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 Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today.…
Salesforce (NYSE: CRM | CRM Price Prediction) and Oracle (NYSE: ORCL) both delivered fresh earnings inside a three week window, and the contrast is striking. Salesforce sells AI agents that sit on…
Oracle’s (NYSE:ORCL | ORCL Price Prediction) stock has been through the wringer over the past year, but the long-term AI infrastructure story has only gotten more concrete. After the Q4 FY2026 earnings report…
Vandita Jadeja On the evening of June 1, 2026, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) priced one of the largest equity offerings in corporate history: an upsized $84.75 billion raise spanning Class A common,…
For much of the last two decades, investors enjoyed a powerful but often overlooked tailwind. Corporate America was shrinking the supply of publicly traded shares through massive stock buyback programs. According to…
Micron Technology (NASDAQ:MU | MU Price Prediction) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year…
Fuel cell stocks have been one of 2026’s loudest comeback trades, but the leaderboard isn’t close. Bloom Energy (NYSE:BE) stock has crushed its two main peers year to date (YTD), riding AI…
Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten…
Micron Technology (NASDAQ:MU | MU Price Prediction) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year…
Oracle (NYSE:ORCL | ORCL Price Prediction) recently reported blockbuster earnings, with both the top and bottom lines coming in above estimates. Revenue came in at $19.2 billion ($100 million higher than estimated), and…
