
Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.
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Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.

Apple (AAPL) is selling iPhones and Macs faster than it can build them, but the number a holder should fear most is the gross margin underneath those sales. Leaving out tariff refunds, that margin fell in the June quarter and is guided lower again for the September quarter. Management puts both steps down to rising memory prices, while the stock's price-to-earnings multiple sits near the top of its 10-year range.

The outbreak, which federal health officials linked to shredded iceberg lettuce from supplier Taylor Farms, resulted in a total of 12,883 reported cases of the gastrointestinal food-borne illness across 21 states.

The company calls it “store optimization,” but for customers, it means 20% fewer locations to try clothes on.

Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.

Shares of the AI-powered corporate travel booking platform sank after revealing higher operating costs and widening losses, but Wall Street says that isn’t the full story.

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.
All three major US stock indexes were down in late-morning trading Thursday, as oil prices continued

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

Former employees alleged that 21 Air previously ignored protocol and suppressed safety reports. The company said it has been deploying the right training and procedures.

The online-first fashion retailer has opened its second permanent U.S. store and plans another location later this year.

By Tim Hepher and Joey Roulette PARIS, Sept 9 (Reuters) - Amazon Leo has ordered six additional launches on Europe's Ariane 6 launcher, operator Arianespace said on Wednesday, in a boost to Europe's

Oracle and Amazon just posted record cloud backlogs while their free cash flow turned negative, and a single Fed decision this month could determine whether their trillion-dollar AI buildouts become strokes of genius or catastrophic overextensions.

The two companies have shared a new partnership.

📈 Follow our live markets data and coverage. Google co-founder Larry Page reportedly told employees that he’s “willing to go bankrupt rather than lose this race.” Amazon founder Jeff Bezos called AI an “industrial bubble” that’s seeing good and bad projects get funded, just like in the dot-com boom.

Google said its largest single investment in Europe would power its popular services — such as Gemini, Search, Maps, and YouTube.

Amazon.com Inc. kicked off the sale of its debut sterling bonds in a four-part deal, as hyperscalers continue to turn to global debt markets to fuel the artificial intelligence arms race.

Chinese leader Xi Jinping and President Donald Trump are set to meet later this month in yet another bid to stabilize the relationship—and extend a a truce struck last fall. The planned Sept. 24 meeting in Washington D.C., which Beijing has still yet to confirm, will mark Xi’s first trip to the capitol in more than a decade. It follows Trump’s trip to Beijing last May, when the two dialed down tensions following months of tariff threats and, among other things, export restrictions.

The National Transportation Safety Board didn’t find evidence that speed brakes or thrust reversers were deployed.

Amazon, Meta and Google risk losing decadeslong exemptions due to a backlash against their facilities.

The decision affects almost 15% of the company’s global staff.

Holtec Nuclear is seeking to raise about $900 million as it prepares to restart the Palisades nuclear plant and expand into small modular reactors.

In a boost for Google stock, cloud computing chief Thomas Kurian says AI chip business is more than twice the size of its closest rival.

The class-action, led by four ex-warehouse workers, alleges that Amazon deducted their bank of unpaid time off or flagged them for “time off-task” for medically necessary breaks or absences.
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