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Oracle just posted 121% cloud growth and a $664 billion backlog, yet the stock sits near a yearly low. Something in the market's math does not add up, and the answer determines whether this is a generational buy or a value trap.
The Inter-American Development Bank Group recently organized a significant meeting with heads of state and tech leaders from across Latin America and the Caribbean to push forward a collective agenda on the adoption of artificial intelligence (AI) technology in the region. This gathering, coinciding with the United Nations General Assembly, highlighted the potential economic benefits of AI, estimating a regional GDP increase of 5.1% over a decade with broad AI adoption. The discussions...
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
WASHINGTON, Sept 21 (Reuters) - CNN, MS NOW and Politico sued President Donald Trump and other members of his administration on Monday for banning them from White House grounds, saying the action violated their rights to free speech and a free press under the US Constitution's First Amendment. The news outlets are seeking a temporary restraining order to block Trump's action in federal court in Washington, D.
Extraordinary AI demand is arriving alongside equity issuance and negative free cash flow.
Bloom Energy (BE) stock gained 228% over the past year, against 16.7% for the S&P 500. The record second quarter it reported in July came late in that run. Over those twelve months Bloom took a business built on power for hospitals and factories and made it a supplier the major U.S. hyperscalers now approve. Today's price assumes that keeps paying.
The DoubleLine Capital founder and CEO Jeffrey Gundlach, also known as the Bond King, said he wants to be “out of the epicenter” of the AI race, citing widening credit spreads and extreme valuations. Escalating AI Credit Cracks Speaking on...
As AI data centers are increasingly linked to the rise in electricity and utility bills, it raises the question of who is really paying for these data center buildouts: AI companies or the local US residents? Today's Market Hang panel consists of host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, Laffer Tengler Investments CEO Nancy Tengler, Epistrophy Capital Research chief market strategist Cory Johnson, and Slatestone Wealth partner Kenny Polcari.
Oracle's latest quarterly report shows it is on track to become the next big winner in the AI infrastructure boom.
Paramount is poised to close its $111bn (£83bn) takeover of Warner Bros after settling a legal challenge to block the deal.
Paramount has reached a settlement with a group of US states that clears the way for its takeover of Warner Bros.Paramount, which is run by David Ellison, whose ultra-wealthy family has ties to US President Donald Trump, won a bidding war in February for control of a stable of assets, including Warner Bros.
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.
CoreWeave (CRWV) sells AI computing on NVIDIA GPUs through its own cloud, and demand for its capacity outruns supply. Revenue reached $2.6 billion in the second quarter of 2026, up 112% from a year earlier. The risk is in how that growth gets paid for.
Jim Cramer posted something about Oracle that tells investors more about the state of the AI trade.
Oracle's co-CEOs oversaw one of the fastest contract buildouts in enterprise software history, yet the stock cratered anyway. The question investors are wrestling with now cuts to the heart of the AI buildout era.
Microsoft (MSFT)-backed OpenAI is seeking a valuation above $1.2 trillion in new funding discussions
AI suddenly looks less like a clever chatbot and more like a new kind of research assistant, with large language models now tackling hard maths and complex code. That shift could reshape where capital flows next. Investors who ignore it risk watching value being created elsewhere. This article examines three stocks connected to this AI research surge and explains how the recent breakthroughs might influence their risk and reward profile. The stocks covered below are only a small sample, and...
Oracle’s chief reveals what the AI productivity boom is missing
After closing his short position against CoreWeave, the question is whether Burry is still bearish on Nebius, or just waiting for a better exit point.
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 […]
Oracle's AI spending spree needs power and cooling to match. Two industrial stocks are already cashing in on that demand.
Investing.com -- Concerns about artificial intelligence are shifting from hypothetical extinction scenarios toward evidence that increasingly capable models can already be used for weapons development and cyber operations, according to Yardeni Research.
The risk of a sudden reversal in AI growth looms large over Oracle stock.
IBM has raised its dividend for three decades straight, but the latest increase fits on a penny. Before counting on that income to keep pace with rising costs, retirees should understand what the streak actually delivers.
Hewlett Packard Enterprise has turned into a headline stock after a rapid multi‑year run, which naturally puts the focus on whether the current share price lines up with the cash it can generate over time. With fresh enthusiasm around its role in enterprise infrastructure and AI spending, the question now is whether those expectations are fully backed by the company’s underlying cash flows. Over the past 5 years, Hewlett Packard Enterprise has returned about 418.9%, which makes the gap...
Oracle Corporation (NYSE:ORCL) is quite important when it comes to the AI buildout. The shares are down by more than 20% year-to-date. Cramer mentioned Oracle Corporation (NYSE:ORCL) in a tweet made close to midday on the 17th. The shares closed 5% higher that day: “Strength in Oracle is a very positive sign…” What Cramer meant […]
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 3.4% in the afternoon session after Business Insider reported that co-CEO Clay Magouyrk stated during an internal town hall that the company previously struggled to make generative artificial intelligence useful for its own staff despite spending billions building out AI infrastructure for others.
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