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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

After another dizzying rally on Tuesday, Intel shares now stand 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.

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

The semiconductor index has risen 54% since the end of March, its best performance over a 25-day period since March 2000. Chip makers are racing to meet surging demand for the specialized devices that are pivotal to powering artificial intelligence. Tuesday’s rally powered Intel to a 13% gain and a market capitalization of about $544 billion, surpassing Oracle and Johnson & Johnson Shares of Sandisk Micron and Qualcomm all added more than 10%, lifting the tech-heavy Nasdaq composite up 1%.

Intel soared on Tuesday on reports of a new partnership with Apple.

Oracle Corporation (NYSE:ORCL) is among the best software infrastructure stocks to buy now. On April 28, Wedbush reaffirmed an Outperform rating on Oracle Corporation (NYSE:ORCL) with a price target of $225. While disagreeing with the idea that growth is slowing, the firm said that OpenAI is experiencing very strong demand across both consumer and enterprise […]

A major artificial intelligence customer has come to dominate the database giant's story. And that's not the only issue.

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

Jim Cramer has a habit of cutting through the noise and pointing at something most investors are overlooking. On May 4, he did it again. In a X post, the "Mad Money" host wrote: "Oracle and SanDisk have become the tells of this market." That's a bold claim. But when you look at what these two ...

Super Micro is scheduled to report fiscal third-quarter financial results after the stock market closes on Tuesday.

Job openings barely budged in March as the hiring rate reached its highest level in nearly two years, Labor Department data released Tuesday showed. But layoffs also crept higher.

DeepInfra has successfully closed a $107 million Series B funding round aimed at expanding its cloud platform designed for high-throughput AI inference. This development highlights the increasing shift in AI demand from model training to production-scale inference, as enterprises increasingly adopt open-source and agent-driven AI models for improved cost-effectiveness and performance. The funding will facilitate DeepInfra's global expansion and enhance its infrastructure, which optimizes AI...

AI server demand strong, but investigations cloud outlook

The United States market has remained flat over the last week but is up 28% over the past year, with earnings expected to grow by 16% per annum. In such a climate, identifying undervalued stocks that offer significant discounts can present valuable opportunities for investors seeking growth potential.

Everything you need to know before you reach the office this morning.

The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market. But not every stock in the index is a winner - some are struggling with slowing growth, increasing competition, or unsustainable valuations.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Oracle Corporation (NYSE:ORCL) is one of the Most Promising AI Stocks to Invest In. On April 25, Bloomberg reported that $16 billion in financing for Oracle Corporation (NYSE:ORCL)’s data center in Michigan was wrapped up. Bank of America Corp. sold $14 billion of bonds associated with the project. This was a debt sale, which was anchored […]

Oracle's stock took a hit after news regarding OpenAI's missed targets was reported.

Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from opposite ends. Oracle is pouring capital into AI infrastructure to become a hyperscaler. Salesforce is layering AI agents onto the workflow software enterprises already run. Both are betting big. Only one is doing it with debt. IaaS Carries Oracle. Agentforce Carries ... Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push

Berkshire Hathaway Inc. (NYSE:BRK-B) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer started his game plan with the stock and stated: Let’s check the game plan. Alright, usually I start with Monday’s business, right? But we have a special on Saturday about Berkshire Hathaway in […]

Oracle Stock Rises. OpenAI Comments and a Pentagon AI Deal Are Fueling the Rally

Oracle and BorderPlex Digital Assets launched Project Jupiter to supply Oracle's New Mexico AI data center campus with Bloom Energy fuel cells. The project shifts the campus away from gas turbines and diesel to a single microgrid powered primarily by on site fuel cells. This marks Oracle's first major move to center clean, on site power at scale for an AI data center campus. Oracle (NYSE: ORCL) is putting energy infrastructure at the center of its AI data center build out with Project...

It’s been quite an eventful earnings season for mega-cap tech. For the most part, the showings were impressive, but there is one result that stood head and shoulders above the pack in the Mag Seven. Of course, that’s Alphabet (NASDAQ:GOOG), which clocked in growth figures that were so good that investors probably cheered the higher ... These Companies Have the Essential Ingredients Needed to Pull Ahead of the Pack in the AI Revolution

SoundHound AI (NASDAQ:SOUN) is back on every retail trader’s radar after a 43.11% rip in a single month and a 20.1% single-day pop into May, fueled by a Reddit setup note pitching a “voice AI infrastructure play with an interesting setup” ahead of earnings on May 7. SoundHound trades near $10 with the stock still ... Skip the SoundHound Hype — These Three Titans Own the AI Infrastructure Layer That Actually Matters

Wedbush sees Oracle’s pullback as noise, with AI demand, rising contracts, and cloud momentum still driving growth.

VICR, NVDA and UNH lead gains as Zacks-backed picks outperform the broader market across multiple portfolios.

Chainlink is at the forefront of a massive new financial trend that could send it soaring for years to come.

JPMorgan Chase (JPM), Morgan Stanley (MS), SMBC and MUFG (MUFC) are exploring ways to distribute dat