News

SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.

Berkshire Hathaway, Micron and Oracle highlight today's top stock reports, with updates on growth drivers, strengths and key risks shaping their outlooks.

Burry’s trades come just as Big Tech delivered a robust set of quarterly earnings.

Oracle's disappointing stock performance over the past year has done little to dampen Wall Street's optimism, with analysts remaining firmly bullish on its outlook.

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) delivered close to the quarter the bulls wanted, and the shares fell almost 9% anyway. Revenue of $11.5 billion was up 50% year on year and ahead of the $11.28 billion consensus, while adjusted earnings of $1.66 a share beat forecasts of...

Tech investors hoping that a wave of AI spending will moderate in 2027 are likely to be disappointed.

The Hackett Group (NASDAQ:HCKT) reported second-quarter 2026 revenue before reimbursements of $68.3 million and adjusted diluted earnings per share of $0.34, as the consulting firm continued its transition toward an AI-enabled, platform-led sales and delivery model. Revenue before reimbursements in

In the closing of the recent trading day, Oracle (ORCL) stood at $145.74, denoting a +2.74% move from the preceding trading day.

Berkshire Hathaway, Micron and Oracle lead today's top stock reports, highlighting key growth drivers, opportunities and risks shaping their outlooks.

Debt markets are raising harder questions about Oracle's AI strategy

The technology giant is returning an unusual amount of cash to shareholders, but the market sees a crack in the machine. Here's what's really going on.

On July 30, Oracle (NYSE:ORCL) and Alphabet Inc.’s (NASDAQ:GOOGL) Google Cloud expanded their partnership to bring Google’s Gemini models into Oracle’s core applications, including Fusion Cloud Applications and NetSuite. The deal pairs two very different strengths into one pitch for enterprise customers: Oracle’s grip on the databases and ERP systems where mission-critical business data lives, […]

Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres ‌needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's ‌AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by ‌Reuters.

Cloud computing giant Oracle Corp is on the cusp of a junk-grade credit rating and its shares have tanked as the artificial intelligence hyperscaler becomes the fall guy of investors' concerns over the sector's debt-fuelled spending binge. The U.S. multinational is an outlier among top software firms racing to buy chips and build computing power to leapfrog the AI boom, forced by its limited cash reserves to borrow heavily and undertake massive long-term leases. The extent of the splurge came to light in June, ‌when Oracle's results for the fiscal year ending in May 2026 showed its free cash flows were negative, the bulk of its revenue was spent on capital expenditure and it had signed roughly $260 billion of data centre leases, some starting next year.

Oracle (ORCL) is back in focus after CACI International said it will help implement Oracle Fusion HCM for a 10 year, nearly US$400 million federal HR modernization contract with the U.S. Office of Personnel Management. See our latest analysis for Oracle. For context, Oracle’s share price has just rallied 9.22% in a day and 18.25% over the past week, yet the year to date share price return is down 27.52% and the 1 year total shareholder return has fallen 43.89%. However, the 5 year total...

With CAPEX expanding, enterprise backlogs swelling, and the juiciest margins in history, the AI bullish narrative remains intact.

SNOW's AI push and customer growth fuel a strong rally, but premium valuation, margin pressure and rising competition pose risk.

Heavy AI infrastructure spending has increased reliance on debt financing.

Investors are torn between walking away from the AI trade as spending soars with little ROI to show for it, and staying in for fear of missing the next bull run. One analyst is clear: some of the biggest AI infrastructure players won’t survive this shakeout, and Oracle is at the top of his worry […]

The earnings multiple has come all the way down to the market's, while the build-out behind the story keeps pushing gross margin lower.

The company long defined by its professional-grade creative tools is now pursuing a radically different customer. It is retooling its entire user acquisition model to serve billions of consumers through a freemium funnel. This strategic pivot is already showing results, nearly doubling its Creative Freemium monthly active users in the last year alone. The goal is no longer just power and precision for experts but mass adoption.

Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.

Which big tech giants can actually prove their AI spending is paying off? Microsoft and Amazon show some clear numbers; the rest will make you squint.

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.

Pimco is reshaping AI data center debt by setting stricter financing terms, starting with Oracle's $16B Michigan campus financing.

Microsoft's growth story is undeniable, but its latest earnings call revealed the one question that truly matters: who is paying for the large AI buildout, and what happens if they stop.

Elon Musk became the world’s first trillionaire earlier this year with the SpaceX IPO adding to his net wealth. While Musk’s net worth has dropped with a declining stock price for both SpaceX and Tesla Inc, he remains head and...

Oracle stock sits 28% in the red while cloud peers celebrate a banner year, and the gap comes down to one brutal question: can a $638 billion backlog and a mountain of AI debt actually produce the earnings needed for a recovery?

Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech giants' cloud computing backlogs support their strong spending plans.

Baycrest Hospital and Sunnybrook Health Sciences Centre are rolling out a joint Oracle Health EHR platform across hospital and ambulatory clinics in Ontario. The project focuses on improving care coordination, clinician workflow, and patient experiences across multi facility health systems. This customer win expands Oracle Health’s presence in mission critical healthcare IT and supports digitization of clinical operations. For investors tracking NYSE:ORCL, this move underlines Oracle’s push...