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International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.
Michael Burry just closed his most prominent AI short, the kind of move that typically sparks a relief rally, yet CoreWeave kept falling. What that silence signals about the real debate gripping the cloud trade right now is worth understanding before Oracle reports tonight.
Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.
Call options on Oracle are trading richer than puts ahead of earnings, a pattern that almost never happens without a reason. Whether that reason reflects genuine conviction or a quirk of derivatives flow changes everything about how to read it.
Oracle is set to report earnings and Wall Street expects its cloud infrastructure sales to grow by 112% to $7.1 billion in the first quarter.
Oracle Corp (NYSE:ORCL, XETRA:ORC) reports fiscal first-quarter 2027 results Thursday afternoon, with Wall Street split between concerns over ballooning capital expenditures and optimism that data center capacity additions could reaccelerate revenue growth. Bank of America is modeling...
Microsoft's Dynamics 365 Activate targets Salesforce migrations as AI agents expand, but slowing growth and softer bookings cloud the stock's rally.
Salesforce spent most of 2026 getting crushed by fears that AI would kill its business model, and then one earnings report flipped the entire narrative. Here is what the numbers actually reveal about whether this recovery has legs or is running on borrowed time.
Yahoo Finance's Julie Hyman welcomes Kevin Mahn, Hennion & Walsh CIOKeith Lerner, Truist CIO & chief market strategist, on Opening Bid to break down where the tech trade stands and what investors should watch next.
JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to reshape who actually sets long-term interest rates in America.
The consensus price target hints at a 53.9% upside potential for Oracle (ORCL). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Investors are looking to key inflation reports ahead of next week’s Fed meeting.
AMD's Data Center business is exploding and anchor commitments from the biggest names in AI are piling up, but three specific conditions have to fall into place before $800 becomes anything more than a number on a chart.
Azure is crossing milestones, Copilot seats are multiplying, and 55 analysts refuse to budge from their bullish ratings, yet Microsoft shares have gone nowhere for a year while the broader market climbed 17%. One analyst sees a path to gains most investors would not dare put in a model.
Oracle Stock Has Fallen 17%: Its $638 Billion AI Backlog Changes the Story
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
US equity futures were mixed pre-bell Thursday as traders awaited the first of two key inflation rep
Investing.com -- Oracle is set to report fiscal first-quarter 2027 earnings after the market close on Thursday, in a print that will show whether the AI spending boom can outrun the company’s own soaring costs. The cloud computing giant’s backlog has swelled to $638 billion, up 363% from a year ago, while free cash flow has now been negative for five straight quarters.
Asking for a Trend Host Josh Lipton takes a closer look at the top stories for investors to watch on Thursday, Sept. 10, including earnings reports from Oracle (ORCL), Adobe (ADBE), and Macy's (M), in addition to data from the producer price index.
Ahead of the bell Wall Street looks set for a mixed open on Thursday, with Dow and S&P 500 futures nudging 0.1% higher while Nasdaq contracts slipped 0.1%. The main event comes after the close, when Oracle reports earnings in what should be a reality check on AI spending and...
FEATURE Stock futures were edging higher on Thursday, even as oil carried on rising having topped $100 a barrel for the first time since July the previous session. Taiwan Semiconductor Manufacturing Co.
U. S. stock futures moved higher on Thursday as investors monitored developments in the U.
↗️ Apple (AAPL): Shares rose 1% ahead of the opening bell, a day after the technology giant debuted its first-ever foldable iPhone at a product event that also featured Apple’s new CEO, John Ternus. 🔎 Oracle (ORCL): The database and cloud-computing company is set to report earnings after markets close today, an update that could provide insight into its push to become a major infrastructure provider for OpenAI.
Options markets imply an 11%, or nearly $18, post-earnings swing in Oracle shares, with calls trading “a lot richer than puts.”
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