Actualités

The company said authorities arrested suspects and seized servers tied to illegal shipments.

At $521.31, Advanced Micro Devices (NASDAQ:AMD) looks like a stock where the bullish setup still has room to run. The stock ripped roughly 25% in the week after Q1 earnings. Thus, Wall Street is still catching up to what the inference cycle means for the rare chipmaker selling both the CPU and the GPU at ... Is AMD About to Pop Like Micron? Here’s Why You Shouldn’t Underestimate It

Oracle may be the more balanced AI bet for investors focused on valuation and long-term upside.

Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss

At $192.08, Oracle (NYSE:ORCL) screens favorably on backlog and valuation, with shares down sharply from last fall’s peak but sitting on an AI cloud backlog few peers can match. The market has repriced this stock twice in nine months, first as an AI infrastructure winner, then as a capex-bleeding hyperscaler-in-training. Oracle sells database software, enterprise ... Oracle at $192: Buy, Sell or Hold?

Amid broader market volatility, steady digital transformation and strong adoption of AI bode well for Computer Software industry participants like ORCL, INTU and PRGS

Oracle has outperformed the basic materials sector, and analysts remain highly optimistic about the stock’s outlook

Microsoft has underperformed the Technology sector over the past year, but analysts are highly optimistic about the stock’s prospects.

AMD’s ROCm software may not match Nvidia’s CUDA, but it does just enough to be a serious threat.

NOW is betting on governance, security and enterprise integration to sustain growth and capture larger AI budgets.

At Meta, Microsoft, Alphabet, Oracle, OpenAI, and Nvidia, the finance chiefs steering AI investments are all women.

Earnings from Snowflake appear to have flipped the script for the market. Software stocks jump as chip makers struggle.

LG Energy Solution Vertech will supply DTE Energy with battery systems for eight Michigan storage projects.

Analysts are bullish on Bloom, but the recent price surge has made the stock much more expensive.

Oracle and ServiceNow post double-digit revenue growth, but their financial health, risk profiles, and valuations reveal key differences for investors.

The latest trading day saw Oracle (ORCL) settling at $190.96, representing a -1.09% change from its previous close.

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I

Laffont's fund, Coatue Management, eliminated or reduced several of its notable tech and artificial intelligence positions in the first quarter of the year.

Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.

(Bloomberg) -- It began as a concession in private conversations to assuage wary credit analysts looking at Paramount Skydance Corp.’s blockbuster takeover of Warner Bros. Discovery Inc.: a verbal pledge by the Ellison family to do whatever it takes to slash debt at the combined company.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia

How female finance chiefs rose to the top at the most consequential moment for AI spending.

Salesforce heads into earnings with AI growth accelerating, margins expanding and shares trading below industry valuation levels.

The chip maker is investing $10 billion in Taiwan to ramp up the manufacturing capacity for its next-gen chips.

Oracle (NYSE:ORCL) has launched a high-profile Project Jupiter data center advertising campaign in New Mexico, highlighting economic and environmental benefits. The campaign emphasizes sustainable infrastructure spending, local job creation, and cooperation with regional utilities. At the same time, investors are watching Oracle's growing use of debt and private credit to finance rapid AI data center expansion. Some lenders are reportedly pulling back from this exposure, prompting questions...

ARM stock is climbing to fresh highs after Jefferies argued Nvidia’s Vera CPU momentum could dramatically accelerate Arm’s long-term royalty growth in AI infrastructure.

Oracle (ORCL) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

WDAY rolls out Sana for ITSM and a new Travel Agent, adding AI agents that automate IT support and travel-to-expense workflows in a single platform.

With inflation still pinching household budgets and energy bottlenecks creating real chokepoints across the U.S. grid, the businesses that physically move molecules from wellhead to power plant have rarely looked more strategic. Pipelines act as literal toll booths in this environment, collecting fees on volumes locked into long-term contracts and insulated from day-to-day commodity price ... Market Uncertainty? This High-Yield Energy Infrastructure Toll Booth Under $30 Is Best Buy Now

Everyone wants to talk about ServiceNow (NYSE:NOW) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here’s what you should actually be watching. ServiceNow’s story is the same story every cycle. A premium software name catches the AI updraft, the multiple expands faster than the ... Forget ServiceNow: 2 High-Growth Software Bargains to Buy on the Dip With Safer AI Exposure

The share-price chart and the operating reality have been telling very different stories.