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ORCL's NetSuite gains traction in mid-market cloud ERP, with $1.1B revenues, up 14%, as AI features and the cloud shift drive momentum into 2026.

Wall Street has cheered almost every press release about AI infrastructure, with hyperscalers Microsoft, Google, Amazon, Meta, and Oracle, plus the Stargate joint venture, committing more than $1 trillion in announced data center spending. The Contradiction The market loves it. Local zoning boards do not. In Loudoun County, Tucson, central Ohio, and across rural Wyoming, ... $1 Trillion in Spending Has Been Defeated by an Almond

The layoffs will represent about 17% of its personnel.

Our DTE Energy (NYSE:DTE) call is constructive heading into the back half of 2026. The Detroit-based utility is in the middle of a generational capital cycle, with hyperscale data center demand reshaping the long-term earnings trajectory. The 24/7 Wall St. price target for DTE Energy is $157.53, implying 11.44% upside from $141.35. We rate shares ... Price Prediction: Can DTE Energy Hit $200 Before 2027?

AMD (NASDAQ: AMD) has a 24/7 Wall St. price target of $600 over the next 12 months, with the stock currently trading at $447.58. That implies roughly roughly 34% upside, and we are rating the shares buy with high confidence. AMD now combines a hyperscaler-anchored AI roadmap, an inflecting CPU franchise, and guidance that just ... Will AMD Stock Reach $600 This Year? The Answer May Not Surprise You

JNJ, ORCL and NFLX headline top Zacks research reports as cloud growth, drug launches and ad expansion drive focus.

Among the long list of investments President Trump listed in a filing is Kura Sushi. The president invested $1 million-$5 million in the sushi chain.

ORCL jumps 32%% in 3 months as AI-driven cloud growth surges, but massive capital spending and falling earnings estimates raise fresh investor concerns.

Shares of International Business Machines (NYSE:IBM) are up 8% in mid-morning trading Thursday, while three legacy enterprise tech peers don’t have the same rocket fuel today. Oracle (NYSE:ORCL), Cisco Systems (NASDAQ:CSCO), and Hewlett Packard Enterprise (NYSE:HPE) are providing mixed results and falling behind IBM stock. The setup is striking because IBM stock has been the ... IBM Rallies 8% While Oracle, Cisco, HPE Drift: Is the Laggard Finally Bouncing?

NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.

The software giant raised its fiscal 2027 revenue target despite heavy infrastructure spending.

Oracle (NYSE:ORCL) has joined a new multi source agreement group focused on expanded beam optical connectivity for AI infrastructure. The company is working alongside 3M, AMD, Meta, and Cisco to help define standards for high performance optical interconnects in data centers. The initiative targets reliability, scalability, and faster deployment of hyperscale AI infrastructure. Oracle enters this standards effort with NYSE:ORCL trading at around $188.16 and a 1 year return of 20.9%. Over 3...

New ethics filings reveal a portfolio concentrated in the exact companies shaping his administration's biggest deals.

Intuit (INTU) stock currently trades at $332 in extended trading, representing a roughly 60% decline from its 52-week high of $813. Based on management's raised FY26 non-GAAP EPS guidance of $23.80 to $23.85, the stock now trades at approximately 14 times forward earnings. This multiple is a severe compression compared to its four-year historical average of over 30x. The market valuation currently reflects severe pessimism, pricing in worst-case scenarios and fixating heavily on DIY tax weakness

In today's energy landscape, many utility companies have quietly become growth stories — and DTE Energy stock is no exception.

Jobs can feel precarious right now as well-known companies keep slashing workers. The latest is Meta, which promised it would cut jobs this month and on Wednesday sent layoff notices to about 10 percent of its staff, nearly 8,000 people, according to news reports.Subscribe to The Post Most newsletter for the most important and interesting stories from The Washington Post. Like some other technology companies, Meta has attributed the layoffs partly to the effects of artificial intelligence. They

Oracle Corporation (NYSE:ORCL) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 5, Oracle Corp (NYSE:ORCL) reiterated its focus on creating a digital framework that enables innovation and AI integration in clinical research across Africa. The company has inked a strategic collaboration with the African Clinical Research Network to support […]

Bloom Energy (BE) is back in focus after the AI power race translated into record first quarter revenue, higher 2026 guidance, and fresh data center projects with Oracle and Nebius, even as valuation worries cool recent enthusiasm. See our latest analysis for Bloom Energy. The stock’s sharp AI driven rally has cooled slightly in recent sessions, with a 7 day share price return of -2.57%, following a 90 day share price return of 77.55% and a very large 1 year total shareholder return that...

Intuit (INTU) delivered earnings and revenue surprises of +2.59% and +0.45%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Johnson & Johnson, Oracle and Netflix lead Zacks' top stock reports as analysts spotlight growth drivers, cloud gains and new monetization efforts.

Bloom Energy stock rallies on a landmark $2.6 billion deal with Nebius. But does that warrant loading up on BE shares today?

The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are talking about. With the S&P 500 up 8% year to date, the setup for these laggards looks asymmetric heading into the back half ... These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors

Shares of FuelCell Energy (NASDAQ:FCEL) are ripping higher in midday trading Wednesday, up 15% as hydrogen bulls rotate back into the most beaten-down name in the complex. Bloom Energy (NYSE:BE) stock is participating as well, gaining 9%. Plug Power (NASDAQ:PLUG) shares, by contrast, are barely budging with a 1% uptick. That’s the story today: the ... FuelCell Energy Rockets 15%, Bloom Energy Jumps 9% While Plug Power Drifts: Why Hydrogen Bulls Picked Winners

Oracle (NYSE:ORCL) has whipsawed investors over the past year, rising from below $160 to a peak above $300 last October before retreating. With the stock consolidating around $186 and a $553 billion AI backlog on the books, the risk/reward has shifted to the long side. Our 24/7 Wall St. Price Target for Oracle ORCL ... Price Prediction and Forecast: Oracle Trades 29% Below Its Peak. Here Is Our 12 Month Target

Oracle Corporation (NYSE:ORCL), featuring a short float of 1.83% and upside potential of 21.40%, earns a spot on our list of the best cloud stocks to buy as Azure growth hits 40%. Analysts appear convinced that the market is misreading the company’s AI infrastructure story. On May 13, 2026, Wedbush raised its price target on […]

Oracle stock has picked up momentum as Wall Street sees "light at the end of the tunnel" for AI costs.

Oracle (NYSE:ORCL) is set to become the first cloud provider to deploy Nvidia's next generation Vera CPUs at hyperscale. Oracle Cloud Infrastructure plans to roll out hundreds of thousands of Nvidia Vera CPUs, with deployment scheduled to start in 2026. The rollout is aimed at supporting large scale AI workloads and expanding Oracle's AI focused cloud services for enterprise customers. For investors watching how large cloud providers are positioning around AI, this move places Oracle firmly...

Oracle stock has pulled back substantially from its 52-week high and is trading at an attractive valuation.

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

Nvidia earnings shock looms as chip stocks sink and bearish bets surge across AI sector