News

Piper Sandler sees room for stronger growth as Oracle adds more cloud capacity.

(Bloomberg) -- Meta Platforms Inc. debuted a new image-generation artificial intelligence model, its first such release since the company spent billions to rebuild its AI lab under Chief AI Officer Alexandr Wang a year ago.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Majo

Shares of Cloudflare (NYSE:NET) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target. The move puts Cloudflare shares near a fresh 52-week high of $276.81, and it’s standing out on an otherwise rough day for growth tech. The NASDAQ 100 is down 1.3% today, so ... Cloudflare Is Up 9% Today: Is It Outperforming Other AI Cloud Stocks Like Oracle, CoreWeave, and Snowflake?

DTE Energy (NYSE:DTE) at $151.36 is a hold. The Michigan utility is pushing against its $155.06 52-week high on hyperscaler power supply deals, but a Q1 earnings miss and modest upside to consensus targets argue for patience. DTE is a Detroit-based regulated utility with a $32 billion market cap operating DTE Electric, DTE Gas, DTE ... DTE Energy Nearing 52-Week High: Buy, Sell or Hold?

Oracle’s AI spending has rattled investors, but Piper Sandler believes the market is overlooking a $2.2 billion cloud growth opportunity.

(Bloomberg) -- Amazon.com Inc.’s massive bond sale dragged down outstanding hyperscaler debt on Tuesday as investors sold existing securities to fund the new issue, signaling growing fatigue over the barrage of artificial intelligence financings.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Dive

SNOW's AI Data Cloud adoption is accelerating as new AI products, customer wins, and partnerships fuel growth, while the company targets 30% revenue growth.

Amazon is reportedly readying a bond offering of at least $25 billion, as the tech giant continues to plow investments into AI-related infrastructure. Amazon stock was trading slightly lower. The Seattle-based Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds Tuesday, the Wall Street Journal reported.

Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) is finally getting the AI story it has been chasing for a decade. Q1 2026 revenue landed at $10.25B, up 37.85% YoY, with Data Center now the dominant engine at $5.78B (+57%). CEO Lisa Su told investors, “Data Center now the primary driver of our revenue and ... 1 Prediction for AMD Stock Over the Next 5 Years

CRM's Informatica integration boosts AI and data ARR, expanding Data 360 and Agentforce capabilities, and opening new cross-selling opportunities.

Another day, another massive bond sale from a company borrowing heavily to invest in artificial-intelligence infrastructure. Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds today, just four months after it issued $37 billion of bonds in the U.

Oracle (ORCL) is back in the spotlight after a steep share-price slide collided with an aggressive AI buildout, leaving investors weighing heavy spending, rising debt, and negative free cash flow against strong cloud growth and record contract backlogs. See our latest analysis for Oracle. Recent AI product launches in HCM and supply chain, together with Oracle’s expanded Defense Ecosystem, have not stopped a sharp reset in expectations. A 30 day share price return of down 32.7% and a 1 year...

Bloom Energy scales with major partnerships and positive cash flow, while Eos Energy races to profitability despite 7x revenue growth.

A software firm is growing like a startup but priced like a utility, creating a contradiction the market cannot ignore for long.

The creative software giant is prioritizing significant user growth over short-term financial stability, prompting investors to re-evaluate the company's long-term value.

Higher-rated tech debt is rising, but investors are questioning whether AI spending will deliver expected returns.

Role eliminations at cloud computing companies, especially Oracle, comprise the lion’s share of 2026 tech layoffs.

After a punishing slide, Salesforce stock has landed on a price floor that has launched major rallies before, forcing investors to decide if history is a guide or a trap.

What looks like another AI product is actually a fundamental and potentially lucrative shift in how the company makes its money.

The software giant just had the best year in its history. Its stock has lost more than half its value since September.

The company released its latest earnings last month.

The cloud company finally made it to a major stock index, so why did investors hit the sell button.

Investing.com -- Meta Platforms Inc (NASDAQ:META) has contracted over 5GW of datacenter capacity across cloud and colocation in just the first half of 2026, and research firm SemiAnalysis argues the company's compute buildout is nowhere near its peak, projecting that Meta's 2027 capital expenditure will be "shockingly high" and that fears of it cannibalizing neocloud rivals are misplaced.

Arm Holdings plc (NASDAQ:ARM) is one of the best stocks on the rise to invest in. UBS lifted the price target on Arm Holdings plc (NASDAQ:ARM) to $470 from $260 on June 24 and maintained a Buy rating on the shares. The stock also received a rating update from Mizuho on June 4. The firm lifted the […]

Midstream pipelines have quietly become the income engine of the energy sector in 2026. With U.S. LNG exports running near maximum capacity and commercial electricity demand (driven by data centers) projected to surpass residential consumption for the first time on record in 2027, the companies that move hydrocarbons are sitting on multi-year volume tailwinds. The ... 3 Pipeline Stocks Paying You to Wait in July

Oracle expanded its Defense Ecosystem with ten additional defense technology partners, deepening its role in AI and cloud services for mission-critical operations across the US and allied nations. Separately, Oracle became a major client in Crusoe's new AI computing partnership and supply agreement, adding another pillar to its AI infrastructure efforts. Oracle, trading under NYSE:ORCL, is pushing further into defense and AI infrastructure at a time when its stock has come under pressure...

Investing.com -- Piper Sandler defended its Overweight rating on Oracle in a note to clients on Monday, arguing the company could generate approximately $2.2 billion in Oracle Cloud Infrastructure revenue not currently captured in consensus estimates, based on the firm’s analysis of capital expenditure to data center capacity to revenue conversion.

S&P 500 and Nasdaq-100 futures also rose Monday, with traders eyeing Fed minutes due Wednesday from Chair Kevin Warsh's first meeting

Stocks were gaining in premarket Monday with technology stocks prominent among the gainers. Semiconductor companies were particularly prominent as the artificial-intelligence trade took off again. Western Digital was up 4.5%, Sandisk was up 3.9%, and Micron Technology rose 2.3% as memory-and-storage companies regained their momentum after a drop last week.

The proposed investment could see Crusoe’s valuation rise to around $30bn, potentially tripling its previous value.