Financial News

HSG's continuation fund valued ByteDance at about $370 billion while drawing Asian and Middle Eastern investors.

The Gen Z AI savant’s multibillion-dollar fund made a rash of short positions against chipmakers while expanding its bullish bets on compute and memory stocks.

Applied Optoelectronics is well-positioned for hyperscaler demand but faces execution challenges and potential disruption from copacked optics.

Situational Awareness LP's latest 13F filing shows billions in put exposure to chip and AI names alongside growing long positions in bitcoin miners and energy infrastructure.

MSFT rides on surging enterprise AI demand, with Azure growth and Copilot adoption accelerating despite rising capex and margin pressure.

A steady growth profile and a cheaper valuation make CRM a better investment bet than ORCL right now.

Nasdaq sinks 1.1% as AMAT, MU, ORCL and Vertiv crater on AI capex jitters, while WTI tops $106 and the 10-year yield hovers near 4.6% on stalled US-Iran talks.

MU, UNH and AAMI led standout gains as Zacks highlighted top-performing portfolios amid volatile markets and inflation worries.

Discover why the hydrogen sector is cooling down after recent massive gains.

Leopold Aschenbrenner's AI fund just bet $8.5B against Nvidia (NVDA) and the chip complex two days before earnings.

Oracle (NYSE:ORCL) expanded AI-focused defense partnerships with the U.S. Department of Defense, including support for secure, classified AI workloads. The company secured a multi year contract with the U.S. Air Force valued at $88 million for cloud modernization through 2028. These agreements cover agentic AI systems for military decision support and classified cloud infrastructure across U.S. national security operations. Oracle enters this phase of defense work with NYSE:ORCL trading at...

Polymarket, the world’s largest decentralized prediction market, is facing a wave of contested bet resolutions has exposed structural vulnerabilities in its UMA Oracle-based arbitration system. It has triggered user losses, governance failures, and renewed regulatory scrutiny from the CFTC. #UMAOracle #UMADisputePolymarket Flipped a market by disavowing the words in their ...

Missed Nvidia? Discover why analyst Beth Kindig calls Bloom Energy (BE) tech's 'biggest outperformer' after its massive 217% YTD stock rally.

Micron (MU) stock climbs 2.5% in premarket trading. Inside the AI demand, China exposure, and massive analyst price target hikes.

AI companies are boosting the U.S. economy, but it doesn’t tell the full story about inflation, wages, and the labor market.

Oracle Corporation (NYSE:ORCL) is among the stocks with the best earnings growth for the next 10 years. On May 12, Brian Schwartz from Oppenheimer lifted the price target on Oracle Corporation (NYSE:ORCL) to $235 from $210 and reiterated an Outperform rating. While highlighting positive developments during the current quarter, which will strengthen its superior EPS […]

In early 2026, Bloom Energy reported a very strong first quarter with revenue more than doubling year over year, raised its 2026 revenue outlook to US$3.40–US$3.80 billion, and expanded its Oracle agreement to supply up to 2.8 gigawatts of fuel cell capacity for AI data centers, while also awarding Federal Pacific a record switchgear contract for a large AI data center project. These developments highlight how Bloom’s solid oxide fuel cells are becoming deeply embedded in the power...

Trump's major Palantir stock purchases before publicly praising the company have sparked fresh conflict-of-interest concerns.

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after the latest Consumer Price Index (CPI) report came in hotter than expected, signaling that inflation remained stubbornly high.

Explosive Options chief options analyst Bob Lang joins Yahoo Finance to discuss the options market for Oracle (ORCL), Costco (COST), and Alphabet (GOOG, GOOGL).

Founders, 100 ETF Founder Michael Monaghan joins Market Domination Overtime to discuss ways to play the tech-led market.

Oracle’s legacy became its biggest AI advantage.

Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, ‌according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and ‌other asset managers with the U.S. Securities and Exchange Commission. These quarterly 13-F filings, which provide insight into how some major investors reacted to emerging opportunities ​and new sources of risk or anxiety during the three-month period, show that more than 4,000 of them added to their existing holdings or initiated new positions in a group of nine companies that are big players in the AI infrastructure arena, including Oracle, Arista Networks and Vertiv.

Oracle is gaining traction in defense AI as the Pentagon moves more advanced tools into secure networks.

Oracle's stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking ...

Our 24/7 Wall St. price target for Oracle (NYSE:ORCL) is $245.34 over the next 12 months, implying 25.42% upside from $195.61. The recommendation is buy, with a 90% confidence level driven by a record contracted backlog and accelerating cloud infrastructure economics. This is one of the highest-conviction setups in mega-cap software right now. 24/7 Wall ... Oracle Price Prediction: Why $245 Is Just the Beginning

During the first three months of the year, Trump purchased between $630,000 and $247,008 worth of Palantir stock and sold at least $1.1 million.

Nvidia competitor Cerebras made a stunning debut on Wall Street Thursday, signaling unstoppable demand for AI chips. Here's how its chips compete with Nvidia's.

Cerebras made a monster debut on Thursday that placed it among tech’s biggest-ever IPOs, amid a mad scramble to find alternative AI chips to the costly, sold-out graphics processing units made by Nvidia. Founded in Silicon Valley in 2016, Cerebras doesn't make GPUs — but a chip the size of a dinner plate. It’s a category of chips known as custom ASICs that are gaining traction because they excel at inference, crucial as agentic AI takes off. Here’s everything you need to know about the company.

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.