Notícias

Oracle Corporation (NYSE:ORCL) is one of the undervalued stocks with high upside potential. On June 29, Oracle launched four new “Fusion Agentic Applications” within its Cloud SCM platform, using AI agents to autonomously manage supply chain tasks like inventory planning, supplier qualification, and production readiness. By shifting from manual tracking to AI-driven execution, these tools […]

Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is one of the oversold tech stocks to buy now. On June 11, Cognizant selected Oracle Fusion Cloud Recruiting, part of Oracle Fusion Cloud Human Capital Management, to advance its talent acquisition strategy. This partnership aims to streamline hiring workflows and enhance candidate experiences across more than 60 countries. The […]

Oracle Corporation (NYSE:ORCL) is one of the oversold tech stocks to buy now. On June 25, Oracle announced the third cohort of its Defense Ecosystem, adding 10 companies to a program designed to accelerate the deployment of mission-critical AI, cyber, and autonomous technologies for the US and allied nations. By connecting these emerging firms with […]

Oracle just had a week that made Wall Street nervous. The software giant's stock fell 19% in a single week ending June 27, its steepest weekly drop in 25 years, according to CNBC. The last time Oracle (ORCL) shed this much ground in a week was August 2001, right in the depths of the dot-com ...

A new AI tool is seeing the fastest adoption in the company's history, and it might be the key to unlocking a whole new phase of growth.

Investors are entering the second-quarter earnings season focused on whether heavy artificial intelligence spending by major technology companies will begin translating into stronger revenue growth, according to Wedbush Securities analysts. Wedbush wrote that recent weakness in large-cap...

Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and Wedbush’s Global Head of Technology Research thinks the market has the story upside down. “These are way oversold names,” he said, naming Microsoft (NASDAQ:MSFT), ... Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case

The technology giant is posting record results driven by its cloud and AI businesses, but the decision to buy hinges on whether you believe its large investment in the future will pay off.

New Fusion tools aim to automate inventory, supplier and manufacturing workflows.

This CEO is now one of the richest people in the world, with a fortune greater than $200 billion.

FuelCell Energy stock spiked Monday on government financing and a hefty PT hike after AI data-center deal. Bloom Energy jumped amid index transition.

Monetary Matters Network Co-Founder Jack Farley and AInvest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.

Monetary Matters Network Co-Founder Jack Farley and AI Invest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.

During an interview with CNBC, Ives said that the markets are currently treating Microsoft, Oracle, and Meta as bear-market stocks.

Nvidia stock has pulled back from its May peak and is gradually approaching bear market territory. The shares have fallen nearly 20% from their year-to-date high, erasing billions of dollars from Jensen Huang’s fortune and inflicting losses on investors. Jensen...

(Bloomberg) -- Former Walt Disney Co. Chief Executive Officer Bob Iger and Thrive Capital founder Joshua Kushner have hired investment bankers and discussed making a bid for the National Basketball Association expansion team in Las Vegas, according to people familiar with their plans. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardOil Tra

US equity investors will focus this week on the performance of Big-Tech shares amid nonfarm payrolls

Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of dollars building data centers are being rewarded with enormous growth expectations, while those sitting on the sidelines risk falling behind. The challenge is that AI infrastructure is expensive, and not every company has the balance sheet of Microsoft (NASDAQ:MSFT), ... Is Oracle’s Debt Simply Too Much to Justify the Risk?

Investing.com -- A surge in artificial intelligence-related capital spending is unlikely to undermine share buybacks across the broader U.S. equity market, according to a Deutsche Bank strategy note, which said record corporate earnings continue to support shareholder returns despite a sharp rise in investment spending.

Oracle Corporation (NYSE:ORCL) is one of the Best Cloud Computing Stocks to Buy According to Hedge Funds. On June 23, Jefferies analyst Brent Thill maintained a “Buy” rating on the company’s stock and reiterated the price objective of $320. As per the analyst, the company continues to witness strong demand for cloud systems. The investors were concerned after […]

Microsoft Corporation (NASDAQ:MSFT) is one of the best trending AI stocks to watch in 2026. Following Microsoft Corporation (NASDAQ:MSFT) and Chevron’s signing of a 20-year agreement to supply natural-gas- fired power to a data-center campus in West Texas, JPMorgan stated that it considers the offtake as durable and believes “the most compelling element of the […]

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

Investing.com -- Bernstein said Google Cloud has emerged as the leading AI cloud platform after a strong first quarter, with accelerating cloud growth and rising profitability helping it pull ahead of rivals in incremental cloud revenue despite continued heavy spending on AI infrastructure.

Oracle (NYSE:ORCL) has launched the third cohort of its Defense Ecosystem, adding new AI, cyber, and edge technology firms to support national security and allied defense programs. The company is expanding AI powered healthcare partnerships, including work with Baystate Health and Theator, to apply its technology to clinical operations, patient engagement, and documentation automation. These moves come alongside a rise in AI related infrastructure deals that put Oracle’s cloud and AI tools...

Oracle shares sink on reports that OpenAI is considering delaying its highly anticipated IPO. Here’s why such a development would be bearish for ORCL stock.

Palantir, Microsoft Among Most Oversold Mega-Cap Tech Stocks

Shares of FuelCell Energy (NASDAQ:FCEL) are up 24% to $24.45 in midday trading Friday, while Bloom Energy (NYSE:BE) stock is down 13% to $268.65. It’s a rare same-session split for two fuel cell peers that typically trade together on AI data center power sentiment. The FuelCell Energy catalyst is concrete: a marquee data center power ... FuelCell Energy Rockets 24%, Bloom Energy Tumbles 14% in a Stunning Fuel Cell Divergence

Oracle (NYSE:ORCL) has been one of the most punished mega-cap AI stories of 2026, sliding from a $303.62 peak in October to $152.46 today. Our 24/7 Wall St. price target for Oracle is $223.70, implying 46.73% upside over the next 12 months. The recommendation is buy with high confidence (90%). Metric Value Current Price $152.46 ... Wall Street Has 36 Buy Ratings on Oracle. Here’s How We See 47% Upside

Microsoft, Oracle And Apple Also Show Weak Momentum

If you hold Microsoft shares, the options market says you are already carrying exposure to a notably wide range of outcomes over the next year.