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Oracle's cloud and AI momentum is accelerating, with surging IaaS revenues, strong visibility and improving profitability supporting ORCL's growth.

Cloud infrastructure grew 121%, but Oracle's funding burden still controls the valuation debate.

Dell Technologies and HPE stocks are leading the S&P 500 higher as Oracle’s massive spending plans reinforce optimism about demand for AI data-center hardware.

Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X

Oracle's (ORCL) fiscal first-quarter results showed surging cloud growth, but margin pressure and a

On Sept. 11, 2026, oil prices retreated intraday, helping investors look past sticky inflation data and fueling risk-on sentiment.

Oracle just posted numbers that should have sent the stock soaring, yet shares sit near a 52-week low while a $664 billion backlog quietly accumulates. Something does not add up, and the gap between the price and the fundamentals may be the most interesting trade setting up in cloud right now.

Dell stock hit a record high above $567, while HPE shares hit multi-month highs.

Blazing high-grade issuance for a holiday-shortened week back from Labor Day — a historically explosive period for pent-up dealmaking after summer lulls — totaled $57 billion Tuesday and Wednesday alone across 30 offerings, raising the possibility of a fourth straight monthly record. The totals in June ($184 billion), July ($137 billion), and August ($151 billion) were the highest ever for those months, per LCD. Syndicate desks are suggesting September supply of well over $200 billion. That woul

Oracle just posted a quarter that punched a hole in the most popular bearish argument against the stock, but two stubborn risks still stand between investors and a clear buy signal.

Oracle stock is flat despite posting a big jump in revenue, powered by demand for its AI cloud offering.

All three major US stock indexes were up in late-morning trading Friday, as oil prices fell and the

The stock market fell as oil prices and Treasury yields soared, but rebounded Friday on the CPI inflation report. Apple, Oracle, Meta were key movers.

Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened faster than almost anyone noticed.

Wharton professor Jeremy Siegel sees a collision coming between a new Fed chair, a bond market demanding action, and stocks caught in the crossfire at next week's FOMC meeting.

Demand is so strong that Microsoft is planning to more than triple its computing capacity.

Oracle's (ORCL) fiscal Q1 results provided near-term proof of infrastructure-as-a-service execution,

Snowflake (SNOW) stock has returned about 37% over the past three months, against 4.8% for the S&P 500, and trades about 8% below its 52-week high. The stock has gained more than 30% in under two months on 10 occasions since 2020, most recently in 2026, and six of those gains topped 50%. The case for another leg rests on what sits behind three straight quarters of faster growth: Snowflake's AI tools are getting customers to use more of its core data platform.

The cloud numbers are getting harder to ignore.

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

Morning Brief Host Julie Hyman and Breaking Business News Reporter Jake Conley are joined by Hardika Singh, Fundstrat Economic Strategist, to discuss Oracle's (ORCL) latest earnings and why Singh believes the company should ramp up capital spending to capitalize on surging AI demand.

Lee Munson, Portfolio Wealth Advisors president and CIO, joins Yahoo Finance Executive Editor Brian Sozzi to discuss Oracle (ORCL) stock rising after sharing its first quarter earnings report and why investors should be wary.

Here's a check of the markets in the first few minutes of trading.

ORCL has raised its fiscal 2027 revenue outlook to at least $90 billion as AI capacity, RPO conversion and cloud infrastructure execution drive growth.

Record cloud infrastructure revenue and $664B backlog signal robust AI demand ahead.

Oracle just posted a backlog figure large enough to reshape how the entire AI cloud infrastructure trade gets valued, and two GPU cloud pure-plays are already moving in sympathy before the broader market has fully processed what it means.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

For months, investors have treated Oracle shares as a way to play the ChatGPT developer’s looming listing.

Oracle stock jumped after cloud revenue sales grew by 121% last quarter

Oracle stock jumped after cloud revenue sales grew by 121% last quarter