High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
NVDA, ORCL and HD headline new analyst reports highlighting AI, cloud and retail growth drivers alongside key execution and market risks.
With a net profit margin of 25.30%, Oracle Corporation (NYSE:ORCL) is included among the 12 Most Profitable American Stocks to Buy in 2026. Oracle Corporation (NYSE:ORCL) is a global leader in AI, delivering the cloud infrastructure, data, and applications that organizations across the world trust to successfully achieve business outcomes at scale. On June 11, BMO […]
Though VeriSign has lagged behind the broader Nasdaq Composite over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects.
It apparently fell short in an attempt to lease cloud capacity from a peer.
We recently published Jim Cramer Called SpaceX A Meme Stock & Discussed These 7 Stocks. Oracle Corporation (NYSE:ORCL) is one of the stocks discussed by Jim Cramer. Data center infrastructure provider Oracle Corporation (NYSE:ORCL)’s shares are down by 8.7% over the past year and by 1.7% year-to-date. The past couple of days haven’t been kind […]
Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corporation (NVDA), Oracle Corporation (ORCL) and The Home Depot, Inc. (HD), as well as two micro-cap stocks, Catalyst Bancorp, Inc. (CLST) and Hour Loop, Inc. (HOUR).
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...
Oracle said details in a report about failed cloud deal talks with Microsoft were inaccurate.
If you hold Oracle (ORCL) stock, you’ve felt the turbulence. Despite a recent bounce, the shares are down over the last 12 months and sit well below their peak, a sign the market is wrestling with a profound shift in the company’s story. The options market is pricing in elevated uncertainty, with implied volatility in the 67th percentile of its annual range. This isn't about a legacy business in decline; it's about the significant risks of a company going all-in on a new one.
Space Exploration Technologies Corp. and Tesla Inc. CEO Elon Musk‘s net worth has surpassed the $1 trillion mark. Here’s how his fortune compares with the world’s top billionaires. Elon Musk Surpasses $1 Trillion According to the Forbes Billionaires list, Musk’s...
Microsoft Halts Oracle Data Center Talks in Major Security-Driven Split
Janus Henderson Investors, an investment management company, released its “Forty Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Fund returned -12.25% in the quarter, underperforming the Russell 1000 Growth Index (-9.78%). Despite this, its 10-year annualized returns are approximately 15%. The recent quarter’s challenges stemmed from volatility and stock selection […]
Oracle points out that the demand for data center graphics cards remains robust, suggesting that Nvidia should be able to sustain its healthy growth rate
Oracle (ORCL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Bloom Energy's AI data center power deals with Brookfield and AEP spotlight its growth story, while M-tron faces valuation and execution risks.
Ed Zitron, journalist and infamous AI bear, got his hands on newly leaked OpenAI financials that give the term "cash burn" a whole new meaning.
Bloom's story is a microcosm of how the AI-bearish economists & analysts have missed the fundamental demand drivers
This AI cloud and database giant sold off, but could it have the most upside of any AI stock?
Oracle (NYSE:ORCL) has launched OPERA Cloud Assistant, an AI-powered toolkit designed to automate hotel operations, guest engagement, and revenue management. The new assistant is available at no additional cost to existing OPERA Cloud customers. Loews Hotels has gone live with an advanced integration that uses Oracle OPERA Cloud as its data backbone, supporting more than 1,000,000 guest interactions each month. Oracle, trading at $188.33, is adding a fresh hospitality angle to its AI story...
Microsoft has reportedly abandoned talks with Oracle to lease $3 billion in AI computing power after a stalemate over federal security regulations.
Oracle stock may have underperformed the market over the past year, but it could deliver terrific gains by accelerating the conversion of its massive backlog into revenue.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.89%. June E-mini S&P futures (ESM26 ) fell -0.60%, and June E-mini Nasdaq futures...
June 16 (Reuters) - Microsoft's discussions with Oracle regarding a cloud infrastructure leasing deal, potentially valued at more than $3 billion, have fallen apart due to security and compliance
Oracle said on Tuesday that details in a Business Insider report on the collapse of its discussions with Microsoft over a potential leasing deal were inaccurate. The report had said that Microsoft's discussions with Oracle regarding a cloud infrastructure leasing deal have fallen apart due to security and compliance concerns. Microsoft did not immediately respond to a request for comment on the report, which cited people familiar with the matter.
New OPERA Cloud features aim to automate operations, improve pricing decisions and boost hotel efficiency.
CleanTech Vanadium Mining (CTV.V) on Tuesday launched a non-brokered private placement of share unit
INTU trades below peers after a sharp 3-month drop, but AI-driven growth and higher fiscal 2026 guidance fuel debate.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
