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Oracle is catching a double tailwind from easing geopolitical tensions and an expanded AI partnership with Alphabet.

A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.

Which hyperscaler's balance sheet could ride out a rough stretch, and which couldn't? The gap between Microsoft and Oracle is wider than their spending suggests.

SpaceX reported second quarter results on Tuesday that topped estimates— its first report as a public company.

Are all these AI spending figures actually comparable? Not quite, and the fine print is where this five-company story gets interesting.

Is it truly possible that artificial intelligence, the very technological wave promised to unlock trillions in enterprise productivity, could end up upending Oracle (ORCL), the staid, unshakeable, fifty-year-old titan of relational enterprise databases? The company that has quietly powered global banking, enterprise logistics, and government administration for half a century is now carrying a very different kind of balance sheet, one built on server racks, liquid cooling pipes, and high-interest

Oracle's big DoD contract is a reason to buy Oracle stock, not sell it.

Major cloud companies all reported stellar growth, paving the way for more AI spending.

Larry Ellison's Oracle gambled its balance sheet on an AI future that analysts are now calling the most dangerous financial bubble in history, and the bill is coming due faster than anyone expected.

Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services. It’s against this backdrop that the Department of Veterans Affairs (VA) has expanded its relationship with Salesforce Inc. (NYSE:CRM). On July 24, Salesforce announced that it has secured a 3-year agreement with the […]

AI spending is ramping up, but this tech stock looks like a good deal.

Nvidia and Oracle shareholders are losing patience, but now is not the time to ditch these tech giants.

Salesforce shares cratered 30% this year before staging a surprise July reversal, and now a proprietary model is pointing to a very specific price target that cuts against the bearish narrative still dominating Wall Street.

In late July 2026, Oracle and Google Cloud expanded their partnership to bring Google's Gemini models into Oracle's Fusion Applications, NetSuite, and AI Agent Studio, broadening enterprise access to generative AI tools across Oracle's software and cloud portfolio. This move deepens Oracle's multi-model AI approach, giving customers more choice and potentially tightening the link between Oracle's core business applications and advanced AI capabilities. We’ll now examine how embedding...

Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case for a $500 share price by 2027 looks audacious on the surface, but one critical number in the earnings report suggests the market is misreading what comes next.

IBM's 2026 pullback improves its price, but modest growth, leverage and a still-full valuation keep the stock from looking clearly cheap.

Amazon.com’s strong earnings are providing a boost to battered AI hyperscaler bonds. Amazon shares jumped 15% Friday after the company reported accelerating cloud-computing sales. The momentum carried over to its bonds: the extra yield, or spread, investors demand to hold its 6.

Bloom Energy (BE) makes solid oxide fuel cell systems that allow data centers to generate electricity on-site rather than waiting for a new connection to the power grid. Its Energy Servers provide the constant electricity required by artificial intelligence data centers. One of Bloom’s largest ...

Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new partnership just gave that thesis a serious jolt.

While investors chase chipmakers and AI startups, this earnings season quietly revealed a group of companies already converting signed customer commitments into surging cash flow, and the math behind their advantage may surprise you.

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

A moderate five-year correlation to the broad market says much of what Oracle does is genuinely its own, and its down-day behavior says what that costs.

After a sharp sell-off, a technology stalwart looks cheap. The market sees a warning, but the numbers might be telling a different story.

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.

BLKB is embedding supervised AI agents across fundraising, education and finance to deepen platform use, though near-term revenue gains remain limited.

A star analyst says the market is valuing Oracle's massive OCI-driven backlog at essentially nothing, and one investor thinks that mispricing opens a door that deep-value bulls cannot afford to ignore much longer.

BLKB's low valuation and strong cash flow support buybacks, but weak growth, retention pressure and leverage keep the stock's upside in check.

Stock buybacks are near historic highs. But their biggest benefit to investors — making each remaining share more valuable — is fading in the era of the AI spending boom.

The fund had also offered some investors the option to buy assets in its portfolio, according to a Financial Times report.

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.