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In May 2026, Bloom Energy Corporation’s shareholders approved amendments to its Restated Certificate of Incorporation, adding officer exculpation provisions allowed under Delaware law and removing obsolete language tied to former Class B shares. These governance changes come as Bloom secures multi-gigawatt data center fuel-cell agreements with partners like Oracle and Brookfield Asset Management, reinforcing its role in powering AI-focused infrastructure. We’ll now explore how Bloom’s AI...

AI capex could reach roughly $800 billion in 2026 as TS Lombard questions whether expectations can keep pace.

AI Spending Boom Raises Sustainability Questions For Investors

When Hewlett Packard Enterprise (HPE) reported its Q2 results, (Oct. year), it delivered a report card so strong that it fundamentally reset market expectations. Driving that shift was a massive pivot in guidance: management announced it now expects to generate “at least $3.5 billion” in free cash flow this year. Those are the same milestones the company had originally targeted for the long term, now pulled forward a full two years.

Citi Sees AI Contracts Supporting Oracle Growth Ahead

(Bloomberg) -- Databricks, a data software company, plans to sell shares to the public at some point, but won’t tap the public markets this year amid a flurry of planned tech IPOs.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborBroadcom Slides by Most in More Than a Year on AI Outlook MissTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTh

Oracle Corporation (NYSE:ORCL) is included among the 10 No-Brainer Dividend Stocks to Buy. On June 2, Scotiabank raised its price recommendation on Oracle Corporation (NYSE:ORCL) to $290 from $215. It reiterated an Outperform rating on the stock. The firm said it continues to favor Oracle’s structural position in the AI-accelerated cloud market. While the analyst […]

Adobe (ADBE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

U.S. stocks ended lower on Wednesday, retreating from their record highs, as fresh tensions in the Middle East dented investors' confidence and a surge in global oil prices reignited fears of inflation ticking higher.

Oracle (ORCL) stock dropped 5.83% yesterday as investors grew anxious over soaring AI infrastructure costs and locked in gains, snapping a massive three-day rally that had driven shares to annual highs. With the stock now hovering around $230, is it still a smart buy.

The biggest insight hiding inside the recent Q1 FY27 earnings report from Veeva Systems (VEEV) is the stark divergence between management's artificial intelligence narrative and the structural realities of its legacy software business. While leadership dedicated significant time to detailing the launch of Veeva Falcon for agentic labor and the Ostro acquisition, the underlying financial tension centers entirely on the forced migration of its CRM customer base.

Around 700 union tradespeople will work under a project labor agreement on OpenAI and Oracle’s 250-acre campus, according to the project announcement.

Nvidia, Alphabet, Meta, Dell, Hewlett and Oracle have been highlighted in this Investment Ideas article.

The company's relationship with OpenAI looked rosier at the end of the month.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

Oracle shares fell more than 4% ahead of fiscal fourth-quarter earnings.

Oracle (ORCL) stock closed the June 2 trading session down 1.44% at $244.58. Despite this slight drop, the stock is now up about 25.48% year to date, at the time of writing, Wednesday morning, June 3. Meanwhile, the SPDR S&P 500 Index (SPY) is up about 11.39% in the same period. Oracle has ...

Over the last 7 days, the United States market has risen by 1.2%, contributing to a significant 27% increase over the past year, with earnings expected to grow by 17% annually. In this thriving environment, identifying stocks that are potentially trading below their estimated value can offer investors opportunities for growth and diversification.

Today, June 3, 2026, oil prices gained this morning as growing uncertainty in the Middle East reduced risk appetite.

At $244.58, Oracle (NYSE:ORCL) is drawing fresh investor scrutiny. The database giant just printed a quarter that reframes its entire investment narrative, turning a sleepy enterprise software story into one of the most aggressive AI infrastructure plays in mega-cap tech. Oracle sells database software, enterprise applications like NetSuite and Fusion ERP, and increasingly the cloud ... Buy, Hold, or Sell: Is Oracle Stock a Buy at $245?

The size of the AI boom has been well demonstrated by hyperscalers like Alphabet and Nvidia, but when stocks like Dell Technologies and Hewlett Packard transform into AI players, you know the cycle has taken on a new dimension.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...

CRM's Agentforce ARR jumps 205% year over year and reaches $1.2B in Q1'27, showing surging automation demand and growth momentum.

Oracle probably needs $80 billion in cash before it can "self-fund" again.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.60%. June E-mini S&P futures (ESM26 ) are down -0.50%, and June E-mini Nasdaq futures...

Oracle (ORCL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

UBS Lifts Oracle Price Target to $285, Sees AI Momentum Staying Strong

The United States market has shown robust performance recently, climbing 1.2% in the last week and rising an impressive 27% over the past year, with earnings expected to grow by 17% annually. In this environment, identifying stocks that may be priced below their estimated worth can offer potential opportunities for investors seeking value amidst overall market growth.

Internal promotions and outside hires helped the Fortune 500 notch more women CEOs.

Software stocks have rebounded from a punishing selloff as investors are betting that AI may boost the sector rather than leaving it for dead. Now investors are flocking to firms they see succeeding at integrating AI and adjusting price models by charging clients based on actual usage – while steering clear of firms that are too dependent on traditional pricing, ​which involves subscription fees based on headcount. "While AI is causing massive disruption, it is remapping the industry rather than destroying it," said Daniel Morgan, portfolio manager at Synovus Trust in Atlanta.