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The AI boom promised to create a new generation of market winners. Instead, it has also exposed just how quickly expectations can outrun reality. After years of paying premium valuations for anything tied to artificial intelligence, investors are now demanding stronger earnings, disciplined spending, and proof that massive AI investments will generate real returns. The ... The AI Selloff Is Getting Brutal: 10 Tech Giants Already Deep in Bear Market Territory

The company is chasing unprecedented AI demand with a striking investment plan, creating a clear choice between future growth and present-day execution risk.

ORCL's AI infrastructure spending is surging ahead of cloud revenue growth. Can record bookings and accelerating cloud demand justify the investment?

Oracle was among AI stocks that lost ground Friday, following a report that OpenAI is considering delaying its IPO.

US stocks are set for another difficult session on Friday, with the Nasdaq on course for a fifth straight day of losses as investors continue to rotate out of technology shares ahead of the quarter-end. Nasdaq futures were down 1.2% ahead of the opening bell, while S&P 500 and Dow Jones...

AI growth is accelerating, yet the stock's history shows it offers little shelter in a broad market downturn.

The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.

Oracle Corporation (NYSE:ORCL) is one of the best stocks for beginners to buy now. On June 24, Oracle Health and Theator partnered to bring AI-powered surgical intelligence to US operating rooms. By analyzing surgical video and EHR data through Oracle Cloud Infrastructure, the platform automates operative reporting. This allows surgeons to generate accurate, structured reports […]

Tesla and SpaceX CEO Elon Musk gave his sign of support to the announcement posted by founder Michael Dell on X.

Microsoft’s Azure growth remains a key support for the stock, with investors weighing whether AI demand can offset the rising cost of building cloud capacity.

Azure Spending Could Pressure Future Profit Estimates

Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% in Thursday afternoon trading, leading a profit-taking reversal across some fuel cell names. The slide unwinds a chunk of yesterday’s 14% pop tied to FuelCell Energy’s strategic agreement with Fit Energy. Bloom Energy (NYSE:BE) stock is off 7%, last seen near $303 after closing Wednesday at $326.19. ... FuelCell Energy Drops 10%, Bloom Energy Falls 7% in a Profit-Taking Reversal as Plug Power Edges Up

While Big Tech's biggest names have publicly courted President Donald Trump, Oracle's billionaire cofounder took a quieter route—one that has reportedly tracked with major wins for his company and his son's media empire.

Rystad Energy expects fuel-cell market revenues to surge from $2.8 billion in 2025 to $30 billion by 2030.

ORCL's record $638B backlog and AI cloud demand are boosting long-term revenue visibility as cloud infrastructure revenues surge.

The tech sector stalwart's path from here will depend heavily on a single contract.

Oracle Corporation (NYSE:ORCL) is included among the Top 10 Blue Chip Stocks with Growing Dividends. On June 22, Reuters reported that Oracle Corporation (NYSE:ORCL) reduced its workforce by 13%, or roughly 21,000 employees, during fiscal 2026. The update came as the company continued to restructure its operations. Part of the effort was tied to the […]

Demand for memory chips is pushing prices higher. Will AI’s promise of increased productivity come in time to temper that inflation?

Arm Holdings plc (NASDAQ:ARM) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 17, 2026, Bernstein analyst David Dai raised the firm’s price target on Arm Holdings plc (NASDAQ:ARM) to $500 from $300 and maintained an Outperform rating. Dai described Arm as a structural beneficiary of the “renaissance of […]

Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg ... Retail Investors Sold NVIDIA, Microsoft, and Oracle to Fund SpaceX Buys. What’s the Next ‘Mega-Cap Tech Stock?’

The job cuts made headlines. But the bigger story is what's funding them.

Mizuho reiterated its Outperform rating and $320 price target on Oracle after the company’s fourth-quarter results.Oracle’s cloud infrastructure business is growing quickly, but investors are focused on capital spending, debt, and free cash flow.The bigger question is whether the demand for ...

Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and SK Hynix and Samsung both plunging more than 12% the day after SK Hynix overtook Samsung as Korea’s most valuable company. Layered on ... $900 Billion Just Vanished as Korean Chip Stocks Crater, but the Squawk Crew Isn’t Sold on an AI Breakdown

Management's focus has shifted so completely to its massive AI infrastructure bet that its original cloud promise has gone quiet, changing what you actually own.

CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy ... The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend

Shares of Advanced Micro Devices (NASDAQ:AMD) traded near $521 midmorning Wednesday, roughly flat on the session after a prior close near $520. The quiet tape masks a loud catalyst: UBS just supersized its price target on AMD stock to $670 from $455, one of the more aggressive upward revisions on the Street this month. The ... Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap?

In the last five years, Microsoft (MSFT) stock has returned a massive $223 Bil back to its shareholders through cold, hard cash via dividends and buybacks. This impressive capacity to return capital is rooted in Microsoft’s evolution into a high-margin powerhouse, driven primarily by its dominance in cloud computing and enterprise software. The company’s ability to generate such significant "payout power" is fueled by the robust, recurring revenue streams from its Intelligent Cloud segment, spec

The “Magnificent Seven” plus Broadcom and Oracle have lost roughly $2.7 trillion in market value in June, according to Yahoo Finance analysis, as investors take a harder look at the companies funding the AI build-out.

The billionaire’s private friendship with the president has helped Oracle’s business and his son’s media conglomerate.

Tech stocks were sharply lower late Tuesday afternoon, with the State Street Technology Select Secto