Financial News

The S&P 500 Index ($SPX ) (SPY ) today is up +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.73%. June E-mini S&P futures (ESM26 ) are up +0.47%, and June E-mini Nasdaq futures...

IBM (NYSE: IBM) surged 12.4% to close at $252.97 on May 21, 2026, after the Commerce Department announced $2.0 billion in quantum computing grants to nine companies. The headline? IBM secures $1 billion in government funding for a new quantum chip foundry called Anderon, with IBM matching the investment dollar-for-dollar. The stock's reaction was swift and decisive.

ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.50%, and June E-mini Nasdaq futures...

CRM's Q1 performance is likely to have witnessed the benefits of continued digital transformation and the increasing adoption of generative AI-enabled solutions.

Nvidia supplies GPUs for 52% of tracked sovereign AI projects worldwide, highlighting the company's growing role in government-backed AI infrastructure initiatives.

Wall Street firms raised price targets after strong cloud growth and expanding AI demand.

Shares in Ceres Power Holdings PLC (LSE:CWR, OTC:CPWHF), the clean energy technology group, jumped 17% to 779.3p on Friday after UBS raised its price target to 970p from 570p, citing a dramatic increase in expected royalty income from manufacturing partners. The investment bank, which...

3M (NYSE:MMM) has joined a multi source agreement with major technology companies to standardize expanded beam optical connectivity for AI infrastructure. The alliance includes firms such as AMD, Cisco, Meta, and Oracle, and targets open, interoperable specifications for hyperscale data centers. The agreement focuses on accelerating deployment of next generation optical interconnects that support robust, scalable AI systems. For investors watching NYSE:MMM, this move comes with the stock...

Arista Networks' AI networking business remains demand-driven, with supply constraints currently limiting revenue realization. Click for this ANET stock update.

GitHub's user base has swelled under Microsoft's ownership, but the software repository has fallen behind newer rivals in the world of vibe coding.

Broadcom, Meta, AMAT & more partner with UCLA for a new $125M AI semiconductor hub to boost research & workforce growth.

From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on the returns lately as the industry has pulled back by 7.3% over the past six months. This performance is a stark contrast from the S&P 500’s 13.2% gain.

Global markets rally as investors continue to price in Middle East de-escalation.

The AI infrastructure designer signed another multibillion-dollar deal.

ORCL's NetSuite gains traction in mid-market cloud ERP, with $1.1B revenues, up 14%, as AI features and the cloud shift drive momentum into 2026.

Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data center spending. The Contradiction The market loves it. Local zoning boards do not. In Loudoun County, Tucson, central Ohio, and across rural Wyoming, ... $1 Trillion in Spending Has Been Defeated by an Almond

The layoffs will represent about 17% of its personnel.

Our DTE Energy (NYSE:DTE) call is constructive heading into the back half of 2026. The Detroit-based utility is in the middle of a generational capital cycle, with hyperscale data center demand reshaping the long-term earnings trajectory. The 24/7 Wall St. price target for DTE Energy is $157.53, implying 11.44% upside from $141.35. We rate shares ... Price Prediction: Can DTE Energy Hit $200 Before 2027?

AMD (NASDAQ: AMD) has a 24/7 Wall St. price target of $600 over the next 12 months, with the stock currently trading at $447.58. That implies roughly roughly 34% upside, and we are rating the shares buy with high confidence. AMD now combines a hyperscaler-anchored AI roadmap, an inflecting CPU franchise, and guidance that just ... Will AMD Stock Reach $600 This Year? The Answer May Not Surprise You

JNJ, ORCL and NFLX headline top Zacks research reports as cloud growth, drug launches and ad expansion drive focus.

Among the long list of investments President Trump listed in a filing is Kura Sushi. The president invested $1 million-$5 million in the sushi chain.

ORCL jumps 32%% in 3 months as AI-driven cloud growth surges, but massive capital spending and falling earnings estimates raise fresh investor concerns.

Atlassian and Datadog both surged more than 30% after strong Q1 2026 earnings, suggesting AI is a tailwind for some software stocks rather than a threat.

Shares of International Business Machines (NYSE:IBM) are up 8% in mid-morning trading Thursday, while three legacy enterprise tech peers don’t have the same rocket fuel today. Oracle (NYSE:ORCL), Cisco Systems (NASDAQ:CSCO), and Hewlett Packard Enterprise (NYSE:HPE) are providing mixed results and falling behind IBM stock. The setup is striking because IBM stock has been the ... IBM Rallies 8% While Oracle, Cisco, HPE Drift: Is the Laggard Finally Bouncing?

NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.

The software giant raised its fiscal 2027 revenue target despite heavy infrastructure spending.

BNPP maintains positive ratings on MSFT and ORCL as SpaceX S-1 data points to surging AI data center revenue potential.

US manufacturing PMI hit a 48-month high in May. But it's AI infrastructure capex, not Trump's tariffs, driving the reshoring boom.