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Investing.com -- Piper Sandler defended its Overweight rating on Oracle in a note to clients on Monday, arguing the company could generate approximately $2.2 billion in Oracle Cloud Infrastructure revenue not currently captured in consensus estimates, based on the firm’s analysis of capital expenditure to data center capacity to revenue conversion.
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026
AI data center startup Crusoe is in talks to raise about $3 billion in a funding round that may triple its valuation, Bloomberg News reported on Thursday, citing people familiar with the situation. The startup has contracts to supply AI computing power for the likes of Meta and Oracle, the report said, as technology giants spend billions of dollars on data centers to meet the massive computing requirements for GenAI. The startup, which builds and operates the type of large data centers that power AI systems, is still in active talks on the round, and a final valuation has not been set, according to the Bloomberg report.
CPI FIM has delivered a strong 93.6% return over the past five years, yet the current valuation checks lean cautious, with the stock recently down over shorter time frames and scoring poorly on several metrics. Around 93.6% total return over five years suggests CPI FIM has rewarded patient shareholders, even though the share price has been weak more recently. The long term story for the stock may hinge on whether CPI FIM can keep translating its assets into consistent cash flow. At the same...
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...
(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
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 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.
The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.
Mizuho reiterated its Outperform rating and $320 price target on Oracle after the company’s fourth-quarter results.Oracle’s cloud infrastructure business is growing quickly, but investors are focused on capital spending, debt, and free cash flow.The bigger question is whether the demand for ...
The billionaire’s private friendship with the president has helped Oracle’s business and his son’s media conglomerate.
Investing.com -- Oracle Corporation eliminated 21,000 positions over the past year, representing nearly 13% of its workforce, as the technology sector continues widespread job cuts linked to artificial intelligence adoption.
The volatility in tech stocks isn’t stopping SpaceX’s first-ever bond sale. A day after holding calls with investors, Elon Musk’s rocket/internet/AI company is expected to issue at least $20 billion of bonds to pay back an earlier loan from banks and possibly fund other spending, according to investors familiar with the matter.
Oracle cut 21,000 jobs in the past year.
Oracle cut around 21,000 jobs last year as the tech company continued to develop its artificial-intelligence business and made heavy investment in data centers. The cuts are part of a wider trend among tech firms as they spend hundreds of billions of dollars building out AI infrastructure.
(Bloomberg) -- SpaceX shares extended declines in premarket trading, a day after the company saw the second-largest single-session drop in market value on record. Most Read from BloombergSpaceX Falls for Third Day, Erases $600 Billion in Market ValueOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapMeta Invests $900 Million in Cred, Taps Founder to Head Wh
The tech company’s head count shrank by roughly 13% in its previous fiscal year, as it continued to invest in artificial intelligence.
Oracle's total workforce declined by about 13%, or 21,000 employees, in fiscal 2026, as the cloud computing giant continued restructuring its business, partly driven by the adoption of AI across its operations. The company had a total workforce of 141,000 as of May this year, compared with about 162,000 in May 2025, according to its annual report released on Monday.
Wall Street has a new favorite trade: lending money to artificial intelligence. NVIDIA, Alphabet, Amazon, and Oracle have all rushed into debt markets to raise hundreds of billions of dollars to fund data centers, chips, and AI infrastructure. Investors have been lining up to buy, and the demand ...
(Bloomberg) -- Meta Platforms Inc. has secured new agreements to get AI computing power from data center developer Crusoe, bolstering the infrastructure it needs to support an ambitious artificial intelligence expansion.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USNYC Greek Eatery Ki
$1.3 trillion S&P 500 companies reported that level of capex for 2025, according to data compiled by S&P Global Market Intelligence. That figure includes $412 billion for just five large hyperscalers: Alphabet, Amazon, Meta, Microsoft and Oracle.
(Bloomberg) -- Paramount Skydance Corp.’s proposed takeover of Warner Bros. Discovery Inc. just won crucial US approval — but with many hurdles remaining, traders still see opportunity to profit from how this $110 billion transaction will play out.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reache
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...
June 16 (Reuters) - Microsoft's discussions with Oracle regarding a cloud infrastructure leasing deal, potentially valued at more than $3 billion, have fallen apart due to security and compliance
Oracle said on Tuesday that details in a Business Insider report on the collapse of its discussions with Microsoft over a potential leasing deal were inaccurate. The report had said that Microsoft's discussions with Oracle regarding a cloud infrastructure leasing deal have fallen apart due to security and compliance concerns. Microsoft did not immediately respond to a request for comment on the report, which cited people familiar with the matter.
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