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MongoDB stock slid late Tuesday, after the database software company reported fiscal second quarter results.

A number of stocks fell in the afternoon session after escalating geopolitical tensions in the Middle East and climbing global bond yields dampened investor risk appetite.

TD Cowen lowered its target to $240 but retained its Buy rating as Oracle's AI expansion pushed free cash flow deeply negative.

Palantir, Palo Alto and Microsoft are its largest holdings

Oracle spent $23.7 billion more cash than it brought in last fiscal year and borrowed $43 billion to cover the gap. That's a fine trade when money is cheap. It's a worse one with the 30-year Treasury yield near a 20-year high and long bonds selling off from Tokyo to London.

SMRs could make it much easier to deploy nuclear power plants.

One analyst thinks the stock’s brutal slide is not the result of bad business.

John Ternus stepped into the CEO role at Apple on a day when rising Treasury yields cracked the AI infrastructure trade wide open, and the reason Apple surged while Oracle cratered reveals a structural fault line forming beneath the entire technology sector.

September may be a historically weak month for stocks, but strong, verifiable AI-related results can still overpower the seasonal headwind.

A global bond selloff that lifted the 10-year Treasury yield to a recent high is landing hardest on balance sheets carrying the heaviest debt-funded AI capital expenditure. Oracle (NYSE:ORCL) sits at the front of that queue, and its stock is repricing on the higher cost of the borrowing that funds its buildout. Oracle stock is […]

Oracle (ORCL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Swapping out an ERP system has been compared to open-heart surgery, which is exactly why Oracle, SAP, and Workday have held their ground through every technology wave. Now an AI-native startup backed by a former Sequoia partner is betting that a rebuilt architecture can finally make the pain worth it.

Amazon's $5.3B Saudi bet expands AWS' AI infrastructure footprint, while accelerating growth and strong guidance fuel fresh investor interest.

The booming demand for dedicated AI data centers is fueling tremendous growth for these two companies.

Oracle (ORCL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The bond market is quietly reshaping how investors should think about NVIDIA and the broader AI trade, and Wall Street strategists are raising alarms that most equity investors are not watching the right risk.

The global optical transceiver market is experiencing significant transformation, propelled by the increasing convergence of artificial intelligence (AI) and high-speed optical networking. Recent developments highlight substantial investments, including NVIDIA's $2 billion commitment to Lumentum and Marvell's planned acquisition of Celestial AI for up to $5.5 billion, underscoring the increasing demand for high-bandwidth connectivity driven by hyperscale AI infrastructures. Domestic...

Both companies are restructuring their India workforces as the tech sector reallocates budgets toward newer areas

Central banks are talking tougher on inflation, and higher interest rates can keep pressure on traditional risk assets. At the same time, investor interest in digital assets and the technology behind them has not disappeared. That mix of tighter money and ongoing curiosity about crypto creates a very specific opportunity. This article walks through three stocks linked to cryptocurrencies and blockchain that many investors are watching closely right now. The stocks covered below are just a...

The database giant's contracted future revenue now exceeds the company's entire market value. That gap is a message from investors.

Beyond the headlines, Microsoft has quietly signed up over 30 million paid seats for its Microsoft 365 Copilot. This rapid adoption is not just an extension of its existing software business. It marks a fundamental pivot in how the company monetizes its core enterprise relationships, moving toward a consumption-based model.

Steve Eisman, the investor made famous by “The Big Short,” says the artificial intelligence boom has made OpenAI so central to the U.S. economy that its failure could tip the country into recession almost overnight. “If tomorrow OpenAI failed, the...

Oracle (ORCL) reached $149.12 at the closing of the latest trading day, reflecting a -1.15% change compared to its last close.

Diraq is deploying a quantum computer directly into a commercial data center, marking a real-world example of hybrid computing.

Adobe’s option-implied range runs from below anything the stock has traded at in the past year to far above its high, and that width is the real question for anyone who owns it.

Record bookings are not near-term revenue, and the spending needed to serve them lands first.

Oracle (NYSE:ORCL) is highlighted as a key vendor in new third party market research on enterprise blockchain and 5G edge cloud networks through 2030. The reports position Oracle among leading providers of digital infrastructure that underpins cloud, automation and AI enabled enterprise applications. Analysts flag Oracle's role in areas such as decentralized finance, digital identity, tokenization, private 5G and edge based AI inference. For investors, the research points to Oracle's...

Snowflake heads into Q2 earnings with strong AI momentum and customer growth, though premium valuation and margin pressures remain risks.

In August 2026, Oracle Health expanded its Clinical AI Agent in the U.S. to automate professional fee coding, support real-time dictation, and streamline chart review across electronic health records, while Oracle also featured at major AI and technology conferences. By tying these healthcare AI workflow tools into its broader cloud and AI stack, Oracle is aiming to deepen its role inside mission-critical clinical and enterprise systems. We'll now examine how Oracle Health's expanded...

Most of the increase in the full-year outlook comes from two deals that have not closed, so the jump says more about what investors stopped believing than about what changed in the numbers.