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Oracle (ORCL) stock has had a rough year, down 37% while the market climbed. The reason for the pessimism is plain to see: a colossal spending plan to build out its cloud infrastructure. Investors are worried about the cost, the execution risk, and the impact on near-term margins. But the stock's low price appears to give little credit for the one number that reframes that entire risk: the company's Remaining Performance Obligations, or RPO.

Management now champions a new portfolio of 'growth engines,' but the story they quietly shelved was powered by a flagship product whose once-explosive growth has started to cool.

AI disruption is a hot earnings call topic.

Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.

The software giant has quietly transformed its profitability, but investors are still pricing it like the company it used to be.

The tech giant is spending billions to chase the AI boom, yet the stock has stumbled. Here’s how to think about the disconnect.

Piper Sandler Sees Major Upside for Oracle Cloud Revenue in Fiscal 2027

CPI FIM (BDL:ORCL) has drawn attention after recent share price moves, with the stock flat over the past day but down over the past month and over the past 3 months. See our latest analysis for CPI FIM. Looking beyond the latest move, CPI FIM’s 30 day share price return is down 11.11% and the 90 day share price return is down 24%, while the 3 year total shareholder return is up 98.95%. This suggests longer term holders have seen a very different experience from recent momentum. If CPI FIM’s...

Some of Oracle's biggest data center customers might be unable to meet their obligations.

Oracle Corporation (NYSE:ORCL) is one of the Best Software Stocks to Buy in 2026. Despite a 40% decline in share price over the past 6-months, analysts see more than 73% upside over the next 12-months. ​Recently, on June 30, Freedom Broker lowered the price target on Oracle Corporation (NYSE:ORCL) from $230 to $210 and maintained […]

Piper Sandler sees room for stronger growth as Oracle adds more cloud capacity.

(Bloomberg) -- Meta Platforms Inc. debuted a new image-generation artificial intelligence model, its first such release since the company spent billions to rebuild its AI lab under Chief AI Officer Alexandr Wang a year ago.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Majo

Shares of Cloudflare (NYSE:NET) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target. The move puts Cloudflare shares near a fresh 52-week high of $276.81, and it’s standing out on an otherwise rough day for growth tech. The NASDAQ 100 is down 1.3% today, so ... Cloudflare Is Up 9% Today: Is It Outperforming Other AI Cloud Stocks Like Oracle, CoreWeave, and Snowflake?

DTE Energy (NYSE:DTE) at $151.36 is a hold. The Michigan utility is pushing against its $155.06 52-week high on hyperscaler power supply deals, but a Q1 earnings miss and modest upside to consensus targets argue for patience. DTE is a Detroit-based regulated utility with a $32 billion market cap operating DTE Electric, DTE Gas, DTE ... DTE Energy Nearing 52-Week High: Buy, Sell or Hold?

Oracle’s AI spending has rattled investors, but Piper Sandler believes the market is overlooking a $2.2 billion cloud growth opportunity.

(Bloomberg) -- Amazon.com Inc.’s massive bond sale dragged down outstanding hyperscaler debt on Tuesday as investors sold existing securities to fund the new issue, signaling growing fatigue over the barrage of artificial intelligence financings.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Dive

SNOW's AI Data Cloud adoption is accelerating as new AI products, customer wins, and partnerships fuel growth, while the company targets 30% revenue growth.

Amazon is reportedly readying a bond offering of at least $25 billion, as the tech giant continues to plow investments into AI-related infrastructure. Amazon stock was trading slightly lower. The Seattle-based Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds Tuesday, the Wall Street Journal reported.

Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is finally getting the AI story it has been chasing for a decade. Q1 2026 revenue landed at $10.25B, up 37.85% YoY, with Data Center now the dominant engine at $5.78B (+57%). CEO Lisa Su told investors, “Data Center now the primary driver of our revenue and ... 1 Prediction for AMD Stock Over the Next 5 Years

CRM's Informatica integration boosts AI and data ARR, expanding Data 360 and Agentforce capabilities, and opening new cross-selling opportunities.

Another day, another massive bond sale from a company borrowing heavily to invest in artificial-intelligence infrastructure. Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds today, just four months after it issued $37 billion of bonds in the U.

Oracle (ORCL) is back in the spotlight after a steep share-price slide collided with an aggressive AI buildout, leaving investors weighing heavy spending, rising debt, and negative free cash flow against strong cloud growth and record contract backlogs. See our latest analysis for Oracle. Recent AI product launches in HCM and supply chain, together with Oracle’s expanded Defense Ecosystem, have not stopped a sharp reset in expectations. A 30 day share price return of down 32.7% and a 1 year...

Bloom Energy scales with major partnerships and positive cash flow, while Eos Energy races to profitability despite 7x revenue growth.

A software firm is growing like a startup but priced like a utility, creating a contradiction the market cannot ignore for long.

The creative software giant is prioritizing significant user growth over short-term financial stability, prompting investors to re-evaluate the company's long-term value.

Higher-rated tech debt is rising, but investors are questioning whether AI spending will deliver expected returns.

Role eliminations at cloud computing companies, especially Oracle, comprise the lion’s share of 2026 tech layoffs.

After a punishing slide, Salesforce 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.

What looks like another AI product is actually a fundamental and potentially lucrative shift in how the company makes its money.

The software giant just had the best year in its history. Its stock has lost more than half its value since September.