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OpenAI’s Legal Victory Comes With A Cost
The Wall Street Journal89d agoneutral
OpenAI’s Legal Victory Comes With A Cost

OpenAI won its legal tussle with its former backer Elon Musk on Monday. A defeat in the case for OpenAI could have upended its business model and reverberated to all the businesses that have come to rely on its success— Microsoft and Oracle perhaps the most. It could have delayed an IPO that is currently expected as early as this year.

Will AMD Stock Hit $500 This Year?
24/7 Wall St.89d agoneutral
Will AMD Stock Hit $500 This Year?

The question on every Advanced Micro Devices (NASDAQ:AMD) shareholder’s mind is whether the stock can stretch from the low $400s to $500 before year-end. After running the numbers through our proprietary model, the answer is a qualified yes. Our 24/7 Wall St. price target for AMD is $505.08 over the next 12 months, implying 19.98% ... Will AMD Stock Hit $500 This Year?

Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation
Simply Wall St.89d agoneutral
Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation

Oracle and IBM have agreed to expand their 40 year partnership to deliver new integrated AI and hybrid cloud solutions. The companies plan to launch these joint offerings in 2026, targeting demand from enterprises using multi cloud and AI workloads. The collaboration focuses on combining Oracle cloud and database strengths with IBM's hybrid cloud and services capabilities. For investors watching NYSE:ORCL, this move comes with the stock recently trading around $186.61, with a 1 year return...

3 Cash-Burning Stocks Walking a Fine Line
StockStory90d agoneutral
3 Cash-Burning Stocks Walking a Fine Line

Companies that burn cash at a rapid pace can run into serious trouble if they fail to secure funding. Without a clear path to profitability, these businesses risk dilution, mounting debt, or even bankruptcy.

Oracle’s Expanding Defense AI Role And What It Could Mean For Investors
Simply Wall St.90d agoneutral
Oracle’s Expanding Defense AI Role And What It Could Mean For Investors

Oracle (NYSE:ORCL) expanded AI-focused defense partnerships with the U.S. Department of Defense, including support for secure, classified AI workloads. The company secured a multi year contract with the U.S. Air Force valued at $88 million for cloud modernization through 2028. These agreements cover agentic AI systems for military decision support and classified cloud infrastructure across U.S. national security operations. Oracle enters this phase of defense work with NYSE:ORCL trading at...

Polymarket Crisis, Oracle Risk, and Regulatory Scrutiny: Israel-Hesbollah Ceasefire in Focus
Cryptonews90d agoneutral
Polymarket Crisis, Oracle Risk, and Regulatory Scrutiny: Israel-Hesbollah Ceasefire in Focus

Polymarket, the world’s largest decentralized prediction market, is facing a wave of contested bet resolutions has exposed structural vulnerabilities in its UMA Oracle-based arbitration system. It has triggered user losses, governance failures, and renewed regulatory scrutiny from the CFTC. #UMAOracle #UMADisputePolymarket Flipped a market by disavowing the words in their ...

Oracle Corporation (ORCL) Named Top Pick as Oppenheimer Lifts Price Target
Insider Monkey92d agoneutral
Oracle Corporation (ORCL) Named Top Pick as Oppenheimer Lifts Price Target

Oracle Corporation (NYSE:ORCL) is among the stocks with the best earnings growth for the next 10 years. On May 12, Brian Schwartz from Oppenheimer lifted the price target on Oracle Corporation (NYSE:ORCL) to $235 from $210 and reiterated an Outperform rating. While highlighting positive developments during the current quarter, which will strengthen its superior EPS […]

Bloom Energy (BE) Is Up 5.7% After Oracle AI Deal And Revenue Outlook Boost - What's Changed
Simply Wall St.92d agoneutral
Bloom Energy (BE) Is Up 5.7% After Oracle AI Deal And Revenue Outlook Boost - What's Changed

In early 2026, Bloom Energy reported a very strong first quarter with revenue more than doubling year over year, raised its 2026 revenue outlook to US$3.40–US$3.80 billion, and expanded its Oracle agreement to supply up to 2.8 gigawatts of fuel cell capacity for AI data centers, while also awarding Federal Pacific a record switchgear contract for a large AI data center project. These developments highlight how Bloom’s solid oxide fuel cells are becoming deeply embedded in the power...

Why Oracle (ORCL) Shares Are Falling Today
StockStory93d agobearish
Why Oracle (ORCL) Shares Are Falling Today

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after the latest Consumer Price Index (CPI) report came in hotter than expected, signaling that inflation remained stubbornly high.