO […]

Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corporation (NVDA), Oracle Corporation (ORCL) and The Home Depot, Inc. (HD), as well as two micro-cap stocks, Catalyst Bancorp, Inc. (CLST) and Hour Loop, Inc. (HOUR).

We recently published Jim Cramer Called SpaceX A Meme Stock & Discussed These 7 Stocks. Oracle Corporation (NYSE:ORCL) is one of the stocks discussed by Jim Cramer. Data center infrastructure provider Oracle Corporation (NYSE:ORCL)’s shares are down by 8.7% over the past year and by 1.7% year-to-date. The past couple of days haven’t been kind […]

It apparently fell short in an attempt to lease cloud capacity from a peer.

The AI infrastructure player popped on a technical benchmark, but the real story is the staggering size of the deals being signed behind the scenes.

If you hold Oracle (ORCL) stock, you’ve felt the turbulence. Despite a recent bounce, the shares are down over the last 12 months and sit well below their peak, a sign the market is wrestling with a profound shift in the company’s story. The options market is pricing in elevated uncertainty, with implied volatility in the 67th percentile of its annual range. This isn't about a legacy business in decline; it's about the significant risks of a company going all-in on a new one.

Bloom Energy's AI data center power deals with Brookfield and AEP spotlight its growth story, while M-tron faces valuation and execution risks.

Oracle (ORCL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Oracle points out that the demand for data center graphics cards remains robust, suggesting that Nvidia should be able to sustain its healthy growth rate

Janus Henderson Investors, an investment management company, released its “Forty Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Fund returned -12.25% in the quarter, underperforming the Russell 1000 Growth Index (-9.78%). Despite this, its 10-year annualized returns are approximately 15%. The recent quarter’s challenges stemmed from volatility and stock selection […]

Microsoft Halts Oracle Data Center Talks in Major Security-Driven Split

Bloom's story is a microcosm of how the AI-bearish economists & analysts have missed the fundamental demand drivers

Oracle (NYSE:ORCL) has launched OPERA Cloud Assistant, an AI-powered toolkit designed to automate hotel operations, guest engagement, and revenue management. The new assistant is available at no additional cost to existing OPERA Cloud customers. Loews Hotels has gone live with an advanced integration that uses Oracle OPERA Cloud as its data backbone, supporting more than 1,000,000 guest interactions each month. Oracle, trading at $188.33, is adding a fresh hospitality angle to its AI story...

This AI cloud and database giant sold off, but could it have the most upside of any AI stock?

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.83%. June E-mini S&P futures (ESM26 ) are down -0.20%, and June E-mini Nasdaq futures...

Oracle stock may have underperformed the market over the past year, but it could deliver terrific gains by accelerating the conversion of its massive backlog into revenue.

Oracle said on Tuesday that details in a Business Insider report on the ‌collapse of its discussions with Microsoft over a ‌potential leasing deal were inaccurate. The report had said that Microsoft's discussions with ​Oracle regarding a cloud infrastructure leasing deal have fallen apart due to security and compliance concerns. Microsoft declined to comment on the report, which cited people familiar with the ‌matter.

INTU trades below peers after a sharp 3-month drop, but AI-driven growth and higher fiscal 2026 guidance fuel debate.

J.P. Morgan projects AI-related investments by hyperscalers will nearly double in 2027 to $1.1 trillion.

The fuel-cell maker is benefiting from a significant AI-driven trend, but its long-term value will be determined by its performance in less favorable market conditions.

Connectbase and InterGlobix are pleased to announce that Dr. Sanjay Basu, Senior Director of GPU & Gen AI Solutions & Services – Cloud Engineering at Oracle has been confirmed as a featured speaker at TCW LIVE!, where he will join industry leaders for a discussion on one of the most transformative developments shaping the digital infrastructure industry today—the race to build and scale infrastructure for artificial intelligence.

AI leader Arista stock is poised to hit a new buy point after rebounding from a key support level in recent weeks.

Our 24/7 Wall St. price target for DTE Energy (NYSE:DTE) is $161.25 over the next 12 months, implying 9.38% upside from the current price of $147.42. I rate DTE a buy with high confidence. The hyperscaler data center pipeline, expanded capital plan, and constructive Michigan regulatory backdrop give this defensive utility a credible path to ... DTE Energy Emerges as a Top AI Infrastructure Beneficiary

Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s institutional Class shares fell –6.05%, outperforming the S&P Global 1200 Information Technology Index, which declined –6.57%. Positive performance was mainly due […]

Salesforce's record cash flows, rising margins and $50B buyback plan highlight its capacity to reward shareholders while investing in growth.

Oracle today announced Oracle OPERA Cloud Assistant, a new suite of AI-powered capabilities embedded directly within the familiar workflows of Oracle OPERA Cloud. These innovations help hoteliers automate guest room assignments, generate AI-driven rate descriptions that improve quality and consistency, and strengthen revenue management, while enabling staff to work more efficiently.

(Bloomberg) -- STMicroelectronics NV is looking to raise $1.5 billion from selling debt that can be exchanged into equity after the chipmaker’s shares tripled in value so far this year. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It Is to Reopen Horm

Oracle Corporation (NYSE:ORCL) is included among the 14 Best S&P 500 Stocks to Buy Now According to Analysts. Oracle Corporation (NYSE:ORCL) is a global leader in AI, delivering the cloud infrastructure, data, and applications that organizations across the world trust to successfully achieve business outcomes at scale. On June 11, DA Davidson boosted its price […]

Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 5.7% in the afternoon session after yields fell as the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.

The market is rightly focused on the company's struggles in do-it-yourself tax, but it might be missing a massive and much more lucrative business taking over from within.

Micron Technology (NASDAQ:MU) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year run. But here’s what you should actually be watching. The Crowded Trade at the Top of the Cycle Memory margins do not stay at 74% forever. Micron ... Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback

A $40 billion capital raise is the culprit behind the post-earnings ORCL stock drop.

Nvidia (NVDA) is the latest hyperscaler to tap the debt market to fund its artificial intelligence (AI) build-out. Yahoo Finance Markets and Data Editor Jared Blikre discusses more in the video above.

With the stock beaten down by concerns over spending, the market seems to be missing a critical number that signals a far more durable and diversified business.

Fuel cell stocks have been one of 2026’s loudest comeback trades, but the leaderboard isn’t close. Bloom Energy (NYSE:BE) stock has crushed its two main peers year to date (YTD), riding AI data center demand and a string of earnings beats. FuelCell Energy (NASDAQ:FCEL) stock sits in a distant second, and Plug Power (NASDAQ:PLUG) stock ... Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy?

Oracle Corporation (NYSE:ORCL) is included among the Top 10 Income Stocks with the Highest Upside Potential. On June 11, Wedbush lowered its price recommendation on Oracle Corporation (NYSE:ORCL) to $240 from $275. It reiterated an Outperform rating on the shares. The firm noted that Oracle’s fourth-quarter results exceeded expectations on both revenue and earnings. It […]

The company is making a significant strategic investment in artificial intelligence, and the primary risk for investors lies in the scale of these capital requirements.

The creative software giant is intentionally shifting its strategic focus to chase a large new audience, a pivot that is temporarily pressuring near-term growth metrics, forcing investors to weigh a long-term vision against near-term uncertainty.

Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten years come to $60,500. Everything else is what a single-sector ETF did to your money while you ignored it. The math holds up ... If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

AMZN's $35B India push and surging AWS growth highlight long-term upside, but high capex and valuation keep near-term entry timing in focus.

Evaluate Oracle's (ORCL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

Guided migration support, commission-free direct ordering, and hands-on onboarding help restaurants maintain operations and revenue through a smooth platform transitionNEW YORK, June 15, 2026 (GLOBE NEWSWIRE) -- Oracle's decision to retire GloriaFood by April 30, 2027 has prompted thousands of restaurants and reseller partners to evaluate their next ordering platform. New signups are already closed and the product roadmap is frozen, giving operators a fixed window to plan their transition. Resto

Brookfield Corporation (NYSE:BN) is one of the 6 Cheap Stocks to Buy According to Bill Ackman. Brookfield Corporation (NYSE:BN) is one of the largest asset management firms in the world, courtesy of its more than a trillion dollars in assets. The shares are up by 14% over the past year and are down by 3.4% year-to-date. […]

JPMorgan sees IPOs and share sales adding roughly $1.5 trillion of net stock supply over two years.

ORCL and ADBE spotlight a positive earnings outlook as S&P 500 estimates rise, even as investors weigh AI spending, cash flow and growth trends.

Applied Materials, Inc. (NASDAQ:AMAT) was among the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors. Cramer started the list with the stock, as he stated: I want to study what people still want in this miserable environment, so when things get better, we know what they’re going to […]

Oracle Corporation (NYSE:ORCL) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On June 11, Oracle Corporation (NYSE:ORCL) secured a $395.8 million contract from the U.S. Office of Personnel Management. Under the agreement, the company will deliver a new government-wide human resources platform based on its Oracle Fusion Cloud […]

Oracle introduced token-based and outcome-based pricing models for its AI features, aiming to give enterprise customers more predictable costs. The shift is intended to tie AI spending more closely to actual usage and measurable results, rather than broad subscription tiers. This change affects how organizations plan, budget, and deploy Oracle’s enterprise AI tools across workloads. Oracle (NYSE:ORCL) is rolling out this pricing shift while its stock trades at $184.13, with the share price...

S&P 500 companies posted nearly 29% earnings growth in Q1 2026, and Q2 estimates of 22% EPS growth are expected to top 30%, with energy and tech leading gains.

Oracle reported record fourth quarter revenue and beat analyst estimates Wednesday night, but the stock fell on weaker-than-expected guidance. The stock's drop has made co-founder Larry Ellison worth significantly less and falling down the billionaires list. Larry Ellison's Wealth Falls...

Oracle's Mike Sicilia says token-based, outcome-driven AI pricing gives businesses a smarter, more predictable way to manage rising AI costs.

Oracle operates some of the best data center infrastructure for artificial intelligence workloads.

A newly awarded federal cloud contract could give ORCL investors a compelling reason to look past the concerns.

Shares of Oracle (ORCL) tumbled 8.53% on June 11 as investors are concerned about the company's plans to raise more money to fund its AI buildout, overshadowing better-than-expected fiscal fourth-quarter results and a higher profit outlook announced a day earlier. On June 10, the 49-year-old cloud ...

Which semiconductor ETF to choose comes down to cost and portfolio construction. One wins on both counts.

Investors continue to worry about the return Oracle will get on its AI infrastructure spending.

Oracle Corporation (NYSE:ORCL) is included among the 10 Best S&P 500 Dividend Stocks to Buy Right Now. On June 11, Scotiabank lowered its price recommendation on Oracle Corporation (NYSE:ORCL) to $241 from $290. It reiterated an Outperform rating on the shares. The firm said it continues to like Oracle’s “rock solid core software business” and […]

The tech giant's earnings were impressive, but Wall Street is still nervous.

On Wednesday, Oracle Corp said that the fears of a broader SaaS slowdown have largely faded among its enterprise customers. The company’s shares have fallen about 9.75% over the past six months. Oracle pushes back On SaaS slowdown fears During...

Is VRT a good stock to buy? We came across a bullish thesis on Vertiv Holdings Co on The Boring Finance Guy’s Substack. In this article, we will summarize the bulls’ thesis on VRT. Vertiv Holdings Co’s share was trading at $300.57 as of June 8th. VRT’s trailing and forward P/E were 81.39 and 52.36 respectively according […]

A brutal week for AI's biggest spenders is recasting the iPhone maker's restraint as a strength.

Is ORCL a good stock to buy? We came across a bullish thesis on Oracle Corporation on Beyond The Hype – Looking Past Management & Wall Street Hype’s Substack by Beyond The Hype and Shilpa Reddy. In this article, we will summarize the bulls’ thesis on ORCL. Oracle Corporation’s share was trading at $211.82 as of June […]

Oracle Corporation (NYSE:ORCL) is one of the Top 10 Strong Buy Stocks to Invest In. On June 10, 2026, Oracle Corporation (NYSE:ORCL) reported fiscal Q4 adjusted EPS of $2.11, compared with consensus of $1.96, and revenue of $19.2B, compared with consensus of $19.09B. Oracle said record Q4 total cloud revenue reached $9.9B, up 47% in […]

Oracle just wrapped its fiscal year 2026 with record quarterly revenue of $19.2 billion, up 21% year-over-year (YoY), and its leadership team used the June 10 earnings call to send a clear message to investors: the biggest growth is still ahead. Cloud infrastructure revenue surged 93% in the ...

The science fiction is scary but jobs that require a physical presence, including the trades, are likely to prosper in the new labour world

One of these beaten-down cloud stocks is burning cash to build the AI boom, while the other is priced as if AI will leave it behind.

STORY: The U.S. Justice Department's (DOJ) Antitrust Division said it has cleared Paramount Skydance Corp's planned acquisition of Warner Bros. Discovery.It said the $110 billion transaction was unlikely to harm competition or consumers,saying its impact "will be to increase competition across the media and entertainment ecosystem, with benefits for American consumers and workers."Paramount thanked the DOJ for its review of the transaction.It said the deal would allow the company to better compe

The S&P 500 Index ($SPX ) (SPY ) on Friday rose +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) rose +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +0.64%. June E-mini S&P futures (ESM26 ) rose +0.65%, and June E-mini Nasdaq futures (NQM26 ) rose...

Earnings season is undoubtedly hectic for market participants, with companies finally revealing what's transpired behind closed doors.

Oracle reported that it anticipates capex of up to $95 billion. What does this mean for investors?

Oracle (ORCL) is drawing fresh attention after recent trading left the stock roughly flat over the past day, following mixed shorter term moves that include a decline over the past week and gains over the past 3 years. See our latest analysis for Oracle. The recent 7 day share price decline of about 13.8% and year to date share price decline of roughly 5.9% sit against a 3 year total shareholder return of about 52%. This suggests longer term holders still see meaningful value even as near...

After a strong quarter powered by AI and its mainframe business, the technology giant's stock has surged, forcing a hard look at whether its strategic pivot is truly paying off.

The earnings revisions trend for full-year 2026 has been positive for quite some time now, with estimates for 11 of the 16 Zacks sectors increasing since the start of March. Energy, Basic Materials, and Technology have been the biggest beneficiaries.

Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) jumped 4.5% in the morning session after investors grew more optimistic about the company securing major deals to power AI data centers, supported by positive analyst commentary.

(Bloomberg) -- The US Justice Department has closed an antitrust probe into Paramount Skydance Corp.’s $110 billion purchase of Warner Bros. Discovery Inc., saying the deal “is not likely” to hurt consumers or competition in the film and television industry.Most Read from BloombergWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOTrump Eyes Sunday Iran Deal But Tehran Says Still Reviewing TextAnthropic Shuts Down Mythos Access After Sweeping US OrderUS Wants to Avoid Congressional V

The S&P 500 Index ($SPX ) (SPY ) is down -0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.53%. June E-mini S&P futures (ESM26 ) are down -0.15%, and June E-mini Nasdaq futures (NQM26...

The S&P 500 Index ($SPX ) (SPY ) is up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.91%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.64%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures (NQM26...

The S&P 500 Index ($SPX ) (SPY ) is up +0.29%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.37%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.41%. June E-mini S&P futures (ESM26 ) are up +0.28%, and June E-mini Nasdaq futures (NQM26...

On June 12, Oracle’s (ORCL) earnings beat ran straight into what has apparently been a wall of investor worry. Wall Street had been looking for proof that Oracle’s cloud infrastructure business was still riding the AI boom, and the company delivered plenty of it. Revenue surged, Oracle Cloud ...

Investing.com -- Investors have had to assess a mix of earnings disappointments, capital raises, and shifting fortunes, with the week headlined by SpaceX's high-profile public market debut.

Micron Technology (NASDAQ:MU) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year run. But here’s what you should actually be watching. The Crowded Trade at the Top of the Cycle Memory margins do not stay at 74% forever. Micron ... Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback

ORCL shares plunge despite record Q4 as heavy AI spending, negative cash flow and dilution fears overshadow strong cloud growth and bold guidance.

Investing.com -- The broader software complex experienced widespread declines on Friday as fragile investor confidence gave way to a wave of sympathetic selling across the sector. The turn lower continued to arrest a month-long recovery fueled in part by strong corporate results and forward guidance from Snowflake. The shift in capital allocation reflects a market that remains deeply hypersensitive to any perceived headwind within the enterprise technology layer. Rather than treating recent oper

Shares of Advanced Micro Devices (NASDAQ:AMD) are up 5% in Friday trading, changing hands near $512 in the afternoon. The move comes after Citi delivered one of the most aggressive bull calls on the stock to date, putting a fresh spotlight on the AI accelerator narrative. Citi analyst Atif Malik upgraded AMD shares from Neutral ... Wall Street Just Put a Monster Target on AMD. Is the Stock Still Too Cheap?

Tech stocks are selling off amid renewed artificial-intelligence spending concerns, Microsoft included.

Oracle (NYSE:ORCL) recently reported blockbuster earnings, with both the top and bottom lines coming in above estimates. Revenue came in at $19.2 billion ($100 million higher than estimated), and EPS came in at $2.11 ($1.96 estimated). Both of these figures would’ve led to an equally blockbuster stock market performance, but the opposite has happened. Oracle is ... The Biggest Warning Signal Flashing for Oracle Right Now Has Nothing to Do With Sales or Profitability

Oracle posted record Q4 results and strong AI-driven cloud growth, but shares slid as investors focused on massive capital spending plans.

Oracle looks desperate to keep the AI infrastructure train running, even as the company reported nearly $24 billion in negative free cash flow for the year.

The stock market tumbled to key levels but roared back on Iran deal hopes. The record SpaceX IPO took off. Oracle dived on AI spending.

Artificial intelligence is reshaping nearly every corner of the technology industry, but it is also transforming corporate finance. Companies are no longer just competing for customers or market share. They are competing for computing power, data centers, semiconductors, and energy infrastructure. Building that foundation requires enormous amounts of capital, and the U.S.’s largest technology companies ... In 5 Months, Big Tech Has Borrowed More Than In the Last 5 Years

Shares of Oracle (NYSE:ORCL) took a major hit on Thursday, with shares stumbling close to 9% after reporting reasonable sales growth. Undoubtedly, the big headlines weren’t the quarterly results themselves, but news that the firm is going to spend even more on AI infrastructure. Undoubtedly, hefty spending has been a big weight on the firm’s ... Oracle Has 50% Upside According to Wall Street Analyst’s New Projections. Is He Right?

The Morning Bull - US Market Morning Update Friday, Jun, 12 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 futures up about 0.8% and Nasdaq-100 minis gaining around 1.2%, as investors weigh hotter US inflation against still solid rate expectations. May consumer prices rose 0.5% month on month, pushing headline inflation to 4.2% and energy costs up 23.5% over the year, which means pricier gasoline and heating for households. At the same time, the 10 year Treasury...

Futures rose and oil prices dived on Iran deal hopes, extending Thursday's big moves. The SpaceX IPO is set to begin trading.

Investors seem convinced artificial intelligence will disrupt the software giant. Its most recent results tell a different story.

Cleo Capital Managing Director Sarah Kunst delivered a pointed warning on CNBC on Thursday, June 11, saying that with the mood around Oracle (NYSE:ORCL), “I feel like it’s 1999 again. We’ve got the Knicks and the Spurs in the final. We have Oracle being sort of the name on the street. But it’s not going ... ‘I Feel Like It’s 1999 Again.’ CNBC Analyst Issues Dire Warning on Oracle Stock

Dow Jones futures: The S&P 500 and Nasdaq jumped as Trump canceled Iran strikes, but still below key levels. The SpaceX IPO priced at 135 a share. CrowdStrike flashed a new buy signal.

The stock’s next readout will depend on whether Azure and Copilot growth can support returns on Microsoft’s expanding AI infrastructure base.

Investors were generally gloomy about tech stocks.

Dow Jones futures: The S&P 500 and Nasdaq jumped as Trump canceled Iran strikes, but still below key levels. The SpaceX IPO priced at 135 a share. CrowdStrike flashed a new buy signal.

If nothing else, President Donald Trump knows how to use the tools at his command to generate attention, in markets as well as any public sphere.

CrowdStrike (CRWD): Great Company, Brutal Price By IPO Edge Editorial Staff An outage took down half the internet in July 2024. The company behind it was CrowdStrike (CRWD). Two years […]

Today, June 11, 2026, markets recovered on revived peace talk hopes, and chips helped power the S&P 500 and Nasdaq.

On Wednesday, Oracle Corp (NYSE:ORCL) said that the fears of a broader SaaS slowdown have largely faded among its enterprise customers. The company’s shares have fallen about 9.75% over the past six months. Oracle pushes back On SaaS slowdown fears During Oracle’s fiscal 2026 fourth-quarter earnings call, CEO Mike Sicilia said concerns about the “SaaS apocalypse” had caused some customers to delay decisions a few quarters ago, but that sentiment has changed. “People have quickly moved on to that

Today, June 11, 2026, investors weigh surging AI build-out costs against rapid cloud growth and resilient Wall Street optimism.

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 12.6% in the morning session after it reported results that beat on almost every metric but disclosed a capital spending commitment that alarmed investors focused on free cash flow and dilution.

The database giant's stock dropped after capital spending came in well above its own forecast. But that spending is revenue for the companies filling its data centers.

Stock Market Today: The Dow Jones index rose Thursday despite Trump's new threats on Iran. Oracle stock plunged on earnings.

U.S. stocks rallied to their best day in two months, and oil prices fell after President Donald Trump called off his threat to bomb Iran in the evening. The Dow Jones Industrial Average leaped 1.9%, and the Nasdaq composite rallied 2.5%. The Nasdaq composite rose 640.16 points, or 2.5%, to 25,809.66.

Dow Jones futures: The S&P 500 and Nasdaq jumped as Trump canceled Iran strikes, but still below key levels. The SpaceX IPO priced at 135 a share. CrowdStrike flashed a new buy signal.

Despite delivering record results for its fiscal fourth quarter, the market's attention has shifted toward Oracle's elevated CapEx.

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR

Snowflake's AI products are seeing record adoption, driving strong revenue growth as new data and AI tools expand its enterprise platform.

At $475.51, Advanced Micro Devices (NASDAQ:AMD) is a Hold. The stock has roughly doubled in five months on accelerating AI demand, and the gap between the operating story and the multiple has rarely been wider. AMD designs the CPUs and GPUs powering hyperscale AI factories, with EPYC server chips and Instinct accelerators now the company’s ... Up 129% Year-to-Date: 1 Flashing Red Light That Makes AMD Stock a Dangerous Buy Above $475

Stock Market Today: The Dow Jones index rose Thursday despite Trump's new threats on Iran. Oracle stock plunged on earnings.

Oracle stock falls, and is among the leading decliners among S&P 500 components. Intel, Sandisk, and Micron rise as tech stocks recover following a brutal selloff.

Strong quarterly results were overshadowed by rising AI infrastructure costs and plans for additional financing.

Is VNET a good stock to buy? We came across a bullish thesis on VNET Group, Inc. on Coughlin Cap’s Substack by Brian Coughlin and P14 Capital. In this article, we will summarize the bulls’ thesis on VNET. VNET Group, Inc.’s share was trading at $9.28 as of June 9th. VNET’s forward P/E was 24.39 according to […]

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF

Oracle's (ORCL) post-earnings sell-off could be due to its higher-than-expected capital expenditure

Oracle (ORCL) plans to raise about $40 billion via debt and equity issuances in fiscal 2027, includi

Oracle shares plunged after the tech giant said it expects to raise billions to fund its AI buildout.

(Bloomberg) -- Cloud-computing giants powering the artificial intelligence boom are tapping global debt markets to fund hundreds of billions of dollars needed for data centers, chips and other infrastructure. Junk-rated CoreWeave Inc. is now following their lead.Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulSpaceX IPO Draws More Than $100 Billion in Retail OrdersTrump Vows New Attacks on Iran, Threatens Key Energy TargetsSpaceX IPO Raises $75 Billion in Biggest

Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell around 12% on Thursday after quarterly results drew investor scrutiny over the company's aggressive capital spending plans, even as a record backlog and strong cloud infrastructure growth pointed to durable demand for its AI buildout. The stock...

Wedbush Cuts Oracle Target, Sparks Fresh Fears Over $40B AI Spending Plan

ORCL's fiscal Q4 beat is powered by surging cloud demand, with AI-driven infrastructure growth accelerating and pushing revenues up 21% year over year.

Oracle stock is falling after earnings but Wall Street analysts think there is a reason to back the cloud computing-and-software company.

AI stocks could be about to get a big test if OpenAI slashes prices in order to compete with rival Anthropic.

Oracle shares tumbled 12% on Thursday as surging spending and a ballooning debt load fanned investor concerns about the cash burn in ‌the company's push to build out AI infrastructure. A smaller player in ​the cloud-computing industry for a long time, Oracle has in recent months seized massive data-center deals with OpenAI and Meta to compete more forcefully with rivals, such as Amazon and Microsoft. But Oracle lacks the large cash flows that have primarily funded the tech giants' outlays, for

Wall Street may be turning on AI, as Oracle (NYSE:ORCL) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago. ORCL stock is now up just 2.3% from ... Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse

All three major US stock indexes were up in late-morning trading Thursday, as chip stocks rebounded

Stock Market Today: The Dow Jones index rose Thursday despite Trump's new threats on Iran. Oracle stock plunged on earnings.

Oracle Tops Q4 Earnings Estimates. Why the Stock Is Tanking

Oracle stock is falling after earnings but Wall Street analysts think there is a reason to back the cloud computing-and-software company.

ORCL leans into AI with $67B in infrastructure contracts and guides for a 34% y/y revenue jump in FY27.

Oracle (ORCL) stock has dropped by as much as 10% in Thursday's pre-market trading despite topping fiscal fourth quarter earnings and revenue estimates. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Monetary Matters Network co-founder Jack Farley for a conversation about whether the AI infrastructure company is showing signs of weakness or oversaturation in the buildout landscape.

Oracle stock falls, leading decliners among S&P 500 components. Intel, Sandisk, and Micron rise as tech stocks recover following a brutal selloff.

Stock Market Today: The Dow Jones index rose Thursday despite Trump's new threats on Iran. Oracle stock plunged on earnings.

Oracle (NYSE:ORCL) just turned in the quarter that finally validates the AI infrastructure thesis. Cloud Infrastructure revenue jumped 93% year over year to $5.79 billion in Q4 FY2026, and the remaining performance obligation backlog now sits at $638 billion. Shares closed at $201.26 on June 10, up just 3.89% year to date. The disconnect between ... Can Oracle Hit $400? This Is How It Could

News of the day for June 11, 2026

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Shares of Oracle (NYSE:ORCL) are down 10% to $182.25 in early trading Thursday, following the company’s Q4 FY2026 earnings report released after the bell Wednesday. The slide is dragging on cloud and enterprise software names, with Salesforce (NYSE:CRM) stock down 1.28% to $168.80 and trading near its 52-week lows. Oracle stock closed at $201.26 Wednesday, ... Oracle Plunges 10% After Earnings, Salesforce Slips Near 52-Week Lows as Cloud Stocks Slide

Stock Market Today: The Dow Jones index rose Thursday despite Trump's new threats on Iran. Oracle stock plunged on earnings.

Wall Street is reeling after a brutal two-session selloff, but some of the worst performers from that stretch are leading the market higher.

Stocks looked poised for a rebound today, as investors shrug off mounting U.S.-Iran tensions and Oracle earnings that highlighted the huge cost of the AI boom.

Investing.com - U.S. stock index futures rose on Thursday, buoyed by reports that the U.S. and Iran have held peace talks despite recent military strikes, while technology shares looked set to rebound from recent losses.

Cognizant, a leading global professional services company and longstanding Oracle partner, has selected Oracle Fusion Cloud Recruiting, part of Oracle Fusion Cloud Human Capital Management (HCM), to help power a more AI-driven approach to talent acquisition. With Oracle Recruiting, Cognizant aims to transform its talent acquisition journey, improve hiring efficiency, and scale recruiting operations to support its global workforce.

Guggenheim maintained its $400 price target for Oracle shares with a ‘Buy’ target, implying an upside potential of nearly 100% from Wednesday’s closing price.

Oracle stock fell despite beating fiscal Q4 views. Its guidance was in-line with forecasts. But AI-related spending is heavy.

Oracle stuck was falling after earnings but Wall Street analysts think ther’s reason to back the cloud computing-and-software company.

Stock Market Today: The Dow Jones index slashed its gains after Trump's new threats on Iran. Oracle stock plunged on earnings.

Oracle shares are in decline Thursday premarket after the software and cloud-computing company reported a more than twofold increase in capital expenditures. Capex for the fiscal year that closed at the end of May surged to $55.66 billion from nearly $21.22 billion a year earlier. Oracle shares closed 2.2% lower at $201.26 on Wednesday ahead of results.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Oracle’s guidance overshadows growth from the cloud, inflation could keep Fed on “prolonged hold,” SpaceX stock gets its first analyst, and more news to start your day.

Oracle (NYSE:ORCL) reported quarterly earnings and revenue ahead of market forecasts on Wednesday and raised its outlook for annual adjusted earnings per share. Despite the strong operating performance, the stock fell 10.

SAP (NYSE:SAP) shares fell more than 4% after competitor Oracle (NYSE:ORCL) revealed fiscal 2027 capital expenditure plans that significantly exceeded analyst expectations, highlighting the escalating costs associated with competing in the artificial intelligence infrastructure market. Oracle’s shares dropped more than 10% in premarket trading on Thursday after the company announced it could spend as much as $95 billion on capital projects during fiscal 2027.

Oracle beat Wall Street expectations on revenue and profit, but investors balked at a new $40 billion financing plan for its AI buildout

US equity markets were tracking in the green before the opening bell Thursday as traders assess esca

Futures signal a market rebound from key levels, even as Oracle tumbles. Here's what to watch for. The SpaceX IPO is on tap.

Investing.com -- Shares in SAP (NYSE:SAP) (ETR:SAPG) dropped more than 4% after rival Oracle (NYSE:ORCL) unveiled capital spending plans for fiscal 2027 that came in well above Wall Street expectations.

Stocktwits data showed retail traders have turned cautious, with sentiment dipping to ‘bearish’ on SPY and ‘neutral’ on QQQ.

(Updates with the stock move, gross margin, and capex in the first, ninth, 10th, and 11th paragraphs

The company said total revenue for the quarter rose 21% to $19.2bn.

Investors are monitoring a mix of geopolitical tensions, corporate earnings developments and central bank policy decisions, with U. S.

On Wednesday, Oracle Corp (NYSE:ORCL) said that the fears of a broader SaaS slowdown have largely faded among its enterprise customers. The company’s shares have fallen about 9.75% over the past six months. Oracle pushes back On SaaS slowdown fears During Oracle’s fiscal 2026 fourth-quarter earnings call, CEO Mike Sicilia said concerns about the “SaaS apocalypse” had caused some customers to delay decisions a few quarters ago, but that sentiment has changed. “People have quickly moved on to that

Oracle’s rising debt levels and surging capital expenditures to build capacity for future orders have long been a source of concern for investors.

Oracle beat Q4 earnings and sealed a $300B OpenAI deal. Flat guidance sent shares down 8%. The AI bet has a price.

Oracle Corp (ORCL) reports a robust Q4 with significant gains in cloud infrastructure and AI contracts, despite challenges in gross margins and competitive pressures.

The cloud giant's record quarter came with a reminder of just how expensive its artificial intelligence build-out has become.

Futures were little changed while oil prices rose as Trump launched new U.S. attacks vs. Iran. Oracle tumbled on earnings. The SpaceX IPO is on tap.

STORY: Oracle shares plunged in after-hours trade Wednesday, dropping close to 9%.:: OracleThe dive came after the tech firm said its spending on AI would blow past estimates.It also said it would have to raise more debt next year, reflecting the staggering sums of money being put into AI infrastructure.Oracle has big deals to build data centers for customers like Meta and OpenAI.:: OracleOn Wednesday it said its huge “Stargate” facility in Texas would be more than three-quarters complete within

Arm Holdings plc (NASDAQ:ARM) is one of the Best Up and Coming AI Stocks to Buy Now. The company completed its IPO in 2023 with a market valuation of roughly $54.5 billion and was considered one of the largest IPOs of the year. Since then, the company has gone on to become a prominent AI […]

Futures rose as Trump launched new U.S. attacks vs. Iran while Oracle tumbled on earnings. The SpaceX IPO is on tap.

Oracle shares were falling on Thursday afternoon, after the company reported mixed earnings results for its fiscal fourth quarter after the Wednesday bell. Oracle also said that its capital expenditures for the current fiscal year would be around $70 billion, plus another $20 billion to $25 billion paid directly by customers. In its just ended fiscal 2026 year, Oracle’s capex was $56 billion, up from $21 billion in fiscal 2025.

The Nasdaq Composite tumbled again today after the latest inflation reading and higher oil prices failed to stop the bleeding. Chips were at the heart of the downturn, with the iShares Semiconductor ETF sinking another 3.7%, putting the chip stock benchmark 12% off its June 3 closing high. Industrials were the biggest laggard on Wednesday, dragged down by a swirl of other factors including rising oil prices, and expectations of a Fed interest rate hike.

Although the revenue and EPS for Oracle (ORCL) give a sense of how its business performed in the quarter ended May 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

The cloud infrastructure and AI provider delivered everything investors were expecting. They wanted more.

Oracle Corp (NYSE:ORCL, XETRA:ORC) reported better-than-expected fourth-quarter results on Wednesday, driven by surging demand for artificial intelligence infrastructure. However, its plans to raise approximately $40 billion through a combination of debt and equity to fund its AI datacenter...

Oracle's (ORCL) fiscal fourth-quarter results surpassed Wall Street's estimates, driven by rising de

Oracle (NYSE:ORCL) has secured a U.S. government contract to overhaul government-wide HR systems with its cloud platform. The award expands Oracle's federal footprint beyond earlier AI policy work and positions its cloud services at the core of HR modernization efforts. The deal highlights Oracle's role in U.S. government digital transformation, rather than focusing on earnings, price targets, or AI infrastructure spending. For investors tracking NYSE:ORCL, this contract adds a fresh data...

Oracle (ORCL) delivered earnings and revenue surprises of +7.61% and +0.54%, respectively, for the quarter ended May 2026. Do the numbers hold clues to what lies ahead for the stock?

Oracle plans to raise $40 billion in FY27, which includes its previously announced $20 billion at-the-market equity issuance.

Spinnaker Support, the third-party software support leader trusted by more than 1,000 organizations worldwide, today announced the appointment of Vivek Pruthi as Managing Director – APAC, as the company accelerates its investment and expansion across the region.

Oracle (NYSE:ORCL) reported a record fiscal fourth quarter and outlined plans for another year of heavy capital investment as executives said demand for AI infrastructure, cloud database services and cloud applications is driving a sharp increase in contracted future revenue. On the company’s fourt