ニュース

Nvidia begins Vera CPU production shipments, with OCI planning hundreds of thousands of deployments starting in 2026.

OpenAI won its legal tussle with its former backer Elon Musk on Monday. A defeat in the case for OpenAI could have upended its business model and reverberated to all the businesses that have come to rely on its success— Microsoft and Oracle perhaps the most. It could have delayed an IPO that is currently expected as early as this year.

Nvidia Sparks AI Hardware Race With Vera Rollout to Elite Tech Clients

Early customers include OpenAI, Anthropic, Oracle and SpaceXAI.

INTU's QuickBooks adds AI-powered Workforce tools, expanding from accounting into payroll, hiring and HR management.

The question on every Advanced Micro Devices (NASDAQ:AMD) shareholder’s mind is whether the stock can stretch from the low $400s to $500 before year-end. After running the numbers through our proprietary model, the answer is a qualified yes. Our 24/7 Wall St. price target for AMD is $505.08 over the next 12 months, implying 19.98% ... Will AMD Stock Hit $500 This Year?

Oracle and IBM have agreed to expand their 40 year partnership to deliver new integrated AI and hybrid cloud solutions. The companies plan to launch these joint offerings in 2026, targeting demand from enterprises using multi cloud and AI workloads. The collaboration focuses on combining Oracle cloud and database strengths with IBM's hybrid cloud and services capabilities. For investors watching NYSE:ORCL, this move comes with the stock recently trading around $186.61, with a 1 year return...

Companies that burn cash at a rapid pace can run into serious trouble if they fail to secure funding. Without a clear path to profitability, these businesses risk dilution, mounting debt, or even bankruptcy.

Booed commencement speakers, blocked data centers, plummeting poll numbers: The fast-growing industry has a faster-growing crisis.

President Donald Trump's first-quarter 2026 ethics filing reads less like a disclosure form and more like a trading floor transcript. A newly released Office of Government Ethics (OGE) filing shows Trump’s portfolio executed 3,642 securities transactions in Q1 — roughly...

The president’s investment accounts had a surge in activity, with more than 3,700 trades in the first quarter.

While the U.S. market is saturated with data centers, Nebius is leveraging Europe's strict regulations and energy grid limits to build a monopolistic AI infrastructure.

Oracle and IBM offer up to 34% upside as hyperscalers expand AI and quantum infrastructure amid a volatile macro backdrop.

HSG's continuation fund valued ByteDance at about $370 billion while drawing Asian and Middle Eastern investors.

The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.

Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.

MSFT rides on surging enterprise AI demand, with Azure growth and Copilot adoption accelerating despite rising capex and margin pressure.

Oracle (NYSE:ORCL) expanded AI-focused defense partnerships with the U.S. Department of Defense, including support for secure, classified AI workloads. The company secured a multi year contract with the U.S. Air Force valued at $88 million for cloud modernization through 2028. These agreements cover agentic AI systems for military decision support and classified cloud infrastructure across U.S. national security operations. Oracle enters this phase of defense work with NYSE:ORCL trading at...

Polymarket, the world’s largest decentralized prediction market, is facing a wave of contested bet resolutions has exposed structural vulnerabilities in its UMA Oracle-based arbitration system. It has triggered user losses, governance failures, and renewed regulatory scrutiny from the CFTC. #UMAOracle #UMADisputePolymarket Flipped a market by disavowing the words in their ...

Oracle Corporation (NYSE:ORCL) is among the stocks with the best earnings growth for the next 10 years. On May 12, Brian Schwartz from Oppenheimer lifted the price target on Oracle Corporation (NYSE:ORCL) to $235 from $210 and reiterated an Outperform rating. While highlighting positive developments during the current quarter, which will strengthen its superior EPS […]

In early 2026, Bloom Energy reported a very strong first quarter with revenue more than doubling year over year, raised its 2026 revenue outlook to US$3.40–US$3.80 billion, and expanded its Oracle agreement to supply up to 2.8 gigawatts of fuel cell capacity for AI data centers, while also awarding Federal Pacific a record switchgear contract for a large AI data center project. These developments highlight how Bloom’s solid oxide fuel cells are becoming deeply embedded in the power...

Explosive Options chief options analyst Bob Lang joins Yahoo Finance to discuss the options market for Oracle (ORCL), Costco (COST), and Alphabet (GOOG, GOOGL).

Founders, 100 ETF Founder Michael Monaghan joins Market Domination Overtime to discuss ways to play the tech-led market.

Oracle’s legacy became its biggest AI advantage.

Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, ‌according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and ‌other asset managers with the U.S. Securities and Exchange Commission. These quarterly 13-F filings, which provide insight into how some major investors reacted to emerging opportunities ​and new sources of risk or anxiety during the three-month period, show that more than 4,000 of them added to their existing holdings or initiated new positions in a group of nine companies that are big players in the AI infrastructure arena, including Oracle, Arista Networks and Vertiv.

Oracle is gaining traction in defense AI as the Pentagon moves more advanced tools into secure networks.

Oracle's stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking ...

Our 24/7 Wall St. price target for Oracle (NYSE:ORCL) is $245.34 over the next 12 months, implying 25.42% upside from $195.61. The recommendation is buy, with a 90% confidence level driven by a record contracted backlog and accelerating cloud infrastructure economics. This is one of the highest-conviction setups in mega-cap software right now. 24/7 Wall ... Oracle Price Prediction: Why $245 Is Just the Beginning