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Bloom Energy had a big month.

Hyperscalers' free cash flow heads to 2014 lows as Morgan Stanley lifts Big Tech AI capex to $1.1T by 2027.

The company's stock plunged roughly 18% after it announced the job cuts and forecasted revenue that fell short of expectations.

Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalers’ earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI and Anthropic. ‘Total Mirage’ In Cloud Revenues Recent data reveals a staggering...

Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and valuing the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.”

Stocks (^GSPC, ^DJI, ^IXIC) are taking a breather after notching record highs yesterday, while the 30-year Treasury yield (^TYX) edges closer to 5%. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the key market moves investors should be watching.

AMZN rides on 28% AWS surge and AI momentum, but soaring capex and weak cash flow cloud outlook-leaving investors weighing whether to hold at premium levels.

Lessons from its decline could be useful for those looking at the extraordinary tech sector gains of the past six weeks.

If you are wondering whether Oracle's recent share price levels still offer value, or if you might be late to the story, this article focuses squarely on what the current price implies. Oracle's stock last closed at US$194.03, with returns of 18.4% over 7 days, 33.3% over 30 days, 31.2% over 1 year and 170.5% over 5 years, while the year-to-date return stands at a 0.9% decline. Recent market attention on Oracle has been shaped by broader interest in large software providers and their role in...

Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and value the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.”

Oracle upgraded, Planet Fitness downgraded: Wall Street's top analyst calls

Pre-Market Stock Futures: Futures are trading modestly higher after a blowout midweek rally spurred by reports that a peace agreement with Iran could be forthcoming soon and by incredible technology earnings and forecasts that destroyed Wall Street estimates. All of the major indices were once again printing new highs as investors cheered the potential for ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Alcoa, Chiron Real Estate, Clear Secure, Fortinet, Fresh Pet, Kennametal, Ora

White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. In the tough and volatile first quarter, White Falcon delivered a net return of -6.1%, vs. the S&P 500 TR’s (CAD) -3.1%, MSCI AC TR’s (CAD) -0.6%, and the S&P TSX TR’s 4.0% returns. A copy of the letter is available […]

Bloom Energy Corporation (NYSE:BE) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On April 28, BTIG increased its price target on Bloom Energy Corporation (NYSE:BE) from $165 to $295 and kept its Buy rating on the stock, pointing to the company’s Q1 2026 results and an expanded partnership with Oracle. […]

While overall layoffs dropped in the first four months of 2026, AI helped drive more than 85,000 job cuts at technology companies.

In recent weeks, Oracle Corporation has advanced its AI and cloud ambitions with a classified U.S. Department of Defense AI contract, US$16.00 billion in financing for a Michigan data center powering OpenAI applications, and clean‑energy‑powered Project Jupiter in New Mexico. These moves, together with a very large US$553.00 billion contracted backlog heavily tied to OpenAI, highlight both Oracle’s expanding AI infrastructure role and its growing concentration and debt risks. We’ll now...

FEATURE Revisiting past stock picks matters because it keeps the process honest and helps improve it over time. Looking back at what worked and what didn’t provides insight into where decisions were right or off track.

SNOW stock dips 35% YTD as AI costs and competition weigh on margins, but strong adoption, rising big-spend customers, and product innovation fuel growth outlook.

MSFT posts 18% revenue growth as AI and cloud surge, but rising capex, margin pressure and competition suggest investors may want to hold off on new buys.

Our 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $398.04, which sits modestly below where shares currently trade after a blistering rally. With AMD changing hands at $416.36 and the model implying roughly -4.4% from here, the recommendation is hold with 90% confidence. Near fair value is the cleanest way to describe ... After Blowout Quarter, This Is AMD’s Price Prediction For 2026

All three major US stock indexes were up over 1% in late-morning trading Wednesday, as investors sho

I keep hitting the buy button on Oracle (NYSE:ORCL) because I have rarely seen a backlog like the one this company is sitting on, and I want to own as many shares as I reasonably can before the market fully prices it in. The thing that pulls me back, again and again, is a single ... Oracle’s $553 Billion Backlog Is Larger Than the GDP of Most Countries. It Also Grew 325% in a Year

Meta Platforms (NASDAQ:META) is dominating headlines and TV again after a 56.79% EPS beat and another round of personal-superintelligence rhetoric from Mark Zuckerberg. But here’s what you should actually be watching. The headline EPS is an optical illusion. $8.03 billion of Q1 profit came from a U.S. Treasury notice on capitalized R&D costs, adding $3.13 ... Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple

Banks including JPMorgan, Morgan Stanley, SMBC, MUFG, and Bank of America are working to distribute and de risk large data center loans tied to Oracle projects. The loans are linked to Oracle's US data center buildout, including Michigan and New Mexico campuses under Project Jupiter. Lenders are using private loan sales and discounted risk transfers as capital needs for AI infrastructure grow. Project Jupiter includes a move toward clean onsite power, signaling a shift in how hyperscale AI...

Oracle’s chart has flipped from broken to breaking out, and the fundamentals underneath the move say this trajectory will continue rather than fade. Oracle (NYSE:ORCL) has rallied 24% in the past month and trades around $185, recovering from a post-earnings low of $138.09 on the back of contracted backlog visibility that very few large-cap technology ... Oracle Stock’s Breakout Is Real and the Long-Term AI Infrastructure Case Is Only Getting Stronger

Oracle has lagged behind the broader market over the past year, yet analysts remain highly optimistic about the stock’s prospects.

After another dizzying rally yesterday, Intel shares closed at $108.15 a share. With the latest 13% gain, the back-in-favor-again chip giant can claim these accolades: Its market cap of $544 billion, a record for the company, now exceeds that of Oracle and Johnson & Johnson, according to Dow Jones Market Data.

The AI boom is coming for rural America. Inside one town's effort to fight back

Bloom Energy (BE) has jumped into focus after a busy late April, with Q1 2026 earnings beating analyst expectations, full year guidance raised to US$3.4b to US$3.8b, and an expanded Oracle partnership for AI data center power. See our latest analysis for Bloom Energy. The strong Q1 2026 earnings, raised full year guidance and Oracle Project Jupiter agreement have coincided with rapid share price momentum, including a 117.69% 1 month share price return and a very large 1 year total shareholder...

The Hackett Group (NASDAQ:HCKT) reported first-quarter 2026 results that reflected what management described as ongoing macro-driven demand pressure and “elongated client decision cycles” tied in part to uncertainty around AI return on investment. Company leaders also emphasized that Hackett is in t