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MSFT's premium valuation faces a key test as cloud growth stays strong but AI spending pressures margins. Does guidance justify the higher P/E?
CoreWeave (NASDAQ:CRWV) stock is down 11% to $88.63 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated today, though there is one possible price-move driver. Still, overall it looks like a continuation of a broader downtrend for one of the ... CoreWeave Is Down 11% Today: How Does CRWV Compare to Other Cloud Stocks Like Cloudflare and Oracle?
Bloom Energy stock is rising once more this time on a massive expansion to its 2025 partnership with Brookfield Asset Management.
Oracle stock has fallen sharply in recent months even as its valuation checks still lean supportive. That puts fresh focus on whether the recent slide has pushed the shares into genuinely attractive territory or simply brought them closer to a more reasonable price. Oracle has delivered a total return of 88.7% over the past 5 years, which means long term holders are still clearly ahead despite the recent pullback. Heavy spending on AI driven cloud infrastructure can support revenue...
A new business inside Microsoft (MSFT) has quietly reached a massive scale. The company's AI segment has surpassed a $37 billion annual run rate, growing at an astonishing 123%. This new engine is already a significant portion of the Microsoft Cloud, which itself exceeded $54 billion in quarterly revenue. This is not a future promise; it is a present-day reality.
It’s no secret that Salesforce (CRM) stock has been a tough holding. With shares down 41% over the last year, the market’s verdict seems clear: the era of hyper-growth is over, and with it, the premium valuation. The conversation is almost entirely about the top line.
Nuclear operators have had to reduce output or shut down in the past because of extreme heat. Natural gas turbines are less efficient.
JFrog and Qualys are outperforming the broader software sector as bullish technical patterns suggest both stocks could continue leading into the second half of 2026.
The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide accelerated this month after top holding Oracle posted its worst week since the 2001 dot-com bust, dropping 19.4% in five sessions on debt ... IGV Investors: Watch Oracle’s Free Cash Flow as the Real Test of AI Capex Economics
Oracle (NYSE:ORCL) just posted one of the strongest cloud quarters in software history. Infrastructure revenue grew 93% year over year to $5.79 billion, and remaining performance obligations hit $638 billion. Yet shares trade at $148.53, down 23.33% YTD. Market cap sits at $427.8 billion. Can this stock reach $400 a share and push Oracle past ... Oracle Could Be a $1 Trillion Company By This Date
ORCL expands Fusion Agentic Applications with new AI tools for supply chains, aiming to boost automation, efficiency and cloud adoption.
INTU's AI strategy expands higher-value services, automating workflows and boosting cross-selling, helping lift growth and fiscal 2026 guidance.
Zacks.com users have recently been watching Oracle (ORCL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Oracle Corporation (NYSE:ORCL) is one of the undervalued stocks with high upside potential. On June 29, Oracle launched four new “Fusion Agentic Applications” within its Cloud SCM platform, using AI agents to autonomously manage supply chain tasks like inventory planning, supplier qualification, and production readiness. By shifting from manual tracking to AI-driven execution, these tools […]
Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is one of the oversold tech stocks to buy now. On June 11, Cognizant selected Oracle Fusion Cloud Recruiting, part of Oracle Fusion Cloud Human Capital Management, to advance its talent acquisition strategy. This partnership aims to streamline hiring workflows and enhance candidate experiences across more than 60 countries. The […]
Oracle Corporation (NYSE:ORCL) is one of the oversold tech stocks to buy now. On June 25, Oracle announced the third cohort of its Defense Ecosystem, adding 10 companies to a program designed to accelerate the deployment of mission-critical AI, cyber, and autonomous technologies for the US and allied nations. By connecting these emerging firms with […]
Oracle just had a week that made Wall Street nervous. The software giant's stock fell 19% in a single week ending June 27, its steepest weekly drop in 25 years, according to CNBC. The last time Oracle (ORCL) shed this much ground in a week was August 2001, right in the depths of the dot-com ...
Investors are entering the second-quarter earnings season focused on whether heavy artificial intelligence spending by major technology companies will begin translating into stronger revenue growth, according to Wedbush Securities analysts. Wedbush wrote that recent weakness in large-cap...
Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and Wedbush’s Global Head of Technology Research thinks the market has the story upside down. “These are way oversold names,” he said, naming Microsoft (NASDAQ:MSFT), ... Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case
New Fusion tools aim to automate inventory, supplier and manufacturing workflows.
This CEO is now one of the richest people in the world, with a fortune greater than $200 billion.
FuelCell Energy stock spiked Monday on government financing and a hefty PT hike after AI data-center deal. Bloom Energy jumped amid index transition.
Monetary Matters Network Co-Founder Jack Farley and AInvest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.
Monetary Matters Network Co-Founder Jack Farley and AI Invest Managing Editor Adam Shapiro join Julie Hyman on Morning Brief to discuss where the next investment opportunities may lie. They break down the outlook for the tech sector and explain why investors may want to look beyond mega-cap names to mid-cap and small-cap stocks.
During an interview with CNBC, Ives said that the markets are currently treating Microsoft, Oracle, and Meta as bear-market stocks.