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ORCL stock also has an attractive valuation and plenty of Wall Street support.

CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the single metric that pushed them to a buy.

Big Tech is shoveling billions of dollars into the AI buildout, leaving investors spooked and analysts behind. Can they catch up?

Oracle (NYSE:ORCL) has launched a major public relations campaign to defend its massive Project Jupiter AI data center amid growing local opposition. Community groups and policymakers in several large US states are pushing moratoriums and stricter permitting rules on new data centers that support AI workloads. The pushback raises questions about timing, cost, and scale for Oracle's AI infrastructure buildout and similar projects across the tech sector. Oracle's response follows wider...

TikTok has reached a $400 million settlement with the U.S. Department of Justice, ending a 2024 lawsuit alleging the company violated federal children's privacy laws. The DOJ said Friday that TikTok will pay $300 million immediately and another $100 million after an order vacates an earlier consent decree against its predecessor company, Musical.ly. “This settlement is a major victory for American children and parents,” said U.S. Associate Attorney General Stanley E. Woodward Jr. in a statement.

Rillet CEO Nicolas Kopp shared growth numbers at a board meeting and set off a fundraising frenzy from Iconiq, Sequoia and others. Without even trying.

Here is a way to collect an attractive income on INTU now, which you keep whatever the stock does, in exchange for agreeing to sell your shares if the stock climbs above a higher price.

NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 […]

Mizuho says the expansion could help accelerate SaaS growth.

Consensus earnings do the work on the multiple, and none of that work is a fact yet.

The investor who called 2008 before anyone else is now naming specific AI infrastructure companies and the hidden financial mechanisms he says are quietly building the next crisis. His latest warning may be easy to dismiss, but his receipts are hard to ignore.

Adobe stock trades well below the market on earnings, and the subscription book that has to produce the next set of them is one the company has chosen to grow more slowly.

AI's power problem is becoming a growth engine for Cummins.

WDAY's AI Research team is advancing enterprise AI with gains in memory, speed and accuracy while tackling privacy, explainability and governance.

The chip maker has been building a stake in the data center ecosystem, recently taking equity in SoftBank's SB Energy and investing $2 billion in Lancium

Cloudera has launched Cloudera Anywhere Cloud™, a hybrid data and AI platform designed to provide cloud-native agility with robust enterprise control, enabling organizations to activate AI while ensuring comprehensive governance, sovereignty, and interoperability. This new platform supports the efficient deployment, governance, and scaling of AI and data services across multi-cloud and on-premises environments via a single control plane, thereby addressing challenges like fragmented...

SAP's Business Data Cloud is becoming a key AI pillar as strong deal adoption, cloud growth and data integration support its push toward the autonomous enterprise.

Oracle trades nearly $100 below Wall Street's consensus target, yet the forces that crushed the stock over the past year have not touched its hyperscaler peers. Whether that gap is a value opportunity or a value trap hinges on a few high-stakes catalysts coming due this fall.

On August 13, Oracle Corporation (NYSE:ORCL) and Amazon.com, Inc. (NASDAQ:AMZN)’s Web Services announced a major expansion of their strategic collaboration. The marquee news was the general availability of Oracle Exadata Database Service on Exascale Infrastructure via Oracle AI Database@AWS. The joint offering brings Exadata-grade performance and pay-per-use economics to enterprise workloads across 22 AWS regions […]

Burry thinks Nvidia’s moat may face a tougher test

Moderna was the best performing stock in the S&P 500 yesterday. Moderna stock had fallen over 22% on Thursday in its worst single-day decline on record, according to Dow Jones Market Data. The stock more than doubled in the trading session prior.

CoreWeave expects the contracts it signed in the June quarter to carry higher contribution margins than the ones before them, and the price increase it took in July is not in those numbers yet.

The option chain puts a floor beneath anything the stock has traded over the past year and a ceiling far above its high, and it is charging an ordinary premium to do it.

SNOW's AI-driven products fuel 34% product revenue growth, while new model-routing capabilities strengthen its enterprise AI push.

Salesforce shares are down more than 20% this year, yet the valuation, the AI numbers, and the prediction markets are all pointing toward the same date on the calendar.

As U.S. companies raise billions of dollars to fund their AI dreams, they’re primarily tapping debt markets. Nearly 70% of the $456 billion cash raised for AI from the public market in 2026 has come from the investment-grade debt market, according to Bank of America Global Research. At $309 billion, that amount is more than double the $136 billion in AI-related investment-grade debt issued in all of 2025.

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

On Aug. 19, 2026, the AI cloud provider announced a massive debt-to-equity conversion plan, triggering dilution concerns and heavy selling pressure.

The revenue guidance came down after the second-quarter miss; the operating pretax margin and free-cash-flow commitments did not.

Bloom is cutting its installation time by 40%, and it could be a boon for the stock.