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Bloomberg26d agoneutral
UBS Trading Desk Says Buy Momentum Stocks as Selloff Nears End

(Bloomberg) -- The sharp selloff in momentum stocks may be nearing its end, creating an opportunity for investors to start rebuilding positions in artificial intelligence and semiconductor shares, according to UBS’ trading desk. Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeThousands of Truck

Investing.com26d agoneutral
Burry covers half of his Oracle short bet

Oracle shares are a direct focal point: the stock touched a fresh 52-week low of $121.50 on Friday, July 18. That level sits roughly 63% below Oracle's all-time high of $345.72, a collapse that has made Burry's trade one of the more consequential short calls of 2026.

The Massive Supply Deals Feeding the AI Frenzy Are No Sure Thing
The Wall Street Journal26d agoneutral
The Massive Supply Deals Feeding the AI Frenzy Are No Sure Thing

Contracts to supply computing power for artificial-intelligence calculations have become such a fixture of the craze that whole industries have begun reorganizing around them. AI suppliers say these arrangements give them unprecedented visibility into their future revenue, allowing them to wow investors with promises of bumper sales and profits ahead. Memory suppliers and their customers have sought out longer-dated deals in recent months.

Bloomberg29d agoneutral
Hyperscalers Are Dragging Down Bond Gauges Across Global Markets

(Bloomberg) -- The bonds sold by hyperscalers to fuel their artificial intelligence ambitions have become a drag on investor portfolios from London to Tokyo.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to Taco Bell Lettuce From MexicoFrom fa

Workers just sent AI companies an ultimatum
TheStreet33d agoneutral
Workers just sent AI companies an ultimatum

Since the AI hiring correction took hold, tens of thousands of employees have watched their jobs disappear, despite the companies that cut them posting some of the strongest earnings in their history. Oracle (ORCL) eliminated 21,000 positions over the past year, even as its full-year adjusted ...

Mark Cuban has strong words on AI companies and job losses
TheStreet34d agoneutral
Mark Cuban has strong words on AI companies and job losses

Oracle's annual filing cited AI adoption among the drivers of 21,000 job cuts in fiscal 2026. Snap cut 1,000 people and the CEO said rapid AI advances meant a smaller team could do the same work. At college graduation ceremonies this spring, speakers who brought up AI got booed. By May, Challenger, ...

Oracle’s stock split history explained
TheStreet34d agoneutral
Oracle’s stock split history explained

Oracle’s stock performance from the 1980s pushed the tech giant to split its shares. Its fortunes rose and fell during the dot-com era, and then picked up again in recent years with the popularity of artificial intelligence. Here’s how many times Oracle — whose foundational business was ...

Oracle’s dividend history: Payout ratio and dividend yield
TheStreet36d agoneutral
Oracle’s dividend history: Payout ratio and dividend yield

Oracle has expanded in recent years from providing database software management to cloud computing, which has been its biggest contributor to sales. In its fiscal 2026 year, the tech giant posted net income of $17 billion on revenue of $67 billion, with its cloud business accounting for just a ...

UK to regulate cloud service providers Microsoft, Google and others to protect financial stability
Reuters36d agoneutral
UK to regulate cloud service providers Microsoft, Google and others to protect financial stability

LONDON, July 10 () - Britain has designated cloud service providers Microsoft, Google, Amazon and Oracle as ‌critical third-party suppliers to its financial sector, bringing them ‌under direct regulatory oversight. The move is aimed at strengthening the resilience ​of financial firms by reducing the risk of widespread disruption from cyber attacks or technology outages.

Bloomberg36d agoneutral
Big Tech Doubles Debt Load to $350 Billion in AI Spending Spree

(Bloomberg) -- The largest builders of artificial intelligence data centers have doubled their debt load in the last five years, turning to borrowing to finance an unprecedented spending spree they claim is needed to transform the economy. Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsZuckerberg Pledges ‘Aggressive’ Pricing With Meta’s First Pay-to-Use AITrump Vents Anger With Iran and

Bloomberg37d agoneutral
Starbucks Taps AI to Reduce Reliance on Microsoft, IBM Software

(Bloomberg) -- Starbucks Corp. is developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft Corp. and International Business Machines Corp.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Se