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Oracle's stock has dropped nearly 28% over the past year, yet one investor keeps hitting the buy button on every leg lower. The reason sits inside a structural bet on cloud infrastructure that most Wall Street reflexes completely overlook.
Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.
The company says it has a better grasp of how artificial intelligence is impacting its businesses.
Alphabet and Meta are taking two different paths in AI.
September has delivered an average decline of more than 1%.
A group of consumer technology companies including Spotify and Epic Games is urging UK competition watchdogs to accelerate curbs on commission that Apple and Google levy on third-party app developers. Sky News has seen a submission from the Coalition for App Fairness (CAF) to a Competition and Markets Authority (CMA) consultation on a Steering Conduct Requirement, arguing that app store fees should be barred until the regulator sets out its proposals for a new industry framework.
Berkshire Hathaway could be moving toward a more traditional insurance model.
Cathay's ultra-long-haul trial gives Alphabet a climate showcase, although commercial terms remain undisclosed.
Apple’s biggest iPhone change in years comes with a huge price
The satellite startup has now raised $195 million as it expands deeper into Earth observation, software and sovereign space systems.
Azure just crossed a revenue milestone that caught Wall Street off guard, and Microsoft's backlog tells a story the headline numbers barely hint at. Whether the stock can push toward $600 depends on one number that most investors are not watching closely enough.
Apple quietly broke its own product release playbook, and most investors scrolled right past the announcement without realizing what it signals for the decade ahead.
Google Cloud is growing at twice the rate of Azure while GOOG trades at half the valuation multiple, and the gap between perception and reality may be the biggest opportunity hiding in plain sight among mega-cap tech stocks.
Broadcom and Marvell both just reported blowout AI chip quarters, but the gap between them runs far deeper than raw revenue numbers. Picking the right one depends on what kind of risk you are actually willing to take.
Wall Street obsesses over the hyperscalers burning billions on AI infrastructure, but one mega-cap with 2.5 billion active devices keeps getting left out of the conversation, and that oversight may be exactly where the opportunity hides.
Apple's September event promises foldable hardware and next-generation chips, but the real question is whether a company battling a memory pricing crisis and China exposure can keep its decade-long streak of rewarding patient shareholders intact.
Oracle has shed nearly a fifth of its value while its cloud peers climbed, and one Wall Street firm just slapped a price target on it that implies the stock needs to do something it has never done before.
The startup, valued at $5 billion, wants to build superintelligence using the same methods that DeepMind used for breakthroughs in games-playing AI.
The world’s supply of computing power is unlikely ever to catch up with AI demand, according to the boss of Nvidia partner Iren, who called the...
Yahoo Finance Executive Editor Brian Sozzi chats with Novo Nordisk CEO Mike Doustdar about the true timeline for how GLP-1s will impact the food and airline industries, and what the future of weight loss and preventative health looks like over the next decade.
Money manager Bill Ackman recently added Netflix stock to his portfolio.