Oracle shares have cratered 28% this year while its AI contract backlog swells to a staggering size, and the gap between that selloff and the underlying business momentum raises a question Wall…
A $3.5 billion convertible note plan from Snowflake (NYSE:SNOW | SNOW Price Prediction) weighs on Snowflake stock. Even so, the data cloud company structured the deal specifically to limit the dilution sellers…
Oracle just posted its strongest quarter in years, yet the stock sits near a 52-week low while a $664 billion backlog quietly builds pressure. Something has to give, and the direction it…
IBM has raised its dividend every year since 2016 without missing a beat, but the company writing those checks today barely resembles the one that started the streak. The question is whether…
AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business’s The Bottom…
Datadog (NASDAQ:DDOG | DDOG Price Prediction) stock is up 6% to $272.50, a sharp gain for the observability and monitoring company. That strength arrives against a weaker software group, giving Datadog stock…
Michigan's utility giant just locked in hyperscale data center deals with Oracle and Alphabet while its stock slid nearly 10% in a month, creating a rare gap between what the market sees…
Oracle (NYSE:ORCL | ORCL Price Prediction) still stands behind its fuel cell contract. That news is lifting Bloom Energy (NYSE:BE), even after Oracle reportedly issued a force majeure notice on the data…
Oracle (NYSE: ORCL | ORCL Price Prediction) is in trouble. Its Project Jupiter in New Mexico has been delayed, in part, by local resistance. It has begun to take legal action to…
On the morning of September 24, 2026, Oracle (NYSE:ORCL | ORCL Price Prediction) sent a force majeure letter to Blue Owl Capital (NYSE:OWL) tied to the New Mexico piece of its $165…
At $138.26, Oracle (NYSE:ORCL | ORCL Price Prediction) is a Hold. Bloomberg News reported that Oracle sent a force majeure notice to Blue Owl tied to Project Jupiter, the $165 billion New…
Oracle (NYSE:ORCL | ORCL Price Prediction) stock is down 6% to $136.73 in morning trading, a sharp move that has the company decoupling from the rest of the cloud complex. Meanwhile, CoreWeave…
Main Street is feeling a distinct chill, even as Wall Street notches record highs. For over a decade, American workers rode a wave of steady employment, but economic currents are shifting. Labor…
CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.
Salesforce has bled out over 12 months while its enterprise software peers crater even harder, yet one Wall Street firm just planted a flag so far above current prices that it stands…
