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Oracle says details in report of failed Microsoft cloud deal 'inaccurate'
Reuters60d agoneutral
Oracle says details in report of failed Microsoft cloud deal 'inaccurate'

Oracle said on Tuesday that details in a Business Insider report on the ‌collapse of its discussions with Microsoft over a ‌potential leasing deal were inaccurate. The report had said that Microsoft's discussions ​with Oracle regarding a cloud infrastructure leasing deal have fallen apart due to security and compliance concerns. Microsoft did not immediately respond to a request for comment on the report, ‌which cited people ⁠familiar with the matter.

Increasing Investor Concerns Dragged Oracle (ORCL) Lower
Insider Monkey61d agoneutral
Increasing Investor Concerns Dragged Oracle (ORCL) Lower

Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s institutional Class shares fell –6.05%, outperforming the S&P Global 1200 Information Technology Index, which declined –6.57%. Positive performance was mainly due […]

DTE Energy Emerges as a Top AI Infrastructure Beneficiary
24/7 Wall St.61d agoneutral
DTE Energy Emerges as a Top AI Infrastructure Beneficiary

Our 24/7 Wall St. price target for DTE Energy (NYSE:DTE) is $161.25 over the next 12 months, implying 9.38% upside from the current price of $147.42. I rate DTE a buy with high confidence. The hyperscaler data center pipeline, expanded capital plan, and constructive Michigan regulatory backdrop give this defensive utility a credible path to ... DTE Energy Emerges as a Top AI Infrastructure Beneficiary

Bloomberg61d agobullish
STMicro Eyes $1.5 Billion Convertible Bonds After AI-Fueled Jump

(Bloomberg) -- STMicroelectronics NV is looking to raise $1.5 billion from selling debt that can be exchanged into equity after the chipmaker’s shares tripled in value so far this year. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It Is to Reopen Horm

Oracle (ORCL) Lands $395.8 Million Federal HR Deal And Expands In Healthcare
Simply Wall St.61d agoneutral
Oracle (ORCL) Lands $395.8 Million Federal HR Deal And Expands In Healthcare

Oracle (NYSE:ORCL) secured a US$395.8 million contract with the U.S. Office of Personnel Management to provide an AI-powered HR cloud platform. The deal will support consolidation of HR systems for more than 100 federal agencies onto a single Oracle cloud environment. The Centre for Addiction and Mental Health adopted Oracle Fusion Cloud Applications to run core operational and administrative functions. For investors watching Oracle, these new contracts highlight how the company’s cloud and...

Why Are Oracle (ORCL) Shares Soaring Today
StockStory61d agobullish
Why Are Oracle (ORCL) Shares Soaring Today

Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 5.7% in the afternoon session after yields fell as the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.

DA Davidson Boosts Oracle (ORCL) Price Target Following Q4 Report
Insider Monkey61d agoneutral
DA Davidson Boosts Oracle (ORCL) Price Target Following Q4 Report

Oracle Corporation (NYSE:ORCL) is included among the 14 Best S&P 500 Stocks to Buy Now According to Analysts. Oracle Corporation (NYSE:ORCL) is a global leader in AI, delivering the cloud infrastructure, data, and applications that organizations across the world trust to successfully achieve business outcomes at scale. On June 11, DA Davidson boosted its price […]

Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
24/7 Wall St.61d agobullish
Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback

Micron Technology (NASDAQ:MU) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year run. But here’s what you should actually be watching. The Crowded Trade at the Top of the Cycle Memory margins do not stay at 74% forever. Micron ... Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback

Oracle (ORCL) – Among the Top 10 Income Stocks with the Highest Upside Potential
Insider Monkey61d agoneutral
Oracle (ORCL) – Among the Top 10 Income Stocks with the Highest Upside Potential

Oracle Corporation (NYSE:ORCL) is included among the Top 10 Income Stocks with the Highest Upside Potential. On June 11, Wedbush lowered its price recommendation on Oracle Corporation (NYSE:ORCL) to $240 from $275. It reiterated an Outperform rating on the shares. The firm noted that Oracle’s fourth-quarter results exceeded expectations on both revenue and earnings. It […]

Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy?
24/7 Wall St.61d agoneutral
Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy?

Fuel cell stocks have been one of 2026’s loudest comeback trades, but the leaderboard isn’t close. Bloom Energy (NYSE:BE) stock has crushed its two main peers year to date (YTD), riding AI data center demand and a string of earnings beats. FuelCell Energy (NASDAQ:FCEL) stock sits in a distant second, and Plug Power (NASDAQ:PLUG) stock ... Which Fuel Cell Stock Has Dominated in 2026: Plug Power, FuelCell, or Bloom Energy?

Should You Buy The Dip In Adobe Stock?
Trefis62d agobullish
Should You Buy The Dip In Adobe Stock?

The creative software giant is intentionally shifting its strategic focus to chase a large new audience, a pivot that is temporarily pressuring near-term growth metrics, forcing investors to weigh a long-term vision against near-term uncertainty.

If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow
24/7 Wall St.62d agoneutral
If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow

Drop $500 into the VanEck Semiconductor ETF (NYSEARCA:SMH) starting in June, 2016, add another $500 every month, and the math pegs the account at $495,000 this week. Total contributions across those ten years come to $60,500. Everything else is what a single-sector ETF did to your money while you ignored it. The math holds up ... If You Put $500 a Month into This Tech ETF Since 2016, You Could Retire Tomorrow