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Let's just say investors aren't convinced Oracle's aggressive spending plan will work out.

UBS just raised its FCEL stock price target, citing new deals with Fit Energy and Siemens as shares eye 45% potential upside.

Bloom Energy soared on the AI data center boom, but a high-profile project rejection in New Mexico and a spreading wave of community opposition are raising questions about whether the company's biggest growth opportunities can survive the regulatory gauntlet.

A massive borrowing binge by technology giants expanding their artificial intelligence capabilities is fundamentally transforming fixed-income dynamics. Companies like Meta Platforms Inc., Nvidia Corp., and Amazon.com Inc. are leading a historic capital expenditure push, issuing hundreds of billions in corporate...

Cramer named specific sectors he's betting on for late 2026 while calling out two popular investments as traps that investors should exit now, regardless of where they bought in.

The two sides are negotiating an arrangement under which SpaceX would provide computing capacity to the department at a cost of up to several billion dollars, according to a report in the Wall Street Journal.

Management has gone quiet on the cloud migration engine that built Azure, but with AI now shouldering all the growth expectations, the health of that silent giant has never mattered more.

The ‘Big Short’ investor questioned whether Netflix can create evergreen content, saying the company’s long-term value depends on the strength of its content library.

US equities (^DJI, ^IXIC, ^GSPC) closed Friday's session in negative territory — led by the Nasdaq Composite's 1.4% drop — all three of the market indexes seeing weekly losses amid the recent sell-off in semiconductor stocks. Yahoo Finance Markets and Data Editor Jared Blikre examines the day's market moves, taking a closer look at the losses in semiconductor stocks and the gains seen across the software landscape.

Pipeline rejection threatens timing and raises project costs

New Mexico denied a natural gas pipeline permit linked to Oracle's data center.

"For those intoxicated by the ride and potential profit opportunity, the lesson that ‘what goes up’ can ‘COME DOWN A LOT FASTER’ is often a painful surprise," InvesTech Research's Claire Cantalupo wrote. The analyst flagged SpaceX's post-IPO plunge, the stock has shaved $1 trillion from its market capitalization at its peak. The PHLX Semiconductor Index has also entered a technical bull market, down more than 20% from all-time highs seen just one month prior.

In recent days, Oracle has expanded its AI and cloud ecosystem through new client deployments, AI-native Fusion Agentic Applications tools, and innovation partnerships, while reports suggest it is leading talks to build a highly secure, air-gapped government cloud network in Japan. These moves highlight how Oracle is pushing deeper into mission-critical, AI-centric workloads across industries, even as investors weigh the funding and credit risks of its very large data center expansion...

The coverage ratio for hyperscaler bond issuance tumbled from 5x in February 2026 to below 2x in July.

NOW's Q2 results may reflect strong AI adoption and subscription growth, but rising costs, competition and valuation risks cloud the outlook.

Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in enterprise software. Something in that math does not add up, and figuring out which side is wrong could define the trade of the year.

Opening Bid Host Brian Sozzi is joined by Crossmark Global Investments Chief Market Strategist Victoria Fernandez, BD8 Capital Partners CEO and CIO Barbara Doran, and Yahoo Finance Senior Business Reporter Ines Ferre to break down Oracle (ORCL), examining the company's debt concerns following its recent stock performance.

Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last quarter suggest the selloff may have handed investors a rare window.

Oracle stock has sunk to the ocean floor, and it's unclear what will bring it back afloat.

The company is making an enormous bet on AI infrastructure, and the sheer scale of that wager is now the central vulnerability for investors.

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Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

One tech journalist is naming names, tracing a potential AI market collapse to a single company whose finances, now verified by auditors, reveal a gap between revenue and costs that dwarfs anything Wall Street has publicly reckoned with.

ORCL stock has fallen 62% from its peak last September, wiping nearly $600 billion off the company’s market value. Analysts and retail traders believe there’s an opportunity here.

Investors debate whether heavy spending on AI infrastructure will deliver profits fast enough to justify the rising costs.

Oracle (ORCL) closed the most recent trading day at $124.27, moving 6.2% from the previous trading session.

Arm Holdings (NasdaqGS:ARM) CEO commented on US export restrictions for AI capable CPUs to China and highlighted complexity in enforcing potential bans. The CEO pointed to stronger demand for Arm's AGI CPU, with customers such as ByteDance and Oracle now using the product. Arm is working with partners including TSMC, Oracle and Microsoft to secure key components across its supply chain for next generation chips. Arm Holdings enters this news cycle with a current share price of $277.01 and...

Oracle has shed a third of its value in weeks, and the obvious alternatives are moving in opposite directions. Before rotating into Cloudflare, CoreWeave, or Snowflake, investors need to understand which of these names actually offers shelter and which carries even more risk.

Oracle stock fell to a 52-week low Thursday as the enterprise technology giant's stock slump shows no signs of ending.