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Oracle (NYSE:ORCL) plans to reduce its workforce by about 13%, or roughly 21,000 employees, in fiscal 2026 as part of a broad restructuring. The company reported its largest-ever quarterly results alongside an AI focused expansion and a contracted backlog that now exceeds its market value. Oracle is preparing to raise up to $50b in new capital to fund AI infrastructure, with more than half of its backlog estimated to be tied to OpenAI related commitments. Oracle enters this restructuring...

Companies positioned across clean power generation, fuel-cell technology, natural gas transition assets, and renewable infrastructure are drawing increased attention as their earnings outlooks improve.

Oracle's total workforce declined ‌by about 13%, ‌or 21,000 employees, in ​fiscal 2026, as the cloud computing giant continued restructuring ‌its business, ⁠partly driven by the adoption ⁠of AI across its operations. The company ​had a ​total ​workforce of ‌141,000 as of May this year, compared with about 162,000 in May 2025, ‌according to ​its annual ​report ​released on ‌Monday.

Oracle just surpassed Microsoft in terms of the absolute size of its RPO, but real risks continue to haunt investors.

On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750 billion on this AI build out just this year,” she said, and most of that money is now coming from the bond market ... Big Tech’s $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market

Oracle (NYSE:ORCL) just reported its biggest quarter ever. Q4 FY2026 revenue hit $19.18B, cloud infrastructure ran +93% YoY, and remaining performance obligations exploded to $638 billion. Yet shares sit at $184.29, down 4.87% YTD and 11.73% over the past year. The market is wrestling with what Oracle has become: a capital-intensive AI infrastructure provider. Can shares ... Can Oracle Reach $800 Per Share by 2030? Here’s How It Can Happen

Alphabet (NASDAQ:GOOGL) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today. Caught in the same theme, Amazon (NASDAQ:AMZN) stock is down 4% to around $234. Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) shares are also lower, though by smaller ... Alphabet Sinks 6%, Amazon Slides 4% Amid AI Capex Anxiety Across the Hyperscalers

Stripe has promoted chief revenue officer Eileen O'Mara to vice chair — effectively making her the payment giant's top exec besides the founding Collison brothers.

Oracle Corporation (NYSE:ORCL) is one of the Best Data Center Stocks That Are Cheaper Than the S&P 500. Recently, on June 15, Mizuho reiterated an Outperform rating on Oracle Corporation (NYSE:ORCL) with a price target of $320. The rating comes after the company reported record quarterly revenue during its fiscal Q4 2026 earnings. ​During the […]

Intuit gains momentum in the $90B mid-market with AI-powered QuickBooks, financing tools and workforce solutions as adoption accelerates.

Here’s a way to collect an attractive upfront premium from Adobe now, which immediately lowers your effective entry price while lining up a chance to own this creative software giant at a price well below today's.

PENG tops ORCL in this AI infrastructure faceoff, backed by AI/HPC momentum, memory growth and lower capital intensity.

Oracle’s remaining performance obligations (RPOs) now exceed those of Alphabet and Microsoft and have also surpassed the company’s own market value.

Oracle’s earnings report shows spending on data centers and AI infrastructure isn’t slowing down.

Oracle Corp. stock fell after its June 10 earnings release, even as operating cash flow rose from negative free cash flow. It also projects 25% higher capex next fiscal year, and a $20 billion equity raise.

A record rush to raise cash is bankrolling the AI build-out. But the companies tapping the market aren't all in the same financial shape.

Chip stocks are still hot, but one ETF stands out as the better choice given current conditions.

Oracle Corporation (NYSE:ORCL) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. During the episode, a caller inquired about the stock, and Cramer replied: It’s got so much debt. See, that’s a problem… Like, Vertiv doesn’t […]

Microsoft Corporation (NASDAQ:MSFT) is one of the best falling stocks to invest in, according to analysts. On June 17, Microsoft Corporation (NASDAQ:MSFT) stock edged lower amid reports it had abandoned plans to lease an Oracle Data center. The tech giant has reportedly withdrawn from a deal that might have been worth more than $3 billion […]

CPI FIM (BDL:ORCL) recently drew investor attention after a daily share move that left returns mixed, with the stock down 4.5% over one day but slightly higher over the past month. See our latest analysis for CPI FIM. Zooming out, CPI FIM’s recent 6.33% 7 day share price return contrasts with its weaker year to date share price return. The 3 year total shareholder return of 108.96% hints at longer term resilience. If CPI FIM’s moves have you thinking about what else is out there, this could...

Wall Street has a new favorite trade: lending money to artificial intelligence. NVIDIA, Alphabet, Amazon, and Oracle have all rushed into debt markets to raise hundreds of billions of dollars to fund data centers, chips, and AI infrastructure. Investors have been lining up to buy, and the demand ...

DTE Energy (NYSE:DTE) is approaching its 52-week high after a strong first half of 2026, and the hyperscaler tailwind keeps building. With shares at $147.19 and a 52-week high of $153.72, our 24/7 Wall St. price target points to $155.41 by year-end 2026, implying roughly 10.76% upside on a 12-month view. The recommendation is buy ... Nearing 52-Week High, This is Where DTE Energy Will End The Year

Kelly Kinzer, the company's global head of construction and surety, told Bloomberg that securitisation products – which would channel data centre risk to a wider base of investors – do not yet exist in any meaningful form.

If peace does indeed hold, there will likely be a continuing market rally in the weeks ahead. It’s a big deal. Meanwhile, Oracle Corp. (ORCL) reported earnings recently into a market that had recently soured on the AI trade after Broadcom Inc. (AVGO) earnings the week before, writes Tom Hutchinson, editor of Cabot Income Advisor.

GitLab's rapid revenue growth and Oracle's robust margins highlight two distinct approaches to digital transformation and risk management.

(Bloomberg) -- Meta Platforms Inc. has secured new agreements to get AI computing power from data center developer Crusoe, bolstering the infrastructure it needs to support an ambitious artificial intelligence expansion.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USNYC Greek Eatery Ki

Salesforce (NYSE: CRM) and Oracle (NYSE: ORCL) both delivered fresh earnings inside a three week window, and the contrast is striking. Salesforce sells AI agents that sit on top of customer data. Oracle sells the cloud plumbing those agents increasingly run on. Both are leaning into generative AI, but the way each one funds, prices, ... Oracle vs. Salesforce: Which Tech Giant Is The Better Buy?

$1.3 trillion S&P 500 companies reported that level of capex for 2025, according to data compiled by S&P Global Market Intelligence. That figure includes $412 billion for just five large hyperscalers: Alphabet, Amazon, Meta, Microsoft and Oracle.

Oracle's AI spending plans rattle investors, but strong cloud growth, AI demand and ETF exposure keep the tech giant in focus.

The 24/7 Wall St. price target for Advanced Micro Devices (NASDAQ:AMD) is $561.83 over the next 12 months. With AMD trading at $507.29 after a brutal 7.3% single-day reset on June 16, our proprietary model still points to roughly 10.75% of upside from here. Our recommendation is buy, with a confidence level of 90%. The ... UP 280% YTD, Will AMD’s Rally Continue?