Investors pivoted away from skyrocketing tech stock as the Nasdaq fell more than 4% in a single session on Friday. Today I’m breaking down why I think the market’s meteoric rise is still rational, and how the software sector proves that investors are grounded in reality. The question came one day after Marvell Technology stock added 33% in its best single trading session ever, boosted by public comments from Nvidia CEO Jensen Huang that the company would someday be worth $1 trillion.
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Markets face a packed agenda in the days ahead, with investors preparing for a potentially record-breaking SpaceX IPO, crucial U. S.
Quantum Blockchain Technologies PLC (AIM:QBT, FRA:BYA1) CEO Francesco Gardin tells Proactive's Stephen Gunnion that the company has completed the key integration work on a new ASIC manufacturer's mining rig - and the data needed to train its Method C AI Oracle is now flowing. Gardin compares the process to a Formula One driver learning a new circuit: the Oracle needs a complete data picture from the new hardware before it can be effectively trained. "Now we are finally ready and we are generating the data," he says, with sufficient historical data for training expected by end of week. Fine-tuning follows next, with the company continuing to target end of June for completion of this phase and deployment on a live mining pool. #QuantumBlockchainTechnologies #QBT #FrancescoGardin #AIOracle #ArtificialIntelligence #BitcoinMining #ASICMining #BlockchainTechnology #CryptoMining #MachineLearning #MiningRig #CryptoTechnology #Bitcoin #Fintech #ProactiveInvestors
US equity investors will focus on the inflation data, a worsening conflict in the Middle East, and t
Retail sentiment remained constructive. Stocktwits data showed traders continued to maintain a ‘bullish’ stance on SPY and ‘neutral’ on QQQ.
Oracle is being positioned as a potential early partner to access advanced AI models under the U.S. presidential executive order on AI. The move highlights Oracle's existing role as a trusted provider of federal cloud and data infrastructure. This development could influence how Oracle works with government agencies on secure, high performance AI systems. For investors tracking NYSE:ORCL, this AI-related policy angle adds another layer to a stock that has already recorded long term gains of...
Analysts and investors will review whether Oracle’s record backlog of forward contracts is translating into revenue.
Iran has reportedly launched its first missile attack on Israel since April's ceasefire, raising concerns over the fragile ceasefire between Tehran and Washington.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including SpaceX's (SPAX.PVT) long-awaited mega-IPO, earnings from Adobe (ADBE) and Oracle (ORCL), and the latest inflation data in the form of May's Consumer Price Index (CPI) report.
Is ANET a good stock to buy? We came across a bullish thesis on Arista Networks, Inc. on Compounding Lab’s Substack. In this article, we will summarize the bulls’ thesis on ANET. Arista Networks, Inc.’s share was trading at $158.01 as of May 26th. ANET’s trailing and forward P/E were 54.30 and 43.86 respectively according to Yahoo […]
The Bureau of Labor Statistics will release the consumer price index on Wednesday and the producer price index on Thursday. Both inflation measures are running at multi-year highs, and the core CPI hasn’t been at or below the Federal Reserve’s two percent target in more than five years. This week also brings perhaps the most anticipated initial public offering in history: SpaceX.
President Donald Trump‘s new AI executive order may have avoided the heavy-handed regulation that some in Silicon Valley feared, but it has opened a new question for investors: who will gain a seat at the table as Washington builds its...
Markets face a pivotal week marked by a significant structural shift away from richly valued AI and technology stocks toward lagging sectors, evident in Friday's steep Nasdaq and S&P 500 plunges that signal investor rotation and risk reassessment.
A $10,000 position in Volatility Shares 2x Ether ETF (NASDAQ:ETHU) on the morning of June 1, 2026 was worth ~$6,040 by Friday’s close, and a position held since New Year’s Day was worth ~$2,160. The fund closed June 5 at $11.75, down roughly 23% on the day and down roughly 40% on the week. Ethereum ... ETHU’s 2x Leverage Turned a $10,000 Bet Into $2,160 Since New Year’s Day, and Here’s Why the Math Broke So Badly
This AI infrastructure company's earnings growth is anticipated to accelerate, which should translate into solid upside.
Investing.com -- UBS maintained "buy" ratings on three major cloud providers as their combined revenue rose to $84.8 billion in the first quarter of 2026, up 39% from a year earlier, marking a 15-percentage-point acceleration from the growth rate recorded in the same period last year.
The highly anticipated SpaceX IPO, Oracle earnings, and inflation data will keep investors busy this week.
Tesla is integrating artificial intelligence (AI) into its solutions rather than relying on it to drive revenue growth. That could be good news over the long term if the AI bubble bursts.
Bloom Energy (BE) is drawing fresh attention as multi gigawatt fuel cell deals for AI data centers with Oracle and Brookfield coincide with strong quarterly results, higher guidance, and management’s commitment to growth without new equity. See our latest analysis for Bloom Energy. Despite a recent pullback, including a 1 day share price return that fell 9.53% and a 30 day share price return down 7.66%, Bloom Energy’s 90 day share price return of 94.99% and very large 1 year total shareholder...
Shares of enterprise software giant Oracle (NYSE:ORCL) fell 8% in the afternoon session after a stronger-than-expected jobs report signaled that the Federal Reserve may keep interest rates higher for longer.
The 2026 Q2 earnings season will take the spotlight when the big banks report their results in mid-July. But we will already have seen fiscal May-quarter results from almost two dozen companies by then. What can investors expect?
In the last five years, Oracle (ORCL) stock has returned a notable $54 Bil back to its shareholders through cold, hard cash via dividends and buybacks. That is not a small feat for a company that has simultaneously been funding one of the more aggressive infrastructure build-outs in enterprise tech. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.

US stocks (^DJI, ^IXIC, ^GSPC) sink in Friday trading, the Nasdaq Composite leading losses and closing over 1,100 points lower (4.18%). The market is reacting to May's overwhelmingly positive labor data — 172,000 jobs added the US economy vs. estimates of 88,000 — raising investor concerns that the Federal Reserve may be inclined to hike interest rates. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the day's biggest market moves.
Arm Holdings (NasdaqGS:ARM) CEO flagged major hurdles for global chip export controls, saying AI CPU shipments to China are extremely difficult to fully restrict. The CEO also highlighted rapid data center CPU adoption, with ByteDance and Oracle using Arm based AGI CPUs in their AI data centers. These comments point to both regulatory complexity around AI hardware exports and deeper penetration of Arm designs in large scale AI infrastructure. For investors watching Arm Holdings at a share...