Notícias

S&P Global Ratings announced Thursday that it was downgrading the credit ratings of the software and AI cloud computing giant from BBB to BBB-, one notch above speculative grade, or junk-bond, ratings. Oracle’s “growing AI infrastructure business is diluting its strong business risk profile,” S&P analysts wrote. The extra yield, or spread, that investors are demanding to hold Oracle’s 5.7% bonds due in 2036 was recently 1.84 percentage points, according to MarketAxess, up from 1.75 percentage points Wednesday.

Bank of America (BAC) predicts that the US could face a major electricity shortage between 2026 and 2030. Yahoo Finance Breaking Business News Reporter Jake Conley breaks down the details.

Investing.com — Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a

Palantir Slides Despite AI Momentum as Risk-Off Mood Grips Markets

Oracle stock got a boost as OpenAI touted the performance of its GPT 5.6 Sol model. ChatGPT is a key partner to Oracle.

Space Exploration Technologies Corp. (NASDAQ:SPCX) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer mentioned the company during the episode and said: SpaceX is now in the same business as well, and it’s allowing them to totally change the economics of their XAI business. Normal neocloud […]

Oracle Corporation (NYSE:ORCL) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. Cramer highlighted the future valuation of the company according to some analysts, as he said: The business is now getting crowded, which is why tonight I want to explain the differences between the major neocloud […]

Oracle Corporation (NYSE:ORCL) is one of the 10 Best Major Stocks to Buy According to Analysts. Oracle Corporation (NYSE:ORCL) serves multiple industries, and one example of this was seen on June 24 when it teamed up with Theator. This collaboration will allow the company to provide AI-powered surgical intelligence solutions to Oracle Health customers. The […]

(Bloomberg) -- Starbucks Corp. is developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft Corp. and International Business Machines Corp.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Se

SpaceX’s $25 billion bond deal in late June has proven to be a dud amid apparent investor concern that the company will rely on the debt markets for its massive projected capital spending over the coming years. In a widely hyped sale, SpaceX sold the $25 billion of debt following its IPO in five bond tranches with maturities ranging from five years to 30 years. There were reports that the deal was more than three times oversubscribed and SpaceX was able to price the bonds at narrower yield premiums above U.S. Treasuries than had been expected.

On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian setup in the group. Alongside Carl Quintanilla and David Faber, Cramer framed Monday’s rally as “revenge of that” Friday selloff, arguing “we’re seeing ... Jim Cramer Sees Tech Rebound And Oracle Upside as Data Center Spending Reshapes Market

Hyperscalers have sold an estimated $194 billion in AI-related bonds this year, and widening spreads on Amazon’s latest bond issuance show the market wants tech giants to pony up.

How Abilene's wind boom quietly set up a bigger AI land rush, and who's actually cashing in on Texas's data center gold rush.

Middle East tensions pressure Palantir, Salesforce and peers

Oracle (ORCL) just booked the strongest sales year in its history, yet investors sold it anyway. The stock trades near $143, down about 27% in 2026 and off more than 50% from its 52-week high near $346. That kind of drop usually follows a bad quarter, but Oracle’s was the opposite of bad. So the ...

Oracle (NYSE:ORCL | ORCL Price Prediction) has quietly become one of the most important AI infrastructure companies on the planet, yet its stock is behaving as if the story is falling apart. Shares closed at $143.76 on July 6, 2026, down 25.37% year to date, even after the company posted a $638 billion contracted revenue ... Prediction: Oracle Will Be the Next Trillion-Dollar Tech Giant

Oracle Corporation (NYSE:ORCL) is one of the best beaten-down technology stocks to buy now. On July 1, Blair added Oracle Corporation (NYSE:ORCL) to its analyst conviction list. According to the research firm, the company has emerged as a major beneficiary of the artificial intelligence buildout as hyperscale cloud commitments continue to drive strong revenue visibility. […]

Generate upfront income by selling put options on a tech giant below current market prices—keeping the premium regardless of whether the stock rises, moves sideways, or stays above your target price.

Shares of FuelCell Energy (NASDAQ:FCEL) are down 14% in Wednesday morning trading after the company priced a large dilutive stock offering below recent levels. The stock last changed hands at $22.43, well off last week’s high. The pain is spreading. Bloom Energy (NYSE:BE) shares are off 8% to $247.53, while Plug Power (NASDAQ:PLUG) shares are ... FuelCell Energy Sinks 14%, Bloom Energy Slides 8% After $225M FCEL Share Sale Prices at $21; Plug Power Treads Water

The market is focused on today's costs, but the company has already sold a future that looks entirely different.

Oracle (ORCL) stock has had a rough year, down 37% while the market climbed. The reason for the pessimism is plain to see: a colossal spending plan to build out its cloud infrastructure. Investors are worried about the cost, the execution risk, and the impact on near-term margins. But the stock's low price appears to give little credit for the one number that reframes that entire risk: the company's Remaining Performance Obligations, or RPO.

Management now champions a new portfolio of 'growth engines,' but the story they quietly shelved was powered by a flagship product whose once-explosive growth has started to cool.

AI disruption is a hot earnings call topic.

Oracle and Microsoft stocks declined amid AI infrastructure spending and exposure to OpenAI.

The software giant has quietly transformed its profitability, but investors are still pricing it like the company it used to be.

The tech giant is spending billions to chase the AI boom, yet the stock has stumbled. Here’s how to think about the disconnect.

Piper Sandler Sees Major Upside for Oracle Cloud Revenue in Fiscal 2027

CPI FIM (BDL:ORCL) has drawn attention after recent share price moves, with the stock flat over the past day but down over the past month and over the past 3 months. See our latest analysis for CPI FIM. Looking beyond the latest move, CPI FIM’s 30 day share price return is down 11.11% and the 90 day share price return is down 24%, while the 3 year total shareholder return is up 98.95%. This suggests longer term holders have seen a very different experience from recent momentum. If CPI FIM’s...

Some of Oracle's biggest data center customers might be unable to meet their obligations.

Oracle Corporation (NYSE:ORCL) is one of the Best Software Stocks to Buy in 2026. Despite a 40% decline in share price over the past 6-months, analysts see more than 73% upside over the next 12-months. ​Recently, on June 30, Freedom Broker lowered the price target on Oracle Corporation (NYSE:ORCL) from $230 to $210 and maintained […]