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Palantir Technologies PLTR has gained roughly 42% over the past three months, reflecting growing investor confidence in the company's artificial intelligence strategy, accelerating commercial adoption and expanding government presence. Whi…
Centrilogic has appointed Dominic Cristelli, a former Global Leader for Strategic Partnerships at Microsoft, as Chief Revenue Officer to lead its AI-driven growth in North America. With extensive experience helping organizations transition…
This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the database and AI cloud provider, faces a tougher market for funding its AI buildout. Shares fell nearly 7% to $134.605 at 10.28am ET time on Thursday morning. Investors want…
This article first appeared on GuruFocus. Oracle Corp. (ORCL, Financials), the software giant making a major push into AI infrastructure, has disclosed a new insider sale at an interesting time for the company. Warning! GuruFocus has detec…
This article first appeared on GuruFocus. Software and cloud computing giant Oracle Corp. (ORCL, Financials) is getting a feel for just how costly the AI boom can be. Warning! GuruFocus has detected 6 Warning Signs with ORCL. Is ORCL fairl…
This article first appeared on GuruFocus. Oracle (NYSE:ORCL), the database and AI-cloud infrastructure provider, fell approximately 1.4% to $142.84 Tuesday as investors looked past the company's enormous AI backlog and focused instead on w…
This article first appeared on GuruFocus. Oracle (NYSE:ORCL) received a lower price target from BMO Capital despite another explosive quarter for its cloud infrastructure business, highlighting a growing investor tension around the AI trad…
The stock market fell as oil prices and Treasury yields soared, but rebounded Friday on the CPI inflation report. Apple, Oracle, Meta were key movers. Continue Reading
Workday, Inc. WDAY combined second-quarter earnings beat with faster AI adoption and a higher margin outlook. Attention now turns to whether those trends can support fiscal 2028 growth. The central issue is monetization. Core subscription…
Workday, Inc. WDAY is pairing double-digit subscription growth with faster AI adoption and improving profitability. Those trends strengthen the long-term business case as recurring demand remains durable. The investment decision is less st…
Workday, Inc. WDAY shares have gained 49.7% in the past three months, sharply outpacing the broader market. The move puts the durability of the advance in focus as investors weigh stronger operating results against the speed of the recent…
A short week on the stock market sees the start of the Treasury's yield-management strategy, along with news from Apple, Oracle and Adobe. Continue Reading
Strong US jobs data has kept the prospect of further Federal Reserve rate hikes firmly on the table, which keeps pressure on companies that rely too heavily on cheap borrowing. That is exactly why investors are paying closer attention to b…
Energy prices remain sensitive to Middle East risks, which keeps inflation in focus and puts even more attention on companies building smarter, more efficient systems powered by artificial intelligence. That creates a potential opening for…
Image from Pixabay International Business Machines (IBM) used to hand investors a single number that made its AI push easy to check: the running dollar value of the generative-AI work it had won. That number is missing from the July 2026 c…
Oracle stock climbed for a third consecutive day Friday as the enterprise technology giant prepares to release its earnings. Continue Reading
Opti9 Technologies has recently expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business. This transaction enhances Opti9's cloud services and geographic reach within Canada, allowing customer…
Investing.com -- ByteDance secured a $29.6 billion loan from nearly 30 banks on Friday, Reuters reported on Friday. The Chinese social media company's focus on artificial intelligence development attracted strong interest from lenders. The…
From an economic standpoint, the nation’s fiscal status has been turned upside down—from a federal budget swimming in surpluses to one deeply in deficit, despite the U.S. not being in recession or officially at war. Since then, the world h…
Snowflake SNOW reported second-quarter fiscal 2027 non-GAAP earnings of 62 cents per share, up 77.1% year over year and surpassed the Zacks Consensus Estimate by 37.78%. Revenues of $1.55 billion increased 35.1% and beat the consensus mark…
Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite redu…
As interest rates rise, bonds are becoming a drag on investment portfolios. There is no quick fix for the problems bedeviling the bond market, whether persistent inflation, rising government debt, or the torrent of issuance by corporate bo…
Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite redu…
As interest rates rise, bonds are becoming a drag on investment portfolios. There is no quick fix for the problems bedeviling the bond market, whether persistent inflation, rising government debt, or the torrent of issuance by corporate bo…
From commerce to culture, software is digitizing every aspect of our lives. The undeniable tailwinds fueling the industry have also led to strong returns for SaaS stocks lately as they've gained 47.6% over the past six months, outpacing th…
Photo by Oberon Copeland @veryinformed.com on Unsplash Here is a way to collect a steady income stream from Intuit right now, which you keep no matter what, while lining up a chance to own this financial-tech powerhouse at a deep discount…
Photo by Mohamed_hassan on Pixabay Get paid a healthy income upfront for simply agreeing to buy this tech stalwart at a deep discount, an income you keep even if the stock never drops to your price. International Business Machines (IBM) ha…
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Oracle(NYSE:ORCL) could become a weak link in the AI boom if OpenAI runs into trouble, according to Council on Foreign Relations senior fe…
Quick Read One trader pocketed $36 million unwinding two bullish MSFT call spreads spanning 30,000 contracts that still had over a year until December 2027 expiry. Azure hit a $100 billion run rate growing 43% year over year, yet Microsoft…
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Oracle (ORCL), which belongs to the Zacks Computer - Software industry. This software ma…
Amazon's AMZN $5.3B Saudi Arabia bet is generating fresh buzz on Wall Street this week, as AWS confirmed that its first cloud infrastructure region in the Kingdom of Saudi Arabia is on track for launch by December 2026. The announcement, m…
The global optical transceiver market is experiencing significant transformation, propelled by the increasing convergence of artificial intelligence (AI) and high-speed optical networking. Recent developments highlight substantial investme…
Central banks are talking tougher on inflation, and higher interest rates can keep pressure on traditional risk assets. At the same time, investor interest in digital assets and the technology behind them has not disappeared. That mix of t…
Diraq is deploying a quantum computer directly into a commercial data center, marking a real-world example of hybrid computing. Continue Reading
Oracle (NYSE:ORCL) is highlighted as a key vendor in new third party market research on enterprise blockchain and 5G edge cloud networks through 2030. The reports position Oracle among leading providers of digital infrastructure that under…
Snowflake SNOW is set to release second-quarter fiscal 2027 results on Sept. 2. The Zacks Consensus Estimate for second-quarter fiscal 2027 earnings has remained steady at 45 cents per share over the past 30 days, indicating a 28.57% year-…