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The One Hyperscaler Signal That Will Make or Break ARTY in 2026
24/7 Wall St.68d agoneutral
The One Hyperscaler Signal That Will Make or Break ARTY in 2026

The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio built almost entirely around the AI infrastructure stack: GPUs, custom silicon, high-bandwidth memory, optics, cloud capacity, and datacenter power. ARTY closed last week ... The One Hyperscaler Signal That Will Make or Break ARTY in 2026

Inflation Report, SpaceX IPO: What to Watch This Week
The Wall Street Journal68d agoneutral
Inflation Report, SpaceX IPO: What to Watch This Week

Investors are counting down to the end of the week when Elon Musk’s SpaceX is expected to start trading in what could be the largest IPO on record. Also, investors are looking ahead to Wednesday's inflation data and Oracle results.

Stock Futures Rise as Markets Pile Into the Tech Dip
Barrons.com68d agobullish
Stock Futures Rise as Markets Pile Into the Tech Dip

Stocks looked set to rise on Tuesday as investors continued to buy the dip, taking advantage of last week’s artificial intelligence selloff to snap up shares in tech companies on the cheap. The Nasdaq and the S&P both rallied on Monday as the market piled back into chip makers and other momentum stocks. The dip-buying may well have legs, although it’s possible that either consumer-price inflation data or quarterly earnings from Oracle on Wednesday could snap the rebound.

Citi Sees Oracle’s (ORCL) Infrastructure Growth Accelerating
Insider Monkey68d agoneutral
Citi Sees Oracle’s (ORCL) Infrastructure Growth Accelerating

Oracle Corporation (NYSE:ORCL) is included among the Billionaire Ken Fisher’s Top 11 Dividend Stock Picks. On June 4, Citi raised its price recommendation on Oracle Corporation (NYSE:ORCL) to $330 from $320. It reiterated a Buy rating on the stock. The firm expects Oracle’s cloud business to remain a key driver of performance in fiscal Q4. […]

Oracle suffers its roughest session in months ahead of earnings
TheStreet68d agoneutral
Oracle suffers its roughest session in months ahead of earnings

Oracle (ORCL) stock just had the kind of day that spooks shareholders. Shares of the database and cloud giant tumbled about 9.6% on Friday, June 5, closing at $213.68 after opening near $229. That marked Oracle’s steepest single-day drop in months and one of the worst showings among large-cap ...

Wall Street Is Rushing to Fund the AI Bonanza in Every Conceivable Way
The Wall Street Journal68d agoneutral
Wall Street Is Rushing to Fund the AI Bonanza in Every Conceivable Way

Such is life on Wall Street at the dawn of the artificial-intelligence build-out. Tech companies are hungry for cash to invest in data centers, and investors are forking it over through all possible means, in all parts of the globe—a flurry of fundraising that has mostly supported markets by powering technological advances, even as it tests their ability to absorb it all. Alphabet’s announcement that it would raise $85 billion of equity was just the latest example.

Oracle poised for OCI breakout as AI tailwinds build ahead of Q4 print
Proactive69d agoneutral
Oracle poised for OCI breakout as AI tailwinds build ahead of Q4 print

Oracle Corp (NYSE:ORCL, XETRA:ORC) is approaching its fiscal fourth-quarter earnings with analyst expectations running high, as cloud infrastructure growth looks poised to reaccelerate on the back of AI-driven demand and easing capacity constraints. Jefferies analysts maintained a Buy rating...

Activism in 2026: Seward & Kissel Partners Randall Adams & Mark Garibyan, Live at NYSE
CorpGov.com69d agoneutral
Activism in 2026: Seward & Kissel Partners Randall Adams & Mark Garibyan, Live at NYSE

Watch NYSE Fireside Below, or Click HERE: CorpGov hosted a fireside chat on June 2 from the floor of the New York Stock Exchange with Randall Adams and Mark Garibyan, Partners at Seward & Kissel LLP. The in-person interview was joined by Editor-at-Large Jarrett Banks, and they discussed why 2026 shareholder activism remains strong with growing focus […] The post Activism in 2026: Seward & Kissel Partners Randall Adams & Mark Garibyan, Live at NYSE appeared first on CorpGov.

Oracle (ORCL) Draws Bullish Long-Term View on AI Cloud Infrastructure Growth
Insider Monkey69d agoneutral
Oracle (ORCL) Draws Bullish Long-Term View on AI Cloud Infrastructure Growth

Oracle Corporation (NYSE:ORCL) is one of the 14 AI Stocks Making Headlines on Wall Street: Qualcomm, Microsoft, and More. Wall Street appears somewhat cautious heading into Oracle’s 4Q print. On June 2, Scotiabank analyst Pat Colville raised the price target on the stock to $290 from $215, reiterating a Sector Outperform rating. Following a 71% […]

Oracle's cloud pivot remains a high-risk bet
TheStreet69d agoneutral
Oracle's cloud pivot remains a high-risk bet

I've watched plenty of companies chase a hot trend and spend their way into trouble. The story usually looks thrilling on the way up and painful on the way down. Oracle is the latest name testing that thesis. The software giant is pouring tens of billions of dollars into data centers to grab a ...