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In recent weeks, Oracle has drawn intense attention ahead of its June 10 earnings release as investors weigh aggressive AI data center spending, heavy capital requirements, and capacity constraints against strong cloud and AI demand signals, large remaining performance obligations, and expanding hyperscaler-scale partnerships. With Oracle helping lead a hyperscaler cohort projected to spend hundreds of billions of US dollars on AI infrastructure and partnering on large projects like the...

BNP Paribas believes the company will increase capex guidance for fiscal 2027 to fulfill commitments under Project Stargate.

Ten years ago, Oracle (NYSE: ORCL) was the database company everyone respected but few investors loved. It had missed the first wave of cloud, ceded ground to Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOGL), and seemed destined to be a slow-growth dividend payer. A decade later, it is one of the most aggressive AI infrastructure ... The Tech Stock Everyone Wrote Off Just Quietly Built a $553 Billion Backlog

One fearless (or foolish?) analyst just called Oracle stock a buy in the middle of its meltdown.

The United States market has shown a remarkable 26% increase over the past year, despite remaining flat over the last week, with expectations for earnings to grow by 16% annually in the coming years. In this context, identifying stocks that are potentially undervalued can be crucial for investors seeking opportunities that align with these growth prospects and current market stability.

The AI boom may be a long-term trend but there are bubbles in the market and the memory sector may be a prime example, according to VanEck CEO Jan van Eck. "I would say within the AI ecosystem there are...

Check out our earnings calendar for this week, as well as our previews and recaps of the more noteworthy reports.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the data infrastructure industry, including Oracle (NYSE:ORCL) and its peers.

Oracle (ORCL) faces a critical test of whether it has overcome its capacity constraints as it contin

Oracle (ORCL) is expected to provide clarity on the pace of its data center buildout to show whether

Oracle stock has climbed off lows along with security software stock SailPoint. Both stocks have earnings coming up, along with Adobe.

Pocket a healthy income stream from IBM today that's yours to keep, while setting a price far below the current market where you'd be happy to own the shares.

Snowflake stock gains 16% in a year as AI products and customer growth accelerated, but margin pressure, competition and a premium valuation cloud the outlook.

Beyond analysts' top-and-bottom-line estimates for Oracle (ORCL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended May 2026.

DocuSign (DOCU) reported a solid earnings beat for Q1 FY2027, delivering $830.2 million in revenue and $1.09 in non-GAAP earnings per share. The company generated $289 million in free cash flow at a 35% margin. Yet, despite these top-line metrics, the stock closed at $50.95 during regular trading and slid nearly 4% to approximately $49 in extended trading. This price implies just 11 times its expected FY2027 earnings of $4.44 per share, significantly lower than the historical software sector ave

In the last week, the United States market has stayed flat, yet it has experienced a significant 26% increase over the past year with earnings forecasted to grow by 16% annually. In such a robust environment, identifying stocks that are estimated to be below their intrinsic value can offer investors potential opportunities for growth and value appreciation.

Bloom Energy Corporation (NYSE:BE) is included among the 10 Best Renewable Energy Stocks to Buy According to Billionaires. Bloom Energy Corporation (NYSE:BE) designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally On June 1, UBS reaffirmed its ‘Buy’ rating on Bloom Energy Corporation (NYSE:BE) and […]

In entire industries, there are always winners and losers, no matter the market conditions. The same is true in software.

In May 2026, Bloom Energy Corporation’s shareholders approved amendments to its Restated Certificate of Incorporation, adding officer exculpation provisions allowed under Delaware law and removing obsolete language tied to former Class B shares. These governance changes come as Bloom secures multi-gigawatt data center fuel-cell agreements with partners like Oracle and Brookfield Asset Management, reinforcing its role in powering AI-focused infrastructure. We’ll now explore how Bloom’s AI...

AI capex could reach roughly $800 billion in 2026 as TS Lombard questions whether expectations can keep pace.

AI Spending Boom Raises Sustainability Questions For Investors

When Hewlett Packard Enterprise (HPE) reported its Q2 results, (Oct. year), it delivered a report card so strong that it fundamentally reset market expectations. Driving that shift was a massive pivot in guidance: management announced it now expects to generate “at least $3.5 billion” in free cash flow this year. Those are the same milestones the company had originally targeted for the long term, now pulled forward a full two years.

Citi Sees AI Contracts Supporting Oracle Growth Ahead

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Oracle Corporation (NYSE:ORCL) is included among the 10 No-Brainer Dividend Stocks to Buy. On June 2, Scotiabank raised its price recommendation on Oracle Corporation (NYSE:ORCL) to $290 from $215. It reiterated an Outperform rating on the stock. The firm said it continues to favor Oracle’s structural position in the AI-accelerated cloud market. While the analyst […]

Adobe (ADBE) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

U.S. stocks ended lower on Wednesday, retreating from their record highs, as fresh tensions in the Middle East dented investors' confidence and a surge in global oil prices reignited fears of inflation ticking higher.

Oracle (ORCL) stock dropped 5.83% yesterday as investors grew anxious over soaring AI infrastructure costs and locked in gains, snapping a massive three-day rally that had driven shares to annual highs. With the stock now hovering around $230, is it still a smart buy.

The biggest insight hiding inside the recent Q1 FY27 earnings report from Veeva Systems (VEEV) is the stark divergence between management's artificial intelligence narrative and the structural realities of its legacy software business. While leadership dedicated significant time to detailing the launch of Veeva Falcon for agentic labor and the Ostro acquisition, the underlying financial tension centers entirely on the forced migration of its CRM customer base.

Around 700 union tradespeople will work under a project labor agreement on OpenAI and Oracle’s 250-acre campus, according to the project announcement.