ニュース · QuantAbundancia

Simply Wall St.9d agoneutral

Oracle Deepens AI HR Workflows With Eightfold Integration And Valuation Upside

Eightfold AI has launched an agentic interview intelligence integration with Oracle Fusion Cloud Recruiting. The integration embeds autonomous interviewing tools into Oracle's HR workflow for enterprise clients. Eightfold AI's capabilities run on Oracle Cloud Infrastructure, expanding Oracle's AI powered HR offering. For investors watching NYSE:ORCL, this move sits at the intersection of cloud, AI, and HR software. Oracle already serves large enterprises with Fusion Cloud applications, and...

Zacks9d agoneutral

Oracle (ORCL) Stock Slides as Market Rises: Facts to Know Before You Trade

In the most recent trading session, Oracle (ORCL) closed at $193.84, indicating a -1.08% shift from the previous trading day.

GuruFocus.com9d agobullish

Oracle finally pauses after sharp AI fueled rally

AI optimism pauses after massive 6 session run

ORCL

Barrons.com9d agobullish

Big Tech Keeps Piling On AI Debt. Spending Is Set to Soar.

Gone are the days when operating cash flow could cover the bills. 2026 is shaping up to be a milestone year.

GOOG GOOGL META MSFT ORCL

Barrons.com9d agoneutral

Advanced Micro Devices and Other Growth Stocks Are Flying High. History Says Hold on to Them.

If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

AMD GOOG GOOGL LLY MSFT NVDA ORCL UNH+1

Reuters9d agoneutral

SoftBank's Son considers up to $100 billion investment in France, Bloomberg News reports

SoftBank Group Corp founder Masayoshi Son is considering an investment of up to $100 ‌billion in France, including a multibillion-dollar project ‌to build AI infrastructure in the European nation, Bloomberg News reported on Monday. Companies have been channeling billions into data centres to power generative AI services. OpenAI, Oracle and SoftBank announced in September last year plans for five U.S. AI ‌data centres for ⁠the $500 billion Stargate project, a plan to build a nationwide advanced AI network.

ORCL

TheStreet11d agoneutral

Goldman Sachs spots a troubling big tech trend

For years, investors in the biggest technology companies could count on one reliable outcome: the cash would come back to them. Profits piled up, balance sheets swelled, and buyback programs grew year after year, quietly supporting stock prices even when markets turned volatile. That dynamic is ...

AMZN GOOG GOOGL GS META MSFT ORCL

Barchart11d agoneutral

SMCI Stock Is in the Doghouse. Super Micro Computer Is Hoping Nuclear Data Centers Can Help Get It Out.

As AI demand keeps rising, Super Micro wants to pair its servers with nuclear-powered energy solutions to tackle growing power needs – a move that could put SMCI back in investors’ good books.

NNE ORCL SMCI

Simply Wall St.11d agobearish

Oracle Layoffs And AI Focus Weigh On Costs Culture And Valuation

Oracle (NYSE:ORCL) has reportedly laid off an estimated 20,000 to 30,000 employees via email at the end of March 2026. The cuts affect a significant share of the workforce and have raised concerns about severance terms and compliance with WARN Act protections. The move comes as Oracle continues to focus on AI and cloud infrastructure, with questions around how the reductions may affect execution and talent retention. For investors watching NYSE:ORCL at a share price of $194.59, the size and...

ORCL

TechCrunch12d agoneutral

Laid-off Oracle workers tried to negotiate better severance. Oracle said no.

Some found out they didn't qualify for WARN Act protections like two-months notice because the company had classified them as remote workers.

ORCL

MT Newswires12d agoneutral

US Equity Indexes Advance This Week as AI-Trade Boosts Technology While Iran Ceasefire Continues

US equity indexes rose this week as quarterly earnings showed the benign effect of artificial intell

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Yahoo Finance Video12d agobearishVIDEO

Coinbase & Cloudflare's AI-driven layoffs might not be rewarded

Cloudflare (NET) announced a round of layoffs, following Coinbase's (COIN) similar announcement at the beginning of the week. Yahoo Finance Senior Business Reporter Ines Ferré, Yahoo Finance Senior Reporter Brooke DiPalma, and EMJ Capital founder and president Eric Jackson chat with Yahoo Finance's Brian Sozzi about the growing impact of artificial intelligence (AI) on the workforce.

AMZN CRM META MSFT NET OPEN ORCL XYZ

Quartz12d agoneutral

Tech hyperscalers are displacing banks as top U.S. bond issuers

AI hyperscalers issued $121 billion in bonds in 2025, four times their five-year average, and the shift is rewriting credit-index rankings

AMZN GOOG GOOGL META MSFT ORCL

Yahoo Finance Video12d agobearishVIDEO

Should workers be worried about more AI layoffs? Acting Labor Secy. responds

While the push into further AI adoption has driven a wide trend of layoffs in the tech sector in 2026, Acting US Secretary of Labor Keith Sonderling speaks with Yahoo Finance Senior Reporter Jennifer Schonberger about how his department is examining artificial intelligence's impact on the labor market.

META ORCL

Insider Monkey12d agoneutral

Jim Cramer Says “I Think That You Should Go With Oracle”

Oracle Corporation (NYSE:ORCL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller asked whether Cramer sees the stock returning to its all-time high. He replied: Okay, I think that last quarter was very good, and people were betting against Oracle. I think that’s a […]

ORCL

Insider Monkey12d agoneutral

Jim Cramer Highlights Caterpillar As One of the Backup Power Plays

Caterpillar Inc. (NYSE:CAT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. It was one of the stocks that Cramer mentioned during the episode, and he said: You need backup power. That’s Caterpillar and Cummins and Generac. As for the actual builders, CoreWeave, Oracle, they’re the […]

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24/7 Wall St.12d agoneutral

Amazon Starts To Run Low On Cash

The question is not whether Amazon (NASDAQ: AMZN) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems, but only one has a deeper problem. Oracle (NASDAQ: ORCL) has raised money “off-balance-sheet’, and its financial obligations are said to be as high as $300 billion. ... Amazon Starts To Run Low On Cash

AMZN MSFT ORCL

Simply Wall St.12d agoneutral

Latest News In Cloud AI - Inriver's AI Platform Gains Microsoft Certified Software Designation

Inriver has achieved Microsoft Certified Software Designation for its AI-powered Product Information Management (PIM) platform, specifically designed for Manufacturing AI. Now available in the Microsoft Marketplace, this certification allows global Microsoft customers to discover and integrate Inriver’s solutions, enhancing innovation and business transformation through seamless compatibility with Microsoft products. The platform offers manufacturers enhanced capabilities for product data...

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Motley Fool12d agoneutral

Why Bloom Energy Stock Skyrocketed 109% in April

Bloom Energy had a big month.

BE ORCL

BeInCrypto12d agoneutral

Hyperscalers’ Free Cash Flow Dips as AI Arms Race Hits Balance Sheets

Hyperscalers' free cash flow heads to 2014 lows as Morgan Stanley lifts Big Tech AI capex to $1.1T by 2027.

AMZN GOOG GOOGL META MSFT ORCL ^GSPC

LA Times12d agoneutral

California tech company Cloudflare to lay off more than 1,000 workers, cites AI

The company's stock plunged roughly 18% after it announced the job cuts and forecasted revenue that fell short of expectations.

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Benzinga13d agoneutral

Microsoft And Amazon Aren't Cheap: Analyst Says Earnings 'Mirage' Driven By OpenAI, Anthropic Dominating 50% Of Cloud Backlog

Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalers’ earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI and Anthropic. ‘Total Mirage’ In Cloud Revenues Recent data reveals a staggering...

AMZN GOOG GOOGL MSFT ORCL

Barrons.com13d agoneutral

Elon Musk ’Dissolved’ xAI. What It Means for the SpaceX IPO.

Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and valuing the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.”

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Yahoo Finance Video13d agobullishVIDEO

Stocks take a breather after reaching record highs

Stocks (^GSPC, ^DJI, ^IXIC) are taking a breather after notching record highs yesterday, while the 30-year Treasury yield (^TYX) edges closer to 5%. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the key market moves investors should be watching.

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Zacks13d agoneutral

Amazon Rides on 28% AWS Growth in Q1: Buy, Sell or Hold the Stock?

AMZN rides on 28% AWS surge and AI momentum, but soaring capex and weak cash flow cloud outlook-leaving investors weighing whether to hold at premium levels.

ORCL

Barrons.com13d agoneutral

How Peloton Explains the AI Boom and Why It Will End Badly

Lessons from its decline could be useful for those looking at the extraordinary tech sector gains of the past six weeks.

AMD MSFT ORCL

Simply Wall St.13d agobullish

Is It Too Late To Consider Oracle (ORCL) After Its Sharp Share Price Rally?

If you are wondering whether Oracle's recent share price levels still offer value, or if you might be late to the story, this article focuses squarely on what the current price implies. Oracle's stock last closed at US$194.03, with returns of 18.4% over 7 days, 33.3% over 30 days, 31.2% over 1 year and 170.5% over 5 years, while the year-to-date return stands at a 0.9% decline. Recent market attention on Oracle has been shaped by broader interest in large software providers and their role in...

ORCL

Barrons.com13d agoneutral

Elon Musk Is Dissolving xAI. What That Means.

Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and value the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.”

GOOGL ORCL TSLA

The Fly13d agoneutral

Oracle upgraded, Planet Fitness downgraded: Wall Street's top analyst calls

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