Notícias

If you hold shares in the tax software giant, the market is pricing a future that could look radically different a year from now, and you already own that risk.

Nebius is hemorrhaging 9% while Snowflake climbs and Cloudflare barely flinches, and the divergence reveals something important about which AI cloud bets investors are actually willing to hold when volatility spikes.

Uber just cut a chunk of its customer service workforce in the name of AI efficiency, and it is far from alone. The real question is whether these scattered layoffs signal the early edge of a wave that could reshape employment across entire industries.

NOW Corporation (PSE:NOW) is back on investor radars after Oracle secured a multiyear US Department of War software deal. Traders see this development as positive for several software and cloud peers, including ServiceNow and related workflow platforms. See our latest analysis for NOW. At a share price of ₱0.51, NOW Corporation has seen its short term momentum soften, with the 30 day share price return down 15%. However, the 1 year total shareholder return of 34.21% signals that earlier...

Beyond the initial plunge, the true risk of a market shock is the long and uncertain wait for a recovery.

The 10-year agreement covers software, cloud services and support across defense and intelligence agencies.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Oracle Powers Higher After Landing Potential $7 Billion Federal Contract

Oracle stock climbed in early trading Friday after the enterprise technology company won a software deal with the Pentagon that could be worth $7 billion over the next decade. Oracle has been a Pentagon contractor since the early 1990s, the company noted in its news release. Oracle stock was up more than 2% to 122.70 in recent trades on the stock market today.

Stock Market Today: The Dow Jones index rose Friday as oil prices pulled back after big gains in recent sessions. Intel stock jumped.

Alphabet is reminding investors of an early warning of past tech-stock wrecks — negative free cash flow. The risk in the S&P 500 is growing.

The benchmark US stock measures were trending higher before the open Friday as investors assess Wash

The 10-year deal consolidates on-premises Oracle software licenses across the military, intelligence community, and Coast Guard into a single contract

The 10-year agreement will consolidate military departments’ existing partnerships with Oracle into one bulk enterprise software deal.

Oracle (NYSE:ORCL) has secured a nearly $7b Pentagon enterprise software contract. The agreement can run for up to 10 years and covers software and cloud technology procurement across the U.S. Department of Defense. The deal is intended to centralize and streamline access to Oracle platforms for highly sensitive national security workloads. Oracle enters this contract with the Pentagon at a time when its share price sits at $120.04. The stock is down 3.4% over the past week and has fallen...

Oracle (ORCL) shares rose early Friday after the cloud computing company secured a 10-year enterpris

According to a Financial Times report, investors want yields above 7%, roughly 0.4 percentage points higher than Meta paid during its previous record $27 billion financing.

Intel shares rise after the chip maker’s earnings beat analysts’ expectations, but other AI stocks aren’t getting much of a boost.

Oracle just scored a blockbuster Pentagon contract while its stock sits near a decade low and Larry Ellison has watched more than $200 billion evaporate from his net worth. Whether this deal signals a genuine turning point or just buys time depends on numbers most investors have not yet seen.

↗️ Intel (INTC): Shares climbed premarket after the chipmaker reported quarterly revenue well above analyst estimates after hours yesterday. ↗️ SAP SE (SAP): Shares in the German software company rose after it reported higher quarterly revenue from its cloud business.

The move came as a relief for the stock which has fallen sharply over the last two months.

Stocktwits data showed retail sentiment is weak, with a shift toward ‘extremely bearish’ on SPY and QQQ.

SpaceX, Oracle, and QuantumScape stocks fell to 52-week lows amid a broader market selloff in tech names, compounded by company-specific concerns.

Concerns about artificial-intelligence spending shaved roughly $890 billion in market value from the Magnificent Seven on Thursday.

Stocktwits retail traders said the contract could be the first of many government AI wins, with some also turning bullish on Palantir and enterprise software peers.

Investing.com -- Shares of Oracle Corporation (NYSE:ORCL) advanced 2.3% in extended trading Thursday after the database and cloud software giant secured a major defense contract valued at up to $6.99 billion from the U.S. Department of War. The single-award, indefinite-delivery/indefinite-quantity agreement under the Department of War Enterprise Software Initiative establishes a streamlined, ten-year procurement framework for Oracle’s suite of enterprise products and cloud services. The contract

Oracle (ORCL) reached $120.04 at the closing of the latest trading day, reflecting a -4.61% change compared to its last close.

On July 21, Mizuho told clients that Oracle (ORCL) stock could more than double from here. The bank reiterated its Outperform rating and kept its $320 price target, a call that implies about a 164% rise from Monday's close. That number stands out because Oracle has been one of 2026's most punished ...

The Defense Department signed an up to 10-year, near $7 billion contract with Oracle intended to streamline fragmented licensing and intra-agency efficiency. The Austin-based cloud computing and software company separately maintained different contracts across the agency.

WASHINGTON, July 23 () - The Pentagon announced on Thursday a nearly $7 billion, up-to-10-year agreement with Oracle ‌to consolidate the department's on-premises software licenses ‌into a single contract, the latest move by the Pentagon's technology ​chief to cut costs by eliminating fragmented purchasing. The Enterprise Software Agreement, negotiated by the Department of the Navy, is between the Pentagon and Oracle for its on-premises ‌compute usage.