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In recent weeks, Oracle Corporation has advanced its AI and cloud ambitions with a classified U.S. Department of Defense AI contract, US$16.00 billion in financing for a Michigan data center powering OpenAI applications, and clean‑energy‑powered Project Jupiter in New Mexico. These moves, together with a very large US$553.00 billion contracted backlog heavily tied to OpenAI, highlight both Oracle’s expanding AI infrastructure role and its growing concentration and debt risks. We’ll now...

FEATURE Revisiting past stock picks matters because it keeps the process honest and helps improve it over time. Looking back at what worked and what didn’t provides insight into where decisions were right or off track.

SNOW stock dips 35% YTD as AI costs and competition weigh on margins, but strong adoption, rising big-spend customers, and product innovation fuel growth outlook.

MSFT posts 18% revenue growth as AI and cloud surge, but rising capex, margin pressure and competition suggest investors may want to hold off on new buys.

Our 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $398.04, which sits modestly below where shares currently trade after a blistering rally. With AMD changing hands at $416.36 and the model implying roughly -4.4% from here, the recommendation is hold with 90% confidence. Near fair value is the cleanest way to describe ... After Blowout Quarter, This Is AMD’s Price Prediction For 2026

All three major US stock indexes were up over 1% in late-morning trading Wednesday, as investors sho

I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

Meta Platforms (NASDAQ:META) is dominating headlines and TV again after a 56.79% EPS beat and another round of personal-superintelligence rhetoric from Mark Zuckerberg. But here’s what you should actually be watching. The headline EPS is an optical illusion. $8.03 billion of Q1 profit came from a U.S. Treasury notice on capitalized R&D costs, adding $3.13 ... Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple

Banks including JPMorgan, Morgan Stanley, SMBC, MUFG, and Bank of America are working to distribute and de risk large data center loans tied to Oracle projects. The loans are linked to Oracle's US data center buildout, including Michigan and New Mexico campuses under Project Jupiter. Lenders are using private loan sales and discounted risk transfers as capital needs for AI infrastructure grow. Project Jupiter includes a move toward clean onsite power, signaling a shift in how hyperscale AI...

Oracle’s chart has flipped from broken to breaking out, and the fundamentals underneath the move say this trajectory will continue rather than fade. Oracle (NYSE:ORCL) has rallied 24% in the past month and trades around $185, recovering from a post-earnings low of $138.09 on the back of contracted backlog visibility that very few large-cap technology ... Oracle Stock’s Breakout Is Real and the Long-Term AI Infrastructure Case Is Only Getting Stronger

Oracle has lagged behind the broader market over the past year, yet analysts remain highly optimistic about the stock’s prospects.

After another dizzying rally yesterday, Intel shares closed at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.

The AI boom is coming for rural America. Inside one town's effort to fight back

Bloom Energy (BE) has jumped into focus after a busy late April, with Q1 2026 earnings beating analyst expectations, full year guidance raised to US$3.4b to US$3.8b, and an expanded Oracle partnership for AI data center power. See our latest analysis for Bloom Energy. The strong Q1 2026 earnings, raised full year guidance and Oracle Project Jupiter agreement have coincided with rapid share price momentum, including a 117.69% 1 month share price return and a very large 1 year total shareholder...

The Hackett Group (NASDAQ:HCKT) reported first-quarter 2026 results that reflected what management described as ongoing macro-driven demand pressure and “elongated client decision cycles” tied in part to uncertainty around AI return on investment. Company leaders also emphasized that Hackett is in t

After another dizzying rally on Tuesday, Intel shares now stand at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

The semiconductor index has risen 54% since the end of March, its best performance over a 25-day period since March 2000. Chip makers are racing to meet surging demand for the specialized devices that are pivotal to powering artificial intelligence. Tuesday’s rally powered Intel to a 13% gain and a market capitalization of about $544 billion, surpassing Oracle and Johnson & Johnson Shares of Sandisk Micron and Qualcomm all added more than 10%, lifting the tech-heavy Nasdaq composite up 1%.

Intel soared on Tuesday on reports of a new partnership with Apple.

Oracle Corporation (NYSE:ORCL) is among the best software infrastructure stocks to buy now. On April 28, Wedbush reaffirmed an Outperform rating on Oracle Corporation (NYSE:ORCL) with a price target of $225. While disagreeing with the idea that growth is slowing, the firm said that OpenAI is experiencing very strong demand across both consumer and enterprise […]

A major artificial intelligence customer has come to dominate the database giant's story. And that's not the only issue.

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

Jim Cramer has a habit of cutting through the noise and pointing at something most investors are overlooking. On May 4, he did it again. In a X post, the "Mad Money" host wrote: "Oracle and SanDisk have become the tells of this market." That's a bold claim. But when you look at what these two ...

Super Micro is scheduled to report fiscal third-quarter financial results after the stock market closes on Tuesday.

Job openings barely budged in March as the hiring rate reached its highest level in nearly two years, Labor Department data released Tuesday showed. But layoffs also crept higher.

DeepInfra has successfully closed a $107 million Series B funding round aimed at expanding its cloud platform designed for high-throughput AI inference. This development highlights the increasing shift in AI demand from model training to production-scale inference, as enterprises increasingly adopt open-source and agent-driven AI models for improved cost-effectiveness and performance. The funding will facilitate DeepInfra's global expansion and enhance its infrastructure, which optimizes AI...

AI server demand strong, but investigations cloud outlook

The United States market has remained flat over the last week but is up 28% over the past year, with earnings expected to grow by 16% per annum. In such a climate, identifying undervalued stocks that offer significant discounts can present valuable opportunities for investors seeking growth potential.

Everything you need to know before you reach the office this morning.

The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market. But not every stock in the index is a winner - some are struggling with slowing growth, increasing competition, or unsustainable valuations.