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The president’s investment accounts had a surge in activity, with more than 3,700 trades in the first quarter.

A number of stocks jumped in the afternoon session after a robust earnings report and upgraded annual revenue forecast from networking giant Cisco Systems, fueled optimism in the software sector.

Oracle (ORCL) concluded the recent trading session at $186.61, signifying a -3.29% move from its prior day's close.

While the U.S. market is saturated with data centers, Nebius is leveraging Europe's strict regulations and energy grid limits to build a monopolistic AI infrastructure.

Oracle and IBM offer up to 34% upside as hyperscalers expand AI and quantum infrastructure amid a volatile macro backdrop.

HSG's continuation fund valued ByteDance at about $370 billion while drawing Asian and Middle Eastern investors.

The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.

Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.

MSFT rides on surging enterprise AI demand, with Azure growth and Copilot adoption accelerating despite rising capex and margin pressure.

A steady growth profile and a cheaper valuation make CRM a better investment bet than ORCL right now.

MU, UNH and AAMI led standout gains as Zacks highlighted top-performing portfolios amid volatile markets and inflation worries.

Oracle (NYSE:ORCL) expanded AI-focused defense partnerships with the U.S. Department of Defense, including support for secure, classified AI workloads. The company secured a multi year contract with the U.S. Air Force valued at $88 million for cloud modernization through 2028. These agreements cover agentic AI systems for military decision support and classified cloud infrastructure across U.S. national security operations. Oracle enters this phase of defense work with NYSE:ORCL trading at...

Polymarket, the world’s largest decentralized prediction market, is facing a wave of contested bet resolutions has exposed structural vulnerabilities in its UMA Oracle-based arbitration system. It has triggered user losses, governance failures, and renewed regulatory scrutiny from the CFTC. #UMAOracle #UMADisputePolymarket Flipped a market by disavowing the words in their ...

AI companies are boosting the U.S. economy, but it doesn’t tell the full story about inflation, wages, and the labor market.

Oracle Corporation (NYSE:ORCL) is among the stocks with the best earnings growth for the next 10 years. On May 12, Brian Schwartz from Oppenheimer lifted the price target on Oracle Corporation (NYSE:ORCL) to $235 from $210 and reiterated an Outperform rating. While highlighting positive developments during the current quarter, which will strengthen its superior EPS […]

In early 2026, Bloom Energy reported a very strong first quarter with revenue more than doubling year over year, raised its 2026 revenue outlook to US$3.40–US$3.80 billion, and expanded its Oracle agreement to supply up to 2.8 gigawatts of fuel cell capacity for AI data centers, while also awarding Federal Pacific a record switchgear contract for a large AI data center project. These developments highlight how Bloom’s solid oxide fuel cells are becoming deeply embedded in the power...

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after the latest Consumer Price Index (CPI) report came in hotter than expected, signaling that inflation remained stubbornly high.

Explosive Options chief options analyst Bob Lang joins Yahoo Finance to discuss the options market for Oracle (ORCL), Costco (COST), and Alphabet (GOOG, GOOGL).

Founders, 100 ETF Founder Michael Monaghan joins Market Domination Overtime to discuss ways to play the tech-led market.

Oracle’s legacy became its biggest AI advantage.

Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, ‌according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and ‌other asset managers with the U.S. Securities and Exchange Commission. These quarterly 13-F filings, which provide insight into how some major investors reacted to emerging opportunities ​and new sources of risk or anxiety during the three-month period, show that more than 4,000 of them added to their existing holdings or initiated new positions in a group of nine companies that are big players in the AI infrastructure arena, including Oracle, Arista Networks and Vertiv.

Oracle is gaining traction in defense AI as the Pentagon moves more advanced tools into secure networks.

Oracle's stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking ...

Our 24/7 Wall St. price target for Oracle (NYSE:ORCL) is $245.34 over the next 12 months, implying 25.42% upside from $195.61. The recommendation is buy, with a 90% confidence level driven by a record contracted backlog and accelerating cloud infrastructure economics. This is one of the highest-conviction setups in mega-cap software right now. 24/7 Wall ... Oracle Price Prediction: Why $245 Is Just the Beginning

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

Investors in Twitter, the social media platform now known as X, could own a stake in SpaceX worth ro

Microsoft (MSFT) stock currently trades near $410 per share, with a market capitalization of $3.0 trillion and a trailing price-to-earnings (P/E) multiple of roughly 24.3. This valuation is notably conservative compared to its three-year average multiple of 33 and its historical decade peak of 48 achieved in late 2017. While the current market price reflects a discount to historical norms, the path to a $600 share price is driven by fundamental earnings growth rather than a speculative return to

Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi

With an upside potential of 27.1%, Oracle Corporation (NYSE:ORCL) earns its place on our list of the best agentic AI stocks to buy right now. Oracle Corporation (NYSE:ORCL) is solidifying its position as a major enabler of agentic AI in national security, with momentum growing across defense contracts and key deployments. On May 1, 2026, […]