News — AI supercycle headlines

Zacks17h agobullish

Microsoft Q3 Revenues Jump 18% on AI & Cloud: Buy or Hold the Stock?

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.

MSFT ORCL

MT Newswires18h agobullish

Top Midday Stories: AMD Q1 Earnings, Q2 Guidance Top Estimates; Nvidia, Corning Enter Multiyear Commercial and Technology Partnership

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

AMD

Moby1d agobullish

Intel Rips As Semiconductor Rally Has Wall Street Seeing Green

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

AAPL INTC ORCL

Motley Fool1d agobullish

Oracle Stock Is Still Down Year to Date, As Many AI Stocks Soar. Here's What's Going On.

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

AMZN AVGO GOOGL INTC NVDA ORCL

Insider Monkey1d agobullish

Oracle Corporation (ORCL) Slides on AI Spending Concerns – Is This a Buying Opportunity?

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 […]

ORCL ^GSPC

Barchart2d agobullish

Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush

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

ORCL

Zacks2d agobullish

Beat the Market Like Zacks: Vicor, NVIDIA, UnitedHealth in Focus

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

ORCL PWR VICR ^DJI ^IXIC

Insider Monkey3d agobullish

Is NVIDIA Corporation (NVDA) A Good Stock To Buy Now?

Is NVDA a good stock to buy? We came across a bullish thesis on NVIDIA Corporation on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on NVDA. NVIDIA Corporation’s share was trading at $199.64 as of April 23rd. NVDA’s trailing and forward P/E were 40.74 and 24.51 respectively according to Yahoo […]

NVDA ORCL

Benzinga4d agobullish

This Tech Billionaire's Net Worth Crossed $300 Billion In April On AI Rally As Elon Musk Stays Richest In The World

A surge in AI-driven technology stocks reshaped global billionaire rankings in April, pushing Google co-founder Larry Page into the $300 billion club while keeping Elon Musk at the top of the world's richest list, according to Forbes’ compilation as of 12 a.m. EST on Friday. April was a strong month for markets. The S&P 500 rose 10.4%, its best monthly performance since November 2020, while the Nasdaq climbed 15.3%, marking its strongest gain since April 2020. The rally lifted the combined net w

GOOGL ORCL ^IXIC