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Next year, sales are expected to grow by 59% to $80 billion with earnings surging by more than 80% to $13.87.

Which big tech giants can actually prove their AI spending is paying off? Microsoft and Amazon show some clear numbers; the rest will make you squint.

Oracle (NYSE:ORCL) shares rallied 9. 22% on Monday, August 3, extending their recent recovery and lifting the stock’s gain over the past week to 18.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Pimco is reshaping AI data center debt by setting stricter financing terms, starting with Oracle's $16B Michigan campus financing.

Microsoft's growth story is undeniable, but its latest earnings call revealed the one question that truly matters: who is paying for the large AI buildout, and what happens if they stop.

Elon Musk became the world’s first trillionaire earlier this year with the SpaceX IPO adding to his net wealth. While Musk’s net worth has dropped with a declining stock price for both SpaceX and Tesla Inc, he remains head and...

Oracle stock sits 28% in the red while cloud peers celebrate a banner year, and the gap comes down to one brutal question: can a $638 billion backlog and a mountain of AI debt actually produce the earnings needed for a recovery?

Accelerating demand reported by major cloud providers improved sentiment toward infrastructure companies across the AI investment cycle.

Investors who exited high-profile hyperscaler stocks because of surging AI capex may be overlooking an important point: Tech giants' cloud computing backlogs support their strong spending plans.

Baycrest Hospital and Sunnybrook Health Sciences Centre are rolling out a joint Oracle Health EHR platform across hospital and ambulatory clinics in Ontario. The project focuses on improving care coordination, clinician workflow, and patient experiences across multi facility health systems. This customer win expands Oracle Health’s presence in mission critical healthcare IT and supports digitization of clinical operations. For investors tracking NYSE:ORCL, this move underlines Oracle’s push...

AMD heads into its August 4 earnings report riding a massive AI-fueled surge, but a demanding valuation and fresh insider selling raise the question of whether the rally has legs or a stumble is coming.

Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change or just a relief bounce before the next round of capex anxiety.

Shares of hyperscaler companies climbed higher on Monday.

Salesforce (NYSE:CRM) currently trades at $184.02, while the Wall Street consensus price target sits at $241.72. That implies roughly 31% upside from current levels. Salesforce sells cloud-based CRM software and has repositioned itself as the operating system for what CEO Marc Benioff calls the “agentic enterprise,” with Agentforce and Data 360 driving growth. Wall Street ... Salesforce Remains Down But Turning Positive: 100%+ Returns Lie Ahead According to This Analyst

Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 19.00% in the second quarter of 2026, outperforming the Russell 1000 Growth Index’s 16.74% gain as strong stock selection and an overweight position in healthcare supported results. The […]

Oracle is catching a double tailwind from easing geopolitical tensions and an expanded AI partnership with Alphabet.

A sudden shift in geopolitical risk flipped the switch on AI cloud stocks Monday morning, sending CoreWeave, Snowflake, Oracle and Nebius sharply higher, but the group carries a history of giving back gains just as fast as it captures them.

Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Tech stocks coverage for the week of Aug. 3.

Which hyperscaler's balance sheet could ride out a rough stretch, and which couldn't? The gap between Microsoft and Oracle is wider than their spending suggests.

SpaceX reported second quarter results on Tuesday that topped estimates— its first report as a public company.

Are all these AI spending figures actually comparable? Not quite, and the fine print is where this five-company story gets interesting.

Is it truly possible that artificial intelligence, the very technological wave promised to unlock trillions in enterprise productivity, could end up upending Oracle (ORCL), the staid, unshakeable, fifty-year-old titan of relational enterprise databases? The company that has quietly powered global banking, enterprise logistics, and government administration for half a century is now carrying a very different kind of balance sheet, one built on server racks, liquid cooling pipes, and high-interest

Oracle's big DoD contract is a reason to buy Oracle stock, not sell it.

Major cloud companies all reported stellar growth, paving the way for more AI spending.

Larry Ellison's Oracle gambled its balance sheet on an AI future that analysts are now calling the most dangerous financial bubble in history, and the bill is coming due faster than anyone expected.

Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services. It’s against this backdrop that the Department of Veterans Affairs (VA) has expanded its relationship with Salesforce Inc. (NYSE:CRM). On July 24, Salesforce announced that it has secured a 3-year agreement with the […]

AI spending is ramping up, but this tech stock looks like a good deal.