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Oracle stock sits 28% in the red while cloud peers celebrate a banner year, and the gap comes down to one brutal question: can a $638 billion backlog and a mountain of AI debt actually produce the earnings needed for a recovery?
Accelerating demand reported by major cloud providers improved sentiment toward infrastructure companies across the AI investment cycle.
Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech giants' cloud computing backlogs support their strong spending plans.
Baycrest Hospital and Sunnybrook Health Sciences Centre are rolling out a joint Oracle Health EHR platform across hospital and ambulatory clinics in Ontario. The project focuses on improving care coordination, clinician workflow, and patient experiences across multi facility health systems. This customer win expands Oracle Health’s presence in mission critical healthcare IT and supports digitization of clinical operations. For investors tracking NYSE:ORCL, this move underlines Oracle’s push...
AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a stumble is coming.
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.
Salesforce (NYSE:CRM) currently trades at $184.02, while the Wall Street consensus price target sits at $241.72. That implies roughly 31% upside from current levels. Salesforce sells cloud-based CRM software and has repositioned itself as the operating system for what CEO Marc Benioff calls the “agentic enterprise,” with Agentforce and Data 360 driving growth. Wall Street ... Salesforce Remains Down But Turning Positive: 100%+ Returns Lie Ahead According to This Analyst
Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second quarter of 2026, outperforming the Russell 1000 Growth Index’s 16.74% gain as strong stock selection and an overweight position in healthcare supported results. The […]
Oracle is catching a double tailwind from easing geopolitical tensions and an expanded AI partnership with Alphabet.
A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.
Is it truly possible that artificial intelligence, the very technological wave promised to unlock trillions in enterprise productivity, could end up upending Oracle (ORCL), the staid, unshakeable, fifty-year-old titan of relational enterprise databases? The company that has quietly powered global banking, enterprise logistics, and government administration for half a century is now carrying a very different kind of balance sheet, one built on server racks, liquid cooling pipes, and high-interest
Oracle's big DoD contract is a reason to buy Oracle stock, not sell it.
Larry Ellison's Oracle gambled its balance sheet on an AI future that analysts are now calling the most dangerous financial bubble in history, and the bill is coming due faster than anyone expected.
Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services. It’s against this backdrop that the Department of Veterans Affairs (VA) has expanded its relationship with Salesforce Inc. (NYSE:CRM). On July 24, Salesforce announced that it has secured a 3-year agreement with the […]
AI spending is ramping up, but this tech stock looks like a good deal.
Nvidia and Oracle shareholders are losing patience, but now is not the time to ditch these tech giants.
Salesforce shares cratered 30% this year before staging a surprise July reversal, and now a proprietary model is pointing to a very specific price target that cuts against the bearish narrative still dominating Wall Street.
In late July 2026, Oracle and Google Cloud expanded their partnership to bring Google's Gemini models into Oracle's Fusion Applications, NetSuite, and AI Agent Studio, broadening enterprise access to generative AI tools across Oracle's software and cloud portfolio. This move deepens Oracle's multi-model AI approach, giving customers more choice and potentially tightening the link between Oracle's core business applications and advanced AI capabilities. We’ll now examine how embedding...
Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case for a $500 share price by 2027 looks audacious on the surface, but one critical number in the earnings report suggests the market is misreading what comes next.
IBM's 2026 pullback improves its price, but modest growth, leverage and a still-full valuation keep the stock from looking clearly cheap.
Amazon.com’s strong earnings are providing a boost to battered AI hyperscaler bonds. Amazon shares jumped 15% Friday after the company reported accelerating cloud-computing sales. The momentum carried over to its bonds: the extra yield, or spread, investors demand to hold its 6.
Bloom Energy (BE) makes solid oxide fuel cell systems that allow data centers to generate electricity on-site rather than waiting for a new connection to the power grid. Its Energy Servers provide the constant electricity required by artificial intelligence data centers. One of Bloom’s largest ...
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