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The round came together after the data center developer reportedly secured a $13 billion contract with Jane Street.

Intuit (INTU) stock trades at about $342.94, down 47.6% over the trailing twelve months. The options market has now priced how far it can travel from here, and the band is wide: a floor near $210 and a ceiling near $705.1, a little over a year out.

A number of stocks traded in opposite directions in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake.

Oracle has taken on tens of billions in debt to fund its AI data center build-out, a lower-rate outlook offers it outsize relief.

HPE (HPE) reported third quarter earnings results on Wednesday. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the relationship between the roaring demand for AI and the industry's extreme supply-chain constraints.

HPE (HPE) reported third quarter earnings results on Wednesday. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the relationship between the roaring demand for AI and the industry's extreme supply-chain constraints.

Oracle's stock price now is less than half of what it was in September 2025.

SNOW's Q2 earnings and revenues beat estimates as product revenues jump 37%, AI demand accelerates growth, and fiscal 2027 guidance moves higher.

Microsoft, Amazon and a raft of cloud-computing and software companies will be the AI winners, according to Jefferies analysts.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.49% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.54%. E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini...

Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Snowflake just delivered the kind of earnings report that can permanently reset expectations for a growth stock, and now investors face a harder question about what comes next after a single-day surge leaves almost no room for error.

Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.

A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.

Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.

Oracle plans a multi-year deployment of HPE Juniper networking equipment across its AI data centers globally, with HPE issuing Oracle warrants to acquire HPE stock

The tech company's next five years will hinge on the success of its AI cloud business.

Hewlett Packard Enterprise (NYSE:HPE) reported quarterly revenue and earnings above expectations on Wednesday and raised its full-year guidance for both 2026 and 2027. Separately, the company expanded its collaboration with Oracle and issued warrants allowing Oracle to purchase HPE common shares.

Larry Ellison holds tens of billions in Oracle stock and reportedly avoids triggering a capital-gains bill by never selling. The legal mechanism behind that move scales down to ordinary brokerage accounts, and most investors have never heard of it.

CPI FIM stock presents an interesting puzzle for investors. The share price has delivered a very strong 111.7% gain over the past 3 years, yet recent shorter term returns and the broader valuation checks point to a more mixed picture rather than a clear bargain or clear overvaluation. CPI FIM has gained 111.7% over 3 years, which puts the recent share price in a very different place to where longer term holders started. The company’s valuation story may hinge on whether it can convert its...

Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out

From commerce to culture, software is digitizing every aspect of our lives. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they’ve gained 47.6% over the past six months, outpacing the S&P 500’s 12.3% rise.

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the finance and hr software stocks, including Workday (NASDAQ:WDAY) and its peers.

HPE stock wavered amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.

Jefferies cut its price target to $290 but kept a Buy rating, betting Oracle's AI cloud growth can offset concerns about heavy spending and rising leverage.

The company narrowly beat analyst estimates in first quarter since CEO Thomas Siebel’s return following a health-related leave.