A Barchart report today shows unusually heavy trading in Oracle put options ahead of its earnings due out next Wednesday, June 10, after the market closes. This may signal that investors are bearish.
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(Bloomberg) -- Alphabet Inc.’s surprise $80 billion sale of equity to fund spending on artificial intelligence infrastructure is expected to become the biggest equity capital markets transaction of all time, according to data compiled by Bloomberg.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Andrew Left Found Guilty in Case That Spooked Short SellersAlphabet to Raise $80 Billion in Equity for
The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu
(Bloomberg) -- Bloom Energy Corp., a supplier to Oracle Corp. that’s seen its stock price double in the past two months, doesn’t see a need to sell shares to meet surging demand from data centers, its chief executive officer says.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionStocks Rise on Trump’s Iran Remarks, AI Optimism: Markets Wrap
There's a difference between owning the market and owning the companies inside it, and most savers never notice the gap until it costs them money. For more than a year, the gap hasn't mattered. The S&P 500 has climbed in a nearly straight line, printing record after record, and the laziest ...
(Bloomberg) -- Berkshire Hathaway Inc. will acquire Taylor Morrison Home Corp. in an all-cash deal worth about $6.8 billion, the first major purchase under chief executive Greg Abel and a vote of confidence in America’s housing market. Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixed Signals on
Find insight on Blue Owl, private credit, major cryptocurrencies and more in the latest Market Talks covering financial services.
The company said authorities arrested suspects and seized servers tied to illegal shipments.
(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I
Laffont's fund, Coatue Management, eliminated or reduced several of its notable tech and artificial intelligence positions in the first quarter of the year.
(Bloomberg) -- It began as a concession in private conversations to assuage wary credit analysts looking at Paramount Skydance Corp.’s blockbuster takeover of Warner Bros. Discovery Inc.: a verbal pledge by the Ellison family to do whatever it takes to slash debt at the combined company.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia
ARM stock is climbing to fresh highs after Jefferies argued Nvidia’s Vera CPU momentum could dramatically accelerate Arm’s long-term royalty growth in AI infrastructure.
With inflation still pinching household budgets and energy bottlenecks creating real chokepoints across the U.S. grid, the businesses that physically move molecules from wellhead to power plant have rarely looked more strategic. Pipelines act as literal toll booths in this environment, collecting fees on volumes locked into long-term contracts and insulated from day-to-day commodity price ... Market Uncertainty? This High-Yield Energy Infrastructure Toll Booth Under $30 Is Best Buy Now
(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not
SoftBank shares surged over 30% in two days as OpenAI edges closer to a historic IPO. Here's what investors need to know before buying the stock.
The software giant raised its fiscal 2027 revenue target despite heavy infrastructure spending.
Intuit (INTU) delivered earnings and revenue surprises of +2.59% and +0.45%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
Oracle stock has pulled back substantially from its 52-week high and is trading at an attractive valuation.
OpenAI won its legal tussle with its former backer Elon Musk on Monday. A defeat in the case for OpenAI could have upended its business model and reverberated to all the businesses that have come to rely on its success— Microsoft and Oracle perhaps the most. It could have delayed an IPO that is currently expected as early as this year.
Booed commencement speakers, blocked data centers, plummeting poll numbers: The fast-growing industry has a faster-growing crisis.
The president’s investment accounts had a surge in activity, with more than 3,700 trades in the first quarter.
Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and other asset managers with the U.S. Securities and Exchange Commission. These quarterly 13-F filings, which provide insight into how some major investors reacted to emerging opportunities and new sources of risk or anxiety during the three-month period, show that more than 4,000 of them added to their existing holdings or initiated new positions in a group of nine companies that are big players in the AI infrastructure arena, including Oracle, Arista Networks and Vertiv.
Oracle's stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking ...
Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.
(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi
The networking company said Wednesday that it is launching a restructuring that will cost up to $1 billion in severance, one-time termination benefits and other costs.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...
(Bloomberg) -- Amazon.com Inc. has begun the sale of its first Swiss franc bonds as it looks to raise a record six-part deal in the currency.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’The company is selling debt due in three, six, nine, 12, 18 and 25-years, according to a person f