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A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low. This was a valuation call from a skeptic, not an AI endorsement.
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.
A number of stocks jumped in the afternoon session after Guggenheim's John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.
Microsoft Corporation (NASDAQ:MSFT) is one of the most promising future stocks to buy right now. Reuters reported on June 26 that Italy’s antitrust authority announced on Friday the opening of an investigation into Microsoft Corporation (NASDAQ:MSFT) concerning the alleged unfair commercial practices associated with the price hike of its “Microsoft 365” subscription. The regulator stated that […]
Brookfield is quintupling the size of its AI power partnership with Bloom Energy.
Analysts remain mostly bullish, but weak momentum and valuation concerns continue to weigh on sentiment.
Oracle Joins William Blair's Conviction List as Meta Gets the Boot
Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would’ve let you trounce the broader market’s gains again and again. But what if I ... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks
Hyperscaler capex has ballooned to nearly $700 billion, up from roughly $400 billion just three months earlier, according to Applied Digital CEO Wes Cummins. Oracle’s transformation into an AI cloud powerhouse is the marquee headline, but the money is quietly rotating into the picks-and-shovels names that get paid whether Oracle, Microsoft, or Meta wins the ... Oracle Just Became an AI Cloud Powerhouse. Here Are 5 Under-the-Radar Stocks Along for the Ride
Oracle Corporation (NYSE:ORCL) ranks among the AI stocks beyond NVIDIA that could surge in 2026. On June 23, KeyBanc restated its Overweight rating and $300 price target for Oracle Corporation (NYSE:ORCL), noting more transparency on the company’s expenditure outlook. The firm boosted its EPS estimates for fiscal years 2028 through 2030, exceeding consensus expectations for […]
MSFT's premium valuation faces a key test as cloud growth stays strong but AI spending pressures margins. Does guidance justify the higher P/E?
CoreWeave (NASDAQ:CRWV) stock is down 11% to $88.63 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated today, though there is one possible price-move driver. Still, overall it looks like a continuation of a broader downtrend for one of the ... CoreWeave Is Down 11% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?
Bloom Energy stock is rising once more this time on a massive expansion to its 2025 partnership with Brookfield Asset Management.
Oracle stock has fallen sharply in recent months even as its valuation checks still lean supportive. That puts fresh focus on whether the recent slide has pushed the shares into genuinely attractive territory or simply brought them closer to a more reasonable price. Oracle has delivered a total return of 88.7% over the past 5 years, which means long term holders are still clearly ahead despite the recent pullback. Heavy spending on AI driven cloud infrastructure can support revenue...
A new business inside Microsoft (MSFT) has quietly reached a massive scale. The company's AI segment has surpassed a $37 billion annual run rate, growing at an astonishing 123%. This new engine is already a significant portion of the Microsoft Cloud, which itself exceeded $54 billion in quarterly revenue. This is not a future promise; it is a present-day reality.
It’s no secret that Salesforce (CRM) stock has been a tough holding. With shares down 41% over the last year, the market’s verdict seems clear: the era of hyper-growth is over, and with it, the premium valuation. The conversation is almost entirely about the top line.
Nuclear operators have had to reduce output or shut down in the past because of extreme heat. Natural gas turbines are less efficient.
JFrog and Qualys are outperforming the broader software sector as bullish technical patterns suggest both stocks could continue leading into the second half of 2026.
The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide accelerated this month after top holding Oracle posted its worst week since the 2001 dot-com bust, dropping 19.4% in five sessions on debt ... IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics
Oracle (NYSE:ORCL) just posted one of the strongest cloud quarters in software history. Infrastructure revenue grew 93% year over year to $5.79 billion, and remaining performance obligations hit $638 billion. Yet shares trade at $148.53, down 23.33% YTD. Market cap sits at $427.8 billion. Can this stock reach $400 a share and push Oracle past ... Oracle Could Be a $1 Trillion Company By This Date
ORCL expands Fusion Agentic Applications with new AI tools for supply chains, aiming to boost automation, efficiency and cloud adoption.
INTU's AI strategy expands higher-value services, automating workflows and boosting cross-selling, helping lift growth and fiscal 2026 guidance.
Zacks.com users have recently been watching Oracle (ORCL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Oracle Corporation (NYSE:ORCL) is one of the undervalued stocks with high upside potential. On June 29, Oracle launched four new “Fusion Agentic Applications” within its Cloud SCM platform, using AI agents to autonomously manage supply chain tasks like inventory planning, supplier qualification, and production readiness. By shifting from manual tracking to AI-driven execution, these tools […]
Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is one of the oversold tech stocks to buy now. On June 11, Cognizant selected Oracle Fusion Cloud Recruiting, part of Oracle Fusion Cloud Human Capital Management, to advance its talent acquisition strategy. This partnership aims to streamline hiring workflows and enhance candidate experiences across more than 60 countries. The […]
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