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Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new partnership just gave that thesis a serious jolt.

While investors chase chipmakers and AI startups, this earnings season quietly revealed a group of companies already converting signed customer commitments into surging cash flow, and the math behind their advantage may surprise you.

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

A moderate five-year correlation to the broad market says much of what Oracle does is genuinely its own, and its down-day behavior says what that costs.

After a sharp sell-off, a technology stalwart looks cheap. The market sees a warning, but the numbers might be telling a different story.

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.

BLKB is embedding supervised AI agents across fundraising, education and finance to deepen platform use, though near-term revenue gains remain limited.

A star analyst says the market is valuing Oracle's massive OCI-driven backlog at essentially nothing, and one investor thinks that mispricing opens a door that deep-value bulls cannot afford to ignore much longer.

BLKB's low valuation and strong cash flow support buybacks, but weak growth, retention pressure and leverage keep the stock's upside in check.

Stock buybacks are near historic highs. But their biggest benefit to investors — making each remaining share more valuable — is fading in the era of the AI spending boom.

The fund had also offered some investors the option to buy assets in its portfolio, according to a Financial Times report.

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

Despite the recent selloff among chip stocks, the long-term demand drivers supporting advanced GPUs and AI memory solutions remain firmly in place.

Microsoft stock records best day since 2008 on strong cloud revenue.

Get paid a handsome income now for simply agreeing to buy this tech giant later, at a price well below today's, and you keep that income no matter what the stock does.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at whether stock buybacks enacted by Big Tech names are starting to dry up as these companies begin to spend more on AI.

Oracle is riding a double wave today: a deeper Google partnership and Microsoft's blockbuster cloud earnings.

Beaten-down Oracle stock got a big lift Thursday following news that it will expand a partnership with Google parent Alphabet. Strong results from enterprise tech rival Microsoft are also likely providing a boost. An expanded partnership will bring Google's Gemini models to Oracle's portfolio of enterprise applications, the companies announced in a joint press release.

Former OpenAI researcher Leopold Aschenbrenner’s $20-billion AI-focused fund is unwinding public equity bets as the sector’s recent selloff takes its toll.

You pay less than the market for Adobe on earnings and cash flow, and what comes with the discount is a growth engine management is deliberately rebuilding.

AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story entirely.

The company's guidance method excluded a product it had only just launched, and management said so two months before the run began.

Oracle (NYSE:ORCL) shares gained 3. 3% on Thursday after the company announced a significant expansion of its partnership with Google (NASDAQ:GOOG), bringing Google’s Gemini artificial intelligence models deeper into Oracle’s enterprise software portfolio.

The development comes as investors are closely watching AI infrastructure spending, with major technology companies increasing capital expenditure to support AI demand.

Investing.com -- Oracle (NYSE: ORCL) stock surged 3.3% Thursday morning following a key expansion of its Google Cloud partnership, injecting Google’s flagship Gemini AI directly into Oracle’s enterprise software ecosystem. Shares also benefited from broad strength in tech stocks. Under the deal announced today, Google’s Gemini models are coming to Oracle AI Agent Studio for Fusion Applications—allowing enterprise clients to build, customize, and deploy autonomous AI agents. Oracle also plans to

Bloom Energy just posted record revenue and raised its guidance, yet retail investors are bailing while a short-seller report and class-action inquiry pile on. Find out why analysts and Reddit are reaching completely opposite conclusions about where this stock goes next.

Investors are punishing hyperscalers for their massive AI spending sprees, but the real danger may lurk on the opposite side of the ledger. One company has found a way to sidestep the whole dilemma entirely, and it reveals something important about who actually wins this race.

The generative AI figure that once made its progress checkable is gone from the latest earnings call.

According to a Financial Times report, the Situational Awareness hedge fund reportedly told investors it was up 439% through June and viewed the market correction as a buying opportunity.

Rock-bottom prices don’t always mean rock-bottom businesses. The stocks we’re examining today have all touched their 52-week lows, creating a classic investor’s dilemma: bargain opportunity or value trap?