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Oracle is sliding hard on a day when its cloud rivals are barely flinching, and the reason behind that split tells investors something important about where the real pressure on ORCL stock is coming from.

Morning Brief host Julie Hyman sits down with Yahoo Finance Breaking Business News Reporter Jake Conley and Washington Crossing Advisors senior portfolio manager Chad Morganlander to discuss the latest updates with the New York Times's (NYT) lawsuit against OpenAI (OPAI.PVT) and Microsoft (MSFT).

CoreWeave's backlog and revenue are surging, but heavy capex, rising interest costs and customer concentration keep pressure on the growth story.

Stocks climbed Thursday as the 10-year Treasury yield fell below 5% and oil prices eased, partially reversing Wednesday's Fed-driven losses

Here's a check of the markets in the first few minutes of trading.

Microsoft has changed a lot in 10 years. Here's why its cloud, subscriptions and AI push still make patience the best move.

Anthropic CEO Dario Amodei called for a slowdown of the development of AI capabilities.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders a

Shares of major technology companies fell early Monday after leading artificial intelligence executi

Nvidia, Intel, ASML, SK Hynix, and SoftBank were among the hardest-hit names as investors weighed the implications of a deliberate cap on AI progress

Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.

Take-Two Interactive Software (TTWO) stock is down 13.4% over the past month, though still up 3.1% over three months. Over the past twelve months it has lost 12.5% while the S&P 500 returned 17.9%. The weakness is not the market's, and the doubt concerns one game, Grand Theft Auto VI, due on November 19.

Amazon's stock has fallen sharply even as AWS clocked its fastest growth in 18 quarters, and one Wall Street analyst now sits at a target so far above consensus it reframes the entire risk-reward picture.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

UiPath (PATH) has dropped about 25% from its late-August high, and the question is whether that is an opening or a warning. Its own history leans toward warning: most declines this size kept falling. What that history cannot see is a company that is profitable now, consolidating its biggest customers' automation onto one platform while its smallest ones leave.

Sixteen new Defiance ETFs would reset 2x leverage six times a session, which is more leverage than the SEC’s current 3x line in the sand

Meta just attached a price tag to its AI ambitions, and traders are now asking whether a consumer subscription can justify one of the biggest capital budgets in tech history while a key rival takes an immediate hit.

Generate upfront option premium while targeting an entry on a software giant at an effective discount below the current market price.

Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.

Huang told the G20 we were practically at AGI. Four days later he said it had arrived. Nobody can referee him.

Most retirees assume a forced IRA withdrawal means selling shares whether they want to or not, but a little-known IRS rule lets you satisfy the requirement without liquidating a single position, even in a falling market.

Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price target on it that implies the stock needs to do something it has never done before.

Quarterly sales become visible, but cloud profitability remains buried inside Microsoft's reorganized reporting structure.

Microsoft Gets Major Wall Street Vote as Stifel Lifts Target to $530

Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.

SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching SPY and QQQ pull ahead.