Description: A new suit is pressuring Oracle stock.

Description: This year’s growth in IT spending could reach its fastest pace since the pandemic. Why Microsoft is the big winner.

Description: Major U.S. stock indexes fell on Wednesday, with the tech-heavy Nasdaq composite dropping 1% for the first time in a month. The AI chip leader now has to satisfy certain "security requirements" to send its H200 chips to China, per new rules from the Trump administration. Nvidia's shares fell 1.4%.

Description: Shares of Oracle (NYSE:ORCL) have been looking up in recent weeks, thanks in part to the TikTok deal as well as an exhaustion in pessimism surrounding Oracle, its debt load, and its OpenAI exposure. In any case, the selling pressure was overdone, and the latest bounce, I think, might have legs as investors warm up to ... 2 Big Reasons Why Oracle Stock Can Climb Higher in 2026

Description: Bank earnings set the tone this week as investors also remained on alert for developments in Iran.

Description: Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Description: A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.

Description: Oracle was sued on Wednesday by bondholders who say they suffered losses because the company ​chaired by billionaire Larry Ellison concealed its need to sell significant ‌additional debt to build out its artificial intelligence infrastructure. The proposed class action was filed in a ‌New York state court in Manhattan on behalf of investors who said they bought $18 billion of senior notes and bonds that Oracle issued on September 25, shortly after the software and cloud computing company signed a $300 billion, five-year contract to supply ⁠Sam Altman's OpenAI with computing ‌power. "The bond market's reaction to Oracle's additional debt was swift and bracing," the bondholders said, ​as their own debt fell in value and began trading at yields ‌and spreads comparable to debt from lower-rated companies because of the perceived higher credit risk.

Description: The Stowers Institute for Medical Research has named Dan Devers as General Counsel, effective January 26, 2026. In this role, Devers will provide strategic and operational leadership on all legal matters across the Institute and its affiliates, including governance, compliance, intellectual property strategy, and partnerships that support the Institute's mission to uncover new knowledge in foundational biology and develop innovative ways to diagnose, treat, and prevent disease.

Description: 24/7 Wall St. Analysts Eric Bleeker and Austin Smith are kicking the New Year off in style with 12 trends for AI investors to watch in 2026. Over the course of 12 videos, the two will share their thoughts on everything from the memory explosion to software stocks to robotics. In this video, Eric takes a deeper look at the rise of AI factories, massive data centers with a capacity of more than 1 gigawatt. As Eric notes, it's not just Oracle's Stargate getting into the race. There are also new super factories from Microsoft, Amazon, Meta, and many others. Companies with data center cooling portfolios like Vertiv (NYSE: VRT), nVent Electric (NYSE: NVT), Modine Manufacturing (NYSE: MOD) could be winners as the construction of this new generation of data centers takes off.

Description: Analyst maintains Overweight rating with $300 price target, citing strong fundamentals.

Description: Snowflake boosts its data and AI platform with Datometry and Observe deals as AI adoption accelerates and supports revenue growth.

Description: Beaten-down large-cap stocks such as Salesforce and Oracle have significant upside potential given their estimated growth rates.

Description: Trends can persist longer than many expect, and some of the megacap software leaders will need to start pulling their weight if the group is to regain leadership. Microsoft the largest holding in the iShares software ETF at nearly 9%, is still working through the aftermath of a four-week skid into late November that erased nearly 100 points from the stock. As 2026 begins, selective software names are showing pockets of resilience and relative strength, finding potential support and suggesting that leadership within the group may be narrow, but not absent.

Description: JPMorgan gave a bum start to bank earnings. The Dow industrials component slid 4.2% after results showed a surprise slip in investment-banking fees and a significant charge for taking over the Apple credit-card program.

Description: Phoenix Education Partners (NYSE:PXED) reported first-quarter fiscal 2026 results that management said were in line with expectations, highlighting enrollment growth, improving retention, and continued investment in student outcomes and operational efficiency. Executives also discussed regulatory de

Description: Shares of collaboration software company Atlassian (NASDAQ:TEAM) fell 5.3% in the afternoon session after a wave of competitive anxiety hit the enterprise software sector sparked by a high-profile downgrade of Adobe, triggering a broader sell-off in high-valuation cloud stocks.

Description: Oracle (ORCL) reached $202.29 at the closing of the latest trading day, reflecting a -1.17% change compared to its last close.

Description: Rival Paramount Skydance has repeatedly bid for Warner Bros., but the board has pressed shareholders to reject the offer.

Description: The Dow fell 398 points while the S&P 500 slipped 0.2%. Oil prices jumped after President Trump appeared to hint at intervening in Iran's continuing internal upheaval. President Trump wants the tech giants building massive artificial-intelligence data centers to "pay their own way" and not have higher energy bills fall on consumers because of booming AI data-center consumption.

Description: Shares of work management platform Asana (NYSE:ASAN) fell 7.5% in the afternoon session after a wave of competitive anxiety hit the enterprise software sector sparked by a high-profile downgrade of Adobe, triggering a broader sell-off in high-valuation cloud stocks.

Description: A number of stocks fell in the afternoon session after a wave of competitive anxiety hit the enterprise software sector sparked by a high-profile downgrade of Adobe, triggering a broader sell-off in high-valuation cloud stocks.

Description: Shares of electronic signature company DocuSign (NASDAQ:DOCU) fell 5.6% in the afternoon session after a wave of competitive anxiety hit the enterprise software sector sparked by a high-profile downgrade of Adobe, triggering a broader sell-off in high-valuation cloud stocks.

Description: Shares of CRM software giant Salesforce (NYSE:CRM) fell 6.3% in the afternoon session after a wave of competitive anxiety hit the enterprise software sector sparked by a high-profile downgrade of Adobe, triggering a broader sell-off in high-valuation cloud stocks.

Description: Michael Burry, the investor who famously bet against the US housing market during the 2008 financial crisis, has turned bearish on Oracle Corporation (NYSE:ORCL). Burry announced his ownership of put options on Oracle shares in a Substack post after the markets closed last Friday. He also disclosed that he had directly shorted Oracle in the past six months. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share Missed the AI Boom's Biggest

Description: Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities experienced a strong momentum in 2025 and marked their second consecutive year of double-digit gains. The market witnessed one of the fastest recoveries following its […]

Description: Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

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: Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Description: The North American Auto kicks off this week with all eyes on Trump and the Big Three.

Description: According to a new report by BCC Research, emerging AI technologies such as generative AI, edge AI, and quantum machine learning are driving transformative changes across various sectors, including healthcare, finance, logistics, and media. These innovations are enabling organizations to achieve a competitive edge by integrating more efficient and smarter solutions into their operations. The analysis highlights how AI applications are addressing real-world problems, with a focus on practical...

Description: Paramount wants to know how Warner valued its networks business. CEO David Ellison outlined his strategies to keep fighting the Netflix offer.

Description: Management pushed back on concerns about GPU depreciation.

Description: Paramount is suing Warner Bros in an effort to revive its $108bn (£80bn) hostile takeover bid for the Hollywood studio giant.

Description: Large technology companies racing to develop artificial intelligence will likely issue between $140 billion and $300 billion of corporate bonds annually in the next three years, according to research by Bank of America. Debt investors have already shown some signs of fatigue, demanding about one-third of a percentage point of extra yield compared to benchmark Treasuries to buy recent bonds.

Description: Investing.com -- Goldman Sachs has assumed coverage of the U.S. software sector, naming three stocks it is bullish on while cautioning against two names amid what it calls the “decade of agentic workflow.”

Description: Wall Street Gears up for Q4 Earnings Season

Description: Google's market cap surpassed the $4 trillion mark.

Description: Big banks reporting Q4 results and a fresh CPI Inflation Rate are expected to be two highlights to enhance market activity this week.

Description: Famed hedge fund manager questions Oracle's strategy as AI debt and spending rise.

Description: Investing.com -- Michael Burry, the investor famed for his 2008 bet against the U.S. housing market, is taking a bearish stance on Oracle Corp., according to a Substack post he shared Friday.

Description: Analysts at Mizuho just reiterated an outperform rating on Nvidia (NASDAQ: NVDA), with a price target of $275 a share. The firm says Nvidia is its top pick in the semiconductor space. Not long ago, analysts at Barclays upgraded Nvidia to a buy rating thanks to strong AI spending. “We are OW [overweight] as the ... Upgrades: Analysts are Still Bullish on Nvidia (NVDA), Crowdstrike (CRWD) and Oracle (ORCL) Upside

Description: Community Memorial Hospital (CMH) will replace its legacy health record systems with Oracle Health solutions to support innovation, optimize growth, and increase operational efficiency. In conjunction with Oracle Health Foundation electronic health record (EHR), CMH will use Oracle Health Clinical AI Agent, an AI-powered, voice-driven solution, to help automate clinical documentation and enable physicians to focus more time on patient care. In addition, the rural health provider will use Oracle

Description: Oracle Corporation (NYSE:ORCL) is among the best software infrastructure stocks to buy according to hedge funds. On January 5, Jefferies reaffirmed its Buy rating and $400 price target on the stock and named it one of its top picks, citing multiple factors, including its long-term positioning in the AI infrastructure space. While there have been concerns […]

Description: Ethereum co-founder Vitalik Buterin has warned that today’s decentralized stablecoins still fail in ways most users don’t expect and that there is an overreliance on USD-pegged digital assets. In an X reply to MetaLeX founder @lex_node yesterday (January 11), Buterin highlighted three key issues: finding a better index to track ...

Description: Investing.com -- At least $3 trillion will flow into data-center-related investments over the next five years, according to a report released by Moody’s Ratings on Monday.

Description: Michael Burry, the investor who famously bet against the US housing market during the 2008 financial crisis, has turned bearish on Oracle Corporation (NYSE:ORCL). Burry announced his ownership of put options on Oracle shares in a Substack post after the markets closed last Friday. He also disclosed that he had directly shorted Oracle in the past six months. Oracle, a leading database software company, has recently expanded into cloud-computing services, a move that has necessitated significant d

Description: Ethereum Co-founder Vitalik Buterin, has recently voiced his concerns regarding the structural issues present in decentralized stablecoins, indicating that the crypto sector has not yet addressed these problems. Buterin has identified three main challenges in a post on X on Sunday. He expressed skepticism about the current design of decentralized stablecoins, questioning their long-term viability. Buterin’s first concern is that most decentralized stablecoins continue to use the U.S. dollar as t

Description: Oracle Corporation (NYSE:ORCL) is one of the 10 Best NYSE Stocks to Buy According to Analysts. On January 8, Wells Fargo released an update on the software sector for 2026 and noted that enterprise software spending appears to be stabilizing, with most of the growth coming from cloud infrastructure, cybersecurity, and generative AI. In cloud […]

Description: The technology was on show last month at the Global (Shenzhen) “AI+Fashion” Innovative Application Scenarios Competition in Shenzhen, and the 2025 China Apparel Industry AI Technology Application Summit in Hangzhou.

Description: With the first full trading week of 2026 now in the books, investors might be wondering if the strong early start in the S&P will precede even more strength. Undoubtedly, a lack of a Santa Claus rally has seemingly paved the way for a rather hot start to 2026, with some memory chip stocks really ... Revealed: My 2 Top AI Stock Picks for 2026

Description: NRF 2026: Retail's Big Show -- Oracle today unveiled Oracle Retail Supply Chain Collaboration. The new cloud solution enables retailers to more easily navigate an increasingly unpredictable and complex supplier landscape to enhance operational oversight, efficiency, vendor coordination, and compliance to help protect margins and customer satisfaction.

Description: Why Oracle's Fair Value Reset Is Back in Focus Oracle's fair value estimate was recently revised from about US$342.28 to US$291.08, with the discount rate nudged higher from roughly 8.96% to 9.10%, and revenue growth assumptions moved up from around 33.22% to 36.38%. This shift reflects a blend of optimism around Oracle's long term AI and cloud potential and caution tied to concentration in key commitments, heavy cloud infrastructure spend, and execution timelines that some analysts see as...

Description: Burry owns put options on Oracle shares, he said in a Substack post after markets closed on Friday. Burry, who revealed bearish bets against AI chipmaker Nvidia Corp. and Palantir Technologies Inc. in November, also directly shorted Oracle during the last six months, he said.

Description: The company will be a winner on the side of a new business deal, also it made a prognosticator's "best of" stocks list.

Description: Big tech's massive investments in artificial intelligence propelled stocks to record after record last year. But, according to one analyst, stocks probably don't need more AI spending to keep climbing in 2026.

Description: We recently published 11 Stocks on Jim Cramer’s Radar. Oracle Corporation (NYSE:ORCL) is one of the stocks on Jim Cramer radar. Oracle Corporation (NYSE:ORCL)’s shares have faced a lot of attention at 2025’s close. During the year’s second half, the shares lost 10% with a much steeper dip since their peak in early September. Oracle Corporation […]

Description: OpenAI and SoftBank Group will invest $500 million each in SB Energy to expand data center and power ​infrastructure for their Stargate initiative, SB Energy said on Friday. SB ‌Energy, a SoftBank-owned company, will build and operate OpenAI's previously announced 1.2-gigawatt data center ‌site in Milam County, Texas. SB Energy will also become a customer of OpenAI, using its APIs and deploying ChatGPT for employees.

Description: OpenAI and SoftBank will each invest $500 million in SB Energy to support the energy firm’s growth as a data center developer and operator, the companies said in a statement Friday. OpenAI also said it has selected SB Energy to build and operate its 1.2 gigawatt data center in Milam County, Texas.

Description: Most AI stocks were down in December, but the wind shifted in January.

Description: Snowflake's expanding AI portfolio and deepened cloud partnerships are driving strong revenue growth as it pushes to stay central in enterprise AI.

Description: Credo Technology Group Holding is an attractive way to benefit from the artificial-intelligence wave, according to Needham. On Friday, analyst N. Quinn Bolton reaffirmed his Buy rating and $220 price target for Credo shares and made the company’s stock a “Top Pick” for 2026. Credo invented the AEC, which is a copper-based cable used to attach AI servers to networking switches.

Description: Oracle (ORCL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Description: Oracle Corp's (NYSE:ORCL) chart just turned awkward — and the timing couldn't be worse. The tech company’s stock printed a death cross, with its 50-day moving average slipping below the 200-day, a technical setup traders associate with fading momentum rather than quick reversals. Chart created using Benzinga Pro Shares are hovering near $193, down sharply from the $345 52-week high and off more than 12% over the past month. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Me

Description: Business Intelligence Market Business Intelligence Market Dublin, Jan. 09, 2026 (GLOBE NEWSWIRE) -- The "Business Intelligence Market Report by Component, Deployment, End-User, Business Model, Countries and Company Analysis 2025-2033" has been added to ResearchAndMarkets.com's offering.The Business Intelligence Market will witness strong growth, increasing from US$ 37.22 billion in 2024 to US$ 73.36 billion by 2033. The growth indicates the growing need for data-driven decision-making across dif

Description: Amazon's AWS posts its fastest growth since 2022 as AI demand surges, with a $200 billion backlog and heavy investment fueling 2026 optimism.

Description: CRM shares are down 18% in a year, but AI momentum, enterprise expansion and discounted valuation suggest Salesforce may still be worth holding.

Description: The global technology sector is on the cusp of a remarkable transformation, driven by significant advancements in artificial intelligence, quantum computing, and edge technologies. According to BCC Research, key markets including Edge AI, Generative AI, Quantum Computing, AI in Healthcare (specific to the MENA region), and AI in Food Safety and Quality Control are forecasted to experience over 30% compound annual growth rates (CAGR) through 2030. This growth is fueled by increasing investment...

Description: Investing.com -- HSBC has identified 11 U.S. stocks that could outperform as the fourth-quarter earnings season begins, highlighting companies with strong competitive positions, improving fundamentals and exposure to long-term themes.

Description: CPI FIM (BDL:ORCL) has formed a 50/50 joint venture with J&T Real Estate founder Dusan Palcr, acquiring Prague’s Bubny landbank at book value and pooling capital and expertise for its long-term development. See our latest analysis for CPI FIM. The joint venture news lands after a mixed period for the stock, with a 30 day share price return of 3.0% and a year to date share price return of 3.0%. This is in contrast to a 24.36% one year total shareholder return and a very large five year total...

Description: Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer shared his takes on. A caller asked what was wrong with the company, and Cramer explained: “Okay, well, this is actually involved with the debt side of Oracle. They had to borrow a lot of money to be able to… build-out all these data centers […]

Description: Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks on the Market’s Radar. On January 5, Jefferies analyst Brent Thill reiterated a Buy rating on the stock with a $675.00 price target. The firm believes that investors should remain selective in software this year, recommending an underweight position until AI monetisation becomes more visible. Jefferies […]

Description: Oracle Corporation (NYSE:ORCL) is one of the AI Stocks on the Market’s Radar. On January 5, UBS reiterated the stock as “Buy” and lowered its price target to $280 per share from $325. The firm is cautiously optimistic on the stock as it sees recovery potential tied to OpenAI sentiment shift and Abilene capacity ramp. […]

Description: Bloom Energy roared above a buy point in Thursday's stock market action on a key data center project approval.

Description: Shares of enterprise software giant Oracle (NYSE:ORCL) fell 2.2% in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally.

Description: Scale matters as AI trade matures

Description: American Electric Power confirms a $2.65 billion agreement to buy Bloom Energy’s solid oxide fuel cells.

Description: Bloom Energy's stock price nearly quadrupled in 2025. Could the run keep going in 2026?

Description: Snowflake jumps 45% in a year on AI momentum, but premium valuation and rising costs raise questions for investors.

Description: By Aditya Soni, Harshita Mary Varghese and Dawn Chmielewski Jan 8 (Reuters) - Paramount Skydance on Thursday reiterated that its $108.4 billion bid for Warner Bros Discovery was superior to a rival

Description: Investing.com -- Artificial intelligence will remain the main driver of software performance in 2026, with spending shifting toward infrastructure, large platforms and tools that enable AI development.

Description: ORCL's AI data center push is driving 14% revenue growth and a record backlog, but $50 billion in capex and negative cash flow test investor patience.

Description: Oracle Corporation (NYSE:ORCL) is one of the most buzzing stocks to invest in according to hedge funds. On January 5, RBC Capital analyst Rishi Jaluria lowered the firm’s price target on Oracle to $195 from $250 and kept a Sector Perform rating on the shares. The firm suggested that 2026 will serve as a turning […]

Description: ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” fourth-quarter 2025 investor letter. The strategy focuses on generating high current income, income growth, and capital preservation by investing in high-quality large-cap companies that offer attractive dividends and potential for significant dividend growth. A copy of the letter can be downloaded here. The market […]

Description: Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q3 2025, the portfolio lagged behind the Russell 1000. Similar to the second quarter, the US equity markets favored a risk-on approach, benefiting high-risk, high-momentum, and lower-quality […]

Description: Early signs of a turnaround could set these two stocks apart in 2026.

Description: Warner Bros. Discovery, Inc. (NASDAQ:WBD) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the bidding war that took place for the acquisition of the company, as he commented: “Alright, let’s do just a couple more quick ones because the top four were all so similar. In sixth place, […]

Description: Oracle Corporation (NYSE:ORCL) ranks among the best big data stocks to invest in. On December 12, Evercore ISI reaffirmed its Outperform rating and $275 price target for Oracle Corporation (NYSE:ORCL), citing the company’s considerable data center lease contracts. The firm stated that Oracle’s multi-year data center leases are priced around $1.2 billion per month, with […]

Description: A disappointing earnings report from Oracle weighed on the stock.

Description: The HBO Max owner told shareholders to reject Paramount’s amended hostile bid, arguing that Netflix’s offer remains superior.

Description: Big Tech has been flat since October, held down by Wall Street’s AI worries. Now iis the time to be brave.

Description: Board says revised $30-per-share Paramount bid offers insufficient value and higher financing risk versus the existing Netflix agreement.

Description: Douglas and Lee discussed Oracle’s sharp pullback from summer highs, the balance sheet risks tied to AI spending, and why late-cycle tech enthusiasm can reverse quickly.

Description: The farm ERP market is booming due to the digital transformation of agriculture, supported by government initiatives. Key opportunities include the livestock and dairy sectors and the SaaS business model. Global Farm ERP Market Global Farm ERP Market Dublin, Jan. 07, 2026 (GLOBE NEWSWIRE) -- The "Farm ERP Market - A Global and Regional Analysis: Focus on Application, Product, and Regional Analysis - Analysis and Forecast, 2025-2035" has been added to ResearchAndMarkets.com's offering. The farm E

Description: MSFT shares are down 9%, but Azure's 40% growth, Copilot's 150 million users, and a cash-rich balance sheet support long-term upside.

Description: Paramount updated its offer late last month with a £30 billion ‘irrevocable personal guarantee’ from Oracle founder Larry Ellison.

Description: Software stocks have split into two camps in 2026. The winners are printing money with expanding margins and accelerating growth. The losers are treading water despite solid execution. What separates them? Profitability at scale, not just revenue growth. The market is done rewarding unprofitable expansion. It has started paying premiums for companies that convert dominance ... These 5 Software Stocks Prove Profitability Beats Growth in 2026

Description: Oracle can move AI capacity around fast, but it may not matter.

Description: A growing number of investors are now wagering that run, led by the Magnificent Seven, is about to end. Mounting concerns about AI’s ability to deliver seismic changes on the American economy — and the fat profits that would come with them — has turned investor euphoria about the technology into agita. “I call it ‘AI fatigue,’” said Ed Yardeni, president and chief investment strategist at the eponymous Yardeni Research.

Description: The total addressable market for green hydrogen could be over $60 billion by 2030.

Description: If you are wondering whether Oracle's current share price still offers value after a long run, this article will help you weigh what the numbers are really saying. Oracle closed at US$193.75, with a 7 day return of 1.8% decline, a 30 day return of 11.0% decline, a year to date return of 1.0% decline and a 1 year return of 20.8%, while the 3 year return is 131.6% and the 5 year return is 231.5%. Recent attention on Oracle has been shaped by ongoing discussion of its role in cloud software and...

Description: In recent months, Oracle has doubled down on AI-focused cloud infrastructure, ramping capital spending, expanding data centers, and deepening ties with major AI customers like OpenAI, Meta, Nvidia, and TikTok’s U.S. operations while adopting Nvidia’s new Rubin platform. At the same time, investors are increasingly focused on Oracle’s rising debt, heavy AI data center exposure on its balance sheet, and customer concentration risk, raising questions about how much financial strain the company...

Description: These tech companies offer solid return prospects over the next five years.

Description: Wedbush's Dan Ives sees a $6 trillion path for the chip giant, but DA Davidson's Gil Luria warns that the "AI party" could face a hangover if the data center cycle begins to roll over.

Description: Artificial intelligence chip leaders Nvidia (NVDA), Advanced Micro Devices (AMD) and Intel (INTC) un

Description: D.A. Davidson head of technology research Gil Luria — in a panel alongside Wedbush's Dan Ives and Yahoo Finance senior reporter Ines Ferré — explains why he gave a "reluctant upgrade" to CoreWeave's (CRWV) stock, calling the company a "marginal player" in the AI trade. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: The stock is down about 8% since October despite strong earnings outlook and rising competition in AI chips.

Description: Vera Rubin platform to deliver 5x AI computing power as competition intensifies

Description: In the battle of the tech giants, Oracle looks to have more execution risk than Microsoft.

Description: LAS VEGAS, January 06, 2026--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 SP Electricity North West’s (SP ENW) successful resolution of SAP system challenges by partnering with Rimini Street.

Description: Recent developments in Cloud AI highlight the growing trend towards domain-specific generative AI (GenAI) models, which are set to revolutionize complex industries by providing tailored, high-precision solutions. Articul8 has successfully deployed its domain-specific GenAI platform on Google Cloud for a leading semiconductor company in Santa Clara, showcasing its ability to accelerate product development cycles and enhance go-to-market strategies through precise, multimodal intelligence. This...

Description: Watch the Video How did Oracle go from market darling to market disappointment in just a few months? Lee and I agreed that the speed of the reversal surprised even seasoned investors. From AI royalty to market reality I recalled how strong Oracle looked earlier this year. The stock surged, Larry Ellison briefly became the ... Oracle’s AI Hangover Highlights the Risk of Chasing Late Cycle Tech Winners

Description: Several companies could see massive gains by 2030 to join the vaunted club.

Description: Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) is accelerating its release cycle, announcing at the CES 2026 convention on Monday that its highly anticipated Rubin data center products are in full production and nearing release this year.

Description: A Top Database and Software Provider and a Business Services Provider With Fundamental Strength Kick Off the New Year.

Description: Extreme Codesign Across NVIDIA Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU and Spectrum-6 Ethernet Switch Slashes Training Time and Inference Token Generation CostNews Summary: The Rubin platform harnesses extreme codesign across hardware and software to deliver up to 10x reduction in inference token cost and 4x reduction in number of GPUs to train MoE models, compared with the NVIDIA Blackwell platform.NVIDIA Spectrum-X Ethernet Photonics switch systems deliver 5x

Description: Find insight on Oracle, Doximity and more in the latest Market Talks covering Technology, Media and Telecom.

Description: Analysts with Jefferies upgraded IBM stock to a buy call and said they expect Oracle stock to bounce back from a harsh slump.

Description: Oracle (ORCL) is approaching significant revenue growth acceleration, supported by the ramp-up of ca

Description: AI stocks could be hit if OpenAI can’t sustain its growth—but Pivotal Research says these two technology companies would still be good bets.

Description: The Oracle chairman had remodeled the Pacific Heights house, which looks out at the Golden Gate Bridge and San Francisco Bay.

Description: Shares of online work marketplace Upwork (NASDAQ:UPWK) jumped 3.2% in the morning session after Jefferies named the company one of its preferred small-cap stocks.

Description: Investing.com -- Jefferies is urging investors to remain selective in software in 2026, arguing that growth “decelerates and lags versus other sectors like semis,” and recommending an underweight position until artificial intelligence monetisation becomes more visible.

Description: As the AI trade becomes "fractured," 2026 could see other stocks finally outshine the "Magnificent Seven."

Description: After hitting new highs in 2025, some AI stocks pulled back. In 2026, investors will look for revenue growth amid big investments.

Description: Global stock markets, riding high on AI euphoria at the start of 2026 may be disregarding one of the biggest threats that could spoil the party: a surge in inflation driven partly by the tech investment boom. U.S. stock indexes, where seven tech groups ​contributed half of all market earnings this year, made double-digit gains in 2025 to hit record highs as exuberance about AI and monetary easing also propelled European and ‌Asian equities to record peaks. Expectations for further rate cuts have buoyed bonds too, handing U.S. Treasury investors the best annual performance for five years as inflation retreated, although it remains above the Federal Reserve's average 2% target.

Description: With an estimated half a million workers needed to fill the construction industry’s labor shortages, AI investments this year may get stalled.

Description: Oracle and Palantir took center stage this year as the artificial intelligence sector continued to dominate the conversation.

Description: Oracle (ORCL) is back in the spotlight as it doubles down on AI data center spending tied to OpenAI, a strategy that boosts its long term growth story but sharpens questions around debt and concentration risk. See our latest analysis for Oracle. That backdrop helps explain why, despite a steep 90 day share price return of around negative 33%, Oracle still boasts a robust five year total shareholder return of roughly 230%. This suggests ongoing long term AI momentum even as near term...

Description: Silver, gold & platinum ETFs (SLVP, SILJ, GOEX) crushed it in 2025, while MEME & VIXY lagged.

Description: Visa, ExxonMobil, Oracle, and Netflix have multi-year compounding potential for patient investors.

Description: Jeff Bezos led the way. The Amazon founder sold 25 million shares for $5.7 billion in June and July, right around the time he was getting hitched to Lauren Sanchez in Venice.

Description: The moment Michael Burry announced his bearish bets on some of the biggest winners of the AI trade, including the likes of Nvidia (NASDAQ:NVDA), it seemed like a bursting of the bubble was inevitable. Of course, even the great Michael Burry of The Big Short fame can’t be right all of the time. And while ... There Might Not Be a Spectacular Bursting of an AI Bubble—Here’s What May Happen Instead

Description: Samsara Inc. (NYSE:IOT) is one of the Best AI Stocks to Buy under $50. On December 22, Evercore highlighted Microsoft, Salesforce, and Oracle as its top enterprise software picks for 2026. Besides these names, Samsara Inc. was highlighted as a favored idea, alongside Intuit and Snowflake. According to the analysts, these names pair secular AI […]

Description: Investopedia Editor-In-Chief Caleb Silver sits down with Yahoo Finance markets and data editor Jared Blikre to cover the biggest stocks he will be watching in 2026, including Oracle (ORCL), Constellation Energy (CEG), Robinhood (HOOD), and Berkshire Hathaway (BRK-A, BRK-B) after CEO Warren Buffett handed over the leadership reins to Greg Abel at the year's start. Also catch Caleb Silver share some of his 2026 market predictions. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: It was a record-breaking year for the 500 wealthiest people, proving the extent to which it literally pays to be rich

Description: MDB's Atlas is positioned to sustain subscription growth as enterprises scale cloud databases and move AI workloads into production.

Description: Oracle Corporation (NYSE:ORCL) ranks among the best AI stocks to buy according to analysts. Mizuho reaffirmed its Outperform rating and $400 price target for Oracle Corporation (NYSE:ORCL) on December 15. The firm called Oracle’s fiscal second-quarter results “mixed,” pointing out that while the Cloud segment’s performance was largely in line with expectations, there was a […]

Description: Duos Edge AI recently announced its expansion in Texas and entry into the Illinois market, highlighting continued momentum in deploying Edge Data Centers (EDCs) across diverse sectors. The company has added new EDCs in Lubbock, Texas to meet demand and plans to extend its infrastructure to the Greater Chicagoland Area as part of a broader Midwest expansion. These developments underscore the adaptability and scalability of their EDC solutions, catering to varied needs from education to carrier...

Description: Oracle was at the center of all things artificial intelligence (AI) in 2025, and therefore at the center of the investing world.

Description: Bolt and Texas Pacific Land aim to attract hyperscalers with bespoke land, power, and water services for data center campuses.

Description: Investing.com -- Billionaire founders, CEOs, and directors of major tech companies sold more than $16 billion worth of shares in 2025, with Amazon’s Jeff Bezos leading the pack.

Description: Artificial intelligence (AI) will continue to be a key pillar of market gains in 2026, Sevens Report research founder Tom Essaye tells Market Domination host Josh Lipton. Essaye says the AI trade could become more fractured, highlighting which AI stocks he expects to be winners and losers. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: The AI stock boom has shaken up the rankings of the world's wealthiest people. Yahoo Finance Markets and Data Editor Jared Blikre takes a look at how AI changed who sits atop the Bloomberg Billionaires Index. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Revenue could explode, or not.

Description: Brookfield is starting its own cloud business to lease chips inside data centers directly to artificial ​intelligence developers, The Information reported on Wednesday, in a ‌bid to gain end-to-end control of the AI value chain. The cloud business will ‌be tied to a new $10 billion AI fund that the firm is starting and a cloud company called Radiant that Brookfield will operate, the report added. The fund is ‍developing data center projects in France, Qatar and Sweden.

Description: Global billionaire wealth hit $11.9 trillion as gains in equities, AI-linked stocks, metals and crypto drove a historic year.

Description: Initial Claims Decreased More Than Expected

Description: China is hanging a new AI threat over Nvidia and America’s other chip giants that could undermine faith in Wall Street’s biggest growth driver, much like it did only a year ago with the DeepSeek chatbot launch. Scientists at universities in Shanghai and Beijing have developed a photon-based computing chip for artificial-intelligence training and inferencing that can outperform traditional silicon-based wafers, such as those produced by Nvidia the South China Morning Post reported. Dubbed LightGen, the new chip is faster and more efficient than Nvidia’s Blackwell GPUs, the report said, although its use case is tailored more for video production and image synthesis than broader AI workloads.

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: U.S. stock futures are trading in negative territory to start the last trading day of 2025.

Description: Oracle's (ORCL) dependence on OpenAI (OPAI.PVT) has emerged as a key risk for the cloud company. Monachil Capital Partners managing partner and chief investment officer Ali Meli joins Market Domination to discuss his outlook for the stock. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Gives SoftBank an 11% stake and boosts its global AI infrastructure push.

Description: The 500 richest billionaires gained over $2 trillion in net value in 2025. Much of the gain came from Tesla CEO Elon Musk and a few other big tech billionaires.

Description: Stocks will end 2025 with gains once again. The path to getting there was anything but straightforward.

Description: The “AI trade”—investing in companies linked to the artificial-intelligence data-center buildout—is about to enter its fourth year, and that brings questions of durability to the fore. Yes, 2026 is a make-or-break year, and in the end, power supply may be what applies the brakes. For now, demand for data center hardware from the likes of Nvidia and Micron Technology remains high, and that will continue at least through the first half of 2026.

Description: Nancy Curtin, chief investment officer at AlTi Tiedemann Global, helps wealthy families invest for the long term. An “innovation” bull market helps.

Description: From tariff threats to megamergers, it has been an eventful year for media and telecom stocks. Get ready for another one.

Description: AI push moves into execution mode

Description: Insider move follows a year of strong cloud growth but rising leverage concerns.

Description: China is hanging a new AI threat over Nvidia and America’s other chip giants that could undermine faith in Wall Street’s biggest growth driver, much like it did only a year ago with the DeepSeek chatbot launch. Scientists at universities in Shanghai and Beijing have developed a photon-based computing chip for artificial-intelligence training and inferencing that can outperform traditional silicon-based wafers, such as those produced by Nvidia the South China Morning Post reported. Dubbed LightGen, the new chip is faster and more efficient than Nvidia’s Blackwell GPUs, the report said, although its use case is tailored more for video production and image synthesis than broader AI workloads.

Description: Wedbush Securities managing director of strategic planning Michael Pachter sits down with Yahoo Finance markets and data editor Jared Blikre on Market Catalysts to discuss how the Warner Bros. Discovery (WBD) board may react to Paramount Skydance's (PSKY) latest offer of $108 billion — backed by $40 billion of Oracle (ORCL) CEO Larry Ellison's own money — compared to Netflix's (NFLX). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Investing.com -- Warner Bros Discovery is expected to reject Paramount Skydance’s amended $108.4 billion hostile bid, CNBC reported on Tuesday.

Description: SoftBank Group said it completed a $41 billion investment in OpenAI, one of the largest-ever private funding ​rounds that would give the Japanese firm a stake of about ‌11% in the ChatGPT maker. SoftBank Chief Executive Masayoshi Son has made an "all in" bet on ‌OpenAI and is expanding investment in artificial intelligence and related infrastructure, hoping to capitalize on surging demand for the computing capacity that underpins AI applications. The completion of the latest funding round for OpenAI comes just days after SoftBank unveiled ⁠a deal to buy ‌digital infrastructure investor DigitalBridge Group in a deal valued at $4 billion.

Description: A number of investors are competing for the opportunity to purchase the app, and if a deal were to go through, the platform's U.S. business could have its valuation soar to upward of $60 billion.

Description: A stalled Santa Claus rally has investors rotating to stability, spotlighting low-leverage names like Resmed that may hold up better amid tech-led volatility.

Description: Silver, gold & platinum ETFs (SLVP, SILJ, GOEX) crushed it in 2025, while MSOS, MEME & VIXY lagged amid policy, hype & calm markets.

Description: Recent developments in the Cloud AI sector highlight Applied Digital's strategic move to spin out its cloud computing business, Applied Digital Cloud, and combine it with EKSO Bionics Holdings to create ChronoScale Corporation. This proposed business combination is aimed at establishing an accelerated compute platform built specifically to cater to AI workloads, reflecting the increasing demand for GPU-accelerated cloud infrastructure. By focusing on delivering high-performance compute...

Description: U.S. stock futures were pointing to a mixed open on Tuesday as investors look ahead to the release of minutes from the Federal Reserve’s December meetings. Precious metals continue to be volatile, with prices gaining after a sharp selloff the previous day. Dow Jones Industrial Average futures were rising 14 points, or less than 0.1% early Tuesday.

Description: LAS VEGAS, December 29, 2025--Please replace the release issued December 19, 2025 with the following corrected version due to multiple revisions.

Description: Oracle is transforming from a tech stalwart to a major player in infrastructure and services for high-performance computing.

Description: Even though April is a long way off, it's a good idea to start planning now on how to reduce your tax bill.

Description: Russell 2000 Lags S&P 500 as Small Caps Underperform in 2025

Description: Outlook 2026: The waning year presented a number of headwinds with new risks arising as the calendar clicks over

Description: MSFT's Dynamics 365 revenues jump 21% in Q1 FY26, fueled by AI Copilot adoption and enterprise demand, making business apps a key stock catalyst.

Description: Disney agreed to let its characters be used in OpenAI's Sora videos. Is this a visionary move, or is Disney giving away its IP to AI?

Description: Potential deal could be announced Monday as SoftBank targets AI-driven data center infrastructure expansion.

Description: OpenAI news often drives many AI stocks up or down. Many tech companies have a stake in OpenAI's success or failure in 2026 and beyond.

Description: The Japanese conglomerate could announce an agreement as soon as Monday for New York-listed DigitalBridge, the people said, asking not to be identified because the information is private. Terms of the transaction, part of SoftBank’s campaign to take advantage of an AI-driven boom in digital infrastructure, couldn’t be learned. Shares in DigitalBridge rose as much as 54% in premarket New York trading Monday.

Description: We recently published 10 Stocks Jim Cramer Discussed. Paramount Skydance Corporation (NASDAQ:PSKY) is one of the stocks on Jim Cramer discussed. Paramount Skydance Corporation (NASDAQ:PSKY) is currently at the center of attention when it comes to the media industry. The firm is currently locked in a red-hot bidding war to acquire Warner Bros. Discovery and shake […]

Description: We recently published 10 Stocks Jim Cramer Discussed. Oracle Corporation (NYSE:ORCL) is one of the stocks on Jim Cramer discussed. AI data center infrastructure provider Oracle Corporation (NYSE:ORCL)’s shares have struggled in 2025’s last few months. Since mid-October, they have lost 36.7%. The stock has struggled due to reports of a slowdown in data center construction […]

Description: Oracle Corporation (NYSE:ORCL) is one of the most active US stocks to buy according to analysts. On December 15, Phillip Securities lowered the firm’s price target on Oracle to $344 from $350 and maintained a Buy rating on the shares. The firm raised its 2026 capital expenditure outlook for Oracle from $35 billion to $50 […]

Description: Broadcom Inc. (NASDAQ:AVGO) is among the Growth Stock Portfolio: 12 Stock Picks By Ken Fisher. On December 12, 2025, Thefly reported that Deutsche Bank increased its price objective for Broadcom Inc. (NASDAQ:AVGO) from $400 to $430 while keeping a buy rating. The business highlighted the company’s fiscal fourth-quarter performance, labeling growth as impressive. As stated […]

Description: It’s far from certain who will end up owning Warner Bros. It’s more certain that, whoever does, the outlook for theatrical movies is dimming. Warner has historically been one of Hollywood’s largest producers of theatrical films, averaging about 22 releases annually in the pre-Covid years of 2015 to 2019, according to data from Comscore Its franchises include “Harry Potter,” the DC Comics characters and “Lord of the Rings.” Netflix is still the official buyer since Warner Bros. Discovery designated the company as the winning bidder earlier this month.

Description: Oracle Corporation (NYSE:ORCL) is included among the 15 Dividend Stocks with Low Payout Ratios and Strong Upside. The stock has failed to meet expectations. Shares are down 32% this quarter alone. According to a report by CNBC, Oracle Corporation (NYSE:ORCL) is on pace for its steepest decline since 2001 and the dot-com bust. Investor confidence […]

Description: Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Investors Are Watching. On December 22, Wells Fargo reaffirmed its ‘Overweight’ rating on the stock with a $280 price target. Firm analysts believe that artificial-intelligence related concerns related to the stock are overblown and that the stock remains undervalued. Analyst Michael Turrin noted that sentiment for […]

Description: CID HoldCo Inc. (NASDAQ:DAIC) shares rose 23.80% in after-hours trading on Tuesday to $1.04, following an amended Securities and Exchange Commission filing detailing a C-suite leadership change. Oracle Veteran Named CRO The company named Delores Rochester as Chief Revenue Officer, effective Jan. 5, 2026, according to Tuesday's filing. She succeeds Robert Reny, who was removed on Dec. 12; the SEC filing noted his departure involved no accounting disagreements with the company. Don't Miss: If ther

Description: If you don’t buy the AI bubble fears and think the increased skepticism over some of the names powering the technology, it might be time to get just a bit more greedy to start 2026 off on the right track. Undoubtedly, the broad markets are starting to heat up again (AI stocks included), but there ... 2 Cheaper AI Stocks to Buy for 2026

Description: Oracle (NYSE:ORCL) looked set to be the newest addition to the $1 trillion club just a few months back in September, where its valuation topped $877 billion. Things have only gone downhill for the stock as Wall Street began doubting the story. ORCL stock has plummeted by over 40% from its peak after Q2 earnings. ... Is Oracle a Sinking Ship or a Buying Opportunity?

Description: Are you holding any of the stocks the Oracle of Omaha invests in?

Description: Aggressive AI data-center expansion and OpenAI deal drive volatility in Oracle shares and Ellison's fortune.

Description: Oracle's AI infrastructure push is driving explosive cloud growth, but $50 billion capex and negative free cash flow raise questions about profitability.

Description: Microsoft and Oracle both ride enterprise cloud and AI demand, but differences in growth, capex, and execution shape which stock offers better upside.

Description: Harbor Capital Appreciation Fund, an investment management company, released its Q3 2025 investor letter. A copy of the same can be downloaded here. The Harbor Capital Appreciation Fund primarily focuses on investing in equity securities, targeting U.S. companies that have a market capitalization of at least $1 billion at the time of investment. US equities delivered […]

Description: Top-ranked ETF areas that beat SPY in 2025 included semiconductors, Japan, financials and pharma. Winning ETFs were FTXL, EWJV, KBWB and IHE.

Description: Move strengthens Nvidia's data center strategy amid global surge in AI infrastructure spending.

Description: Recent findings from a survey conducted by the Ramsey Theory Group highlight three pivotal trends in artificial intelligence (AI) that will define enterprise strategies in 2026. As AI moves from experimental phases to becoming a fundamental component of business operations, organizations are focusing on agentic AI systems with controlled autonomy, robust AI cost management, and dynamic governance models. These developments reflect a mature AI market where accountability, transparency, and...

Description: Shares of Microsoft (NASDAQ:MSFT) gained 1.96% over the past five trading sessions after losing 0.03% the five prior. That brings MSFT’s year-to-date gain to 16.59%, including a nearly 38% gain since its year-to-date low on April 8. When the Magnificent Seven member reported FY 2026 Q1 earnings on Oct. 29, 2025, shares fell despite beating ... Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year

Description: TPW Advisory founder Jay Pelosky and Whalen Global Advisors founder and chairman Chris Whalen come on Market Catalysts to discuss the credit risks materializing in the AI trade and Magnificent Seven tech names, most notably Oracle's (ORCL) growing debt amid concerns of an AI bubble risk. Also catch Jay Pelosky and Chris Whalen share their insights into the banking sector heading into 2026, the next phase in the commodities super cycle, and forecasts on non-US equities. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical

Description: Focusing on companies with long-term revenue visibility and disciplined cost management can prove a winning strategy for retail investors.

Description: Oracle and Chairman Larry Ellison spent the year chasing cloud computing, social media, and Hollywood studios.

Description: OpenAI seen fueling earnings through 2029

Description: <body><p>STORY: From market jitters over Oracle to Nvidia's big China move, this is AI Weekly.</p><p>:: AI Weekly</p><p>Oracle shares fell last week after a key financial partner said it won't help fund a major AI data center.</p><p>Talks reportedly broke down with Blue Owl Capital over plans to build a $10 billion data center in Michigan.</p><p>The Larry Ellison-owned tech giant signed a huge deal with OpenAI this year.</p><p>Oracle has borrowed heavily to build its AI infrastructure but its rising debt has concerned some investors.</p><p>Nvidia aims to start shipping its second-most powerful AI chips to China by mid-February.</p><p>That's what three sources told Reuters, who added the firm said it plans to add new production capacity for the semiconductors.</p><p>The Trump administration allowed sales of Nvidia's H200 chips to China this month.</p><p>Although Beijing has yet to approve any purchases of it.</p><p>SoftBank is reportedly racing to close a $22.5 billion funding commitment to OpenAI by the end of the year.</p><p>Sources said the Japanese investor has explored cash-raising schemes, including a sale of some investments.</p><p>The company has already sold all of its $5.8 billion stake in Nvidia.</p><p>Softbank agreed a deal to invest $300 billion in OpenAI this year in one of the biggest bets yet made by CEO Masayoshi Son.</p><p>UPS-owned company Happy Returns is using AI to spot fakes in holiday boxless returns.</p><p>The firm says nearly one in every 10 retail items returned for a refund in the U.S. is fraudulent.</p><p>Its AI tool helps to find fraudulent returns by flagging suspicious packages, analyzing their contents, and sending them for final audit by humans.</p><p>David Sobie is CEO of Happy Returns.</p><p>“Retailers are under a tremendous amount of pressure, pressure from a cost perspective and pressure from a return fraud perspective. And so those are two areas that we're really trying to help them alleviate."</p><p>And around 25,000 people have shown interest in joining the Trump administration's so-called Tech Force.</p><p>That's according to a U.S. government official - Reuters couldn't independently verify the figure.</p><p>Washington wants to hire staff with AI expertise in federal roles.</p><p>The candidates will compete for 1,000 spots in the first Tech Force cohort.</p><p>Recruits will spend two years working on tech projects inside federal agencies.</p></body>

Description: TikTok owner ByteDance is set to expand its outlay on AI next year, with the company making preliminary plans to spend $23B, or RMB 160B, in capital expenditure in 2026, Zijing Wu and Ryan McMorrow of The Financial Times reports, citing two people with knowledge of the matter. More than half of the total will be spent on acquiring advanced semiconductors to develop AI models and applications, the sources added. This is an increase from the RMB 150B invested in AI in 2025. Oracle (ORCL), Silver L

Description: Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Making Waves on Wall Street. On December 17, Citizens maintained its “Market Outperform” rating on the stock with a $342.00 price target. The firm remains confident in Oracle’s cloud business model, contract economics, and funding structure, despite ongoing debt-related concerns. Citizens highlighted the increasing cost of […]

Description: Tech companies have moved more than $120bn of data centre spending off their balance sheets using special purpose vehicles funded by Wall Street...

Description: Paramount needs to offer more to win the bidding war, Harris Associates portfolio manager Alex Fitch told Barron’s.

Description: Ellison has pledged to give away 95% of his fortune, but the recent move shows a new playbook.

Description: Dan Ives, Wedbush's managing director and global head of technology research, says Adobe (ADBE) is "under the most pressure" to adapt amid the AI boom. Ives explains why and shares what most surprised him about the AI trade in 2025. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Description: Software rally seen broadening next year

Description: SNOW rides on surging AI demand, hitting a $100M AI run rate early as AI drives half of bookings and fuels rapid platform adoption.

Description: Oracle Corporation (NYSE:ORCL) is one of the stocks that was on Jim Cramer’s radar. Cramer highlighted it as a “debt-laden software company,” and commented: “Let’s talk about what needs to happen. What could go right, a little more optimistic, to get the data center theme back on track? Right now, the biggest ambush in this […]

Description: Oracle is in focus as Wedbush’s Dan Ives predicts the stock could surge to $250 in 2026 on accelerating cloud and data-center momentum.

Description: Oracle founder steps in after Warner rejected Paramount's trust-backed proposal, citing need for a secured personal guarantee.

Description: Oracle, Reddit, and Netflix are rock-solid long-term investments.

Description: Metals, shipping and rare earth ETFs like SLVP, BWET and SETM led 2025, and SPY has gained 14.8% YTD despite AI, tariff and rate jitters.

Description: The S&P 500 has nearly doubled over the past three years, partly because of all the excitement over artificial intelligence.

Description: Paramount Skydance's (PSKY) latest proposal to acquire Warner Bros. Discovery (WBD) is still not suf

Description: Akamai Technologies has launched ISV Catalyst, a new partner program aimed at accelerating growth for independent software vendors (ISVs) on its globally distributed cloud platform. This initiative is designed to support ISVs in creating, marketing, and selling cloud-native solutions, particularly those involving artificial intelligence and multicloud capabilities. By offering no referral fees for ISVs during the first year and various promotional opportunities, the program aims to lower...

Description: Paramount Skydance's latest offer to buy Warner Bros Discovery is still not good enough for prominent shareholder Harris Oakmark, the investor told Reuters on Monday. Warner Bros' fifth largest shareholder, owning ​96 million shares or about 4% of shares as of the end of September, said it would hold out for more ‌from the Ellison family-controlled Paramount. "The changes in Paramount’s new offer were necessary, but not sufficient," Harris Oakmark portfolio manager and Director of U.S. Research Alex Fitch said ‌in an email to Reuters.

Description: Oracle stock has plummeted by 41% from its September peak, despite soaring demand for its artificial intelligence infrastructure.

Description: Oracle Corporation (NYSE:ORCL) is one of the Stocks That Will Go To The Moon in 2026. On December 19, Rishi Jaluria from RBC Capital reiterated a Hold rating on the stock with a $250 price target. Earlier on December 17, Citizens also maintained a Hold rating on the stock with a $342 price target. The […]

Description: That puts the ball back in WBD’s court to reject Paramount’s offer for the eighth time if it chooses to stick with Netflix.

Description: US companies have sold $1.7tn of investment-grade bonds in 2025, a near-record sum stoked by a rush of borrowing to fund artificial intelligence...

Description: On Dec. 22, 2025, AI and semiconductor leaders lifted U.S. stocks as a holiday-week rally extended across major indexes

Description: Tesla shares rise after a Delaware Supreme Court ruling officially restores CEO Elon Musk’s 2018 pay package.

Description: US stocks (^DJI, ^IXIC, ^GSPC) are ticking up on Monday to start the shortened trading week. What is Wall Street's market outlook for 2026 as more experts consider the risk tied to certain variables, such as the debt profiles attached to the AI trade? The Wealth Alliance President and Managing Director Eric Diton shares his thoughts. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Paramount Skydance amended its offer for Warner Bros. Discovery on Monday, guaranteeing the backing of Oracle founder Larry Ellison following the rejection last week of its hostile bid. Paramount said in a news release that it wouldn’t be raising its offer of $30 a share for all of Warner Discovery. “Our $30 per share, fully financed all-cash offer was on Dec. 4, and continues to be, the superior option to maximize value for WBD shareholders… We expect the board of directors of WBD to take the necessary steps to secure this value-enhancing transaction and preserve and strengthen an iconic Hollywood treasure for the future,” David Ellison said.

Description: Wall Street is entering a holiday-shortened week calculating the chances of a "Santa Claus rally" to end the year.

Description: Oracle is radically changing its finances as it shifts from software to the cloud. Now its Chairman Larry Ellison is getting his fingers into media.

Description: Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 2.9% in the afternoon session after the stock's positive momentum continued as reports surfaced that its U.S. joint venture, alongside other American investors, secured a controlling interest in TikTok's U.S. operations.

Description: Shares of multinational media and entertainment corporation Paramount (NASDAQ:PSKY) jumped 3.8% in the afternoon session after the company amended its $30 per share all-cash offer for Warner Bros. Discovery, with Oracle co-founder Larry Ellison adding a personal guarantee for a major portion of the deal's financing.

Description: It's the latest attempt by one major Hollywood superpower to acquire another.

Description: Larry Ellison is personally guaranteeing over $40 billion of financing for Paramount's planned takeover of Warner Bros. Discovery. Warner's board had been skeptical about the firmness of Paramount's offer, which the Ellison family had backstopped through a family trust.

Description: Analysts are saying that Super Micro Computer could hit $176 by 2030. Bullish on SMCI? Invest in Super Micro Computer on SoFi with no commissions. If it's your first time signing up for SoFi, you'll receive up to $1,000 in stock when you first fund ...

Description: Investing.com -- Oracle Corporation (NYSE:ORCL). co-founder Larry Ellison has stepped in to personally guarantee $40.4 billion in equity financing for Paramount Skydance’s (NASDAQ:PSKY) hostile pursuit of Warner Bros Discovery Inc (NASDAQ:WBD), a move designed to dismantle the primary defense used by the Warner board to favor a rival deal with Netflix Inc (NASDAQ:NFLX) The amendment, disclosed in a regulatory filing on Monday, directly addresses claims made by the Warner Bros. Discovery (WBD) bo

Description: The S&P 500 has nearly doubled over the past three years, partly because of all the excitement over artificial intelligence.

Description: The Larry Ellison-led company is finally set to own a stake in the popular social media platform owned by the Chinese.

Description: <body><p>STORY: :: Oracle Handout</p><p>Billionaire Larry Ellison has thrown his weight behind the latest effort by Paramount Skydance to buy Warner Bros Discovery... ratcheting up the industry’s most closely watched takeover battle.</p><p>The Oracle cofounder and father of Paramount Skydance CEO David Ellison on Monday said he will personally guarantee more than $40 billion for the deal...</p><p>in an effort to pry Warner Bros Discovery away from selling its prized assets to rival bidder Netflix.</p><p>The guarantee, disclosed in a Monday filing, sent shares of Paramount soaring as much as 8% in morning trading.</p><p>It comes after Warner Bros last week asked its shareholders to reject Paramount’s more than $108 billion offer for the company, including its cable TV assets.</p><p>The bid had raised doubts over its financing and the lack of a full guarantee from the Ellison family.</p><p>Paramount said the amended terms do not change its $30-per-share all-cash offer for Warner Bros.</p><p>It also agreed to raise the fee it would pay if the deal was blocked by regulators from $5 billion to $5.8 billion, matching Netflix's offer.</p><p>Meanwhile, lawmakers from both parties have voiced concerns about consolidation in the media industry.</p><p>A Paramount-Warner Bros merger would create a studio larger than industry leader Disney and combine two major television operators, a move some Democratic senators say would give one company control over "almost everything Americans watch on TV."</p><p>A Netflix-Warner Bros tie-up would cement Netflix's dominance in streaming, creating a company with a combined 428 million subscribers. </p></body>

Description: For the best analysis of where things stand in the battle between Netflix and Paramount Skydance to take over Warner Bros. Discovery it’s best to consider what the baseball sage Yogi Berra once said: “It ain’t over until it’s over.” WBD’s board had accepted Netflix’s offer of $27.75 per share (composed of $23.25 in cash and $4.50 in Netflix stock), worth $82.7 billion, for Warner’s movie studio and its streaming business (which includes HBO) and rejected Paramount’s all-cash tender offer to WBD’s shareholders of $30 a share, or $108.4 billion, for the entire company. The WBD board said Paramount’s offer was lacking on a number of counts, especially the fact that Larry Ellison, chairman of Oracle father of Paramount CEO David Ellison and sugar daddy of that company’s bid, hadn’t personally guaranteed the offer.

Description: In recent weeks, Bloom Energy’s role as a power supplier to AI data centers has come under pressure as worries about an AI spending bubble, pulled financing for a major Oracle project, and competition from players like GE Vernova and potential orbital data centers raised doubts about the durability of its AI-linked growth pipeline. At the same time, Bloom Energy’s improved profitability, positive free cash flow, and multibillion‑dollar data center collaborations with partners such as...

Description: Paramount says Ellison will personally backstop $40.4bn as WBD urges shareholders to reject the $108.4bn offer.

Description: Salesforce and Oracle Gain After Evercore Highlights AI Growth Potential

Description: Move strengthens Paramount Skydance's all-cash offer amid ongoing streaming battle.

Description: Bearish conditions on Wednesday turned bullish by Friday's close, with the S&P 500 and Nasdaq back above their 50-day lines. Palantir and GE lead a slew of new buys.

Description: TikTok may well remain an uninvestable security, but its newest survival strategy in the U.S. is having ripple effects throughout public technology stocks and the ETFs that track them. The short-video platform has reportedly signed binding agreements to form a new U.S.-based joint venture with a group of American and global investors, including Oracle Corp. (NYSE:ORCL), Silver Lake and Emirati investment firm MGX. This acquisition, set to be completed on Jan. 22, changes ownership to significant

Description: In the AI trade, you "can't just bet on one company," Wedbush Securities managing director and global head of technology research, Dan Ives, tells Yahoo Finance, highlighting the importance of diversification for AI investors. Watch the video above to hear more about Ives' AI thesis and the 30 stocks in the Dan IVES Wedbush AI Revolution ETF (IVES). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Iren has outpaced most stocks this year, but a 50% drop over the past few weeks has some investors on edge.

Description: The AI trade isn't over. Investors have just become choosier about which players might emerge as winners.

Description: Oracle Corporation (NYSE:ORCL) is one of the tech and consumer sector stocks that Jim Cramer talked about. Cramer discussed OpenAI and Oracle’s role in tech spending. He said: “Behind the scenes, lurked OpenAI, the creative ChatGPT, which, along with Oracle have been… huge drivers of the burgeoning tech spend. For most of 2025, those are […]

Description: Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer shed light on. Cramer discussed the company’s deal with OpenAI, as he commented: “Wall Street Journal is questioning Oracle for relying on a squishy number, a $300 billion five-year agreement with again OpenAI. Oracle didn’t formally announce the contract, but it put it in what’s […]

Description: Blue Owl Capital Inc. (NYSE:OWL) is one of the stocks Jim Cramer shed light on. Cramer highlighted the company’s “discipline” during the episode, as he remarked: “This morning, the Financial Times broke this terrific story that said Blue Owl Capital is refusing to back a $10 billion deal for a planned Oracle data center in […]

Description: Oracle stock peaked in September before suffering a continued decline in the back half of the year.

Description: You have to think beyond "Magnificent" stocks in 2026!

Description: Consumer spending data and employment numbers from ADP will headline a quiet holiday week as investors look for signs of a 'Santa rally.'

Description: The traditional market “Santa rally” — a seasonal phenomenon in which stocks often rally through November and December — has been conspicuous...

Description: While the value of some companies integral to the AI boom like Nvidia, Oracle and Coreweave have seen their value fall since the highs of the mid-2025, the US stockmarket remains dominated by investment in AI. Such dominance, based almost exclusively on building one kind of AI - Large Language Models is sustaining fears of an AI bubble. "We are long, long away from that," Jensen Huang, CEO of AI chip-maker Nvidia and the world’s first $5trn company, told Sky News last month.

Description: TikTok has finalized a deal with new US owners including Oracle, MGX, and Silver Lake. However, these investors will not have significant control over key business areas, according to an internal memo. What Happened: TikTok has reached an agreement with Oracle, Abu Dhabi investment firm MGX, and private-equity firm Silver Lake for a joint-venture agreement. These new investors will focus on national security-related tasks, such as data management and algorithm training. However, TikTok’s current

Description: Oracle is now at the center of two very different dramas in Washington. One is about saving TikTok from a U.S. ban, and the other is about how far the software giant can go with its balance sheet to pay for the AI boom. On one hand, ByteDance, TikTok's Chinese parent company, has finally agreed to ...

Description: The AI infrastructure giant has pulled back significantly of late, but it could make a big comeback in the new year.

Description: This week in bitcoin mining news, the CCP gets tough on bitcoin mining once again, Hut 8 signs a $7B AI deal, and CoreWeave faces construction delays.

Description: Explore a probability-driven options framework that bypasses valuation logic to identify favorable risk-reward setups in these large-cap names.

Description: Bearish conditions on Wednesday turned bullish by Friday's close, with the S&P 500 and Nasdaq back above their 50-day lines. Palantir and GE lead a slew of new buys.

Description: The data centers critical to the nation's AI ambitions are spawning local political battles as rising energy costs frustrate communities. What investors need to know about data center NIMBYism.

Description: Doug and Lee examined how a disappointing Oracle report and rising infrastructure constraints have cooled AI enthusiasm, raising concerns about capital intensity, delayed returns, and competitive pressure from China.

Description: Oracle Corporation (NYSE:ORCL) is among the 14 Best S&P 500 Stocks to Buy Now. On December 16, Barclays maintained its Overweight rating on the stock with a price target of $310. Earlier on December 11, RBC Capital cut its price target on the stock to $250 from $310 while keeping a Sector Perform rating. The […]

Description: The share price of Bloom Energy Corporation (NYSE:BE) fell by 24.01% between December 10 and December 17, 2025, putting it among the Energy Stocks that Lost the Most This Week. Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally. Bloom’s Energy […]

Description: Investing.com -- It’s been a mixed week for equities, with the rise so far in Friday’s session putting the S&P on track to close flat for the week, while the Nasdaq would post a 0.2% increase.

Description: Bearish conditions on Wednesday turned bullish by Friday's close, with the S&P 500 and Nasdaq back above their 50-day lines. Palantir and GE lead a slew of new buys.

Description: Oracle's relationship with OpenAI has become a never-ending source of market angst, as the tie-in reminds many of questionable vendor-financing practices from the late 1990s. But is the caution overblown?

Description: On Dec. 19, 2025, upbeat AI sentiment helped lift major U.S. indexes even as quad‑witching volatility kept trading choppy.

Description: What Happened in Markets Today Stocks close wild week on a high note. After AI jitters sparked sharp declines earlier in the week, major U.S. indexes ended the last full trading week of the year in positive territory.

Description: US equity indexes rose on Friday as technology topped sector charts in a broad-based rally, aided by

Description: Find insight on Lyft, AI investments impact on global credit in 2026 and more in the latest Market Talks covering technology, media and telecom.

Description: Oracle shares jump following a joint venture agreement with TikTok, while Nike stock plummets following lackluster sales in China.

Description: US equity benchmarks rose for a second straight session on Friday, with the Nasdaq Composite leading

Description: <body><p>STORY: "Tariffs, remember, they're not entirely resolved," Rathbun noted. "We actually kicked the can down the road pretty far with China, and so we might get some news about some negotiations with China on tariffs that the markets may not like." </p><p>"AI, as exciting as it is, it may be supply constrained by energy and materials and labor," she added. "We saw with Oracle and Broadcom just in the last several weeks, what happens when you say, 'OK, there's a lot of demand, but we can't deliver it because we're supply constrained' - there was a huge selloff on those stocks."</p></body>

Description: US equity indexes ended mixed as a cooler inflation print and Micron Technology's (MU) solid fiscal

Description: The S&P 500 Index ($SPX ) (SPY ) on Friday closed up by +0.88%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed up by +0.38%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up by +1.31%. March E-mini S&P futures (ESH26 ) rose +0.87%, and March...

Description: ↗️ Oracle (ORCL): TikTok parent Bytedance formally agreed to form a new U.S. joint venture that will be 50% held by an investor consortium that includes Oracle. Shares jumped 6.6%. ↗️ CoreWeave (CRWV): Shares in the data-center operator jumped, extending a rebound that follows punishing declines.

Description: Stocks gained ground on Wall Street as AI stocks like Nvidia turned higher again. The S&P 500 rose 0.9% Friday, erasing its losses for the week. The Dow Jones Industrial Average added 183 points, or 0.4%, and the Nasdaq composite rose 1.3%.

Description: US equity indexes closed higher Friday as tech stocks paced the rally. * US existing home sales e

Description: US stocks rose as 2025's last full week of trading drew to a close, with Wall Street weighing catch-up jobs and inflation data.

Description: Tech stocks gained late Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Description: US equity indexes rose ahead of the close on Friday, with technology topping sector charts in a broa

Description: NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer talked about recently. Cramer highlighted why the stock keeps “going down,” as he stated: “I have good news, though, for the heavy hitters in AI, which brings me to The Godfather. In the movie, Don Corleone agrees to a peace with the other five families […]

Description: Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer talked about recently. Cramer noted that the company has a “huge amount of debt” and remarked: “But how about the rest of tech? The data center, the hyperscalers, the proprietary semis, the ones we loved for so long, what happens to those?… The answer can […]

Description: New structure shifts control to Americans

Description: Asian shares were moderately higher and U.S. futures were mixed after the Bank of Japan raised its key policy rate Friday to its highest level in 30 years. It took the benchmark rate to 0.75%, which is still low compared with other major economies. Regional shares advanced after stocks on Wall Street rose Thursday following an encouraging report on inflation that could help the Federal Reserve keep cutting interest rates next year.

Description: U.S. stocks have been swinging as investors debate whether the AI boom is turning into a bubble. Over the past five days, the tech-heavy Nasdaq Composite has declined by approximately 2.4%. Mixed earnings from companies such as Oracle and Broadcom have added to the AI bubble concern, raising ...

Description: <body><p>STORY: Social media giant TikTok is selling just over 80% of its U.S. assets, in a move to avoid a ban in the country. </p><p>Chinese owner ByteDance said Thursday that it had signed binding agreements with three major investors:  Oracle, Silver Lake, and Abu Dhabi-based MGX.</p><p>The deal will create a new U.S. company called TikTok USDS Joint Venture. </p><p>ByteDance will retain a stake of just under 20%. </p><p>The move is a big step to end years of worry about TikTok's future in the U.S.</p><p>It had faced a ban from January this year under a law requiring it to divest its assets in the country over national security concerns. </p><p>:: File</p><p>Donald Trump also tried to ban the app during his first term, but later became a fan, crediting it with helping him win last year's election. </p><p>He opted to delay the January ban upon taking office this year. </p><p>The deal's details align with a plan unveiled in September. </p><p>In a memo to employees, TikTok said it would enable quote "over 170 million Americans to continue discovering a world of endless possibilities as part of a vital global community."</p></body>

Description: Oracle stock's recent sell-off reflects growing unease about the cost and timing of its AI infrastructure gamble.

Description: TikTok and Chinese owner ByteDance signed agreements with Oracle and two other investors to form a new U.S. joint venture. CEO Shou Zi Chew told employees in a memo viewed by Barron’s that the joint venture will be 50% held by a consortium of new investors, which includes Oracle, Silver Lake, and MGX. Each of those firms will hold 15% in the new entity, named TikTok USDS Joint Venture LLC.

Description: Deal will allow app to continue operating in US as Elizabeth Warren condemns Trump and his ‘billionaire buddies’

Description: TikTok Chief Executive Officer Shou Chew told employees that the company and ByteDance signed binding agreements to create a US joint venture majority-owned by American investors, according to an internal memo reviewed by Bloomberg. Chew wrote that he was “pleased to share some great news” and said agreements with Oracle, Silver Lake Management and MGX have been signed.

Description: The deal closes a long-running drama in which U.S. authorities have sought to compel ByteDance to divest.

Description: TikTok agreed to a new joint venture that will be controlled by American investors, according to reports Thursday.

Description: Artificial intelligence is rapidly transforming financial operations, and several companies are racing to automate accounts payable, receivable, and expense management for small and mid-sized businesses. We looked at four stocks to see who benefits most from AI-powered financial automation. The Players in AI Financial Automation Bill.com (NYSE:BILL) provides cloud-based financial automation for SMBs, processing approximately ... If AI Financial Automation Happens (It Is) Then These Four Companie

Description: Investing.com -- TikTok has signed binding agreements to create a US joint venture that will be majority-owned by American investors, according to an internal memo from CEO Shou Chew to employees.

Description: TikTok CEO Shou Chew told employees that owner ByteDance had signed binding agreements to create a new joint venture for the app in the United States.

Description: TikTok has signed agreements with three major investors — Oracle, Silver Lake and MGX — to form a new TikTok U.S. joint venture, ensuring the popular social video platform can continue operating in the United States. The deal is expected to close on Jan. 22, according to an internal memo seen by The Associated Press. In the communication, CEO Shou Zi Chew confirmed to employees that ByteDance and TikTok signed the binding agreements with the consortium.

Description: Positive CPI data and Micron’s upbeat AI-memory outlook went some way to fuel a tech recovery today, Dec. 18, 2025.

Description: TikTok signs deal to sell US unit to American investors, including Oracle, Silver Lake.

Description: DTE had asked regulators for expedited approval of its plan to power the multi-billion dollar, 1.4-gigawatt facility in Saline Township. “They show a net financial benefit to DTE’s other customers,” said Dan Scripps, chair of the Michigan Public Service Commission. The rapid build-out of data centers in the US has transformed the energy industry, with growing controversy over facilities that can suck up as much electricity as entire cities.

Description: Elon Musk's net worth hits $681 billion, more than double Google co-founder Larry Page's $249 billion wealth, as Tesla's stock surge widens the billionaire gap.

Description: US equity indexes advanced on Thursday as a surprise retreat in the inflation rate boosted the odds

Description: The markets are growing concerned with the IT company's ability to finance data center build-outs and its partnership with OpenAI.

Description: Stocks jumped following the latest reading on consumer inflation that could help set expectations for the path of interest rates.

Description: Oracle and AI stocks drove damaging market losses Wednesday. Micron jumped late on strong earnings and blowout guidance.

Description: In rejecting Paramount ’s hostile takeover bid, Warner Bros. questions the Ellison family trust and its commitment to a $77.9 billion deal.

Description: The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 billion in 2025, and $571 billion in 2026. By 2030, ...

Description: <body><p>STORY: Wall Street's main indexes closed lower on Wednesday, with the Dow dropping nearly half a percent, the S&P 500 shedding more than 1% and the Nasdaq losing 1.8%.</p><p>Shares of Oracle dropped nearly 5.5% after a report said the company's largest data center partner, Blue Owl Capital, will not back a $10 billion deal for its next AI-related facility.</p><p>Adam Coons is chief investment officer at Winthrop Capital Management.</p><p>"In particular today, the story is around Oracle, the continued buildout, and then the fact that Blue Owl, who's been prevalent with some other deals with AI stories, actually did not participate in Oracle's equity offering surrounding their buildout of their data center up in Michigan. So that got markets just a little bit worried about, you know, kind of the growing angst around growing debt to fund all of this AI infrastructure build.”</p><p>Worries about the technology sector taking on more debt to develop AI have discouraged risk-taking lately.</p><p>Shares of AI bellwether Nvidia fell nearly 4% on Wednesday, and fellow chipmaker Broadcom dropped 4.5%.</p><p>Shares of Amazon also closed lower after reports said the company is in talks to invest about $10 billion in ChatGPT maker OpenAI.</p><p>On the flip side, shares of Micron Technology rose as much as 14% in extended trading, before paring some of those gains, after the company forecast second-quarter profit well above Wall Street estimates, buoyed by soaring prices for memory chips and booming demand from AI data centers.</p></body>

Description: This marks the fourth-straight down-day for the blue-chip Dow and the comprehensive S&P 500.

Description: The wait is on for the latest reading on consumer inflation that could help set expectations for the path of interest rates.

Description: ↘️️ Warner Bros. Discovery (WBD): The conglomerate recommended shareholders reject Paramount (PSKY)’s hostile bid, saying the Netflix (NFLX) deal is better. Warner shares slipped 2.4% Wednesday, while Paramount dropped 5.

Description: The Dow fell 228 points led by Caterpillar and Nvidia. The PHLX Semiconductor Index that is home to 30 major chip stocks dropped 3.8% by the closing bell. Nvidia, Broadcom, Tesla and Google-parent Alphabet all shed 3-4% by the closing bell, racking up a total of $431 billion in lost market cap for the day.

Description: Tech stocks slid on Wednesday, continuing to drag down major indexes, as investors worried about the future of AI-themed stocks. The Nasdaq Composite Index dropped 1.8%, while the S&P 500 slipped 1.2%, the biggest falls for each benchmark in nearly a month. Tech giants Google-parent Alphabet Nvidia and Tesla all fell more than 3%, leading the Magnificent Seven growth stocks lower, while the Dow industrials fell 0.5%, dragged lower by a fall in Caterpillar shares.

Description: The Nasdaq Composite on Wednesday posted its worst day in nearly four weeks, with technology stocks

Description: Stock Market Today: The Dow Jones index rose Wednesday after the indexes dropped Tuesday. Tesla stock wavered.

Description: <body><p>STORY: Shares of Oracle fell nearly 5% after a report said the cloud company's largest data center partner Blue Owl Capital will not back a $10 billion deal for its next AI data center facility.</p><p>Coons said the pullback also reflects a normal repricing process rather than signs of a broader AI bubble.</p><p>"I think this is really healthy for all those that talk about a AI bubble, I think this proves that there isn't one because this is so much different than the dotcom bubble, because there are healthy discussions and healthy pullbacks like this for certain names that probably deserve it," he said.</p></body>

Description: Tech shares suffered another bout of weakness Wednesday on worries about an AI bubble, hitting US stocks as oil prices advanced following a US announcement of a blockade of tankers to Venezuela.Oil prices rallied after US President Donald Trump ordered a blockade of "sanctioned" oil tankers heading to and leaving Venezuela.

Description: Nvidia Microsoft and other prominent artificial-intelligence stocks are seeing bouts of selling. Wall Street has grown wary that software and internet companies will slow down the pace of their investments in data centers, dragging down chip stocks. The worry there is that returns on their massive AI investments might disappoint the market’s expectations.

Description: US equity indexes dropped on Wednesday as a sharp decline in technology and communication services h

Description: Oracle’s largest data centre partner Blue Owl Capital will not back a $10bn deal for its next facility, as the software group faces increased...

Description: Tesla drops after setting a record closing high, while Lennar tumbles following weak earnings for the home builder.

Description: A chip start-up named Mystic has created worries similar to the DeepSeek situation earlier this year.

Description: A fresh fall in tech stocks dragged indexes lower Wednesday as concerns about artificial-intelligence valuations and spending heated up.

Description: US equity indexes fell Wednesday as technology stocks dropped amid financing concerns for an Oracle

Description: Amazon is in talks to invest at least $10 billion in OpenAI, which would use the e-commerce giant's in-house AI chips.

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

Description: Palantir stock has gained about 20% since its November slump. It appears that the stock has weathered the storm of the AI sell-off, which was triggered by investor fears that AI is a bubble. Last week was especially difficult, as Oracle and Broadcom both took a sharp drop after reporting earnings, ...

Description: Legendary short-seller Jim Chanos is sounding the alarm on the AI infrastructure boom, warning that a critical accounting oversight regarding Nvidia Corp. (NASDAQ:NVDA) chips creates a “massive financial risk” for the sector's aggressive ...

Description: Warner Bros Discovery is planning to recommend to its shareholders as soon as Wednesday that they reject Paramount’s $108bn hostile bid, with...

Description: Investors don’t need to worry about the central bank’s coming interest-rate decisions. Policymakers have their back.

Description: A hidden leasing bomb, a $300B AI gamble, and shrinking investor patience--Oracle's bold cloud play is under the microscope.

Description: Oracle Corporation (NYSE:ORCL) is included among the 15 Best Blue-Chip Stocks with Growing Dividends. Oracle Corporation (NYSE:ORCL) pushed back on December 12 against a report claiming it would finish building data centers for OpenAI in 2028 rather than 2027. The report, published by Bloomberg, said the delay was tied to labor and materials shortages and […]

Description: XEL adopts AI-enabled Opower to deliver personalized energy tools, boosting customer control, efficiency and long-term growth potential.

Description: GE Vernova is developing a new business line, and it could shake up the market for artificial-intelligence data center power solutions. The company said at an investor day last week it is working on manufacturing fuel cells, which are devices that operate a little like batteries to generate electricity. Unlike batteries, fuel cells are powered by fuels like hydrogen or natural gas that make electricity through chemical reactions.

Description: Worries that debt-fueled investments might not pan out as hoped have been weighing on the bonds issued by the likes of CoreWeave and Oracle in recent weeks. Pressure on CoreWeave bonds has been particularly acute. Its 9.25% bonds due in 2030 traded at around 90.6 cents on the dollar on Tuesday, down from 91.8 cents on Monday, according to MarketAxess.

Description: While APLD stock has struggled amid underlying financial exposure fears, institutional players seem unperturbed with their contrarian take.

Description: Wall Street wants CoreWeave to pare its losses in 2026 and produce a profit by the first quarter of 2027.

Description: Artificial intelligence has been a significant driver of the stock market over the past three years.

Description: The SpaceX CEO just woke up $168 billion richer and set the bar for the first person estimated to be worth more than $600 billion.

Description: We recently published 10 Stocks Facing Selling Pressure Ahead of Christmas. Terawulf Inc. (NASDAQ:WULF) is one of the biggest losers on Monday. Terawulf fell by 12.84 percent on Monday to close at $12.49 apiece, as investors took path from the decline in Bitcoin prices and renewed concerns about an AI bubble. As of writing, the […]

Description: We recently published 10 Stocks Facing Selling Pressure Ahead of Christmas. Cipher Mining Inc. (NASDAQ:CIFR) is one of the biggest losers on Monday. Cipher Mining saw its share prices drop by 13.55 percent on Monday to close at $14.74 apiece as investors took path from the decline in Bitcoin prices and renewed concerns about an […]

Description: We recently published 10 Stocks Facing Selling Pressure Ahead of Christmas. Hut 8 Corp. (NASDAQ:HUT) is one of the biggest losers on Monday. Hut 8 fell for a second day on Monday, slashing 14.21 percent to close at $35.44 apiece as investors trimmed their positions following the decline in Bitcoin prices. As of writing, Bitcoin […]

Description: We recently published 10 Stocks Facing Selling Pressure Ahead of Christmas. CleanSpark, Inc. (NASDAQ:CLSK) is one of the biggest losers on Monday. CleanSpark fell for a second day on Monday, shedding 15.07 percent to close at $11.91 apiece as investor sentiment was dampened by the drop in Bitcoin prices and fresh concerns about the artificial […]

Description: We recently published 10 Stocks Facing Selling Pressure Ahead of Christmas. Applied Digital Corp. (NASDAQ:APLD) is one of the biggest losers on Monday. Applied Digital nosedived for a fourth consecutive day on Monday, slashing 17.52 percent to close at $22.98 apiece as investors took path from a broader market pessimism amid fresh AI bubble worries. […]

Description: Jabil Inc. (NYSE:JBL) is one of the stocks on Jim Cramer’s game plan this week. Cramer called the company’s upcoming report “really important,” as he said: “Then on Wednesday morning, we hear from Jabil. Okay, now, this is really important. This manufactures a lot of the infrastructure and hardware of inside data centers. I expect […]

Description: ​Oracle Corporation (NYSE:ORCL) is one of the Best SaaS Stocks to Buy Right Now. Wall Street has a mixed outlook on Oracle Corporation (NYSE:ORCL) since the release of its fiscal Q2 2026 results on December 10. The company posted mixed results during the quarter, and the stock has fallen more than 14.82% since the release. […]

Description: Oracle Corporation (NYSE:ORCL) is one of the most profitable NYSE stocks to buy right now. Goldman Sachs analyst Kash Rangan slashed the price target on Oracle Corporation (NYSE:ORCL) to $220 from $320 on December 12 and maintained a Neutral rating. The analyst told investors that Oracle Corporation (NYSE:ORCL) exhibited modest revenue and cloud-growth shortfalls in […]

Description: Oracle could fall further, but the growth potential is impossible to ignore.

Description: Broadcom just posted big numbers, yet the stock is still sinking.

Description: What Happened in Markets Today Stocks down on more AI fatigue. Weakness across major tech stocks weighed down the S&P 500 and Nasdaq on Monday. The Dow was up slightly in the afternoon but ended up closing down a slight 41 points.

Description: Investors counted down to the delayed release of the November jobs report, seen as pivotal to the path of interest rates next year.

Description: Despite exceeding earnings expectations, Broadcom (AVGO) and Oracle (ORCL) stock have now fallen more than 15% since their much-anticipated quarterly results last week.

Description: US equity indexes fell on Monday as investors continued to reduce exposure to technology, while lowe

Description: The S&P 500 Index ($SPX ) (SPY ) on Monday closed down by -0.16%, the Dow Jones Industrials Index ($DOWI ) (DIA ) closed down by -0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -0.51%. December E-mini S&P futures (ESZ25 ) fell -0.14%, and December...

Description: Crypto-related stocks suffered far deeper declines as bitcoin slumped well below its recent trading range.

Description: US equity indexes closed lower Monday as technology stocks continued to face pressure following last

Description: Tech stocks declined late Monday afternoon, with the State Street Technology Select Sector SPDR ETF

Description: US equity indexes fell, with technology emerging as the steepest decliner ahead of the close on Mond

Description: Leading healthcare organizations are implementing Oracle Fusion Cloud Applications to help increase productivity, reduce costs, and enhance the experience they deliver to employees and patients. Billings Clinic-Logan Health, Children's Hospital Los Angeles, and Regency Integrated Health Services are leveraging Oracle Fusion Applications to streamline finance, HR, supply chain, and customer experience processes in the cloud.

Description: Oklo (OKLO) just hit a rough patch, with its stock sliding after three big headlines collided at once: Oracle’s AI data center delays, Elon Musk’s satellite data center ambitions, and a $1.5 billion equity raise. See our latest analysis for Oklo. Even after this week’s 15.1% one day share price drop and a 16.4% seven day share price pullback on dilution and AI infrastructure worries, Oklo’s roughly 300% year to date share price return and about 373% one year total shareholder return still...

Description: Quantum's real 2026 winners may be enablers, not builders, as AMD, Oracle and others target early revenues from hybrid systems and security.

Description: Jefferies has some ideas about where tech investors should look for outperformance after a tough stretch for the sector.

Description: Oracle stock fell to its lowest levels since early June, extending its late autumn slump, as investors continue to question the huge amounts of debt the cloud-computing company is taking on to fund its new artificial- intelligence strategy. Oracle told investors last week that it plans to spend around $50 billion during the current fiscal year, which ends May 31, on its AI data-center projects. Co-CEO Clay Magouyrk further rattled investors’ nerves, declining to put a figure on the amount of money Oracle would need to cover the gap between what it can pay via its own revenue and what it plans to spend on AI.

Description: Oracle's stock plunged by 11% to have its worst day since the turn of the century.

Description: Bears mauled AI stocks, but the Dow Jones and Russell 2000 hit new highs last week. Tesla and Eli Lilly are in buy zones.

Description: Oracle (ORCL) reported its Q2 earnings on December 10, after market close. The earnings report disappointed investors, and the stock took a tumble on the following day, closing at $198.85, or 10.8% lower. It continued to slide on Friday, Dec. 12, ending the trading session 4.47% lower with a ...

Description: This week brings delayed November jobs and consumer-price data, as well as earnings reports from FedEx, Darden, Accenture, and more.

Description: Oracle Corporation (NYSE:ORCL) is one of the AI Stocks in the Spotlight for Investors. On December 11, UBS analyst Karl Keirstead lowered the price target on the stock to $325.00 (from $380.00) while maintaining a “Buy” rating. The firm remains constructive on the stock despite mixed earnings results driven by Oracle’s $523B backlog conversion. According to […]

Description: Markets enter a critical week still reeling from Friday's sharp selloff in technology and AI stocks following disappointing reactions to Oracle and Broadcom earnings that raised questions about AI infrastructure spending sustainability and return on massive capital investments. Here are 5 things to watch this week in the Market.

Description: Trading in products that pay out when companies default is soaring as investors hunt for ways to protect their portfolios against the risk that...

Description: This top cloud stock is trading 43% off its previous high as demand for AI cloud services is accelerating.

Description: Summary: Oracle (Nasdaq: ORCL) and OpenAI are creating something massive in the desert outside Abilene, Texas. Eric Bleeker of The AI Investor Podcast recently had the opportunity to get up close and personal with one of the most talked-about data centers in the world – Stargate. Stargate is a massive $500 billion investment for OpenAI that the company ... We Visited OpenAI and Oracle’s Project Stargate: Here’s What We Saw

Description: As electricity demand has soared, corporate America is looking to the power trading industry.

Description: As the AI trade continues its sharp recovery after the mid-November fumble that followed some fantastic quarters served up by the tech titans, investors might be wondering if now is a good time to get back in. Undoubtedly, it seems like there was nowhere to go but lower for the high-multiple tech firms, including the ... The Best High-Growth Tech Stocks Outside of the QQQ

Description: Wall Street is optimistic about the stock market going into next year on hopes that lower interest rates will lift growth.

Description: From a recent selloff in the shares of Nvidia Corp., to Oracle Corp.’s plunge after reporting mounting spending on AI, to souring sentiment around a network of companies exposed to OpenAI, signs of skepticism are increasing. “We’re in the phase of the cycle where the rubber meets the road,” said Jim Morrow, chief executive officer of Callodine Capital Management. The S&P 500’s three-year, $30 trillion bull run has largely been driven by the world’s biggest tech companies like Alphabet Inc. and Microsoft Corp., as well as firms benefiting from spending on AI infrastructure like chipmakers Nvidia and Broadcom Inc., and electricity providers such as Constellation Energy Corp. If they stop rising, the equities indexes will follow.

Description: The battle to secure Yahoo Finance's annual Company of the Year award is down to two AI titans: Nvidia and OpenAI.

Description: With the December Fed meeting in the rear view, investor attention will turn toward Fed chair nomination drama and the potential for a Santa rally (or not)

Description: Some analysts believe major rebounds are in store for these stocks.

Description: The Federal Reserve announced a quarter-point rate cut this week, now at 3.5% to 3.75%. Borrowers hope to find respite in future lending rates. However, no significant change should be expected in long-term payments, as the Fed’s benchmark rates do not directly impact them; instead, they rely more ...

Description: Now is the perfect time to prepare for a new investing year.

Description: US high-grade spreads touched 0.76 percentage point earlier this week, their tightest levels since October and close to their highest valuation in decades. The cost of hedging in the North American high-grade credit derivatives market has been declining in recent weeks as well. Heavy bond sales are coming to fund artificial intelligence investments next year, a factor that Barclays Plc strategists say could help drive overall US high-grade bond sales to about $1.6 trillion in 2026, up about 11% from this year.

Description: Given that Trump has an interest in the deal—even though it’s one that appears to favor Paramount—handicapping the outcome is a fool’s errand.

Description: It’s the big question on the minds of investors even before the month of December starts: Will stocks be treated to a Santa Claus rally again this year? Of course, Santa doesn’t come around every single year, and while a market pullback alongside a big lump of coal could be left under the tree instead, ... Is the Stage Set for a Santa Rally? 2 Stocks That Could Benefit Most

Description: Oracle (ORCL) has delated the completion for some of the data centers developing being developed for OpenAI to 2028 from 2027, Brody Ford of Bloomberg reports, citing people familiar with the work. The delays are due to labor and material shortages, sources told Bloomberg. Shares of Oracle are down 4%, or $8.62, to $190.23 following the report. Claim 50% Off TipRanks Premium and Invest with Confidence Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sh

Description: Bears mauled AI stocks, but the Dow Jones and Russell 2000 hit new highs last week. Tesla and Eli Lilly are in buy zones.

Description: Wall Street strategists at firms including Bank of America Corp. and Morgan Stanley are advising clients to buy less popular pockets of the market, placing sectors like health care, industrials and energy at the top of their shopping lists for 2026 over the Magnificent Seven cohort that includes Nvidia Corp. and Amazon.com Inc. For years, investing in Big Tech firms has been a no brainer, given their stalwart balance sheets and fat profits. Now, there’s increasing skepticism over whether the sector — which has surged some 300% since the bull market began three years ago — can keep justifying its lofty valuations and ambitious spending on artificial intelligence technology.

Description: Fed Chair Jerome Powell signaled the easing cycle may now be on hold, stressing the need to assess how the economy responds to cumulative rate cuts.

Description: The latest Fed cut and outlook have further emboldened a move into cyclical names and a broadening stock market rally.

Description: “The world of bits moves fast. The world of atoms doesn’t. And data centers are where those two worlds collide.”

Description: Investing.com – After notching a record high close on Thursday, U.S. equities pulled back sharply on Friday as investor worries regarding a potential AI bubble re-emerged. Here are our stocks of the week:

Description: U.S. tech stocks were lower again on Dec. 12 as investors continued to reassess the sector’s rapid run-up. Oracle (ORCL) shares sank 10.83% on Dec. 11 and slipped another 4.66% on Dec. 12, extending a sharp selloff that followed the company’s latest earnings report. The weakness, combined with ...

Description: Not that long ago Oracle was seen as the best way for public-market investors to play red-hot start-up and ChatGPT maker OpenAI, which has committed to buy $300 billion in cloud services from Oracle. Sure enough, the cost of credit default swaps on Oracle debt, essentially insurance against a potential default, have risen to their highest level since the 2008 financial crisis. The Nasdaq Composite finished the week down 1.6% after Friday’s 1.1% slide.

Description: <body><p>STORY: Wall Street's major indexes closed lower on Friday, with the Dow losing half a percent, the S&P 500 shedding 1% and the tech-heavy Nasdaq plunging 1.7%.</p><p>Shares of Broadcom tumbled after the chipmaker warned of slimmer future margins, causing renewed concerns about the profitability of surging AI investments.</p><p>This was after a nearly 11% sell-off in Oracle on Thursday following the cloud software company's weak financial forecast.</p><p>Oracle shares added to losses on Friday even after it denied a Bloomberg report that its data centers for ChatGPT maker OpenAI were being delayed.</p><p>Ross Mayfield is investment strategist at Baird Private Wealth Management.</p><p>"The end of this week has featured a couple of days in a row of AI anxiety - Oracle's report followed by Broadcom's report - and just a renewal of the skepticism and that we've seen a lot over the last couple of months around the viability, the profitability, the return on investment from the AI build-out - the hundreds of billions that are going into infrastructure - and we're seeing it play out in different ways, whether it's profitability metrics or questionable guidance. But ultimately this is a problem with concentration at the top of the market, a few big stocks can bring the whole thing down. But the rotation under the surface has been pretty, I think, resilient. We've seen a lot of strength from other sectors. And, ultimately, I'm honestly pretty excited about this because I think that this sort of skepticism and hole poking in the AI trade is not something that happens in bubbles, in asset bubbles - there's a skepticism that I think is healthy and a rotation that is healthy as well."</p><p>Along with Broadcom, heavyweight AI leader Nvidia was a major drag on the S&P 500, with shares losing more than 3%.</p><p>Other AI-related stock drops included SanDisk, which plunged more than 14.5%, CoreWeave, down 10% and nuclear technology firm Oklo, which lost more than 15%.</p><p>Meanwhile, Treasury yields rose, also pressuring stocks, after a group of Federal Reserve officials who voted against the central bank's interest rate cut this week voiced worries that inflation remains too high to warrant lower borrowing costs.</p><p>The Labor Department's reports on nonfarm payrolls, consumer inflation and retail sales data are due next week and may offer greater insight into the health of the economy.</p></body>

Description: US stocks (^DJI, ^IXIC, ^GSPC) closed Friday's session in the red following reports that Oracle (ORCL) is delaying some of its OpenAI data center builds. Citi US equity strategist Drew Pettit joins Market Domination Overtime with Yahoo Finance Markets and Data Editor Jared Blikre to discuss the current market dynamics, saying "a lot of things have to go right for markets to keep going higher." To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: The potential delay of hundreds of billions of dollars in promised spending on artificial intelligence is dealing a new blow to the stock-market rally. The S&P 500 and Nasdaq composite both turned in negative performances for the week, dragged down by the same AI names that drove the indexes to new highs earlier this year.

Description: Broadcom falls sharply after reporting earnings, Oracle extends losses, and Lululemon beats analysts’ estimates for third-quarter earnings and revenue.

Description: Bloomberg reported Oracle had delayed by a year the delivery of some data centers it's developing for ChatGPT maker OpenAI. Oracle shares fell Friday, extending recent losses.

Description: Oracle stock may be slumping, but Wall Street’s eyes have pivoted from its equity to its debt—and its credit default swaps. Sure, Oracle stock was down 4.5% at $189.97, its lowest since June 11. Bonds, though, are supposed to be relatively safe, especially Oracle’s, which have an investment-grade rating.

Description: Bears mauled AI stocks, but the Dow Jones and Russell 2000 hit new highs last week. Tesla and Eli Lilly are in buy zones.

Description: What Happened in Markets Today Tech stocks led a rout. The S&P 500 fell 1.1%, pulled lower by sharp drops in some big technology names. The Nasdaq Composite lost 1.7%. The Dow Jones Industrial Average shed 245 points, or 0.

Description: US equity indexes were mixed this week as Oracle (ORCL) and Broadcom's (AVGO) quarterly results high

Description: Find insight on Canadian telcos, Broadcom, Oracle and more in the latest Market Talks covering technology, media and telecom..

Description: A number of stocks fell in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: A number of stocks fell in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: A number of stocks fell in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: A number of stocks fell in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 5.7% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Shares of IT distribution giant Ingram Micro (NYSE:INGM) fell 2.6% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Shares of data storage solutions provider Pure Storage (NYSE:PSTG) fell 4.6% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 4% in the afternoon session after investors rotated out of AI-linked high-flyers following underwhelming earnings updates from Oracle and Broadcom as the core thesis shifted from "growth at any cost" to "prove the returns."

Description: Dogecoin has seen high volatility in recent trading.

Description: Shiba Inu has seen sell-offs in conjunctions with concerns about AI valuations.

Description: Many investors fear that artificial intelligence is a bubble, and these fears aren’t waning, despite reassuring statements from analysts. Oracle stock closed the Thursday trading session 10.84% lower at $198.84, following the release of the earnings report. The hit Oracle was taking also ...

Description: The Dow Jones and Russell 2000 hit record highs while the Nasdaq slashed early losses. Broadcom sees AI chip sales doubling.

Description: Asian equities rose Friday as investors tracked a record day on Wall Street in the wake of the Federal Reserve's latest interest rate cut.Still, investors in New York continued to look at the positives, pencilling in more cuts next year and pushing the S&P 500 and Dow to fresh records.

Description: Bitcoin edged higher above $92,000 on Friday as Asian stocks advanced in early trade, with investors taking their cue from a fresh record on the S&P 500 even as renewed weakness in Oracle stirred nerves around big tech and the artificial intelligence trade.Lack of firm dip buying kept Bitcoin’s gains ...

Description: The S&P 500 and Dow hit new records. The Fed announces early reappointments for its regional presidents.

Description: US stock futures climbed as Wall Street diversified out of AI tech stocks, as bubble fears dominate sentiment.

Description: <body><p>STORY: Shares of Oracle ended nearly 11% lower on Thursday as the company’s massive spending and weak forecasts amplified doubts over how quickly its big bets on AI will pay off.</p><p>It vaulted into the AI infrastructure race this year thanks to a $300 billion deal with OpenAI. </p><p>But the deal has also tethered the company's fortunes to the ChatGPT maker, with shares sliding in recent weeks over concerns that Google is pulling ahead of OpenAI.</p><p>CFRA Senior Equity Analyst Angelo Zino says the stock drop was warranted.</p><p>“So we think the actual reaction to the stock price is justified and the biggest reason is the earnings call just didn't alleviate a lot of the investor concerns that are out there, whether it be tied to financing or some of the concentration risk tied to OpenAI. You know, those concerns remain and as a result, you're seeing a sell in news after the earnings quote.”</p><p>The disappointing predictions from Oracle show the uneven returns from the nascent technology that many business leaders believe is the future but has so far delivered limited productivity gains.</p><p>Optimism about the AI trade has in recent months given way to fears that the frenzy driving up stocks to sky-high valuations has turned into a bubble reminiscent of the 1990s dot-com boom.</p><p>Zino says he isn’t worried about the technology sector overall.</p><p>“I think there are going to be some pockets of concerns in this market, and Oracle is one of those concerns because of how closely tied they are to OpenAI and whether or not those OpenAI commitments can be met is absolutely a concern in this market. But overall, from a broader perspective, and you start thinking about this AI trade, as long as we continue to see new use cases being applied from AI, the demand will be there, and we think this kind of, you know, upward momentum we think will be sustained here.”</p><p>Tech executives have argued the bigger risk in AI now is underinvesting, not overspending.</p></body>

Description: Only the tech-heavy Nasdaq -- hands down the index leader for the third year in a row -- dipped slightly today.

Description: <body><p>STORY: U.S. stocks closed mixed on Thursday, with the Dow climbing more than 1.3% to end at a record high, the S&P 500 edging into the green to also notch a record high close, and the tech-heavy Nasdaq shedding a quarter of a percent.</p><p>Oracle stoked fears of an AI bubble after it warned it would spend $15 billion more than expected in order to attract AI cloud-computing customers. The company's shares sank nearly 11%.</p><p>Investors also continued to digest the quarter percentage point rate cut from the Federal Reserve, with Chair Jerome Powell on Wednesday signaling a pause on further easing.</p><p>Still, the Fed projected one rate cut in 2026 and one in 2027 as it balances signs of labor market weakness with still-elevated inflation. </p><p>Nikki Lanier is CEO of Harper Slade and former senior vice president of the Federal Reserve Bank of St. Louis.</p><p>"I think the Fed's goalpost of 2% for inflation will remain, and policy will be made manifest to try to make that goal real. So the most recent move that we've seen from the Federal Reserve, I think, is a indicator of cautious confidence. It's not pessimistic, it's not exuberant, but the Fed is acknowledging real softening in the economy while also making it very clear that they're not going to jeopardize progress on inflation, which in my mind signals the importance of trying to ascertain that 2% goal."</p><p>Other stocks on the move Thursday included Lululemon Athletica, which soared about 12% in extended trading after the company lifted its annual profit forecast and approved a $1 billion increase to its stock buyback program.</p><p>Lululemon also said its CEO Calvin McDonald will step down in January after about seven years at the helm, as the retailer navigates a challenging consumer environment as well as growing competition from newer brands.</p><p>And shares of Walt Disney rose nearly 2.5% after the company announced a $1 billion equity investment in OpenAI. Disney will also let OpenAI use characters from Star Wars, Pixar and Marvel in its Sora AI video generator in a crucial deal that could reshape how Hollywood makes content.</p></body>

Description: Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec.

Description: Oracle shares closed down nearly 11% after the company's revenue fell short of expectations, wiping out nearly $70 billion in market value.

Description: Broadcom posted better-than-expected earnings on AI demand, and said it sees that momentum continuing in the current quarter.

Description: Major market benchmarks set new record highs on enthusiasm about 2026.

Description: From deep dives into the enterprise deployment of agents to explorations of the new geography of data centers, Brainstorm AI provided a valuable snapshot of the AI landscape at the close of the year.

Description: The Dow Jones Industrial Average climbed 1.3% and hit a new record Thursday, while the Nasdaq composite slipped 0.3%, dragged down by concerns about spending at tech giant Oracle. The S&P 500 also rose to a record, but trailed the Dow by 1.14 percentage points, its largest underperformance versus the Dow since February, according to Dow Jones Market Data. “You’re getting a spill over of bullish sentiment in companies outside of tech,” said Joseph Brusuelas, chief economist at RSM.

Description: The Dow and S&P 500 finished at fresh records Thursday while a big drop in Oracle shares dragged the Nasdaq lower and revived worries over pricey artificial intelligence valuations.Shares in the Texas-based company finished down 10.8 percent after dropping even more during the session.

Description: The Dow Jones Industrial Average and the S&P 500 hit fresh peaks on Thursday, while a post-earnings

Description: Investors are eyeing the following quarterly results for insight into the artificial-intelligence boom: 🔎 Broadcom (AVGO): Shares in the Nvidia rival rose 3% afterhours following the company reporting rapid revenue growth as demand continues to rise for custom chips to fill the data centers that power AI models.

Description: The stock market rallied toward highs on Fed chief Jerome Powell. GE Vernova and Palantir made bullish moves. Oracle fell late on mixed results.

Description: Oracle shares tumbled in after-hours trading Wednesday after the cloud infrastructure giant released its quarterly results.

Description: The cost of protecting the company’s debt against default for five years rose about 0.05 percentage point to around 1.246 percentage point a year, according to ICE Data Services. The gauge, which rises as investor confidence in the company’s credit quality falls, reached its highest level intraday since Thursday. Oracle credit derivatives have become a credit market barometer for AI risk.

Description: US stock futures were inconsistent across the major gauges as the Fed rate cut and Oracle's significant loss dragged the needle in different directions.

Description: Shares in business computing giant Oracle fell more than 10 percent on Wednesday on word its revenue missed heady expectations, dampening artificial intelligence euphoria in the market.Oracle's cloud and business computing unit accounted for $8 billion of that revenue, an increase of 34 percent from the same quarter in 2024, according to the earnings report.

Description: Sarah Kunst, Managing Director and Founder of Cleo Capital, says it's getting harder to see significant growth ahead for Adobe's core subscription business for its creative tools after Google released its Nana Banana Pro offering. She speaks with Romaine Bostick and Katie Greifeld on "The Close."

Description: On the call today are Chairman and Chief Technology Officer, Lawrence Ellison, Chief Executive Officer, Mike Cecilia, Chief Executive Officer Clay McGork, and Principal Financial Officer, Doug Caring. A copy of the press release and financial tables, which includes a GAAP to non-GAAP reconciliation, other supplemental financial information, and a list of many customers who purchased Oracle Cloud Services or went live on Oracle Cloud recently, will be available from our Investor Relations website.

Description: The cloud-computing company’s revenue and operating income for the most recent financial quarter fell slightly short of analysts’ expectations, while the company raised its spending forecast, adding fuel to concerns over the timeline for turning the AI industry’s ravenous demand for computing capacity into profits. Oracle reported quarterly revenue of $16.1 billion, up 14% from a year earlier, with overall cloud revenue growing by 34%. Cloud infrastructure revenue, reflecting Oracle’s business from AI companies, was $4.1 billion, slightly lower than analyst expectations.

Description: Oracle stock tumbled after the company reported second-quarter earnings that came in way above projections, and guidance that came in short of estimates.

Description: Starting in two days, the Fed will be purchasing $40 billion in Treasury bills, maintaining its balance sheet with an "ample level of reserves."

Description: While the top- and bottom-line numbers for Oracle (ORCL) give a sense of how the business performed in the quarter ended November 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Description: Investors are eyeing the following financial results afterhours for insight into the artificial-intelligence boom: ↘️ Oracle (ORCL): The software maker's revenue and operating income fell slightly short of analysts’ expectations, adding fuel to concerns over the company’s ability to capitalize on the AI industry’s ravenous demand for computing capacity.

Description: Oracle stock fell late Wednesday after the tech giant in the center of the AI debate reported mixed fiscal Q2 results.

Description: Oracle (ORCL) delivered earnings and revenue surprises of +38.65% and -0.55%, respectively, for the quarter ended November 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: Investing.com - Shares in Oracle fell in afterhours trading Wednesday after the computing group reported fiscal second-quarter revenue that missed expectations amid weakness in its software business.

Description: Oracle's (ORCL) fiscal second-quarter revenue fell short of Wall Street's estimates, while the cloud

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Description: Oracle's (ORCL) second quarter earnings results disappointed investors, missing estimates for adjusted revenue. The company did, however, beat estimates on adjusted earnings per share (EPS). Futurum CEO Daniel Newman joins Market Domination Overtime host Josh Lipton to discuss the earnings print. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Nvidia trades lower after a report says its chip exports to China will be subject to a U.S. security review.

Description: Enterprise software giant Oracle (NYSE:ORCL) missed Wall Street’s revenue expectations in Q4 CY2025, but sales rose 14.2% year on year to $16.06 billion. Its non-GAAP profit of $2.26 per share was 38% above analysts’ consensus estimates.

Description: Asian markets retreated Wednesday following a tepid day on Wall Street as investors bided their time ahead of a highly anticipated Federal Reserve policy announcement later in the day.With US central bankers expected to cut interest rates for the third straight session later Wednesday, the main focus is on their post-meeting statement, boss Jerome Powell's news conference and the "dot plot" forecast for 2026 policy.

Description: Market Domination Overtime host Josh Lipton previews several of the biggest stories to come tomorrow, Wednesday, December 10, including the Federal Reserve's interest rate decision, earnings from companies like Oracle (ORCL), Adobe (ADBE), and Synopsys (SNPS). To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: US stock futures remain largely in a holding pattern, with all eyes on the Fed committee's meeting to decide on an interest rate cut.

Description: <body><p>STORY: In what he called "a big shift for fixed-income investors," Skiba expects companies investing heavily in AI to issue "billions and billions" of dollars in debt over the coming quarters.</p><p>"We think it's an opportunity because that allows investors to gain exposure to high-quality businesses at valuations they might not have seen for quite some time," Skiba said. "But at the same time, it also carries risks, because clearly there are some issuers that are running more debt on their balance sheets already."</p><p>As a result, "the AI theme will need to continue showing progress for investors to be comfortable with increasing debt exposure to these issuers."</p><p>Oracle, for instance, which reports quarterly results on Wednesday, sparked investor concerns when its five-year credit default swaps, which offer bondholders a hedge against default, shot to record highs as it borrows heavily for the datacenter buildout.</p><p>As investors traverse through 2026, Skiba warned of a fixed income market that could "easily" become divided between the "haves and have-nots."</p></body>

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Description: Oracle (ORCL) is reporting its high-stakes second quarter earnings results on Wednesday after the closing bell. Yahoo Finance Tech and Markets Reporter Laura Bratton joins Market Domination Overtime host Josh Lipton to explain what analysts are expecting from the print. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Wall Street is looking to the Fed policy meeting starting today for clues to the odds of more rate cuts in 2026.

Description: Investors are hoping Oracle stock regains its bullish momentum with the company set to report results for its fiscal second quarter after-market hours on Wednesday, November 10.

Description: “I’m concerned that a small number of highly educated multi billionaires living on the coasts will be viewed as having created technology that puts millions out of work,” Marks wrote in a blog on Tuesday. Investors are behaving in a “speculative” manner even though the demand growth for AI technology is “totally unpredictable,” Marks said, pointing out that Meta and Alphabet’s 30-year bonds to finance their AI investments pay about 100 basis points more than Treasuries of the same maturity.

Description: Oracle Corporation (NYSE:ORCL) is one of the Trending AI Stocks on Wall Street. On December 8, Mizuho maintained its “Outperform” rating on the stock with a $400.00 price target. With Oracle’s second-quarter results scheduled for December 10, analyst sees the current stock pullback as a compelling entry point amid long-term AI growth tailwinds. Oracle shares have […]

Description: Oracle Corporation (NYSE:ORCL) is one of the AI Stocks on the Market’s Radar. On December 4, TD Cowen reiterated its “Buy” rating on the stock with a $400.00 price target. The rating affirmation comes ahead of the company’s second-quarter earnings report scheduled for December 10. TD Cowen believes that there are two key factors that can […]

Description: Oracle reports earnings after the bell on Wednesday. Here's what to expect.

Description: Months after Oracle's $400 billion-plus contract backlog ignited a stock-market frenzy, the enthusiasm has given way to doubts about its reliance on OpenAI and debt-fueled datacenter buildout, which will dominate its earnings on Wednesday. A smaller player ​in the cloud market for a long time, Oracle this year staked claim as one of the bigger providers of the rented ‌computing power essential for generative AI thanks to its tie-up with ChatGPT-creator OpenAI. It is vying with industry giants Amazon.com, Microsoft and Google for a piece of the lucrative market ‌as companies adopt AI and startups developing the technology rush to secure access to capacity.

Description: AI Bets Fuel Wall Street Confidence in Oracle Ahead of Earnings

Description: Cloudflare's surging AI role, security traction and expanding partnerships fuel momentum as NET extends its bullish run.

Description: Palantir's 151% rally highlights its enterprise AI momentum, rising revenues and robust earnings outlook.

Description: High Performer in the G2 Grid® Report for Oracle Consulting Services | Winter 2026 GSI, Inc., a leading provider of ERP, CRM, and marketing automation consulting and managed services, today announced that it has been recognized as the only High Performer in the G2 Grid® Report for Oracle Consulting Services | Winter 2026. High Performer status reflects GSI’s strong customer satisfaction ratings and proven market presence across Oracle JD Edwards, Oracle NetSuite, and related digital-transformat

Description: Oracle stock is testing a key level as analysts defend the costly AI push that has weighed on ORCL stock.

Description: Cision, a global leader in media and consumer intelligence, today announced the appointment of Amy Jones as Chief Marketing Officer. Jones will lead Cision's global marketing organization and report directly to Chief Executive Officer, Guy Abramo.

Description: The artificial-intelligence trade that has fueled the market’s rally can swing in either direction this week, with earnings from Oracle being the pivotal event. The market’s focus on AI growth has widened from just looking at Nvidia’s chip demand. Wall Street is rightly concerned about how sustainable the growth in data center demand is, and investors are becoming increasingly vigilant of demand signals from a host of key companies.

Description: It’s the start of the second week of December, and we began on a bearish note, much like the beginning of December. Although the market may gain momentum in the coming days, we anticipate some promising earnings reports from Broadcom and Oracle. Moreover, the chances of the Federal Reserve ...

Description: David Ellison is officially chairman and CEO of Paramount Skydance after an $8 billion tie-up. Next on his wish list: Warner Bros Discovery.

Description: US stock futures inched up as Nvidia and the Fed dominate headlines in a busy week.

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Description: The S&P 500 and the Nasdaq Composite fell on Monday after a four-day advance as Netflix (NFLX) and T

Description: The entertainment company said its offer was a better deal for Warner shareholders and more likely to be cleared by regulators.

Description: Warner Bros. Discovery's friendly agreement to sell itself to Netflix just got upended by a hostile actor -- Paramount, which made Warner shareholders a higher offer and touched off what is likely to be a lengthy fight in the latest episode of media industry consolidation. The bid comes after Warner last week agreed to be bought by Netflix for $72 billion. Netflix’s vast library includes “Stranger Things” and “Squid Game," while the much smaller Paramount owns its Hollywood studio and major TV networks like CBS and MTV.

Description: The stock market pulled back once again on Monday after the S&P 500 neared its highest close on record. The S&P 500 fell 0.4%. The Dow Jones Industrial Average dropped 216 points, or 0.5%. The Nasdaq Composite dropped 0.

Description: Down 37% from all-time highs, Oracle stock trades at a compelling valuation in December 2025, given its revenue and earnings forecast.

Description: Oracle stock is ahead for a fifth straight day as analysts defend the costly AI push that has weighed on ORCL stock.

Description: US benchmark equity indexes were lower after midday Monday amid declines in Netflix (NFLX) and Tesla

Description: <body><p>STORY: The battle for Warner Bros Discovery may be far from over.</p><p>In a stunning twist, Paramount Skydance on Monday launched a hostile bid worth $108.4 billion, aiming to out-muscle Netflix and challenge the dominance of the streaming giant.</p><p>Netflix had appeared to win the bidding war last Friday with a $72 billion equity offer for Warner Bros Discovery's TV, film studios and streaming assets — including HBO and DC Comics. </p><p>But Paramount’s latest move raises the stakes dramatically.</p><p>Paramount is offering $30 per share, all cash, for the entirety of Warner Bros Discovery, providing shareholders $18 billion more in cash and an easier path to regulatory approval.</p><p>Paramount CEO David Ellison also argued his offer would strengthen Hollywood and benefit consumers with more competition.</p><p>Some analysts and industry experts see Paramount as the best suitor given Ellison's deep pockets - which are backed by his father, Oracle co-founder and world's second-richest person, Larry Ellison.</p><p>The elder Ellison also has close ties with the Trump administration.</p><p>Netflix’s bid, which comes with a $5.8 billion breakup fee, has already drawn sharp criticism from bipartisan lawmakers and Hollywood unions over concerns it could lead to job cuts as well as higher prices for consumers.</p><p>President Trump also weighed in over the weekend, questioning the deal.</p><p>:: December 7, 2025</p><p>UPSOUND, TRUMP: "It could be a problem, yes."</p><p>If Paramount succeeds, it would combine Paramount+ with HBO Max, creating a formidable rival to Netflix, Disney+, and Amazon Prime Video.</p><p>But Paramount's bid could also face its own level of scrutiny. A Paramount-Warner Bros merger would boost its dominant position in the studio business, creating concerns over job losses as the industry rapidly consolidates.</p><p>Investors are reacting: Paramount shares jumped as much as 7% Monday morning, while Warner Bros Discovery surged 8%, and shares of Netflix slipped about 5%.</p></body>

Description: Wall Street’s artificial-intelligence financing machine is revving up again with a pair of convertible bonds marketed by “neo-cloud” companies IREN and CoreWeave. Cloud computing provider IREN priced a $2 billion convertible bond last week and CoreWeave announced plans for its own $2 billion deal this morning. Issuing convertible bonds gets easier in times of market turmoil because their embedded stock call options gain value from volatility.

Description: The artificial-intelligence trade that has fueled the market’s rally can swing in either direction this week, with earnings from Oracle being the pivotal event. The market’s focus on AI growth has widened from just looking at Nvidia’s chip demand. Wall Street is rightly concerned about how sustainable the growth in data center demand is, and investors are becoming increasingly vigilant of demand signals from a host of key companies.

Description: Digital Realty Trust (DLR) just doubled down on AI infrastructure, pouring capital into retrofitting its legacy sites and rolling out new AI ready data centers alongside fresh Oracle connectivity in Singapore. See our latest analysis for Digital Realty Trust. The latest AI and cloud moves come after a choppy stretch, with a 1 year total shareholder return of minus 9.89 percent but a strong 3 year total shareholder return of 69.08 percent, suggesting long term momentum is still intact even as...

Description: JC2 Ventures founder and CEO John Chambers, who was formerly the CEO of Cisco (CSCO), joins Opening Bid host Brian Sozzi to talk about the ongoing artificial intelligence (AI) trade and share which Big Tech leaders and players he's watching, including Oracle's (ORCL) Larry Ellison, Microsoft's (MSFT) Satya Nadella, and AMD's (AMD) Lisa Su. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: Yahoo Finance Senior Reporter Brooke DiPalma joins Opening Bid host Brian Sozzi to explain why Oracle's (ORCL) earnings report this week has a lot riding on it, while "Crypto is Macro Now" author Noelle Acheson discusses what a weak report from Oracle might mean for bitcoin (BTC-USD) and the broader crypto trade. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.

Description: David Ellison's Paramount is making another play to acquire Warner Bros. as Hollywood's biggest acquisition battle in years rages on.

Description: Market Eagerly Awaits FOMC Policy Decision.

Description: ORCL faces execution risks and elevated debt despite AI momentum. Investors should await better entry points ahead of Q2 fiscal 2026 results amid premium valuations.

Description: The market rally toward highs continues, with Tesla among stocks in buy areas. A Fed meeting and AI giants loom.

Description: SINGAPORE, Dec. 07, 2025 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center, colocation, and interconnection solutions and an Oracle Partner, today announced it will offer connectivity to an Oracle Cloud Infrastructure (OCI) FastConnect point-of-presence (PoP) within the Oracle Cloud Singapore West Region. In addition to the new connectivity, Digital Realty is also making an Oracle Solution Center available in Singapore through i

Description: US stock futures were steady ahead of the Federal Reserve's mid-week announcement on interest rates.

Description: The Federal Open Market Committee is expected to announce a quarter-point interest-rate cut. We’ll also see earnings reports from Toll Brothers, AutoZone, Campbell’s, and more.

Description: Markets face the year's final major policy week as the Federal Reserve's December meeting Wednesday afternoon will determine whether the central bank delivers another rate cut or pauses its easing cycle amid mixed economic signals and persistent inflation concerns.

Description: MSTR is the stock most loved by Wall Street analysts or the one they've been most wrong about — or both.

Description: The maker of ChatGPT is no longer seen as being on the cutting edge of AI technology and is facing questions about its lack of profitability and the need to grow rapidly to pay for its massive spending commitments. “OpenAI was the golden child earlier this year, and Alphabet was looked at in a very different light,” said Brett Ewing, chief market strategist at First Franklin Financial Services.

Description: This week, we're closely watching the Fed's comments and dot plot, a nervous bond market, bitcoin, and signs of a Santa Claus rally.

Description: Coming up: Federal Reserve interest rate decision, Fed Chair Jerome Powell remarks, trade deficit data, earnings from Oracle, Broadcom, GameStop, and Adobe.

Description: Chainlink bulls appear to be back in the driver seat this week.

Description: MSTR is the stock most loved by Wall Street analysts or the one they've been most wrong about — or both.

Description: The market rally toward highs continues, with Tesla among stocks in buy areas. A Fed meeting and AI giants loom.

Description: Asia Pacific borrowers increased euro‑denominated issuance to a record 23% of the total across both currencies this year, up six percentage points from 2024, according to Bloomberg-compiled data. Multiple Asian deals ranked as the most oversubscribed in Europe’s publicly syndicated debt market during their launch week, the data showed. US dollar deals still make up the majority of financing deals, and borrowing in the greenback is up 29% by Asian issuers this year.

Description: The market has erased its losses and is poised for whatever comes next. The Federal Reserve meeting is the first step.

Description: Big Tech companies like Microsoft (MSFT) and Meta (META) are funding billions in artificial intelligence (AI) spending with their hefty cash reserves, while others, like Oracle (ORCL) and OpenAI (OPAI.PVT), are financing their AI efforts with debt. Yahoo Finance Markets and Data Editor Jared Blikre, who also hosts Yahoo Finance's Stocks in Translation podcast, explains how credit default swaps (CDSs) offer insurance to protect investors if a company were to default. Catch more Stocks in Translation, with new episodes every Tuesday and Thursday. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Oracle Corporation (NYSE:ORCL) is one of the AI Stocks Analysts are Tracking Closely. On December 3, Wells Fargo initiated coverage of the stock with an “Overweight” rating and a $280 price target. Analysts at the firm view Oracle gaining major AI infrastructure share; supporting its long-term re-rating. According to analyst Michael Turrin, Oracle is early at […]

Description: In reality, the shares of most AI winners have traded on hopes for the far-flung future during this bull market, rather than the here, now, or near future, notes Trivariate Research President Adam Parker. As Parker details in a note Friday, his firm created three baskets of AI plays back then—10 semiconductor stocks, 19 software, and 20 “other” companies, which included a mix of names like Amazon.com Dell Technologies, and Snowflake Those baskets were then further divided into companies with high, low, and negative free cash flow. After tracking these stocks, Parker found that the market doesn’t care about free cash flow.

Description: Market Domination Overtime host Josh Lipton takes a look at the top stories for investors to watch next week, starting Monday, Dec. 8. Another wave of earnings is on tap: Toll Brothers (TOL) on Monday, Campbell's (CPB) and Cracker Barrel (CBRL) on Tuesday, Oracle (ORCL) and Adobe (ADBE) on Wednesday, Broadcom (AVGO) and Costco (COST) on Thursday, and Rent the Runway (RENT) on Friday, among others. The Small Business Association's (SBA's) National Federation of Independent Business (NFIB) will release its monthly Small Business Optimism Index. The Federal Reserve's December meeting will kick off on Tuesday, while the FOMC's decision on interest rates will be announced on Wednesday. Tune in to Yahoo Finance on Wednesday, Dec. 10 at 2:00 p.m. for live coverage of Fed Chair Jerome Powell's post-decision press conference. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: The bullish market trend toward highs continues, with Tesla among stocks in buy areas. A Fed meeting and AI giants loom.

Description: Oracle (ORCL) closed at $217.58 in the latest trading session, marking a +1.52% move from the prior day.

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Description: The Federal Reserve will finish its last meeting of 2025 this coming week, and investors are expecting a quarter-point interest rate cut that would bring the benchmark range to 3.5% to 3.75%. A few notable earnings updates are also expected before the holiday season takes over.

Description: Oracle has been one of the most interesting stocks to watch in recent months.

Description: Analyst sees volatility and investor caution as stock remains well below its peak.

Description: SoftBank is in talks to acquire digital infrastructure firm DigitalBridge, a source familiar with the matter told Reuters ​on Friday, as the Japanese conglomerate seeks to tap the firm's ‌AI-linked portfolio. The deal could be struck by the end of the year, the source said. ‌DigitalBridge and SoftBank declined to comment. Shares of DigitalBridge surged as much as 35%, hitting over a one-month high.

Description: Google's Gemini AI chatbot has been gaining market share, and that's been good news for Broadcom stock, which reports earnings late Thursday.

Description: Earnings preview of key companies reporting next week and what to look out for

Description: For investors wary of debt-strapped tech companies, energy pipeline stocks offer another way to play the data center investing theme.

Description: A unified approach to turning information into insights CHICAGO, IL / ACCESS Newswire / December 5, 2025 / Authored by Baker Tilly's Meghan Loomis and Ed Ricks Healthcare organizations are under increasing pressure to improve outcomes, manage rising ...

Description: Besides Wall Street's top-and-bottom-line estimates for Oracle (ORCL), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended November 2025.

Description: Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 2.62% gross (2.52% net) in the third quarter of 2025, compared to a 7.74% return for the MSCI All Country World Index and 7.36% gain for the MSCI […]

Description: The urgency at banks to shed risk is visible all over credit markets. The cost of protecting Oracle Corp. debt against default using derivatives has risen to the highest since the Global Financial Crisis. Morgan Stanley has looked at using a significant risk transfer — a form of insurance against loan losses — to diffuse some of the risk tied to its tech company borrowers.

Description: its fiscal second-quarter earnings provide an opportunity to prove that the company is on a high-growth path with or without OpenAI

Description: We came across a bullish thesis on Vertex, Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on VERX. Vertex, Inc.’s share was trading at $19.22 as of December 1st. VERX’s trailing P/E was 285.23 according to Yahoo Finance. Vertex, Inc. (VERX) is a leading software provider specializing in tax […]

Description: Oracle (ORCL) has been looking to break into the AI big leagues for years, and Wells Fargo’s latest note just gave it an endorsement that effectively flips the narrative. The ‘Big 4’ bank slapped an Overweight rating along with a $280 price target on the stock, pointing to a massive 35% upside from ...

Description: ServiceTitan Inc. (TTAN) delivered earnings and revenue surprises of +60.00% and +4.50%, respectively, for the quarter ended October 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: Argent Capital Management Portfolio Manager Jed Ellerbroek sits down with Josh Lipton in the Market Domination studio to lay out why investors may be growing increasingly nervous about the buildout of AI infrastructure, especially in comparison to the amount of cloud buildout cycles and those demand figures. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Wells Fargo says Oracle’s $500 billion AI pipeline could supercharge OCI’s growth, setting the stage for a massive stock surge.

Description: OpenAI's CEO quietly explored a multibillion-dollar space play as AI costs soar and rivals circle.

Description: We came across a bullish thesis on Oracle Corporation on techcache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on ORCL. Oracle Corporation’s share was trading at $200.94 as of December 1st. ORCL’s trailing and forward P/E were 46.75 and 29.50 respectively according to Yahoo Finance. Oracle Corporation (ORCL) reported a weak quarter, […]

Description: Luria didn’t outright deny the existence of an AI bubble—but he didn’t come down on one side of the argument, either. In any case, Microsoft offers “the best AI exposure, bubble or no bubble,” he wrote. Luria struck an incrementally more negative tone regarding OpenAI, the private company often viewed as the poster child of the AI trade, which is so influential that major partners like Oracle are viewed as a proxy for it.

Description: Oracle stock is down nearly 40% from its 52-week high, presenting an opportunity for long-term investors.

Description: Oracle stock is beaten down headed into earnings next week but an analyst says there are reasons for optimism.

Description: Shares of International Business Machines (NYSE: IBM) are up roughly 40% in 2025, yet retail traders on Reddit and X remain unconvinced. Current social sentiment sits at 48 out of 100, neutral territory, with recent readings dipping as low as 32. The skepticism stems largely from CEO Arvind Krishna’s public questioning of AI infrastructure economics, ... Traders Are Still Skeptical Of IBM Stock After 40% Run in 2025

Description: Microsoft stock still offers the "best AI exposure, bubble or no bubble," a D.A. Davidson analyst said Thursday.

Description: Oracle, TSMC, and Palo Alto Networks are all promising long-term investments.

Description: As the AI buildout continues, it's not just "Magnificent Seven" members that stand to gain greatly from this long-term growth trend.

Description: Shares of Microsoft (NASDAQ:MSFT) lost 1.58% over the past five trading sessions after losing 1.52% the five prior. That brings MSFT’s year-to-date gain to 14.13%, including a nearly 35% gain since its year-to-date low on April 8. When the Magnificent Seven member reported FY 2026 Q1 earnings on Oct. 29, shares fell despite beating on ... Microsoft (NASDAQ: MSFT) Stock Price Prediction for 2025: Where Will It Be in 1 Year

Description: The Global Data Protection Market is booming due to rising digital data volumes and sophisticated cyber threats. Key opportunities lie in advancing AI-driven security solutions and addressing the cybersecurity skill gap. Major players include IBM, Oracle, and McAfee. The market spans cloud and on-premises deployments across various sectors. Data Protection Market Data Protection Market Dublin, Dec. 04, 2025 (GLOBE NEWSWIRE) -- The "Data Protection Market - Global Industry Size, Share, Trends, Op

Description: With v3, the team says that about 85% of market orders will fill in under half a second, and liquidity will deepen enough to bring slippage on larger trades down to around 0.02%.

Description: As major U.S. stock indexes continue to rise, with the Dow Jones Industrial Average nearing a record high despite recent employment concerns, investors are actively seeking opportunities in an evolving market landscape. In this environment, identifying stocks that may be trading below their intrinsic value can offer potential for growth and stability amidst fluctuating economic indicators.

Description: Oracle Corporation (NYSE:ORCL) is one of the AI Stocks in Focus This Week. On December 1, Deutsche Bank reiterated its Buy rating on the stock with a $375.00 price target. The firm is confident about Oracle’s long-term AI growth and sees favorable risk/reward. Oracle shares are trading at 27x consensus CY26 EPS, reflecting upfront costs […]

Description: Oracle (ORCL) has quietly pulled back over the past month, even as its year to date and multi year returns remain strong. That combination makes the current setup interesting for long term investors. See our latest analysis for Oracle. The recent pullback, including a roughly 19 percent 30 day share price return, comes after a strong run. The year to date share price return remains solidly positive and multi year total shareholder return remains exceptional, signaling that momentum is cooling...

Description: Salesforce.com (CRM) delivered earnings and revenue surprises of +14.04% and -0.05%, respectively, for the quarter ended October 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: Walmart's market value closed above a $900 billion for the first time on Wednesday. The retailer’s stock rose 1.8%, making it the 12th U.S. company to surpass the milestone, according to Dow Jones Market Data.

Description: US stocks (^DJI, ^IXIC, ^GSPC) closed Wednesday's trading session higher, led by the Dow Jones Industrial Average's gains of 0.86% (or 408 points). AssetMark Chief Investment Officer Christian Chan comes on Market Domination Overtime to talk about the biggest tailwinds to the AI trade as new top contenders are emerging in the ecosystem to drive broader markets. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Salesforce raised its fiscal 2026 revenue and adjusted profit forecasts on Wednesday, anticipating growth in its artificial ​intelligence agent platform due to strong enterprise demand, sending its shares ‌up more than 2% in extended trading. "Our Agentforce and Data 360 products are the momentum drivers, hitting nearly $1.4 billion in ARR—an explosive 114% year-over-year gain," Salesforce CEO Marc Benioff ⁠said in a statement. While Salesforce invests billions in bolstering its AI efforts, investors have been pressuring the company to show returns on the hefty amounts put into the technology amid fears of a ⁠bubble in the tech industry.

Description: Wall Street has gone back and forth over whether the market (^DJI, ^IXIC, ^GSPC) is in an AI bubble or not. Laffer Tengler Investments CEO and CIO Nancy Tengler just doesn't see the market being in a bubble yet. Tengler speaks with Josh Lipton on Market Domination about the difference between the current AI boom and the dot-com crash of the 1990s, and how she expects to invest in the AI trade amid shifting sentiments on the ecosystem's top contenders. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: Market Domination Anchor Josh Lipton and Yahoo Finance Senior Reporter Brooke DiPalma track several of the day's top trending stock tickers, including Tesla (TSLA), Oracle (ORCL), and Wayfair (W). To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: While VCs have long used big investments to spur category winners, they are taking this strategy to new extremes.