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A surprise addition to AMD's AI customer roster has analysts scrambling to revise their price targets, and the chipmaker's upcoming July event could determine whether shares reclaim their recent highs or face a painful reset.
The brokerage said Oracle's AI ambitions could require significant borrowing over the next several years.
Wall Street kicked off the week with a flurry of analyst calls spanning energy, tech, and consumer names, and not everyone got good news. Find out which stocks earned fresh upgrades and which ones faced brutal target price cuts amid a turbulent market backdrop.
Jefferies has raised its price target on Arm Holdings PLC (NASDAQ:ARM) to $320 from $290, arguing that orders for the chip designer's AGI CPU have risen further since full-year results as agentic artificial intelligence fuels demand for processors. The broker repeated its 'buy' rating on the...
Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.
Netflix, Oracle and SpaceX declined last week amid lower-than-expected future growth, mounting debt concerns, and a decline in sentiment after a historic IPO.
Oracle (NYSE:ORCL) has partnered with IMSA Labs as a founding partner to support real time technology development in motorsports. The company launched the Oracle Cloud Innovation Studio, a program for startups building AI and cloud solutions on Oracle Cloud Infrastructure. Live racing environments are being used to test edge computing, AI, and distributed systems for potential use in sectors such as manufacturing, transportation, and logistics. For investors tracking Oracle, this...
A fresh low and a credit cut tell one story about the cloud giant. Its $638 billion backlog tells another.
Let's just say investors aren't convinced Oracle's aggressive spending plan will work out.
Bloom Energy soared on the AI data center boom, but a high-profile project rejection in New Mexico and a spreading wave of community opposition are raising questions about whether the company's biggest growth opportunities can survive the regulatory gauntlet.
A massive borrowing binge by technology giants expanding their artificial intelligence capabilities is fundamentally transforming fixed-income dynamics. Companies like Meta Platforms Inc., Nvidia Corp., and Amazon.com Inc. are leading a historic capital expenditure push, issuing hundreds of billions in corporate...
Cramer named specific sectors he's betting on for late 2026 while calling out two popular investments as traps that investors should exit now, regardless of where they bought in.
The two sides are negotiating an arrangement under which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, according to a report in the Wall Street Journal.
The ‘Big Short’ investor questioned whether Netflix can create evergreen content, saying the company’s long-term value depends on the strength of its content library.
US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.
Pipeline rejection threatens timing and raises project costs
New Mexico denied a natural gas pipeline permit linked to Oracle's data center.
"For those intoxicated by the ride and potential profit opportunity, the lesson that ‘what goes up’ can ‘COME DOWN A LOT FASTER’ is often a painful surprise," InvesTech Research's Claire Cantalupo wrote. The analyst flagged SpaceX's post-IPO plunge, the stock has shaved $1 trillion from its market capitalization at its peak. The PHLX Semiconductor Index has also entered a technical bull market, down more than 20% from all-time highs seen just one month prior.
In recent days, Oracle has expanded its AI and cloud ecosystem through new client deployments, AI-native Fusion Agentic Applications tools, and innovation partnerships, while reports suggest it is leading talks to build a highly secure, air-gapped government cloud network in Japan. These moves highlight how Oracle is pushing deeper into mission-critical, AI-centric workloads across industries, even as investors weigh the funding and credit risks of its very large data center expansion...
The coverage ratio for hyperscaler bond issuance tumbled from 5x in February 2026 to below 2x in July.
NOW's Q2 results may reflect strong AI adoption and subscription growth, but rising costs, competition and valuation risks cloud the outlook.
Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in enterprise software. Something in that math does not add up, and figuring out which side is wrong could define the trade of the year.
Opening Bid Host Brian Sozzi is joined by Crossmark Global Investments Chief Market Strategist Victoria Fernandez, BD8 Capital Partners CEO and CIO Barbara Doran, and Yahoo Finance Senior Business Reporter Ines Ferre to break down Oracle (ORCL), examining the company's debt concerns following its recent stock performance.
Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last quarter suggest the selloff may have handed investors a rare window.
(Bloomberg) -- The bonds sold by hyperscalers to fuel their artificial intelligence ambitions have become a drag on investor portfolios from London to Tokyo.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to Taco Bell Lettuce From MexicoFrom fa
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
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