News

SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.

SAP's valuation has reset after a steep selloff, but lower 2026 profit guidance and modest upside cloud the recovery case.

SAP is scaling agentic AI and usage-based cloud growth, but profit dilution, rising costs and long sales cycles keep execution risk in focus.

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

One hyperscaler may already be signaling a capex plateau, and if Jim Cramer's read is right, the selloff cascading through Oracle, Amazon, Alphabet, Meta, and Microsoft has barely started.

Hyperscalers are expected to fund an increasing amount of their capex with debt.

Just when it looks as if it can't sink any lower, the sell-off worsens. This discounting can't go on forever, though.

Ingram Micro joined the Oracle Cloud Distribution Program to expand Oracle Cloud Infrastructure and AI services across Australia, with a focus on small and midsize businesses. Oracle introduced AI Agent Studio and new agentic application development tools for Oracle Fusion Applications to support AI driven enterprise workflows. Oracle, ticker NYSE:ORCL, is pushing further into cloud and AI with both ecosystem expansion and new software tools. The company recently closed at $119.9, with the...

Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.

Nvidia (NASDAQ: NVDA) shares fell 4.99% on Monday to close at $196.51, stripping roughly $250 billion from the chipmaker’s market value and ceding the title of world’s most valuable company to Apple, which rose more than 1% to a market cap of roughly $4.95 trillion on the day. Pre-market pricing on Tuesday points to a further decline, with shares quoted at $194.84 ahead of the open.

The ‘Big Short’ investor Michael Burry on Sunday said the market has delivered its verdict on Big Tech’s artificial intelligence (AI) spending, with investors increasingly favoring companies showing stronger returns over larger capital commitments. Biggest AI Spenders Lose Favor According...

Wall Street analysts are still pounding the table on McDonald's, Oracle, and Uber even as all three sink toward 52-week lows, but each stock tells a completely different story about why the gap between price and target has grown so wide.

Wall Street’s forecasts for Big Tech require a major leap of faith: that the biggest AI hyperscalers can boost revenue much faster than the costs of running their businesses. Investors are already on edge about these companies’ soaring capital expenditures related to artificial intelligence. The bullish earnings narrative requires these companies to achieve newfound operating efficiency even as they spend trillions of dollars in capex over the next few years.

Investing.com -- U.S. chip stocks extended losses in premarket trading Tuesday, building on Monday’s declines after a broad selloff swept through Asian semiconductor names overnight as investors pulled back from AI-linked stocks amid growing worries about how the industry’s infrastructure buildout is being financed and rising competitive pressure from China.

The software giant behind TurboTax has fallen back to a price floor that has launched major rallies before, but a new crack in its business model is testing investors’ faith.

‘The money has to come from somewhere,’ says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond market

A closely watched gauge of risk in holding the debt of companies at the centre of the AI boom is rising rapidly, underscoring growing jitters...

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

Oracle just landed a $7 billion Pentagon deal, reinforcing its AI cloud momentum and giving investors another compelling reason to stay bullish.

Microsoft Corp (NASDAQ:MSFT) is set to report fiscal fourth quarter results this week, with UBS maintaining its ‘Buy’ rating while taking a more balanced tactical stance ahead of the release, citing expectations for higher capital spending alongside steady cloud demand. Following recent...

The software giant sent a torrent of cash back to its owners, yet the stock fell far behind the market. Here’s what that trade-off really bought them.

Oracle was one of the hottest AI stocks just nine months ago -- now it's down more than 63%. What gives?

Cisco was the indispensable infrastructure giant of its era, posting real revenue right up until its customers ran out of money and its stock collapsed 86%. Now credit markets are flashing a strikingly similar warning about Nvidia, and the reason has nothing to do with chips.

Microsoft's Azure outlook stays strong ahead of fiscal Q4 results as AI demand outpaces capacity and new platform launches test margin durability.

A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.

Alphabet stock sank after earnings because of the company’s Al capex. The punishment ignores what all that money is for: Google Cloud’s AI servers.

What a difference that cash flow makes!

DTE's Q2 results are likely to reflect grid investments, data center demand and rate-base growth, while higher financing costs could pressure earnings.

Bloom Energy reports Q2 earnings on July 28. See what analysts expect, how Q1 records raised the bar, and why Oracle and Brookfield deals matter.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.56%. September E-mini S&P futures (ESU26 ) are up +0.65%, and September E-mini Nasdaq futures...