Nvidia earnings shock looms as chip stocks sink and bearish bets surge across AI sector
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Nvidia earnings shock looms as chip stocks sink and bearish bets surge across AI sector
Nvidia begins Vera CPU production shipments, with OCI planning hundreds of thousands of deployments starting in 2026.
Big corporations are using AI investment as an excuse to cut jobs. But according to Nvidia's VP of applied deep learning, the economics behind these mass layoffs don't add up.
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.
A number of stocks jumped in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.
Oracle (ORCL) concluded the recent trading session at $186.61, signifying a -3.29% move from its prior day's close.
HSG's continuation fund valued ByteDance at about $370 billion while drawing Asian and Middle Eastern investors.
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.
A steady growth profile and a cheaper valuation make CRM a better investment bet than ORCL right now.
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...
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after the latest Consumer Price Index (CPI) report came in hotter than expected, signaling that inflation remained stubbornly high.

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