Live Updates Conference Call Highlights 5:34pm ETHere’s the key highlights from Oracle’s conference call: First 20/20 Quarter in 15 Years CFO Doug Kehring set the tone early: “Q3 being the first quarter…
Eric Bleeker Live Updates Stock Market Gainers 1:02pm ETVertex Pharma (Nasdaq: VRTX) is up 8.3% on the day. Ciena Corp (NYSE: CIEN) is tacking on 8.4%. Sandisk (Nasdaq: SNDK) stock is adding 7% amid…
“The chip cycle is moving so fast that even the biggest infrastructure deals can’t keep up.” That line from CNBC’s Deirdre Bosa captures the core tension now rattling AI infrastructure investors. OpenAI…
YieldMax gets most of the attention when income investors go hunting for double-digit yields. But the options-premium income space is wider than one fund family, and several funds outside that universe are…
Jim Cramer made a bold call on Mad Money: “Oracle has made itself the king of the data center. It’s the fastest growing in the space.” That’s a strong statement, but the…
Oracle may be the canary in the coal mine. That line, from a CNBC segment recorded the day before Oracle’s most recent earnings report, carries more weight than a typical market soundbite.…
Wall Street is turning increasingly bullish on three AI infrastructure plays heading into a busy earnings stretch, with analysts raising price targets on Micron Technology (NASDAQ:MU | MU Price Prediction), Oracle (NYSE:ORCL)…
Shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) seem to be a victim of its own past successes, and while it’s tough to tell what the next big move will be as…
Joey Frenette Live Updates Oil Price Forecast 12:39pm ETIf Americans think prices at the pump are high now, they may be in for a shock. Energy research firm Rystad Energy predicts that oil could…
Last week offered a clear split in the data center and AI infrastructure trade. Oracle held its ground and then some, rising on AI cloud momentum and an analyst upgrade. Meanwhile, CoreWeave…
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) shares sank on Friday afternoon to close the week trading at $177.82. NVIDIA is now down 4.65% in 2026 despite a wave of good news…
Last year, Oracle (NYSE:ORCL | ORCL Price Prediction) announced a massive, $500 billion data center project in Texas that signed on major AI stocks as partners. The Stargate initiative was positioned as…
Rich Duprey It’s a packed week for tech earnings, and three companies are coming in with very different stories to tell. HPE: The Juniper Bet Gets Its First Real Test Hewlett Packard Enterprise (NYSE:HPE…
Oracle (NYSE:ORCL | ORCL Price Prediction) has had a brutal run since its moment in the AI spotlight. But Jefferies analyst Brent Thill isn’t running away from it. He just reiterated his…
Jeremy Phillips Live Updates Economic Turmoil 12:48pm ETGDPNow, an economic forecasting model of the Atlanta Fed, is now predicting Q1 GDP growth of 2.1%, down from a previous 3.1%, in response to the latest…
