Actualités

Oracle dismissed concerns of delay, saying that Project Jupiter remains on schedule.

Oracle's enormous cloud backlog provides demand visibility, but data-center construction continues requiring substantial external capital.

Oracle is planning fresh layoffs before September as debt and AI infrastructure spending squeeze cash flow, according to a new report.

David Ellison is dangling CNN to appease critics of his massive Warner Bros. Discovery deal, but the attorneys general suing to block it say the offer solves nothing. A September deadline and a seven-figure daily fee are forcing a decision that no single concession can fix.

Cuts could reach double-digit percentages on some teams, with Oracle aiming to reduce payroll before September 1

Oracle slashed its workforce by 13% in fiscal year 2026.

Oracle just hit a fresh 52-week low, while its AI backlog is exploding.

NVIDIA just picked a side in the AI cloud wars, and the market responded by punishing one company while rewarding another. Find out why one neocloud surged while a giant stumbled when billions in fresh capital started moving.

Even owning TikTok may not be enough to save Oracle stock.

Nvidia Bets Billions on AI Power: Chip Giant Eyes $3 Billion Lancium Deal

Adobe has deliberately traded near-term recurring revenue for free users, and the option chain is charging for the uncertainty that leaves behind.

Intel just chose to sell $15 billion worth of its own stock rather than borrow more money, and shareholders are already paying the price. The question hanging over the entire AI infrastructure boom is whether anyone building it will ever generate enough cash to justify the cost.

Bezos' planned $4B AMZN share sale sparks a pullback, but strong AWS, AI and retail momentum suggest the move doesn't alter the company's growth story.

NOW's 23% YTD drop reflects AI competition and valuation concerns, even as subscription growth and AI monetization remain strong.

Oracle's AI Expansion Comes Under Pressure as Default Risk Surges

Tech stocks coverage for the week of Aug. 3.

Nvidia and Oracle shareholders are losing patience, but now is not the time to ditch these tech giants.

Former OpenAI researcher Leopold Aschenbrenner’s $20-billion AI-focused fund is unwinding public equity bets as the sector’s recent selloff takes its toll.

Oracle's credit-default-swap cost substantially exceeds other AI-linked issuers as investors question returns from debt-funded infrastructure.

Amazon's latest borrowing attracted substantially weaker demand as technology companies issued $194 billion to finance AI investment.

Credit markets are quietly repricing the AI infrastructure boom, and the pain is landing hardest on a handful of heavily levered names whose borrowing costs just hit levels that historically signal serious distress.

Caterpillar has benefited from AI's growing demand for power, but is it worth buying the stock?

Investing.com -- U.S. chip stocks extended losses in premarket trading Tuesday, building on Monday’s declines after a broad selloff swept through Asian semiconductor names overnight as investors pulled back from AI-linked stocks amid growing worries about how the industry’s infrastructure buildout is being financed and rising competitive pressure from China.

A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.

Tech stocks are trying to take advantage of falling rates.

Wall Street stocks are predicted to open sharply higher on Monday as a pause in US and Iranian attacks sent oil prices tumbling ahead of a massive week for markets, including a Federal Reserve meeting and earnings from several tech megacaps. Dow Jones futures were up 568 points, or 1.1%,...

Larry Ellison's fortune, Oracle's stock, and Hollywood's biggest merger are now deeply intertwined -- and investors should understand why the outcome could matter far beyond the entertainment industry.

AI data centers are putting pressure on the US power grid, making grid equipment manufacturers, apart from chipmakers, direct beneficiaries of the AI buildout. US data center power consumption is expected to increase 22% in a single year, with total grid demand almost tripling to 134.4 GW by 2030. Hyperscalers such as Amazon, Google, Microsoft, […]

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

Bloom Energy (NYSE:BE) shares are tumbling 13% to $188 in Friday afternoon trading, dragging Bloom’s peers lower across the hydrogen and fuel-cell complex. FuelCell Energy (NASDAQ:FCEL) stock is off 9% to $21, while Plug Power (NASDAQ:PLUG) shares are slipping 4% to $2.10. There isn’t a clean, company-specific catalyst behind the Bloom Energy stock move today. ... Bloom Energy Tumbles 13%, FuelCell Energy Drops 9%, Plug Power Slips 4% in Fuel-Cell Selloff