Financial News

Wall Street traders are increasingly hedging exposure to Big Tech credit as hedging activity tied to AI-era borrowing surges, pushing outstanding credit default swap (CDS) volume to record levels. In a Wednesday post on X, The Kobeissi Letter stated that...

Oracle (ORCL) is back in focus after recent trading, with the stock last closing at US$203.70. Investors are weighing that price against the company’s size, at about US$549.2b in market value. See our latest analysis for Oracle. That latest move comes after a strong run, with a 22.7% 1 month share price return and a 40.1% 3 month share price return, while the 5 year total shareholder return of 168.8% points to sustained compounding. If Oracle’s momentum has you rethinking your tech exposure,...

Find insight on Blue Owl, private credit, major cryptocurrencies and more in the latest Market Talks covering financial services.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.22%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.72%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.36%. June E-mini S&P futures (ESM26 ) rose +0.19%, and June E-mini Nasdaq futures...

AI Frenzy Ignites Software Stocks As ServiceNow Leads Explosive Surge

US stock market closes May's last trading day higher as Dell's record Q1 earnings spark an AI infrastructure rally and oil prices retreat.

Few stocks have captured AI infrastructure enthusiasm like AMD (NASDAQ:AMD), which has rallied 118.3% year to date and 322.28% over the past year. With Lisa Su’s data center franchise compounding at scale, the question is no longer whether AMD belongs in the AI conversation, but how much further the stock can run from here. Our ... Prediction: AMD’s Rapid Data Center Expansion Fuels Bullish Target

Microsoft (MSFT) stock has declined roughly 12% over the last six months and currently trades around $425, well off its October 2025 peak of $542. Investors are worried, and the concern is legitimate: rising capital expenditure is compressing near-term returns. But does that make the stock a sell? We don't think so. Here is why.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.66%. June E-mini S&P futures (ESM26 ) are up +0.37%, and June E-mini Nasdaq futures...

The hot ticker right now is OpenAI’s compute footprint, which is fueling everything from Oracle (NYSE:ORCL) to NVIDIA (NASDAQ:NVDA) to a half dozen private power developers, and the consensus is that the only way to play the AI buildout is to pay nosebleed multiples for the names printing the headlines. But the real story is ... OpenAI Needs 1.4 Gigawatts of Power. It Called a Michigan Utility Nobody’s Ever Heard Of. That Stock Could Beat the Nasdaq

The mind-bending explosion of intergenerational wealth anticipated by the pending IPOs of SpaceX, Anthropic, and OpenAI—and the speculative melt-up of public equities—sure smacks of a bubble to us.

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided the clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

Shares of voice AI technology company SoundHound AI (NASDAQ:SOUN) jumped 5.7% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 6.9% in the afternoon session after Snowflake's impressive earnings results provided the clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

Shares of e-commerce platform Shopify (NASDAQ:SHOP) jumped 6.8% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 4.7% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

LG Energy Solution Vertech will supply DTE Energy with battery systems for eight Michigan storage projects.

Analysts are bullish on Bloom, but the recent price surge has made the stock much more expensive.

Oracle and ServiceNow post double-digit revenue growth, but their financial health, risk profiles, and valuations reveal key differences for investors.

The latest trading day saw Oracle (ORCL) settling at $190.96, representing a -1.09% change from its previous close.

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil Supertankers Exit Hormuz to Help Pu

Laffont's fund, Coatue Management, eliminated or reduced several of its notable tech and artificial intelligence positions in the first quarter of the year.

(Bloomberg) -- It began as a concession in private conversations to assuage wary credit analysts looking at Paramount Skydance Corp.’s blockbuster takeover of Warner Bros. Discovery Inc.: a verbal pledge by the Ellison family to do whatever it takes to slash debt at the combined company.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-Pres

Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.

How female finance chiefs rose to the top at the most consequential moment for AI spending.

Salesforce heads into earnings with AI growth accelerating, margins expanding and shares trading below industry valuation levels.