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Cuts could reach double-digit percentages on some teams, with Oracle aiming to reduce payroll before September 1

With 54 analysts piling into the same corner and Azure crossing a milestone Wall Street almost missed, one overlooked risk buried in Microsoft's balance sheet could change the entire calculus for buyers stepping in now.

The average brokerage recommendation (ABR) for Oracle (ORCL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

A plan for Wall Street to underwrite data center debt partially backed by Nvidia could add fresh fuel — and risk — to the AI boom.

Find insight on Samsung Electronics, Life360, CoreWeave and more in the latest Market Talks covering technology, media and telecom.

Oracle slashed its workforce by 13% in fiscal year 2026.

Bank an upfront income you keep unconditionally, plus the chance to buy the stock for less if its price tumbles.

Investors await the July consumer price index that’s due at 8:30 a.m. ET on Wednesday.

Quantinuum (NASDAQ:QNT) reported second-quarter 2026 revenue of $8 million, up 279% from the prior-year period, in its first earnings call as a public company following its June initial public offering. Chief Executive Officer Raj Hazra said the company is pursuing leadership across quantum hardwar

The “Big Short” investor is betting against AI-linked names while adding to his position in Molina Healthcare.

Microsoft's business is firing on all cylinders, yet its stock has lagged its peers. The market is either seeing a problem ahead or offering a rare opportunity.

Oracle just hit a fresh 52-week low, while its AI backlog is exploding.

The market has punished this software giant’s stock as if its business model were cracking, yet its financial engine continues to run with remarkable efficiency.

Quantinuum reports higher-than-expected revenue and issues an upbeat annual outlook, though the stock barely budges.

Here’s a way to get paid a cash income now on your ADP shares, income you keep no matter what, in exchange for capping your gains at a price above today's.

Michael Burry is short Nebius Group N.V. (NASDAQ:NBIS) at $211.77, describing his latest bearish bets as “a bit like shooting fish in a barrel.” The Big Short investor disclosed the trade on his Substack last week alongside a short on...

Oracle and Quantinuum have partnered to deploy the Helios trapped-ion quantum computer directly inside an Oracle Cloud (OCI) data center, offering enterprise clients seamless hybrid quantum-AI cloud computing.

Bloom Energy's massive time-to-power advantage has sent the stock soaring.

Quantinuum and Oracle on Tuesday announced a multi-year partnership aimed at bringing quantum computing ‌capabilities to Oracle's cloud platform, as technology firms ‌race to commercialize the nascent technology. Financial terms of the partnership and a ​deployment date were not disclosed. Here are some details: • Under the deal, Oracle Cloud Infrastructure customers will gain access to Quantinuum's Helios quantum computer through OCI's quantum service, allowing them ‌to combine quantum computing ⁠with Oracle's graphics-processing and high-performance computing services.

NVIDIA just picked a side in the AI cloud wars, and the market responded by punishing one company while rewarding another. Find out why one neocloud surged while a giant stumbled when billions in fresh capital started moving.

Even owning TikTok may not be enough to save Oracle stock.

Oracle just posted numbers that sent its backlog into record territory, yet the stock sits near a 52-week low. Whether that gap represents a generational buying opportunity or a debt-fueled trap depends on one question the market has not yet answered.

Investing.com -- The Trump administration removed restrictions on TikTok use on federal government devices Monday after determining the social media app no longer presents a national security threat following the transfer of its US operations to American investors.

Two newly public quantum computing companies are about to report earnings. Their results will test the appetite for the budding technology that has captivated some corners of Wall Street.

ORCL's AI infrastructure bet is driving rapid cloud growth and huge contracts, but soaring spending and debt raise balance-sheet risks.

MSFT's AI data center push is driving strong cloud growth, but soaring capex is testing margins, cash flow and the durability of returns.

Everpure stock jumped following news that the data storage company has landed its second "design win" with a cloud giant.

Intel could price the offering at around $95 per share or above, according to Bloomberg’s sources, which would be a 6.5% discount from Friday’s stock price.

(Bloomberg) -- Intel Corp. is seeking to increase the amount it’s raising in a share sale to about $20 billion, according to people familiar with the matter, a third more than it was targeting when it announced the deal Monday morning.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling $56 Billio

Salesforce stock has fallen to a price floor that has launched powerful rallies before, forcing investors to decide if the company's booming AI business can overcome its current challenges.