News

Barron's sees stabilization; Ellison's canceled sale removes insider supply without adding corporate cash.

One company is growing at a pace that is almost impossible to find in semiconductors. The other has reinvented itself as a contracted AI infrastructure play with billions in guaranteed revenue.

MSFT's cloud and AI momentum, broad enterprise adoption and durable growth outlook give investors reasons to hold despite its 31.2% surge.

The company’s recent results paint a picture of a business positioning itself to generate cash for shareholders.

Oracle just reported the loudest cloud quarter in enterprise software history, yet the stock keeps sliding. Here is why that disconnect may be the most asymmetric setup in the market right now.

Recent news reports read across well for the technology company that's all-in on AI.

CoreWeave's $104.2B backlog and lower forward sales multiple support its growth case, but heavy funding needs and losses keep profitability in focus.

TSMC is the ultimate pick-and-shovel AI stock that investors can buy to capitalize on the AI infrastructure boom.

Oracle just reported a blockbuster set of operating results, but the company still faces significant risks.

Hewlett Packard Enterprise (NYSE:HPE) expanded its global AI infrastructure partnership with Oracle, involving HPE Juniper Networking in Oracle AI data centers. The firm also agreed to a large-scale digital modernization project with Tottenham Hotspur Football Club, focused on stadium hybrid cloud and AI infrastructure. Both collaborations highlight new client deployments for HPE across AI data centers and digitally enabled sports venues. The Oracle data center expansion and Spurs stadium...

Salesforce (CRM) stock has run hard since June 15, 2026, and the easy explanation is the August 26, 2026 earnings call plus Claudeforce, a product built jointly with Anthropic and announced minutes before that call. That explanation arrives late. Management had outlined the turnaround metrics and projected timeline well in advance of the market repricing.

ORCL tops Q1 estimates as AI cloud demand accelerates, with revenues and backlog surging despite heavy infrastructure spending.

AI spending faces fresh scrutiny, but NVIDIA and Hewlett Packard are positioned at the AI-quantum computing convergence.

Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.

According to a Reuters report on Tuesday, Waystar has hired investment bank Evercore to explore strategic options, including a potential sale.

ORCL vs. MSFT: Which Stock Is the Better Value Option?

According to the average brokerage recommendation (ABR), one should invest in Oracle (ORCL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Oracle stock is down more than 50% from its high. Is this a buying opportunity?

NVIDIA's stronger AI growth, higher ROE and lower leverage give it an edge over Oracle as both benefit from booming AI demand.

The stock has lost half its value in the past 12 months, but it's coming off an incredibly strong quarter.

Adobe (ADBE) says its freemium creative apps now draw more than 100 million monthly active users, a base up over 70% in a year. Management chose to chase that growth rather than take the "short term relief" that pricing actions might have delivered. Over the same stretch, the shares lost 28% in the year to September 11. At 14 times net income for the four quarters through May, the stock sells for less than half its three-year average multiple of 30.8.

Oracle's strong Q1 results and AI-driven cloud growth could boost its ETF appeal. Explore Oracle-heavy ETFs for potential gains and risks.

One is the fastest-growing connectivity play in AI infrastructure. The other has Nvidia's backing and a decade of hyperscaler relationships. Which belongs in your portfolio?

Hewlett Packard Enterprise (NYSE:HPE) grew its share price by 19.4 percent week-on-week amid the growth opportunities from continued investment outpour in the artificial intelligence sector, which pushed investors to increase their exposure to its stock. Investor optimism was supported by Oracle Corp.’s indication in an earnings call last week that it will continue to pour […]

HP, Dell Technologies, and Valero Energy shares surged to annual highs last week amid industry-specific catalysts and growing Wall Street optimism.

The firm sees a steep bill ahead, and still thinks the stock is worth buying.

Oracle shares have crashed on concerns over its AI infrastructure spending.

Hewlett Packard Enterprise (NYSE:HPE) Chief Strategy Officer Shannon Cross said the company is seeing strong demand across networking, storage and traditional servers, while supply availability and order conversion remain key priorities as it targets growth in fiscal 2027. Speaking at the Goldman S

Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities.

A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.