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The company released its latest earnings last month.

The cloud company finally made it to a major stock index, so why did investors hit the sell button.

Investing.com -- Meta Platforms Inc (NASDAQ:META) has contracted over 5GW of datacenter capacity across cloud and colocation in just the first half of 2026, and research firm SemiAnalysis argues the company's compute buildout is nowhere near its peak, projecting that Meta's 2027 capital expenditure will be "shockingly high" and that fears of it cannibalizing neocloud rivals are misplaced.

Arm Holdings plc (NASDAQ:ARM) is one of the best stocks on the rise to invest in. UBS lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $470 from $260 on June 24 and maintained a Buy rating on the shares. The stock also received a rating update from Mizuho on June 4. The firm lifted the […]

Midstream pipelines have quietly become the income engine of the energy sector in 2026. With U.S. LNG exports running near maximum capacity and commercial electricity demand (driven by data centers) projected to surpass residential consumption for the first time on record in 2027, the companies that move hydrocarbons are sitting on multi-year volume tailwinds. The ... 3 Pipeline Stocks Paying You to Wait in July

Oracle expanded its Defense Ecosystem with ten additional defense technology partners, deepening its role in AI and cloud services for mission-critical operations across the US and allied nations. Separately, Oracle became a major client in Crusoe's new AI computing partnership and supply agreement, adding another pillar to its AI infrastructure efforts. Oracle, trading under NYSE:ORCL, is pushing further into defense and AI infrastructure at a time when its stock has come under pressure...

Investing.com -- Piper Sandler defended its Overweight rating on Oracle in a note to clients on Monday, arguing the company could generate approximately $2.2 billion in Oracle Cloud Infrastructure revenue not currently captured in consensus estimates, based on the firm’s analysis of capital expenditure to data center capacity to revenue conversion.

S&P 500 and Nasdaq-100 futures also rose Monday, with traders eyeing Fed minutes due Wednesday from Chair Kevin Warsh's first meeting

Stocks were gaining in premarket Monday with technology stocks prominent among the gainers. Semiconductor companies were particularly prominent as the artificial-intelligence trade took off again. Western Digital was up 4.5%, Sandisk was up 3.9%, and Micron Technology rose 2.3% as memory-and-storage companies regained their momentum after a drop last week.

The proposed investment could see Crusoe’s valuation rise to around $30bn, potentially tripling its previous value.

Oracle Corp. (NYSE:ORCL) is one of BlackRock’s 30 most important AI stocks right now. On June 25, Oracle Corp. (NYSE:ORCL) revealed the third cohort of its Oracle Defense Ecosystem, comprising defense technology businesses focusing on cybersecurity, mission-critical AI, operational intelligence, secure communications, mission support, and autonomous systems for the United States and its allies. The […]

Microsoft has become a big beneficiary of the AI boom.

Oracle Corp. just gave back everything, and then some. The stock plunged about 35% in June, its worst month since September 1990, as investors began questioning the payoff from its massive AI buildout. The timing makes it sting more. That...

Originally focused on Bitcoin mining, Crusoe pivoted to AI infrastructure after selling its Bitcoin business, leveraging its energy expertise for data center development.

The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI infrastructure wave rolling through NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), and Oracle (NYSE:ORCL). The evidence sits in three data points from the most recent quarterly filings. NVIDIA’s Q2 FY2027 revenue guide of $91.0 billion, Alphabet’s 2026 capex guide ... $750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?

Cisco is up 46% in 2026 while Oracle has slid 25%, and Wall Street sees up to 185% upside for one of them. Here's how the two tech giants compare on value, yield, and dividend growth.

Oracle Corporation (NYSE:ORCL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 22 upward EPS revisions and 14 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 30 upward revisions and 5 downward revisions. The ranking is held back by the downward […]

Bloom Energy is crushing the stock market. But can it sustain a lofty valuation in the second half of 2026?

William Blair just added ORCL stock to its conviction list, with Oracle expected to be a major AI beneficiary.

SNOW's platform adoption and AI momentum are fueling gains, but rising competition, margin pressure, and premium valuation keep investors cautious.

Guidewire's cloud migration, AI workflow tools and services growth deepen its insurer modernization story, but execution and margin mix remain key tests.

Rimini Street, Inc. (NASDAQ:RMNI) is one of the Best Rising Penny Stocks to Buy According to Wall Street Analysts. Recently, on June 18, Rimini Street, Inc. (NASDAQ:RMNI) announced its partnership with One New Zealand to manage and stabilize its Oracle software systems. One New Zealand is a major telecommunications company that serves more than 2 […]

Microsoft (MSFT) stock has had a tough run, down 20% over the last year and trailing the market significantly. The conversation is dominated by one large number: a plan to invest roughly $190 billion in capital expenditures in calendar year 2026. The question for skeptics is whether the demand for artificial intelligence is real enough to pay for it all.

The software sector is enjoying a rebound and Wall Street analysts have rarely ever been as bullish on Oracle as they are now.

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

In late June 2026, Oracle unveiled new AI-powered tools across its cloud applications, including Oracle Manager Edge in Fusion Cloud HCM and four Fusion Agentic Applications in Cloud SCM that embed AI agents directly into workforce management and supply chain operations. These launches extend Oracle’s AI use deeper into day-to-day enterprise workflows, potentially increasing the stickiness of its cloud platforms by tying leadership coaching, inventory planning, and production readiness to...

Crusoe is in talks to raise about $3 billion in a funding round that could value the AI infrastructu

Oracle Corporation (NYSE:ORCL) is one of the cheap stocks that are about to explode. On June 30, Oracle announced the launch of Oracle Manager Edge, an AI-powered coaching assistant integrated into Oracle Fusion Cloud HCM. Designed to help managers lead with greater confidence, the tool provides real-time, personalized guidance based on workforce signals like performance […]

AI data center startup Crusoe is in talks to raise about $3 ‌billion in a funding round that ‌may triple its valuation, Bloomberg News reported on Thursday, ​citing people familiar with the situation. The startup has contracts to supply AI computing power for the likes of Meta and Oracle, the report ‌said, as technology ⁠giants spend billions of dollars on data centers to meet the massive ⁠computing requirements for GenAI. The startup, which builds ‌and operates the type of large data centers that power AI systems, is still in active talks on the round, and a final valuation has not been set, according to ‌the Bloomberg report.

The market is pricing a vast range of possibilities for the tech giant's next chapter, and if you hold the shares, you're buckled in for the entire ride.