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Winthrop Capital CIO Adam Cooné explains how Alphabet's (GOOG, GOOGL) second quarter earnings results would be a good "barometer" of both the market's health and broader narratives within Big Tech itself.
Investors are worried about Oracle's debt, but the company's long-term prospects could outweigh the near-term risks.
After a punishing slide, Intuit's stock has landed on a price floor that has launched major rallies before, forcing investors to decide if history is a guide or a trap.
A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI is projecting and what independent analysts see coming raises serious questions about the financial foundation under the entire AI investment trade.
Oracle stock has had a brutal run this summer.
Investing.com -- Mizuho reiterated an Outperform rating on a major software name with a price target of $320 in a note Tuesday, arguing that shares trading at multi-year lows represent "one of the most attractive risk/reward profiles" in its coverage.
Oracle (ORCL) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
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?
Wisconsin power rules add pressure to massive infrastructure push
Rocket manufacturer Space Exploration Technologies Corp. is expanding beyond aerospace and into a business dominated by Big Tech, as the company explores leasing AI computing power to the U.S. government. According to The Wall Street Journal, Elon Musk‘s SpaceX and...
According to a Stocktwits poll featuring 3,800 respondents, Oracle and Iren were favored over Hut 8 and Bloom Energy stocks.
A federal judge just froze David Ellison's dream of owning Hollywood's biggest studio, and the financial guarantee holding the deal together belongs to his father, whose personal fortune has been in freefall for months.
Wisconsin regulator maintains financial security rulesOracle (NYSE:ORCL) could be required to provide more than $7 billion in financial guarantees for its planned Wisconsin data centre after state regulators declined to ease credit requirements intended to shield electricity customers from higher energy costs. According to the Financial Times, the Wisconsin Public Service Commission has decided not to revise the conditions imposed on utility provider We Energies.
Oracle stock is in the doldrums lately. After a 4% drop yesterday, shares of the cloud computing firm now stand at their lowest level since June 2024. They're down 34% over the last month, compared with a 5% drop for the S&P's technology sector.
Legal hurdle, AI spending and profit concerns weighed on sentiment.
(Bloomberg) -- Paramount Skydance Corp. was on the brink of closing its blockbuster $110 billion takeover of Warner Bros. Discovery Inc. Now the companies are facing a legal hurdle that risks putting the deal on hold for months at a cost that could quickly climb to billions of dollars. Most Read from BloombergSaudi-Led Coalition in Yemen Vows to Protect Ships From HouthisUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s K
Oracle could face more than $7bn in collateral requirements for a massive data centre in Wisconsin, after the state's power regulator tightened...
Oracle could face more than $7bn in collateral requirements for a massive data centre in Wisconsin, after the state’s power regulator tightened...
(Bloomberg) -- The sharp selloff in momentum stocks may be nearing its end, creating an opportunity for investors to start rebuilding positions in artificial intelligence and semiconductor shares, according to UBS’ trading desk. Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeThousands of Truck
Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss AMD (AMD) new Helios AI rack server platform and how the chipmaker is ramping up its challenge to AI leader Nvidia (NVDA).
Arm Holdings PLC (NASDAQ:ARM)'s long-term growth outlook is improving as rising demand for artificial intelligence workloads drives increased need for CPUs, according to Jefferies, which raised its price target on the semiconductor designer to $320 from $290. The company’s shares are up...
AMD stock rose more than 3% on Monday.
FuelCell Energy and Bloom Energy have spent 2025 riding the same AI data center power wave, but Monday's trading just cracked that story wide open and forced investors to pick a side.
Oracle and Bloom Energy shares fell after New Mexico rejected, for a second time, a permit needed for a pipeline serving Oracle's Project Jupiter AI data center.
IBM just suffered its worst single-week collapse since 1968, yet one prominent analyst refuses to budge from a price target that implies more than 60% upside. What he sees in the wreckage that the sellers are missing could reshape the entire enterprise AI trade.
The tech giant is trading at a sizable discount.
Oracle shares are a direct focal point: the stock touched a fresh 52-week low of $121.50 on Friday, July 18. That level sits roughly 63% below Oracle's all-time high of $345.72, a collapse that has made Burry's trade one of the more consequential short calls of 2026.
Microsoft plans to use AMD’s Helios AI infrastructure platform and EPYC data-center processors to power more of its Azure cloud-computing services, the two companies said Monday. AMD stock jumped 5.1% to $521.23 on Monday after the market open, while the rose 0.7%. A combination of Microsoft and AMD technology will power new tools for data processing, electronic design automation, and inference, or running AI models.
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