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As states begin to regulate data center development, Oracle faces a challenge it cannot control.

The U.S. Department of Defense has entered an aggressive new era of spending this year. Before launching into its massive new tech overhauls, it kicked off the momentum with a $266 million firm-fixed-price contract awarded to Rocket Lab for 12 suborbital launches. But aerospace isn't the only ...

The market and the covering analysts are more than $130 apart on this stock.

The White House is expanding its voluntary Ratepayer Protection Pledge for AI data centers, adding nearly 200 utilities, governors, electricity cooperatives, public power providers and developers to the initiative, according to a White House official who confirmed the move to...

The market has sent Oracle's stock to the bottom of its peer group, even as its business performance ranks near the top, creating a stark disconnect between price and reality.

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

Bloom Energy (NYSE:BE) shares are tumbling 13% to $188 in Friday afternoon trading, dragging Bloom’s peers lower across the hydrogen and fuel-cell complex. FuelCell Energy (NASDAQ:FCEL) stock is off 9% to $21, while Plug Power (NASDAQ:PLUG) shares are slipping 4% to $2.10. There isn’t a clean, company-specific catalyst behind the Bloom Energy stock move today. ... Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff

Oracle has secured a $7 billion contract from the U.S. Department of Defense. But does that warrant buying ORCL shares?

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

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.

Orchid Island Capital (NYSE:ORC) reported second-quarter 2026 earnings of $0.44 per share, compared with a loss of $0.11 per share in the first quarter, as book value and total return improved during the period. Controller Jerry Sintes said book value rose to $7.22 per share at June 30 from $7.08 a

If you hold shares in the tax software giant, the market is pricing a future that could look radically different a year from now, and you already own that risk.

Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.

Uber just cut a chunk of its customer service workforce in the name of AI efficiency, and it is far from alone. The real question is whether these scattered layoffs signal the early edge of a wave that could reshape employment across entire industries.

NOW Corporation (PSE:NOW) is back on investor radars after Oracle secured a multiyear US Department of War software deal. Traders see this development as positive for several software and cloud peers, including ServiceNow and related workflow platforms. See our latest analysis for NOW. At a share price of ₱0.51, NOW Corporation has seen its short term momentum soften, with the 30 day share price return down 15%. However, the 1 year total shareholder return of 34.21% signals that earlier...

Beyond the initial plunge, the true risk of a market shock is the long and uncertain wait for a recovery.

The 10-year agreement covers software, cloud services and support across defense and intelligence agencies.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Oracle Powers Higher After Landing Potential $7 Billion Federal Contract

Oracle stock climbed in early trading Friday after the enterprise technology company won a software deal with the Pentagon that could be worth $7 billion over the next decade. Oracle has been a Pentagon contractor since the early 1990s, the company noted in its news release. Oracle stock was up more than 2% to 122.70 in recent trades on the stock market today.

Stock Market Today: The Dow Jones index rose Friday as oil prices pulled back after big gains in recent sessions. Intel stock jumped.

Alphabet is reminding investors of an early warning of past tech-stock wrecks — negative free cash flow. The risk in the S&P 500 is growing.

The benchmark US stock measures were trending higher before the open Friday as investors assess Wash

The 10-year deal consolidates on-premises Oracle software licenses across the military, intelligence community, and Coast Guard into a single contract

The 10-year agreement will consolidate military departments’ existing partnerships with Oracle into one bulk enterprise software deal.

Oracle (NYSE:ORCL) has secured a nearly $7b Pentagon enterprise software contract. The agreement can run for up to 10 years and covers software and cloud technology procurement across the U.S. Department of Defense. The deal is intended to centralize and streamline access to Oracle platforms for highly sensitive national security workloads. Oracle enters this contract with the Pentagon at a time when its share price sits at $120.04. The stock is down 3.4% over the past week and has fallen...

Oracle (ORCL) shares rose early Friday after the cloud computing company secured a 10-year enterpris

According to a Financial Times report, investors want yields above 7%, roughly 0.4 percentage points higher than Meta paid during its previous record $27 billion financing.

Intel shares rise after the chip maker’s earnings beat analysts’ expectations, but other AI stocks aren’t getting much of a boost.

Oracle just scored a blockbuster Pentagon contract while its stock sits near a decade low and Larry Ellison has watched more than $200 billion evaporate from his net worth. Whether this deal signals a genuine turning point or just buys time depends on numbers most investors have not yet seen.