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Oracle is cutting costs even as its AI infrastructure ambitions push spending to record levels.

Evercore ISI lowered its rating on HPE stock to ‘In-Line’ from ‘Outperform.’

In recent days, Oracle reported strong fiscal first-quarter 2027 results, raised its full-year revenue outlook to at least US$90 billion, expanded its AI health and cloud partnerships, affirmed dividends on common and preferred stock, and simultaneously moved to cut more jobs while taking on additional debt to fund AI data center buildouts. Adding to the mixed signals, Executive Chair Larry Ellison abruptly canceled a previously disclosed plan to sell up to 50 million Oracle shares worth...

Anthropic CEO Dario Amodei called for a slowdown of the development of AI capabilities.

AI spending is now large enough to distort the bond market around it. Reuters reported on September 10 that Alphabet, Amazon, Meta, Microsoft and Oracle issued roughly $220 billion of bonds over the prior year as they funded data-center expansion. Similar credits are no longer always trading at similar spreads as repeated giant deals flood […]

AI stocks plummeted today, following Anthropic CEO Dario Amodei's calling to “pace the frontier." We unpack what that actually means vis-a-vis an AI slowdown, plus why Oracle Executive Director Larry…

On September 10, 2026, Oracle Corporation (NYSE:ORCL) reported first-quarter fiscal 2027 results that beat Wall Street estimates on both revenue and earnings. Revenue rose 30% to $19.3 billion, above the $19.14 billion analysts expected, and non-GAAP earnings per share came in at $1.92 versus a $1.74 estimate. Cloud revenue jumped 62% to $11.6 billion, with […]

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.

NVIDIA's stronger AI growth, higher ROE and lower leverage give it an edge over Oracle as both benefit from booming AI demand.

A new round of layoffs is adding to questions about how Oracle is funding its AI expansion.

The stock has lost half its value in the past 12 months, but it's coming off an incredibly strong quarter.

The canceled trading plan removes potential supply, but it is neither a corporate buyback nor a new investment.

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Oracle stock slumped after Chairman Larry Ellison canceled plans to sell billions worth of his stake.

Alphabet, Meta Platforms and other AI labs would benefit from a development slowdown: they could possibly catch up to OpenAI and Anthropic.

Welcome to "GO in the Know," our daily rundown of some of the top financial stories out there.

All three major US stock indexes were down in late-morning trading Monday, as major artificial intel

Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell around 4% on Monday after the company said over the weekend that co-founder Larry Ellison cancelled his plan to sell $7.5 billion of company stock. Oracle had previously disclosed in a regulatory filing that Ellison planned to sell 50 million...

Rate hike fears, AI oversight talk, and an about-face move by Larry Ellison helped send Oracle lower.

Investors are fleeing top AI names after fears the technology is advancing too quickly, which lifted a group of software and media stocks.

On this episode of Stock Movers: - Baldwin (BWIN) shares are moving as Michael Dell's family office and Sequence Holdings teamed up to acquire Baldwin Insurance Group Inc. in an all-cash deal valued at $7.7 billion. - SpaceX (SPCX) shares are moving after the Chief Executive Elon Musk said Sunday on social media platform X that he is "highly confident" the company will launch Nvidia's (NVDA) Vera Rubin NLV72 artificial intelligence computers in space next year. - Oracle (ORCL) shares are lower as Chairman Larry Ellison canceled his plan to sell as many as 50 million shares in the tech company, a holding worth $7.5 billion.

According to a Business Insider report, the latest job cuts are expected to begin on Monday.

nVent highlighted as Zacks Bull and DICK's Sporting Bear of the Day

Adobe (ADBE) says its freemium creative apps now draw more than 100 million monthly active users, a base up over 70% in a year. Management chose to chase that growth rather than take the "short term relief" that pricing actions might have delivered. Over the same stretch, the shares lost 28% in the year to September 11. At 14 times net income for the four quarters through May, the stock sells for less than half its three-year average multiple of 30.8.

The Federal Reserve will announce its policy decision on Sept. 16, with expectations of a rate hike amid elevated inflation and CPI prices. Kevin Gordon, Head of Macro Research and Strategy at the Schwab Center for Financial Research, and Yahoo Finance Senior Business Reporter Ines Ferré join Yahoo Finance Executive Editor Brian Sozzi to discuss the potential consequences of a rate hike.

Larry Ellison just canceled a plan to sell billions in Oracle stock, but the market is punishing shares anyway as a surprise cost disclosure threatens to overpower what should have been a bullish insider signal.

Larry Ellison registered a plan to sell billions in Oracle stock, then pulled it one day after regulators made it public. The timing raises questions Oracle has chosen not to answer.

Oracle Corp (NYSE:ORCL) has begun another round of job cuts, Business Insider reported on Monday, citing three affected employees and an email obtained by the publication. The layoffs began on Monday, in line with expectations from a source familiar with the matter, according to the report.

Hewlett Packard Enterprise (NYSE:HPE) stock is down 9% to $56.47 in early trading Monday after a Wall Street downgrade landed on top of a triple-digit run for the artificial intelligence (AI) server maker. The move places Hewlett Packard Enterprise stock at the front of a sector-wide unwind in AI hardware, and it’s coming from the […]