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David Ellison is dangling CNN to appease critics of his massive Warner Bros. Discovery deal, but the attorneys general suing to block it say the offer solves nothing. A September deadline and a seven-figure daily fee are forcing a decision that no single concession can fix.
Oracle's Nathan Thomas and AWS's Ganapathy Krishnamoorthy joins Kristen Scholer on NYSE Live to discuss their expanded collaboration
Michael Burry is pointing at a $770 billion AI spending wave and asking whether the money circling through hyperscalers, chip makers, and AI labs is creating real value or just the appearance of it.
Good things could be on the horizon when a stock surpasses the 50-Day simple moving average. How should investors react?
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
2026 has been a hard year to work in tech, even at companies posting record revenue. Salesforce trimmed its support division nearly in half earlier this year, then quietly cut more jobs in an AI-related shakeup in February. The justification each time is the same: Artificial intelligence made the ...
Most tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support without telling them.
Oracle stock has delivered an 84.4% gain over the past 5 years. After a sharp pullback over the last year, investors are again asking whether the current price around US$153 still leaves room for value. Over 5 years, Oracle has returned 84.4%, which places recent weakness in the context of a longer track record of value creation for shareholders. AI and quantum partnerships tied to Oracle Cloud, such as recent work with Quantinuum and Google Cloud, can support expectations for future cash...
'The Big Short' investor is betting against AI-linked names even as he sees strong demand for compute as a potential warning sign for the sector.
Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle's ecosystem.
Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle’s ecosystem.
<body><p>STORY: Mussio also noted that "investors are right to concern themselves" with companies' capital expenditures on AI buildout.</p><p>"The market is rewarding those businesses that can finance the CapEx still within the guise of their cash flow from operations," Mussio said. "It's the businesses that are then using all of that cash flow, and then borrowing in the market on the debt side, those are the companies that have a much more difficult time. So Microsoft, Amazon, okay. Meta, a little less okay.... Oracle, even less so, less so ok."</p></body>
Oracle (NYSE:ORCL) just gave its cloud story a new frontier. On August 12, the company announced a multi-year partnership with Quantinuum to bring quantum computing to Oracle Cloud Infrastructure, adding one more growth narrative to a stock that has already been on a wild ride. The deal is the clearest sign yet that Oracle wants […]
Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI.
Nebius Group N.V. (NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on its latest deals had fallen below two years. Nebius now expects to...
On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven’t even opened yet, mostly AI data centers. Microsoft’s own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn’t Show […]
Cuts could reach double-digit percentages on some teams, with Oracle aiming to reduce payroll before September 1
With 54 analysts piling into the same corner and Azure crossing a milestone Wall Street almost missed, one overlooked risk buried in Microsoft's balance sheet could change the entire calculus for buyers stepping in now.
The average brokerage recommendation (ABR) for Oracle (ORCL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Find insight on Samsung Electronics, Life360, CoreWeave and more in the latest Market Talks covering technology, media and telecom.
Oracle slashed its workforce by 13% in fiscal year 2026.
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