Oracle Corporation

On September 11, 2026, Reuters reported that Oracle Corporation (NYSE:ORCL) topped Wall Street estimates for its fiscal first-quarter results and reported a smaller cash burn than expected. It sent shares up 4% in extended trading and offered investors confidence that its AI infrastructure investments are generating returns without overwhelming its balance sheet. Oracle booked more […]

The Big Short investor tallied the AI commitments piling up at five hyperscalers. He says even a small write-off could land harder than anyone expects.

Big Tech is funneling nearly $200 billion into AI infrastructure every single quarter, a share of the economy larger than the entire railroad expansion. But the balance sheets tell a more complicated story about who is actually footing the bill.

Tech giants are increasingly turning to the bond market for their AI infrastructure build-out.

IBM has raised its dividend every year since 2016 without missing a beat, but the company writing those checks today barely resembles the one that started the streak. The question is whether the math still works when acquisitions, quantum bets, and mounting debt all compete for the same cash.

Michael Burry just went through five balance sheets and came back with a warning nobody on Wall Street wants to hear.

Oracle Corporation (NYSE:ORCL) is facing growing scrutiny over the financing of its AI infrastructure after about $18 billion of loans tied to its Project Jupiter data center in New Mexico were quoted at 89 to 91 cents on the dollar, according to the Financial Times, as reported by Reuters. The project is part of Oracle’s […]

Tech giants are increasingly turning to the bond market for their AI infrastructure build-out.

Key Stats for Oracle StockCurrent Price: $137. 10Target Price (Mid): ~$454Street Target: ~$238Potential Total Return: ~231%Annualized IRR: ~29% / yearWhat Happened?Oracle Corporation (ORCL) closed down 3.

Foreign investors poured a record US$942b into US equities over 12 months, showing how strongly global capital still backs listed businesses with clear leadership and purpose. When money is this picky, founders who still run the companies they built can look especially interesting. In this article you will see three founder‑run stocks from our screener that show how this mindset can play out in practice. The three founder led stocks below are just a starting sample, as the full screen...

Bloom Energy leads five top stocks to watch this week, all trading near early entries or traditional buy points in a resilient stock market. Bloom Energy and its peers all ride artificial-intelligence tailwinds, as AI stocks stage a powerful rebound. Fuel-cell firm and AI power play Bloom Energy broke out Friday.

New CFO Hilary Maxson, who opted to take some of her pay in restricted stock units, fared much better.

Oracle Corporation (NYSE:ORCL) and Alphabet Inc. (NASDAQ:GOOGL) are both trying to turn AI infrastructure into a larger cloud business, but they are asking investors to fund very different models. Oracle trades at about 17 times forward earnings after its sharp 2026 selloff, while Alphabet trades near 22 times. The cheaper stock is also carrying far […]

One company is racing to build data centers fast enough to meet AI demand. The other is defending its core tax and accounting business against AI disruption. Both carry risks worth understanding.

The "force majeure" shows how complicated it has become to construct a data center on time.

Long term Treasury yields hitting a 19 year high have pulled attention back to boring old bonds, yet the real story sits in what is driving those yields higher. A historic surge in AI investment is keeping corporate borrowing strong even as money gets more expensive. That mix can punish stretched companies and reward strong ones. This article highlights three AI driven stocks from our undervalued screen that may be worth a closer look. The three stocks highlighted next are just a sample from...

On September 12, 2026, Reuters reported that Oracle Corporation (NYSE:ORCL) co-founder and executive chairman Larry Ellison canceled a plan to sell up to 50 million Oracle shares, worth roughly $7.5 billion at the stock’s closing price, just one day after Oracle had disclosed the trading plan in a regulatory filing. Oracle said no shares were […]

Oracle sent a force majeure order to the developer of Project Jupiter in the face of multiple permitting delays.

Larry Ellison has pledged 67 million more shares of Oracle Corp. as collateral for personal loans than he had at the same time last year.

Earnings revisions have remained positive as we approach the Q3 earnings season, continuing the trend in place for a year now. Growth momentum remains broad-based, with 14 of the 16 Zacks sectors expected to see higher earnings relative to the same period last year.

On Sept. 25, 2026, the productivity giant unveiled new AI capabilities designed to widen adoption and support premium monetization across its suite.

SAP SE (NYSE:SAP) was one of the software-as-a-service stocks caught up in the February SaaSpocalypse selloff, which wiped out almost $300 billion from U.S. software and data stocks in a single session. The SaaSpocalypse narrative centered on fears that AI agents would replace the per-seat software subscription model that built companies like SAP. The company […]

Earlier this week, Bloom Energy said Oracle remains committed to its roughly 2.4 GW fuel cell contract for the Project Jupiter AI data center despite issuing a force majeure notice tied to delays in the supporting natural gas pipeline. While the notice raised questions about timing and payment deferrals, subsequent reassurances from Oracle, Bloom, and analysts suggest the project’s financial commitments and long-term role in AI power infrastructure are largely intact. Next, we’ll examine how...

In this episode of Market Hang, Turney Duff and his panel of experts weigh in on Oracle's (ORCL) recent data center hiccups, high mortgage rates, McDonald's (MCD) as a market play, and more.Today's panel includes Exhibit A co-founder Matt Cerminaro, Fundstrat economic strategist Hardika Singh, YouTuber and financial adviser Kevin Paffrath, and Yahoo Finance Executive Editor Brian Sozzi.

We cover Cipher Digital’s $5.2B, 10-year extension with Fluidstack and the Nascale IPO projected to value the company at $30-35B.

Bloom Energy jumps after a Wall Street analyst reassures investors the company won’t be affected by Oracle’s force majeure notice.

Oracle’s move to protect itself against delays at its New Mexico data center adds uncertainty for bondholders, though its spending commitments remain in place.

Turney Duff chats with Exhibit A co-founder Matt Cerminaro, Fundstrat economic strategist Hardika Singh, YouTuber and financial adviser Kevin Paffrath, and Yahoo Finance Executive Editor Brian Sozzi about Oracle's (ORCL) recent data center hiccups.

Investing.com -- AI news once again drove significant moves this week, with one name under pressure over its data center plans.

Michigan's utility giant just locked in hyperscale data center deals with Oracle and Alphabet while its stock slid nearly 10% in a month, creating a rare gap between what the market sees and what the load growth math suggests.

CoreWeave (CRWV) has climbed 12.8% over the last five trading days, while the S&P 500 added 0.9%. The run coincided with a sale of convertible senior notes, and it stirs the urge to chase. But where CoreWeave goes next week is not the question for your money. What matters is how far it travels each time the market moves, and it travels furthest on the way down.

Nvidia stock reacts as Elon Musk outlines how many chips will be installed at SpaceX’s Colossus data-center campus in the coming months.

Hyperscaler stocks could rebound in 2027, according to a Goldman Sachs scenario for capital spending, revenue growth and free cash flow.

In this episode on Sozzi Unleashed, Yahoo Finance Executive Editor Brian Sozzi breaks down what mortgage rate surges mean for home improvement stocks, why Elon Musk may be the next leader to have a 'Mark Zuckerberg moment,' and what Alphabet's (GOOGL, GOOG) venture into space could mean for the business.

AI-linked spreads exceed the broader investment-grade market by 37 basis points.

Yahoo Finance Executive Editor Brian Sozzi sounds the alarm that higher 10-year Treasury yields are pushing mortgage rates to their highest level in two years and could start to affect stocks in the home improvement sector.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian chat with Deirdre Bosa about Oracle's (ORCL) force majeure at its AI data center and what it signals about the broader AI build-out.

Yahoo Finance Executive Editor Brian Sozzi sounds the alarm that higher 10-year Treasury yields are pushing mortgage rates to their highest level in two years and could start to affect stocks in the home improvement sector.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian chat with Deirdre Bosa about Oracle's (ORCL) force majeure at its AI data center and what it signals about the broader AI build-out.

International Business Machines (IBM) stock trades at 19.9 times the past year's earnings. The median S&P 500 company trades at 22.1 times. The shares lost 14.4% over the last twelve months, while the S&P 500 returned 17.1%. Is IBM a good business on sale, or a fair price for one whose growth has stalled? The answer starts with what the price buys you today.

“BCC Research examines how AI is improving process optimization, defect detection, predictive quality control and materials discovery, helping semiconductor manufacturers improve yields, consistency and fab efficiency.”Boston, Sept. 25, 2026 (GLOBE NEWSWIRE) -- The electronic chemicals and materials industry is undergoing a structural realignment driven by artificial intelligence — from hyperscale data center buildouts and national semiconductor strategies to AI-accelerated materials discovery.

Oracle's Project Jupiter is just one casualty in a growing wave of blocked and delayed data center construction that threatens to destabilize the entire AI infrastructure boom, and the warning signs point far beyond one struggling company.

Big Tech's AI commitments are becoming harder to ignore

Dot-com era darling Akamai strikes a $12 billion deal with Anthropic, and AMD and Marvell are big stock movers

Nvidia stock was reacting after Elon Musk outlined how many chips will be installed at SpaceX’s Colossus data-center campus in the coming months.

Goldman Sachs strategist Ryan Hammond thinks hyperscalers like Amazon, Oracle, and Microsoft need to generate about $300 billion in AI revenue in the "next few years" to break even on their investments.

ORCL's shares lost 3.5% after a force majeure notice raised concerns over delays, power challenges and costs tied to its massive AI data center project.

Key Advisors Wealth Management CEO and co-founder, Eddie Ghabour, shares his thoughts on Oracle's (ORCL) recent stock moves and their implications for the larger AI trade.

Blue Owl Capital's (OWL) Stack Infrastructure unit faces a one-year delay to its Jupiter data center

Investing.com-- U.S. stock index futures turned mildly positive early-Friday as a sharp drop in oil prices offered some relief after a surge in crude and Treasury yields spooked Wall Street this week.

Project Jupiter is part of a broader Oracle agreement to procure up to 2.8 GW of Bloom systems.

AI agents, infrastructure spending and data-center delays kept investors focused on the next phase of the AI buildout.

The five hyperscalers are spending some $1 trillion a year to build out artificial-intelligence infrastructure, and their annual free cash flow is expected to show a decline of $440 billion.

Burry flags rising leverage, off-balance-sheet commitments and accounting practices as AI infrastructure spending accelerates.

Investing.com -- SoftBank Group shares fell on Friday after Oracle’s move to protect itself against potential delays at a major New Mexico data-center project raised fresh concerns over the financing and execution of the AI infrastructure buildout.

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 3.4% in the afternoon session after news broke that the company sent a "force majeure" notice to the developer of its New Mexico data center project to protect itself from higher expenses, according to CNBC.

Bloom Energy shares sink as Oracle issues a force majeure notice on its New Mexico AI data center. Here’s why the development is bearish for BE stock.

Oracle Corp., the Austin technology company set to be the largest tenant of the Project Jupiter data center in Doña Ana County, sent the center’s developer a “force majeure” notice, according to a Bloomberg News report. Force majeure — “superior force” in French — is a contractual provision a party may invoke to avoid contractual obligations because of unforeseen or unusual circumstances. ...

Oracle’s Project Jupiter notice raises new questions about the risks behind its data center expansion.

Oracle is recognizing the growing risks of data center development as it takes steps to protect itself from steep costs on a massive project in New Mexico that will provide computing power to OpenAI.

Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus.

Today, Sept. 24, 2026, the enterprise cloud giant filed to shield itself from cost and payment risk as the New Mexico facility faces public opposition and permitting delays.

International Business Machines (IBM) stock fell 12% over the past twelve months, while the S&P 500 gained 16.5%. The easy read is that the bad news is already in the price. By management's account, its second quarter of 2026 fell short of expectations mostly because tens of large deals slipped, after clients moved budgets toward servers, storage and memory. So how much could IBM still make you over three years, and what has to go right.

Oracle shares fell about 4% as concerns over debt and a New Mexico data-center project weighed on sentiment.

Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.

Investing.com -- Chris Malone, OpenAI’s former head of data centers, joined Nvidia as vice president of the company’s DSX Platform this month, according to his LinkedIn profile. The DSX division helps customers design and build AI data centers according to Nvidia’s specifications.

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

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

Oracle is tumbling. It sent a force majeure notice to the developer of the Project Jupiter campus, its data center project in New Mexico.

The notice would allow Oracle to delay payments should the facility miss its 2028 target to come online.

Shares of Oracle fell in midday trading, while shares of power equipment providers Bloom Energy and GE Vernova also declined.

Options traders are targeting these 3 tech stocks

Oracle Stock Takes a Hit as Project Jupiter Runs Into Fresh Data Center Roadblocks

Tech giant Oracle is battling to delay payments on a $165bn (£124bn) US data centre after a backlash against America’s AI infrastructure boom.

Bond sell-off pressures equities across all three major indices, while Meta gets a boost from its product launch, today, Sept. 24, 2026.

The notice seeks to defer Oracle’s payments if Project Jupiter misses its planned 2028 opening, adding another complication to an $18 billion financing under pressure from delays and permitting disputes.

Bloom Energy's fuel cells would power this massive data center.

All three major US stock indexes fell in late-morning trading Thursday amid uncertainty in the Middl

Oracle just sent a force majeure letter to its lender on a piece of the $165 billion Stargate campus, and Blue Owl is the one absorbing the paperwork risk while its stock sits near a one-year low.

Bloom Energy built its entire bull case on a backlog anchored by one massive data center project, and now a pipeline delay outside its control is forcing investors to ask whether 2027 and 2028 revenue targets were ever as solid as the pitch sounded.

The 10-year Treasury yield, which is tied to mortgage rates, jumped to 5.11%, reaching its highest level since 2007.

Oracle is tumbling. It sent a force majeure notice to the developer of the Project Jupiter campus, its data center project in New Mexico.

Oracle's Project Jupiter could fail -- and it's not even Oracle's fault.

Because nothing says “everything’s fine” like an act-of-God clause

Oracle stock slid on a report the tech giant is taking steps to shield itself against delays for a key data center project.

Oracle just handed its $165 billion flagship data center a force majeure notice, and the financing debt is already trading below par. Whether that spells opportunity or accelerating collapse depends on which number you trust more.

Oracle stock fell 4% Thursday after the company sent a notice to its developer seeking protection from higher costs tied to the 2028 project

The New Mexico project has already faced local opposition and regulatory setbacks

The Dow Jones index dropped Thursday on rising Treasury yields. Nvidia stock sold off in morning trading.

According to a Bloomberg report, Oracle is seeking to defer certain payments if the New Mexico AI data center misses its planned 2028 launch.

Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell over 6% to $135 in morning trading on Thursday after Bloomberg reported that the company had sent a 'force majeure' notice related to its New Mexico data center project. According to the report, Oracle sent the notice to the project's developer,...

Oracle took steps to shield itself financially from hefty costs at a controversial data center site in New Mexico.

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance sheets.

Here's a check of the markets in the first few minutes of trading.

MGM Resorts International (MGM) stock is sinking in Tuesday's pre-market trading after billionaire Barry Diller dropped his buyout offer, while still maintaining his 27% stake in the company. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley react to this headline.

Investing.com -- According to a recent report from Bloomberg, Oracle Corp. is moving to shield itself from mounting financial liabilities tied to its massive artificial intelligence data center in New Mexico. Facing fierce local opposition and regulatory setbacks, the tech giant has issued a force majeure notice to the project’s developer, a unit of Blue Owl Capital Inc., in an attempt to suspend payments should the facility fail to meet its 2028 launch date.

Oracle stock and Bloom Energy were falling on a report the company is seeking to protect itself against delays to construction of a data-center campus.

Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is hitting this stock, and the capital math behind Oracle's record growth tells a complicated story.

Oracle (ORCL) issued a force majeure notice to Project Jupiter's developer, a unit of Blue Owl Capit

Oracle took steps to shield itself financially from hefty costs at a controversial data center site in New Mexico.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss Bloomberg's recent report about Oracle's (ORCL) declaration of a force majeure at its AI data center in New Mexico.

Oracle Corp. is moving to shield itself from racking up expenses on a massive data center being built in New Mexico, adding a fresh wrinkle to a project beset by opposition and regulatory setbacks.

AI, IoT, automation, cloud and analytics are driving digitization, creating opportunities in integration, localized supply, workflow efficiency and tailored servicesDublin, Sept. 24, 2026 (GLOBE NEWSWIRE) -- "Digital Transformation Market Outlook 2026-2034: Market Share, and Growth Analysis by Technology, Deployment Model, Organization Size, Industry Vertical" has been added to ResearchAndMarkets.com's offering. The global Digital Transformation (DX) Market is valued at US$2.2 trillion in 2026 a

Global rivals are racing to control artificial intelligence, and the recent Trump Xi meeting underlined how critical AI leadership has become for economic and political power. When governments treat AI as a strategic priority, capital, talent, and data tend to follow. That urgency can leave some direct AI players mispriced. This article highlights three publicly listed companies tied to chips, cloud, and software that screen as undervalued by our AI-focused tool. The stocks covered below are...

Data center demand is tightening labor and materials, pushing CRE construction costs higher as contractors face longer lead times.

MIT Technology Review explains what happens when the AI bubble bursts and why hyperscalers face a trillion-dollar reckoning.

Oracle is back in focus after a volatile run in its share price, and the key issue now is whether the cash the business can generate is enough to justify where the stock trades today. Over the past 5 years, Oracle has delivered a total return of 69.5%, which puts real weight on the question of whether its future cash flows can support that kind of long haul. Heavy investment in AI data centers, health software and life sciences platforms, alongside rising debt funding and layoffs, may...

Oracle currently trades at $149.10 per share and has shown little upside over the past six months, posting a small loss of 3.4%. The stock also fell short of the S&P 500’s 18% gain during that period.

Paramount has discussed bringing Elon Musk in as an equity investor as its stock trades near multi-year lows.

Advanced Micro Devices crossed a $1 trillion market value for the first time on September 21 after the shares jumped roughly 10%, a milestone that forces investors to ask what kind of AI business is already embedded in the price. One answer is sitting inside Oracle Corporation (NYSE:ORCL): Oracle and Advanced Micro Devices, Inc. (NASDAQ:AMD) […]

Michael Burry did not short a stock this time. He went through the fine print of five balance sheets and published what he found on September 19.

Adobe (ADBE) trades at about $238 a share. Options that expire in about a year, 361 days out, imply an expected trading range running from $152 to $373 under standard lognormal market-pricing assumptions. The floor sits about 36% below today's price and the ceiling about 56% above. If you own the stock, that spread is what you are carrying.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian break down the day's biggest headlines, including the AI trade sending the Nasdaq (^IXIC) higher, Meta's (META) Muse AI sparking fresh AI-disruption fears, and McDonald's (MCD) dipping 5% as the fast-food giant plans to invest $8.5 billion in restaurant upgrades and franchisee support through 2036.

Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the index over the same stretch. So this was not the cloud trade lifting everything at once. One number inside Snowflake moved, and management has already said what it costs to keep it moving.

Key Stats for Oracle StockCurrent Price: $148. 56Target Price (Mid): ~$489Street Target: ~$238Potential Total Return: ~229%Annualized IRR: ~29% / yearWhat Happened?Oracle Corporation (ORCL) just did something unusual for a company whose stock has lost more than half its value.

Microsoft (MSFT) has returned about 33% over the past three months, though it is down 3.1% over the past twelve months. Near $500 a share, the stock carries a trailing price-to-earnings ratio of about 26.7 times adjusted earnings. Whether that multiple looks elevated or not, it is the wrong number to make the decision on, because the earnings analysts already expect are not in it.

CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.

Microsoft and Amazon sales were each valued at $5 million to $25 million.

The Federal Reserve’s latest rate hike to a 3.75% to 4% range puts real pressure on slower, heavily indebted businesses and shines a brighter light on faster growing firms where insiders have meaningful skin in the game. That mix of growth and ownership can be powerful when borrowing costs rise and capital feels more selective. This article walks through three such stocks from our high growth, high insider alignment pool. The three stocks that follow are only a sample from this theme, while...

AMD just crossed a trillion-dollar market cap and the sell side is scrambling to rewrite its models in real time, but the gap between the bulls racing to raise targets and the bears warning of a blow-off top has never been wider.

Oracle Health and Life Sciences Summit -- Oracle Health today announced new AI capabilities across its revenue cycle management portfolio that are planned to be released in the coming months to help healthcare organizations in the US limit reimbursement problems early in the patient and payment journey. Revenue cycle teams often spend significant time correcting downstream issues, including denials, missing information, authorization problems, inaccurate charges, and delayed payments. Oracle Hea

Co-op Live, one of the world's most advanced live entertainment venues, is using Oracle Cloud applications to support its mission to change the way business is done within the music, sports, and live entertainment industry. By using Oracle Simphony Cloud Point of Sale (POS) and Oracle NetSuite, Co-op Live is bringing together food and beverage operations with financial management to help optimise inventory, simplify business processes, and support continued growth.

Wells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target. Analyst Eric Luebchow named it a Top Idea. The shares rose after the note and have stayed above their pre-call level since. Wells Fargo’s call is built on leases already signed, not on demand […]

The number worth watching at International Business Machines (IBM) is its annual recurring revenue. It kept growing through a weak quarter. You may expect the story here to be the missed second quarter or the falling stock. It is not. So how big is this recurring revenue business, and how fast is it growing.

Salesforce (CRM) stock trades at about $236 after returning about 58% over three months. Its options now price a range over roughly a year that runs from about $152 to about $368. The bottom of that band is a price the stock has already traded through within the past year, and the market is pricing the band a little calmer than the stock has actually moved.

Son Howard will replace him as chairman of the board.

Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in that gap looks like an opportunity Wall Street has not yet caught up to.

Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, multiple expansion appears largely contingent upon Adobe's ability to monetize its rapidly expanding freemium base before core top-line growth decelerates.

Over the past decade, data integration grew as a proxy of the data warehouse and lakehouse. Organizations stood up a warehouse or lakehouse, and the ingestion, transformation, and orchestration spend followed. In 2026, data integration has become its own demand center. Development activity is booming, and AI-assisted coding is pushing out more applications and more agents than data teams can wire up. Every new application and AI agent leaves varied data integration requirements in its wake, and

Oracle just posted 121% cloud growth and a $664 billion backlog, yet the stock sits near a yearly low. Something in the market's math does not add up, and the answer determines whether this is a generational buy or a value trap.

The Inter-American Development Bank Group recently organized a significant meeting with heads of state and tech leaders from across Latin America and the Caribbean to push forward a collective agenda on the adoption of artificial intelligence (AI) technology in the region. This gathering, coinciding with the United Nations General Assembly, highlighted the potential economic benefits of AI, estimating a regional GDP increase of 5.1% over a decade with broad AI adoption. The discussions...

Oracle Life Sciences announced a partnership with Wipro Limited, a leading AI-powered technology services and consulting company to strengthen Wipro's pharmacovigilance (PV) service offering using Oracle Life Sciences Argus business process services (BPS). With Argus, Wipro will enhance drug safety operations and compliance support for life sciences organisations globally, enabling faster onboarding, streamlined safety workflows, and support for the regulatory compliance process across the drug

Bloom Energy (BE) stock gained 228% over the past year, against 16.7% for the S&P 500. The record second quarter it reported in July came late in that run. Over those twelve months Bloom took a business built on power for hospitals and factories and made it a supplier the major U.S. hyperscalers now approve. Today's price assumes that keeps paying.

Oracle's latest quarterly report shows it is on track to become the next big winner in the AI infrastructure boom.

As AI data centers are increasingly linked to the rise in electricity and utility bills, it raises the question of who is really paying for these data center buildouts: AI companies or the local US residents? Today's Market Hang panel consists of host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, Laffer Tengler Investments CEO Nancy Tengler, Epistrophy Capital Research chief market strategist Cory Johnson, and Slatestone Wealth partner Kenny Polcari.

Paramount has reached a settlement with a group of US states that clears the way for its takeover of Warner Bros.According to a joint court filing, the deal also requires at least $300 million more in annual spending on US film production by Paramount and Warner Bros. than in 2025.

CoreWeave (CRWV) sells AI computing on NVIDIA GPUs through its own cloud, and demand for its capacity outruns supply. Revenue reached $2.6 billion in the second quarter of 2026, up 112% from a year earlier. The risk is in how that growth gets paid for.

Microsoft (MSFT) stock is up about 30% in three months, including a 19% jump in the two trading days after its July report. That makes buying now feel late. Yet the stock is slightly lower than a year ago, while the S&P 500 (SPY) gained about 17%. With the stock trading near $500 a share, Wall Street consensus is already banking on Microsoft beating its own forecast again.

Jim Cramer posted something about Oracle that tells investors more about the state of the AI trade.

Microsoft's cloud momentum, expanding enterprise AI adoption and investment outlook support its stock after a 31.2% three-month surge.

Oracle's co-CEOs oversaw one of the fastest contract buildouts in enterprise software history, yet the stock cratered anyway. The question investors are wrestling with now cuts to the heart of the AI buildout era.

Burry says the liabilities are growing more than the companies themselves.

AI suddenly looks less like a clever chatbot and more like a new kind of research assistant, with large language models now tackling hard maths and complex code. That shift could reshape where capital flows next. Investors who ignore it risk watching value being created elsewhere. This article examines three stocks connected to this AI research surge and explains how the recent breakthroughs might influence their risk and reward profile. The stocks covered below are only a small sample, and...

After closing his short position against CoreWeave, the question is whether Burry is still bearish on Nebius, or just waiting for a better exit point.

Oracle Corporation (NYSE:ORCL) reported on September 10 that its revenue rose 30% in the fiscal first quarter, driven by a 121% jump in cloud infrastructure revenue. Cloud infrastructure is the business that rents computing power to AI companies. The company also said its remaining performance obligations, which are the value of contracts it has signed […]

Oracle's AI spending spree needs power and cooling to match. Two industrial stocks are already cashing in on that demand.

The risk of a sudden reversal in AI growth looms large over Oracle stock.

IBM has raised its dividend for three decades straight, but the latest increase fits on a penny. Before counting on that income to keep pace with rising costs, retirees should understand what the streak actually delivers.

Hewlett Packard Enterprise has turned into a headline stock after a rapid multi‑year run, which naturally puts the focus on whether the current share price lines up with the cash it can generate over time. With fresh enthusiasm around its role in enterprise infrastructure and AI spending, the question now is whether those expectations are fully backed by the company’s underlying cash flows. Over the past 5 years, Hewlett Packard Enterprise has returned about 418.9%, which makes the gap...

Oracle Corporation (NYSE:ORCL) is quite important when it comes to the AI buildout. The shares are down by more than 20% year-to-date. Cramer mentioned Oracle Corporation (NYSE:ORCL) in a tweet made close to midday on the 17th. The shares closed 5% higher that day: “Strength in Oracle is a very positive sign…” What Cramer meant […]

If you own Workday (WDAY) or Autodesk (ADSK), you hold the same bet: the company that already keeps a customer's data gets paid as that customer adopts AI. Workday keeps HR and finance records, and Autodesk keeps design, manufacturing, and construction data.

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 3.4% in the afternoon session after Business Insider reported that co-CEO Clay Magouyrk stated during an internal town hall that the company previously struggled to make generative artificial intelligence useful for its own staff despite spending billions building out AI infrastructure for others.

Barron's sees stabilization; Ellison's canceled sale removes insider supply without adding corporate cash.

One company is growing at a pace that is almost impossible to find in semiconductors. The other has reinvented itself as a contracted AI infrastructure play with billions in guaranteed revenue.

XLK and AMD approach key breakout levels while Oracle builds a potential base around its 50-day EMA.

Oracle is sliding hard on a day when its cloud rivals are barely flinching, and the reason behind that split tells investors something important about where the real pressure on ORCL stock is coming from.

DTE Energy has been quietly signing contracts with some of the biggest hyperscalers on the planet, and the numbers behind that pipeline suggest most investors are not yet pricing in what it could mean for earnings growth.

Snowflake (SNOW) has returned about 53% over the past year, and its product revenue growth has accelerated for three straight quarters. In early September, the company cut its fiscal 2027 non-GAAP product gross margin guide by a point, to 74%, pointing to a heavier mix of fast-growing AI workloads that carry a lower contribution margin. So what happens to the stock if that mix keeps shifting.

Hewlett Packard Enterprise (HPE) has returned 156% over the trailing twelve months, and the stock now sits right at the top of its 52-week range. The next leg is the hard one. What could power it is already on the company's books: orders it has taken and cannot yet ship.

MSFT's cloud and AI momentum, broad enterprise adoption and durable growth outlook give investors reasons to hold despite its 31.2% surge.

The sale was planned months ago, but its timing comes as Oracle's AI business and its stock move in very different directions.

Microsoft (MSFT) stock has returned about 32% since mid-June 2026. The S&P 500 returned about 3% over the same window, and peers moved in both directions: Alphabet fell 4.5% while Apple returned 14.0%. Neither came close to Microsoft, so this was not a sector tide. It was one company, and Microsoft had spent three quarters explaining out loud how internal capacity allocation decisions had constrained Azure's reported growth.

IBM's Software growth slows in Q2, but recurring revenue, Red Hat and Data gains may help offset weakness in Transaction Processing.

SNOW's product revenues jump 37% in fiscal Q2 as AI adoption, core platform consumption, and enterprise expansion strengthen its competitive position.

Oracle's AI backlog is exploding while its stock has been cut nearly in half, and that contradiction is forcing a fundamental question about whether Wall Street has this completely backwards.

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

CoreWeave (NASDAQ:CRWV) shares fell over 4% Thursday after the AI infrastructure company announced plans to raise $3 billion through convertible debt, with an option for another $500 million. The fresh financing comes as new research mapping $3.6 trillion across the...

Expanse has secured $5.3 million in seed funding to advance its AI infrastructure software, which is designed to enhance resource allocation efficiency in AI workloads. The platform predicts the exact computational resources needed before AI tasks are executed, thereby minimizing over-allocation and optimizing GPU, CPU, and memory usage. This development addresses critical inefficiencies, as industry estimates indicate significant percentages of cloud expenditures are wasted due to...

The population health management market is projected to grow from USD 46.93 billion in 2026 to USD 98.41 billion by 2031, registering a 16.0% CAGR. Growth is driven by value-based care, chronic disease prevalence, cost reduction, and demand for improved patient outcomes. Software led the market in 2025, while cloud-based PHM solutions are set to grow fastest, supported by AI, predictive analytics, remote patient monitoring, and interoperable data. Asia Pacific is expected to record the highest C

SoftBank Group Corp. has increased its margin loan backed by shares of its chip unit Arm Holdings Plc by $5 billion to $25 billion, according to people familiar with the matter, as the conglomerate finds ways to fund its expanding investments in artificial intelligence.

The company’s recent results paint a picture of a business positioning itself to generate cash for shareholders.

A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.

Oracle (ORCL) is back in focus after reaffirming that its Project Jupiter data center in New Mexico is proceeding under existing county permits, while a separate microgrid faces a stayed air quality review. Oracle shares have been volatile, with the stock up 2.0% in the last session but down 11.4% over the past week and roughly 26.9% year to date on a share price basis. The 1 year total shareholder return of about a 52.0% decline contrasts with 3 year and 5 year total shareholder returns of...

International Business Machines (IBM) shares trade near $237, and options price a one-year range around that from $161.75 to $348.69. That band is the calmer version of this stock. Over the past year IBM moved harder than its options now assume. The business question hanging over IBM comes from the second quarter of 2026: whether the software deals that slipped were delayed or lost.

CoreWeave (CRWV) spends far more on building out its AI cloud than its operations generate in cash. Management says each build is paid for up front with debt, customer prepayments, and other capital.

Salesforce (CRM) trades near $250 a share, close to its 52-week high after a fast three-month run. Selling a put pays you now for agreeing to buy it much lower later, and you keep the payment either way. The catch: you only want this if you would be glad to own Salesforce at that lower price. The open part of that answer is how much its new agent products can actually be charged for.

Oracle is cutting payroll while ramping up billions of dollars in AI infrastructure spending, making cost control a key part of its growth strategy.

Recent news reports read across well for the technology company that's all-in on AI.

Oracle just reported the loudest cloud quarter in enterprise software history, yet the stock keeps sliding. Here is why that disconnect may be the most asymmetric setup in the market right now.

Broadcom and Oracle have underperformed over the past year, but they could jump significantly given their impressive growth and bright prospects.

Adobe (ADBE) trades near $250, down about 28% over the past year while the S&P 500 gained about 16%. Over the past three months the stock has returned about 21%. The market pays 13.9 times trailing earnings for a company that just reported record quarterly revenue. A multiple that low prices Adobe as if meaningful growth is off the table. The scenario below tests that pricing, and its answer rests on whether Adobe's free users ever start paying.

Is the tech giant on track for a massive growth streak?

Oracle is cutting thousands of jobs while pouring cash into the infrastructure needed to serve an enormous AI backlog.

Oracle Stock Rises as Massive AI Backlog Offsets Fresh Layoff Concerns

PLANO, Texas, September 17, 2026--Argano, the world’s first and largest Global Specialist Consultancy exclusively focused on the design and delivery of High-Performance Business Operations with an AI-forward approach to transformation, today announced the acquisition of GoSaaS, Inc. ("GoSaaS"), an Oracle-focused consulting firm. GoSaaS’s expertise in the Digital Thread, with a focus on product lifecycle management (PLM), logistics (OTM/GTM/WMS), and broader supply chain management, as well as AI

Hyperscalers issued $121 billion in bonds last year and are on pace for far more in 2026. Warsh says that's showing up in Treasury yields.

Oracle just reported a blockbuster set of operating results, but the company still faces significant risks.

TSMC is the ultimate pick-and-shovel AI stock that investors can buy to capitalize on the AI infrastructure boom.

Oracle just delivered a blowout quarter and its shares cratered anyway, but a handful of Wall Street analysts are calling the selloff the opportunity of the year with a price target that would nearly triple your money.

Hewlett Packard Enterprise (NYSE:HPE) expanded its global AI infrastructure partnership with Oracle, involving HPE Juniper Networking in Oracle AI data centers. The firm also agreed to a large-scale digital modernization project with Tottenham Hotspur Football Club, focused on stadium hybrid cloud and AI infrastructure. Both collaborations highlight new client deployments for HPE across AI data centers and digitally enabled sports venues. The Oracle data center expansion and Spurs stadium...

Oracle stock in focus as the company reportedly begins a fresh wave of layoffs. Options market sentiment remains bullish for ORCL shares.

Salesforce (CRM) stock has run hard since June 15, 2026, and the easy explanation is the August 26, 2026 earnings call plus Claudeforce, a product built jointly with Anthropic and announced minutes before that call. That explanation arrives late. Management had outlined the turnaround metrics and projected timeline well in advance of the market repricing.

Michigan's largest utility just signed hyperscale data center deals that could rewrite its earnings story, but a recent sell-off near 52-week lows is raising questions about whether the opportunity is real or already priced in.

The planned charges equal 14.5% of quarterly revenue while Oracle continues burning cash on infrastructure.

Hewlett Packard is well positioned as AI infrastructure demand accelerates, potentially creating another leg of growth ahead.

ORCL tops Q1 estimates as AI cloud demand accelerates, with revenues and backlog surging despite heavy infrastructure spending.

SK hynix (SKHY) is reportedly in talks with Intel (INTC) to use the latter's facilities to manufacture memory chips in the US for the first time, according to Reuters. Yahoo Finance's Jake Conley and Pras Subramanian are joined by RBC Capital Markets head of derivatives strategy Amy Wu Silverman to examine how the software industry is reacting to AI headlines, comparing it to the internet booms of the past.

Oracle stock and CoreWeave has been hit by concerns about an AI slowdown. OpenAI could soothe those worries.

What comes next for this cloud infrastructure company?

Retail sentiment on SPY and QQQ moved to ‘bearish’ ahead of the Fed’s rate decision today.

AI infrastructure spending and OpenAI exposure remain central to Oracle’s stock story as traders look for fresh catalysts.

Larry Ellison strategically borrows against his shares in Oracle to cover his expenses while avoiding paying taxes. Here’s how many shares he’s pledged over the years.

The orders are enormous, but one quarter's capital spending already exceeds revenue by nearly 48%.

The Oracle co-founder was ready to sell billions in shares. One day after the plan surfaced, he changed his mind.

On September 11, Jim Cramer said Oracle Corporation’s (NYSE:ORCL) latest quarter gave him “whiplash” as the stock erased an early gain, but the Mad Money host came away more bullish on the company’s artificial intelligence buildout. He pointed to Oracle’s 121% jump in cloud infrastructure revenue and $664 billion remaining performance obligation as evidence that […]

During the September 11 episode of Mad Money, discussing Adobe Inc. (NASDAQ:ADBE), Jim Cramer said: I’ll tell you what, it was a true throwback day. Funnily enough, the tech rally had little to do with some things that confused me and a lot to do with positive statements by Adobe and Oracle, even as their stocks […]

Salesforce (CRM) trades near $260, about 98% of its 52-week high. Its newest AI product was built with Anthropic, and customers must move to the premium editions before they can get it. Nineteen in twenty of its sales and service users have not moved. Meanwhile the net margin is the widest in five years, and management's free-cash-flow growth guide for fiscal 2027 stands at half its earlier level.

Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.

Oracle stock falls and is on pace to close lower for a fifth consecutive trading session. A positive catalyst for the stock is upcoming.

FERC gave grid operators a Dec. 31 deadline on AI data centers as wildfire liability law shifts, forcing utilities to plan for both at once.

Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.

Industry safety warnings have not canceled orders, yet Nvidia's concentrated revenue leaves little tolerance for hesitation.

International Business Machines (IBM) has risen 6.0% over the last five trading days while the S&P 500 fell 1.3%. A run like that in a weak market pulls money in, but the five-day move is not the question worth answering. What matters is what IBM does to your money when the market moves. Most of what IBM does has little to do with the market.

According to a Reuters report on Tuesday, Waystar has hired investment bank Evercore to explore strategic options, including a potential sale.

ORCL vs. MSFT: Which Stock Is the Better Value Option?

Caterpillar emerges as an AI dark horse with a record backlog, while Campbell's faces weak snacks, shrinking margins and declining earnings.

Oracle today announced the availability of Java 27, the latest version of the world's number one programming language and development platform. Featuring thousands of performance, stability, security, and productivity improvements, Java 27 (Oracle JDK 27) provides a strong foundation for continued Java innovation. To help organizations prepare for more secure communications in a post-quantum world, Java 27 advances its post-quantum cryptography (PQC) capabilities with hybrid key exchange for TLS

Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up spending to capture demand for AI cloud services. The additional costs include severance, contract terminations and other exit expenses, with some restructuring directly linked to adopting AI across […]

Oracle just posted record AI bookings and cloud growth that should have sent shares soaring, yet the stock sits near a 52-week low. Something is broken in how the market is pricing this company, and the gap between its earnings power and its share price tells a very different story.

Oracle is pouring tens of billions into AI datacenters faster than its own business can generate cash, and the gap between what it earns and what it spends is forcing a bet that could reshape the stock for years.

Spinnaker Support, the third-party software support leader trusted by more than 1,300 organizations in 104 countries, today announced new PostgreSQL offerings designed to help enterprises reduce Oracle database dependency, modernize at their own pace, and move toward a standard PostgreSQL destination without new vendor lock-in.

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.

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?

The stock market AI selloff continues, bond yields soar, Bitcoin drops ahead of crucial Clarity Act vote, and more news to start your day.

Bitdeer AI has announced the securing of a 65.1MW AI Cloud data center facility, A202, at its Johor Bahru, Malaysia campus under a 10-year data center services agreement. This substantial addition is part of their strategy to expand AI cloud capacity up to 350MW by the first quarter of 2028, responding to strong market demand for liquid-cooled, rack-scale AI Cloud capacity. With this latest development, Bitdeer AI's total secured AI Cloud capacity now stands at approximately 206.5MW,...

Data center computing infrastructure provider Oracle Corporation (NYSE:ORCL) is one of the most discussed stocks in the AI space. The shares are down by more than 50% over the past year. Over this time period, Cramer has shifted between being optimistic about the firm to being wary about its massive backlog. The CNBC TV host […]

Oracle stock is down more than 50% from its high. Is this a buying opportunity?

Oracle is cutting costs even as its AI infrastructure ambitions push spending to record levels.

In recent days, Oracle reported strong fiscal first-quarter 2027 results, raised its full-year revenue outlook to at least US$90 billion, expanded its AI health and cloud partnerships, affirmed dividends on common and preferred stock, and simultaneously moved to cut more jobs while taking on additional debt to fund AI data center buildouts. Adding to the mixed signals, Executive Chair Larry Ellison abruptly canceled a previously disclosed plan to sell up to 50 million Oracle shares worth...

AI stocks plummeted today, following Anthropic CEO Dario Amodei's calling to “pace the frontier." We unpack what that actually means vis-a-vis an AI slowdown, plus why Oracle Executive Director Larry…

Evercore ISI lowered its rating on HPE stock to ‘In-Line’ from ‘Outperform.’

On September 10, 2026, Oracle Corporation (NYSE:ORCL) reported first-quarter fiscal 2027 results that beat Wall Street estimates on both revenue and earnings. Revenue rose 30% to $19.3 billion, above the $19.14 billion analysts expected, and non-GAAP earnings per share came in at $1.92 versus a $1.74 estimate. Cloud revenue jumped 62% to $11.6 billion, with […]

Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.

NVIDIA's stronger AI growth, higher ROE and lower leverage give it an edge over Oracle as both benefit from booming AI demand.

The canceled trading plan removes potential supply, but it is neither a corporate buyback nor a new investment.

The stock has lost half its value in the past 12 months, but it's coming off an incredibly strong quarter.

Oracle stock slumped after Chairman Larry Ellison canceled plans to sell billions worth of his stake.

Corning stock was the worst performer in the S&P 500 while CrowdStrike stock was the best-performer in the index.

Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell around 4% on Monday after the company said over the weekend that co-founder Larry Ellison cancelled his plan to sell $7.5 billion of company stock. Oracle had previously disclosed in a regulatory filing that Ellison planned to sell 50 million...

Investors are fleeing top AI names after fears the technology is advancing too quickly, which lifted a group of software and media stocks.

Stocks dropped Monday after the bosses of Anthropic, OpenAI, and SpaceX called for a deceleration in AI development. Coherent and Teradyne a technology company that manufactures automated test equipment for microchips, were among the worst-performing stocks in the S&P 500. Hewlett Packard Enterprise slumped 10% to $55.66.

On this episode of Stock Movers: - Baldwin (BWIN) shares are moving as Michael Dell's family office and Sequence Holdings teamed up to acquire Baldwin Insurance Group Inc. in an all-cash deal valued at $7.7 billion. - SpaceX (SPCX) shares are moving after the Chief Executive Elon Musk said Sunday on social media platform X that he is "highly confident" the company will launch Nvidia's (NVDA) Vera Rubin NLV72 artificial intelligence computers in space next year. - Oracle (ORCL) shares are lower a

Rate hike fears, AI oversight talk, and an about-face move by Larry Ellison helped send Oracle lower.

Adobe (ADBE) says its freemium creative apps now draw more than 100 million monthly active users, a base up over 70% in a year. Management chose to chase that growth rather than take the "short term relief" that pricing actions might have delivered. Over the same stretch, the shares lost 28% in the year to September 11. At 14 times net income for the four quarters through May, the stock sells for less than half its three-year average multiple of 30.8.

A Wall Street downgrade landed on Hewlett Packard Enterprise after a 137% year-to-date run, and it took Dell and Super Micro down with it. Now the question is whether AI hardware demand can hold the group together or whether the pacing debate just changed the math.

Larry Ellison registered a plan to sell billions in Oracle stock, then pulled it one day after regulators made it public. The timing raises questions Oracle has chosen not to answer.

U.S. AI Data Center Power Infrastructure Market to Reach USD 97.00 Billion by 2035 as North America Leads and Asia Pacific Records the Fastest Growth at 26.90% CAGRAustin, Sept. 14, 2026 (GLOBE NEWSWIRE) -- According to SNS Insider, the AI Data Center Power Infrastructure Market was valued at USD 32.60 Billion in 2025 and is projected to reach USD 244.10 Billion by 2035, registering a CAGR of 22.3% from 2026 to 2035. Market expansion is attributed to increased hyperscale AI campuses, growing pow

Oracle Corp.‘s New Mexico data center has been delayed by a stalled natural gas pipeline, but co-CEO Clay Magouyrk said assuming every project will meet its deadline is “a bad plan.” ‘We Have a Term for That‘ During the company’s...

Investing.com -- Oracle Corp (NYSE:ORCL) has begun a new round of job cuts, according to three affected employees and an email obtained by Business Insider

Oracle Corp (NYSE:ORCL) has begun another round of job cuts, Business Insider reported on Monday, citing three affected employees and an email obtained by the publication. The layoffs began on Monday, in line with expectations from a source familiar with the matter, according to the report.

Larry Ellison just canceled a plan to sell billions in Oracle stock, but the market is punishing shares anyway as a surprise cost disclosure threatens to overpower what should have been a bullish insider signal.

According to a Business Insider report, the latest job cuts are expected to begin on Monday.

Oracle Health today announced the U.S. availability of Oracle Health Clinical AI Agent for nurses, helping alleviate documentation burden and streamline care coordination in inpatient settings. Embedded directly into Oracle Health Foundation EHR, the AI-powered capabilities combine voice-driven chart navigation and search, acute nursing summaries, and voice-enabled discrete charting to help nurses quickly find patient information, document care in near real time, and spend more time with patient

Anthropic (ANTH.PVT) CEO Dario Amodei and OpenAI (OPAI.PVT) CEO Sam Altman are in agreement that the AI industry needs to pace its development. Yahoo Finance's Jake Conley and Pras Subramanian are joined by Business Insider Today executive editor Dan DeFrancesco to discuss the two business leaders' latest statements and what these sentiments may ultimately mean for the AI frontier.

News of the day for Sept. 14, 2026

Oracle co-founder and Chief Technology Officer Larry Ellison cancels a plan to sell 50 million shares of company stock.

Ellison canceled the 10b5-1 trading plan one day after a regulatory filing disclosed it, with no explanation given

Hewlett Packard Enterprise stock is downgraded as a Wall Street firm doesn’t believe there’s much more upside.

Hewlett Packard Enterprise (NYSE:HPE) grew its share price by 19.4 percent week-on-week amid the growth opportunities from continued investment outpour in the artificial intelligence sector, which pushed investors to increase their exposure to its stock. Investor optimism was supported by Oracle Corp.’s indication in an earnings call last week that it will continue to pour […]

One is the fastest-growing connectivity play in AI infrastructure. The other has Nvidia's backing and a decade of hyperscaler relationships. Which belongs in your portfolio?

The most-talked-about stocks in the Reddit subforum Wallstreetbets were declining hours before Monda

Highflying chip and memory stocks are getting hammered, while software developers rally as AI disruption fears ease.

Retail sentiment on SPY and QQQ has dipped to ‘extremely bearish’ territory amid the debate over AI ‘pacing’.

Anthropic’s rapid revenue growth and reported margins come under scrutiny as its IPO plans take shape.

HP, Dell Technologies, and Valero Energy shares surged to annual highs last week amid industry-specific catalysts and growing Wall Street optimism.

Rising oil prices amid the ongoing conflict with Iran have pressured long-term bond yields and also impacted stock markets ahead of the Fed’s September policy meeting.

The firm sees a steep bill ahead, and still thinks the stock is worth buying.

Oracle faces mounting concerns over AI spending, financing needs and customer concentration even as retail traders latch onto Ellison’s bullish signal.

Apple’s foldable iPhone launch, Nvidia’s potential Anthropic investment, Oracle’s expanding AI backlog, Nokia’s industrial AI platform and SpaceX’s computing plans stoked retail interest last week.

Oracle had previously disclosed that Ellison planned to sell 50 million shares worth around $7.5 billion.

Oracle shares have crashed on concerns over its AI infrastructure spending.

Michael Burry’s bearish positioning in these three names offers investors an opportunity to examine the risks behind some of the market’s closely watched AI stocks.

Larry Ellison had a $7.5 billion Oracle stock sale locked and loaded, then quietly walked away without explanation. What he did instead says everything about where he thinks the company is headed.

Barclays raises Oracle stock price target to $252, keeping an Overweight rating, after strong fiscal Q1 growth and improved funding.

The cloud giant added more than 300,000 GPUs in one quarter, and its fleet still ran nearly full. Even 4-year-old chips got a price bump.

Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.

Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.

Here’s what could happen to ORCL shares next.

Anthropic's CEO just called on the entire AI industry to slow down, while his own company's balance sheet depends on the biggest accelerators in the business. The conflict at the heart of that position may be impossible to resolve.

Oracle just disclosed a backlog figure so large it made Jim Cramer reassess the entire growth story, but the capital costs and insider selling quietly unfolding behind that headline number tell a very different story about what comes next.

Oracle Corporation (NYSE: ORCL) today announced that Larry Ellison, Executive Chair of the Board and Chief Technology Officer, has cancelled his 10b5-1 Plan to sell Oracle stock. No Oracle stock was sold under that plan, and he has no other plans to sell any of his Oracle stock.

Oracle Corp. Chairman Larry Ellison canceled his plan to sell as many as 50 million shares in the tech company, a holding worth $7.5 billion, a day after the company disclosed the founder’s divestment plan.

Investing.com -- Oracle Corp (NYSE:ORCL) executive chair and chief technology officer Larry Ellison has cancelled a trading plan that would have allowed him to sell up to 50 million shares of the company, Oracle said on Saturday, adding that no shares were sold under the plan and that he has no other plans to sell Oracle stock.

Oracle Corporation (NYSE:ORCL) and NVIDIA Corporation (NASDAQ:NVDA) have given investors another huge AI demand signal, but the economics are more important than the headline. On September 10, Reuters reported that Oracle booked more than $30 billion of new AI cloud contracts during its fiscal first quarter, helping lift remaining performance obligations to $664 billion. Quarterly […]

A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.

A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.

Oracle Corporation will release its first earnings report after the closing bell on Thursday, Sept. 10. The database software provider has beaten analyst revenue estimates in two straight quarters and in four of the last 10 quarters overall. Analysts expect...

Shares of semiconductor designer Power Integrations (NASDAQ:POWI) jumped 6.3% in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.

Enterprise software giant Oracle (NYSE:ORCL) announced better-than-expected revenue in Q3 CY2026, with sales up 29.6% year on year to $19.35 billion. The company expects next quarter’s revenue to be around $21.2 billion, close to analysts’ estimates. Its non-GAAP profit of $1.92 per share was 10.5% above analysts’ consensus estimates.

Explosive cloud growth is coming with a profitability tradeoff

Can it get any worse for Novartis’ U.S. stock? The Swiss company said Tuesday that del-desiran, part of a recent acquisition, reached the end of the line in a trial for a rare neuromuscular disease. The drugmaker’s U.S.-listed shares slumped 13% to $139.01 Tuesday.

Oracle Corp. has expanded its workforce-reduction strategy, adding $700 million to its restructuring budget to manage cash-flow pressures.

Oracle Corporation (NYSE:ORCL) and CoreWeave, Inc. (NASDAQ:CRWV) are both spending enormous sums to turn scarce GPUs and data-center capacity into AI cloud revenue. Their financing models increasingly look very different. Oracle reported September 10 that remaining performance obligations reached $664 billion after more than $30 billion of new AI cloud contracts. Crucially, $11.36 billion of […]

Today, Sept. 11, 2026, enterprise server demand from AI spending drove the stock up over 12%, with record quarterly revenue and networking strength fueling investor confidence.

CoreWeave, Nebius and IREN are moving higher as Oracle's results reinforce the AI infrastructure trade.

Oracle Corp. increased the scale of its planned job cuts while the company grapples with a cash crunch tied to development of large-scale data centers for artificial intelligence work.

Oracle Corporation (NYSE:ORCL) spent $28.5 billion on capital expenditures in its latest quarter as it raced to build cloud capacity for artificial intelligence. Vertiv Holdings Co. (NYSE:VRT) operates one layer below that boom, where GPUs become a power and cooling problem. Oracle reported September 10 that quarterly revenue rose 30% to $19.3 billion and remaining […]

Major stock indexes broke a four-day losing streak Friday, despite a hot inflation report that wrapped up the holiday-shortened week. Apple stock finished a winning week by rising within a base. The Dow Jones Industrial Average ended up 1%, or 509 points, and the S&P 500 closed up by 0.9%.

Tech stocks climbed late Friday afternoon with the State Street Technology Select Sector SPDR ETF (X

Shares of Oracle fell after the software giant’s first-quarter earnings attempt to ease some concerns about its reliance on OpenAI.

Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.

Salesforce (CRM) trades at 20.6 times earnings, below the S&P 500 median of 22.6, after losing 2.8% over the past twelve months while the index gained 17.9%. A profitable software company priced under the market is the setup value buyers wait for. The question is whether that is a good business on sale or a fair price for a legacy platform facing disintermediation from next-generation AI architectures.

Dell Technologies and HPE stocks are leading the S&P 500 higher as Oracle’s massive spending plans reinforce optimism about demand for AI data-center hardware.

Friday's inflation report raised the odds of an interest rate hike at next week's Federal Reserve meeting, but investors drove the stock market higher as they weighed a lower risk of larger rate hikes further down the tightening cycle. Meanwhile, NetApp made a second breakout attempt and offered an entry. The Dow Jones Industrial Average rose 1%, or more than 500 points, as the S&P 500 also moved up 1%.

Oracle's (ORCL) fiscal first-quarter results showed surging cloud growth, but margin pressure and a

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

Could Oracle’s strong earnings report lead to turnaround in the stock?

Oracle stock is flat despite posting a big jump in revenue, powered by demand for its AI cloud offering.

Oracle just posted a quarter that punched a hole in the most popular bearish argument against the stock, but two stubborn risks still stand between investors and a clear buy signal.

Dell stock hit a record high above $567, while HPE shares hit multi-month highs.

Oracle just posted numbers that should have sent the stock soaring, yet shares sit near a 52-week low while a $664 billion backlog quietly accumulates. Something does not add up, and the gap between the price and the fundamentals may be the most interesting trade setting up in cloud right now.

On Sept. 11, 2026, oil prices retreated intraday, helping investors look past sticky inflation data and fueling risk-on sentiment.

Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.

Wharton professor Jeremy Siegel sees a collision coming between a new Fed chair, a bond market demanding action, and stocks caught in the crossfire at next week's FOMC meeting.

The stock market fell as oil prices and Treasury yields soared, but rebounded Friday on the CPI inflation report. Apple, Oracle, Meta were key movers.

Demand is so strong that Microsoft is planning to more than triple its computing capacity.

Shares of Oracle rise after the software giant’s first-quarter results help ease some concerns about its reliance on OpenAI.

On this episode of Stock Movers: - Kroger (KR) is moving as it trimmed its annual sales guidance due to fierce competition for grocery spending. - Oracle (ORCL) shares are higher as the software company's results featured better-than-expected cloud revenue amid strong AI demand. - Restoration Hardware (RH) shares are on the move after the home furnishing retailer's quarterly earnings beat amid a weaker housing market and consumer spending environment.

The question for investors is how Micron stock will perform in the run-up to fiscal fourth-quarter earnings on Sept. 30.

Oracle's (ORCL) fiscal Q1 results provided near-term proof of infrastructure-as-a-service execution,

All three major US stock indexes were up in late-morning trading Friday, as oil prices fell and the

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

ORCL's Q1 earnings beat estimates as cloud revenues surge 62%, fueled by accelerating AI infrastructure demand and a $664 billion backlog.

Record cloud infrastructure revenue and $664B backlog signal robust AI demand ahead.

ORCL has raised its fiscal 2027 revenue outlook to at least $90 billion as AI capacity, RPO conversion and cloud infrastructure execution drive growth.

INSP, AMWL and BFLY are positioned to gain from digital health and AI demand despite cybersecurity risks.

Oracle (ORCL) made almost a quarter more operating profit in its last fiscal year. Yet when trading closed on September 10, the stock sat around 53% under the peak it reached a year before. Rising profit and a falling price point to one of two stories: trouble the results have not caught up with, or a sound company that has been repriced. The question is whether Oracle is turning into a weaker business, or has just become a cheaper stock.

Here's a check of the markets in the first few minutes of trading.

Lee Munson, Portfolio Wealth Advisors president and CIO, joins Yahoo Finance Executive Editor Brian Sozzi to discuss Oracle (ORCL) stock rising after sharing its first quarter earnings report and why investors should be wary.

Morning Brief Host Julie Hyman and Breaking Business News Reporter Jake Conley are joined by Hardika Singh, Fundstrat Economic Strategist, to discuss Oracle's (ORCL) latest earnings and why Singh believes the company should ramp up capital spending to capitalize on surging AI demand.

D.A. Davidson Head of Technology Research Gil Luria joins Julie Hyman on Market Catalyst to break down why he believes Oracle (ORCL) is "by far the most attractive AI cloud."

Stock markets rebound ahead of the CPI inflation report, diesel prices soar, and more news to start your day.

The August consumer price index showed core CPI rose more than expected, likely sealing a Sept. 16 Federal Reserve rate hike. But S&P 500 futures rose.

News of the day for Sept. 11, 2026

Micron Technology rose Friday after Oracle reported a key metric that boosted artificial-intelligence trade stocks. Micron stock advanced 0.8% to $985 in premarket trading on Friday after ending Thursday down 4.9%. Shares of the memory chip maker have fallen 3.9% for the week as of the closing bell on Thursday.

For months, investors have treated Oracle shares as a way to play the ChatGPT developer’s looming listing.

Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader market has fully processed what it means.

Stock Market Today: The Dow Jones index rallies Friday after a surprise CPI inflation report. Nvidia stock rebounded in morning trading.

Oracle stock jumped after cloud revenue sales grew by 121% last quarter

Ahead of the bell US stock futures were in a brighter mood in premarket trading on Friday as investors braced for inflation data that could make or break growing bets on a Federal Reserve rate hike next week. Futures on the Dow Jones Industrial Average rose 0.5%, with the S&P 500 up by...

The August consumer price index showed core CPI rose more than expected, likely sealing a Sept. 16 Federal Reserve rate hike. But S&P 500 futures rose.

Investing.com - U.S. stock index futures rebounded on Friday as oil prices cooled and investors looked to the latest consumer inflation data for signs that could help markets recover from a difficult week.

Oracle delivered more than 300,000 GPUs since the end of the fourth quarter

Stock Market Today: The Dow Jones index rises Friday after a surprise CPI inflation report. Oracle stock jumps on earnings.

Oracle stock jumped after cloud revenue sales grew by 121% last quarter

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Friday's

Stocks surged Friday after an important Consumer Price Index reading matched expectations and oil prices fell. Still, the major U.S. equities indexes closed lower for the holiday-shortened week.

ORCL stock saw a two-day slide ahead of its earnings amid broader market weakness.

For months, investors have treated Oracle shares as a way to play the ChatGPT developer’s looming listing.

Oracle (NYSE:ORCL) reported fiscal first-quarter 2027 revenue and adjusted earnings above analyst estimates and raised its full-year adjusted earnings guidance. Shares rose about 7% in premarket trading on Friday.

Shares of Oracle rise after the software giant’s first-quarter results help ease some concerns about its reliance on OpenAI.

Retail sentiment on Stocktwits turned bearish on SPY and QQQ ahead of August CPI.

Investors braced for inflation data that could solidify, or undercut, rising bets that the Federal Reserve will hike interest rates next week.

US stock futures moved higher on Friday as investors awaited August consumer inflation data ahead of the Federal Reserve’s interest-rate decision next week. At 02:57 ET (06:57 GMT), Dow futures were up 232 points, or 0.

(Updates with the stock move in the headline and the first paragraph.) Oracle (ORCL) shares were

Oracle Corp (ORCL) posted record Q1 revenue of $19.3 billion, up 30% year-over-year, as cloud infrastructure jumped 121% and RPO climbed $26 billion on the back of massive AI demand.

Palantir’s real-world AI exposure could help it weather both continued AI spending and a potential slowdown, according to D. A. Davidson’s Gil Luria.

Oracle Corp. (NYSE:ORCL) has echoed Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang’s bullish view on AI hardware longevity. Oracle Says Older GPUs Are Gaining Value During Oracle’s fiscal 2027 first-quarter earnings call, CEO Clay Magouyrk highlighted the continued strength of the company’s AI infrastructure business. "GPU longevity and value continue to impress," Magouyrk said. He added that all the GPU capacity coming up for renewal in the quarter was either renewed or resold at a 20% premium to p

Cloud infrastructure revenue rose from $3.35bn to $7.39bn, while cash flow increased amid a sharp rise in capital spending.

Dow Jones futures rose modestly early Friday, along with S&P 500 futures and Nasdaq futures, as oil prices fell back below $100 a barrel. Oracle and Adobe headlined earnings overnight with the consumer price index due before the open.

The S&P 500 undercut its 50-day as Treasury yields and oil prices surged. Oracle jumped late on earnings. The CPI inflation report could lock in expectations for a Fed rate hike next week.

Dan Ives says Oracle's earnings and a string of AI-fueled beats give software stocks their clearest signal yet.

Oracle’s AI cloud backlog surges as investors look past near-term cash burn and dilution concerns.

The August Producer Price Index from the U.S. Bureau of Labor Statistics showed a monthly expansion of 0.4%, lifting headline figures to an annual rate of 5.4%.

The S&P 500 undercut its 50-day as Treasury yields and oil prices surged. Oracle jumped late on earnings. The CPI inflation report could lock in expectations for a Fed rate hike next week.

Adjusted earnings per share were $1.92, up from $1.47 last year, and ahead of Wall Street projections of $1.74. Beyond the headline results, the most important number was revenue from the company’s cloud infrastructure segment, which rents out AI servers over the internet. Cloud infrastructure sales rose 121% from last year to $7.4 billion, beating expectations.

Oracle (NYSE:ORCL) reported record first-quarter fiscal 2027 revenue as cloud infrastructure growth accelerated and the company brought substantial new AI computing capacity online. The company also raised its full-year revenue and non-GAAP earnings outlook, while maintaining plans for heavy capital

Oracle's (ORCL) fiscal first-quarter results surpassed Wall Street's estimates as cloud infrastructu

Oracle (ORCL) delivered earnings and revenue surprises of +10.35% and +1.11%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?

Oracle shares surged in extended trading Thursday after the tech giant reported record results on the back of booming cloud infrastructure demand.

Oracle Corp. sees about 50% of its backlog convert into sales over the next 36 months.

While the top- and bottom-line numbers for Oracle (ORCL) give a sense of how the business performed in the quarter ended August 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The S&P 500 undercut its 50-day as Treasury yields and oil prices surged. Oracle jumped late on earnings. The CPI inflation report could lock in expectations for a Fed rate hike next week.

Oracle Corporation (NYSE: ORCL) today announced Q1 FY27 results with strong revenue growth. Total quarterly revenues increased 30% to $19.3 billion, reflecting strong execution in our infrastructure business, with the delivery of 850MW additional datacenter capacity. Cloud revenues (IaaS + SaaS) increased 62% to $11.6 billion, driven by 121% growth in Cloud Infrastructure (IaaS), and 10% growth in Cloud Applications (SaaS). Software revenues were down 3% to $5.5 billion, reflecting our customers

Oracle Corp. reported growth in its cloud computing business that topped analysts’ estimates, suggesting the company’s large AI data center projects are helping boost its financial results.

Oracle Corp (NYSE:ORCL, XETRA:ORC) shares rose more than 6% in after-hours trading Thursday after the company posted better-than-expected first-quarter results, driven by surging demand for AI cloud infrastructure. The company reported first-quarter revenue of $19.3 billion, topping analyst...

Enterprise software giant Oracle (NYSE:ORCL) reported Q3 CY2026 results exceeding the market’s revenue expectations, with sales up 29.6% year on year to $19.35 billion. The company expects next quarter’s revenue to be around $21.2 billion, close to analysts’ estimates. Its non-GAAP profit of $1.92 per share was 10.5% above analysts’ consensus estimates.

Oracle stock jumped late Thursday after the tech giant reported fiscal first-quarter results that beat expectations.

Cloud infrastructure revenue hit $7.4 billion in the fiscal first quarter, up 121%, as total revenue rose 30% to $19.3 billion

Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.

Stocks fell on Thursday as the market tussled between strong earnings and a downward drag from growing inflationary pressures. However, Guggenheim analyst Simeon Siegel noted that gross margin may have missed expectations.

International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.

Goldman sees lasting AI growth but a rougher road ahead

Oracle gave traders a 36% single-session surge exactly one year ago tonight, yet options activity heading into this earnings report tells a completely different story about where the smart money expects the stock to go.

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.

Call options on Oracle are trading richer than puts ahead of earnings, a pattern that almost never happens without a reason. Whether that reason reflects genuine conviction or a quirk of derivatives flow changes everything about how to read it.

Microsoft's Dynamics 365 Activate targets Salesforce migrations as AI agents expand, but slowing growth and softer bookings cloud the stock's rally.

Oracle is set to report earnings and Wall Street expects its cloud infrastructure sales to grow by 112% to $7.1 billion in the first quarter.

Oracle Corp (NYSE:ORCL, XETRA:ORC) reports fiscal first-quarter 2027 results Thursday afternoon, with Wall Street split between concerns over ballooning capital expenditures and optimism that data center capacity additions could reaccelerate revenue growth. Bank of America is modeling...

Salesforce spent most of 2026 getting crushed by fears that AI would kill its business model, and then one earnings report flipped the entire narrative. Here is what the numbers actually reveal about whether this recovery has legs or is running on borrowed time.

The consensus price target hints at a 53.9% upside potential for Oracle (ORCL). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to reshape who actually sets long-term interest rates in America.

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

AMD's Data Center revenue just shattered records and anchor commitments from the biggest names in AI keep rolling in, yet the path to $800 per share hinges on three conditions that could unravel fast if one key cycle turns.

Investors are looking to key inflation reports ahead of next week’s Fed meeting.

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

Azure is crossing milestones, Copilot seats are multiplying, and 55 analysts refuse to budge from their bullish ratings, yet Microsoft shares have gone nowhere for a year while the broader market climbed 17%. One analyst sees a path to gains most investors would not dare put in a model.

Investing.com -- Oracle is set to report fiscal first-quarter 2027 earnings after the market close on Thursday, in a print that will show whether the AI spending boom can outrun the company’s own soaring costs. The cloud computing giant’s backlog has swelled to $638 billion, up 363% from a year ago, while free cash flow has now been negative for five straight quarters.

Oracle Stock Has Fallen 17%: Its $638 Billion AI Backlog Changes the Story

Asking for a Trend Host Josh Lipton takes a closer look at the top stories for investors to watch on Thursday, Sept. 10, including earnings reports from Oracle (ORCL), Adobe (ADBE), and Macy's (M), in addition to data from the producer price index.

FEATURE Stock futures were edging higher on Thursday, even as oil carried on rising having topped $100 a barrel for the first time since July the previous session. Taiwan Semiconductor Manufacturing Co.

Ahead of the bell Wall Street looks set for a mixed open on Thursday, with Dow and S&P 500 futures nudging 0.1% higher while Nasdaq contracts slipped 0.1%. The main event comes after the close, when Oracle reports earnings in what should be a reality check on AI spending and...

Stocks looked to regain their footing after three days of declines.

Options markets imply an 11%, or nearly $18, post-earnings swing in Oracle shares, with calls trading “a lot richer than puts.”

Retail sentiment on Stocktwits turned cautious, dipping to ‘neutral’ on SPY and ‘bearish’ on QQQ.

U. S. stock futures moved higher on Thursday as investors monitored developments in the U.

Oracle is set to report its fiscal Q1 earnings on Sept. 10. Here’s how the data suggests you should play ORCL shares heading into the quarterly print.

U.S. Advanced Distribution Management Systems Market to Reach USD 7.35 Billion by 2035 as North America Leads and Asia Pacific Emerges as the Fastest-Growing Region on Government-Backed Grid Modernization.Austin, Sept. 09, 2026 (GLOBE NEWSWIRE) -- According to SNS Insider, the Advanced Distribution Management Systems Market was valued at USD 3.85 Billion in 2025 and is projected to reach USD 19.80 Billion by 2035, registering a CAGR of 20.2% from 2026 to 2035. The market is the technical foundat

Oracle Corp‘s multibillion-dollar AI infrastructure buildout has spent the past year under intense investor scrutiny, with concerns centered on soaring capital expenditures and negative free cash flow. But according to one veteran technology analyst, the debate is shifting. The bigger...

Oracle is scheduled to report earnings after the closing bell Thursday, with traders anticipating a big move from the database and cloud infrastructure giant’s stock.

Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle’s global AI infrastructure using HPE Juniper Networking across Oracle Cloud Infrastructure (OCI) data centers. The partnership builds on over a decade of joint engineering, leveraging HPE’s routing and switching platforms to support OCI’s expanding gigawatt-scale GPU […]

The software giant plans to pay out about $70 billion in cash this fiscal year. Last year, its business produced $32 billion.

Microsoft (MSFT) is coming off the most profitable stretch it has posted in years, and its stock trades at $493.95, about 92% of its 52-week high. Nothing here is broken. The risk is quieter than that. The spending that came with those margins is still climbing, and the company has already told shareholders what it expects that to do to fiscal 2027.

The company sent owners a fortune in cash, yet the stock went backward. Here is the accounting on what that trade-off actually bought, and what it means now.

Oracle and Adobe are arguably the two biggest highlights of this week's earnings lineup, with both software giants set to report their quarterly results after the market closes on Thursday, September 10.

Thursday's report must show that enormous contracts are becoming cloud revenue without creating an even larger financing burden.

The $175 strike is drawing attention before Thursday's earnings report.

Oracle just posted contract backlog numbers that most cloud giants would envy, yet the stock sits 31% below its peak. Here is why one investor keeps adding shares while Wall Street looks the other way.

Scotiabank lowered its price target on Oracle to $215 from $241 while maintaining an ‘Outperform’ rating ahead of Thursday’s earnings report.

Chinese leader Xi Jinping and President Donald Trump are set to meet later this month in yet another bid to stabilize the relationship—and extend a truce struck last fall. The planned Sept. 24 meeting in Washington, D.C., which Beijing has still yet to confirm, will mark Xi’s first trip to the capitol in more than a decade. It follows Trump’s trip to Beijing last May, when the two dialed down tensions following months of tariff threats and, among other things, export restrictions.

A bold Wall Street call raises the stakes before earnings

Oracle just staged a dramatic comeback after cratering more than 50% from its highs, and Wall Street is divided on whether the $638 billion backlog signals a generational opportunity or a capital spending trap waiting to spring.

CoreWeave (CRWV) stock closed Tuesday, September 8, 2026, at $99.83, up 11.7% on the session. A move that size usually follows something the company said or did. This one did not, and where it came from instead tells you more about what you own than the number does.

OpenAI’s new AI model proves the firm’s technology is still on track. It’s also good news for Oracle and SoftBank.

CRM's Agentforce ARR tops $1.5B as AI adoption surges, but its scale still points to steady rather than explosive revenue acceleration.

Oracle, Merck and Union Pacific headline fresh research, while microcaps CVD Equipment and Koil Energy show strong gains with distinct growth drivers.

Rising bond yields, U.S. inflation data and an expected ECB hike put global markets in focus, while Hitachi, Interactive Brokers and Siemens Energy stand out.

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.

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.

Adobe and Oracle both report earnings soon, but one carries a debt load that could turn a portfolio anchor into a leveraged bet on AI infrastructure holding together. Knowing which one retirement investors should trust changes everything about how to position right now.

The speed of delivery is vital in the race for AI supremacy.

Retail sentiment on Stocktwits remained ‘bullish’ on SPY and QQQ.

Chinese leader Xi Jinping and President Donald Trump are set to meet later this month in yet another bid to stabilize the relationship—and extend a a truce struck last fall. The planned Sept. 24 meeting in Washington D.C., which Beijing has still yet to confirm, will mark Xi’s first trip to the capitol in more than a decade. It follows Trump’s trip to Beijing last May, when the two dialed down tensions following months of tariff threats and, among other things, export restrictions.

Enterprise software giant Oracle (NYSE:ORCL) will be reporting results this Thursday after the bell. Here’s what investors should know.

Rising oil prices amid escalating tensions in the Middle East weighed heavily on stock markets on Tuesday as Brent Crude neared $100 a barrel.

Oracle, Merck and Union Pacific lead today's stock reports, with cloud growth, drug sales and rail strength driving their investment stories.

Both ORCL and ADBE are on the reporting docket this week, helping kick off the Q3 cycle. What can investors expect?

Generate upfront option premium while targeting an entry on a software giant at an effective discount below the current market price.

Investors regained their optimism for Oracle's big AI bets, at least temporarily.

NOW's AI growth, strong subscription gains and broader demand are offset by stiff competition, margin pressure and a premium valuation.

Investors see Oracle's fortunes as tied to OpenAI's success, and the new ChatGPT-6 Astra model appears to be winning over users and tech experts

Oracle is building an AI empire, but at what cost?

S&P 500 companies' second-quarter earnings growth continues to outpace early forecasts as the report

Enterprise adoption of low-code application platforms is expanding as organizations use the technology to accelerate application development, automate processes, modernize existing systems, and extend applications across the business. Customer value increasingly depends on how efficiently these platforms support the full application lifecycle, including development, integration, governance, deployment, and ongoing maintenance.

SNOW's AI Data Cloud, rising enterprise adoption and 37% product revenue growth bolster its cloud analytics push against Dell Technologies and Oracle.

Oracle (ORCL) is reporting quarterly earnings results on Thursday. Bloomberg Intelligence senior technology credit analyst Robert Schiffman shares what investors should be keeping an eye on in the earnings print, especially from a debt-issuance perspective.

The five hyperscalers are projected to spend over $5 trillion on capex between now and 2030, according to S&P Global Market Intelligence.

Jim Cramer went on live television to beg the president not to sell a chipmaker sitting on massive gains, and the reason why reveals just how much political risk now hangs over one of the hottest stocks in the semiconductor sector.

Oracle has underperformed the tech sector over the past year, but its fortunes can turnaround thanks to a robust revenue pipeline.

The firm expects Oracle to beat estimates as roughly 1 gigawatt of new cloud capacity comes online ahead of fiscal first-quarter earnings.

CRM's 34% monthly rally is backed by stabilizing growth, surging Agentforce ARR and a valuation below major enterprise software rivals.

News of the day for Sept. 8, 2026

A Morgan Stanley price target raise just reignited the AI cloud infrastructure trade, sending Oracle surging on a day when the broader market slipped into the red. Whether the rally reflects genuine conviction or a short-term narrative reset is the question investors need to answer before sizing up.

Oracle and Adobe kick off Q3 earnings season as S&P 500 profits are expected to rise 23%, with Micron and Alphabet boosting Q2 results.

Cloverleaf Infrastructure LLC ("Cloverleaf") today announced that it has signed the Michigan Affordability and Responsible Growth Pledge. Launched by Michigan Gov. Gretchen Whitmer, the pledge promotes affordability, transparency, environmental stewardship and local economic growth to ensure data center development delivers lasting benefits for Michigan communities. Other signatories include Anthropic, Google, Microsoft, OpenAI and Oracle.

The Dow Jones index falls on the stock market today as Amgen plummets. Fertilizer stocks rose amid more U.S.-Iran tensions. SK Hynix shines.

Oracle's stock has dropped nearly 28% over the past year, yet one investor keeps hitting the buy button on every leg lower. The reason sits inside a structural bet on cloud infrastructure that most Wall Street reflexes completely overlook.

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results from Jersey Mike's (JMKE), Oracle (ORCL), and Adobe (ADBE); August's Consumer Price Index (CPI) inflation data; and the possible IPO of AI giant Anthropic (ANTH.PVT).

Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.

Oracle is undercutting AWS on price and piling up a backlog that defies expectations, but one of these cloud giants is bleeding cash to get there. The question is whether a discount challenger can actually dethrone the incumbent before its financing bets come due.

Despite macro headwinds and trade tariff concerns, retail sentiment on Stocktwits flipped to ‘bullish’ on SPY and QQQ.

US stocks slipped on Tuesday as rising oil prices and inflation jitters took focus at the start of the holiday-shortened week.

The U.S. struck three Iranian oil tankers on Saturday, while Iran’s Islamic Revolutionary Guard Corps (IRGC) responded by striking three tankers and three U.S.-linked vessels in other areas.

Oracle shares extend a three-day rally as OpenAI’s GPT-6 Astra boosts optimism around its AI cloud opportunity.

Brussels is asking questions about Oracle’s cloud licensing just as the company reports first-quarter results.

Oracle is gaining an encouraging earnings outlook as it transforms its position in the market to become a major GPU-as-a-Service (GPUaaS) and AI infrastructure provider. However, its investment case still hinges on free cash flow support even as the AI narrative keeps getting louder. On September 4, Morgan Stanley analyst Sanjit Singh raised the price […]

Nearly 17 years passed before the software giant's shares saw their old peak again. Demand wasn't the problem.

Oracle stock is down 18.5% this year and ratings agency S&P Global downgraded the company’s credit rating to one notch above junk status.

A $240 price target implies nearly 65% upside, but debt rating agencies warn a $42 billion cash drain looms ahead.

Workday's Q2 beat, accelerating AI adoption and a higher-margin outlook shift attention to whether AI can drive fiscal 2028 growth.

Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a blunder or a bullet dodged depends on a deeper AI disruption debate that has kept the fund negative all year.

Wall Street is bracing for a verdict few can ignore

U. S. inflation figures, the European Central Bank’s interest-rate decision and developments in the Iran conflict are among the main events for markets this week, alongside earnings reports from Oracle (NYSE:ORCL) and Adobe (NASDAQ:ADBE).

Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price target on it that implies the stock needs to do something it has never done before.

Hewlett Packard Enterprise said on September 2 that Oracle may deploy its Juniper networking equipment across Oracle Cloud Infrastructure data centers under a multi-year collaboration. The potential footprint includes PTX and MX routing plus QFX and EX switching, along with support and financing. Hewlett Packard Enterprise Company (NYSE:HPE) also issued warrants to Oracle Corporation (NYSE:ORCL), […]

Markets enter a holiday-shortened week focused on August inflation assessment with Friday's CPI report at 8:30am as the critical economic release. Tuesday's Oracle (ORCL) earnings test enterprise software spending resilience amid rate hike concerns.

Strong US jobs data has kept the prospect of further Federal Reserve rate hikes firmly on the table, which keeps pressure on companies that rely too heavily on cheap borrowing. That is exactly why investors are paying closer attention to businesses that combine solid balance sheets with strong earnings growth potential. This article highlights three stocks from a high quality US growth list that screen well on both fronts. The three stocks in this article are just a starting sample, since the...

The iShares Expanded Tech-Software Sector ETF (IGV) recently triggered a rare technical “Thrust” signal following a dramatic 24.5% rally over a five-week span.

A short week on the stock market sees the start of the Treasury's yield-management strategy, along with news from Apple, Oracle and Adobe.

The consumer price index release on Friday could be the most consequential economic data release in many years. Apple will hold an event, and we’ll see earnings from Casey’s General, Krogers, Academy Sports, and others.

Two questions are set to lead the week: Will the data push the Fed toward a rate hike, and what can Oracle tell Wall Street about the state of Big Tech's AI debt load?

The CPI inflation report will influence the Federal Reserve’s decision on interest rates.

2026 Q3 earnings for the S&P 500 index are expected to increase by +23% from the same period last year on +11.2% higher revenues, reflecting the 13th consecutive period of growth. Revisions for the period remain positive, a continuation of the trend we've seen over the past year.

On September 2, a caller pointed to market anxiety over Oracle Corporation’s (NYSE:ORCL) data center loans and asked if rising moratoria and negative sentiment surrounding data center production actually increase the value of Oracle’s current approvals and builds by throttling competing capacity. Mad Money host Jim Cramer replied: That’s a good way to look at […]

Hyperscalers are signing multi-year leases at a pace that is rewriting the income playbook, and three REITs are quietly collecting the rent on every server warehouse in the deal. The question is which one fits a portfolio built for the long haul.

Energy prices remain sensitive to Middle East risks, which keeps inflation in focus and puts even more attention on companies building smarter, more efficient systems powered by artificial intelligence. That creates a potential opening for investors who want exposure to the tools that help businesses do more with less. This article looks at three stocks from our AI-focused screener that show how different parts of the AI stack are evolving. The three stocks below are only a sample from this...

Options traders are bracing for a big move as investors look for proof that Oracle's heavy AI spending is paying off

The start-up nuclear company NuScale is applying specialized AI tools to its own workflows.

Adobe (ADBE) has lost 18% over the past twelve months while the S&P 500 returned 21%. The underlying driver is strategic: Adobe is intentionally directing more top-of-funnel users toward freemium experiences rather than upfront paywalls, and it is managing that transition alongside leadership changes, with an interim CFO in place and Anil Chakravarthy set to succeed Shantanu Narayen as CEO on December 1, 2026.

Oracle (ORCL) is using cost savings from workforce reduction to fund its artificial intelligence inf

Stock Market Today: The Dow Jones index falls Friday on a surprise August jobs report. Lululemon stock plunges on earnings.

Move over Anthropic, OpenAI is back to take the artificial-intelligence crown. At least that’s the ChatGPT developer’s claim with the launch of a new AI model that could boost a number of its partners. OpenAI late Thursday announced its GPT-6 Astra model.

Oracle (ORCL) is heading into its fiscal Q1 financial results with investors focused on artificial i

Oracle stock climbed for a third consecutive day Friday as the enterprise technology giant prepares to release its earnings.

SNOW stock jumps 16.6% after Q2 second-quarter results as AI adoption, enterprise growth, and higher product revenue guidance fuel momentum.

The five-year agreement would add a major trading firm to Crusoe’s customer base as the AI infrastructure operator pursues private capital and a potential IPO.

Opti9 Technologies has recently expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business. This transaction enhances Opti9’s cloud services and geographic reach within Canada, allowing customers to access a more robust technology platform and an experienced team. The acquisition also includes a multi-year colocation agreement, enabling Opti9 to operate its cloud infrastructure at Hut 8's Canadian data centers, providing increased flexibility for...

Retail sentiment on Stocktwits remained ‘bearish’ on SPY and flipped to ‘bullish’ on QQQ.

From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world has become even more dangerous, with the Iran war, Russia’s war on Ukraine, and China’s adventures in the Pacific. The Up & Down Wall Street written directly after the 9/11 attacks predicted a marked increase in spending for national security.

Oracle’s AI infrastructure push and surging cloud backlog are fueling optimism, but investors will look for proof that spending is translating into durable revenue growth and cash flow.

Oracle’s updated pricing framework now reflects a fair value estimate of US$241.97, compared with the previous US$248.15 level. This adjustment lines up with a more mixed analyst narrative, as stronger interest in Oracle Cloud Infrastructure and large AI contracts is being balanced against concerns about funding needs, capital expenditure and potential pressure on earnings quality. As you read on, you will see how these moving pieces are shaping the evolving Oracle story and what to watch as...

Intuit (INTU) stock trades at about $342.94, down 47.6% over the trailing twelve months. The options market has now priced how far it can travel from here, and the band is wide: a floor near $210 and a ceiling near $705.1, a little over a year out.

The round came together after the data center developer reportedly secured a $13 billion contract with Jane Street.

HPE (HPE) reported third quarter earnings results on Wednesday. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the relationship between the roaring demand for AI and the industry's extreme supply-chain constraints.

A number of stocks traded in opposite directions in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake.

Oracle has taken on tens of billions in debt to fund its AI data center build-out, a lower-rate outlook offers it outsize relief.

Oracle's stock price now is less than half of what it was in September 2025.

HPE (HPE) reported third quarter earnings results on Wednesday. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the relationship between the roaring demand for AI and the industry's extreme supply-chain constraints.

SNOW's Q2 earnings and revenues beat estimates as product revenues jump 37%, AI demand accelerates growth, and fiscal 2027 guidance moves higher.

Microsoft, Amazon and a raft of cloud-computing and software companies will be the AI winners, according to Jefferies analysts.

Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week. Despite the stock’s fall this year, Oracle’s fundamentals have not deteriorated, they noted.

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.

HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.

Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Oracle plans a multi-year deployment of HPE Juniper networking equipment across its AI data centers globally, with HPE issuing Oracle warrants to acquire HPE stock

The tech company's next five years will hinge on the success of its AI cloud business.

Hewlett Packard Enterprise (NYSE:HPE) reported quarterly revenue and earnings above expectations on Wednesday and raised its full-year guidance for both 2026 and 2027. Separately, the company expanded its collaboration with Oracle and issued warrants allowing Oracle to purchase HPE common shares.

Larry Ellison holds tens of billions in Oracle stock and reportedly avoids triggering a capital-gains bill by never selling. The legal mechanism behind that move scales down to ordinary brokerage accounts, and most investors have never heard of it.

CPI FIM stock presents an interesting puzzle for investors. The share price has delivered a very strong 111.7% gain over the past 3 years, yet recent shorter term returns and the broader valuation checks point to a more mixed picture rather than a clear bargain or clear overvaluation. CPI FIM has gained 111.7% over 3 years, which puts the recent share price in a very different place to where longer term holders started. The company’s valuation story may hinge on whether it can convert its...

The company narrowly beat analyst estimates in first quarter since CEO Thomas Siebel’s return following a health-related leave.

HPE stock wavered amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.

It was nearly 12 months ago that Oracle stock surged a record 36% on AI optimism. The company has had a rough run since then.

Demand for its cloud infrastructure remains strong. More importantly, Oracle has a large backlog that should gradually translate into solid revenue.

Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out

Here is a way to collect a steady income stream from Intuit right now, which you keep no matter what, while lining up a chance to own this financial-tech powerhouse at a deep discount if it stumbles.

From commerce to culture, software is digitizing every aspect of our lives. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 47.6% over the past six months, outpacing the S&P 500’s 12.3% rise.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the finance and hr software stocks, including Workday (NASDAQ:WDAY) and its peers.

Jefferies cut its price target to $290 but kept a Buy rating, betting Oracle's AI cloud growth can offset concerns about heavy spending and rising leverage.

Get paid a healthy income upfront for simply agreeing to buy this tech stalwart at a deep discount, an income you keep even if the stock never drops to your price.

Oracle Corporation today announced that its first quarter fiscal year 2027 results will be released on Thursday, September 10th, after the close of the market. Oracle will host a conference call and live webcast at 4:00 p.m. Central Time to discuss the financial results. The live webcast will be available on the Oracle Investor Relations website at www.oracle.com/investor.

HOUSTON, September 02, 2026--HPE (NYSE: HPE) today announced an expanded collaboration with Oracle to help scale Oracle’s global AI infrastructure by deploying HPE Juniper Networking across Oracle’s AI data centers. The expanded collaboration builds on more than a decade of engineering work between Oracle and Juniper Networks and includes networking support services and financing capabilities.

The engine driving one of the world's largest companies has quietly changed, and management's new story is a more honest signal of where your money is now at risk.

Datadog just handed investors a paradox: a quarter that beat on every line and raised guidance, yet the stock cratered anyway. Whether that punishing reset is a gift or a warning depends on one uncomfortable question about the company's customer base.

The options market is pricing a sizable year-long swing for the software giant, and if you hold the shares, you are already exposed to the full ride.

The tech giant's sudden swings can be disorienting, but its true significance for your portfolio lies in its distinct, high-octane behavior.

You watched the stock nearly double in six months. The reason was a new class of AI tools that just turned into a powerful growth accelerant.

Surging U.S. debt and AI borrowing are pushing up Treasury yields, spurring an unusual bond market move by Treasury Secretary Scott Bessent.

Someone just walked away from $36 million in Microsoft call spreads that still had over a year to pay off, and the question is whether that exit reveals doubt about where the stock goes from here or something far more mundane.

Oracle's cloud bookings are breaking records while the stock sits near a 52-week low, and Wall Street is pounding the table with an aggressive price target. Here is whether the numbers actually support the hype.

Microsoft just staged one of its sharpest recoveries in years, but a single unanswered question about its $115.9 billion spending spree will decide whether that momentum holds or collapses under its own weight.

The seamless integration bridges the gap between corporate HR and on-the-ground operations, equipping regulated industries with real-time competency tracking to drive compliance, safety, and productivityHOUSTON, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Kahuna Workforce Solutions, a leading frontline workforce readiness platform trusted by enterprise organizations, today announced a strategic partnership with Oracle to bridge the gap between core human resources and daily operational execution. By inte

NVIDIA, Micron, SanDisk and Lam Research offer four ways to ride the AI data center boom across chips, memory, storage and equipment.

MongoDB stock fell sharply Wednesday after the database software company reported fiscal second quarter results. MongoDB beat estimates, but analysts pointed to high expectations for MongoDB's cloud software growth.

Oracle stock is down by more than 50% from its all-time high, but that slump shouldn't last for long.

Oracle stock was heading for a fourth consecutive decline Wednesday after losing more than 7% over the previous three sessions.

CPI FIM half year earnings snapshot CPI FIM (BDL:ORCL) released half year 2026 results on 31 August, giving investors fresh detail on sales, revenue and profits at the Luxembourg based real estate investment company. For the six months to 30 June 2026, CPI FIM reported sales of €38.22 million and revenue of €56.29 million. Net income was €143.83 million, with basic and diluted earnings per share from continuing operations at €0.11. The CPI FIM share price closed at €0.83 on 31 August, with a...

Investors are looking for Oracle to prove that its massive AI infrastructure bet can translate into profitable cloud growth.

MongoDB stock slid late Tuesday, after the database software company reported fiscal second quarter results.

A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.

Palantir, Palo Alto and Microsoft are its largest holdings

Oracle spent $23.7 billion more cash than it brought in last fiscal year and borrowed $43 billion to cover the gap. That's a fine trade when money is cheap. It's a worse one with the 30-year Treasury yield near a 20-year high and long bonds selling off from Tokyo to London.

John Ternus stepped into the CEO role at Apple on a day when rising Treasury yields cracked the AI infrastructure trade wide open, and the reason Apple surged while Oracle cratered reveals a structural fault line forming beneath the entire technology sector.

Tech stocks are feeling the heat from interest rates climbing. Microsoft remains in an uptrend despite its pullback, while Apple and Oracle are trading around crucial technical levels.

One analyst thinks the stock’s brutal slide is not the result of bad business.

SAN DIEGO, September 01, 2026--Luminize, the fastest-growing Amazon Accelerator partner for CPG brands, ranks No. 731 on the 2026 Inc. 5000 with 472% three-year revenue growth.

September may be a historically weak month for stocks, but strong, verifiable AI-related results can still overpower the seasonal headwind.

Oracle (ORCL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Amazon's $5.3B Saudi bet expands AWS' AI infrastructure footprint, while accelerating growth and strong guidance fuel fresh investor interest.

SAN JOSE, Calif., September 01, 2026--Calix, Inc. (NYSE: CALX) today announced that Juergen Lindner has been appointed Calix chief marketing officer to lead its marketing organization. As a proven operator with extensive experience scaling software businesses, Juergen joins Calix at a pivotal moment as customers leverage secure agentic capabilities of the Calix One™ platform to deliver predictable outcomes, increase operational leverage, and accelerate growth. Across leadership roles at SAP, Ora

The booming demand for dedicated AI data centers is fueling tremendous growth for these two companies.

The bond market is quietly reshaping how investors should think about NVIDIA and the broader AI trade, and Wall Street strategists are raising alarms that most equity investors are not watching the right risk.

Oracle (ORCL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Asure Tax enables organizations running Oracle Fusion Cloud HCM to support multi-jurisdiction payroll tax filing, funding, and money movement services, without requiring organizations to migrate their payroll system of recordAUSTIN, Texas, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Asure Software, Inc. (Nasdaq: ASUR), a provider of payroll and HR solutions for employers and enterprise payroll tax and treasury infrastructure, and an Oracle partner, has made Asure Tax available on Oracle Marketplace and c

Ascend Partners (Ascend), a OneStream Diamond Partner and expert in Office of the CFO digital transformation, today announced its acquisition of InnoFin Solutions (InnoFin), a recognized leader in Oracle Enterprise Performance Management (EPM) implementation. The transaction provides InnoFin, known for its expertise in supporting U.S. state, local, and education (SLED) organizations, with access to Ascend's broader services, resources, and global reach.

The global optical transceiver market is experiencing significant transformation, propelled by the increasing convergence of artificial intelligence (AI) and high-speed optical networking. Recent developments highlight substantial investments, including NVIDIA's $2 billion commitment to Lumentum and Marvell's planned acquisition of Celestial AI for up to $5.5 billion, underscoring the increasing demand for high-bandwidth connectivity driven by hyperscale AI infrastructures. Domestic...

Matt Pines, Alex Klokus, and Dr. Alexander Wissner-Gross today launched Physical Superintelligence (PSI) to build the world's most advanced physics research lab, creating higher-fidelity world models, engineering physical systems beyond human design, and ultimately discovering new physical laws of our universe. PSI's vision statement is here: https://psi.inc/

Central banks are talking tougher on inflation, and higher interest rates can keep pressure on traditional risk assets. At the same time, investor interest in digital assets and the technology behind them has not disappeared. That mix of tighter money and ongoing curiosity about crypto creates a very specific opportunity. This article walks through three stocks linked to cryptocurrencies and blockchain that many investors are watching closely right now. The stocks covered below are just a...

The database giant's contracted future revenue now exceeds the company's entire market value. That gap is a message from investors.

Beyond the headlines, Microsoft has quietly signed up over 30 million paid seats for its Microsoft 365 Copilot. This rapid adoption is not just an extension of its existing software business. It marks a fundamental pivot in how the company monetizes its core enterprise relationships, moving toward a consumption-based model.

Diraq is deploying a quantum computer directly into a commercial data center, marking a real-world example of hybrid computing.

Adobe’s option-implied range runs from below anything the stock has traded at in the past year to far above its high, and that width is the real question for anyone who owns it.

Record bookings are not near-term revenue, and the spending needed to serve them lands first.

Oracle (NYSE:ORCL) is highlighted as a key vendor in new third party market research on enterprise blockchain and 5G edge cloud networks through 2030. The reports position Oracle among leading providers of digital infrastructure that underpins cloud, automation and AI enabled enterprise applications. Analysts flag Oracle's role in areas such as decentralized finance, digital identity, tokenization, private 5G and edge based AI inference. For investors, the research points to Oracle's...

Snowflake heads into Q2 earnings with strong AI momentum and customer growth, though premium valuation and margin pressures remain risks.

Most of the increase in the full-year outlook comes from two deals that have not closed, so the jump says more about what investors stopped believing than about what changed in the numbers.

The agent platform and the pricing choice behind the surge were both on the record before the reported results caught up.

RaySecur®, the leader in real-time 4D T-ray security imaging, today announced it has been ranked No. 24 in the security industry and No. 1,143 overall on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. Past honorees include Microsoft, Meta, Oracle, and Patagonia. RaySecur's debut on the Inc. 5000 list, earned on 307% three-year revenue growth, comes on the heels of achieving major AI R&D milestones and accelerating expansion into international market

Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

UNIX opportunities center on digital transformation, data centers and cybersecurity, with trends in hybrid cloud, HPC, containers, virtualization, consolidation and open-source modernization.Dublin, Aug. 31, 2026 (GLOBE NEWSWIRE) -- The "Uniplexed Information and Computing System (UNIX) Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global uniplexed information and computing system (UNIX) market continues to record steady growth as enterprises prioritize secure, rel

E-commerce and omnichannel retail are driving demand for cloud, IoT, RFID and mobile tools, creating opportunities in real-time visibility, predictive forecasting and automated replenishmentDublin, Aug. 31, 2026 (GLOBE NEWSWIRE) -- The "Inventory Control Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global inventory control market is experiencing strong growth as businesses invest in advanced technologies to improve stock visibility, order fulfillment and supply ch

The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.

With euro area inflation readings staying elevated, central banks are signalling that higher rates could remain a feature rather than a brief detour. In a market where money has a clearer price, investors often pay closer attention to leadership quality and alignment. Founder led companies can look appealing when the cost of mistakes rises. This article highlights three founder led stocks from our screener that show how that story can play out. The three founder led stocks covered next are...

Oracle has outperformed the broader market over the past year, and analysts remain highly optimistic about the stock’s outlook.

Central banks are talking tougher on inflation again, and that often puts short term pressure on markets. Founder led companies can be different. Leaders with their own wealth on the line may be more willing to protect margins, rethink costs and adjust quickly when money is not cheap. This article highlights three stocks from the Founder Led Companies screener that show how that kind of commitment can matter for long term investors. The three founder led stocks below are just a starting...

Meta is quietly testing robots inside its data centers, and at least one employee believes physical workers are no longer safe from automation. The experiment hints at a much larger shift in how AI spending could reshape labor costs across the entire economy.

The software industry is no longer unified.

A creative software titan is trading at a steep discount, but a major strategy shift has investors wondering if the price is a bargain or a breakdown.

European bond yields are climbing as markets price in further European Central Bank rate hikes. Higher borrowing costs often push investors toward companies that help other businesses cut expenses and work smarter. That is where artificial intelligence comes in. This article highlights three stocks from our AI screener linked to chips, cloud and software that could help you focus your research on the ChatGPT and AI trend. The stocks below are just a starting sample, and the full screen...

The software giant's stock has a powerful business engine behind its long-term trend, but a rapid run-up back toward all-time highs forces investors to ask if the price of admission is still worth paying.

Oracle's recent surge looks like a comeback until you stack it against what the rest of the cloud sector did over the same window, and the comparison raises an uncomfortable question about whether this stock deserves its AI infrastructure reputation.

The one-year range the options market puts around this stock runs past both ends of what it has actually traded, and for this stock that width is an ordinary reading rather than an alarm.

Tesla, Microsoft and Oracle stocks push higher ahead of the Fed speech, with TSLA testing its 50-day EMA, MSFT above $500 and ORCL eyeing $160.

“Big Short” investor Steve Eisman warned on CNBC’s “Fast Money” on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle, and as much as 25% to 35% of those companies’ cloud revenue. “The futures of these massive companies, in a sense, are a bet that […]

For Oracle stock, the upside now depends less on the size of the order book than on the pace at which the company can energize what it has already sold.

Oracle's data centers need power, and Bloom Energy's fuel cells are delivering it.

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?

Quantinuum's first earnings report as a public company showed 279% revenue growth, raised 2026 guidance, $2.1 billion in cash, and rising bookings, though profitability remains distant.

C3.ai is focused on delivering AI software, while Oracle is an AI infrastructure play.

A powerful business engine has fueled this data stock's long-term run, but a recent pullback forces every investor to ask if the ticket price already accounts for the journey ahead.

Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn’t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a “positive catalyst watch” on Oracle shares Thursday.

PALO ALTO, Calif., Aug. 27, 2026 (GLOBE NEWSWIRE) -- Striim, a global leader in real-time data intelligence for enterprise AI, today announced a strategic partnership with Infomedia, a leading enterprise technology and services company serving organizations across Mexico and broader Latin America. The partnership pairs Striim's real-time data streaming platform with Infomedia's deep knowledge and expertise in enterprise-grade databases and replication technologies, including Oracle and GoldenGat

The correlation to the index is high, the five-year record shows wider swings for slightly less return, and neither of those says diversification.

Citi's software research chief just called Oracle's brutal summer selloff a rare statistical anomaly and went on CNBC to argue the stock belongs in your portfolio. But his own reasoning contains a contradiction that changes everything about the trade.

Eurozone private sector credit growth is gaining pace, which points to households and businesses feeling more confident about borrowing for spending and investment. That kind of backdrop can support companies with healthy balance sheets and room to grow earnings. The Healthy high growth potential screener filters for exactly that mix. This article highlights 3 stocks from the screener that fit this theme and merit a closer look. The stocks covered in the article below are just a small sample,...

Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn’t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a “positive catalyst watch” on Oracle shares Thursday.

Snowflake's product revenues jump 34% to $1.33B as AI adoption and customer growth drive a higher fiscal 2027 revenue outlook.

Nvidia reported blowout fiscal Q2 results, but under the surface was the budding growth it's having with a major partner: SpaceX.

Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn’t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a “positive catalyst watch” on Oracle shares Thursday.

Oracle cratered nearly 40% over the past year while quietly assembling a backlog that dwarfs its annual revenue, and now a single earnings date separates the stock from a potential breakout or a painful setback.

The supply bottleneck management used to name has gone quiet, and what replaced it changes the kind of company you own.

Investors listened to Nvidia’s earnings call for information on the chip maker, but they also came away with some details about SpaceX. enough to give shares of Elon Musk’s rocket and AI company a boost. Nvidia stock rose 8.7% on Thursday after reporting better-than-expected earnings with strong guidance on Wednesday. SpaceX stock gained 0.9%, closing at $140.87.

Annual Awards Program Recognizes Innovation in Agricultural & Food Technologies Around the GlobeLOS ANGELES, Aug. 27, 2026 (GLOBE NEWSWIRE) -- AgTech Breakthrough, a leading market intelligence organization that recognizes the top companies, technologies and products in the global agricultural and food technology markets, today announced that AgriERP from Folio3 Software, an agriculture-specific ERP and analytics platform, has been selected as winner of the “AgTech Data Analytics Solution of the

Citi said that it had added an "upside 90-day catalyst watch" on Oracle while keeping a ‘Buy’ rating on the shares with a $330 price target.

Michael Burry expanded his Nvidia short, then bought December calls as a hedge ahead of earnings, calling the stock overvalued.

Oracle stock has delivered a 77.0% total return over the past five years, yet recent share price weakness this year sits alongside valuation checks that still point to it screening as cheap on several measures. With the stock last closing at US$148.87 and recent news flow focused on large cloud and AI related contracts, many investors are reassessing what a fair price looks like for Oracle today. Over five years Oracle has returned 77.0%, which places the current pullback into a longer...

The market has punished Oracle's stock like a laggard, even as its valuation multiple sits near the top of its peer group and profitability remains strong.

The market is offering a creative software giant at a steep discount, but the price tag comes with a question about the company's next chapter.

Oracle (NYSE:ORCL) Chief Executive Officer Mike Sicilia said artificial intelligence is reshaping customer conversations, software development and the company’s approach to selling cloud applications, database technology and infrastructure. Speaking at the Deutsche Bank Technology Conference, Sicil

Oracle Shares Gain After Citi Sees Potential Turnaround in Cloud Growth

Citi says the bad news is priced in -- and now it's time to buy Oracle stock.

The software franchise converts revenue to cash at a rate few broad-market peers can match, and most of that cash is going straight back into the buildout.

Amid broader market volatility, steady digital transformation and strong adoption of AI bode well for Computer Software industry participants like ORCL, ACIW and PRGS.

The software line that fell hardest at IBM is the one its upside case runs through, and the capacity behind it is already installed.

NEW YORK, August 26, 2026--KBRA releases a report examining the credit implications of the rapid expansion of artificial intelligence (AI) infrastructure across the AI-7 companies—modern AI infrastructure leaders including Meta, Amazon, Alphabet, Microsoft, NVIDIA, Broadcom, and Oracle.

Warren Buffett has handed Berkshire’s CEO job to Greg Abel, but he hasn't fully handed over his stock-picking job, and Berkshire’s huge Alphabet stake is the strongest evidence yet.

Investing.com -- Citi opened a positive catalyst watch on Oracle (NYSE: ORCL) on Wednesday, telling investors that the software group's recent collapse has created an entry point ahead of results and its investor day in late October.

Citi gets bullish on Oracle.

Germany’s Ifo index has reached a one year high, which hints at a more confident backdrop for companies planning to grow earnings rather than just defend margins. That creates an interesting setting for investors looking for earnings momentum combined with balance sheet discipline. This article examines three stocks from the Healthy high growth potential screener and explains why this blend of growth and financial strength may be appealing at this point. The stocks covered below are only a...

Wall Street veteran Louis Navellier laid out a 20-year blueprint for Nvidia.

Enterprise AI discussions are shifting from model selection and training speed toward the operational requirements of deploying artificial intelligence across business processes, according to Karan Batta, senior vice president of Oracle Cloud Infrastructure. Speaking during The Six Five Summit: AI

Malone joined OpenAI in March 2025, shortly after the company unveiled Stargate — a joint venture with Oracle and SoftBank to build AI data-center capacity at scale. His exit follows the departures of Chief Revenue Officer Denise Dresser, Chief Operating Officer Brad Lightcap, and Fidji Simo, who served as second-in-command to CEO Sam Altman, according to the WSJ report. Analysts have noted that clustering this many C-suite exits in the months before a listing is unusual even by pre-IPO standard

The market sees a struggling software stock, but a strategic buyer would see a cash-generating machine with a clear path into the CFO's office.

Generate guaranteed income from your shares now by capping their potential upside above a higher price.

Azure just crossed a historic revenue milestone, Microsoft's commercial backlog ballooned to a staggering figure, and yet free cash flow dropped sharply. Whether $600 is the next stop or a ceiling depends on what happens inside the next earnings report.

Xendoo Recognized for 68% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent Accounting BusinessesMIAMI, Aug. 25, 2026 (GLOBE NEWSWIRE) -- Xendoo today announced it has been ranked No. 3828 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 growt

Contracted AI demand is enormous, but Oracle must finance the infrastructure before recognizing much of the revenue.

MSFT, ORCL and INTC show early rebound signs as Microsoft holds support, Oracle tests EMA resistance and Intel attempts to find a floor.

The company has a backlog of contracted revenue that dwarfs its peers, but it comes with a striking capital investment plan and near-term pressure on its profits.

Salesforce stock is still down badly for the year, yet something in the recent numbers keeps pulling me back to the buy button. Here is what the financials revealed that made me stop questioning the thesis and start questioning the position size.

Talent management technology is increasingly delivering ROI by connecting decisions across the employee lifecycle. Organizations are unifying recruiting, performance, learning, engagement, career development, compensation, and succession data to improve workforce decisions and reduce the manual effort required to move from insight to action. This integration is becoming more important as AI relies on clean, accurate employee data to produce useful recommendations and automate workflows.

Cloud revenue is accelerating at the same time capital budgets are exploding, and that tension separates the hyperscalers worth owning from the ones that could crack under their own ambition. Three names define the trade heading into September.

Nothing is driving more new U.S. economic investment or political volatility than data centers .

Nvidia will step back into the earnings spotlight after the market closes on Wednesday, August 26, when the AI chip leader reports its much-anticipated Q2 results.

Paramount Skydance (PSKY) is facing some pushback from a collection of US attorneys general in its proposed acquisition of rival Warner Bros. Discovery (WBD). Evan Shapiro — better known as "The Media Cartographer" — comes on Market Domination Overtime to outline what is it at stake for the media giant and the Ellison family if the deal ultimately falls through.

Here’s what the Point72 founder’s latest portfolio moves say about where AI infrastructure money is heading next.

Rising component costs are testing Nvidia's powerful AI economics

Higher costs may be revealing stronger demand than expected

A single scheduled settlement is hammering one AI cloud stock far harder than its peers today, and the gap between that name and the broader sector reveals exactly what happens when aggressive financing meets a high-flying stock.

Akamai's CIS segment increases 39% in Q2, fueled by AI workloads and GPU demand, but can its cloud infrastructure growth stay on track?

Strong results from the GPU leader could reignite Micron's momentum.

WDAY's AI expansion is expected to support fiscal Q2 revenue growth, while higher costs, competition and cautious enterprise spending may pressure margins.

The bull case here turns less on whether AI demand arrives than on how fast Microsoft can deliver the orders it has already booked.

Nvidia Stock Falls as AI Server Prices Rise. Memory Costs Are to Blame

Snowflake's acceleration is led by AI products that carry a lower gross margin than its core platform, and a bandwidth-cost offset is what holds the margin guide together.

Nvidia (NVDA) is just days away from releasing second quarter earnings results this Wednesday, August 26, as Wall Street expects quarterly revenue of $92 billion. The Morning Brief's Jake Conley sits down with Barron's senior markets analysis writer Paul La Monica and Infrastructure Capital Advisors CEO Jay Hatfield to discuss why excellent earnings may still not be enough to impress investors in this stage of the AI cycle.

Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists, and what happens if the market finds out the hard way.

The part of the tax franchise that lost on price is a small slice of its addressable market, and the profit line kept widening anyway.

A prediction market near certainty, buyout rumors from a major private equity firm, and four straight earnings beats have put Workday in a position few enterprise software stocks ever occupy heading into a quarterly report.

Oracle is about to report its latest quarterly financial results, and they might be the key to reversing its sinking stock price.

Oracle has sold off since last fall, but does that make its stock a better bargain than Amazon's?

Nvidia customers reportedly face AI server price hikes above 15% next year as DRAM costs surge ahead of Wednesday's earnings.

ORCL stock also has an attractive valuation and plenty of Wall Street support.

CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the single metric that pushed them to a buy.

Big Tech is shoveling billions of dollars into the AI buildout, leaving investors spooked and analysts behind. Can they catch up?

Oracle (NYSE:ORCL) has launched a major public relations campaign to defend its massive Project Jupiter AI data center amid growing local opposition. Community groups and policymakers in several large US states are pushing moratoriums and stricter permitting rules on new data centers that support AI workloads. The pushback raises questions about timing, cost, and scale for Oracle's AI infrastructure buildout and similar projects across the tech sector. Oracle's response follows wider...

TikTok has reached a $400 million settlement with the U.S. Department of Justice, ending a 2024 lawsuit alleging the company violated federal children's privacy laws. The DOJ said Friday that TikTok will pay $300 million immediately and another $100 million after an order vacates an earlier consent decree against its predecessor company, Musical.ly. “This settlement is a major victory for American children and parents,” said U.S. Associate Attorney General Stanley E. Woodward Jr. in a statemen

Here is a way to collect an attractive income on INTU now, which you keep whatever the stock does, in exchange for agreeing to sell your shares if the stock climbs above a higher price.

NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 […]

Adobe stock trades well below the market on earnings, and the subscription book that has to produce the next set of them is one the company has chosen to grow more slowly.

Consensus earnings do the work on the multiple, and none of that work is a fact yet.

The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may be easy to dismiss, but his receipts are hard to ignore.

AI's power problem is becoming a growth engine for Cummins.

Delray Beach, FL , Aug. 21, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the Hyperscale Data Center Market is projected to grow from USD 162.79 billion in 2024 to USD 608.54 billion by 2030, at a CAGR of 24.6% during the forecast period. The global market is experiencing rapid expansion as AI, machine learning, cloud computing, and data-intensive applications drive unprecedented demand for large-scale digital infrastructure. Enterprises and cloud providers are investing heavily in h

The chip maker has been building a stake in the data center ecosystem, recently taking equity in SoftBank's SB Energy and investing $2 billion in Lancium

Oracle trades nearly $100 below Wall Street's consensus target, yet the forces that crushed the stock over the past year have not touched its hyperscaler peers. Whether that gap is a value opportunity or a value trap hinges on a few high-stakes catalysts coming due this fall.

Cloudera has launched Cloudera Anywhere Cloud™, a hybrid data and AI platform designed to provide cloud-native agility with robust enterprise control, enabling organizations to activate AI while ensuring comprehensive governance, sovereignty, and interoperability. This new platform supports the efficient deployment, governance, and scaling of AI and data services across multi-cloud and on-premises environments via a single control plane, thereby addressing challenges like fragmented...

The Trade Desk shares hit a seven-year low after missed Q2 earnings and weak guidance, as AI-driven search and walled-garden platforms threaten its ad tech business model.

On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)’s Web Services announced a major expansion of their strategic collaboration. The marquee news was the general availability of Oracle Exadata Database Service on Exascale Infrastructure via Oracle AI Database@AWS. The joint offering brings Exadata-grade performance and pay-per-use economics to enterprise workloads across 22 AWS regions […]

Moderna was the best performing stock in the S&P 500 yesterday. Moderna stock had fallen over 22% on Thursday in its worst single-day decline on record, according to Dow Jones Market Data. The stock more than doubled in the trading session prior.

CoreWeave expects the contracts it signed in the June quarter to carry higher contribution margins than the ones before them, and the price increase it took in July is not in those numbers yet.

SNOW's AI-driven products fuel 34% product revenue growth, while new model-routing capabilities strengthen its enterprise AI push.

The option chain puts a floor beneath anything the stock has traded over the past year and a ceiling far above its high, and it is charging an ordinary premium to do it.

Inc. revealed today that OneAscent ranks No. 1,912 on the 2026 Inc. 5000, its annual list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the economy's most dynamic segment—its independent, entrepreneurial businesses. Companies like Microsoft, Chobani, Under Armour, Timberland, Oracle, and Patagonia all first gained national recognition as honorees on the Inc. 5000.

Salesforce shares are down more than 20% this year, yet the valuation, the AI numbers, and the prediction markets are all pointing toward the same date on the calendar.

As U.S. companies raise billions of dollars to fund their AI dreams, they’re primarily tapping debt markets. Nearly 70% of the $456 billion cash raised for AI from the public market in 2026 has come from the investment-grade debt market, according to Bank of America Global Research. At $309 billion, that amount is more than double the $136 billion in AI-related investment-grade debt issued in all of 2025.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

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

Bloom Energy's stock surged after record Q2 earnings and major AI power deals, but its lofty valuation and supply-chain questions raise risks for investors.

On Aug. 19, 2026, the AI cloud provider announced a massive debt-to-equity conversion plan, triggering dilution concerns and heavy selling pressure.

The revenue guidance came down after the second-quarter miss; the operating pretax margin and free-cash-flow commitments did not.

Bloom is cutting its installation time by 40%, and it could be a boon for the stock.

ORCL's record AI backlog, strong cloud growth and discounted valuation give it an edge over MSFT as enterprise AI demand accelerates.

Microsoft (NasdaqGS:MSFT), Oracle, and Meta have launched a public campaign to respond to rising community backlash and legislative pushback against AI data centers across the US. Microsoft is scrapping non-disclosure agreements and certain tax break arrangements tied to new facilities and is introducing a community-first AI infrastructure policy. The coordinated move opens a new front in how large tech groups engage with local stakeholders and regulators on the build out of AI compute...

Oracle just reported a backlog so massive it rivals Microsoft's entire commercial pipeline, yet the stock sits 40% below where it traded a year ago. Something has to give, and figuring out which way raises billions of dollars worth of questions.

Rimini Street (NASDAQ:RMNI) outlined its strategy to expand beyond third-party enterprise software support into what it calls “Agentic AI ERP,” positioning the company as a provider of AI-enabled modernization for organizations that retain existing ERP systems. During a presentation at Lytham Partn

Oracle Health today announced new capabilities for Oracle Health Clinical AI Agent, now available in the U.S., that expand AI across clinical documentation, coding, and chart review workflows. The new capabilities automate professional fee coding for ambulatory workflows, enable physicians to dictate directly into clinical documentation, and assist with chart review by surfacing clinically relevant context across the patient record.

U.S. futures are flat as artificial intelligence-related stocks continue to sell off and oil prices rise again. AI-related stocks have become volatile in recent months as the value of company shares have soared while confidence in a pay off, at least soon, has waned. The futures for the S&P 500 were relatively unchanged, while those for the Dow Jones Industrial Average rose 0.1%.

Companies are now fighting to push through their projects in the face of growing opposition.

Oracle's AI data center bet faces financing risks, but a record backlog, expanding partnerships and strong guidance bolster the growth case.

OpenAI’s revenue rose 18% quarter over quarter in Q2, while Anthropic’s sales doubled, according to the Wall Street Journal.

Oracle (ORCL) stock drew fresh attention after the company expanded its long term collaboration with Amazon Web Services to speed customer adoption of Oracle AI Database@AWS, a move that ties its database business more tightly into AWS ecosystems. See our latest analysis for Oracle. Despite a series of AI focused announcements in August, including new Oracle Fusion Agentic Applications and a quantum partnership, Oracle’s recent 30 day share price return of 16.01% comes after a year to date...

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

The company's backlog has quietly swelled to a record size. Remaining performance obligations finished at $638 billion, a figure that redefines its growth trajectory. This massive book of business, up 363%, was bolstered by signing $67 billion in AI infrastructure contracts in a single quarter.

Adobe’s stock has declined to a historical support zone that has previously preceded upward price momentum. Trading around $254, it sits at a price level that has attracted increased buying volume in the past.

Salesforce is currently trading at a lower valuation multiple compared to historical averages, prompting investor debate over its intrinsic value.

ORCL's AI data center bet carries balance-sheet risk, but record backlog, expanding partnerships and stronger guidance bolster the growth case.

GF Securities Raises Nvidia Price Target to $345 Ahead of Earnings

These stocks have been crashing this year, but at reduced valuations, they could make for intriguing contrarian buys.

TD Cowen raised its price target on Everpure stock to $170 from $100 and maintained a ‘Buy’ rating.

While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.

Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single delayed contract could force a reckoning.

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Oracle's dividend looks safe today, but its future may depend on whether its massive AI bets pay off.

Company Recognized for 370% Three-Year Revenue Growth, Earning a Place Among the Nation’s Most Successful Independent BusinessesWEST PALM BEACH, Fla., Aug. 18, 2026 (GLOBE NEWSWIRE) -- Hotelplanner today announced it has been ranked No. 917 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 rema

The unusually large volume in Oracle call options that expire in just over two years may indicate that some institutional investors are taking advantage of ORCL's weak stock price. It could imply a covered call play.

Nvidia (NVDA) is reportedly providing $105 billion for an OpenAI (OPAI.PVT) data center. Yahoo Finance Technology Editor Dan Howley breaks down the details.

Oracle (NYSE: ORCL) was singled out by investor Steve Eisman in a recent warning about the resilience of Big Tech's AI revenue models. Eisman cautioned that major cloud providers tied to a small group of AI startups could face pressure if open-source AI models trigger a pricing war. He highlighted the concentration of AI related revenue as a possible vulnerability for tech companies relying on a narrow set of high spending customers. The comments add a fresh risk angle for investors tracking...

Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.

It isn’t surprising that software stocks are falling, given that investors are loading up on some of their go-to AI picks.

Stocks are trading slightly lower as the summer doldrums hit the market. Several AI stocks are rising.

Every bull market eventually asks investors to squint past a number they’d rather not look at. In 2000, it was cash burn rates at dot-coms with no revenue. In 2008, it was mortgage-backed securities nobody could quite value. Today, it’s the financing behind the AI buildout — and specifically, how much of it never shows ... Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger

The market keeps pricing Oracle like a legacy database company, but the numbers underneath tell a completely different story about where enterprise AI infrastructure is actually being built.

It isn’t surprising that software stocks are falling, given that investors are loading up on some of their go-to AI picks.

Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market.

Tech companies are raising money, increasing production, and changing their plans as AI spending stays strong, while investors watch costs and how well companies deliver on their promises.

The partnership has extended the presence of Oracle AI Database@AWS to 22 regions.

NVIDIA Corporation (NASDAQ:NVDA)’s latest push into the infrastructure supporting AI chips extends all the way to the power grid. According to a report from The Information, published on August 7, NVIDIA will spend up to $3 billion in Lancium, a power infrastructure developer and the firm behind the Stargate data center project in Abilene, Texas. […]

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

A number of stocks jumped in the afternoon session after the Bureau of Labor Statistics reported that the July Producer Price Index was completely flat month-over-month—coming in below expectations for a 0.2% increase—following the Consumer Price Index print (released earlier in the week) which showed a mild 0.1% monthly increase and an annual inflation rate cooling to 3.4%. Together, the data points suggest price pressures are moderating across both wholesale and consumer levels, taking the urg

These companies have different business models, but share strong AI tailwinds.

In recent weeks, Oracle and Amazon Web Services expanded their long-term collaboration to accelerate migration to Oracle AI Database@AWS, while Oracle also announced a multi-year quantum computing partnership with Quantinuum and new AI-driven Fusion Agentic Applications for HR, deepening its cloud and AI offerings. At the same time, Oracle faces credit downgrades, heavy debt-funded AI infrastructure spending, and a delayed gas pipeline for its New Mexico AI data center, highlighting the...

Here is a way to collect a steady income stream from Adobe stock right now, which you keep no matter what, while lining up a chance to buy this creative software giant at a deep discount if its turnaround stumbles.

Oracle dismissed concerns of delay, saying that Project Jupiter remains on schedule.

The company's major plans for its data center future suffered a setback.

Oracle's enormous cloud backlog provides demand visibility, but data-center construction continues requiring substantial external capital.

Oracle'sstock chart looks like a horror movie right now, and the plot keeps getting scarier. Shares of Oracle (ORCL) have fallen almost 50% from its September 2025 peak and are down 20% year-to-date. The recent sell-off is driven by a credit downgrade, a spike in bond insurance costs, and ...

What the options market has priced into Intuit is not a direction but a range wide enough to change how big a position should be.

Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building.

Both the yeas and the nays agree that earnings growth has been stellar. But what underpins that strength is a matter of debate.

“Big Short” investor Michael Burry is doubling down on his bet against the AI infrastructure boom, adding to short positions in Oracle Corp. (NYSE:ORCL), Micron Technology Inc. (NASDAQ:MU) and Nebius Group (NASDAQ:NBIS) as he predicts an AI compute glut in...

Alithya Group (TSE:ALYA) reported lower first-quarter revenue and profitability as longer client decision-making and project conversion cycles reduced utilization, while management said its pipeline of late-stage opportunities continued to build. Revenue for the quarter totaled CAD 105.1 million, d

Steve Eisman says OpenAI and Anthropic drive 70% of Big Tech AI revenue, and cheap Chinese models could threaten it.

It has lost more than half its value in less than a year.

Both the yeas and the nays agree that earnings growth has been stellar. But what underpins that strength is a matter of debate.

Betting against AI still looks like a dangerous game. In particular, one fast-growing AI neocloud stock has surged more than 200% in 2026, as investors continue to pour money into companies facilitating the AI boom. Demand looked relentless, and the market’s been pricing in plenty more ...

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.

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.

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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.