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Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.

The cloud infrastructure giant still has a bright future.

A modest earnings premium sits on top of one exceptional margin, and the AI build-out is now pressing on that margin.

Investing.com - U.S. stock index futures hovered around the flatline on Thursday as investors awaited developments over a potential agreement to reopen the Strait of Hormuz, while renewed concerns over the sustainability of the artificial intelligence spending boom pressured technology shares.

Accelerating demand reported by major cloud providers improved sentiment toward infrastructure companies across the AI investment cycle.

Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.

Shares of hyperscaler companies climbed higher on Monday.

(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill

A closely watched gauge of risk in holding the debt of companies at the centre of the AI boom is rising rapidly, underscoring growing jitters...

Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.

Stocks fell as investors weighed AI CapEx concerns, Oracle's credit downgrade, Netflix and Tesla earnings, and upcoming Fed and Magnificent 7 reports, plus stock picks across sectors.

Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.

Oracle Powers Higher After Landing Potential $7 Billion Federal Contract

Stocktwits data showed retail sentiment is weak, with a shift toward ‘extremely bearish’ on SPY and QQQ.

Investors are worried about Oracle's debt, but the company's long-term prospects could outweigh the near-term risks.

Oracle stock got a boost as OpenAI touted the performance of its GPT 5.6 Sol model. ChatGPT is a key partner to Oracle.

SpaceX IPO buzz faded as AI volatility, hotter inflation, and a shortened trading week shifted investor focus toward earnings season

(Bloomberg) -- STMicroelectronics NV is looking to raise $1.5 billion from selling debt that can be exchanged into equity after the chipmaker’s shares tripled in value so far this year. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It Is to Reopen Horm

Deal will power workforce management for roughly 2 million U.S. federal employees.

The 10-year deal will replace more than 100 separate agency HR systems with a single cloud-based platform serving roughly 2 million federal employees

Stock Market Today: The Dow Jones index slashed its gains after Trump's new threats on Iran. Oracle stock plunged on earnings.

Oracle beat Wall Street expectations on revenue and profit, but investors balked at a new $40 billion financing plan for its AI buildout

The move comes after Oracle reported larger-than-expected capital expenditures to fund its data center buildout—with more significant spending on the way. The company reported $55.7 billion in capital expenditures for its latest fiscal year, higher than the $50 billion Oracle previously forecast.

Oracle (NYSE:ORCL) reported quarterly earnings and revenue ahead of market forecasts on Wednesday and raised its outlook for annual adjusted earnings per share. Despite the strong operating performance, the stock fell 10.

Oracle beat Q4 earnings and sealed a $300B OpenAI deal. Flat guidance sent shares down 8%. The AI bet has a price.

The Nasdaq Composite tumbled again today after the latest inflation reading and higher oil prices failed to stop the bleeding. Chips were at the heart of the downturn, with the iShares Semiconductor ETF sinking another 3.7%, putting the chip stock benchmark 12% off its June 3 closing high. Industrials were the biggest laggard on Wednesday, dragged down by a swirl of other factors including rising oil prices, and expectations of a Fed interest rate hike.

US stock futures tumbled amid reports that the US struck Iran hours after President Trump had pledged to do so, saying negotiations were taking "too long."

Oracle (ORCL) reported fourth quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.11 (compared to analyst estimates of $1.97), and adjusted revenue came in at $19.18 billion (compared to analyst estimates of $19.09 billion). Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers.

Oracle stock has bounced back from a steep slump but will face a big test with its fiscal Q4 results due on Wednesday.

Oracle stock has climbed off lows along with security software stock SailPoint. Both stocks have earnings coming up, along with Adobe.