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Update: US Equity Indexes Drop as Sharp Sell-Off in Semiconductor Heavyweights Sinks Technology While Crude Oil Surges
(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news…
Oracle Insider Buys $3.5 Million in Stock Amid OpenAI Swings
Oracle director Stephen Rusckowski bought 25,000 shares as reports about OpenAI’s revenue fueled swings in the cloud provider’s stock. Continue Reading
Market Chatter: Oracle Exploring Trucking Natural Gas to Project Jupiter in New Mexico
Oracle (ORCL) is considering trucking compressed natural gas to its Project Jupiter data center in N PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Oracle stock falls on more debt to fund AI chip buying, OpenAI revenue disclosure
Oracle (ORCL) stock fell 5% on Thursday following OpenAI disclosing softer revenue as well as a Wall Street Journal report detailing how the enterprise cloud provider and other tech companies are preparing to tap debt markets to fund the o…
Oracle stock falls on more debt to fund AI chip buying, OpenAI revenue disclosure
Oracle (ORCL) stock fell on Thursday following a Wall Street Journal report detailing how the enterprise cloud provider and other tech companies are preparing to tap debt markets to fund the ongoing AI infrastructure build-out. Oracle is r…
Oracle stock falls on more debt to fund AI chip buying, Open AI revenue disclosure
Oracle (ORCL) stock fell on Thursday following a Wall Street Journal report detailing how the enterprise cloud provider and other tech companies are preparing to tap debt markets to fund the ongoing AI infrastructure build-out. Oracle is r…
Oracle uses natural gas trucks to power data centers - report
Investing.com -- Oracle Corp. is delivering natural gas by truck to several data centers to maintain construction schedules while waiting for pipeline infrastructure to be completed, according to a Bloomberg report Thursday. Before you buy…
JPMorgan’s AI basket represents 49% of the S&P 500
[Close-up text of AI - artificial intelligence, machine learning concepts, and agentic AI technology.] MF3d/iStock via Getty Images A single investment theme is once again closing in on half the U.S. stock market. A JPMorgan basket of 41 c…
Trump's top August holdings fall short of bullish Quant ratings
[Stock Market Ticker Display] bymuratdeniz U.S. President Donald Trump executed 517 securities trades in August totaling between $74.3M and $273M, with the activity led by portfolio reallocations into major technology companies and other l…
Oracle, Microsoft shares decline as OpenAI's ARR is called into question
[Woman using Artificial Intelligence assistant on the smartphone - DeepSeek, Chat GPT, Google Gemini] * Oracle (OPENAI [https://seekingalpha.com/symbol/OPENAI]) and Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) shares declined sh…
AstraZeneca (AZN) Seeks FDA Approval for New Lung Cancer Treatment. Can It Fuel Oncology Growth?
AstraZeneca PLC (US) (NYSE:AZN) is on the cusp of unlocking a new growth engine in lung cancer treatment. On September 29, Reuters reported that the company has applied to the US Food and Drug Administration for approval of ORPATHYS-TAGRIS…
NOW is Overvalued at 28.92X P/E: Buy, Sell or Hold the Stock?
ServiceNow NOW shares are trading at a premium, as suggested by a Value Score of F. In terms of the forward 12-month price/earnings (P/E), NOW is trading at 28.92X, higher than the broader Zacks Computer and Technology sector's 21.39X. Ser…
YC-backed Oximy Names Former Oracle, Cox, Notion and Twitter Leaders to Advisory Council
Oximy Logo San Francisco, CALIFORNIA, Oct. 08, 2026 (GLOBE NEWSWIRE) -- Oximy, a Y Combinator-backed platform for AI governance and value measurement, today announced the appointment of Mark Sunday, Greg Morrison, Patti Degnan and Adam Mes…
AI's debt-fueled boom: Who's paying for the buildout?
The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian break down how the AI infrastructure boom is driving companies to seek billions in debt financing to fund chip purchases, data centers, and computing capacity. The panel examine…
ScaleNorth Announces Gold Sponsorship of SuiteWorld 2026
Leading NetSuite advisory, implementation, and BPO services provider to sponsor NetSuite's annual user conference SANTA ANA, Calif., Oct. 8, 2026 /PRNewswire/ -- ScaleNorth today announced that it is a gold sponsor of SuiteWorld 2026, Orac…
Latest News In Energy Transition - Oracle Powers Up with Scout's Wind Energy Partnership
In a significant development within the energy transition landscape, Scout Clean Energy has signed a Virtual Power Purchase Agreement (VPPA) with Oracle for the Ranchero Wind Farm in Texas. This agreement represents a key component of Orac…
Oracle and these 6 stocks are newest addition to Mizuho Top Picks list
Investing.com -- Mizuho Securities added software company Oracle Corp to its Top Picks list as a No. 1 pick, setting a $320 price target that is 25% above Bloomberg consensus on surging demand for its artificial-intelligence cloud services…
NetApp (NTAP) Wins An Analyst Upgrade, Is It 19% Overvalued?
NetApp (NTAP) has just caught fresh attention after a positive analyst upgrade that follows a run of AI focused product launches, cloud partnerships, and data sovereignty services that are reshaping how the business is being viewed. Recent…
Application Virtualization Market to Reach US$10.9 Billion by 2032 at 16.3% CAGR, Driven by Remote Work and Hybrid Cloud
Company Logo Up from US$3.8 billion in 2025, with solutions growing fastest at 18.0% CAGR and China at 15.5%. Key players include Microsoft, Oracle, Google and Red Hat. Dublin, Oct. 08, 2026 (GLOBE NEWSWIRE) -- "Application Virtualization…
Michael Burry says Microsoft uses spending metrics ‘as a lever’ to get its way
lcva2 Investor Michael Burry is questioning whether Microsoft’s (MSFT [https://seekingalpha.com/symbol/MSFT]) massive spending spree is being driven by necessity, arguing the company may be using its financial figures “as a lever to get wh…
Broadcom Holds Early Talks About Financing Deal for OpenAI Chips
(Bloomberg) -- Broadcom Inc., fresh off the launch of a $60 billion debt financing to help fund Anthropic PBC's artificial intelligence build-out, is already sketching out plans for its next blockbuster deal. Most Read from Bloomberg Apple…
Broadcom, Oracle, and SpaceX pursue blockbuster debt deals amid AI buildout - WSJ
Investing.com -- Major artificial intelligence players, including Broadcom Inc (NASDAQ:AVGO), Oracle Corporation (NYSE:ORCL), and SpaceX (NASDAQ:SPCX), are in talks to secure blockbuster private debt deals worth tens of billions of dollars…
Market Chatter: Broadcom, Oracle, SpaceX Seek Financing for AI Chip Purchases
Broadcom (AVGO), Oracle (ORCL) and SpaceX (SPCX) are in talks with lenders to arrange financing for PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium ne…
IT Operations Analytics - Global Strategic Business Report: Capitalize on 35.2% CAGR to US$157.7 Billion by 2030 as IBM, Microsoft, Oracle, Splunk and HPE Disrupt IT Operations
Company Logo Boost ROI with AI-driven predictive analytics, automated root-cause analysis and cloud-based ITOA to prevent downtime, optimize resources and strengthen resilience. Dublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- "IT Operations Anal…
Digital Transformation - Global Strategic Business Report: Capitalize on the US$3.7 Trillion Market by 2030 as Microsoft, IBM, Accenture, Oracle and SAP Disrupt Enterprise ROI
Company Logo Boost ROI with cloud, AI, analytics and IoT to streamline operations, personalize customer experiences, enable subscription models and uncover new revenue opportunities. Dublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- "Digital Trans…
EMCOR vs. IES Holdings: Does a $691 Million Deal Change the Better Buy?
Data-center construction is lifting earnings for EMCOR Group, Inc. (NYSE:EME) and IES Holdings, Inc. (NASDAQ:IESC). Yet the faster-growing company also just changed its business and financing profile. That makes this a choice between prove…
Is Advanced Micro Devices Inc. (AMD) Right to Bet $8.2 Billion on the Future of Physical AI?
Advanced Micro Devices, Inc. (NASDAQ:AMD) has set its sights on gaining early visibility into workloads that could define the next generation of artificial intelligence chips. On September 28, the company inked a deal to acquire World Labs…
Oracle (ORCL) Health Data Breach Exposes Nearly 20 Million People
Oracle (NYSE:ORCL) reported a major cybersecurity breach in its healthcare unit affecting nearly 20 million people across the United States. Exposed data includes Social Security numbers, home addresses, and medical details for patients, w…
Insiders Are Buying These 2 ‘Strong Buy’ Stocks With Over 60% Upside
Insider activity can provide investors with useful clues about how corporate leaders view their own companies. Executives and directors have firsthand knowledge of their businesses, making their disclosed stock transactions worth following…
Scout Clean Energy Announces PPA with Oracle for Texas Wind Energy Farm
Scout Clean Energy BOULDER, Colo., Oct. 07, 2026 (GLOBE NEWSWIRE) -- Scout Clean Energy ("Scout"), a leading North American renewable energy developer, owner, and operator, today announced the signing of a Virtual Power Purchase Agreement…
Data Virtualization - Global Strategic Business Report: Capitalize on the Surge From $6.1 Billion to $21.7 Billion by 2032 as Denodo, IBM, Informatica, Microsoft, and Oracle Redefine Data ROI
Company Logo Cut data integration costs and IT workloads while accelerating real-time insights through unified access across cloud, on-premises and IoT sources. Dublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- "Data Virtualization - Global Strate…
Salesforce Stock Falls 15% YTD: Should Investors Keep Holding CRM?
Salesforce, Inc. CRM has had a rough year. The stock has declined 15.1% year to date (YTD), sharply underperforming the Zacks Computer and Technology sector, which has gained 25.6% over the same period. Still, Salesforce's weakness should…
Snowflake Stock Rallies 34% in a Year: Should You Buy, Sell, or Hold?
Snowflake's SNOW shares have soared 34.2% over the trailing 12-month period, outperforming the Zacks Computer and Technology sector's 27.1% gain and the Zacks Internet Software industry's 3.2% decline. The company's shares have also outper…
Meta’s Enterprise Push Could Turn AI From a SaaS Feature Into a SaaS Competitor
Meta Platforms, Inc. (NASDAQ:META) launched the Meta Enterprise Platform on September 28 as a new business pillar focused on its AI technology stack. The platform will give businesses and developers access to tools such as the Meta Busines…