Financial News

Event context and recent performance Oracle (ORCL) has been drawing investor attention after a period of mixed short term share performance, with the stock up about 22% over the past month but down slightly year to date. That shift comes against a backdrop of reported annual revenue of US$64,076.0 million and net income of US$16,188.0 million, figures that help frame how the current share price of US$189.76 connects to the company’s broader earnings profile. See our latest analysis for...

Asia markets were mixed ahead of the highly anticipated Trump-Xi talks.

Chainlink Runtime Environment enables Myriad to deploy a new range of prediction markets with immediate settlement.

The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL) trades near $190 against a Wall Street consensus target of $242.10, while Microsoft (NASDAQ:MSFT) sits around $405 versus a target of $561.56. Both gaps run well into double digits. Both companies are ... The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks

Cerebras raised $5.55 billion in its IPO, and with the chipmaker's offering, investors are gearing up for some even bigger AI deals later this year.

Top Microsoft executives testified in Musk v. Altman this week, spelling out concerns they had in the early days of the partnership with OpenAI.

Is GDS a good stock to buy? We came across a bullish thesis on GDS Holdings Limited on Valueinvestorsclub.com by TrustTheProcess1. In this article, we will summarize the bulls’ thesis on GDS. GDS Holdings Limited’s share was trading at $42.41 as of May 1st. GDS’s trailing and forward P/E were 65.87 and 357.14 respectively according to Yahoo […]

SNOW's AI Data Cloud gains traction as product revenue jumps 30%, fueled by the rapid adoption of Snowflake Intelligence and Cortex Code.

Oracle bolsters AI infrastructure with defense deals, new OCI AI services, and rapid cloud growth, but heavy spending underscores ambitious 2027 targets.

Cisco Systems (NasdaqGS:CSCO) has joined a new multi source agreement to set open standards for expanded beam optical connectivity in AI data centers. The alliance includes Meta, AMD, Arista Networks, Oracle, and others focused on interoperable connector technology for AI infrastructure. The group aims to reduce deployment hurdles and improve reliability in rapidly scaling AI data center networks. Cisco Systems enters this standards effort with a recent share price of $99.29 and strong...

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $49.48 as of May 4th. IREN’s trailing and forward P/E were 31.71 and 62.50 respectively according to […]

Peter Mallouk, Creative Planning CEO, joins 'Power Lunch' to discuss the latest rise in tech stocks.

Oracle (NYSE:ORCL) has appointed Dr. Tomislav Mihaljevic, CEO and President of Cleveland Clinic, to its Board of Directors. The company has also expanded its partnership with Samsung Electronics, with Samsung set to standardize global semiconductor software development on Oracle Java. Oracle enters these announcements with its share price at $186.83 and a value score of 4, alongside a 16.3% return over the past year and a 154.0% return over the past 5 years. For investors, the combination...

The AI stock rally echoes the dot-com bubble as chip and hyperscaler valuations surge amid AI capex, weak cash flow, and grid limits. Read the full analysis here.

Wall Street has spent months worrying that Oracle Corp (NYSE:ORCL) is borrowing too aggressively to fund its AI ambitions. Wedbush analyst Dan Ives thinks the market may be looking at the story backward. Ives raised his price target on Oracle to $275 from $225 this week, implying more than 40% upside from current levels, arguing the company is becoming one of the AI revolution's most underestimated infrastructure winners. Oracle AI Debt Fears Grow Investor concerns around Oracle's balance sheet

Oracle (ORCL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power, equity alignment, and strategic influence. The pattern signals whether a handoff is clean and time-boxed or whether it carries shadow-CEO risk and strategic drift. Here is how seven landmark transitions compare. 7. Bill Gates, Microsoft ... From Bill Gates to Tim Cook: 7 Iconic CEOs Who Chose Executive Chair Over Retirement

Ishan Technologies, a rapidly evolving information and communication technology (ICT) company, has selected Oracle Communications to drive an ambitious, end-to-end digital transformation initiative. The collaboration aims to modernize charging and billing, enabling faster time-to-market for new offerings, more flexible pricing and discount models, and improved operational efficiency across Ishan's portfolio. The program will also help establish a unified digital backbone to support Ishan Technol

Why do software companies keep changing their pricing models? The answer reveals a lot about where the industry is headed.

BofA nearly doubled Micron's price target to $950 and raised Nvidia, AMD, Marvell, and Coherent. Memory pricing is the story.

If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

Wedbush analyst Daniel Ives maintains Oracle (NYSE:ORCL) with a Outperform and raises the price target from $225 to $275.

Oracle and Roku have been highlighted in this Investment Ideas article.

Nvidia Corporation Q1 FY27 preview: Strong Buy but priced for perfection. Track hyperscaler CapEx, Rubin/Blackwell pipeline, and more. Click for this NVDA update.

The market is poised for growth driven by increasing enterprise data, AI, and multi-cloud strategies. Key opportunities include adopting advanced AI for security, embracing hybrid architectures, and transitioning to sustainable storage solutions. Cloud Storage Market Cloud Storage Market Dublin, May 13, 2026 (GLOBE NEWSWIRE) -- The "Cloud Storage Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, 2021-2031F" has been added to ResearchAndMarkets.com's offering. The Global Cl

The magnitude of the A.I. capital spending boom is historic and the dollar values are staggering.

Walmart will eliminate or relocate about 1,000 corporate workers as it consolidates parts of its global technology and product teams.

BUCHAREST, Romania, May 13, 2026--An enterprise software startup whose platform has helped to modernize aviation infrastructure across Europe has raised more than $5.5 million in seed funding, highlighting growing demand for tools that can safely and speedily upgrade mission-critical systems.

The Nasdaq Composite and the S&P 500 fell Tuesday as technology shares slid, with traders apparently

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...