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Founders, 100 ETF Founder Michael Monaghan joins Market Domination Overtime to discuss ways to play the tech-led market.

Oracle’s legacy became its biggest AI advantage.

Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, ‌according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and ‌other asset managers with the U.S. Securities and Exchange Commission. These quarterly 13-F filings, which provide insight into how some major investors reacted to emerging opportunities ​and new sources of risk or anxiety during the three-month period, show that more than 4,000 of them added to their existing holdings or initiated new positions in a group of nine companies that are big players in the AI infrastructure arena, including Oracle, Arista Networks and Vertiv.

Oracle is gaining traction in defense AI as the Pentagon moves more advanced tools into secure networks.

Oracle's stock is sitting roughly 50% below its September 2025 peak. Its backlog has grown to $553 billion. And Dan Ives just raised his price target for the second time in three weeks. The gap between where Oracle trades and what Wedbush thinks it is worth is becoming one of the more striking ...

Our 24/7 Wall St. price target for Oracle (NYSE:ORCL) is $245.34 over the next 12 months, implying 25.42% upside from $195.61. The recommendation is buy, with a 90% confidence level driven by a record contracted backlog and accelerating cloud infrastructure economics. This is one of the highest-conviction setups in mega-cap software right now. 24/7 Wall ... Oracle Price Prediction: Why $245 Is Just the Beginning

Epistrophy Capital Research Chief Market Strategist and The Drill Down Podcast host Cory Johnson joins Market Catalysts to discuss the Cerebras IPO and key factors to watch in Nvidia’s (NVDA) upcoming earnings report.

Investors in Twitter, the social media platform now known as X, could own a stake in SpaceX worth ro

Microsoft (MSFT) stock currently trades near $410 per share, with a market capitalization of $3.0 trillion and a trailing price-to-earnings (P/E) multiple of roughly 24.3. This valuation is notably conservative compared to its three-year average multiple of 33 and its historical decade peak of 48 achieved in late 2017. While the current market price reflects a discount to historical norms, the path to a $600 share price is driven by fundamental earnings growth rather than a speculative return to

Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi

With an upside potential of 27.1%, Oracle Corporation (NYSE:ORCL) earns its place on our list of the best agentic AI stocks to buy right now. Oracle Corporation (NYSE:ORCL) is solidifying its position as a major enabler of agentic AI in national security, with momentum growing across defense contracts and key deployments. On May 1, 2026, […]

Phunware Inc. CEO Dmitry Kroshka joined Steve Darling from Proactive to discuss his appointment as the company’s new Chief Executive Officer and outline Phunware’s next phase of AI-driven growth. Kroshka previously served as a senior advisor to Phunware beginning in October 2025, where he worked closely with the company on growth strategy, product direction, and development of its next-generation Guest Intelligence Platform. In his new role, he will lead Phunware’s “2.0 Strategy,” focused on transforming the company’s mobile, location-aware, and customer engagement capabilities into a unified AI-enabled platform designed for complex physical environments. Kroshka brings more than 20 years of experience spanning artificial intelligence, hospitality technology, SaaS, digital media, marketing technology, and consumer platforms. His career includes leadership and advisory positions with companies such as Oracle, FCB Global, FOX Digital Entertainment, and several venture-backed technology firms. Phunware also announced that it has engaged Build Something Product Group to help guide its product strategy and rollout of Product 2.0. The consultancy was founded by Michael Cerdá, whose previous product leadership experience includes Disney+, Marcus by Goldman Sachs and the Apple Card initiative, as well as Facebook Newsfeed. Under the engagement, Cerdá will serve as Phunware’s senior product leader while BSPG embeds additional AI-focused product and engineering specialists within the company to accelerate development and commercialization efforts. The leadership changes come as industries including hospitality, healthcare, and large-property operations increasingly seek integrated platforms capable of combining mobile engagement, indoor location intelligence, behavioral analytics, and real-time AI personalization. Management said Phunware’s 2.0 Strategy is designed to move beyond traditional CRM and hospitality software systems by helping operators understand not only who their guests are and what they have done, but also what they are doing in real time while on property — enabling faster, more personalized engagement and decision-making. #proactiveinvestors #phunwareinc #nasdaq #phun #dmitrykroshka #Phunware #HospitalityTech #GuestExperience #MobileTechnology #DigitalHospitality #HospitalityTech #AI #MobileTechnology #DigitalExperience #SoftwareGrowth #TechStocks #Innovation #GuestExperience #SaaS #CustomerExperience #GuestIntelligence #DigitalTransformation #TechLeadership #MobileTechnology

As Jensen Huang joins Donald Trump on a high-stakes China trip, investors are watching closely for signs of easing tensions over AI chip exports.

INTU adds AI-powered automation, analytics and HCM tools to IES, helping mid-market firms streamline finance and operations.

VEEV expands Vault CRM adoption and AI capabilities with Roche and BioMarin partnerships as life sciences firms modernize workflows.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.40%, and June E-mini Nasdaq futures...

Cisco Systems (CSCO) stock has surged by double-digits since reporting fiscal third quarter results in Wednesday's extended hours, topping Wall Street expectations with revenue of $15.84 billion and adjusted earnings of $1.06 per share. This comes after the cloud operator laid off 4,000 workers as part of a new AI-focused restructuring. Hennion & Walsh CIO Kevin Mahn and Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma take a closer look at the AI demand propelling Cisco, the cloud operator's outlook, and its recent job cuts.

Dr. Tomislav Mihaljevic’s appointment comes months after Oracle named another healthcare leader, former Quest Diagnostics CEO Stephen Rusckowski, to the board as the technology giant expands its reach in the sector.

Wedbush says investors may be underestimating Oracle's role in the next phase of AI demand.

The networking company said Wednesday that it is launching a restructuring that will cost up to $1 billion in severance, one-time termination benefits and other costs.

Event context and recent performance Oracle (ORCL) has been drawing investor attention after a period of mixed short term share performance, with the stock up about 22% over the past month but down slightly year to date. That shift comes against a backdrop of reported annual revenue of US$64,076.0 million and net income of US$16,188.0 million, figures that help frame how the current share price of US$189.76 connects to the company’s broader earnings profile. See our latest analysis for...

Chainlink Runtime Environment enables Myriad to deploy a new range of prediction markets with immediate settlement.

The two largest names in enterprise software have been bruised, and the smart money is using the discount to add exposure. Oracle (NYSE:ORCL) trades near $190 against a Wall Street consensus target of $242.10, while Microsoft (NASDAQ:MSFT) sits around $405 versus a target of $561.56. Both gaps run well into double digits. Both companies are ... The Smart Money Isn’t Hesitating to Buy These 2 Battered Software Stocks

Is GDS a good stock to buy? We came across a bullish thesis on GDS Holdings Limited on Valueinvestorsclub.com by TrustTheProcess1. In this article, we will summarize the bulls’ thesis on GDS. GDS Holdings Limited’s share was trading at $42.41 as of May 1st. GDS’s trailing and forward P/E were 65.87 and 357.14 respectively according to Yahoo […]

SNOW's AI Data Cloud gains traction as product revenue jumps 30%, fueled by the rapid adoption of Snowflake Intelligence and Cortex Code.

Oracle bolsters AI infrastructure with defense deals, new OCI AI services, and rapid cloud growth, but heavy spending underscores ambitious 2027 targets.

Cisco Systems (NasdaqGS:CSCO) has joined a new multi source agreement to set open standards for expanded beam optical connectivity in AI data centers. The alliance includes Meta, AMD, Arista Networks, Oracle, and others focused on interoperable connector technology for AI infrastructure. The group aims to reduce deployment hurdles and improve reliability in rapidly scaling AI data center networks. Cisco Systems enters this standards effort with a recent share price of $99.29 and strong...

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $49.48 as of May 4th. IREN’s trailing and forward P/E were 31.71 and 62.50 respectively according to […]

Oracle (NYSE:ORCL) has appointed Dr. Tomislav Mihaljevic, CEO and President of Cleveland Clinic, to its Board of Directors. The company has also expanded its partnership with Samsung Electronics, with Samsung set to standardize global semiconductor software development on Oracle Java. Oracle enters these announcements with its share price at $186.83 and a value score of 4, alongside a 16.3% return over the past year and a 154.0% return over the past 5 years. For investors, the combination...