Notícias

Oracle Corp. (NYSE:ORCL) is one of BlackRock’s 30 most important AI stocks right now. On June 25, Oracle Corp. (NYSE:ORCL) revealed the third cohort of its Oracle Defense Ecosystem, comprising defense technology businesses focusing on cybersecurity, mission-critical AI, operational intelligence, secure communications, mission support, and autonomous systems for the United States and its allies. The […]

Microsoft has become a big beneficiary of the AI boom.

Oracle Corp. just gave back everything, and then some. The stock plunged about 35% in June, its worst month since September 1990, as investors began questioning the payoff from its massive AI buildout. The timing makes it sting more. That...

Originally focused on Bitcoin mining, Crusoe pivoted to AI infrastructure after selling its Bitcoin business, leveraging its energy expertise for data center development.

The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI infrastructure wave rolling through NVIDIA (NASDAQ:NVDA), Alphabet (NASDAQ:GOOG), and Oracle (NYSE:ORCL). The evidence sits in three data points from the most recent quarterly filings. NVIDIA’s Q2 FY2027 revenue guide of $91.0 billion, Alphabet’s 2026 capex guide ... $750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?

Cisco is up 46% in 2026 while Oracle has slid 25%, and Wall Street sees up to 185% upside for one of them. Here's how the two tech giants compare on value, yield, and dividend growth.

Oracle Corporation (NYSE:ORCL) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 22 upward EPS revisions and 14 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 30 upward revisions and 5 downward revisions. The ranking is held back by the downward […]

Bloom Energy is crushing the stock market. But can it sustain a lofty valuation in the second half of 2026?

William Blair just added ORCL stock to its conviction list, with Oracle expected to be a major AI beneficiary.

SNOW's platform adoption and AI momentum are fueling gains, but rising competition, margin pressure, and premium valuation keep investors cautious.

Guidewire's cloud migration, AI workflow tools and services growth deepen its insurer modernization story, but execution and margin mix remain key tests.

Rimini Street, Inc. (NASDAQ:RMNI) is one of the Best Rising Penny Stocks to Buy According to Wall Street Analysts. Recently, on June 18, Rimini Street, Inc. (NASDAQ:RMNI) announced its partnership with One New Zealand to manage and stabilize its Oracle software systems. One New Zealand is a major telecommunications company that serves more than 2 […]

Microsoft (MSFT) stock has had a tough run, down 20% over the last year and trailing the market significantly. The conversation is dominated by one large number: a plan to invest roughly $190 billion in capital expenditures in calendar year 2026. The question for skeptics is whether the demand for artificial intelligence is real enough to pay for it all.

The software sector is enjoying a rebound and Wall Street analysts have rarely ever been as bullish on Oracle as they are now.

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

In late June 2026, Oracle unveiled new AI-powered tools across its cloud applications, including Oracle Manager Edge in Fusion Cloud HCM and four Fusion Agentic Applications in Cloud SCM that embed AI agents directly into workforce management and supply chain operations. These launches extend Oracle’s AI use deeper into day-to-day enterprise workflows, potentially increasing the stickiness of its cloud platforms by tying leadership coaching, inventory planning, and production readiness to...

Crusoe is in talks to raise about $3 billion in a funding round that could value the AI infrastructu

Oracle Corporation (NYSE:ORCL) is one of the cheap stocks that are about to explode. On June 30, Oracle announced the launch of Oracle Manager Edge, an AI-powered coaching assistant integrated into Oracle Fusion Cloud HCM. Designed to help managers lead with greater confidence, the tool provides real-time, personalized guidance based on workforce signals like performance […]

AI data center startup Crusoe is in talks to raise about $3 ‌billion in a funding round that ‌may triple its valuation, Bloomberg News reported on Thursday, ​citing people familiar with the situation. The startup has contracts to supply AI computing power for the likes of Meta and Oracle, the report ‌said, as technology ⁠giants spend billions of dollars on data centers to meet the massive ⁠computing requirements for GenAI. The startup, which builds ‌and operates the type of large data centers that power AI systems, is still in active talks on the round, and a final valuation has not been set, according to ‌the Bloomberg report.

The market is pricing a vast range of possibilities for the tech giant's next chapter, and if you hold the shares, you're buckled in for the entire ride.

Oracle (NASDAQ:ORCL) shareholders can’t seem to catch a break with the stock crashing close to 43% off its year-to-date peak of $248 and change. If you chased a name on a rebound, you took a huge hit to the chin, and with shares quickly approaching the depths not seen since April, now that all of ... Oracle Stock Crashed Again, Thanks in Part to OpenAI — Why It’s a Golden Opportunity to Buy

CRM's Data 360 momentum, AI-driven ARR growth and Informatica synergies are likely to support stronger fiscal 2027 revenue growth as customer demand expands.

NOW's AI Control Tower demand supports long-term growth, but premium valuation, acquisition integration costs and margin pressure warrant caution.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor letter for the “Growth Equity Strategy.” A copy of the letter can be downloaded here. The first quarter proved challenging for investors. AI fears negatively impacted software and intermediary stocks. Later, geopolitical conflicts shifted focus toward energy and […]

The AI infrastructure darling was flying high until a report surfaced that one of the world's biggest companies might be moving into its neighborhood.

Robinhood Markets is added as a top stock for July. Micron and Oracle are among Mizuho Securities’ top picks for the month.

If this company can deliver on its orders without too much financial strain, it could be a big winner.

Oracle Corporation (NYSE:ORCL) is among the most profitable software stocks to buy right now. On June 24, Evercore ISI reaffirmed an Outperform rating on Oracle Corporation (NYSE:ORCL) with a price target of $245. This follows the company’s Form 10-K filing for FY26, which the firm believes provides greater revenue visibility. A day earlier, KeyBanc maintained […]

Oracle shares closed lower for a seventh straight session on Tuesday, slipping 0.82% to $146.55, according to a Seeking Alpha report. The stock has now fallen more than 55% from its 52 week high near $346, according to Seeking Alpha market data. What makes this stretch different is not the price ...

CPI FIM has delivered a strong 93.6% return over the past five years, yet the current valuation checks lean cautious, with the stock recently down over shorter time frames and scoring poorly on several metrics. Around 93.6% total return over five years suggests CPI FIM has rewarded patient shareholders, even though the share price has been weak more recently. The long term story for the stock may hinge on whether CPI FIM can keep translating its assets into consistent cash flow. At the same...