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Google Cloud's new U.K. regulatory designation on July 13 highlights both its rising strategic importance to global finance and the greater scrutiny that comes with it.

WDAY's lower valuation and rising earnings estimates give it an edge over ANET despite weaker price performance and slower projected sales growth.

The market has punished this software giant as if its core business is failing, yet the company's financial engine continues to run with remarkable efficiency.

Regulators will oversee Microsoft, AWS, Google, and Oracle to mitigate risks to essential UK financial services.

Oracle is testing a key support level of $134, but retail traders note that its financial performance warrants a much higher valuation.

The BoE said that the CTPs will be expected to identify and control risks to their critical services “effectively”.

Oracle's annual filing cited AI adoption among the drivers of 21,000 job cuts in fiscal 2026. Snap cut 1,000 people and the CEO said rapid AI advances meant a smaller team could do the same work. At college graduation ceremonies this spring, speakers who brought up AI got booed. By May, Challenger, ...

Oracle’s stock performance from the 1980s pushed the tech giant to split its shares. Its fortunes rose and fell during the dot-com era, and then picked up again in recent years with the popularity of artificial intelligence. Here’s how many times Oracle — whose foundational business was ...

Applied Optoelectronics, Inc. (NASDAQ:AAOI) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 144.7%. On June 21, Rosenblatt Securities analyst Michael Genovese reiterated a Buy rating and maintained a $220 price target. The firm’s documented thesis has centered on Amazon-related 800G revenue, potential Oracle qualifications and […]

Veritone (NASDAQ:VERI) used a July 7 investor webcast to outline its strategy across artificial intelligence, data management, media, public sector and talent acquisition, with executives emphasizing the company’s focus on unstructured data and AI-enabled workflows. Ryan Steelberg, Veritone’s CEO a

We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Oracle Corporation (NYSE:ORCL) is one of the stocks discussed by Jim Cramer. Oracle Corporation (NYSE:ORCL)’s role in the AI ecosystem has meant that Jim Cramer hasn’t held back when discussing the firm. His morning co-host, David Faber, […]

Wall Street knows Big Tech can spend on AI — the harder question is how fast that spending turns back into cash.

Arista Networks (ANET) has become a focal point for investors after its 1.6Tbps 7060XE7 Ethernet switching platform gained traction with Meta, Microsoft, and Oracle, putting the company’s AI infrastructure ambitions under closer market scrutiny. See our latest analysis for Arista Networks. The stock’s recent news flow around AI switching has lined up with strong momentum, with a 1-month share price return of 23.19% and a 1-year total shareholder return of 72.20% pointing to rising...

Investing.com -- Investors are reassessing artificial intelligence investments as surging infrastructure spending could weigh on earnings growth and valuation multiples, even as demand for AI services remains robust, according to ING.

Oracle has expanded in recent years from providing database software management to cloud computing, which has been its biggest contributor to sales. In its fiscal 2026 year, the tech giant posted net income of $17 billion on revenue of $67 billion, with its cloud business accounting for just a ...

The designation takes effect July 13.

Alphabet, Amazon, Meta, Microsoft and Oracle ramp AI infrastructure investment as investors scrutinize funding and future returns.

In today's Chart of the Day, Yahoo Finance Markets and Data Editor Jared Blikre examines how the AI trade's free cash flow is shifting from the hyperscalers to the chipmakers.

With the market focused on competitive threats and a strategic pivot, one overlooked number reveals the powerful financial engine that gives Adobe room to maneuver.

Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.

Microsoft, Google, Amazon and Oracle face direct oversight

At $273.38, Intuit (INTU) looks set up for roughly 41% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Oracle (NYSE:ORCL) has been designated a Critical Third Party cloud supplier to the UK's financial sector. The designation places Oracle under direct oversight from the Bank of England and other UK financial regulators. Oracle will be subject to resilience testing and incident notification requirements for its UK financial sector cloud services. For investors tracking Oracle, this new Critical Third Party status highlights the company’s role in supplying cloud services to core financial...

The stock hit an all-time high Thursday as investors look for hedges against massive artificial-intelligence investments elsewhere in the market.

The ChatGPT developer’s recent model beats releases from Elon Musk’s SpaceX and Alphabet’s Google on Artificial Analysis’s intelligence ranking.

Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his argument are harder to dismiss than you might expect.

Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at a scale that has never been proven.

ORCL's record AI backlog, stronger fiscal 2027 outlook and expanding cloud businesses offer reasons to hold despite a 29.5% YTD stock decline.

In the tech heavyweight division, Microsoft is delivering knockout growth and profit numbers but carries a price tag that suggests it’s a contender, not the champ.

Microsoft shares keep sliding while the business behind them keeps growing, and that gap between price and reality is exactly where conviction gets built or destroyed.