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Investing.com — Oracle Corp. (NYSE:ORCL) shares managed to gain 2.7% on Thursday, defying a credit rating downgrade from S&P Global Ratings. While shares edged slightly lower from their midday highs, the tech giant still traded firmly in positive territory. Investors chose to focus on Oracle’s staggering $638 billion backlog of cloud contracts rather than the immediately apparent threat to its balance sheet: S&P downgraded Oracle’s long-term issuer credit rating to ’BBB-’ from ’BBB’, retaining a

Oracle stock got a boost as OpenAI touted the performance of its GPT 5.6 Sol model. ChatGPT is a key partner to Oracle.

(Bloomberg) -- Starbucks Corp. is developing in-house tools with the help of artificial intelligence that could replace some software applications it now buys from companies such as Microsoft Corp. and International Business Machines Corp.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Se

Oracle (ORCL) just booked the strongest sales year in its history, yet investors sold it anyway. The stock trades near $143, down about 27% in 2026 and off more than 50% from its 52-week high near $346. That kind of drop usually follows a bad quarter, but Oracle’s was the opposite of bad. So the ...

AI disruption is a hot earnings call topic.

(Bloomberg) -- Meta Platforms Inc. debuted a new image-generation artificial intelligence model, its first such release since the company spent billions to rebuild its AI lab under Chief AI Officer Alexandr Wang a year ago.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Majo

(Bloomberg) -- Amazon.com Inc.’s massive bond sale dragged down outstanding hyperscaler debt on Tuesday as investors sold existing securities to fund the new issue, signaling growing fatigue over the barrage of artificial intelligence financings.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbox to Cut 3,200 Jobs, Dive

Another day, another massive bond sale from a company borrowing heavily to invest in artificial-intelligence infrastructure. Amazon is expected to issue at least $25 billion of new U.S.-dollar bonds today, just four months after it issued $37 billion of bonds in the U.

Role eliminations at cloud computing companies, especially Oracle, comprise the lion’s share of 2026 tech layoffs.

Investing.com -- Piper Sandler defended its Overweight rating on Oracle in a note to clients on Monday, arguing the company could generate approximately $2.2 billion in Oracle Cloud Infrastructure revenue not currently captured in consensus estimates, based on the firm’s analysis of capital expenditure to data center capacity to revenue conversion.

S&P 500 and Nasdaq-100 futures also rose Monday, with traders eyeing Fed minutes due Wednesday from Chair Kevin Warsh's first meeting

Microsoft has become a big beneficiary of the AI boom.

The Vanguard Information Technology ETF (NYSEARCA:VGT) just gave back a chunk of its 2026 run, sliding 5% in a single week as semiconductor names corrected. The fund is still up about 21% year to date and roughly 39% over the past year, but holders should treat that pullback as the market beginning to question the ... VGT Investors: Watch Hyperscaler Capex Guidance in H2 2026

AI data center startup Crusoe is in talks to raise about $3 ‌billion in a funding round that ‌may triple its valuation, Bloomberg News reported on Thursday, ​citing people familiar with the situation. The startup has contracts to supply AI computing power for the likes of Meta and Oracle, the report ‌said, as technology ⁠giants spend billions of dollars on data centers to meet the massive ⁠computing requirements for GenAI. The startup, which builds ‌and operates the type of large data centers that power AI systems, is still in active talks on the round, and a final valuation has not been set, according to ‌the Bloomberg report.

CPI FIM has delivered a strong 93.6% return over the past five years, yet the current valuation checks lean cautious, with the stock recently down over shorter time frames and scoring poorly on several metrics. Around 93.6% total return over five years suggests CPI FIM has rewarded patient shareholders, even though the share price has been weak more recently. The long term story for the stock may hinge on whether CPI FIM can keep translating its assets into consistent cash flow. At the same...

Investors are entering the second-quarter earnings season focused on whether heavy artificial intelligence spending by major technology companies will begin translating into stronger revenue growth, according to Wedbush Securities analysts. Wedbush wrote that recent weakness in large-cap...

(Bloomberg) -- Former Walt Disney Co. Chief Executive Officer Bob Iger and Thrive Capital founder Joshua Kushner have hired investment bankers and discussed making a bid for the National Basketball Association expansion team in Las Vegas, according to people familiar with their plans. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardOil Tra

SpaceX IPO buzz faded as AI volatility, hotter inflation, and a shortened trading week shifted investor focus toward earnings season

Investing.com -- Bernstein said Google Cloud has emerged as the leading AI cloud platform after a strong first quarter, with accelerating cloud growth and rising profitability helping it pull ahead of rivals in incremental cloud revenue despite continued heavy spending on AI infrastructure.

Oracle shares sink on reports that OpenAI is considering delaying its highly anticipated IPO. Here’s why such a development would be bearish for ORCL stock.

Oracle was among AI stocks that lost ground Friday, following a report that OpenAI is considering delaying its IPO.

The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.

Demand for memory chips is pushing prices higher. Will AI’s promise of increased productivity come in time to temper that inflation?

Mizuho reiterated its Outperform rating and $320 price target on Oracle after the company’s fourth-quarter results.Oracle’s cloud infrastructure business is growing quickly, but investors are focused on capital spending, debt, and free cash flow.The bigger question is whether the demand for ...

The billionaire’s private friendship with the president has helped Oracle’s business and his son’s media conglomerate.

Summary: Oracle has laid off about 13% of its global workforce over the past fiscal year. Are these job cuts bullish or bearish for ORCL shares’ long-term thesis? Let’s find out!

Investing.com -- Oracle Corporation eliminated 21,000 positions over the past year, representing nearly 13% of its workforce, as the technology sector continues widespread job cuts linked to artificial intelligence adoption.

The volatility in tech stocks isn’t stopping SpaceX’s first-ever bond sale. A day after holding calls with investors, Elon Musk’s rocket/internet/AI company is expected to issue at least $20 billion of bonds to pay back an earlier loan from banks and possibly fund other spending, according to investors familiar with the matter.

It’s a rough day for stocks that have benefited from the AI rally this year. These stocks are among the deepest in the red this morning: Chip makers: Micron Technology is down 12%. Advanced Micro Devices, Marvell Technology and Qualcomm fell between 6% to 9% at the opening bell.

Oracle cut 21,000 jobs in the past year.