Description: Companies supplying data centers, chips, and processing power to OpenAI have racked up a staggering $96 billion in debt to fund their operations. What Happened: According to the report, the AI industry's increasing reliance on debt and its dependence on the loss-making startup OpenAI continues to raise concerns. The revenue generated by AI firms and the rapidly expanding data center operators serving them falls short of covering their build-out costs. As per the report by The Financial Times, Op

Description: Wondering if CPI FIM’s rapid rise means it’s still a bargain or already priced for perfection? You’re not alone. Many investors are curious about what’s driving the story behind the ticker. After climbing 12.5% in the last week and posting an impressive 50.0% gain over the past year, CPI FIM has been riding a wave of strong momentum, hinting at changing market expectations and possible growth potential. Recent headlines point to CPI FIM’s expansion activities in key European property...

Description: Yahoo Finance is putting a mirror up to 2025 and looking back on the biggest market stories, drivers, and outperformers. But only one can be named Yahoo Finance's Company of the Year. Yahoo Finance executive editor Brian Sozzi reveals the three finalists for Yahoo Finance's Company of the Year honor: private artificial intelligence developer OpenAI (OPAI.PVT), semiconductor juggernaut Nvidia (NVDA), and enterprise cloud titan Oracle (ORCL). The Company of the Year will be revealed on Monday, December 8. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Making Headlines on Wall Street. On November 25, DA Davidson lowered its price target on the stock to $200.00 from $300.00 while maintaining a “Neutral” rating. The firm raised concerns on an inflated OpenAI-related backlog and rising credit risks, citing them as key overhangs on shares. Analysts […]

Description: Oracle Corporation (NYSE:ORCL) is one of th AI Stocks on the Market’s Radar. On November 26, Deutsche Bank reiterated its Buy rating on the stock with a price target of $375.00. The firm is constructive on Oracle, stating that it acknowledges risk but also believes that the market isn’t fully appreciating the company’s OpenAI exposure. Oracle’s […]

Description: Equinix is in the business of "designing and constructing the infrastructure that underpins the digital economy."

Description: Oracle Corporation (NYSE:ORCL) is one of the stocks that received Jim Cramer’s latest comments. Cramer mentioned the company during the episode and said: “Now, maybe OpenAI has a revolutionary version of its own product in the works. I, for one, would never write them off. Nor would I say that this news is definitely bad […]

Description: Investing.com -- Wolfe Research says the recent market pullback has created a “Black Friday Bargains” opportunity for investors willing to look past shaky charts and focus on solid fundamentals.

Description: The S&P 500 closed near its Oct. 28 record, buoyed by optimism that the Federal Reserve could cut interest rates next month.

Description: Oracle (NYSE:ORCL) stock ignited investor enthusiasm starting in late April, fueled by Wall Street upgrades and optimism around its AI pivot. Momentum exploded with the June announcement of the massive Stargate project — a $500 billion joint venture with OpenAI and others to build AI data centers. Analysts piled in, projecting explosive cloud growth. The ... Here’s Why Oracle Is Not the Next Nvidia

Description: US equity indexes rose for the fifth consecutive session on Friday amid thin trading volumes, declin

Description: US equity indexes rose this week as the odds for a December interest-rate cut surged amid supportive

Description: FEATURE Stocks ended the Black Friday-shortened session in the green, with the benchmark index extending its rally to wrap up a volatile November. These stocks made moves: Alphabet rose 0.1% after wavering throughout the day.

Description: Report flags lender talks tied to OpenAI expansion

Description: All three major US stock indexes rose in midday trading Friday after the Chicago Mercantile Exchange

Description: ​Oracle Corporation (NYSE:ORCL) is one of the Under-the-Radar Stocks to Buy with Massive Upside Heading into 2026. Oracle Corporation (NYSE:ORCL) has been making headlines due to concerns regarding its growing credit. The company raised $18 billion in new debt last month, which took the company’s credit to over $100 billion. The stock has fallen more […]

Description: Oracle Corporation (NYSE:ORCL) is one of the most promising stocks with huge upside potential. On November 25, DA Davidson lowered the firm’s price target on Oracle to $200 from $300 with a Neutral rating on the shares. The firm noted that when Oracle reported earnings for FQ1 2026, the company initially suggested that the increase […]

Description: Stock market leadership has started to shift away from some former leaders in the technology space. Here's how to identify it.

Description: Shares of U.S. chipmaker Intel were leading the S&P higher as stocks edged upward on a holiday-shortened Black Friday session expected to be light on trading volume and corporate news.

Description: Lithium miner Albemarle came out on top, while Super Micro Computer led the list of worst performers.

Description: The Chicago Mercantile Exchange restored most trading operations after an hours-long outage stemming from problems at a data center. Shares of CME Group (CME) dipped in the premarket session on the news. We're also watching: - Shares of Tilray Brands (TLRY) fell ahead of the US market open after the cannabis company announced that it will implement a one-for-ten reverse stock split of its common stock. - Shares of Oracle (ORCL) declined in early trading after Morgan Stanley warned a gauge of risk on Oracle Corp.'s debt reached a three-year high in November. Lisa Mateo reports.

Description: Yahoo Finance is putting a mirror up to 2025 and looking back on the biggest market stories, drivers, and stock outperformers. But only one can be named Yahoo Finance's Company of the Year. The search for this year's biggest winner has come down to three finalists: private artificial intelligence developer OpenAI (OPAI.PVT), semiconductor juggernaut Nvidia (NVDA), and enterprise cloud titan Oracle (ORCL). Yahoo Finance executive editor Brian Sozzi is joined by a panel of Envestnet Solutions Co-CIO and group president Dana D’Auria, Marketgauge.com chief strategist Michele Schneider, and Yahoo Finance senior reporter Ines Ferré, who each share their case for each prospective company in a year dominated by AI milestones and market catalysts. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: US equity futures were cautiously higher pre-bell Friday as the Chicago Mercantile Exchange resumed

Description: The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad

Description: Analysts warn the company's AI-driven expansion is putting pressure on its balance sheet.

Description: Financing talks highlight continued capital demand for large-scale AI infrastructure.

Description: Aluminum plays a crucial role in data centers, electric vehicles, and a litany of other industries. But Big Tech's power demand is squeezing the aluminum industry's margins.

Description: The North America Customer Relationship Management (CRM) Market is set to grow from US$ 27.16 billion in 2024 to US$ 72.06 billion by 2033, achieving a CAGR of 11.45%. Driven by digital transformation, cloud adoption, and e-commerce expansion, the CRM market in North America is experiencing significant growth. AI integration and analytics further bolster CRM capabilities. Prominent players like Salesforce, Oracle, and Microsoft lead with innovations in AI, mobile CRM, and analytics. Challenges s

Description: As AIoT evolves, solutions emphasize adaptability, security, and cost-efficiency to support global digital transformation initiativesDublin, Nov. 27, 2025 (GLOBE NEWSWIRE) -- The "Artificial Intelligence of Things (AIoT) Market - A Global and Regional Analysis: Focus on Components, Technology, Application, Vertical, and Regional Analysis - Analysis and Forecast, 2025-2034" has been added to ResearchAndMarkets.com's offering.The artificial intelligence of things (AIoT) market represents a crucial

Description: Shares of Microsoft (NASDAQ:MSFT) lost 1.52% over the past five trading sessions after losing 1.48% the five prior. That brings MSFT’s year-to-date gain to 15.99%, including a nearly 37% gain since its year-to-date low on April 8. When the Magnificent Seven member reported Q3 earnings on Oct. 29, shares fell despite beating on EPS and ... Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year

Description: Delray Beach, FL, Nov. 27, 2025 (GLOBE NEWSWIRE) -- The report "Aviation Cloud Market by Service Model (IaaS, PaaS, SaaS), Deployment Type (Public, Private, Hybrid), End User (Airlines, Airports, OEMs, MROs), Application (Flight Operations, Passenger Service, Supply Chain Management) - Global Forecast to 2029" The Aviation Cloud Industry is estimated to be USD 6.1 billion in 2024 and is projected to reach USD 12.9 billion by 2029, at a CAGR of 16.1% from 2024 to 2029. The push for digital transf

Description: Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. U.S. large-cap growth equities continued to recover from a sharp sell-off in early April. Strong corporate earnings, investor enthusiasm around artificial intelligence (AI), and growing expectations for Federal Reserve […]

Description: CRM's Q3 performance is anticipated to reflect the benefits of the increasing adoption of generative AI-enabled solutions and continued digital transformation.

Description: Chipmaker Nvidia posted yet another blockbuster earnings report this month.

Description: Oracle's AI Spend Fears May Mask Big Upside, DB Analyst Says

Description: The California Public Employees’ Retirement System, best known as Calpers, is the largest pension system in the U.S. by assets. A recent securities filing shows the agency made key changes to its holdings from the second and third quarters. Calpers filed a Form 13F with the Securities and Exchange Commission on Nov. 14 showing it took a stake in Bloom Energy through the purchase of 361,883 shares, worth $30.6 million at the time.

Description: Major equity indexes rose on Wednesday, marking the fourth consecutive day of gains on Wall Street a

Description: AI stocks entered a period of uncertainty as Wall Street has grown more queasy about growing costs and questions about the trend's direction.

Description: Deutsche Bank and HSBC say investor worries overlook Oracle's flexibility and long-term earnings power.

Description: US benchmark equity indexes were higher intraday, led by the technology sector as traders evaluated

Description: A large volume of deep out-of-the-money (OTM) put options has traded in Oracle Corp (ORCL). These OTM puts are set to expire in over one year but only work if ORCL stock falls 50%. The activity highlights ORCL's underlying value.

Description: The firm is a leader in private credit and data-center funding, two sectors about which doubts have emerged. But Co-CEO Marc Lipschultz sees blue skies ahead.

Description: Investing.com -- Oracle shares rose more than 5% at the open on Wednesday as analysts at Deutsche Bank and HSBC defended the stock following a sharp pullback and mounting investor concerns around the cost and uncertainty of artificial intelligence infrastructure spending.

Description: Oracle has underperformed the broader Dow Jones Industrial Average index over the past year, yet Wall Street analysts remain moderately optimistic about its prospects.

Description: Gemini was trained on Google’s in-house chips, which look like a cheaper and more efficient alternative to Nvidia’s cutting-edge products.

Description: Companies and investors see AI as a game-changing technology.

Description: It turns out stocks can still rise without the vaunted artificial intelligence trade. The Dow Jones Industrial Average rose 664 points, or 1.4%, and the S&P 500 gained 0.9% despite down days from AI stalwarts Advanced Micro Devices (-4.2%), Nvidia (-2.6%), and Oracle (-1.6%). Home builders Lennar and D.R. Horton were up 6.6% and 5.8%, respectively.

Description: Oracle (ORCL) stock is down roughly 30% year to date as investors worry about the company's debt and over-reliance on its mega deal with OpenAI (OPAI.PVT). Jeffries senior analyst Brent Thill says that Oracle stock is oversold, along with Meta, as investors flock to the trending AI stock: Alphabet (GOOG, GOOGL). To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Oracle (ORCL) concluded the recent trading session at $196.99, signifying a -1.64% move from its prior day's close.

Description: Investors are chasing "the flavor of the week" when it comes to the AI trade, Jefferies senior analyst Brent Thill tells Yahoo Finance. Thill highlights Wall Street's enthusiasm with Alphabet (GOOG, GOOGL), while Meta (META) and Oracle (ORCL) fall out of favor. The analyst says the Big Tech stock moves are part of an "over-exaggerated" trade, and suggests that investors buy the dips in Meta and Oracle rather than chasing Alphabet's momentum. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Vancouver, British Columbia--(Newsfile Corp. - November 25, 2025) - Oracle Commodity Holding Corp. (TSXV: ORCL) (OTCQB: ORLCF) ("Oracle" or the "Company") announces that the TSX Venture Exchange (the "TSXV") has granted final approval for the amended and restated net smelter return royalty agreements (the "Amended Agreements") with Silver Elephant Mining Corp. ("Silver Elephant"), as previously announced on August 29, 2025 and further clarified on November 19, 2025.The Amended Agreements shall..

Description: SAN JOSE, Calif., November 25, 2025--NetApp (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today reported financial results for the second quarter of fiscal year 2026, which ended on October 24, 2025.

Description: Just when you thought tech was about to rollover into a vicious bear market or the so-called “AI bubble” would burst in a way that would bring back memories of the dot-com bust at the turn of the millennium, markets turned sharply higher, with AI stocks leading the rebound. Undoubtedly, it may be a bit ... Jensen Huang Says “AI is Going Everywhere, Doing Everything,”—Time to Get Back Into the Oversold AI Stocks?

Description: I warned that Oracle stock cost too much at $328 a share. Under $200... Oracle still costs too much.

Description: The stock market’s “everything rally” picked back up, but Nvidia and other AI names were notable exceptions. The S&P 500 was up 0.7% after trading sideways earlier in the morning. The Dow was up 621 points, or 1.3%.

Description: What if AI’s version of Google turns out to be…Google?

Description: A whizzy new chatbot, powered by artificial intelligence, has tech stocks jockeying for leadership of a volatile market amid new concerns over demand for Nvidia chips, the product behind Wall Street’s hottest stock. It applies equally well to what is happening Monday following the launch of Alphabet new Gemini 3. The company, whose stock is by far the best-performing member of the so-called Magnificent Seven so far this year, unveiled the latest version of its chatbot last week.

Description: Oracle stunned markets when it unveiled a stronger-than-expected forecast for so-called Remaining Performance Obligations, or RPO, a key industry metric that often acts as a proxy for long term revenue projections. “Oracle has been studying the data center model for more than a decade as it meticulously planned to take share from established players like Amazon and Microsoft,” he added.

Description: Investing.com -- Alphabet and Broadcom shares are rallying his week after a report from The Information said Meta Platforms is considering a major deal to rent and potentially purchase Google’s custom TPU chips starting in 2027. The prospect of Meta shifting part of its AI compute roadmap toward Alphabet silicon sparked a sharp rotation across the AI complex, lifting names tied to Google’s hardware ecosystem while pressuring Nvidia and AMD. The move accelerated a winner-take-all narrative that h

Description: Oracle (ORCL) stock is in focus as Wall Street debates the cloud company's place in the AI race, given its significant ties to ChatGPT maker OpenAI (OPAI.PVT). Yahoo Finance Executive Editor Brian Sozzi takes a closer look at the bull and bear case for Oracle with Raymond James chief investment officer Larry Adam and Yahoo Finance senior reporters Ines Ferré and Jennifer Schonberger. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: ORCL's NetSuite posts 16% growth to $1B in Q1 FY26, but a slower pace versus the infrastructure segment raises questions about accelerating revenue contribution.

Description: A lot of value was unlocked when the company beat back the government’s breakup efforts. Now, Google is making strides in the AI race while its core business offers it financial flexibility.

Description: The Construction Management Software market is poised for growth driven by increased project complexity, efficiency needs, and digital transformation. Opportunities arise from cloud and mobile tech integration, AI enhancements, and demand for sustainability and transparency. Cloud platforms will dominate, with strong growth in China and the U.S. Construction Management Software Market Construction Management Software Market Dublin, Nov. 25, 2025 (GLOBE NEWSWIRE) -- The "Construction Management S

Description: The S&P 500 struggled at the open on Tuesday, but the majority of stocks in the index were rising. With the market benchmark down 0.6%, more than 350 stocks in the index were set to close higher. The Invesco S&P 500 Equal Weight ETF, which weighs every stock in the index the same, was up 0.2%.

Description: While big names including Nvidia (NVDA) and Oracle (ORCL) are struggling to reverse the latest selloff in AI stocks, many others are benefitting from renewed momentum and growth following their latest results. Ramzan Karmali explains why tech companies including Broadcom (AVGO), Symbotic (SYM), Zoom (ZM), and China's robotaxis from Pony AI (PONY), are getting investors excited. For more live coverage of the markets, watch the full episode of Market Sunrise and visit Yahoo Finance.

Description: Ming-Chi Kuo, a prominent tech analyst, has weighed in on the recent financial results of NVIDIA Corporation (NASDAQ:NVDA) and debunked myths of “fraud” surrounding its metrics. Kuo Dismisses Criticism Over DSO, Inventory Levels Kuo took to X on ...

Description: Oracle Corporation (NYSE:ORCL) is included among the 15 Best Long Term Stocks to Buy According to Reddit. On November 18,‌ Baird lowered its price ta⁠rget for Oracle Corporation (NYSE:ORCL) to‍ $315 f‍rom $36⁠5, whi‍le keeping an Outperform rating on the shares, as reported by The Fly. T‌he a‍naly​st noted‌ that the firm h⁠ad revisited i​t​s‍ […]

Description: A whizzy new chatbot, powered by artificial intelligence, has tech stocks jockeying for leadership of a volatile market amid new concerns over demand for Nvidia chips, the product behind Wall Street’s hottest stock. It applies equally well to what is happening Monday following the launch of Alphabet new Gemini 3. The company, whose stock is by far the best-performing member of the so-called Magnificent Seven so far this year, unveiled the latest version of its chatbot last week.

Description: It already is burning cash, with plans to burn tens of billions more over the next several years as it tries to transform itself from a leading software company into an AI cloud-computing giant—leasing out the vast clusters of advanced computer chips needed to power applications like OpenAI’s ChatGPT. Rated two notches above speculative-grade territory, Oracle’s bonds now carry yields that are higher than those of almost any of its investment-grade tech peers. Jordan Chalfin, a senior analyst at the research firm CreditSights, said that Oracle could issue around $65 billion more bonds over the next three years.

Description: Yahoo Finance host Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute, including Alphabet (GOOG, GOOGL) shares getting a lift from the success of its Gemini 3 rollout, Oracle (ORCL) as the company's credit default swaps climb to a 3-year high, and Inspire Medical Systems (INSP) stock receiving an upgrade to Buy from Stifel analysts. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

Description: () -The world's largest technology companies are tapping debt markets, raising almost $100 billion through recent bond offerings, as they seek to bolster their artificial intelligence infrastructure. This marks a shift for Silicon Valley firms that typically relied on cash to fund their investments.

Description: Many AI stocks have retreated from 52-week or record highs. What's clear is that investor worries over an AI bubble have increased.

Description: Fresh off a string of bearish stock activity and the deregistration of his hedge fund, Burry has started a Substack for his financial writing.

Description: Though the S&P 500 is still far off from a 10% correction, now down just over 4% from its all-time high, the amplified pain in tech has been notable, with the Nasdaq 100 still down over 7% from its October peak. As the down days hit the Nasdaq 100 harder than the S&P (that’s typical), ... 2 High-Quality Tech Stocks in the Bear Bargain Bin

Description: (Reuters) -Amazon.com said on Monday it would invest up to $50 billion to expand AI and supercomputing capabilities for ​Amazon Web Services U.S. government customers, in one of the ‌largest cloud infrastructure commitments targeted at the public sector. The project, expected to break ground in 2026, will ‌add nearly 1.3 gigawatts of artificial intelligence and high-performance computing capacity across AWS Top Secret, AWS Secret and AWS GovCloud regions by building data centers equipped with advanced compute and networking technologies. AWS cloud regions for U.S. government are based on increasing levels ⁠of data sensitivity.

Description: NVDA Faces Scrutiny as Burry Questions Long-Term AI Demand

Description: SAN FRANCISCO, November 24, 2025--BreachRx, the leader in intelligent cyber incident response management (CIRM), today announced the appointment of Cody Wamsley as Vice President and General Counsel. With a proven track record in incident response, privacy, and legal innovation in the private sector and in government, including Coinbase, Oracle, and the National Security Agency (NSA), Wamsley will play a pivotal role in advancing BreachRx’s platform and supporting customers as they navigate the

Description: Credit markets, not share price, seen as the signal to watch

Description: Investing.com -- The artificial intelligence landscape is experiencing a significant shift as Google’s recent advances with its Gemini 3 model create volatility across AI-related stocks.

Description: ​Oracle Corporation (NYSE:ORCL) is one of the Best Cloud Stocks to Buy Now. Oracle Corporation (NYSE:ORCL) has fallen more than 39% over the past 2 months due the concerns of a growing AI bubble. However, despite the rising concerns, on November 18, Robert Oliver from Robert W. Braid reiterated a Buy rating on the stock, […]

Description: Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the third quarter of 2025. A copy of the letter can be downloaded here. In the third quarter, the fund returned 7.59% compared to 7.62% for the MSCI ACWI Index Net. The firm seeks to invest in high-quality businesses that possess […]

Description: ORCL's surging cloud and AI momentum, backed by major contracts and bold growth targets, positions the stock ahead of CRM.

Description: NEW YORK (Reuters) -A rush of bond sales by major tech firms to fund artificial intelligence expansion is creating a high-stakes bet for the $9 trillion U.S. corporate ​bond market, prompting caution from prominent investors like DoubleLine over the sector's growing debt load. Several analysts forecast higher amounts of hyperscaler debt issuance next year as big tech firms race to finance AI-ready data centers. High-grade bond markets may need to absorb $1.5 trillion of AI data center bond sales over the next five years, with that type of debt potentially representing ⁠over 20% of the investment-grade ‌bond market by 2030, J.P. Morgan analysts estimated recently.

Description: $90 billion The AI hyperscalers—Amazon.com, Alphabet, Meta Platforms and Oracle—have issued nearly this much in investment-grade bonds since the start of September. At the same time, data-center developers have issued $7 billion-plus of "junk"-rated debt.

Description: The Morning Bull - US Market Morning Update Monday, Nov, 24 2025 US stock futures are climbing this morning, with the main index up around 0.7% before the opening bell. The latest signal comes from a closely-watched confidence survey showing Americans are still feeling down about the economy, with November’s reading stuck near historic lows at just 51.0. That tells us people are worried about the cost of living and stretching their paychecks. However, expectations for inflation next year...

Description: Wall Street is straining to absorb a flood of new bonds from tech companies funding their artificial intelligence investments, adding to the recent pressure in markets. Since the start of September, so-called AI hyperscalers Amazon com, Alphabet Meta Platforms and Oracle have issued nearly $90 billion of investment-grade bonds, according to Dealogic, more than they had sold over the previous 40 months. AI data-center developers like TeraWulf and Cipher Mining both started as bitcoin miners, also have stormed the speculative-grade market, issuing more than $7 billion of those lower-rated bonds.

Description: David Tepper has been one of the most successful investors over the past three decades.

Description: A Magnificent 7 AI Bubble? One of the most talked-about topics of late is the fear of an AI bubble. Trillions of dollars have been committed to its development, and its rapid ascent has stoked fears by a number of savvy market watchers and insiders that the AI industry is wildly overvalued, similar to the ... 2 World Class Funds That Avoid The AI Bubble and Mag 7 Stocks

Description: Nvidia and Oracle both offer AI growth potential, but their fundamentals make one a clearer choice.

Description: Doug and Lee examined the generational turnover in the S&P 500’s largest companies and discussed how only Microsoft and Oracle maintained top tier status through two decades of technological and market upheaval.

Description: In recent days, Bloom Energy experienced considerable share price swings following news of a collaboration with Oracle to supply onsite power for select data centers amid increased market caution over high technology sector valuations and economic uncertainty. This partnership highlights increasing interest in Bloom’s fuel cell solutions as hyperscale data centers and AI infrastructure drive new electricity demands, drawing attention to the company's evolving role in critical energy...

Description: Investors will be tracking retail earnings and economic data as the government works through a backlog of reports delayed by the shutdown.

Description: This AI stock has lost its wheels despite reporting outstanding results recently, but investors shouldn't miss the bigger picture.

Description: Six AI leaders are uniting to form a single company. How is this possibly legal, asks Madhavi Singh of Yale’s Thurman Arnold Project, an initiative dedicated to antitrust issues.

Description: In November 2025, Arm Holdings and Nvidia announced an expanded partnership integrating NVLink Fusion technology into Arm's Neoverse platform to enhance AI data center infrastructure efficiency and performance for cloud providers. This collaboration aims to accelerate the adoption of specialized AI infrastructure and is supported by Arm’s widespread deployment among leading hyperscalers such as Amazon, Microsoft, Oracle, Google, and Meta Platforms. The partnership underscores Arm's intent to...

Description: We recently published 10 Stocks Jim Cramer Talked About. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer discussed. Like CoreWeave, Oracle Corporation (NYSE:ORCL) also provides computing infrastructure to AI software firms. However, unlike CoreWeave, Cramer has started to discuss the firm almost daily. The CNBC TV host’s comments about Oracle Corporation (NYSE:ORCL) revolve […]

Description: Meal delivery service Prep Kitchen's founders started by hand delivering their boxes. The British entrepreneurs are now set for £35m sales.

Description: Many AI stocks have retreated from 52-week or record highs. What's clear is that investor worries over an AI bubble have increased.

Description: AI companies are turning to debt markets to fund data centers. But analysts say this new wave of bonds aren't bubbles

Description: Investing.com – Despite the bounce on Friday, the DJIA, S&P 500, and Nasdaq are tracking for weekly losses amid global market declines driven by persistent concerns over stretched AI valuations.

Description: Traders might swear there's an "AI bubble", but after strong earnings results from AI giant Nvidia and the well-received launch of Alphabet's new Gemini 3 Pro AI model, it looks like the market is only penalizing one corner of the burgeoning tech industry: the friends of ChatGPT creator OpenAI. AI ...

Description: One major exception came from Alphabet, which finished up 3.5%, passing Microsoft to become the world’s third-largest company. Until recently, Google-parent Alphabet was seen as an AI laggard, with more to lose from the new technology than gain. Alphabet has a rich source of funds in its massive advertising business, while rival OpenAI is likely to need more debt, stock issuance, and other creative forms of financing to pay for its AI models.

Description: Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5.7% in the afternoon session after a mix of negative news created headwinds for the company, including a potential cybersecurity breach, rising credit risk, and skepticism about its ability to quickly turn its AI investments into revenue. The decline occurred as concerns grew over high valuations for AI-related stocks. Adding to the pressure, the Clop ransomware group claimed it had breached Oracle's internal systems.

Description: New York Fed President John Williams made the case for a near-term cut to interest rates. Alphabet, the parent company of Google, overtook Microsoft as the third-largest company by market value, behind Nvidia and Apple. Small stocks outperformed, with the Russell 2000 rising 2.8%.

Description: US equities advanced Friday as a Federal Reserve interest rate cut next month again seemed to be mor

Description: US equity indexes fell this week as stretched valuations and circular funding risks outweighed a sig

Description: US equity indexes rebounded while government bond yields slumped on Friday as the odds of an interes

Description: As AI redefines what it means to be a database firm, MongoDB stock could get a boost from the software maker's "nonrelational" DNA.

Description: An off-price apparel retailer benefitted from solid results and an improved outlook on Friday, Nov. 21, 2025, while losses mounted for an enterprise software giant.

Description: Stocks rallied Friday after the previous session’s selloff driven by concerns about bloated artificial-intelligence valuations. Nvidia’s report and better-than-expected guidance gave the market a solid read on artificial-intelligence demand but failed to reassure investors who have been fretting about where the money is coming from and whether it will be well spent. Local media reported this week that Taiwanese officials were investigating Wei-Jen Lo, who joined Intel in October.

Description: US equity indexes closed higher Friday after New York Fed President John Williams suggested a rate c

Description: Oracle's stock has plunged since hitting an all-time high in September as the company has become a poster child for growing investor concerns that an AI bubble has formed.

Description: Oracle is a cloud-software company, now tied closely to the artificial intelligence investment trade, that may be doing the same thing. Shares in Oracle have tumbled 40% since early September, lopping nearly $360 billion from its market value, since the company unveiled a huge jump in projected revenue from its burgeoning AI business. The company didn’t immediately respond to a request for comment.

Description: Tech stocks slumped again this week, raising questions about whether this pause in the AI rally is more than a hiccup.

Description: Choppy stock market trading gave way to steady gains as the afternoon rolled on. The Nasdaq Composite is up 1.8%. The S&P 500 is up 1.6%. The Dow is up 733 points, or 1.6%. The major indexes are off a touch from their highs this afternoon, but overall things are much calmer than the first few hours of Friday’s session, where the Nasdaq struggled to hold above water.

Description: With the markets taking investors on a roller coaster ride of late, three technology stocks are on the downward slope today, including Vistra (NYSE: VST), AppLovin (Nasdaq: APP) and Oracle (NYSE: ORCL). The markets have been processing strong fundamental tailwinds against worrisome economic headwinds that throw the fate of short-term interest rates into the balance. ... Why Vistra, AppLovin and Oracle Are Spiraling Today

Description: We recently published 13 Stocks That Crossed Jim Cramer’s Radar. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer discussed. Oracle Corporation (NYSE:ORCL) has continuously remained on Jim Cramer’s watchful radar over the past couple of months. From commenting that “the fundamentals are terrific, and as long as they stay terrific, well, the younger […]

Description: US benchmark equity indexes were higher intraday as the odds of a Federal Reserve interest rate cut

Description: US equity indexes rose after midday Friday, rebounding from a sharp reversal in the previous session

Description: Tech stocks were higher Friday afternoon, with the Technology Select Sector SPDR Fund (XLK) up 0.3%

Description: Oracle Corporation (NYSE: ORCL) today announced that it unanimously elected Stephen Rusckowski to Oracle's Board of Directors and increased the size of the Board to 14. The election is effective as of November 18, 2025.

Description: Investing.com -- Wall Street woke up in an exuberant mood on Thursday following blowout results and guidance from AI darling NVIDIA Corporation (NASDAQ:NVDA). However, smiles turned to frowns by noon as today’s strong jobs report raised concerns that a December rate cut won’t materialize, and bears questioned the sustainability of NVIDIA’s strong results.

Description: The chip maker says demand looks strong through next year, while a selloff has made the $4.5 trillion company look cheap.

Description: Nvidia (NVDA) stock fell along with the broader market on Thursday, despite the chipmaker posting better-than-expected third quarter earnings and providing a strong outlook for the current quarter a day earlier.

Description: AI tech software market leader Oracle is rapidly making up time. Long known for its database and business software, Oracle this year gained a reputation as a top artificial intelligence database software leader. On Thursday, Oracle stock's Relative Strength (RS) Rating got a bump up to 83, from 80 the day before.

Description: Traders are ramping up bets against artificial intelligence (AI) darling Oracle by buying financial instruments intended to protect them in the event of a default.

Description: Traders have piled into the company’s credit-default swaps in recent months as Oracle’s massive AI-related spending spree, its central role in a web of interrelated deals, and its weaker credit grades compared with players such as Microsoft Corp. or Alphabet Inc. have made the contracts the market’s preferred way to hedge — and bet against — the AI boom. As AI skeptics rushed in, trading volume on the company’s CDS ballooned to about $5 billion over the seven weeks ended Nov. 14, according to Barclays Plc credit strategist Jigar Patel.

Description: Nvidia is pushing back on AI investing fears.

Description: The stock market's early gain has slipped away. The S&P 500 was down 0.1%, while the Nasdaq Composite was down 0.3%. The Dow was down 14 points, or pretty much flat. The Nasdaq was up more than 2% earlier in the session.

Description: The plant will manufacture equipment for data centers in Milam County, Texas,‌ and other locations, the report said, as the Japanese conglomerate goes all-in on the startup at the heart of the generative AI boom. SoftBank, which sold its $5.8 billion stake in leading chipmaker Nvidia to bankroll CEO Masayoshi ⁠Son's sweeping AI push ‌centered around ChatGPT-creator OpenAI, purchased the Lordstown site in August for $375 million. OpenAI, Oracle and SoftBank announced in September ‍plans for five U.S. AI data centers for the $500 billion Stargate project, a plan to build out a nationwide advanced AI network.

Description: These six top blue-chip dividend stocks remain outstanding ideas for investors seeking to move away from tech stocks.

Description: Oracle Health Information Network Inc., a subsidiary of Oracle, has been designated as a Qualified Health Information Network® (QHIN™) as a part of the Trusted Exchange Framework and Common Agreement™ (TEFCA™). Building on a long legacy of paving the way for interoperability across the healthcare industry, Oracle Health remains at the forefront by participating in the nationwide approach to offer secure, smooth, and standardized sharing of health information across all Designated QHINs and betwe

Description: Alteryx, Inc., a leading AI and data analytics company, today announced the appointment of Rajkumar Irudayaraj as Senior Vice President, Global Technology and Innovation Partners. In this role, Irudayaraj will lead the company's global technology alliances and innovation partner strategy, driving deeper collaboration for the growing Alteryx community.

Description: Concourse, the builder of AI agents purpose-built for corporate finance teams, today announced that its Concourse SuiteApp has achieved the 'Built for NetSuite' status. The new SuiteApp, built using the Oracle NetSuite SuiteCloud Platform, helps finance and accounting teams to deploy AI agents to query their NetSuite data and help further streamline workflows and reduce time spent on manual tasks.

Description: SIOS LifeKeeper for Linux Delivers Cloud-Based Resilience and Confidence on AWSSAN MATEO, Calif., Nov. 20, 2025 (GLOBE NEWSWIRE) -- SIOS Technology Corp., a leading provider of high availability (HA) and disaster recovery (DR) solutions, today announced that Astro Malaysia Holdings Berhad has achieved 99.99% uptime and ensured uninterrupted availability for its critical SAP and Oracle operations in the AWS cloud using SIOS LifeKeeper for Linux. With SIOS, Astro has strengthened business continui

Description: Shares of Microsoft (NASDAQ:MSFT) lost 1.48% over the past five trading sessions after gaining 1.27% the five prior. That brings MSFT’s year-to-date gain to 16.22%, including a more than 37% gain since its year-to-date low on April 8. When the Magnificent Seven member reported Q3 earnings on Oct. 29, shares fell despite beating on EPS ... Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year

Description: Paramount, Netflix, and Comcast are all expected to submit offers, though Warner Bros. Discovery could opt to reject them all

Description: Here's a closer look at the accounting concerns Michael Burry is calling out on AI hyperscalers, and 4 points of concern for bubble-watchers.

Description: CoreWeave stock was gaining alongside AMD, Super Micro and a number of other companies as Nvidia relieved concerns over the artificial-intelligence trade.

Description: Amazon, Google, Meta, Microsoft, and Oracle have taken on $121 billion in new debt, year to date—quadruple the amount from the prior five years.

Description: SAN FRANCISCO (Reuters) -Nvidia CEO Jensen Huang says he does not see an AI bubble, but rather a tipping point. But a growing band of market skeptics are concerned the only way off a tipping point is down. In a regulatory filing, Nvidia disclosed the majority of its booming business rests on four unnamed customers.

Description: Investors nervous about the scale of capital that technology companies are plowing into artificial-intelligence infrastructure rattled stocks this week. Shares in the software company popped more than 30% in September when the company disclosed a $317 billion revenue backlog. The Wall Street Journal later reported that most of it came from a deal with OpenAI.

Description: NVIDIA corporate headquarters NVIDIA corporate headquarters in Silicon Valley Record revenue of $57.0 billion, up 22% from Q2 and up 62% from a year agoRecord Data Center revenue of $51.2 billion, up 25% from Q2 and up 66% from a year ago SANTA CLARA, Calif., Nov. 19, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported record revenue for the third quarter ended October 26, 2025, of $57.0 billion, up 22% from the previous quarter and up 62% from a year ago. For the quarter, GAAP and non

Description: Market participants have taken profits to account for a couple of core risks, including fears about AI spending and the Federal Reserve’s interest-rate policy. Seaport Research Partners identified more than a dozen stocks that have been hit harder than they should have based on Wall Street’s earnings forecasts.

Description: Skepticism about the sustainability and payoff of artificial-intelligence investments has played a major role in the market's bleak mood this month. Since Oct. 29, the day Nvidia shares hit their closing high, the AI chip giant's stock has fallen about 10%. An equal-weighted version of the S&P index—which adjusts for the massive market capitalizations of Nvidia and its big tech cohorts—is down only 2% over the same period.

Description: Oracle (ORCL) shares moved slightly in recent trading, capturing attention from investors as sentiment shifts around major tech names. The company’s performance this month shows mixed results, which encourages a closer evaluation of its longer-term track record and fundamentals. See our latest analysis for Oracle. Oracle’s recent share price dip, down 24.31% for the month despite being up 32.8% year-to-date, reflects shifting sentiment after a long stretch of impressive total shareholder...

Description: The victor will walk away with the rights to beloved characters including Harry Potter, Superman, and Tony Soprano.

Description: FEATURE It wasn’t too long ago that the mere mention of “artificial intelligence” in a corporate press release would trigger an upside move for the stock. Investors, eager to get ahead of the next wave of the new technology’s potential, were happy to believe in, and bet on, a bottom-line impact from AI deployment—even if it couldn’t be fully explained.

Description: Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.

Description: PORTLAND, Ore., November 19, 2025--Orca Security, a leading provider of agentless cloud security and an Oracle partner, today announced its Cloud Native Application Protection Platform (CNAPP) is available in Oracle Cloud Marketplace and can be deployed on Oracle Cloud Infrastructure (OCI). Oracle Cloud Marketplace is a centralized repository of enterprise applications offered by Oracle and Oracle partners.

Description: Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor letter. A copy of the letter can be downloaded here. The US equity market continued the rally in the third quarter, with the S&P 500 returning 8.1% and the Russell 1000 Value surging 5.3%. […]

Description: [220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Governance Risk and Compliance GRC Platform Market size & share revenue was valued at approximately USD 62.5 Billion in 2024 and is expected to reach USD 64.6 Billion in 2025 and is expected to reach around USD 151.5 Billion by 2034, at a CAGR of 13.2% between 2025 and 2034. The key market players listed in the report with their sales, revenues and strategies are FIS

Description: Since the end of October, companies returning relatively large amounts of cash to shareholders through dividends and buybacks have seen their stocks outperform others.

Description: Oracle Financial Services has been named the "Overall Winner" in the RiskTech AI 50 2025 report by Chartis Research for the second consecutive year. The global leader in risk technology research and analysis recognized Oracle as the top-ranking vendor among the 50 organizations evaluated and the leader in three of the four Chartis Category Awards, including innovation, strategy, and impact.

Description: All five companies generate more than enough cash to cover their operations, but the arrival of debt vehicles to fund AI has complicated the investment case for tech stocks.

Description: HEARD ON THE STREET “Top Gun Meets Harry Potter” might bomb as a pitch for a movie. As a deal pitch, though, it strangely works. The famed Warner Bros. studio is officially on the block, as are HBO, CNN, Turner Broadcasting, DC Comics, the Discovery Channel and other businesses owned by Warner Bros Discovery Just 3½ years old, the media conglomerate is holding an auction process with a deadline for the first round of nonbinding bids set for Thursday.

Description: The result is the first sustained selloff for the group since April, with the Nasdaq 100 leading the broader market lower as investors ditch tech winners in favor of more defensive stocks. That group, which includes old-economy stalwarts like Exxon Mobil Corp., JPMorgan Chase & Co. and Procter & Gamble Co., is often coveted when riskier stocks start to look expensive.

Description: The stock market is on pace for their worst performance in a November since 2008, while global investors are bullish at a level that hasn’t been seen in more than a decade. The contrarian signals sum up the challenging backdrop investors face heading into the final weeks of the year, with Nvidia earnings on Wednesday likely to define performance in a market beset with concerns over the pace of artificial-intelligence investments and the stretched valuations of the world’s biggest tech stocks. The has fallen more than 3.8% for the month, paced by declines in megacap tech stocks, and closed below its 50-day moving average, a key performance benchmark, for the first time since April this week.

Description: Strong bond demand shows investors backing Big Tech's heavy AI push

Description: The explosion of interest in artificial intelligence (AI) has caused the valuations of many tech stocks to skyrocket. Palantir Technologies (NYSE:PLTR), for example, trades at more than 170x forward earnings, Tesla (NASDAQ:TSLA) goes for 184x, and CrowdStrike (NASDAQ:CRWD) trades at 111x. These multiples reflect high expectations for AI-driven growth, but they also raise questions about ... These Are the 3 Cheapest Big Tech AI Stocks: Time to Buy?

Description: As Eric Bleeker recently explained during an episode of The AI Investor Podcast, you don't need to shovel money into big names like Nvidia (NVDA) or Oracle (ORCL) to benefit from the rise of artificial intelligence. Some of the best stocks to explore are those with the literal shovels in their hands.

Description: Investing.com -- Shares in Oracle Corporation (NYSE:ORCL) are down as much as 37% from the record high set in September as investors turned wary of its debt-financed jump into artificial-intelligence infrastructure, with bond and credit-default‐swap (CDS) markets flashing caution.In layman’s terms, a CDS is insurance against a company going bust. When the price of that insurance jumps, investors are getting nervous.Investors dumped Oracle bonds after a report that the company plans to add about

Description: Arm Extends Aggressive AI Play With Nvidia NVLink Fusion Integration

Description: AI darling doubles down just as the smart money hits the brakes--who's right about the next tech wave?

Description: Amazon stock slid further Tuesday after a $15 bond sale and a downgrade from analysts concerned about the economics of AI.

Description: Microsoft was, until earlier this year, the exclusive cloud provider for OpenAI.

Description: Oracle is investing billions in expanding its cloud infrastructure to meet the soaring demand. However, this aggressive expansion is what has some investors on edge.

Description: The extra yield, or spread, that investors demand to hold Oracle bonds due in 2055 was recently hovering around 1.77 percentage point, according to MarketAxess. The spread for Meta Platforms bonds due in 2054 was recently around 1.01 percentage point, up from 0.78 percentage point less than a month ago. Tech companies like Oracle and Meta have started borrowing heavily in the bond market to fund investments in artificial-intelligence infrastructure.

Description: [220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Healthcare Command Centers Market size & share revenue was valued at approximately USD 2.01 Billion in 2024 and is expected to reach USD 2.23 Billion in 2025 and is expected to reach around USD 5.60 Billion by 2034, at a CAGR of 11.03% between 2025 and 2034. The key market players listed in the report with their sales, revenues and strategies are GE HealthCare, Konin

Description: Over the last three full trading days, the S&P 500 energy sector has lost 0.22%, while the S&P 500 utilities sector is down 0.55%, according to Dow Jones Market Data. What this tells us is that selling is en masse, but the safe havens aren't getting sold nearly as quickly as growth-focused segments like tech, which makes up a big chunk of the S&P 500. The cost for insuring Oracle bonds has risen with its five-year credit default swap widening by over 0.6 percentage points since late September, according to Deutsche Bank.

Description: Investors should focus on AI companies with cutting-edge technologies and multi-year revenue visibility.

Description: Oracle Health's next generation electronic health record (EHR) is now certified and ready for adoption by ambulatory customers in the U.S. Unlike other EHRs that bolt on AI applications, the Oracle Health EHR was built from the ground up on a secure, modern cloud architecture with AI embedded in every layer and workflow. With these capabilities, health networks can break free from the confines of traditional EHRs to reduce administrative waste, simplify payer-provider interactions, deliver more

Description: Palantir (Nasdaq: PLTR) stock has lost 10% in the last 5 days after fading AI enthusiasm and negativity surrounding insider sales have caught up with a premium valuation. There is a noticeable shift in retail investor sentiment on Reddit, X, and elsewhere as users shift from cautiously optimistic, to exhausted. It’s not just Palantir. Other AI ... Even Winning Investors Are Tired of PLTR Stock

Description: Oracle, Costco and Cisco lead today's Zacks Research Daily, with micro-caps UHT and NEN adding income and deep-value angles to the mix.

Description: In recent weeks, Marshall Browning Hospital announced it will transition from its legacy electronic health record system to Oracle Health CommunityWorks solutions and adopt Oracle Health Clinical AI Agent, aiming to streamline workflows, reduce administrative burdens, and elevate patient care in its rural setting. This move underscores Oracle's expanding footprint in rural healthcare IT and highlights its focus on using AI-powered tools to address efficiency and connectivity challenges in...

Description: Oracle (ORCL) closed at $219.86 in the latest trading session, marking a -1.34% move from the prior day.

Description: The proceeds of the deal — which topped initial estimates by $3 billion — will be used for everything from acquisitions and capital expenditures to share buybacks, according to people with knowledge of the matter. Amazon is the world’s largest seller of rented computing, which is critical to powering artificial-intelligence systems.

Description: New analyst reports spotlight Oracle's cloud momentum, strategic partnerships and expected fiscal 2026 sales growth.

Description: Penguin Solutions, Inc. (NASDAQ:PENG) is one of the small-cap tech stocks on Wall Street’s radar. On October 29, 2025, Penguin Solutions announced the general availability of Oracle Linux OS on its Stratus ztC Endurance fault-tolerant computing platforms, enabling customers to run Oracle Database applications, including Oracle E-Business Suite, with seven nines (99.99999%) system reliability. According […]

Description: LONDON (Reuters) -Boaz Weinstein's Saba Capital Management has sold credit derivatives in recent months to lenders seeking protection on big tech names like Oracle and Microsoft due to concerns over a debt-financed AI investment frenzy, a source told Reuters.​ Banks have sought to shield their exposure to potential losses by buying credit default swaps (CDS) from the U.S. ‌hedge fund manager, known for his winning bet against the JPMorgan Chase trader dubbed the "London Whale", the person said. While the credit insurance rises in value in tandem with the perceived risk of ‌a company's default, current prices indicate those risks are still low compared to other sectors. Saba sold banks CDSs on Oracle, Microsoft, Meta, Amazon and Google parent Alphabet, said the source, who had direct knowledge of the deals.

Description: Nvidia will report its Q3 earnings after the bell on Wednesday.

Description: The AI trade is top of mind for investors with Nvidia (NVDA) reporting earnings on Wednesday, November 19. Laffer Tengler Investments CEO and chief investment officer Nancy Tengler joins Morning Brief to discuss her strategy for navigating the AI boom. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Description: Buying the S&P 500 takes the belief that today's leading companies deserve their lofty valuations.

Description: On one end of the spectrum are companies like CoreWeave Inc., the money-losing provider of computing services that is swimming in debt. Its shares plunged 26% last week, marking its worst weekly showing since its debut earlier this year, following on the prior week’s 22% decline. The stock had risen more than 400% from an April low through June and remains up nearly 90% since its March initial public offering.

Description: U.S. stocks ended mixed on Friday, with the Nasdaq ending higher after tech stocks tried to stage a rebound from the previous session's losses, while investors worried that the Federal Reserve may not go for another interest rate cut in December.

Description: It's important to consider your own investment strategy before making any decisions.

Description: Amid hype over artificial intelligence, the best AI stocks generate revenue or get a strategic edge from the fast evolving technology.

Description: Top ETFs that soared last week despite market swings included shipping (BWET), lithium miners (LITP), crypto bear (REKT), biotech (BBC) and rare earths (REMX).

Description: We recently published 10 Stocks Jim Cramer Talked About & Revealed Why He’s Critical Of OpenAI. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer talked about. Oracle Corporation (NYSE:ORCL) is one of the biggest enterprise resource planning and AI infrastructure providers in the world. It has been a frequent feature of Cramer’s morning […]

Description: Firms such as Blue Owl Capital have raised trillions in investing firepower. The artificial-intelligence build-out is a perfect match, though warning signs are flashing.

Description: Oracle Corporation (NYSE:ORCL) has seen a significant market reaction following its bold shift towards artificial intelligence (AI), resulting in a 25% drop in shares over the past month. What Happened: Oracle’s ambitious entry into the AI sector, fueled by substantial borrowing, has caused unease on Wall Street. The tech behemoth has pledged to invest hundreds of billions in the next few years on chips and data centers, primarily to bolster computing capacity for OpenAI, the creator of ChatGPT.

Description: Oracle's stock price target remains unchanged at $344.04 per share, even though the discount rate increased slightly from 8.86% to 8.91%. This consistent fair value estimate reflects both optimism for the company's AI-driven cloud growth and caution about competitive pressures and high capital expenditures. Stay tuned to learn how investors and analysts are tracking these shifting factors that shape Oracle's evolving stock narrative. Analyst Price Targets don't always capture the full story...

Description: The final full week of trading in November will bring investors key results from the biggest AI and retail names in the market.

Description: Balance sheets and cash flows are showing the strain of AI investments and forcing investors to think about companies differently.

Description: These elite growth stocks can help you build wealth for retirement.

Description: We recently published 11 Stocks on Jim Cramer’s Radar. Oracle Corp (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed. Oracle Corp (NYSE:ORCL) is another frequent feature of Cramer’s morning show. Over the past couple of weeks, the CNBC TV host has discussed the firm’s agreements with OpenAI and pointed out that he’s worried […]

Description: Banks and money managers are trading more derivatives that offer payouts if individual tech companies, known as hyperscalers, default on their debt. Demand for credit protection has more than doubled the cost of credit derivatives on Oracle Corp.’s bonds since September. Meanwhile, trading volume for credit default swaps tied to the company jumped to about $4.2 billion over the six weeks ended Nov. 7, according to Barclays Plc credit strategist Jigar Patel.

Description: Oracle Corporation (NYSE:ORCL) is among the most fantastic stocks every investor should pay attention to. On November 11, Mizuho analyst Siti Panigrahi reaffirmed his Outperform rating on the stock with a $400 price target. His update came after some weakness was seen in Oracle’s shares following CoreWeave Inc.’s (NASDAQ:CRWV) disappointing Q3 earnings report, after which the […]

Description: Investors may want to take a closer look at this AI growth stock, as its price has fallen 20% in one month.

Description: Investing.com – The S&P 500 and Nasdaq are on track to close slightly higher this week, despite significant volatility.

Description: Leaked documents reveal how much OpenAI paid Microsoft under a revenue-share agreement. They also indicate inference costs.

Description: Technology titans have high credit ratings and robust free cash flow, one strategist notes. Plus, market newsletter commentary on vendor financing, the 2026 outlook, and the S&P 50o’s technical setup.

Description: Hyperscaler deals are testing the limits of investor understanding. Moreover, investors often fail to appreciate how previous booms have played out.

Description: A complete list of all the known layoffs in tech, from Big Tech to startups, broken down by month throughout 2024.

Description: Dip-buyers stepped in for big tech stocks Friday, with shares of some mega-cap giants paring early declines. That lifted the Nasdaq composite all the way back into the green on the day. Microsoft and Nvidia were both up more than 1% by the close of trading, and Oracle was up 2.

Description: The investment will be made through 2027, Google said in a statement Friday.

Description: US equity indexes were mixed Friday after technology stocks recovered, while persistent inflation co

Description: US stocks (^DJI, ^IXIC, ^GSPC) remain mixed ahead of Friday's market close as the market averages try to bounce back from yesterday's tech sell-off. Stephen Dover, the Franklin Templeton chief market strategist and head of Franklin Templeton Investment Institute, speaks with Myles Udland about his market perspective on AI stock volatility. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Ominous clouds gathered on Wall Street this week—and may have passed just as quickly. It’s a sign that investors aren’t ready to abandon this remarkably persistent bull market. “There is still a buy-the-dip mind-set,” says Luca Paolini, chief strategist at Pictet Asset Management.

Description: (Reuters) -Oracle bonds have taken a hit in recent days following a report that the cloud and artificial intelligence service provider plans to add another $38 billion to its heavy debt load to fund its AI infrastructure, according ​to analysts and investors. With roughly $104 billion in ‌debt outstanding, including $18 billion in bonds, the company is spending more than it earns from operations as it bets on future profits through contracts with startups such as OpenAI. "What'‌s interesting is most of the (major tech) companies are trying to sustain their (stock) buyback programs at the same time that they're spending on capex currently and to do that, they're actually borrowing and so they're using debt," said Lisa Shalett, chief investment officer of Morgan Stanley Wealth Management.

Description: Amid hype over artificial intelligence, the best AI stocks generate revenue or get a strategic edge from the fast evolving technology.

Description: We explore the AI trade outlook and feature three ETFs.

Description: The tech stock selloff flipped into rally mode on Friday as Wall Street finally stepped in to buy the dip. The Nasdaq Composite rallied 0.8%. The Dow was down 108 points, or 0.2%, after dropping more than 500 points earlier in the day.

Description: Meta (META), Alphabet (GOOG, GOOGL), and Oracle (ORCL) are among the companies funding artificial intelligence (AI) spending through corporate bond sales. Robinhood chief investment officer Stephanie Guild, Yahoo Finance Senior Reporter Ines Ferré, and Yahoo Finance Senior Reporter Brooke DiPalma examine whether the trend signals the existence of an AI bubble. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: Nvidia and its AI partners saw their stocks surge on Monday after the chip giant announced plans to invest $100 billion in OpenAI.

Description: Oracle has corrected significantly, and some analysts believe now's the right time to buy the dip. Should you do it?

Description: Exploring three top energy stocks to buy now to ride the AI-driven boom: Talen Energy Corporation (TLN), MasTec, Inc. (MTZ), and Constellation Energy (CEG).

Description: An artificial intelligence sell-off could happen fast and has already begun. Here's how to get in on the fun and make money by shorting the AI industry.

Description: Oracle has been hit harder than big tech rivals in the recent sell-off of tech stocks and bonds, as its vast borrowing to fund a pivot to artificial...

Description: After popular investor and hedge fund manager Michael Burry warned a bubble is forming in the artificial intelligence (AI) sector, an AI entrepreneur has warned that the crypto market has entered a "casino reality." Burry, popular for shorting the housing market bubble collapse in ...

Description: A prominent technology analyst has slammed Oracle Corp.'s (NYSE:ORCL) high-profile AI strategy, labeling it “bad behavior” and an “irresponsible investment” that relies on speculative demand, unlike the “healthy” and established customer-driven AI ...

Description: Stocks on Wall Street slumped on Thursday as worries about high valuations of artificial intelligence (AI) businesses returned and amid doubts about US interest rate cuts.

Description: Big tech stocks are overvalued. The charts can tell us more about when that might start to matter.

Description: Investors hoping for a rebound from CoreWeave stock and shares of other data-center companies will have to wait at least another day. CoreWeave had 8.3% after a 3.4% drop on Wednesday and a 16% tumble on Tuesday. The slide begane after CoreWeave reported that a third-party data-center developer was behind schedule in an otherwise strong earnings report on Monday afternoon.

Description: Oracle stock has given back all the gains from the cloud computing group’s “ Nvidia Moment” as investors grow increasingly cautious over investments linked to the artificial intelligence boom. When Oracle reported earnings in September, the results included a massive revenue forecast. One of its biggest commitments is a reported $300 billion agreement to buy computing power for Oracle, and that deal represented around 65% of its so-called “RPO” forecast that sent the stock soaring in early September.

Description: AMD stock has more than doubled in the past year and remains a top investment due to its widening AI moat.

Description: Michael Burry shut down his hedge fund shortly after disclosing his massive short position. Is he already bracing for a crash?

Description: A number of stocks fell in the afternoon session after investors showed signs of fatigue with the AI-led rally, rotating out of high-valuation growth names.

Description: NEW YORK, November 13, 2025--Lagrange Labs today announced it has joined the Oracle Partner Network to build verifiable AI use cases on Oracle Cloud Infrastructure (OCI) sovereign and mission-cloud solutions. Through this collaboration, Lagrange is extending DeepProve, its flagship cryptographic verification platform, into OCI's high-assurance environments designed specifically for defense, aerospace, and government agencies.

Description: We recently published Jim Cramer Discussed These 25 Stocks In An Important Show About AI Spending. Oracle Corp (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed. Cramer and co-host David Faber spent quite some time discussing Oracle Corp (NYSE:ORCL) on the show. The firm is a key player in the ecosystem as it […]

Description: We recently published Jim Cramer Discussed These 25 Stocks In An Important Show About AI Spending. Cummins Inc. (NYSE:CMI) is one of the stocks Jim Cramer recently discussed. Cummins Inc. (NYSE:CMI) is one of the biggest industrial machinery companies in the world. Cramer has discussed the firm several times over the past couple of months […]

Description: Amid hype over artificial intelligence, the best AI stocks generate revenue or get a strategic edge from the fast evolving technology.

Description: Shares of Microsoft (NASDAQ:MSFT) gained 1.27% over the past five trading sessions after losing 4.30% the five prior. That brings MSFT’s year-to-date gain to 22.17%, including a more than 44% gain since its year-to-date low on April 8. When the Magnificent Seven member reported Q3 earnings on Oct. 29, shares fell despite beating on EPS ... Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year

Description: Transatel, an NTT company and global pioneer in cellular IoT connectivity, has selected Oracle Communications' cloud native 5G signaling core to advance its next-generation connectivity services. Leveraging its partnerships with over 300 international mobile carriers, Transatel plans to implement key components of Oracle's 5G Standalone (SA) core, enhancing secure, scalable, and reliable connectivity for millions of IoT devices. This includes mission critical applications for connected vehicles,

Description: Despite recent weakness, Wall Street says the selloff may have gone too far.

Description: Investors who flooded into Oracle stock just a couple of months ago may be kicking themselves these days. The figure indicated robust demand for renting artificial-intelligence servers in the cloud. If anything, that weakness is a reason to buy the stock ahead of the company’s second-quarter financial results in December, said Mizuho Securities analyst Siti Panigrahi in a research note Tuesday.

Description: Chipmaker eyes major share of AI infrastructure market as investors rally behind growth plan.

Description: Oracle is the fifth-largest cloud computing infrastructure company, and its massive backlog is gaining attention.

Description: The House looked set to approve a spending package to reopen the government. The package extends federal funding through Jan. 30 and includes full-year funds for the Agriculture Department, military construction, and the legislative branch.

Description: <body><p>STORY: Wall Street's main indexes ended mixed on Wednesday, with the Dow gaining more than two-thirds of a percent to notch another record high close, the S&P 500 ending roughly flat and the Nasdaq slipping a quarter of a percent.</p><p>Investors focused on a likely end to the longest government shutdown in U.S. history, with the House of Representatives poised to vote on a stopgap funding package. If passed, President Donald Trump is expected to sign the bill into law.</p><p>That propped up Dow stalwarts such as Goldman Sachs and UnitedHealth Group, with each gaining 3.5%.</p><p>But the Nasdaq slid again, as some tech-related heavyweights lost ground. Tesla and Amazon fell about 2%, Palantir lost about 3.5% and Oracle declined nearly 4%.</p><p>Kevin Nicholson is an investment expert at RiverFront Investment Group.</p><p>"Well, the Nasdaq has been volatile over the last couple of weeks just because you had so many companies that are chasing the AI train, and some are being successful at it, and others aren't. And, you know, the market is really concerned about the level of spending that is going towards AI for each individual company. And for some companies, it makes sense, and for others, it doesn't. And so right now, I think the market is trying to pick the winners and losers thus far as it pertains to AI."</p><p>:: AMD</p><p>Among Wednesday's winners, AMD rallied 9% after the chip designer unveiled a $100 billion data-center revenue target.</p><p>:: File</p><p>And Cisco Systems, up 3% at the close, soared higher in extended trading after the company raised its forecast for full-year profit and revenue, banking on multi-billion-dollar data center expansions.</p></body>

Description: Analyzing First Eagle's Third Quarter 2025 Portfolio Adjustments

Description: The Republican-led House was set to approve a spending package that reopens the government after a record-long shutdown. The package extends funding for the federal government through Jan. 30 and includes full-year funding for the Agriculture Department, military construction and the legislative branch. European stocks finished at fresh all-time highs, powered by the banking sector, which was long the region's Achilles heel.

Description: The parallels run deeper than you think between the Japanese investing conglomerate and America's Team.

Description: Financial markets may be whispering a warning. While U.S. stocks continued their November rebound Wednesday, appearing poised to ride strong third-quarter corporate profits and optimism over the federal government shutdown into the end of the year, Citi analysts see a mixed picture. The analysts, led by Richard Schlatter, see an increasing gap between the risk premiums implied by equities and those in the credit markets.

Description: Investors who flooded into Oracle stock just a couple of months ago may be kicking themselves these days. The figure indicated robust demand for renting artificial-intelligence servers in the cloud. If anything, that weakness is a reason to buy the stock ahead of the company’s second-quarter financial results in December, said Mizuho Securities analyst Siti Panigrahi in a research note Tuesday.

Description: <body><p>STORY: Shares of AMD rose as much as nine percent Wednesday morning after the chipmaker unveiled a bold $100 billion annual data-center revenue target.</p><p>AMD plans to claim a larger slice of the booming artificial intelligence market dominated by Nvidia.</p><p>The company was set to add about $30 billion to its market value if the gains hold, a day after it laid out its three- to five-year goals such as more than tripling its earnings at its first analyst day in three years.</p><p>AMD CEO Lisa Su told analysts that the market for data-center chips could swell to $1 trillion by 2030.</p><p>The growth highlights how the scramble for advanced AI has set off an infrastructure race and record spending by U.S. tech giants.</p><p>Several analysts say AMD's targets are attainable, citing major tie-ups with OpenAI and Oracle that could generate tens of billions of dollars in sales and hints of ongoing talks with other top hyperscalers.</p><p>Larger rival Nvidia gave a far more bullish estimate of $3 trillion to $4 trillion in AI infrastructure spending by the end of the decade.</p><p>AMD shares have doubled so far this year. </p></body>

Description: Advanced Micro Devices (AMD) CEO Lisa Su said that the AI data center market could be worth up to $1 trillion by 2030 at the chipmaker's Financial Analyst Day on Tuesday. How is the massive expansion in debt to fund these data center projects seeping into the fixed-income market (^TYX, ^TNX, ^FVX)? TCW Chief Investment Officer and generalist portfolio manager in Fixed Income Group Bryan Whalen comes on Market Catalysts to talk more about these multibillion-dollar investments into building out artificial intelligence infrastructure, whether the space may be growing too fast, and how the bond market is perceiving possible risks. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Shares of computer processor maker AMD (NASDAQ:AMD) jumped 8.2% in the morning session after investors reacted to a series of highly bullish long-term financial targets and market projections unveiled by CEO Lisa Su at the company's Financial Analyst Day.

Description: The popular investor of Big Short fame has accused the social media giant of accounting jugglery.

Description: Intel's absence from OpenAI's vendor list reflects more than just technical shortcomings. It's a Silicon Valley soap opera

Description: The company still needs a few big deals to move toward its ambition of a double-digit share of the AI data-center market.

Description: Anthropic plans to invest $50bn in building artificial intelligence infrastructure in the US over the coming years, as the start-up races to...

Description: Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index continued its rally in the third quarter, ending the year-to-date returns at 13.7%. During this period, growth and momentum were key contributors to the […]

Description: ServiceNow's strong workflow demand and expanding AI partnerships fuel growth, but valuation and macro headwinds keep investors cautious.

Description: Oracle surges 44.5% in 2025 on explosive cloud momentum, but lofty valuation raises caution amid fierce competition from Amazon, Microsoft and Alphabet.

Description: Generative artificial-intelligence services require massive data centers and state-of-the-art chips and server racks that don’t come together quickly. Nvidia lost 7% last week and slipped another 3% on Tuesday—leaving it well shy of its $5 trillion market-cap milestone last month. Meta Platforms has shed nearly 17% since its solid third-quarter report two weeks ago that included another plan for blowout capital spending.

Description: The Senate late Monday approved a spending package to end the government shutdown. It now moves to the GOP-controlled House for a final vote as soon as Wednesday and then to President Trump’s desk. House Republicans are expected to back the bill, which has the White House’s blessing.

Description: The MLP is historically cheap with big growth opportunities ahead.

Description: Founder Masayoshi Son has been unwinding positions to pay for a plethora of AI projects, from Stargate data centers with OpenAI and Oracle Corp. to robot manufacturing sites in the US. The Nvidia exit coincides with a growing debate about whether spending by big tech firms like Meta Platforms Inc. and Alphabet Inc. — expected to surpass $1 trillion in coming years — will produce commensurate returns.

Description: AMD says its data center revenue will grow as much as 60% over the next three to five years.

Description: Oracle (ORCL) reached $236.15 at the closing of the latest trading day, reflecting a -1.94% change compared to its last close.

Description: LightPath Technologies (LPTH) delivered earnings and revenue surprises of +16.67% and +26.75%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: The Dow Jones Industrial Average hit an all-time high Tuesday as the US government shutdown appeared

Description: A number of stocks jumped in the afternoon session after the market experienced a sharp sector rotation, as investors fled growth-oriented technology stocks and piled into value-oriented names amid growing valuation concerns. This divergence was stark: the tech-heavy Nasdaq struggled, losing 0.2%, while the Dow rallied. This shift away from tech was triggered by a series of negative catalysts in the AI sector. AI cloud provider CoreWeave slid on disappointing guidance, while chip darling Nvidia

Description: A number of stocks jumped in the afternoon session after the market experienced a sharp sector rotation, as investors fled growth-oriented technology stocks and piled into value-oriented names amid growing valuation concerns. This divergence was stark: the tech-heavy Nasdaq struggled, losing 0.2%, while the Dow rallied. This shift away from tech was triggered by a series of negative catalysts in the AI sector. AI cloud provider CoreWeave slid on disappointing guidance, while chip darling Nvidia

Description: A number of stocks jumped in the afternoon session after the market experienced a sharp sector rotation, as investors fled growth-oriented technology stocks and piled into value-oriented names amid growing valuation concerns.

Description: A number of stocks jumped in the afternoon session after the market experienced a sharp sector rotation, as investors fled growth-oriented technology stocks and piled into value-oriented names amid growing valuation concerns.

Description: A number of stocks jumped in the afternoon session after the market experienced a sharp sector rotation, as investors fled growth-oriented technology stocks and piled into value-oriented names amid growing valuation concerns.

Description: A number of stocks jumped in the afternoon session after the market experienced a sharp sector rotation, as investors fled growth-oriented technology stocks and piled into value-oriented names amid growing valuation concerns.

Description: A number of stocks jumped in the afternoon session after the market experienced a sharp sector rotation, as investors fled growth-oriented technology stocks and piled into value-oriented names amid growing valuation concerns.

Description: Novel approaches to financing in the OpenAI, Meta and xAI deals show the risks and rewards of the AI frenzy.

Description: AMD CEO Lisa Su says the total addressable market for AI data centers will hit $1 trillion by 2030.

Description: Investing.com -- Advanced Micro Devices Inc. expects its annual revenue to grow by more than 35% on average over the next three to five years, driven by strong demand for its data center products.

Description: Investing.com -- Oracle (NYSE: ORCL) shares fell around 3% after CoreWeave’s (NASDAQ: CRWV) third-quarter earnings disappointed investors, but Mizuho analysts believe the weakness is “largely unwarranted” and presents “a buying opportunity” for Oracle ahead of its fiscal second-quarter results in December.

Description: Nvidia's (NVDA) stock was tumbling Tuesday as SoftBank Group sold its entire stake in the chipmaker,

Description: CEO David Ellison offered workers an ultimatum in September: Come back to work or find a new job.

Description: ORCL's 44.5% YTD surge rides on booming cloud growth, but lofty valuations raise questions on whether it's time to buy or simply hold.

Description: This was the best single-day of trading on the Nasdaq since May, led by chipmakers generally and the AI infrastructure trade more specifically.

Description: Exploring the Strategic Moves of a Renowned Value Investor

Description: Nancy Tengler shares her market outlook and favorite stocks.

Description: About 64,000 workers at the company — or 40% of Oracle’s workforce — are overseen by 81-year-old Ellison, who also remains the company’s chief technology officer. Ellison now manages finance, a closely watched division as Oracle undergoes a historic data center build-out.

Description: Investing.com -- Michael Burry, the investor known for predicting the 2008 housing crisis, has raised concerns about major tech companies potentially understating depreciation by extending the useful life of computing assets.

Description: MDB and ORCL are racing to dominate AI-driven data infrastructure, each leveraging distinct architectures and cloud strategies to capture enterprise growth.

Description: MSFT's 17.9% YTD gain masks valuation concerns and capacity constraints. Strong fundamentals support holding, but new investors should wait for a pullback.

Description: Bank of America just issued research that points to a potentially troubling shift in how major tech companies fund their artificial intelligence (AI) ambitions. It noted borrowing for AI data centers exploded higher in September and October, with firms like Meta Platforms (NASDAQ:META), Oracle (NYSE:ORCL), and others issuing $75 billion in bonds and loans — more ... Bank of America Just Issued a Stark Warning: The AI Boom Is Hitting a Cash Crunch

Description: Bloom Energy has emerged as a potential solution to a vexing power problem.

Description: Investing.com -- The Nasdaq suffered its worst week since April, dropping 3% as mega-cap tech and AI-linked stocks led declines. But according to Sevens Report Research, “nothing new” has gone wrong with the AI story.

Description: Baraga County Memorial Hospital (BCMH) will deploy Oracle Health CommunityWorks solutions and expand its use of Oracle Health Clinical AI Agent to align and integrate systems across its organization, streamline workflows for clinicians and staff, reduce administrative tasks, and enhance patient care. It also will adopt Oracle Health Seamless Exchange to aggregate, cleanse, and normalize patient data from trusted external sources to create comprehensive patient histories.

Description: The wireless carrier filed for a five-part bond sale, earlier in the day, without disclosing a size.⁠ Initial price ‌discussions for the longest portion of the deal, a 40-year bond, ‍are about 1.6 percentage points above Treasuries, the report said. Verizon did not immediately respond to a Reuters ​request for comment. It is looking to close its deal for the fiber-optic internet provider early next year, after receiving regulatory ⁠approval in May upon agreeing to ​end its diversity programs.

Description: CRM trades at a steep discount to software peers, but slowing growth and shifting IT budgets temper near-term optimism.

Description: Focus on companies benefiting from a dramatic increase in AI infrastructure demand.

Description: Amid hype over artificial intelligence, the best AI stocks generate revenue or get a strategic edge from the fast evolving technology.

Description: Skepticism around sky-high tech valuations and a continued dearth of economic data set up the week for investors.

Description: Investing.com -- Artificial intelligence is consuming capital faster than investors can recalibrate. Bank of America now sees global hyperscale spending rising 67% in 2025 and another 31% in 2026, with total outlays climbing to $611 billion. That is a $145 billion increase in just one month’s estimates.

Description: Investors are getting an incredible deal on this AI infrastructure stock that could turn out to be a multibagger in the long run.

Description: A rough week for tech stocks might signal a loss of investor confidence in artificial intelligence.

Description: We recently published 10 Best AI Stocks to Buy According to American Politicians. Oracle Corp (NYSE:ORCL) is one of the best AI stocks to buy. Congressman Michael T. McCaul’s spouse bought Oracle Corp (NYSE:ORCL) shares worth between $1,000 and $1,5000 on Sept. 11, according to his disclosures made in October. The stock is down 15% […]

Description: KeyBanc Capital Markets managing director and equity research analyst Jackson Ader joins Market Domination Overtime to take a closer look at software stocks, highlighting his investment thesis behind three names for which his firm has Overweight ratings. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Tech stocks fell late Friday afternoon with the Technology Select Sector SPDR Fund (XLK) declining 0

Description: Maybe it was an excuse to take profits. Maybe investors realized that Palantir stock was too expensive at 248 times 12-month forward earnings. It’s time for everything else to shine for a while.

Description: Sumitomo Mitsui Banking ‌Corp, BNP Paribas SA, Goldman Sachs Group, and Mitsubishi UFJ Financial Group are administrative agents on the deal, the report said, citing people with knowledge of the matter. The four lead banks ⁠have enlisted other banks ‌and will now sell the debt to additional banks and institutional investors through a retail syndication process, ‍with commitments expected by late November, according to the report.

Description: Advanced Micro Devices (NASDAQ:AMD) recently reported strong third-quarter results, with revenue hitting $9.2 billion, up 36% year-over-year, and beating Wall Street’s $8.7 billion estimate. Adjusted earnings of $1.20 per share also topped the $1.16 consensus, while the company raised its Q4 guidance to $9.6 billion. Despite this beat-and-raise performance, AMD’s stock has declined 9% in ... AMD Keeps Falling After Beat-and-Raise Q3. Should You Buy?

Description: Sumitomo Mitsui Banking Corp, BNP Paribas SA, Goldman Sachs Group Inc. and Mitsubishi UFJ Financial Group are administrative agents on the deal, according to people with knowledge of the matter, who asked not to be named discussing a private transaction. The quartet has brought other banks into the fold, and will now sell the debt to additional banks and institutional investors in what’s called a retail syndication, with commitments due in late November, the people added.

Description: Hefty valuations for AI-related stocks are raising some eyebrows on Wall Street. DA Davidson's head of technology research, Gil Luria, divides investors' AI plays into two categories: companies that are "responsibly" building AI compute based on "real demand" and others that are using "very expensive debt" and "related party transactions" to finance speculative AI infrastructure. Luria places Nvidia (NVDA), Microsoft (MSFT), Alphabet (GOOG, GOOGL), and other Big Tech companies in the first category, while Oracle (ORCL), Oklo (OKLO), Broadcom (AVGO), and more are part of the "speculative" group. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: The Wall Street Journal reported that $300 billion of the increase was a single contract with artificial-intelligence start-up OpenAI, a company that has quickly rising revenue, but also significant losses. Early Friday, Oracle stock was down 4.5% to $232.74, leaving shares down 3.6% since the earnings call.

Description: The boom-bust cycle that's caused a pullback in cryptocurrencies and precious metals recently is coming for AI stocks, according to BCA Research analysts, and they have an idea how you can play it.

Description: 24th Cancer Center Informatics Society Symposium -- Oracle Health and Life Sciences and the Cancer Center Informatics Society (Ci4CC), a nonprofit uniting cancer centers, researchers, and industry innovators, are collaborating to advance AI innovation in oncology care and research.

Description: The development coincides with Oracle Health's launch of its EHR, featuring AI capabilities to advance clinical workflows.

Description: Oracle is rapidly expanding its cloud infrastructure.

Description: An easing of US-China trade tensions and strong company earnings boosted markets, despite AI bubble fears.

Description: Nvidia and other tech stocks took a hit on Thursday as a Trump administration official said the AI industry would get "no federal bailout."

Description: AMD's stellar Q3 results, upgraded outlook, and major AI deals with OpenAI and Oracle highlight growth momentum but raise valuation concerns.

Description: MDB's Atlas drives subscription gains, but rising infrastructure demands may test its margin resilience.

Description: The Japanese conglomerate’s billionaire founder, Masayoshi Son, has been studying Marvell as a possible target on and off for years, according to the people. It’s part of his efforts to bet on hardware that can benefit from the artificial intelligence boom.

Description: Shares of Microsoft (NASDAQ:MSFT) lost 4.30% over the past five trading sessions after gaining 0.87% the five prior. That brings MSFT’s year-to-date gain to 21.26%, including a more than 43% gain since its year-to-date low on April 8. When the Magnificent Seven member reported Q3 earnings on Oct. 29, shares fell despite beating on EPS ... Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year

Description: Oracle is leaping into the AI spotlight with its new AI Data Platform. Is ORCL stock a buy?

Description: The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor. Access today's NYSE Pre-market update for market insights before trading begins.

Description: Nvidia and Oracle's DOE-backed AI supercomputer project fuels optimism for tech ETFs, like TRFK and XLK, poised to ride the next wave of AI growth.

Description: Market opportunities include integrating AI and intelligent automation in low-code platforms, fostering data access across sources, enabling both developers and non-coders, and supporting app modernization. These platforms cater to enterprise IT needs and guide organizations in selecting scalable, future-ready partners.Dublin, Nov. 06, 2025 (GLOBE NEWSWIRE) -- The "Low-Code Platforms: Competitive Landscape Assessment" report has been added to ResearchAndMarkets.com's offering.Analysis of leading

Description: CereCore®, a leading provider of healthcare IT services, today announced it has joined Oracle's enhanced partner program. For more than 40 years, Oracle has been working closely with partners to help drive joint customer success and business momentum. By joining Oracle's partner program, CereCore has the opportunity to enhance Oracle-related knowledge in delivering specialized support, application management, optimization, and IT infrastructure services to healthcare organizations using Oracle H

Description: I-care, a global leader in predictive maintenance, today announced that it has joined Oracle's enhanced partner program. For more than 40 years, Oracle has been working closely with partners to help drive joint customer success and business momentum. By joining OPN, I-care has the opportunity to establish Oracle-related knowledge in delivering predictive maintenance services for joint customers.

Description: Several rivals are breathing down AWS' neck. But Amazon's cloud unit remains No. 1.

Description: Amazon secures a $38B OpenAI deal, reigniting AWS momentum and signaling fresh AI-driven growth across its business.

Description: The main market opportunities lie in integrating generative AI and AI agents with cloud services, enhancing hybrid/multi-cloud management, and fostering robust developer ecosystems. Vendors focusing on these areas can meet enterprise needs for agility, security, and cost efficiency in application modernization.Dublin, Nov. 06, 2025 (GLOBE NEWSWIRE) -- The "Enterprise Platform-as-a-Service Solutions: Competitive Landscape Assessment" report has been added to ResearchAndMarkets.com's offering.Anal

Description: Advanced Micro, Oracle, NVIDIA, AMDL and Meta have been highlighted in this Investment Ideas article.

Description: The Nasdaq Composite rose Wednesday as technology stocks rebounded following a rout in the previous

Description: DALLAS, November 05, 2025--Energy Transfer LP (NYSE:ET) ("Energy Transfer" or the "Partnership") today reported financial results for the quarter ended September 30, 2025.

Description: (Reuters) -Financial software maker OneStream is exploring strategic options including a possible sale, less than 18 months after its ​stock market debut, according to three people familiar with the matter. OneStream has been working with investment ‌bankers at JPMorgan Chase on its options, the sources said, noting that deliberations are at an early stage and there is no ‌guarantee of any transaction involving the company. Private equity firms including Blackstone and Hg are among the names that the sources said have been studying possible bids for OneStream in recent weeks.

Description: Major technology stocks were advancing Wednesday following a rout in the previous session that was t

Description: The deal involves selling around $120 million worth of employee shares and would value them at a 30% premium ⁠to an equity ‌funding round Crusoe announced just weeks ago, the report said, citing people familiar ‍with the matter. The Denver-⁠based company, which was involved ​in building OpenAI's first ​big data centre in the U.S., has raised about $3.9 billion since ‍its inception ⁠in 2018. The first phase of its 1.2 gigawatt data center campus in Abilene, Texas, ⁠was live just one year after construction began, it had ‌announced in September.

Description: Cloud infrastructure services are swiftly becoming a hot commodity in the world of artificial intelligence (AI) infrastructure.

Description: Company targets 16% revenue growth as AI partnerships and data centers drive expansion

Description: Wall Street Regains Footing as AMD, Micron Rally; Palantir's Pain Deepens

Description: Advanced Micro Devices' Q3 revenues jump 35.6% year over year, powered by booming Data Center demand and strong Client and Gaming growth.

Description: AMZN's $38B OpenAI deal signals AWS revival. With 20% cloud growth and AI momentum building, the stock offers compelling upside for investors in 2025.

Description: AMD's Q3 beat & AI supercomputer deals signal strong growth, but Amazon's exit makes investment in diversified ETFs like SOXX and IGPT a smart move.

Description: Shares of Oracle (NYSE: ORCL) fell 11% this past week, sliding to $245.01 as retail investors and options traders have grown wary after a months long run in AI stocks. Options traders across social platforms like Reddit, and X are leading the sentiment shift lower. More than a few threads have shifted from cautiously optimistic ... Options Traders Flip Bearish as Oracle (ORCL) Falters

Description: Today, Bluehost Group, a trusted partner to millions of entrepreneurs and small businesses for their online presence, announced that its adoption of Oracle Cloud Infrastructure (OCI) is delivering enterprise-grade scalability, performance, and reliability to small business customers worldwide. Additionally, Bluehost is taking advantage of OCI to expand the cloud and AI capabilities it provides to support Independent Software Vendors (ISVs) and Managed Service Providers (MSPs) building cloud-nati

Description: Oracle has once again been named a Leader in both the 2025 Gartner® Magic Quadrant for Cloud ERP for Service-Centric Enterprises and the 2025 Gartner® Magic Quadrant for Cloud ERP for Product-Centric Enterprises – positions it has held since the inception of each report. In each report, Oracle is recognized as a Leader for its "Ability to Execute" and "Completeness of Vision" for Oracle Fusion Cloud Enterprise Resource Planning (ERP).

Description: LAS VEGAS, November 05, 2025--Rimini Street, Inc. (Nasdaq: RMNI), a global provider of end-to-end enterprise software support, managed services and Agentic AI ERP innovation solutions, and the leading third-party support provider for Oracle, SAP and VMware software, today announced the following upcoming 2025 Investor Events Schedule.

Description: Comments from Wall Street CEOs reflecting concerns over tech valuations, which sit firmly north of their five-year averages, were tied to Tuesday’s selloff, as was a Securities and Exchange Commission filing that unveiled bets against two highflying AI stocks— Palantir and Nvidia —by famed investor Michael Burry. Tech’s overwhelming dominance of the S&P 500, where the top 10 stocks in the market comprise around 40% of its market value, and crucially a third of its collective earnings, exaggerates the ongoing pullback. Robert Edwards, chief investment officer at Edwards Asset Management in Naples, Fla., sees the current pullback as “a brief breather” that will be shortly reversed by a combination of “strong earnings and a Federal Reserve in full-on dove mode.”

Description: Oracle has outperformed the broader market over the past year, and analysts are cautiously optimistic about the stock’s prospects.

Description: NEW YORK, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Nuvini Group Limited (Nasdaq: NVNI) (“Nuvini” or the “Company”), a global SaaS consolidator that acquires and operates profitable B2B software businesses, today announced the release of its Capital Markets Update and accompanying management transcript. Key Highlights from the Capital Markets Update USD Reporting Transition: Led by CFO Roberto Otero, Nuvini will report all financial metrics in U.S. dollars (USD) to enhance transparency and comparability

Description: (Reuters) -Ceres Power surged over 23% on Wednesday after the British clean-energy technology developer announced a licensing ​deal with its largest Chinese shareholder to help power data centres. The move ‌added momentum to a stock already buoyed by growing investor interest in energy companies supporting the AI infrastructure ‌buildout, a theme that has driven sharp gains across the sector. Ceres, often compared by analysts to U.S.-listed Bloom Energy - whose shares have jumped 480% this year thanks to a deal with Oracle - has historically focused ⁠on Asian markets.

Description: AMD Falls as Profit-Taking Hits After Explosive AI Partnerships with OpenAI and Oracle

Description: A new regulatory filing shows that billionaire investor Michael Burry's hedge fund Scion Asset Management purchased five million put options on Palantir Technologies, Inc. (NASDAQ:PLTR) and one million put options on NVIDIA Corp. (NASDAQ:NVDA), among ...

Description: No other company currently in the S&P 500 has hit a $490 billion valuation as quickly and with as little in sales.

Description: Oracle (ORCL) concluded the recent trading session at $248.15, signifying a -3.76% move from its prior day's close.

Description: AMD reported its Q3 earnings after the bell on Tuesday.

Description: SANTA CLARA, Calif., Nov. 04, 2025 (GLOBE NEWSWIRE) -- AMD (NASDAQ:AMD) today announced financial results for the third quarter of 2025. Third quarter revenue was a record $9.2 billion, gross margin was 52%, operating income was $1.3 billion, net income was $1.2 billion and diluted earnings per share was $0.75. On a non-GAAP(*) basis, gross margin was 54%, operating income was $2.2 billion, net income was $2 billion and diluted earnings per share was $1.20. Our third quarter results did not incl

Description: The #2 in the GPU duopoly is finally getting recognized as the alternative solution for accelerated computing

Description: LAS VEGAS, November 04, 2025--Rimini Street, Inc. (Nasdaq: RMNI), a global provider of end-to-end enterprise software support, managed services and Agentic AI ERP innovation solutions, and the leading third-party support provider for Oracle, SAP and VMware software, today announced the findings of the 2025 Database Strategies and Support Survey – The Diversification and Decentralization Revolution, a global study conducted by Unisphere Research of more than 200 Oracle Database managers and pract

Description: A number of stocks fell in the morning session after markets became increasingly wary of high valuations following a significant AI-driven rally.

Description: OpenAI signed a $38 billion cloud deal with Amazon Web Services.

Description: Oracle Stock Could Skyrocket on Surging Cloud Backlog and AI Partnerships

Description: The Low Code Application Platform (LCAP) market in 2025 continues to deliver measurable ROI through faster development cycles, reduced technical debt, and improved governance. As organizations scale digital transformation initiatives, LCAP platforms drive tangible value by accelerating deployment timelines and reducing dependence on scarce technical resources.

Description: Atheer, a leader in the Frontline Execution Platform market, today announced the appointment of Srikanth Nandula as its new Chief Technology Officer (CTO). In this role, Nandula will oversee Atheer's global technology vision, product innovation, and engineering strategy—accelerating the company's mission to digitize and transform frontline execution for regulated industries.

Description: Oracle (ORCL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Description: SAN JOSE, Calif., November 04, 2025--MetricStream ranks #12 in the Chartis RiskTech100® 2026 Report and is named a category leader in Enterprise GRC and Audit.

Description: Azure-OCI interconnect drives record RPO and expansion plans

Description: The $38 billion deal with Amazon is somehow small potatoes compared to some of OpenAI's other gigantic agreements.

Description: International hospitality and real estate company, PPHE Hotel Group, has chosen the Oracle OPERA Cloud hospitality platform as its global property management system (PMS). By implementing the PMS across 18 properties with 5,200 rooms in the UK, the Netherlands, and Italy, PPHE can standardize its business processes, optimize operational performance, and deliver exceptional guest experiences.

Description: American Binary (Ambit Inc.), a U.S. technology company pioneering post-quantum cryptography (PQC) solutions, today announced its partnership with Oracle centered around its PQC enterprise VPN, Ambit Client, hosted on Oracle Cloud Infrastructure (OCI). The collaboration enables government and commercial organizations to safeguard sensitive data and communications against both classical and quantum cyber threats.

Description: The decline comes amid signs of over exuberance in major tech stocks and investor angst about increased AI spending.

Description: Shares of Amazon closed at a new all-time high after the cloud company reached a $38 billion multi-year deal with OpenAI. The deal, which marks the first partnership between the two companies, is still tiny compared to those OpenAI has signed with other cloud leaders, including a $300 billion deal with Oracle and a $250 billion commitment to Microsoft. Amazon stock was up 4% Monday.

Description: OpenAI and Amazon.com have reached a $38 billion agreement for Amazon Web Services to provide infrastructure for the ChatGPT maker’s artificial-intelligence workloads. The partnership will begin immediately and covers the next seven years, Amazon announced Monday. Amazon stock closed up 4% Monday.

Description: AMD to report Q3 earnings after the bell Tuesday.

Description: One of the many great scenes in The Big Short, which fictionalizes famed investor Michael Burry’s bet against the U.S. housing market, involves a tower of wooden blocks. During a client pitch, a trader illustrating the risk of collateralized debt obligations unveils a Jenga tower that represents the mortgage bonds stuffed inside a CDO. A lot of skeptical investors are waiting for a similar implosion of the artificial-intelligence investment boom.

Description: The latest Market Minute has some of the top stories Wall Street is watching on Monday, Nov. 3. The Trump administration says it will partially fund SNAP payments following rulings from two separate federal judges. OPEC+ will increase production in December. Guggenheim is calling Oracle (ORCL) a "decade stock." Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

Description: VetsInTech, the leading national non-profit organization dedicated to supporting veterans through tech-based initiatives in education, employment, and entrepreneurship, announced its 11th Annual Fall Gala, scheduled for Friday, November 7, starting at 6:00 pm PT. The in-person event will honor Veterans Day and raise funds for educational scholarships for veterans and military spouses to launch careers and companies in technology.

Description: Guggenheim says Oracle's AI build-out could define the next decade — if it can manage the spending and execution risks.

Description: OpenAI isn't done securing the AI infrastructure it needs to rapidly scale agentic workloads. The ChatGPT maker on Monday said it has reached a deal with Amazon to buy $38 billion in cloud computing services over the next seven years.

Description: WASHINGTON (Reuters) -Google owner Alphabet is tapping the U.S. dollar and euro debt markets in a multi-tranche senior unsecured notes offering. The digital media and tech giant will use the proceeds from the note sale for general corporate purposes, including the potential repayment of a portion of its outstanding debt, according to a Monday report by Moody's Ratings. Alphabet last took out fresh debt in April, tapping the euro debt market for 6.75 billion euros ($7.87 billion) for the first time.

Description: Amazon announced a multi-year $38 billion deal with OpenAI that would allow the ChatGPT developer to access hundreds of thousands of Nvidia's AI chips through its cloud computing infrastructure.

Description: Desai will succeed Dev Ittycheria, who is stepping down after more than 11 years leading the company. Shares of MongoDB rose 5% following the announcement. Desai, a veteran technology executive with over 25 years of experience, previously also held senior roles at ServiceNow, EMC, Symantec and Oracle.

Description: The tech giant said it is the first company granted an export license by the Trump administration’s Commerce Department to ship AI chips to the U.A.E.

Description: Wall Street Goes All-In on AMD as Critical AI Earnings Showdown Nears

Description: The S&P’s main gauge tracking clean energy is up about 50% this year; the MSCI World Index has gained less than 20% in the same period. Much of that development is pegged to a near-insatiable demand for energy to power the data centers feeding artificial intelligence. For investors, those factors have outweighed Trump’s attacks on what he often calls the “green scam.”

Description: Seasoned finance executive brings public company, capital markets and transaction experience to support next phase of growthSARATOGA, Calif., Nov. 03, 2025 (GLOBE NEWSWIRE) -- CapsoVision, Inc. (NASDAQ: CV), a commercial-stage medical technology company developing advanced imaging and AI-enabled capsule endoscopy solutions, today announced the appointment of David Garcia as Senior Vice President of Finance, effective November 3, 2025. Mr. Garcia brings more than 20 years of financial leadership

Description: Amid hype over artificial intelligence, the best AI stocks generate revenue or get a strategic edge from the fast evolving technology.

Description: Broadpin, a global Oracle consulting leader formed from the unification of Project Partners, PROMATIS, Quistor, and PITSS, has been named the Winner of the 2025 Oracle Global Service Partner Tech/Cloud Customer Success Award. The recognition was announced during the Oracle Partner Success Summit at Oracle AI World 2025 in Las Vegas, coinciding with Broadpin's official brand launch.

Description: These top tech stocks offer an attractive combination of growth and value.

Description: In recent days, Broadcom has drawn industry attention through its role in powering Nvidia and Oracle's newly announced supercomputer initiative for the U.S. Department of Energy, showcasing its advanced connectivity chips in high-demand AI applications. This collaboration highlights Broadcom's growing influence in AI data center infrastructure, underscoring its potential to secure long-term hardware contracts as artificial intelligence usage expands across industries. We'll examine how...

Description: Oracle Corporation (NYSE:ORCL) ranks among the stocks with the best earnings growth for the next 5 years. Following Oracle Corporation (NYSE:ORCL)’s AI World conference and Analyst Day in Las Vegas, TD Cowen maintained its Buy rating on the company and increased its price target from $375 to $400 on October 17. The firm referenced Oracle’s […]

Description: OpenAI, Oracle, and Related Digital recently announced the development of a multi-billion dollar, 250-acre AI data center campus in Saline Township, Michigan, which is set to create thousands of jobs and use advanced closed-loop cooling and green energy solutions. This development deepens Oracle's collaboration in AI infrastructure, reinforcing its role in powering large-scale AI workloads through major partnerships and sustainable technology investments. We’ll examine how Oracle’s expanding...

Description: Stargate expansion brings eco-friendly data centers and fresh jobs

Description: Oracle’s fair value estimate has held steady, slipping only marginally from $344.07 to $344.04, as analysts factor in modest shifts in risk and growth projections. The recent changes in the discount rate and revenue growth figures highlight both cautious optimism and acknowledgment of a changing market landscape, fueled by Oracle’s focus on AI and cloud infrastructure. As Wall Street sentiment evolves, investors should watch closely for ongoing updates that will shape the narrative around...

Description: Here's how you can cash in on AI.

Description: "I would love to tell them they could just short the stock, and I would love to see them get burned on that."

Description: A slide in Meta Platform’s shares pushed Mark Zuckerberg down the list as Amazon founder Jeff Bezos’ wealth rose. AI is the common theme.

Description: "I think the big companies are betting on it causing massive job replacement by AI, because that's where the big money is going to be."

Description: The tally of “zombie companies” in the US that aren’t earning enough to cover their interest expenses stands at the highest since early 2022, with almost 100 gaining the designation in October. The main reason: Companies that gorged on debt at near-zero interest rates in the pandemic era have since been hurt by tariffs and higher funding costs. The odds of getting much relief on either front aren’t improving, with the US signing trade deals that lock in some of the higher tariffs and the Federal Reserve signaling that it might not continue to cut rates at its December meeting.

Description: Amid hype over artificial intelligence, the best AI stocks generate revenue or get a strategic edge from the fast evolving technology.

Description: In this week's bitcoin mining news, miners are ditching hashrate for GPUs, while China and Russia flip the script and go deeper into bitcoin mining.

Description: The company is testing the math behind the artificial-intelligence buildout: How long can you increase capital expenditures out of cash flow—and what do you do when you hit the wall?

Description: The agreement highlights the strategic nature of technology alliances in the AI ecosystem.

Description: The mad scramble by Silicon Valley to build data centers for artificial intelligence is spilling over into debt markets, with a slew of public and private mega deals since September. Hyperscalers would have to spend 94% of operating cash flow to pay for their AI buildout themselves and are turning to debt investors to help defray some of that cost, according to Bank of America. Deals so far this year have raised almost as much money as all debt financings done between 2020 and 2024, the BofA research said.

Description: Investing.com -- Bank of America analyst Yuri Seliger told investors in a note this week that the surge in borrowing to fund AI data center projects in recent weeks suggests more AI supply is coming.

Description: Oracle Corp. (NYSE:ORCL) is one of the best stocks to buy according to Citadel LLC. On October 20, BMO Capital Markets analyst Keith Bachman reaffirmed his Outperform rating and unchanged price target of $355. The analyst expects Oracle’s long-term growth to be supported by its Oracle Cloud Infrastructure (OCI) and database businesses, which are expected to […]

Description: Meta raised $30 billion in debt on Thursday, as tech giants flush with cash turn to borrowing to finance the expensive race to lead in artificial intelligence.The trend toward debt is new for internet giants long accustomed to having ample cash flow to pay for what they want.

Description: Despite corporations pouring millions of dollars into new AI ventures and partnerships, the writing could be on the wall for the ever-growing AI bubble.

Description: The project is part of OpenAI and Oracle’s plan to add 4.5GW of Stargate infrastructure for AI workloads.

Description: (Reuters) -A momentous week in the technology sector made it clear there is no sign the boom in building artificial intelligence infrastructure is slowing — despite the bubble talk. Nvidia, whose processors are the AI revolution's backbone, became the first company to surpass $5 trillion in market value. Microsoft and OpenAI inked a deal enhancing the ChatGPT maker's fundraising ability and OpenAI promptly started laying groundwork for an initial public offering that could value the company at $1 trillion.

Description: Earnings preview of key companies reporting in the coming week and what to look out for.

Description: What a time it’s been for Oracle. In the past six months alone, the company’s stock price has increased by a massive 85.9%, reaching $261.58 per share. This performance may have investors wondering how to approach the situation.

Description: The development would be part of the "Stargate" artificial intelligence initiative by companies OpenAI and Oracle.

Description: Delray Beach, FL, Oct. 30, 2025 (GLOBE NEWSWIRE) -- Artificial Intelligence (AI) has become a defining force in the machinery and manufacturing sectors, reshaping how production systems are managed, optimized, and scaled. Among all digital transformation tools, the Manufacturing Execution System (MES) stands out as the central nervous system of modern manufacturing operations. When combined with AI, MES evolves from a process-monitoring tool into an intelligent decision-making engine that predic

Description: The 250-acre campus in Saline Township, Mich., is the fourth new site announced as part of a giant, $300 billion contract signed between Oracle and OpenAI.

Description: On Wednesday, Nvidia Corp. (NASDAQ:NVDA) became the world's first company to reach a $5 trillion market capitalization, overtaking both Apple Inc. (NASDAQ:AAPL) and Microsoft Corp. (NASDAQ:MSFT), as CEO Jensen Huang revealed unprecedented demand for ...

Description: We recently published 10 Stocks Moving on Buzzing News as Analyst Issues Strong Warning About AI Valuations. Oracle Corp (NYSE:ORCL) is one of the stocks moving on buzzing news. Malcolm Ethridge, managing partner at Capital Area Planning Group, said in a recent program on CNBC that he’s trimming his position in Oracle Corp (NYSE:ORCL). The […]

Description: Amazon.com (AMZN) late Thursday reported third-quarter results above Wall Street's estimates amid st

Description: The announcement made on Thursday underscores the AI industry's surging appetite for computing power, driven by the pursuit of technology capable of matching or surpassing human intelligence. Industry executives have said 1 GW of computing power, enough to power roughly 750,000 U.S. homes, can cost around $50 billion. The project is part of Oracle and OpenAI's 4.5-GW Stargate expansion and, together with six other U.S. sites, raises the infrastructure group's planned capacity to more than 8 GW and total investment to over $450 billion in the next three years.

Description: OpenAI, Oracle, and Related Digital, a vertically integrated data center development and investment platform, today announced plans to develop a data center campus with more than a gigawatt of capacity in Saline Township, Michigan. The multi-billion dollar investment in the project, which is expected to begin construction in early 2026, is part of OpenAI and Oracle's previously announced partnership to deliver 4.5 gigawatts of additional Stargate capacity.

Description: LAS VEGAS, October 30, 2025--Rimini Street, Inc. (the "Company") (Nasdaq: RMNI), a global provider of end-to-end enterprise software support, managed services and Agentic AI ERP innovation solutions, and the leading third-party support provider for Oracle, SAP and VMware software, today announced results for the fiscal third quarter ended September 30, 2025.

Description: Advanced Micro Devices gears up for Q3 results with strong data center, client and gaming growth driving a 28% revenue surge.

Description: AMD (NASDAQ:AMD) has transformed remarkably in the artificial intelligence (AI) space. Just a few years ago, the company had virtually no presence in artificial intelligence, focusing mainly on CPUs and GPUs for gaming and PCs. Under CEO Lisa Su’s leadership, Advanced Micro Devices pivoted aggressively, launching accelerators like the MI250 and MI300 series to compete ... Is This Where AMD Begins Closing the AI Gap With Nvidia?

Description: Amazon (NASDAQ:AMZN) is gearing up for massive investments in artificial intelligence (AI), with capital expenditures projected to exceed $100 billion in 2025. This surge focuses on bolstering AI capabilities, expanding Amazon Web Services (AWS), and building out data centers to handle growing computational demands. Historically, Amazon’s capex spending has followed cyclical patterns, with periods of ... Amazon’s Coming AI Cash Burn: Bullish Signal or Time to Sell?

Description: The United Arab Emirates and Saudi Arabia can boast advantages in the competition for data centers: cheap energy and deep capital pockets.

Description: Palantir Technologies Inc. (NASDAQ:PLTR) is a Must-Watch AI Stocks on Wall Street. On October 28, Citi reiterated the stock as “Neutral” and raised its price target ahead of earnings week to $190 per share from $177. The firm anticipates that Palantir will report robust Q3 results after positive channel checks across Palantir’s government and commercial businesses. “Our […]

Description: Nvidia’s shares jumped nearly 11% over the past month, adding about $500 billion in market value as it became the first company to reach a $5 trillion valuation. Chief Executive Jensen Huang this week announced $500 billion in AI chip orders and plans to build seven supercomputers for the U.S. government. Broadcom gained 17% over the past month to reach a $1.82 trillion valuation, while TSMC added 15% to $1.28 trillion and Alphabet climbed 13% to $3.32 trillion.

Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the best NASDAQ growth stocks to buy for the next 5 years. On October 14, Oracle and NVIDIA announced a deepened collaboration at Oracle AI World to support sovereign AI initiatives and accelerate government digital transformation globally. The partnership combines NVIDIA’s AI computing platforms with Oracle’s scalable cloud infrastructure (Oracle […]

Description: REDWOOD CITY, Calif., October 30, 2025--Propel Software, creator of the first product value management (PVM) platform that transforms how businesses create, market, sell, and service products, has named Zack Jha Chief Revenue Officer (CRO). Jha is responsible for leading the cross functional teams that will fuel the company’s continued growth.

Description: Advice from a famous investor of the past bolsters the investment case for AMD.

Description: We recently published 11 Stocks Jim Cramer Discussed, Including A Potential “Worst Stock Ever”. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently discussed. Oracle Corporation (NYSE:ORCL) has become one of the most important companies in today’s AI race. The firm hosts and provides computing capacity for AI software firms. The shares also […]

Description: Shares of Microsoft (NASDAQ:MSFT) gained 0.87% over the past five trading sessions after gaining 2.66% the five prior. That brings MSFT’s year-to-date gain to nearly 26%, including a more than 45% gain since its year-to-date low on April 8. When the Magnificent Seven member reported Q3 earnings on Oct. 29, shares fell despite beating on EPS ... Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year

Description: By Aditya Soni and Deborah Mary Sophia (Reuters) -Microsoft's spending on artificial intelligence infrastructure soared to a record of nearly $35 billion in the September quarter, deepening investor

Description: The AI stock hit a new all-time high in Wednesday's trading.

Description: Oracle (ORCL) closed the most recent trading day at $275.3, moving 1.97% from the previous trading session.

Description: Intento has released its 9th annual industry report, The State of Translation Automation 2025 (formerly State of Machine Translation).

Description: Nvidia became the first company to hit $5 trillion in market value, the latest milestone in an unprecedented surge that reflects the growing influence of artificial intelligence on markets and the economy. The chip maker’s stock rose about 3% Wednesday to $207.16, giving it a market cap of $5.03 trillion. Shares have been boosted by exuberance for AI’s potential and a recent flurry of deals and partnerships with some of the biggest companies in AI and corporate America, from OpenAI and Oracle to Nokia and drugmaker Eli Lilly Enthusiasm for Chief Executive Officer Jensen Huang’s speech in Washington, D.C., also juiced gains this week.

Description: LAS VEGAS, October 29, 2025--Rimini Street, Inc., (the "Company") (Nasdaq: RMNI), a global provider of end-to-end enterprise software support, managed services and Agentic AI ERP innovation solutions, and the leading third-party support provider for Oracle, SAP and VMware software, today announced the following details for its upcoming December 3, 2025 Investor Day 2025 event:

Description: On Tuesday, Nvidia Corporation (NASDAQ:NVDA) CEO Jensen Huang warned that the push to isolate China from advanced AI chips could go wrong. Huang Urges Balance Between American Leadership And Global Access At Nvidia's first developers' conference in ...

Description: AMZN's third-quarter results are expected to reflect steady gains from AWS momentum, driven by growing AI capabilities through Amazon Bedrock.

Description: Nvidia just hit an incredible valuation milestone, and things could be falling into place for its run to continue.

Description: 📉 This is an online abbreviated version of Spencer's Markets A.M. newsletter. It’s called earnings season, not spending season, but investors are very interested in how much money is going out the door at some of the world’s most valuable companies. Microsoft, Meta, Amazon, Alphabet and Oracle—not one of the Mag 7 but another major AI player—are slated to have capital expenditure of $354 billion between them in the 2025 fiscal year.

Description: Thousands of jobs will be axed at Channel 5’s American owner, Paramount, just weeks after the company was acquired by the billionaire Ellison family.

Description: Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer recently provided insights on. Cramer noted the stock’s tremendous rally over the last three years. He commented: “My number two favorite is Oracle at 4:1, current market cap just over $800 billion. If I were making these odds based solely on momentum, Oracle would be […]

Description: Investing.com -- UBS called Microsoft’s revised agreement with OpenAI “a positive,” saying the $250 billion commitment provides stronger visibility into future Azure cloud revenue and reaffirms Microsoft’s central role in the generative AI ecosystem.

Description: FREMONT, Calif., October 29, 2025--Penguin Solutions today announced the general availability of the Oracle Linux OS on its Stratus ztC Endurance fault-tolerant computing platforms.

Description: We recently published Top 10 Trending Stocks and ETFs as Analyst Predicts $9 Trillion Productivity Gains Due to AI. Oracle Corporation (NYSE:ORCL) is one of the top trending stocks. In a recent interview with CNBC’s David Faber, Oracle Corp (NYSE:ORCL) co-CEO Mike Sicilia said the company wouldn’t be investing in AI if the business weren’t […]

Description: NVIDIA Corporation (NASDAQ:NVDA) is a Must-Watch AI Stock on Wall Street. On October 27, DA Davidson reiterated its “Buy” rating on the stock, maintaining its price target of $210.00 ahead of mega cap earnings week. The firm believes that investors will be focused primarily on artificial intelligence (AI) compute demand growth during the upcoming earnings period. […]

Description: Nvidia on Wednesday became the fist company with a $5 trillion market cap.

Description: Tercera, an investment and advisory firm supporting growth-stage tech services firms, today unveiled its 2025-2026 Tercera 30 research. The annual research profiles 30 software ecosystems believed to hold the greatest potential for services firms to build with and around in the next two to five years.

Description: Thinking about what to do with Oracle stock right now? You’re not alone. With the share price closing at $280.83, Oracle is fresh off a run that has caught the attention of long-term investors and newcomers alike. Over the past year, the stock has soared 63.5%. If you zoom out even further, it’s put up a staggering 430.1% gain across five years. Even the year-to-date return is eye-catching, up 69.1% in 2024 so far, even though these gains have been peppered with moments of short-term...

Description: NVDA’s CEO Huang revealed that Nvidia’s next-generation Blackwell and Rubin chips have already amassed an extraordinary $500 billion in bookings through 2026.

Description: LEMONT, Ill., October 28, 2025--DOE, Argonne, NVIDIA and Oracle announced a landmark public-private partnership to deliver the DOE’s largest AI supercomputer.

Description: By Stephen Nellis, Alexandra Alper and Arsheeya Bajwa WASHINGTON (Reuters) -Nvidia CEO Jensen Huang came to Washington on Tuesday with a message for the Trump administration: the U.S. can win the AI

Description: US stock futures held near flat with investors eyeing the upcoming Fed policy decision following another record-setting session on Wall Street.

Description: Companies reporting earnings Wednesday include Alphabet, Meta, Microsoft, Boeing, Chipotle and Starbucks.

Description: Larry Page and Sergey Brin are this year's biggest wealth gainers after Oracle's Larry Ellison thanks to Alphabet's stock surge.

Description: Bullish investors say the fuel cell maker can take market share from natural gas turbines, a $100 billion annual market.

Description: Nvidia, already the world leader in chips crucial for artificial intelligence, wants to make its technology central to everyday life.

Description: By Stephen Nellis, Alexandra Alper and Arsheeya Bajwa WASHINGTON (Reuters) -Nvidia CEO Jensen Huang said on Tuesday that the artificial intelligence chip leader will build seven new supercomputers for

Description: Amazon said it would cut around 14,000 jobs from its white-collar workforce. The news made it the latest corporate giant to do so—and one of several big tech companies that are paring back at a time when business is strong.

Description: Nvidia stock surged after a slew of announcements at its GTC event, putting the company on track to be the first in history to cross the $5 trillion market cap milestone.

Description: Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) jumped 5.2% in the afternoon session after CEO Jensen Huang laid out an overwhelmingly bullish case for the company's future at a landmark GTC keynote in Washington, D.C.

Description: Bold US Investment of 100,000 NVIDIA Blackwell GPUs Kickstarts Era of Agentic AI-Powered Science at Argonne National Laboratory for Public Researchers NVIDIA, the U.S. Department of Energy and Oracle NVIDIA founder and CEO Jensen Huang and U.S. Secretary of Energy Chris Wright announce a landmark collaboration with Oracle to build the U.S. Department of Energy’s largest AI supercomputer to boost scientific discovery. News Summary: NVIDIA founder and CEO Jensen Huang and U.S. Secretary of Energy

Description: Hamlet’s mother, Queen Gertrude, wasn’t an easy monarch to convince, even at the theater. “The lady doth protest too much, methinks,” she whispers of an overwrought performance shown on stage in the Shakespearean tragedy. Investors could learn from Gertrude, a lady dedicated to self-preservation, in assessing comments from players in the artificial-intelligence drama.

Description: AMZN's AWS growth, AI innovations, and e-commerce momentum position steady Q3 2025. Diversified revenue streams support buying ahead of earnings.

Description: Nvidia is teaming up with a number of US laboratories.

Description: Over the past six months, AMD stock gained a whopping 164%. The deal with OpenAI for 6 GW of power for OpenAI's AI infrastructure across multiple generations of AMD Instinct GPUs managed to give a great boost to the stock. Another good news for the stock was that Oracle and AMD were expanding ...

Description: As Oracle pours money into artificial intelligence, investors are finding it more and more expensive to insure against a potential AI meltdown. The price of Oracle’s five-year credit default swaps hit their highest point in more than two years earlier this month and now sit just below that peak. A credit default swap acts as insurance for corporate debt, with the buyer receiving a payout if the company can’t repay its bonds.

Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer’s radar recently. Cramer mentioned the company during the episode and said: “And of course, NVIDIA is the most supply-constrained of all. They’re supply-constrained on everything. That’s how you become the biggest company in the world.” NVIDIA Corporation (NASDAQ:NVDA) develops computing and graphics technologies that […]

Description: HOUSTON, October 28, 2025--Hexagon’s Asset Lifecycle Intelligence division and Management Controls Inc. (MCi) today announced the general availability of the EcoSys + myTrack Connector built on EcoSys™ Connect, the first integration of its kind to seamlessly connect Hexagon’s EcoSys Enterprise Project Performance platform with MCi’s myTrack Contractor Data Management solution.

Description: The forthcoming construction of the four-building campus is slated to finish in 2028, according to the news release.

Description: CPI FIM (BDL:ORCL) has seen its shares move slightly higher over the past week, following a modest uptick in daily returns. Investors are keeping an eye on the stock's valuation as it navigates recent trading momentum. See our latest analysis for CPI FIM. Momentum around CPI FIM has been building, with the share price up 8.33% year-to-date and a stellar 54.24% total shareholder return over the past 12 months. This highlights growing confidence and possible renewed interest in its long-term...

Description: Crusoe, the operator of OpenAI's and Oracle's Stargate data center project in Abilene, Texas has raised $1.38 billion in equity, valuing the firm at more than $10 billion. Crusoe CEO Chase Lochmiller speaks to Caroline Hyde and Ed Ludlow on "Bloomberg Tech."

Description: SEC filings confirm CEO Clay Magouyrk unloaded about $11 million worth of ORCL shares last week. Here’s why that shouldn’t faze long-term Oracle stock investors.

Description: We recently published 10 Buzzing News to Watch as Investors Look for Best AI Stocks Amid Fed Rate Cuts. Oracle Corp (NYSE:ORCL) is one of the best AI stocks amid Fed rate cuts. Jim Lebenthal, chief equity strategist at Cerity Partners, said in a latest program on CNBC that The Information’s report about Oracle Corp […]

Description: Oracle has been one of the biggest beneficiaries of the artificial-intelligence boom, and several top executives are taking the opportunity to sell company stock. Two executives made sales last week, and a director has notified the Securities and Exchange Commission of his intent to make a sale. The highest-ranking official who sold stock was Clay Magouyrk, who was appointed co-CEO alongside Mike Sicilia in September.

Description: Advanced Micro Devices (AMD) has entered a $1 billion agreement with the US Energy Department to bui

Description: Amid hype over artificial intelligence, the best AI stocks generate revenue or get a strategic edge from the fast evolving technology.

Description: As U.S. inflation hits 3%, dividend growth stocks like Vertiv, TSM, Oracle, Lam Research, and Elbit Systems shine.

Description: Astera Labs stock dropped after AMD announced a partnership with Oracle.

Description: We recently published 10 Buzzing News to Watch as Investors Look for Best AI Stocks Amid Fed Rate Cuts. Broadcom Inc (NASDAQ:AVGO) is one of the best AI stocks amid Fed rate cuts. Ben Reitzes, Melius Research’s head of technology research, said in a recent program on CNBC that Broadcom Inc (NASDAQ:AVGO) is one of […]

Description: We recently published 10 Buzzing News to Watch as Investors Look for Best AI Stocks Amid Fed Rate Cuts. Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best AI stocks amid Fed rate cuts. Ben Reitzes, Melius Research’s head of technology research, said in a program earlier in October that AMD is one of […]

Description: We recently published 10 of Wall Street’s Outperformers. Transocean Ltd. (NYSE:RIG) is one of the top-performing stocks last week. Transocean Ltd. jumped by 19.63 percent week-on-week, as investor sentiment was boosted by overall optimism for the energy sector amid the artificial intelligence frenzy and last week’s jump in oil prices. Friday’s rally marked its 6th […]

Description: Trump told traveling reporters Monday on Air Force One that while nothing has yet been agreed, he felt good going into the meeting with Xi set to take place on the sidelines of the Asia-Pacific Economic Cooperation summit in South Korea. US Treasury Secretary Scott Bessent, speaking in the same briefing, said a framework for Trump and Xi to finalize was forged over weekend talks with China, whose delegation was headed by Vice Premier He Lifeng.

Description: (Reuters) -As America's tech titans report earnings this week, one question looms large: is the artificial intelligence boom that has inflated valuations headed for the next big bubble? Microsoft, Alphabet, Amazon and Meta are poised to report that revenue rose at a brisk pace in the July-September quarter, according to LSEG data. But business leaders including OpenAI CEO Sam Altman, Amazon.com founder Jeff Bezos and Goldman Sachs CEO David Solomon have warned in recent months that the frenzy in tech stocks has outrun fundamentals.

Description: Nvidia and Microsoft are terrific buys for 2026 that are hiding in plain sight.

Description: Oracle's recent financial update suggests that it is on track to deliver more upside over the next five years.

Description: Oracle has been one of the biggest beneficiaries of the artificial-intelligence boom, and several top executives are taking the opportunity to sell company stock. Two executives made sales last week, and a director has notified the Securities and Exchange Commission of his intent to make a sale. The highest-ranking official who sold stock was Clay Magouyrk, who was appointed co-CEO alongside Mike Sicilia in September.

Description: Cipher Mining (CIFR) surged this week as investor enthusiasm around Oracle’s $38 billion data center expansion spilled over into the AI and crypto infrastructure sector. The company is now seeking additional capital through a Google-backed bond deal, a move that underscores its ambitions in AI data centers. See our latest analysis for Cipher Mining. Shares of Cipher Mining have been on a tear, notching a 327.74% year-to-date share price return thanks to surging interest in AI infrastructure...

Description: We recently published 10 Stocks Beating Wall Street’s Bets. Fluence Energy Inc. (NASDAQ:FLNC) is one of the best performers on Friday. Fluence Energy jumped by 21.77 percent on Friday to close at $19.52 apiece as investors hunted for stocks that are expected to benefit from the booming AI. Fluence Energy Inc. (NASDAQ:FLNC) rallied alongside its […]

Description: We recently published 10 Stocks Beating Wall Street’s Bets. IREN Ltd. (NASDAQ:IREN) is one of the best performers on Friday. IREN saw its share prices surge by 12.60 percent on Friday to close at $62.90 apiece as investor funds poured into stocks riding the artificial intelligence (AI) wave after getting a boost from Oracle Corp.’s […]

Description: We recently published 10 Stocks Beating Wall Street’s Bets. Hut 8 Corp. (NASDAQ:HUT) is one of the best performers on Friday. Hut 8 rallied for a second day on Friday, surging 17.27 percent to finish at $47.66 apiece as investors poured funds into high-performance computing (HPC) firms, boosted by Oracle Corp.’s massive $38 billion data […]

Description: We recently published 10 Stocks Beating Wall Street’s Bets. Cipher Mining Inc. (NASDAQ:CIFR) is one of the best performers on Friday. Cipher Mining soared by 19.73 percent on Friday to finish at $20.66 apiece as investors hunted for AI stocks amid renewed optimism supported by Oracle Corp.’s $38 billion data center expansion deal. During the […]

Description: Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.

Description: Big Tech earnings are on deck next week with Magnificent Seven companies Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), and Meta Platforms (META) set to report quarterly results. D.A. Davidson Head of Technology Research Gil Luria explains to Josh Lipton where he is seeing "bubblicious aspects" begin to form around the AI trade and Big Tech's capex investments into artificial intelligence, including Nvidia's (NVDA) strategic partnership with OpenAI (OPAI.PVT), while also commenting on Meta and Google's advertising businesses. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: A complete list of all the known layoffs in tech, from Big Tech to startups, broken down by month throughout 2024.

Description: Crusoe is among a wave of AI infrastructure builders called "neoclouds." CoreWeave stock has climbed 225% in 2025.

Description: A data-center group that is closely linked to Oracle and OpenAI’s Stargate effort could test the market’s willingness to provide the trillions needed to deliver artificial intelligence over the coming decade. Bloomberg reported late Thursday that Vantage Data Centers will launch two separate debt offerings next week, valued at a record $38 billion, to fund data-center projects in Texas and Wisconsin. Both will be leased to Oracle, which will then provide cloud and AI infrastructure capacity to OpenAI as part of the pair’s involvement in the $500 billion U.S. government-backed Stargate project.

Description: Nvidia stock was rising early Friday amid gains in the wider semiconductor sector. Among rivals, Advanced Micro Devices was up 6.3% and Broadcom was rising 2.6%. The mood in the chips sector in general could be getting a lift from Intel‘s upbeat results, after it said semiconductor demand will outpace supply into next year.

Description: The hotelier’s agentic suite is providing support for guests, such as modifying bookings and offering travel recommendations.

Description: JPMorgan Chase (JPM) and Mitsubishi UFJ Financial Group (MUFG) are among the banks leading a $38 bil

Description: Layoffs have hit companies from Starbucks to Meta to Intel this year amid a backdrop of cost-cutting and technological change.

Description: Oracle Corporation (NYSE:ORCL) is one of the 10 Best American AI Stocks to Buy According to Analysts. On October 17, BMO Capital reaffirmed its Outperform rating on Oracle Corporation (NYSE:ORCL) with a price target of $355. BMO Capital highlighted that Oracle Corporation (NYSE:ORCL) shared its fiscal year 2030 revenue and EPS targets. The company now […]

Description: This company's AI infrastructure business is growing quickly.

Description: A massive Oracle-led AI infrastructure financing ignites a sharp rally in AI and HPC mining stocks.

Description: Regulated utilities are headed for a new era of growth, given the power that artificial intelligence requires. The root of the story is that AI requires hyperscalers— Microsoft Oracle Meta Platforms, Alphabet Amazon.com —to build more data centers, which require power. This means utility providers must build new power plants, which they monetize by agreeing with their states to earn a certain rate of return on.

Description: Shares of Microsoft (NASDAQ:MSFT) gained 2.66% over the past five trading sessions after losing 0.99% the five prior. That brings MSFT’s year-to-date gain to nearly 25%, including a more than 45% gain since its year-to-date low on April 8. The company’s reported strong Q2 earnings on July 30. The Magnificent Seven mainstay reported EPS of $3.65 ... Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year

Description: Copado, the leader in AI-powered DevOps for business applications, today announced the appointment of Rajit Joseph as Chief Product Officer. Joseph will lead Copado's global product strategy as the company enters a new phase of AI-powered growth and customer success.

Description: We recently published Top 10 Trending Stocks Everyone’s Watching in Q4. Oracle Corp (NYSE:ORCL) is one of the trending stocks everyone’s watching. Morningstar’s Dave Sekera said in a recent program on Schwab Network that Oracle’s eye-popping guidance caught his attention. Here is why: “Well, it’s funny. So, on my podcast a couple weeks ago, I […]

Description: Oracle, Toyota and Morgan Stanley showcase distinct growth drivers from cloud innovation and hybrid leadership to wealth management strength in new Zacks research reports.

Description: Despite a big EPS miss, sales and big partnerships are ramping for this maker of zinc battery systems

Description: Global enterprises continue to trust their embedded finance needs to Oracle Payments, powered by Oracle partner Adyen. Today, more than 2,550 organizations with over 16,200 venues are benefitting from the security, performance, and ease of the integrated, enterprise-grade payments solution. This includes hospitality, restaurant, healthcare, and sports and entertainment operations across the US and UK.

Description: Database software company MongoDB stock is worth watching as it's in a first-stage flat base. But investors might want to proceed with caution.

Description: SAP said it expected cloud revenue for 2025 to be at the lower end of its forecast of 21.6 billion to 21.9 billion euros ($25.2 billion - $25.5 billion). "We did not see an 'Oracle moment', but some fears about a weak report looming did not come true either," a local trader said, referring to Oracle's upbeat view on its cloud infrastructure revenue. The cloud backlog growth was especially strong given broader concerns of risks to software players caused by artificial intelligence, JPMorgan wrote in a note.

Description: OpenAI, Oracle, and Vantage Data Centers have confirmed plans to establish a data centre campus in Port Washington, Wisconsin, US, as part of the Stargate infrastructure expansion. The $15bn campus dubbed Lighthouse, will comprise four data centres. It is projected to deliver almost one gigawatt (1GW) of AI compute capacity. The development is set to…

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the 13 best Fortune 500 stocks to invest in now. As of October 22, 2025, the most recent analyst sentiment on Microsoft Corporation (NASDAQ:MSFT) remains broadly bullish, as analysts reflect on the company’s AI and cloud leadership despite short-term sentiment swings, ahead of its Q1 FY2026 results, which are […]

Description: Tech billionaire Larry Ellison could invest up to £10bn into his Oxford campus over a decade, in a major boost to Britain’s life sciences industry and the Government.

Description: A highly volatile stock can deliver big gains - or just as easily wipe out a portfolio if things go south. While some investors embrace risk, mistakes can be costly for those who aren’t prepared.

Description: Meta's been trying hard to position itself as an AI leader this year. Part of this was a hiring/poaching spree of AI experts. And the other part was planned AI infrastructure build-outs that didn't sound realistic, until OpenAI outdid them with even bigger and even less realistic plans. ...

Description: We came across a bullish thesis on Warner Bros. Discovery, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on WBD. Warner Bros. Discovery, Inc.’s share was trading at $18.29 as of October 16th. WBD’s trailing P/E was 62.06 according to Yahoo Finance. Warner Bros. Discovery (WBD) has transformed from a struggling value trap into a potentially compelling turnaround and merger play. Following years of heavy debt, declining investor confidence, […]

Description: Oracle gains from cloud momentum and AI contracts, Toyota drives hybrid and hydrogen growth, while Morgan Stanley thrives on IB strength.

Description: Wall Street’s favorite AI swing lately has been Advanced Micro Devices (AMD). The chip giant continues stacking proof points, including a swifter GPU road map, a louder cloud chorus, and a headline-grabbing tie-up with OpenAI. That partnership didn’t come cheap, though, with AMD parting ...

Description: The planned $15 billion campus in Port Washington, Wisc., is part of OpenAI and Oracle’s previously-announced plan to deliver up to 4.5 gigawatts of additional Stargate capacity.

Description: Economists say AI spending has kept the economy out of recession. When it slows, the effects could be widespread.

Description: DENVER, October 22, 2025--OpenAI, Oracle and Vantage Data Centers, a leading global provider of hyperscale data center campuses, today announced plans to develop a data center campus outside Milwaukee in Port Washington, Wisconsin. The new campus is part of OpenAI and Oracle’s previously announced partnership to invest up to 4.5 gigawatts of additional Stargate capacity and is the Midwest site that was recently announced as part of OpenAI’s Stargate expansion.

Description: LINEN Cloud, the intelligent sales planning platform redefining how enterprise revenue teams operate, today announced a strategic investment round led by a network of global CIOs, CTOs, and enterprise technology leaders.

Description: Nvidia stock is set to be driven by earnings reports from Microsoft, Google-parent Alphabet and Amazon.com next week.

Description: Oracle's cloud revenue forecast is incredible.

Description: Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.

Description: DENVER, October 22, 2025--Spinnaker Support (Spinnaker), the Oracle, SAP and VMware software support specialist trusted by over 1,000 global clients, including many of the world’s leading banks, telcos and utility companies, today announced that it is providing Delaware County with SAP continuity maintenance support while it transitions to a Workday ERP solution. The agreement ensures Delaware County can seamlessly maintain and operate critical SAP ERP functions while migration to Workday is com

Description: BIRMINGHAM, Ala., October 22, 2025--Regions Bank on Wednesday announced Datos Insights, a research and advisory firm working with the banking, insurance and securities industries, has recognized Regions as a gold winner of the 2025 Datos Impact Award for best innovation in product development.

Description: We recently published 10 Stock News You Should Not Miss as Tom Lee Reiterates Bullish Market Outlook Amid AI Catalysts. Oracle Corporation (NYSE:ORCL) is one of the stock news you should not miss. Joe Tigay from Equity Armor Investments said in a recent program on Schwab Network that he’s excited about the future of Oracle […]

Description: Key opportunities in the construction SaaS market include leveraging cloud technology for collaboration, the rise of smart cities, and sustainability demand. Growth is driven by digital transformation, integrated platforms, and mobile-first solutions, with focus areas in BIM integration and market expansion in Asia-Pacific. Construction Software-as-a-Service Market Construction Software-as-a-Service Market Dublin, Oct. 22, 2025 (GLOBE NEWSWIRE) -- The "Construction Software-as-a-Service Market R

Description: One risk: If enthusiasm for spending money on data centers wanes, companies such as Nvidia and Microsoft could be hit twice—with less revenue coming in and declining values for their equity investments in customers. The funding mechanism could take the form of an investment, a loan, a lease or something else. In those days, this was widely referred to as vendor financing.

Description: Oracle appears to be in the best position to become the next AI stock to attain a 13-digit valuation.

Description: The UAE data center colocation market is set to grow at a CAGR of 25.33% from 2024 to 2030, powered by Abu Dhabi and Dubai's robust digital infrastructure. With over 34 existing data centers and 23 upcoming facilities, the UAE is a key player in the Middle East's digital transformation, driven by technological advancements in AI, IoT, and 5G. Major players like Alibaba Cloud, AWS, Microsoft Azure, and Oracle Cloud anchor the sector, while new operators like Pure Data Centres Group and XDS DATACE

Description: AST SpaceMobile has a bright future -- but its stock might be overheated.

Description: International Business Machines (IBM) is in the spotlight ahead of its third-quarter results, as investors weigh the company’s momentum in AI and software against broader tech market trends. Recent partnerships in AI inference and cloud, such as the new alliance with Groq, are fueling this interest. See our latest analysis for International Business Machines. IBM has been stacking up headline deals lately, cementing its leadership in AI and enterprise cloud through the Groq partnership, new...

Description: MongoDB is Investor's Business Daily's Stock Of The Day for Tuesday. Shares of the database software company are approaching a new flat-base buy point after rallying on strong earnings in late August. MongoDB shares have rallied more than 55% since the company reported fiscal second-quarter results on Aug. 26.

Description: Over the past six months, Broadcom's stock has gained 104%. A significant boost to the stock was the Q3 earnings reveal that Broadcom secured $10 billion in orders of AI racks, based on the company's XPUs (XPUs are custom AI accelerators) from OpenAI. However, OpenAI has made numerous deals, and ...

Description: Oracle and AMD recently announced an expanded collaboration, with Oracle Cloud Infrastructure set to become the first public cloud to deploy an AI supercluster powered by 50,000 next-generation AMD Instinct MI450 GPUs starting in the third quarter of 2026, backed by AMD’s new “Helios” rack-scale platform and advanced EPYC CPUs and Pensando networking. This development marks a significant shift in the AI hardware landscape, as AMD emerges as a crucial supplier for massive-scale AI...

Description: JANA Partners ("JANA") today announced that it has partnered with Super Bowl Champion Travis Kelce as well as consumer executive Glenn Murphy and technology executive Dave Habiger, (the "Group") in an investment in Six Flags Entertainment Corporation (NYSE: FUN) ("Six Flags" or the "Company"). The Group collectively owns an economic interest of approximately 9%.

Description: OpenAI launched its ChatGPT Atlas web browser on Tuesday.

Description: AI giants including Meta, Microsoft, Amazon, and Oracle recently announced a $40 billion deal that will help them secure coveted computing capacity for artificial intelligence.

Description: <body><p>STORY: Shares of Warner Bros Discovery soared as much as 12% in Tuesday morning trading, after the company said it may put itself up for sale in what would be the latest shakeup among legacy media brands.</p><p>The consideration of an outright sale comes amid unsolicited interest from potential buyers.</p><p>A source told Reuters on Tuesday that Comcast is likely to examine the media firm's assets, which include CNN, HBO Max and the "Harry Potter" franchise.</p><p>CNBC reported that Netflix is also among the interested parties.</p><p>Earlier reports named Paramount Skydance CEO David Ellison as a potential buyer, with Bloomberg News reporting that an initial bid by Paramount was rejected for being too low.</p><p>Ellison is backed by his billionaire father and Oracle co-founder Larry Ellison, whose political ties to President Donald Trump could help smooth any regulatory hurdles, according to analysts.</p><p>Shares of Warner Bros Discovery have surged 46% since reports of Paramount's interest surfaced in September.</p><p>Paramount declined to comment, while Netflix did not immediately respond to Reuters' request for comment.</p><p>Warner Bros Discovery announced plans in June to split into two units by next year to separate its growing streaming business from its lagging cable network unit.</p><p>A sale or a split would be one of the most consequential reshaping moments in the media industry, potentially prompting other legacy media houses to revisit their own structures. </p></body>

Description: We recently published 10 Stocks With Massive Losses; AI Stocks Not Spared. Oracle Corp. (NYSE:ORCL) is one of the worst performers on Monday. Oracle dropped for a second day on Monday, shedding 4.85 percent to finish at $277.18 apiece, as investors took heart from an investment firm’s conservative rating, while repositioning portfolios ahead of its […]

Description: ORLANDO, Fla., October 21, 2025--Uptempo, the enterprise marketing operations platform that gives CMOs a single source of truth, announces the launch of Uptempo 2.0.

Description: In 2025, full-suite talent acquisition (TA) technology continues to deliver measurable ROI through improved data centralization, automation, and user experience. For customers, unifying recruiting, workforce planning, compensation, and mobility under a single system reduces integration costs and strengthens decision-making. This holistic approach enhances visibility across the employee lifecycle, allowing organizations to make more informed hiring and retention decisions while minimizing adminis

Description: The global Application Performance Management (APM) market is projected to surge from $10.67 billion in 2024 to $100.72 billion by 2033, growing at a CAGR of 28.33%. Driven by increasing application complexity, cloud computing, and the demand for enhanced user experience, APM solutions are vital for IT infrastructure. Key players like Dynatrace and New Relic are investing in automation and AI for competitive advantages. While North America leads the market, Asia-Pacific is experiencing rapid gro

Description: Could an "AI bubble" be damaging parts of the U.S. economy by starving capital investment from other industrial sectors?

Description: Oracle Health and Life Sciences and Baylor College of Medicine today announced they will collaborate to advance research and clinical insights into alcohol-related liver disease (ALD), one of the fastest-growing causes of liver-related illness and mortality in the United States.

Description: EVTOL stocks have soared. Are the gains deserved?

Description: ​Informatica Inc. (NYSE:INFA) is one of the Best Growth Stocks Under $25 to Buy Right Now. On October 14, Informatica Inc. (NYSE:INFA) announced four new integrations on Oracle Cloud Infrastructure. When integrated, these new solutions will help Oracle customers to unify and manage master data from Oracle and non-Oracle sources. ​These new integrations include Blueprint […]

Description: Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best big tech stocks to invest in now. On October 14, Advanced Micro Devices, or simply, AMD, and Oracle Corporation (NYSE:ORCL) announced a significant expansion of their multi-generation partnership to help customers achieve next-generation AI scale. This builds on years of co-innovation, which included the launch […]

Description: Oracle Corporation (NYSE:ORCL) is one of the best big tech stocks to invest in now. On October 15, Oracle announced the launch of the Oracle Fusion Applications AI Agent Marketplace. The new solution is part of Oracle AI Agent Studio for Fusion Applications and is designed to accelerate enterprise AI adoption by allowing Oracle Fusion […]

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the best big tech stocks to invest in now. On October 15, Microsoft and Oracle Corporation (NYSE:ORCL) announced a collaboration to enhance supply chain efficiency and responsiveness for manufacturers. The partnership focuses on developing an integration blueprint that will allow organizations using Oracle Fusion Cloud Supply Chain & Manufacturing/SCM […]

Description: $650 billion That's how much OpenAI, under Chief Executive Sam Altman, has signed up to pay Nvidia and Oracle in the years ahead. Its prospective outlay could be closer to $1 trillion if deals with AMD, Broadcom, and other cloud providers like Microsoft are included.

Description: NVIDIA has begun shipping the DGX Spark, a compact AI supercomputer developed in partnership with MediaTek, enabling developers to locally prototype and fine-tune large AI models using the ultra-efficient GB10 Grace Blackwell Superchip. This advancement, along with new client integrations like Meta and Oracle standardizing NVIDIA networking technologies, dramatically expands access to scalable, high-performance AI development beyond traditional cloud or data center environments. We’ll...

Description: Dow Jones Futures: Apple, Google, Netflix and Tesla made bullish moves Monday. But Oracle stock continued to sell off.

Description: Oracle (ORCL) concluded the recent trading session at $277.18, signifying a -4.85% move from its prior day's close.

Description: Shares of a smartphone giant and AI server maker were among the benchmark index's top performers Monday, Oct. 20, 2025, while a large enterprise software firm continued to lose ground.

Description: Quantum computing stocks fell Monday amid a big day for the Nasdaq composite, continuing their roller-coaster ride in 2025.

Description: Oracle (NYSE: ORCL) will hold its 2025 Annual Meeting of Stockholders on Tuesday, November 18, 2025, at 9:00 a.m., Central Time. This year's meeting will be conducted virtually via a live audio webcast at www.virtualshareholdermeeting.com/ORCL2025. Stockholders as of the close of business on September 19, 2025, the record date, are entitled to participate in the Annual Meeting. Guests may also view the Annual Meeting but may not vote or ask questions.