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Stocks Retreat as US-Iran Peace Hopes in Doubt
Barchart74d agoneutral
Stocks Retreat as US-Iran Peace Hopes in Doubt

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

5-star analyst resets Oracle stock price target
TheStreet74d agoneutral
5-star analyst resets Oracle stock price target

Oracle (ORCL) stock closed the June 2 trading session down 1.44% at $244.58. Despite this slight drop, the stock is now up about 25.48% year to date, at the time of writing, Wednesday morning, June 3. Meanwhile, the SPDR S&P 500 Index (SPY) is up about 11.39% in the same period. Oracle has ...

Buy, Hold, or Sell: Is Oracle Stock a Buy at $245?
24/7 Wall St.74d agoneutral
Buy, Hold, or Sell: Is Oracle Stock a Buy at $245?

At $244.58, Oracle (NYSE:ORCL) is drawing fresh investor scrutiny. The database giant just printed a quarter that reframes its entire investment narrative, turning a sleepy enterprise software story into one of the most aggressive AI infrastructure plays in mega-cap tech. Oracle sells database software, enterprise applications like NetSuite and Fusion ERP, and increasingly the cloud ... Buy, Hold, or Sell: Is Oracle Stock a Buy at $245?

The AI Boom is Even Bigger than We Thought
Zacks74d agoneutral
The AI Boom is Even Bigger than We Thought

The size of the AI boom has been well demonstrated by hyperscalers like Alphabet and Nvidia, but when stocks like Dell Technologies and Hewlett Packard transform into AI players, you know the cycle has taken on a new dimension.

3 Stocks That May Be Priced Below Their Estimated Worth In June 2026
Simply Wall St.74d agoneutral
3 Stocks That May Be Priced Below Their Estimated Worth In June 2026

The United States market has shown robust performance recently, climbing 1.2% in the last week and rising an impressive 27% over the past year, with earnings expected to grow by 17% annually. In this environment, identifying stocks that may be priced below their estimated worth can offer potential opportunities for investors seeking value amidst overall market growth.

Analysis-Software stocks bounce back - now comes the hard part
Reuters74d agoneutral
Analysis-Software stocks bounce back - now comes the hard part

Software stocks have rebounded from a punishing selloff as investors are betting that AI may boost the sector rather than leaving it for dead. Now investors are flocking to firms they see succeeding at integrating AI and adjusting price models by charging clients based on actual usage – while steering clear of firms that are too dependent on traditional pricing, ​which involves subscription fees based on headcount. "While AI is causing massive disruption, it is remapping the industry rather than destroying it," said Daniel Morgan, portfolio manager at Synovus Trust in Atlanta.

Google Sends a Clear Signal — Heard on the Street Tuesday Recap
The Wall Street Journal74d agoneutral
Google Sends a Clear Signal — Heard on the Street Tuesday Recap

Google-parent Alphabet’s plan to raise $80 billion through equity sales signals that its AI spending intentions aren’t slowing down. Alphabet’s stock price slipped nearly 4% Tuesday, while the prospect of more capex surges in the future also weighed on the shares of cloud rivals Microsoft, Amazon and Oracle.

Oracle Reshapes AI Data Centers With Clean Power And Arm Shift
Simply Wall St.75d agoneutral
Oracle Reshapes AI Data Centers With Clean Power And Arm Shift

Oracle (NYSE:ORCL) is partnering with Bloom Energy to supply gigawatt-scale clean fuel-cell power for its data centers, targeting lower on-site emissions and greater energy resilience. The company is also rolling out Arm-based CPUs across its AI data centers, expanding beyond traditional server chips for certain next-generation workloads. Both moves mark a shift in how Oracle plans and powers its infrastructure for AI and cloud services. These infrastructure changes come as NYSE:ORCL trades...

Alphabet Convertibles Could Yield 6%, But Will Offer No Downside Protection
Barrons.com75d agoneutral
Alphabet Convertibles Could Yield 6%, But Will Offer No Downside Protection

Alphabet will appeal to yield-oriented investors with the $15 billion of mandatory convertible preferred stock that it plans to sell as part of its plan to raise $80 billion of equity to fund its huge AI capital spending program. The Alphabet convertible preferred offering, one of several equity deals announced late Monday by the company, is expected to be priced later Tuesday after the close of trading at $50 a share with a dividend yield about 6.5%, in line with the dividend on an Oracle mandatory convertible sold in February. It will amount to a twin offering with $7.5 billion of preferred convertible into Alphabet’s class A voting shares and the other $7.5 billion of preferred exchangeable into the company’s nonvoting class C stock.