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MGM Resorts International (MGM) stock is sinking in Tuesday's pre-market trading after billionaire Barry Diller dropped his buyout offer, while still maintaining his 27% stake in the company. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley react to this headline.

Here's a check of the markets in the first few minutes of trading.

Oracle currently trades at $149.10 per share and has shown little upside over the past six months, posting a small loss of 3.4%. The stock also fell short of the S&P 500’s 18% gain during that period.

Oracle’s latest layoffs are scheduled for November.

Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the index over the same stretch. So this was not the cloud trade lifting everything at once. One number inside Snowflake moved, and management has already said what it costs to keep it moving.

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian break down the day's biggest headlines, including the AI trade sending the Nasdaq (^IXIC) higher, Meta's (META) Muse AI sparking fresh AI-disruption fears, and McDonald's (MCD) dipping 5% as the fast-food giant plans to invest $8.5 billion in restaurant upgrades and franchisee support through 2036.

The Federal Reserve’s latest rate hike to a 3.75% to 4% range puts real pressure on slower, heavily indebted businesses and shines a brighter light on faster growing firms where insiders have meaningful skin in the game. That mix of growth and ownership can be powerful when borrowing costs rise and capital feels more selective. This article walks through three such stocks from our high growth, high insider alignment pool. The three stocks that follow are only a sample from this theme, while...

Prediction market Trueo is migrating from Base to Ethereum mainnet, earning praise from Vitalik Buterin.

Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, multiple expansion appears largely contingent upon Adobe's ability to monetize its rapidly expanding freemium base before core top-line growth decelerates.

Microsoft (MSFT) stock is up about 30% in three months, including a 19% jump in the two trading days after its July report. That makes buying now feel late. Yet the stock is slightly lower than a year ago, while the S&P 500 (SPY) gained about 17%. With the stock trading near $500 a share, Wall Street consensus is already banking on Microsoft beating its own forecast again.

Oracle Corporation (NYSE:ORCL) reported on September 10 that its revenue rose 30% in the fiscal first quarter, driven by a 121% jump in cloud infrastructure revenue. Cloud infrastructure is the business that rents computing power to AI companies. The company also said its remaining performance obligations, which are the value of contracts it has signed […]

Barron's sees stabilization; Ellison's canceled sale removes insider supply without adding corporate cash.

One company is growing at a pace that is almost impossible to find in semiconductors. The other has reinvented itself as a contracted AI infrastructure play with billions in guaranteed revenue.

MSFT's cloud and AI momentum, broad enterprise adoption and durable growth outlook give investors reasons to hold despite its 31.2% surge.

The company’s recent results paint a picture of a business positioning itself to generate cash for shareholders.

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.

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.

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...

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.

ORCL tops Q1 estimates as AI cloud demand accelerates, with revenues and backlog surging despite heavy infrastructure spending.

AI spending faces fresh scrutiny, but NVIDIA and Hewlett Packard are positioned at the AI-quantum computing convergence.

Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.

According to a Reuters report on Tuesday, Waystar has hired investment bank Evercore to explore strategic options, including a potential sale.

ORCL vs. MSFT: Which Stock Is the Better Value Option?

According to the average brokerage recommendation (ABR), one should invest in Oracle (ORCL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Oracle stock is down more than 50% from its high. Is this a buying opportunity?

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