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Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.
Oracle Stock Takes a Hit as Project Jupiter Runs Into Fresh Data Center Roadblocks
A 37-basis-point marketwide premium signals financing pressure, not Oracle-specific default risk.
Oracle's Project Jupiter could fail -- and it's not even Oracle's fault.
Oracle Corp (NYSE:ORCL, XETRA:ORC) shares fell over 6% to $135 in morning trading on Thursday after Bloomberg reported that the company had sent a 'force majeure' notice related to its New Mexico data center project. According to the report, Oracle sent the notice to the project's developer,...
The New Mexico project has already faced local opposition and regulatory setbacks
Oracle is selling off hard while the cloud sector barely flinches, and its own AI infrastructure rivals are sitting nearly flat. Something specific is hitting this stock, and the capital math behind Oracle's record growth tells a complicated story.
A witch’s brew of rising debt levels, higher costs of capital and contagion risks is bubbling.
Heavy infrastructure issuance is raising financing friction before cloud investments deliver their full returns.
A leaked document covering 546 employees in Oracle's cloud infrastructure division shows software developers made up about 17% of the cuts
Paramount is poised to close its $111bn (£83bn) takeover of Warner Bros after settling a legal challenge to block the deal.
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.
Oracle is sliding hard on a day when its cloud rivals are barely flinching, and the reason behind that split tells investors something important about where the real pressure on ORCL stock is coming from.
Oracle Corp‘s newly appointed CFO, Hilary Maxson, reportedly told employees that the company’s focus is not on “doing more with less” in her first company-wide meeting following recent layoffs. Maxson addressed the company’s employees in her first all-staff meeting and...
Oracle Stock Rises as Massive AI Backlog Offsets Fresh Layoff Concerns
Oracle is cutting thousands of jobs while pouring cash into the infrastructure needed to serve an enormous AI backlog.
Oracle stock in focus as the company reportedly begins a fresh wave of layoffs. Options market sentiment remains bullish for ORCL shares.
Hilary Maxson used her first companywide meeting to frame the cuts as a matter of prioritizing resources, not squeezing workers
AI infrastructure spending and OpenAI exposure remain central to Oracle’s stock story as traders look for fresh catalysts.
The orders are enormous, but one quarter's capital spending already exceeds revenue by nearly 48%.
Evercore ISI lowered its rating on HPE stock to ‘In-Line’ from ‘Outperform.’
AI stocks plummeted today, following Anthropic CEO Dario Amodei's calling to “pace the frontier." We unpack what that actually means vis-a-vis an AI slowdown, plus why Oracle Executive Director Larry…
Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.
The canceled trading plan removes potential supply, but it is neither a corporate buyback nor a new investment.
Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL
Oracle stock slumped after Chairman Larry Ellison canceled plans to sell billions worth of his stake.
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