Microsoft shares keep sliding while the business behind them keeps growing, and that gap between price and reality is exactly where conviction gets built or destroyed.
On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian…
Oracle (NYSE:ORCL | ORCL Price Prediction | ORCL Price Prediction) has quietly become one of the most important AI infrastructure companies on the planet, yet its stock is behaving as if the…
Vandita Jadeja Shares of FuelCell Energy (NASDAQ:FCEL) are down 14% in Wednesday morning trading after the company priced a large dilutive stock offering below recent levels. The stock last changed hands at $22.43, well…
Shares of Cloudflare (NYSE:NET | NET Price Prediction) are up 9% in midday trading to about $269 after Scotiabank upgraded the stock and raised its price target. The move puts Cloudflare shares…
Live Updates Auto AI 12:12pm ETMicron Technology (NASDAQ:MU | MU Price Prediction) and Ford (NYSE:F) announced a long-term Strategic Customer Agreement to secure memory and storage supply for Ford’s next-generation vehicle production.…
The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI infrastructure wave rolling through NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Alphabet (NASDAQ:GOOG), and…
The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21%…
Oracle (NASDAQ:ORCL | ORCL Price Prediction) shareholders can’t seem to catch a break with the stock crashing close to 43% off its year-to-date peak of $248 and change. If you chased a…
Joey Frenette Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have…
CoreWeave (NASDAQ:CRWV) stock is down 13% to $86.72 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated…
The iShares Expanded Tech-Software Sector ETF (NASDAQ:IGV) closed Friday at $88.20, down 16.5% year to date and 18.9% over the past year, despite the broader AI trade still drawing capital. IGV’s slide…
Oracle (NYSE:ORCL | ORCL Price Prediction) just posted one of the strongest cloud quarters in software history. Infrastructure revenue grew 93% year over year to $5.79 billion, and remaining performance obligations hit…
Vandita Jadeja Dan Ives went on CNBC with a message for anyone watching Big Tech bleed out in June. Nearly $3 trillion in market cap has evaporated this month on AI capex skepticism, and…
Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of dollars building data centers are being rewarded with enormous growth expectations, while those sitting on the…
Rich Duprey 
