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Broadcom and Oracle have underperformed over the past year, but they could jump significantly given their impressive growth and bright prospects.
Oracle just reported the loudest cloud quarter in enterprise software history, yet the stock keeps sliding. Here is why that disconnect may be the most asymmetric setup in the market right now.
Recent news reports read across well for the technology company that's all-in on AI.
CoreWeave's $104.2B backlog and lower forward sales multiple support its growth case, but heavy funding needs and losses keep profitability in focus.
Adobe (ADBE) trades near $250, down about 28% over the past year while the S&P 500 gained about 16%. Over the past three months the stock has returned about 21%. The market pays 13.9 times trailing earnings for a company that just reported record quarterly revenue. A multiple that low prices Adobe as if meaningful growth is off the table. The scenario below tests that pricing, and its answer rests on whether Adobe's free users ever start paying.
Is the tech giant on track for a massive growth streak?
Oracle Stock Rises as Massive AI Backlog Offsets Fresh Layoff Concerns
Oracle is cutting thousands of jobs while pouring cash into the infrastructure needed to serve an enormous AI backlog.
The legendary investor's recent comments give cause for concern, but they may also encourage confidence among investors concerned about AI capital spending.
Oracle just delivered a blowout quarter and its shares cratered anyway, but a handful of Wall Street analysts are calling the selloff the opportunity of the year with a price target that would nearly triple your money.
TSMC is the ultimate pick-and-shovel AI stock that investors can buy to capitalize on the AI infrastructure boom.
Oracle just reported a blockbuster set of operating results, but the company still faces significant risks.
Hyperscalers issued $121 billion in bonds last year and are on pace for far more in 2026. Warsh says that's showing up in Treasury yields.
Hewlett Packard Enterprise (NYSE:HPE) expanded its global AI infrastructure partnership with Oracle, involving HPE Juniper Networking in Oracle AI data centers. The firm also agreed to a large-scale digital modernization project with Tottenham Hotspur Football Club, focused on stadium hybrid cloud and AI infrastructure. Both collaborations highlight new client deployments for HPE across AI data centers and digitally enabled sports venues. The Oracle data center expansion and Spurs stadium...
The planned charges equal 14.5% of quarterly revenue while Oracle continues burning cash on infrastructure.
Salesforce (CRM) stock has run hard since June 15, 2026, and the easy explanation is the August 26, 2026 earnings call plus Claudeforce, a product built jointly with Anthropic and announced minutes before that call. That explanation arrives late. Management had outlined the turnaround metrics and projected timeline well in advance of the market repricing.
Michigan's largest utility just signed hyperscale data center deals that could rewrite its earnings story, but a recent sell-off near 52-week lows is raising questions about whether the opportunity is real or already priced in.
Oracle stock in focus as the company reportedly begins a fresh wave of layoffs. Options market sentiment remains bullish for ORCL shares.
Amazon.com's (AMZN) Amazon Web Services said it could not restore access to cloud-computing infrastr
ORCL tops Q1 estimates as AI cloud demand accelerates, with revenues and backlog surging despite heavy infrastructure spending.
Microsoft (MSFT) is reported to be planning about 38 gigawatts of data center capacity by 2032, more than triple what it runs today. Its capital spending has already climbed sharply over the past twelve months, and management said in July that it expects fiscal 2027 spending to grow again. So what happens to the stock if the spending simply keeps climbing.
SK hynix (SKHY) is reportedly in talks with Intel (INTC) to use the latter's facilities to manufacture memory chips in the US for the first time, according to Reuters. Yahoo Finance's Jake Conley and Pras Subramanian are joined by RBC Capital Markets head of derivatives strategy Amy Wu Silverman to examine how the software industry is reacting to AI headlines, comparing it to the internet booms of the past.
Oracle stock and CoreWeave has been hit by concerns about an AI slowdown. OpenAI could soothe those worries.
What comes next for this cloud infrastructure company?
Hilary Maxson used her first companywide meeting to frame the cuts as a matter of prioritizing resources, not squeezing workers
Hewlett Packard is well positioned as AI infrastructure demand accelerates, potentially creating another leg of growth ahead.
New Age Alpha Chief Investment Officer Julian Koski and Bullseye American Ingenuity Fund Portfolio Manager Adam Johnson discuss why the underlying economy is much stronger than the headlines suggest.
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