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What layoffs hide about the real problem with the job market
Washington Post78d agobearish
What layoffs hide about the real problem with the job market

Jobs can feel precarious right now as well-known companies keep slashing workers. The latest is Meta, which promised it would cut jobs this month and on Wednesday sent layoff notices to about 10 percent of its staff, nearly 8,000 people, according to news reports.Subscribe to The Post Most newsletter for the most important and interesting stories from The Washington Post. Like some other technology companies, Meta has attributed the layoffs partly to the effects of artificial intelligence. They

Oracle Corporation (ORCL) Expands Clinical Research with AI Integration
Insider Monkey78d agoneutral
Oracle Corporation (ORCL) Expands Clinical Research with AI Integration

Oracle Corporation (NYSE:ORCL) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 5, Oracle Corp (NYSE:ORCL) reiterated its focus on creating a digital framework that enables innovation and AI integration in clinical research across Africa. The company has inked a strategic collaboration with the African Clinical Research Network to support […]

Bloom Energy (BE) Valuation In Focus After AI Data Center Deals And Upgraded 2026 Outlook
Simply Wall St.78d agobullish
Bloom Energy (BE) Valuation In Focus After AI Data Center Deals And Upgraded 2026 Outlook

Bloom Energy (BE) is back in focus after the AI power race translated into record first quarter revenue, higher 2026 guidance, and fresh data center projects with Oracle and Nebius, even as valuation worries cool recent enthusiasm. See our latest analysis for Bloom Energy. The stock’s sharp AI driven rally has cooled slightly in recent sessions, with a 7 day share price return of -2.57%, following a 90 day share price return of 77.55% and a very large 1 year total shareholder return that...

These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors
24/7 Wall St.78d agoneutral
These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors

The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are talking about. With the S&P 500 up 8% year to date, the setup for these laggards looks asymmetric heading into the back half ... These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors

FuelCell Energy Rockets 15%, Bloom Energy Jumps 9% While Plug Power Drifts: Why Hydrogen Bulls Picked Winners
24/7 Wall St.78d agobullish
FuelCell Energy Rockets 15%, Bloom Energy Jumps 9% While Plug Power Drifts: Why Hydrogen Bulls Picked Winners

Shares of FuelCell Energy (NASDAQ:FCEL) are ripping higher in midday trading Wednesday, up 15% as hydrogen bulls rotate back into the most beaten-down name in the complex. Bloom Energy (NYSE:BE) stock is participating as well, gaining 9%. Plug Power (NASDAQ:PLUG) shares, by contrast, are barely budging with a 1% uptick. That’s the story today: the ... FuelCell Energy Rockets 15%, Bloom Energy Jumps 9% While Plug Power Drifts: Why Hydrogen Bulls Picked Winners

Price Prediction and Forecast: Oracle Trades 29% Below Its Peak. Here Is Our 12 Month Target
24/7 Wall St.78d agoneutral
Price Prediction and Forecast: Oracle Trades 29% Below Its Peak. Here Is Our 12 Month Target

Oracle (NYSE:ORCL) has whipsawed investors over the past year, rising from below $160 to a peak above $300 last October before retreating. With the stock consolidating around $186 and a $553 billion AI backlog on the books, the risk/reward has shifted to the long side. Our 24/7 Wall St. Price Target for Oracle ORCL ... Price Prediction and Forecast: Oracle Trades 29% Below Its Peak. Here Is Our 12 Month Target

Oracle Bets On Nvidia Vera CPUs To Power Next Wave Of AI
Simply Wall St.79d agoneutral
Oracle Bets On Nvidia Vera CPUs To Power Next Wave Of AI

Oracle (NYSE:ORCL) is set to become the first cloud provider to deploy Nvidia's next generation Vera CPUs at hyperscale. Oracle Cloud Infrastructure plans to roll out hundreds of thousands of Nvidia Vera CPUs, with deployment scheduled to start in 2026. The rollout is aimed at supporting large scale AI workloads and expanding Oracle's AI focused cloud services for enterprise customers. For investors watching how large cloud providers are positioning around AI, this move places Oracle firmly...

XLK’s quiet edge over FTEC comes from a cap limit most investors never notice
24/7 Wall St.79d agoneutral
XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

OpenAI’s Legal Victory Comes With A Cost
The Wall Street Journal79d agoneutral
OpenAI’s Legal Victory Comes With A Cost

OpenAI won its legal tussle with its former backer Elon Musk on Monday. A defeat in the case for OpenAI could have upended its business model and reverberated to all the businesses that have come to rely on its success— Microsoft and Oracle perhaps the most. It could have delayed an IPO that is currently expected as early as this year.

Will AMD Stock Hit $500 This Year?
24/7 Wall St.79d agoneutral
Will AMD Stock Hit $500 This Year?

The question on every Advanced Micro Devices (NASDAQ:AMD) shareholder’s mind is whether the stock can stretch from the low $400s to $500 before year-end. After running the numbers through our proprietary model, the answer is a qualified yes. Our 24/7 Wall St. price target for AMD is $505.08 over the next 12 months, implying 19.98% ... Will AMD Stock Hit $500 This Year?

Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation
Simply Wall St.80d agoneutral
Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation

Oracle and IBM have agreed to expand their 40 year partnership to deliver new integrated AI and hybrid cloud solutions. The companies plan to launch these joint offerings in 2026, targeting demand from enterprises using multi cloud and AI workloads. The collaboration focuses on combining Oracle cloud and database strengths with IBM's hybrid cloud and services capabilities. For investors watching NYSE:ORCL, this move comes with the stock recently trading around $186.61, with a 1 year return...

3 Cash-Burning Stocks Walking a Fine Line
StockStory80d agoneutral
3 Cash-Burning Stocks Walking a Fine Line

Companies that burn cash at a rapid pace can run into serious trouble if they fail to secure funding. Without a clear path to profitability, these businesses risk dilution, mounting debt, or even bankruptcy.