Few stocks have captured AI infrastructure enthusiasm like AMD (NASDAQ:AMD | AMD Price Prediction), which has rallied 118.3% year to date and 322.28% over the past year. With Lisa Su’s data center…
The hot ticker right now is OpenAI’s compute footprint, which is fueling everything from Oracle (NYSE:ORCL | ORCL Price Prediction) to NVIDIA (NASDAQ:NVDA) to a half dozen private power developers, and the…
At $192.08, Oracle (NYSE:ORCL | ORCL Price Prediction) screens favorably on backlog and valuation, with shares down sharply from last fall’s peak but sitting on an AI cloud backlog few peers can…
Vandita Jadeja Everyone wants to talk about ServiceNow (NYSE:NOW | NOW Price Prediction) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here’s what…
Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data…
Shares of International Business Machines (NYSE:IBM | IBM Price Prediction) are up 8% in mid-morning trading Thursday, while three legacy enterprise tech peers don’t have the same rocket fuel today. Oracle (NYSE:ORCL),…
The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are…
Shares of FuelCell Energy (NASDAQ:FCEL) are ripping higher in midday trading Wednesday, up 15% as hydrogen bulls rotate back into the most beaten-down name in the complex. Bloom Energy (NYSE:BE) stock is…
Oracle (NYSE:ORCL | ORCL Price Prediction) has whipsawed investors over the past year, rising from below $160 to a peak above $300 last October before retreating. With the stock consolidating around $186…
Vandita Jadeja If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like…
Our 24/7 Wall St. price target for Oracle (NYSE:ORCL | ORCL Price Prediction) is $245.34 over the next 12 months, implying 25.42% upside from $195.61. The recommendation is buy, with a 90%…
Vandita Jadeja The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL | ORCL Price Prediction) trades near $190 against a…
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…
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest…
The question is not whether Amazon (NASDAQ: AMZN | AMZN Price Prediction) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems,…
