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Microsoft's Azure outlook stays strong ahead of fiscal Q4 results as AI demand outpaces capacity and new platform launches test margin durability.

A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.

Alphabet stock sank after earnings because of the company’s Al capex. The punishment ignores what all that money is for: Google Cloud’s AI servers.

What a difference that cash flow makes!

DTE's Q2 results are likely to reflect grid investments, data center demand and rate-base growth, while higher financing costs could pressure earnings.

Bloom Energy reports Q2 earnings on July 28. See what analysts expect, how Q1 records raised the bar, and why Oracle and Brookfield deals matter.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.56%. September E-mini S&P futures (ESU26 ) are up +0.65%, and September E-mini Nasdaq futures...

Tech stocks are trying to take advantage of falling rates.

Wall Street stocks are predicted to open sharply higher on Monday as a pause in US and Iranian attacks sent oil prices tumbling ahead of a massive week for markets, including a Federal Reserve meeting and earnings from several tech megacaps. Dow Jones futures were up 568 points, or 1.1%,...

Oracle is set to report Q1 earnings, with analysts expecting double-digit year-over-year EPS growth.

Oracle has significant debt, and one of its top customers might struggle to meet its obligations.

Burry highlighted data compiled by Bloomberg that showed that Alphabet, Microsoft, Amazon, Meta, Oracle, Micron, and Tesla detracted from the benchmark S&P 500 index's performance since the start of June.

The early earnings loser is Alphabet’s stock, Trump set to propose new tariffs, what the Fed got wrong, and more news to start your day.

Despite the futures rebound, retail investors remain cautious. Stocktwits data showed retail sentiment is ‘bearish’ on SPY and QQQ.

FTSE 100 up 78 points at 10,814 Oil prices drop as US and Iran pause strikes AstraZeneca and Vodafone report as results season ups a gear 4.07pm: London blue-chips at highest since war started London stocks are back at their highest level since the first weekend of the Iran war,...

Markets will be watching out for quarterly results from Amazon, Apple, Meta and Microsoft this week.

Nvidia was in talks to provide a roughly $250 billion backstop for OpenAI as part of a massive data-center project, The Wall Street Journal reported. The deal would help Oracle as well.

Tech, AI and earnings drove a busy week across software and chips sectors.

Nvidia is in talks to provide a roughly $250 billion financing ‌for OpenAI as part of a ‌massive data center project, The Wall Street Journal reported ​on Sunday. The guarantees from Nvidia would help the ChatGPT maker lease a 10-gigawatt project that SoftBank's energy subsidiary is developing in southern Ohio, ‌the newspaper said, ⁠citing people familiar with the matter. Nvidia, OpenAI and U.S. Commerce Department did not respond to requests for comment outside ‌regular business hours.

A 10-year award covering the entire U.S. military landed on a stock that has stopped caring about contracts.

State attorneys general, led by California AG Rob Bonta, plan to ask for a trial in 2027 -- after the midterm elections.

Larry Ellison's fortune, Oracle's stock, and Hollywood's biggest merger are now deeply intertwined -- and investors should understand why the outcome could matter far beyond the entertainment industry.

Iran's conflict is spiking oil prices and rattling markets, but a quieter energy threat is already reshaping how Americans pay their utility bills, and Big Tech may be the one responsible.

Stocks fell as investors weighed AI CapEx concerns, Oracle's credit downgrade, Netflix and Tesla earnings, and upcoming Fed and Magnificent 7 reports, plus stock picks across sectors.

Oracle Corporation (NYSE:ORCL)’s shares are among the most troubled in the market when it comes to AI investing. They have been on a wild ride in 2026 and are down by 41% year-to-date after having gained 27% until June 1st. Cramer has also discussed Oracle Corporation (NYSE:ORCL) several times in 2026. For instance, on July […]

AI data centers are putting pressure on the US power grid, making grid equipment manufacturers, apart from chipmakers, direct beneficiaries of the AI buildout. US data center power consumption is expected to increase 22% in a single year, with total grid demand almost tripling to 134.4 GW by 2030. Hyperscalers such as Amazon, Google, Microsoft, […]

As states begin to regulate data center development, Oracle faces a challenge it cannot control.

The U.S. Department of Defense has entered an aggressive new era of spending this year. Before launching into its massive new tech overhauls, it kicked off the momentum with a $266 million firm-fixed-price contract awarded to Rocket Lab for 12 suborbital launches. But aerospace isn't the only ...

The market and the covering analysts are more than $130 apart on this stock.

The White House is expanding its voluntary Ratepayer Protection Pledge for AI data centers, adding nearly 200 utilities, governors, electricity cooperatives, public power providers and developers to the initiative, according to a White House official who confirmed the move to...