Notícias

Rystad Energy expects fuel-cell market revenues to surge from $2.8 billion in 2025 to $30 billion by 2030.

ORCL's record $638B backlog and AI cloud demand are boosting long-term revenue visibility as cloud infrastructure revenues surge.

The tech sector stalwart's path from here will depend heavily on a single contract.

Oracle Corporation (NYSE:ORCL) is included among the Top 10 Blue Chip Stocks with Growing Dividends. On June 22, Reuters reported that Oracle Corporation (NYSE:ORCL) reduced its workforce by 13%, or roughly 21,000 employees, during fiscal 2026. The update came as the company continued to restructure its operations. Part of the effort was tied to the […]

Demand for memory chips is pushing prices higher. Will AI’s promise of increased productivity come in time to temper that inflation?

Arm Holdings plc (NASDAQ:ARM) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 17, 2026, Bernstein analyst David Dai raised the firm’s price target on Arm Holdings plc (NASDAQ:ARM) to $500 from $300 and maintained an Outperform rating. Dai described Arm as a structural beneficiary of the “renaissance of […]

Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg ... Retail Investors Sold NVIDIA, Microsoft, and Oracle to Fund SpaceX Buys. What’s the Next ‘Mega-Cap Tech Stock?’

The job cuts made headlines. But the bigger story is what's funding them.

Mizuho reiterated its Outperform rating and $320 price target on Oracle after the company’s fourth-quarter results.Oracle’s cloud infrastructure business is growing quickly, but investors are focused on capital spending, debt, and free cash flow.The bigger question is whether the demand for ...

Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and SK Hynix and Samsung both plunging more than 12% the day after SK Hynix overtook Samsung as Korea’s most valuable company. Layered on ... $900 Billion Just Vanished as Korean Chip Stocks Crater, but the Squawk Crew Isn’t Sold on an AI Breakdown

Management's focus has shifted so completely to its massive AI infrastructure bet that its original cloud promise has gone quiet, changing what you actually own.

CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy ... The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend

Shares of Advanced Micro Devices (NASDAQ:AMD) traded near $521 midmorning Wednesday, roughly flat on the session after a prior close near $520. The quiet tape masks a loud catalyst: UBS just supersized its price target on AMD stock to $670 from $455, one of the more aggressive upward revisions on the Street this month. The ... Wall Street Just Supersized Its Price Target on AMD. Is the Stock Still Too Cheap?

In the last five years, Microsoft (MSFT) stock has returned a massive $223 Bil back to its shareholders through cold, hard cash via dividends and buybacks. This impressive capacity to return capital is rooted in Microsoft’s evolution into a high-margin powerhouse, driven primarily by its dominance in cloud computing and enterprise software. The company’s ability to generate such significant "payout power" is fueled by the robust, recurring revenue streams from its Intelligent Cloud segment, spec

The “Magnificent Seven” plus Broadcom and Oracle have lost roughly $2.7 trillion in market value in June, according to Yahoo Finance analysis, as investors take a harder look at the companies funding the AI build-out.

The billionaire’s private friendship with the president has helped Oracle’s business and his son’s media conglomerate.

Tech stocks were sharply lower late Tuesday afternoon, with the State Street Technology Select Secto

Summary: Oracle has laid off about 13% of its global workforce over the past fiscal year. Are these job cuts bullish or bearish for ORCL shares’ long-term thesis? Let’s find out!

Oracle's headcount fell 13% to 141,000 employees, with AI-linked reductions contributing to workforce cuts.

Oracle has been my focus this month, and the recent selloff has only sharpened that focus. The stock has dropped 29.45% since June 1, the financial press is hyperventilating about cash burn, and my cost basis keeps falling while my conviction keeps rising. That combination is rare. I am going to use it. Here is ... Why I Can’t Stop Buying This $553 Billion AI Infrastructure Gatekeeper

I’m opening with the headline number. Our 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $586.55 over the next 12 months, against a current quote of $551.63. That implies 6.33% of upside and a buy recommendation, with our model registering 90% confidence. The setup is unusual: a stock that has already run ... Over 40 Analysts Rate AMD a Buy, Here’s Why We Agree

The company reduced headcount by about 21,000 over the past year.

The Nasdaq Composite and S&P 500 Index were down in late-morning trading Tuesday, while the Dow Jone

By Karen Roman Vinson & Elkins said it appointed Jason Marty as new Chief Operating Officer starting June 29, 2026, succeeding Adam Kassoff who plans to retire and who will remain in the firm for a transition period. Mr. Marty has over 20 years of leadership experience at diverse international law firms including Baker McKenzie […] The post Vinson & Elkins Appoints Jason Marty as New COO appeared first on CorpGov.

Oracle (NYSE:ORCL) at $175 looks compelling on the data. The stock has been pulled into the broader software compression trade even as its Q4 report revealed a $638 billion AI backlog that locks in years of forward revenue. Oracle sells database software, enterprise applications such as Fusion and NetSuite, and Oracle Cloud Infrastructure (OCI), which ... Tech Compression Dragged Oracle Stock to $175, but Its Unbelievable $638 Billion AI Backlog Makes It an Automatic Buy

Oracle's financial position and doubts about its largest AI client have weighed on the stock.

Investing.com -- Oracle Corporation eliminated 21,000 positions over the past year, representing nearly 13% of its workforce, as the technology sector continues widespread job cuts linked to artificial intelligence adoption.

The volatility in tech stocks isn’t stopping SpaceX’s first-ever bond sale. A day after holding calls with investors, Elon Musk’s rocket/internet/AI company is expected to issue at least $20 billion of bonds to pay back an earlier loan from banks and possibly fund other spending, according to investors familiar with the matter.

Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation past the point where even flawless execution can justify the price. Bloom builds solid oxide fuel cell systems that generate on-site power for ... Buy, Hold, or Sell: Bloom Energy Stock Ripped Past $345 to an All-Time High. Is This AI Energy Play a Dangerous Value Trap?

Badly damaged tech company Oracle (NASDAQ: ORCL) fired 21,000 people. It said they were being replaced by AI. It is 13% of the company’s total workforce. Oracle took a charge of $1.84 billion. In its 10K, the company explained “… improve operational efficiencies, including through the adoption and integration of AI technologies…” But is that ... Did Oracle Need To Fire 21,000 Because It Is In Trouble?