'Investors Push For Higher Yield On $14B Of Oracle-Backed Data Centre Debt' - Financial Times

https://www.ft.com/content/e9682adb-f29a-4169-8bf0-19e299e906e2 

Wedbush Initiates Coverage On Oracle with Outperform Rating, Announces Price Target of $225

Wedbush analyst Daniel Ives initiates coverage on Oracle (NYSE:ORCL) with a Outperform rating and announces Price Target of $225.

Why Oracle's AI Spending Spree Has Wall Street On Edge

Oracle's massive AI debt is testing Wall Street's limits. Is the multi-trillion dollar data center bubble about to burst?

Why Super Micro Computer Shares Are Falling On Thursday?

SMCI stock drops 10% as Oracle reportedly cancels a $1.1B server contract. Analysts cite legal troubles and shifting AI demand as key headwinds for Super Micro.

Oracle's AI Power Play: $550 Billion Backlog Defies Today's Tech Slump

Oracle battles a 6% tech sector sell-off as its $550 billion AI backlog signals long-term growth. Analysts see a "buy the dip" opportunity.

Morgan Stanley Maintains Equal-Weight on Oracle, Lowers Price Target to $207

Morgan Stanley analyst Keith Weiss maintains Oracle (NYSE:ORCL) with a Equal-Weight and lowers the price target from $213 to $207.

AI Anxiety Returns: ServiceNow, IBM Earnings Drag Software Shares Down

SaaS stocks slide as ServiceNow and IBM outlooks disappoint. Investors worry AI is undermining traditional software subscription models.

Order Flows Show Continued Strength In Technology and Semiconductor Sectors

FuelCell Energy Rally Builds As Data Center Demand Grows

FuelCell Energy stock surges near 52-week high as data center demand grows and insider share sale draws attention.

Nasdaq 100 Tops Records As Iran Ceasefire Extends, GE Vernova Soars 13%: Stock Market Today

Tech stocks brushed new record highs during midday Wednesday, as a fresh wave of blockbuster corporate earnings propelled mega-cap technology and speculative names higher.

10 Information Technology Stocks Whale Activity In Today's Session

Oracle Advances AI Strategy With Google Cloud Collaboration

Oracle introduces AI-powered database tools for natural language queries, enhancing productivity and enterprise decision-making efficiency.

The Great Standstill: American Workers Stay Put As Job Switching Appetite Hits Five-Year Low Amid Uncertainty

New York Fed survey finds U.S. job satisfaction at record low as worker mobility hits a five-year low.

Oracle Expands Partnership With Google Cloud To Give Joint Customers New Ways To Use AI Across Their Enterprise Data

Under the expanded partnership, the Oracle AI Database Agent for Gemini Enterprise gives Oracle AI Database@Google Cloud customers a simpler way to interact with their Oracle data using natural language. In addition,

Oracle's 'Cash Flow Waterfall' Is Coming — Analyst Says Market Is Missing The Obvious

This analyst says Oracle stock is "grossly undervalued" and sees a "cash flow waterfall" ahead.

Why Is Oracle Edging Higher On Tuesday?

Oracle Corp (NYSE: ORCL) stock rises Tuesday. Analysts focus on AI data center expansion and a $550 billion backlog as key growth drivers.

Semiconductors Look Dangerously Overheated After Massive Run: Analyst

After a 13-day NASDAQ rally, BTIG's Jonathan Krinsky analyzes market risks and shares where to find better risk-reward opportunities today.

Why Is Oracle Stock Trading Lower Monday?

Oracle Corp (NYSE: ORCL) stock retreats Monday amid escalating US-Iran tensions and investor caution over massive infrastructure spending and job cuts.

Strong Demand, Bigger Stakes: Oracle's AI Future Hinges On Execution

DA Davidson's Gil Luria says Oracle is well-positioned in AI, ranking just below hyperscalers with a massive $550B backlog.

Robert Reich Blames AI For Complete Disconnect Between Stock Market And Real Economy: 'As Profits Go Up…'

Robert Reich says AI boosts stocks by cutting payroll costs, widening the gap between markets, jobs and wages.

Benzinga Bulls And Bears: Oracle, Oklo, Gevo — And Markets Close At Record Highs

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.

Markets Shatter Records As Iran Opens Strait of Hormuz: This Week On Wall Street

The Strait of Hormuz reopened and Wall Street smashed all records, in what became a historic week for the books.

Oracle's Most Explosive Stock Run Of The Century — What Changed Overnight?

Oracle is on pace for its sixth consecutive positive close, capping a week in which the stock has ripped more than 30% higher. 

These 10 Stocks Rose Over 40% Since Trump's Ceasefire Claims: One Hasn't Done This Since 2005

These stocks won big: AMD logged its longest win streak since 2005. Bloom Energy hit a record high. SanDisk surged 60%.

Economist Slams Musk's Universal High Income Plan To Combat AI Job Losses As Fiscally Reckless— 'He Is So Wrong..'

Musk's AI-driven wealth vision faces Sanyal's fiscal and inflation rebuttal amid global economic uncertainty.

Employment 'Apocalypse' Fears Are Overblown, Scale AI CEO Says

Scale AI CEO Jason Droege said that some CEOs are using AI as a justification for business cuts they would have made anyway. 

AMD Rips Higher As TSMC's Blowout Guide Lights Up The Stock

AMD stock is ripping higher following TSMC's blowout report and a price target raise from Bernstein.

3 Assets That Could Explode When Interest Rates Drop

Federal Reserve is facing pressure to lower interest rates amidst concerns of a slowing economy and scrutiny on Jerome Powell. High-growth tech stocks and cryptocurrencies could see a surge in value if the Fed shifts into easing mode.

Forget The Chip Boom: Wall Street's 'Ultimate Contrarian Trade' Favors Software For 2026

BTIG's Jonathan Krinsky highlights an unprecedented valuation gap favoring software over semiconductors. Discover why a "false breakdown" in software ETFs could signal a massive 2026 rally.

Elon Musk's Tesla-Space X Joint Venture Leaves Short-Selling Legend Jim Chanos Unimpressed: 'Time For Another Narrative Change'

Jim Chanos slams Elon Musk's Terafab chip plant, noting the $5-13 trillion price tag would equal 16-40% of US GDP. Here's what prediction markets say.

Why Is Oracle Stock Gaining Today?

Oracle rises on its AWS multicloud push and expanding AI partnerships, with strong short-term momentum despite long-term resistance.

Oracle And AWS Collaborate To Expand Multicloud Networking Capabilities

Customers can now establish private, simplified, high-speed connectivity between OCI and AWS

What's Going On With Oracle Stock On Wednesday?

Oracle edges higher premarket as DENSO partnership boosts AI-driven supply chain push despite mixed technical signals.

Bloom Energy Pulls Back After 20% Surge on Oracle Partnership Expansion

Bloom Energy shares are trading marginally lower Wednesday as traders weigh expanded Oracle partnership and AI data-center power demand.

US Utility Spending To Hit $1.4 Trillion By 2030 As AI, Data Centers Drive Demand— Rate Hikes Ahead?

Nonprofit group says U.S. utility capex projections jump 21% to $1.4 trillion by 2030, signaling potential future electricity rate hikes.

DENSO And Oracle Form Strategic Partnership To Deploy Oracle Fusion Cloud Applications And Establish AI Center Of Excellence For Global Supply Chain Modernization

24-Year-Old Turns $875 Million Into $2.2 Billion Via Bloom Energy Stock

This hedge fund's Bloom Energy position grew from $875 million to over $2.2 billion.

'Big Short' Legend Steve Eisman Says Buying Software Stocks Is 'Just Like Catching A Falling Knife'

Steve Eisman compares the software selloff to the 2008 financial crisis as Salesforce, ServiceNow, and Adobe trade at historic low valuations.

What's Going On With Bloom Energy Stock Today?

Bloom Energy (NYSE: BE) surges as it expands its Oracle partnership to deploy up to 2.8GW of fuel cell capacity, powering AI and cloud infrastructure demand.

Live On CNBC, Brian Belski Announces Trimmed Oracle Position

Trump Comment Triggers Massive Short Squeeze - Market Deep Into Resistance Zone; JPMorgan Warns Of Risks

Massive Short Squeeze

Oracle Stock Explodes 25% On AI Build‑Out, Bloom Energy Deal

Oracle stock continues ripping higher Tuesday morning as Wall Street scrambles to re‑rate the AI utility story.

Stock Of The Day: Did Oracle Find A Bottom?

Oracle shares are rallying off a price level that has been support. This happened because anxious buyers were outbidding each other.

War, Oil, Chaos—Still Stocks Climb. Jim Cramer Explains Why

Stocks rally despite global conflict. Cramer says low rates are why bulls keep winning, with the S&P 500 nearing its all-time January peak.

Why Bloom Energy Shares Are Trading Higher By 15%; Here Are 20 Stocks Moving Premarket

Bloom Energy (BE) rose in pre-market trading as it announces expanded partnership with Oracle (ORCL). Other gainers include PMNT, SNYR, SNAL, HOTH, HUBC, GPRO, FCHL, SANA, and CRDO. Losers include CMCT, CUE, WHLR, and GCTK.

Bloom Energy, Oracle, SanDisk, Credo Technology And Snap: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices closed higher, with the Dow Jones Industrial Average up 0.6% at 48,218.25.

Bloom Energy Stock Surges On Expanded Oracle Partnership

Bloom Energy shares are trading higher in Monday's after-hours session after the company announces an expanded strategic partnership with Oracle.

Bloom Energy Expands Partnership With Oracle To Support The Rapid Buildout Of Its AI And Cloud Computing Infrastructure; Oracle Intends To Procure Up To 2.8GW Of Bloom's Fuel Cell Systems

Bloom Energy (NYSE:BE), a global leader in power solutions, today announced an expanded partnership with Oracle to support the rapid buildout of its AI and cloud computing infrastructure. Under a master services

Software Stocks Were Called Dead – They Just Had Their Best Day In A Year

The IGV ETF surged 4.9% Monday — its best session since April 2025. Oracle drove 90 basis points of that move single-handedly, accounting for a fifth of the entire sector's gain.

Why Oracle Shares Are Trading Higher On Monday?

Oracle shares rise as tech rebounds from recent selloff, with investors returning amid renewed confidence in AI-driven growth and valuations.

10 Information Technology Stocks Whale Activity In Today's Session

Trump's Hormuz Blockade Sends Oil Past $100, Oracle Jumps 8%: What's Moving Markets Monday?

est Texas Intermediate crude surged past $103 a barrel and Brent topped $101 after President Trump launched a naval blockade of the Strait of Hormuz following failed U.S.-Iran peace talks over the weekend. U.S. equities recovered from a sharp morning selloff by midday, led by software stocks as midday reports of potential Iranian nuclear concessions eased tail risks. Goldman Sachs slid 3.9% on a Q1 revenue miss while Oracle and ServiceNow each surged more than 6%.

SaaS Stocks Try To Recover — 'Software Empire Strikes Back'

SaaS stocks are trying to stage a modest rebound after a rough stretch. Jim Cramer said the "software empire" attempts to strike back.

'Don't Catch A Falling Knife': Veteran Investor Warns On Software Stocks

Investors pivot to "physical AI" like robotics and semiconductors as AI pressures software firms, but analysts remain divided on impact.

Oracle Adds New Tools To Cut Errors And Improve Project Quality

Oracle Edge Customer Summit -- Oracle today announced new Oracle Aconex capabilities that greatly simplify project information review processes and help teams manage Inspection and Test Plans (ITP) to minimize

Facebook 'Engineer' Says He's 'Done With Tech' — SPAC King Chamath Palihapitiya Says High Pay No Longer Means Real Security

A post allegedly from a Meta engineer and comments from Chamath Palihapitiya highlight rising tech job anxiety.

Consumer Tech News (Apr 6-Aug 10): Tesla China Sales Drop, CoreWeave Grabs AI Deal With Meta and Anthropic & More

CoreWeave expands AI cloud leadership with new Anthropic and Meta agreements while simultaneously advancing multi-billion-dollar debt offerings to fund infrastructure growth.

Mythos AI Fears; Energy-Driven High Inflation Data; Markets Bet On An Iranian Off-Ramp

Citron Calls Applied Optoelectronics' Valuation 'Delusional'

Citron Research shorts Applied Optoelectronics, calling its recent 73% surge "delusional." Andrew Left predicts a price drop back to $85.

What's Going On With Oracle Stock Thursday?

Oracle stock slides 4% as traders rotate to high-beta plays; unveils new AI-driven Fusion Agentic Apps for sales, HR, and finance.

Here's How Much $100 Invested In Oracle 20 Years Ago Would Be Worth Today

Oracle Unveils Next-Gen AI Upgrades Across FCCM, Database, And Fusion Applications To Transform Finance, Supply Chain, And HR Operations

Oracle Rolls Out Fusion Agentic Application For HR

Oracle AI World Tour -- Oracle today announced Fusion Agentic Applications for HR. The new agentic applications are powered by coordinated teams of specialized AI agents that are outcome-driven, proactive,

Oracle Expands Financial Crime And Compliance Management Platform With New AI Technology For Case Management, Investigation Workflows

AI World – Oracle continues to strengthen its financial crime and compliance portfolio with new AI capabilities that accelerate investigations, insights, and results. By securing rights to technology from Lucinity,

Oracle Responds To TRC Capital Investment Mini-Tender Offer Of $140/Share For 1M Shares; Oracle Says It Is Not Affiliated With TRC And Does Not Endorse TRC's Mini-Tender Offer As The Offer Is

Americans Are More Productive With AI— But Less Sure About Their Jobs

American worker optimism falls as AI reshapes hiring and job growth slows, Gallup's 2026 workplace report finds.

'Pimco Weighs $14 Billion Debt Deal for Oracle Data Center' - Bloomberg

https://www.bloomberg.com/news/articles/2026-04-07/pimco-said-to-weigh-14-billion-debt-deal-for-oracle-data-center

Microsoft Is Now The Biggest Deadweight On S&P 500 — And Exxon Is What Nvidia Used To Be

Microsoft is the single biggest drag on the S&P 500 this year and all of the Magnificent 7 stocks are deadweight on headline returns. 

Stephens & Co. Reiterates Equal-Weight on Oracle, Maintains $254 Price Target

Stephens & Co. analyst Brett Huff reiterates Oracle (NYSE:ORCL) with a Equal-Weight and maintains $254 price target.

Oracle Brings In Schneider Electric Veteran To Lead Finance

Hilary Maxson joins Oracle as CFO to scale cloud and AI infrastructure. Learn about her background at Schneider Electric and AES Corporation.

Oracle Appoints Hilary Maxson As New CFO Effective April 6

US-Iran War Updates April 3: Trump Says US Could 'Easily' Open Hormuz, Tehran Lets First EU, Japan Ships Transit And More (UPDATED)

Here are the latest developments in the U.S.–Israel–Iran war on Friday at 2:45 AM ET, as the war that began on February 28 continues.

Trump Sons-Backed Drone Company Is Pitching Gulf States Under Iranian Attack — And Ethics Questions Are Starting To Mount

Trump sons' drone company markets defense interceptors to Gulf states amid Iran conflict and U.S. military involvement.

10 Information Technology Stocks Whale Activity In Today's Session

Oracle To Lay Off 475 Employees In Washington, Seattle, Effective June 1

https://esd.wa.gov/employer-requirements/layoffs-and-employee-notifications/worker-adjustment-and-retraining-notification-warn-layoff-and-closure-database

Gavin Newsom Hails Apple's '50 Years Of Innovation' As Tesla, Chevron, McKesson Leave California

Gavin Newsom praised Apple's 50 years of innovation as numerous major corporations and tech billionaires relocate from California.

Elon Musk, Walmart Heirs See Q1 Wealth Gains: Bezos, Ellison, Zuckerberg & Others Hit By Stock Losses

The 10 richest billionaires are worth less after the first quarter of 2026 than they finished 2025 at. Here's a look at the winners and losers of Q1.

10 Information Technology Stocks With Whale Alerts In Today's Session

'Oracle Data Center Nears $16 Billion Financing After Twisty Path' - Bloomberg News

https://www.bloomberg.com/news/articles/2026-04-01/oracle-data-center-nears-16-billion-financing-after-twisty-path

What's Going On With Oracle Stock Wednesday?

Oracle Corp (ORCL) shares gain in premarket trading following news of major layoffs aimed at freeing up cash for AI infrastructure.

Will 2026 See More Tech Layoffs Than 2025? Here's What Prediction Market Is Saying

Oracle Corp and Meta Platforms are cutting job amid increase in AI usage, betting market predicts more in 2026.

Microsoft Reportedly Explores $7 Billion Texas Power Deal With Chevron, Engine No. 1 To Fuel AI Data Center Expansion (UPDATED)

Microsoft has entered an exclusivity agreement with Chevron and Engine No. 1 to explore a reported $7 billion natural gas power project.

Palantir, Tesla, Apple Top Iran Retaliation List: 'A US Company Will Be Destroyed'

Iran could target U.S. tech companies that have military contracts. Here's a list of 18 companies on Iran's list.

Oracle Slashes Workforce To Help Pay For AI Data Centers, Analysts Estimate 30,000 Cuts

Oracle has a solution to expand its AI capabilities: Fire thousands, borrow billions; Polymarket's AI Bubble contract climbs to 22%.

10 Information Technology Stocks With Whale Alerts In Today's Session

What's Going On With Oracle Stock Today?

Oracle rose on expanding federal financial solutions and launching its AI data platform, strengthening its position in government cloud and AI-driven operations.

Live On CNBC, "Oracle Laying Off 'Thousands' Of Employees As It Doubles Down On AI Buildout - Sources"

Oracle Targets Restaurant Industry With New AI Back Office Solution

Oracle launches AI-powered Restaurant Operations platform. Get the latest ORCL stock analysis, technical levels, and analyst price targets.

Oracle And Oracle NetSuite Today Announced Oracle NetSuite Restaurant Operations

'Oracle's Credit Risk Measure Nears Record High on AI-Debt Fears' - Bloomberg

https://www.bloomberg.com/news/articles/2026-03-27/oracle-s-credit-risk-measure-nears-record-high-on-ai-debt-fears

Dow Dives Into Correction As Chance Of Rate Hike Spikes: What Do Prediction Markets Think?

As the Dow hits a correction, CME futures price in a 52% chance of a Fed rate hike. Discover why prediction markets like Polymarket aren't buying it yet.

Meta, Amazon And Big Tech Is Driving A $140 Billion AI Debt Tsunami Spooking Wall Street—JPMorgan Just Stepped In

Meta, Amazon and Big Tech have raised $140B in AI debt, shifting the AI boom into a credit story as JPMorgan launches risk hedging tools.

Citrini's Election Trade Unwinds As Longs And Shorts Converge — Trump Alpha Wiped Out

In March 2024, independent investment research firm Citrini Research — founded in 2023 by James van Geelen — built a long/short market-neutral basket to trade the 2024 U.S. presidential election. The basket held long positions in stocks expected to benefit from a Republican win and short positions in names exposed to Democratic policy priorities.

Why Is Veritone Stock Tanking Friday?

VERI stock drops in premarket trading. Veritone slashes revenue outlook and projects a wider-than-expected EPS loss for fiscal 2025.

Oracle Snaps Up Huge Nashville Office Space To Fuel Growth

Oracle (ORCL) expands Nashville footprint with a new 116K sq ft lease. Get the latest on stock trends and analyst ratings.

Stock Market Today: S&P 500, Nasdaq Futures Drop As Trump Pushes Iran Deal Deadline—Unity Software, Oracle, SoFi Technologies In Focus

U.S. stock futures fell on Friday following Thursday’s sharp sell-off. Futures of the major benchmark indices were lower.

Reported Earlier, Oracle Signs 116,000 Sq Ft Neuhoff District Lease Expanding Nashville Footprint To 2,000 Seats For Cloud And AI Growth