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These cloud giants continue to report strong results.

The clean energy company is solving the AI power bottleneck immediately, removing grid reliance and doing so in an environmentally friendly way.

DTE Energy (NYSE:DTE) has signed a 1.4 GW power agreement to supply Oracle data centers, reinforcing its role in large scale digital infrastructure. The company has received approvals tied to a 1 GW Google project, supporting additional clean power needs in Michigan. DTE Energy has issued a request for proposals for 1 GW of new renewable capacity as part of its long term clean energy plan. A new partnership with Delta Electronics focuses on a microgrid project that aims to improve...

(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not

Oracle’s debt-heavy AI expansion shows how private credit has become both the fuel for the AI boom and one of its biggest hidden risks.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

Nvidia is offering a peek behind the curtain of its data-center business. The new disclosure is meant to assuage investor worries about future growth.

Oracle and Samsung Electronics have expanded their partnership to standardize semiconductor software development on Oracle Java SE Universal Subscription. Samsung plans to use Oracle Java globally across its semiconductor operations to unify application development and address security and compliance needs. The agreement deepens Oracle's role in supporting software for sensitive, high value semiconductor engineering. For investors watching NYSE:ORCL, this new agreement with a leading global...

SoftBank shares surged over 30% in two days as OpenAI edges closer to a historic IPO. Here's what investors need to know before buying the stock.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.73%. June E-mini S&P futures (ESM26 ) are up +0.47%, and June E-mini Nasdaq futures...

IBM (NYSE: IBM) surged 12.4% to close at $252.97 on May 21, 2026, after the Commerce Department announced $2.0 billion in quantum computing grants to nine companies. The headline? IBM secures $1 billion in government funding for a new quantum chip foundry called Anderon, with IBM matching the investment dollar-for-dollar. The stock's reaction was swift and decisive.

ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.50%, and June E-mini Nasdaq futures...

CRM's Q1 performance is likely to have witnessed the benefits of continued digital transformation and the increasing adoption of generative AI-enabled solutions.

Wall Street firms raised price targets after strong cloud growth and expanding AI demand.

Shares in Ceres Power Holdings PLC (LSE:CWR, OTC:CPWHF), the clean energy technology group, jumped 17% to 779.3p on Friday after UBS raised its price target to 970p from 570p, citing a dramatic increase in expected royalty income from manufacturing partners. The investment bank, which...

3M (NYSE:MMM) has joined a multi source agreement with major technology companies to standardize expanded beam optical connectivity for AI infrastructure. The alliance includes firms such as AMD, Cisco, Meta, and Oracle, and targets open, interoperable specifications for hyperscale data centers. The agreement focuses on accelerating deployment of next generation optical interconnects that support robust, scalable AI systems. For investors watching NYSE:MMM, this move comes with the stock...

From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on the returns lately as the industry has pulled back by 7.3% over the past six months. This performance is a stark contrast from the S&P 500’s 13.2% gain.

The AI infrastructure designer signed another multibillion-dollar deal.

ORCL's NetSuite gains traction in mid-market cloud ERP, with $1.1B revenues, up 14%, as AI features and the cloud shift drive momentum into 2026.

Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data center spending. The Contradiction The market loves it. Local zoning boards do not. In Loudoun County, Tucson, central Ohio, and across rural Wyoming, ... $1 Trillion in Spending Has Been Defeated by an Almond

The layoffs will represent about 17% of its personnel.

Our DTE Energy (NYSE:DTE) call is constructive heading into the back half of 2026. The Detroit-based utility is in the middle of a generational capital cycle, with hyperscale data center demand reshaping the long-term earnings trajectory. The 24/7 Wall St. price target for DTE Energy is $157.53, implying 11.44% upside from $141.35. We rate shares ... Price Prediction: Can DTE Energy Hit $200 Before 2027?

AMD (NASDAQ: AMD) has a 24/7 Wall St. price target of $600 over the next 12 months, with the stock currently trading at $447.58. That implies roughly roughly 34% upside, and we are rating the shares buy with high confidence. AMD now combines a hyperscaler-anchored AI roadmap, an inflecting CPU franchise, and guidance that just ... Will AMD Stock Reach $600 This Year? The Answer May Not Surprise You

JNJ, ORCL and NFLX headline top Zacks research reports as cloud growth, drug launches and ad expansion drive focus.

Among the long list of investments President Trump listed in a filing is Kura Sushi. The president invested $1 million-$5 million in the sushi chain.

ORCL jumps 32%% in 3 months as AI-driven cloud growth surges, but massive capital spending and falling earnings estimates raise fresh investor concerns.

Shares of International Business Machines (NYSE:IBM) are up 8% in mid-morning trading Thursday, while three legacy enterprise tech peers don’t have the same rocket fuel today. Oracle (NYSE:ORCL), Cisco Systems (NASDAQ:CSCO), and Hewlett Packard Enterprise (NYSE:HPE) are providing mixed results and falling behind IBM stock. The setup is striking because IBM stock has been the ... IBM Rallies 8% While Oracle, Cisco, HPE Drift: Is the Laggard Finally Bouncing?

NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.

The software giant raised its fiscal 2027 revenue target despite heavy infrastructure spending.