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Oracle (ORCL) stock has had a rough year, down 37% while the market climbed. The reason for the pessimism is plain to see: a colossal spending plan to build out its cloud infrastructure. Investors are worried about the cost, the execution risk, and the impact on near-term margins. But the stock's low price appears to give little credit for the one number that reframes that entire risk: the company's Remaining Performance Obligations, or RPO.

Nearly every major AI company is either making or considering making homegrown chips to reduce their reliance on Nvidia and cut costs.

YouTube may also challenge Fox for future tournaments

On CNBC’s Squawk Box on July 7, 2026, anchors dug into fresh Reuters reporting that the U.S. cyber defense agency is using Anthropic’s Mythos software to audit federal code for vulnerabilities foreign adversaries could exploit. The tool, per that reporting, has already flagged a meaningful number of bugs in government systems. For an industry that ... The U.S. Government Is Now Using Anthropic’s AI to Hunt Bugs in Its Own Code

Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.

GitLab Inc. (NASDAQ:GTLB) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On June 10, 2026, GitLab Inc. (NASDAQ:GTLB) announced new enterprise-scale capabilities designed to optimize agent-driven software delivery. The updates aim at solving operational bottlenecks and compliance risks in addition to unpredictable costs associated with automated workflows. Key […]

Self-improving models are reshaping the AI race as OpenAI, Anthropic, Google and others pursue superintelligence.

(Bloomberg) -- Luxury real estate brokerage Douglas Elliman Inc. is betting artificial intelligence can expand its business beyond buying and selling homes. Most Read from BloombergTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Greece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaUS Strikes Iran and Blocks Oil Sales in New Test of TruceChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthOn Wednesda

Northwestern Mutual Wealth Management chief portfolio manager Matt Stucky comes on Market Domination Overtime to comment on what this signifies in capital market conditions and AI spending "intentions" for 2027.

After a powerful run to near-record highs, the biggest threats to Apple are the very sources of its strength, which now face pressure from costs and regulators.

Analysts prefer a sum-of-the-parts approach to determining the value of Elon Musk’s rocket and AI company, SpaceX.

The tech giant is spending billions to chase the AI boom, yet the stock has stumbled. Here’s how to think about the disconnect.

If you held Alphabet (GOOGL) stock over the past year, congratulations. You watched it deliver a +108% return, leaving the S&P 500’s +22% gain in the dust. It also trounced its mega-cap tech peers, with Microsoft (MSFT) falling 21% and Meta Platforms (META) dropping 14.0% over the same period. For years, the story was that Google’s core search business was a cash machine funding a perpetually third-place cloud effort. So what changed to justify this dramatic rerating.

Cognizant Technology Solutions (CTSH) is back in focus after announcing a broader partnership with Google Cloud around Gemini Enterprise. The expanded collaboration includes new client offerings and deeper internal use of Google’s AI tools across its global workforce. See our latest analysis for Cognizant Technology Solutions. The partnership news follows a difficult stretch for Cognizant Technology Solutions shareholders, with the share price down 45.94% year to date and the 1-year total...

The 2030 and 2034 tournaments could spark a major U.S. media bidding fight.

Oil prices spike as president says cease-fire is over, power stocks slump on fears the tech boom is peaking, and more news to start your day.

Apple (NASDAQ:AAPL) has failed in its attempt to overturn European Union rules that classify the App Store and the iOS operating system as “gatekeeper” services under the bloc’s Digital Markets Act (DMA). EU Court Backs Digital Markets Act DecisionThe EU’s General Court in Luxembourg upheld the European Commission’s decision to designate both the App Store and iOS as core platform services subject to the DMA.

By Amanda Stephenson CALGARY, July 8 (Reuters) - Big Tech has joined the party at the Calgary Stampede, a sign of growing interest in Canada from U.S.-based hyperscalers as the province of Alberta

By Amanda Stephenson CALGARY, July 8 (Reuters) - Big Tech has joined the party at the Calgary Stampede, a sign of growing interest in Canada from U.S.-based hyperscalers as the province of Alberta

The shift in leadership at Berkshire Hathaway (BRK.A) to Greg Abel, paired with a new US$10b private placement in Alphabet, has put fresh attention on how Berkshire’s stock reflects this change. See our latest analysis for Berkshire Hathaway. Against this backdrop, Berkshire Hathaway’s 30 day share price return of 3.06% and 90 day share price return of 4.93% sit alongside a 1 year total shareholder return of 5.69% and 5 year total shareholder return of 80.08%. This suggests longer term...

The cryptocurrency industry is starting to prepare for the threat of quantum computing as recent advances fuel concerns that the technology could soon be able to crack the cryptography that protects transactions and digital wallets. Quantum computers can solve complex mathematical problems much faster than today's sophisticated computers, and could be used to unscramble conventional methods for encrypting digital ‌information. While the technology remains largely experimental, crypto industry concerns ‌have grown since March research from Alphabet's Google, one of several tech giants pioneering the technology, suggested quantum computers may be able to break that cryptography sooner than previously expected, according to executives and analysts.

Berkshire's investment portfolio is getting a tech makeover with Abel at the helm.

The purchase of $10 billion worth of Alphabet stock through a private placement was Berkshire Hathaway's biggest deal since Greg Abel took over as CEO.

(Bloomberg) -- After losing roughly $1 trillion in market value in less than two months, Nvidia Corp.’s stock is the cheapest it’s been since before the AI boom kicked off and sent the shares into the stratosphere.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapUS Strikes Iran and Blocks Oil Sales in New Test of TruceTwo Millennium Trading Pods Made About $3.7 Billion Last MonthChina Sentences

AI adoption will make these top tech companies winners for the foreseeable future.

Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft, Amazon and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.

The company doesn't plan to let its hefty data center investments go to waste.

Investor positioning is so optimistic that earnings disappointments could trigger a massive stock reversal.

Time was, the future looked so bright for Meta Platforms that founder Mark Zuckerberg had to wear shades—AI-powered smart glasses, that is. In Zuckerberg’s words, 2023 wasn’t just Meta’s “year of efficiency” — it was actually the company’s best year ever. Shares surged 178% as the digital ...

FIFA is expected to begin talks with media companies in the coming months as competition heats up for the U.S. rights to the 2030 and 2034 men’s World Cups.