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Heavy infrastructure issuance is raising financing friction before cloud investments deliver their full returns.

Michael Burry did not short a stock this time. He went through the fine print of five balance sheets and published what he found on September 19.

Paramount executives have discussed asking billionaire Elon Musk to join a syndicate of equity investors, Semafor reported.

Adobe (ADBE) trades at about $238 a share. Options that expire in about a year, 361 days out, imply an expected trading range running from $152 to $373 under standard lognormal market-pricing assumptions. The floor sits about 36% below today's price and the ceiling about 56% above. If you own the stock, that spread is what you are carrying.

Wall Street is booking record highs while Main Street workers, especially six-figure earners, are bracing for the worst job market anxiety in over a decade. The force driving that fear is reshaping where smart investors need to park their capital right now.

Key Stats for Oracle StockCurrent Price: $148. 56Target Price (Mid): ~$489Street Target: ~$238Potential Total Return: ~229%Annualized IRR: ~29% / yearWhat Happened?Oracle Corporation (ORCL) just did something unusual for a company whose stock has lost more than half its value.

Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the index over the same stretch. So this was not the cloud trade lifting everything at once. One number inside Snowflake moved, and management has already said what it costs to keep it moving.

Microsoft (MSFT) has returned about 33% over the past three months, though it is down 3.1% over the past twelve months. Near $500 a share, the stock carries a trailing price-to-earnings ratio of about 26.7 times adjusted earnings. Whether that multiple looks elevated or not, it is the wrong number to make the decision on, because the earnings analysts already expect are not in it.

CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian break down the day's biggest headlines, including the AI trade sending the Nasdaq (^IXIC) higher, Meta's (META) Muse AI sparking fresh AI-disruption fears, and McDonald's (MCD) dipping 5% as the fast-food giant plans to invest $8.5 billion in restaurant upgrades and franchisee support through 2036.

AMD just crossed a trillion-dollar market cap and the sell side is scrambling to rewrite its models in real time, but the gap between the bulls racing to raise targets and the bears warning of a blow-off top has never been wider.

The Federal Reserve’s latest rate hike to a 3.75% to 4% range puts real pressure on slower, heavily indebted businesses and shines a brighter light on faster growing firms where insiders have meaningful skin in the game. That mix of growth and ownership can be powerful when borrowing costs rise and capital feels more selective. This article walks through three such stocks from our high growth, high insider alignment pool. The three stocks that follow are only a sample from this theme, while...

Microsoft and Amazon sales were each valued at $5 million to $25 million.

Salesforce has bled out over 12 months while its enterprise software peers crater even harder, yet one Wall Street firm just planted a flag so far above current prices that it stands alone on the Street. The bull case hinges on a single AI product that either rewrites the CRM story entirely or confirms the market has been right to look away.

Oracle (NYSE:ORCL) and Wipro announced a partnership to deliver cloud-based pharmacovigilance services using Oracle Life Sciences Argus BPS. The collaboration targets global life sciences clients that require compliant drug safety operations on managed cloud infrastructure. Wipro will provide managed services on top of Oracle Life Sciences Argus BPS to support scalable onboarding and regulatory reporting. This new Oracle and Wipro pharmacovigilance offering matters, but investors should...

Wells Fargo began coverage of Applied Digital Corporation (NASDAQ:APLD) on September 17 with an Overweight rating and a $50 price target. Analyst Eric Luebchow named it a Top Idea. The shares rose after the note and have stayed above their pre-call level since. Wells Fargo’s call is built on leases already signed, not on demand […]

Persistent issuance--not default anxiety--is widening financing costs around the data-center expansion cycle.

Microsoft handed shareholders one of the largest cash returns in market history, but what did that money actually buy for the owners who held on.

Salesforce (CRM) stock trades at about $236 after returning about 58% over three months. Its options now price a range over roughly a year that runs from about $152 to about $368. The bottom of that band is a price the stock has already traded through within the past year, and the market is pricing the band a little calmer than the stock has actually moved.

The number worth watching at International Business Machines (IBM) is its annual recurring revenue. It kept growing through a weak quarter. You may expect the story here to be the missed second quarter or the falling stock. It is not. So how big is this recurring revenue business, and how fast is it growing.

Prediction market Trueo is migrating from Base to Ethereum mainnet, earning praise from Vitalik Buterin.

The 1,156 transactions in July totaled between roughly $79 million and $270 million, according to a CNBC analysis

Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in that gap looks like an opportunity Wall Street has not yet caught up to.

A leaked document covering 546 employees in Oracle's cloud infrastructure division shows software developers made up about 17% of the cuts

Hewlett Packard Enterprise's networking orders are surging ahead of shipments amid growing AI demand, with major deals and Juniper integration shaping what's next.

Huawei is speeding up its 2027 AI-chip push, raising fresh questions about Nvidia’s China exposure, competitive moat, and what it could mean for NVDA stock.

Paramount is scouting Nashville office space as CEO David Ellison considers relocating the studio from Hollywood.

Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, multiple expansion appears largely contingent upon Adobe's ability to monetize its rapidly expanding freemium base before core top-line growth decelerates.

Son Howard will replace him as chairman of the board.

Oracle just posted 121% cloud growth and a $664 billion backlog, yet the stock sits near a yearly low. Something in the market's math does not add up, and the answer determines whether this is a generational buy or a value trap.