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Software Shows the Stock Market’s Rise Is More Rational Than You Think
Barrons.com69d agoneutral
Software Shows the Stock Market’s Rise Is More Rational Than You Think

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.

Quantum Blockchain CEO: 'Now we are finally ready and we are generating the data'
Proactive69d agoneutralVIDEO
Quantum Blockchain CEO: 'Now we are finally ready and we are generating the data'

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

Oracle’s Early AI Role Could Influence Long Term Government Cloud Growth
Simply Wall St.69d agoneutral
Oracle’s Early AI Role Could Influence Long Term Government Cloud Growth

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...

SpaceX IPO, Oracle earnings, May CPI: What to watch this week
Yahoo Finance Video70d agoneutralVIDEO
SpaceX IPO, Oracle earnings, May CPI: What to watch this week

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 Arista Networks, Inc. (ANET) A Good Stock To Buy Now?
Insider Monkey70d agobullish
Is Arista Networks, Inc. (ANET) A Good Stock To Buy Now?

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 […]

Inflation Readings, Oracle Earnings, the SpaceX IPO, and More to Watch This Week
Barrons.com70d agoneutral
Inflation Readings, Oracle Earnings, the SpaceX IPO, and More to Watch This Week

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.

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
24/7 Wall St.70d agoneutral
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

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

Bloom Energy (BE) Valuation Check As AI Data Center Deals And Funding Support Growth Outlook
Simply Wall St.71d agoneutral
Bloom Energy (BE) Valuation Check As AI Data Center Deals And Funding Support Growth Outlook

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...

Why Oracle (ORCL) Shares Are Sliding Today
StockStory71d agoneutral
Why Oracle (ORCL) Shares Are Sliding Today

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.

Previewing the 2026 Q2 Earnings Season
Zacks72d agoneutral
Previewing the 2026 Q2 Earnings Season

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?

Oracle Stock Has Returned $54 Billion To Shareholders. Can It Continue?
Trefis72d agoneutral
Oracle Stock Has Returned $54 Billion To Shareholders. Can It Continue?

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.

The Body Count in Friday’s Selloff
The Wall Street Journal72d agobearish
The Body Count in Friday’s Selloff

Here are some of the notable stocks that sold off during Friday's big market decline: Nvidia (NVDA), down 6.2%. Meta Platforms (META), down 5.5%. Broadcom (AVGO), down 7.9% Micron Technology (MU), down 13.

Nasdaq plunges 1,100 points over renewed rate hike concerns
Yahoo Finance Video72d agobearishVIDEO
Nasdaq plunges 1,100 points over renewed rate hike concerns

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’s AI Data Center Push Meets Export Hurdles And Lofty Valuation
Simply Wall St.72d agoneutral
Arm’s AI Data Center Push Meets Export Hurdles And Lofty Valuation

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...