Notícias

Salesforce shares are down more than 20% this year, yet the valuation, the AI numbers, and the prediction markets are all pointing toward the same date on the calendar.

As U.S. companies raise billions of dollars to fund their AI dreams, they’re primarily tapping debt markets. Nearly 70% of the $456 billion cash raised for AI from the public market in 2026 has come from the investment-grade debt market, according to Bank of America Global Research. At $309 billion, that amount is more than double the $136 billion in AI-related investment-grade debt issued in all of 2025.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

On Aug. 19, 2026, the AI cloud provider announced a massive debt-to-equity conversion plan, triggering dilution concerns and heavy selling pressure.

The revenue guidance came down after the second-quarter miss; the operating pretax margin and free-cash-flow commitments did not.

Bloom is cutting its installation time by 40%, and it could be a boon for the stock.

Healthcare AI is becoming a bigger part of Oracle's growth story

Microsoft (NasdaqGS:MSFT), Oracle, and Meta have launched a public campaign to respond to rising community backlash and legislative pushback against AI data centers across the US. Microsoft is scrapping non-disclosure agreements and certain tax break arrangements tied to new facilities and is introducing a community-first AI infrastructure policy. The coordinated move opens a new front in how large tech groups engage with local stakeholders and regulators on the build out of AI compute...

Oracle just reported a backlog so massive it rivals Microsoft's entire commercial pipeline, yet the stock sits 40% below where it traded a year ago. Something has to give, and figuring out which way raises billions of dollars worth of questions.

ORCL's record AI backlog, strong cloud growth and discounted valuation give it an edge over MSFT as enterprise AI demand accelerates.

CRM's Agentforce ARR surges 205% as AI usage climbs, deepening CRM integration and strengthening its position in the enterprise AI race.

Rimini Street (NASDAQ:RMNI) outlined its strategy to expand beyond third-party enterprise software support into what it calls “Agentic AI ERP,” positioning the company as a provider of AI-enabled modernization for organizations that retain existing ERP systems. During a presentation at Lytham Partn

Companies are now fighting to push through their projects in the face of growing opposition.

Lindsay worked at Oracle for more than a decade and was “deeply passionate” about her job as a strategist. So learning by email one morning that...

Investing.com - SoftBank Group is preparing to issue approximately 1 trillion yen ($6.26 billion) in seven-year corporate bonds targeting Japanese retail investors, a sale that would be the largest of its kind ever by a Japanese company.

↗️ SK Hynix (SKHY, KR:000660): The chip giant announced plans for a $28 billion buyback. Its U.S.-listed shares jumped in premarket trading. Earlier, its Korean shares closed nearly 10% lower amid a selloff in Asia.

Oracle's AI data center bet faces financing risks, but a record backlog, expanding partnerships and strong guidance bolster the growth case.

Shares slipped Wednesday in Asia after Wall Street pulled further from its all-time high as artificial-intelligence stocks resumed their decline. Samsung Electronics shed 6.9%, while memory chipmaker SK Hynix tumbled 7.9%. Apart from renewed jitters over criticism that AI-related stocks have shot too high, rising oil prices also were clouding market sentiment.

OpenAI’s revenue rose 18% quarter over quarter in Q2, while Anthropic’s sales doubled, according to the Wall Street Journal.

Oracle (ORCL) stock drew fresh attention after the company expanded its long term collaboration with Amazon Web Services to speed customer adoption of Oracle AI Database@AWS, a move that ties its database business more tightly into AWS ecosystems. See our latest analysis for Oracle. Despite a series of AI focused announcements in August, including new Oracle Fusion Agentic Applications and a quantum partnership, Oracle’s recent 30 day share price return of 16.01% comes after a year to date...

Issuers sold nearly than $90 billion in convertible bonds in the second quarter, the strongest on record.

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

Salesforce is currently trading at a lower valuation multiple compared to historical averages, prompting investor debate over its intrinsic value.

Adobe’s stock has declined to a historical support zone that has previously preceded upward price momentum. Trading around $254, it sits at a price level that has attracted increased buying volume in the past.

The company's backlog has quietly swelled to a record size. Remaining performance obligations finished at $638 billion, a figure that redefines its growth trajectory. This massive book of business, up 363%, was bolstered by signing $67 billion in AI infrastructure contracts in a single quarter.

ORCL's AI data center bet carries balance-sheet risk, but record backlog, expanding partnerships and stronger guidance bolster the growth case.

GF Securities Raises Nvidia Price Target to $345 Ahead of Earnings

These stocks have been crashing this year, but at reduced valuations, they could make for intriguing contrarian buys.

While the broader cloud software basket trades higher Tuesday, one AI infrastructure giant is sinking fast, and the culprit has nothing to do with demand for its services.

TD Cowen raised its price target on Everpure stock to $170 from $100 and maintained a ‘Buy’ rating.