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 Shares of FuelCell Energy (NASDAQ:FCEL) are up 24% to $24.45 in midday trading Friday, while Bloom Energy (NYSE:BE) stock is down 13% to $268.65. It’s a rare same-session split for two fuel…
Oracle (NYSE:ORCL | ORCL Price Prediction) has been one of the most punished mega-cap AI stories of 2026, sliding from a $303.62 peak in October to $152.46 today. Our 24/7 Wall St.…
Vandita Jadeja Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% in Thursday afternoon trading, leading a profit-taking reversal across some fuel cell names. The slide unwinds a chunk of yesterday’s 14% pop tied to…
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s…
Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and…
CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory…
Shares of Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) traded near $521 midmorning Wednesday, roughly flat on the session after a prior close near $520. The quiet tape masks a loud…
Oracle has been my focus this month, and the recent selloff has only sharpened that focus. The stock has dropped 29.45% since June 1, the financial press is hyperventilating about cash burn,…
Alex Sirois Oracle (NYSE:ORCL | ORCL Price Prediction) at $175 looks compelling on the data. The stock has been pulled into the broader software compression trade even as its Q4 report revealed a $638…
Alex Sirois Badly damaged tech company Oracle (NASDAQ: ORCL | ORCL Price Prediction) fired 21,000 people. It said they were being replaced by AI. It is 13% of the company’s total workforce. Oracle took…
On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750…
Oracle (NYSE:ORCL | ORCL Price Prediction) just reported its biggest quarter ever. Q4 FY2026 revenue hit $19.18B, cloud infrastructure ran +93% YoY, and remaining performance obligations exploded to $638 billion. Yet shares sit…
Vandita Jadeja 
