The Ledger

ORCL

Oracle CorporationTechnologysp500

Last close $184.49May 11, 2026

Day −4.82%

Everything we've seen

·May 12, 4:04 PMstreamnews
Alphabet's 160% rally in a year reflects value of owning 'most of the stack' in AI
Google was seen as an AI laggard in the early days of the AI boom, but investors are now betting that the search giant will be a clear winner.
·May 12, 4:04 PMstreamnews
It's not too late to get into the AI trade, says Futurum's Daniel Newman
Daniel Newman, Futurum Group, joins 'Closing Bell Overtime' to talk what continues to drive the AI trade and how long it can sustain.
·May 12, 4:04 PMstreamnews
Big Tech Keeps Piling On AI Debt. Spending Is Set to Soar.
Gone are the days when operating cash flow could cover the bills. 2026 is shaping up to be a milestone year.
·May 12, 4:04 PMstreamnews
Oracle finally pauses after sharp AI fueled rally
AI optimism pauses after massive 6 session run
·May 12, 4:04 PMstreamnews
SoftBank Eyes $100 Billion France AI Push
Masayoshi Son is reportedly considering a major French AI infrastructure push.
·May 12, 4:04 PMstreamnews
Oracle (ORCL) Stock Slides as Market Rises: Facts to Know Before You Trade
In the most recent trading session, Oracle (ORCL) closed at $193.84, indicating a -1.08% shift from the previous trading day.
·May 12, 4:04 PMstreamnews
Oracle Deepens AI HR Workflows With Eightfold Integration And Valuation Upside
Eightfold AI has launched an agentic interview intelligence integration with Oracle Fusion Cloud Recruiting. The integration embeds autonomous interviewing tools into Oracle's HR workflow for enterprise clients. Eightfold AI's capabilities run on Oracle Cloud Infrastructure, expanding Oracle's AI powered HR offering. For investors watching NYSE:ORCL, this move sits at the intersection of cloud, AI, and HR software. Oracle already serves large enterprises with Fusion Cloud applications, and...
·May 12, 4:04 PMstreamnews
Oracle : AI Database@AWS Now Available in Switzerland
Zurich-May 12, 2026 Oracle and Amazon Web Services are now offering Oracle AI Database@AWS to customers in Switzerland. With the offering's debut in the AWS Europe Region,...
·May 12, 4:04 PMstreamnews
Is Oracle (ORCL) One of the Best Robinhood Stocks to Buy According to Billionaires?
Oracle Corporation (NYSE:ORCL) is included among the 10 Best Robinhood Stocks to Buy According to Billionaires. On May 8, Arete analyst Adam Shepherd upgraded Oracle Corporation (NYSE:ORCL) to Buy from Neutral and set a $255 price target on the stock. The firm said supply constraints in graphics processing units are helping industry economics. It also […]
·May 12, 4:04 PMstreamnews
Amazon Kicks Off Debut Swiss Franc Bond Sale in Record Six Parts
(Bloomberg) -- Amazon.com Inc. has begun the sale of its first Swiss franc bonds as it looks to raise a record six-part deal in the currency.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’The company is selling debt due in three, six, nine, 12, 18 and 25-years, according to a person f
·May 12, 4:04 PMstreamnews
SoftBank has injected $450 million into this British AI chip company
U.K.-based Graphcore is developing AI chips and systems and was acquired by the Japanese giant in 2024.
·May 12, 4:04 PMstreamnews
SAP ramps up push to bring AI agents to finance teams
The rollout spans FP&A, tax, and treasury, as SAP moves to an end-to-end approach for automating finance workflows.
·May 12, 4:04 PMstreamnews
Oracle : Ishan Technologies Boosts Service Agility and Customer Experiences with Oracle
Ahmedabad, India and Austin, Texas-May 12, 2026 Ishan Technologies, a rapidly evolving information and communication technology company, has selected Oracle Communications to...
·May 12, 4:04 PMstreamnews
Trump's China trip, Nadella's testimony, GM layoffs and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
·May 12, 4:04 PMstreamnews
[Latest] Global Clinical Informatics Market Size/Share Worth USD 962.41 Billion by 2035 at a 13.36% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis)
[220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global Clinical Informatics Market size & share revenue was valued at approximately USD 274.64 Billion in 2025 and is expected to reach USD 311.33 Billion in 2026 and is expected to reach around USD 962.41 Billion by 2035, at a CAGR of 13.36% between 2026 and 2035. The key market players listed in the report with their sales, revenues and strategies are Koninklijke Philips
·May 12, 4:04 PMstreamnews
'It All Came On His Watch' – Kevin O'Leary Says Trump Will Be Remembered As 'The AI President' Amid AI-Led Market Boom And Productivity Gains
·May 12, 4:04 PMstreamnews
Oracle Java to Power Samsung Electronics' Global Semiconductor Development
Oracle today announced that the Oracle Java SE Universal Subscription will help standardize global software development at Samsung Electronics, a world leader in advanced semiconductor technology. With the Oracle Java SE Universal Subscription, Samsung can simplify IT operations and strengthen security by consolidating its global internal application development on Oracle Java.
·May 12, 4:04 PMstreamnews
New coalition launches to advance and scale optical connections for AI data centers
3M (NYSE: MMM) today announced it has joined a group of leading technology companies to establish a new multi-source agreement (MSA) focused on advancing open, interoperable specifications for expanded beam optical (EBO) connectivity in AI infrastructure. Expanded beam optical technology is increasingly seen as a critical enabler for AI infrastructure, offering advantages in reliability, ease of maintenance, and performance in high-density environments. As hyperscale and enterprise AI deployment
·May 12, 4:04 PMstreamnews
Oracle Expands Samsung Partnership To Boost Java Security
Oracle deepens partnership with Samsung to support semiconductor engineering with proactive patching and technical assistance.
·May 12, 4:04 PMstreamnews
Salesforce Generates Strong Cash Flow: Can It Boost Shareholder Value?
CRM's $14.4B free cash flow in fiscal 2026 powers $14.3B in shareholder returns and AI investments like Agentforce and Data 360.
·May 12, 4:04 PMstreamnews
3M Expands AI Data Center Push With New Optical Connectivity Partnership
3M joins a new initiative to develop open AI data center connectivity standards, MMM stock trades lower Tuesday.
·May 12, 4:04 PMstreamnews
7 Numbers That Should Make Investors Cautious
We highlight seven 'off the radar' numbers that should give prudent investors pause about current trading levels of the markets. Read the full analysis here.
·May 12, 4:04 PMstreamnews
Red Rover Health Joins Oracle's Partner Program
Red Rover Health, a leading provider of integration-as-a-service, today announced it has joined Oracle's enhanced partner program. For more than 40 years, Oracle has been working closely with partners to help drive joint customer success and business momentum. By joining Oracle's partner program, Red Rover Health has the opportunity to establish Oracle-related knowledge in delivering seamlessly integrated software solutions with Oracle Health Foundation EHR to allow health systems to freely choo
·May 12, 4:04 PMstreamnews
Amazon Launches Its First Swiss Franc Bond
Amazon launched its debut Swiss franc bond in a record six-part deal
·May 12, 4:04 PMstreamnews
10 Information Technology Stocks Whale Activity In Today's Session
·May 12, 4:04 PMstreamnews
Shifting Sentiment: These Stocks Have Bounced Back Big
Though the start of 2026 wasn't kind to Oracle and Roku, both have bounced back in a big way over the past month, outperforming the S&P 500 and benefiting from strong quarterly results.
·May 12, 4:04 PMstreamnews
AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
·May 12, 4:04 PMstreamnews
Oracle Could See Fiscal Q4 Upside From Restructuring, Strong Tech Infrastructure Spending, Oppenheimer Says
Oracle (ORCL) could see fiscal Q4 upside and potential guidance upgrades from strong technology infr
·May 12, 4:04 PMstreamnews
VoucherCart for Oracle OPERA Cloud Now Available on Oracle Cloud Marketplace
VoucherCart enhances its Oracle OPERA Cloud integration with the VoucherCart Reservations Module (VRM), enabling guests to self-redeem prepaid vouchers and gift cards online while automatically creating reservations within Oracle OPERA Cloud PMS EDINBURGH, ...
·May 12, 4:04 PMstreamnews
Equities Fall Intraday Amid Tech Sell-Off
US benchmark equity indexes were mostly lower intraday, weighed down by a technology sell-off, as in
·May 12, 4:04 PMstreamnews
Microsoft secures structural wins in OpenAI revenue cap deal, Wedbush says
OpenAI has agreed to cap the total revenue it shares with Microsoft Corp (NASDAQ:MSFT) at $38 billion through 2030, down sharply from a prior arrangement that could have generated as much as $135 billion in cumulative payments for the software giant, according to people familiar with the...
·May 12, 4:04 PMstreamnews
Chip Stocks Have Been Crushing Software. Here’s How to Play Both.
The Invesco QQQ Trust, up 15% this year, offers a “barbell” strategy for exposure to both chip and software companies.
·May 12, 4:04 PMstreamnews
Oracle Set to Post Strong Results Amid Tech Infrastructure Spending, Oppenheimer Says
Oracle's (ORCL) fiscal fourth-quarter results are likely to benefit from robust spending on technolo
·May 12, 4:02 PMstreamnews
Oracle Expands Samsung Partnership To Boost Java Security
Oracle deepens partnership with Samsung to support semiconductor engineering with proactive patching and technical assistance.
·May 12, 4:02 PMstreamnews
Salesforce Generates Strong Cash Flow: Can It Boost Shareholder Value?
CRM's $14.4B free cash flow in fiscal 2026 powers $14.3B in shareholder returns and AI investments like Agentforce and Data 360.
·May 12, 4:02 PMstreamnews
3M Expands AI Data Center Push With New Optical Connectivity Partnership
3M joins a new initiative to develop open AI data center connectivity standards, MMM stock trades lower Tuesday.
·May 12, 4:02 PMstreamnews
7 Numbers That Should Make Investors Cautious
We highlight seven 'off the radar' numbers that should give prudent investors pause about current trading levels of the markets. Read the full analysis here.
·May 12, 4:02 PMstreamnews
Red Rover Health Joins Oracle's Partner Program
Red Rover Health, a leading provider of integration-as-a-service, today announced it has joined Oracle's enhanced partner program. For more than 40 years, Oracle has been working closely with partners to help drive joint customer success and business momentum. By joining Oracle's partner program, Red Rover Health has the opportunity to establish Oracle-related knowledge in delivering seamlessly integrated software solutions with Oracle Health Foundation EHR to allow health systems to freely choo
·May 12, 4:02 PMstreamnews
Amazon Launches Its First Swiss Franc Bond
Amazon launched its debut Swiss franc bond in a record six-part deal
·May 12, 4:02 PMstreamnews
10 Information Technology Stocks Whale Activity In Today's Session
·May 12, 4:02 PMstreamnews
Shifting Sentiment: These Stocks Have Bounced Back Big
Though the start of 2026 wasn't kind to Oracle and Roku, both have bounced back in a big way over the past month, outperforming the S&P 500 and benefiting from strong quarterly results.
·May 12, 4:02 PMstreamnews
AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month
·May 12, 4:02 PMstreamnews
Oracle Could See Fiscal Q4 Upside From Restructuring, Strong Tech Infrastructure Spending, Oppenheimer Says
Oracle (ORCL) could see fiscal Q4 upside and potential guidance upgrades from strong technology infr
·May 12, 4:02 PMstreamnews
VoucherCart for Oracle OPERA Cloud Now Available on Oracle Cloud Marketplace
VoucherCart enhances its Oracle OPERA Cloud integration with the VoucherCart Reservations Module (VRM), enabling guests to self-redeem prepaid vouchers and gift cards online while automatically creating reservations within Oracle OPERA Cloud PMS EDINBURGH, ...
·May 12, 4:02 PMstreamnews
Chip Stocks Have Been Crushing Software. Here’s How to Play Both.
The Invesco QQQ Trust, up 15% this year, offers a “barbell” strategy for exposure to both chip and software companies.
·May 12, 4:02 PMstreamnews
Oracle Set to Post Strong Results Amid Tech Infrastructure Spending, Oppenheimer Says
Oracle's (ORCL) fiscal fourth-quarter results are likely to benefit from robust spending on technolo
·May 12, 4:02 PMstreamnews
Equities Fall Intraday Amid Tech Sell-Off
US benchmark equity indexes were mostly lower intraday, weighed down by a technology sell-off, as in
·May 12, 4:02 PMstreamnews
Microsoft secures structural wins in OpenAI revenue cap deal, Wedbush says
OpenAI has agreed to cap the total revenue it shares with Microsoft Corp (NASDAQ:MSFT) at $38 billion through 2030, down sharply from a prior arrangement that could have generated as much as $135 billion in cumulative payments for the software giant, according to people familiar with the...
·May 12, 4:02 PMstreamnews
Oracle finally pauses after sharp AI fueled rally
AI optimism pauses after massive 6 session run
!May 12, 3:31 PMsignal
Agent VII — Day Trader — analyze_failed
?May 12, 3:15 PMdecisionconsidered
Agent VII — Day Trader — decide: skip
There are no recent headlines or clear catalysts explaining the ~4.5% decline in ORCL today, making it difficult to assess whether this is a sustained move or a gap/thin-volume anomaly. The macro context (elevated 5-year inflation expectations) is not directly bearish for ORCL as a tech/cloud name. With only 30 minutes remaining until the forced close, there is limited time for meaningful continuation even if the thesis were clearer.
!May 12, 3:15 PMsignalseverity -0.05
Agent VII — Day Trader — day_trade_skipped
There are no recent headlines or clear catalysts explaining the ~4.5% decline in ORCL today, making it difficult to assess whether this is a sustained move or a gap/thin-volume anomaly. The macro context (elevated 5-year inflation expectations) is not directly bearish for ORCL as a tech/cloud name. With only 30 minutes remaining until the forced close, there is limited time for meaningful continuation even if the thesis were clearer.
?May 12, 3:01 PMdecisionconsidered
Agent VII — Day Trader — decide: skip
There are no recent headlines or identifiable catalysts explaining ORCL's -4.41% decline today, making it difficult to assess whether this is a fundamental repricing or a technical/liquidity-driven move. The macro context (elevated 5-year inflation expectations) is not directly bearish for ORCL as a tech/enterprise software name, offering no clear directional signal. With only 45 minutes remaining until the forced close cutoff, even if a thesis existed, there is limited time for meaningful continuation, and late-session mean-reversion is plausible in the absence of a clear catalyst.
!May 12, 3:01 PMsignalseverity -0.04
Agent VII — Day Trader — day_trade_skipped
There are no recent headlines or identifiable catalysts explaining ORCL's -4.41% decline today, making it difficult to assess whether this is a fundamental repricing or a technical/liquidity-driven move. The macro context (elevated 5-year inflation expectations) is not directly bearish for ORCL as a tech/enterprise software name, offering no clear directional signal. With only 45 minutes remaining until the forced close cutoff, even if a thesis existed, there is limited time for meaningful continuation, and late-session mean-reversion is plausible in the absence of a clear catalyst.
?May 12, 2:45 PMdecisionconsidered
Agent VII — Day Trader — decide: skip
There are no recent headlines or clear fundamental catalysts to explain the -4.56% move in ORCL today, making it difficult to assess whether selling pressure has a narrative driver that would sustain it into the close. The macro context (elevated 5-year inflation expectations) is not directly bearish for a large-cap tech/software name like Oracle. With only 60 minutes remaining and no identifiable catalyst, the move may reflect morning institutional selling or thin liquidity rather than a sustained trend, suggesting limited additional downside conviction.
!May 12, 2:45 PMsignalseverity -0.05
Agent VII — Day Trader — day_trade_skipped
There are no recent headlines or clear fundamental catalysts to explain the -4.56% move in ORCL today, making it difficult to assess whether selling pressure has a narrative driver that would sustain it into the close. The macro context (elevated 5-year inflation expectations) is not directly bearish for a large-cap tech/software name like Oracle. With only 60 minutes remaining and no identifiable catalyst, the move may reflect morning institutional selling or thin liquidity rather than a sustained trend, suggesting limited additional downside conviction.
?May 12, 2:31 PMdecisionconsidered
Agent VII — Day Trader — decide: skip
There are no recent headlines or identifiable catalysts explaining the ~4.5% decline in ORCL today, making it difficult to assess whether this is a fundamental driver or technical/flow-driven move. The macro context (elevated 5-year inflation expectations) is most relevant to commodities and TIPS, not directly to an enterprise software name like Oracle. With 74 minutes remaining and no clear news catalyst, mean-reversion pressure is plausible, but without understanding the source of the move, conviction in either direction is low.
!May 12, 2:31 PMsignalseverity -0.05
Agent VII — Day Trader — day_trade_skipped
There are no recent headlines or identifiable catalysts explaining the ~4.5% decline in ORCL today, making it difficult to assess whether this is a fundamental driver or technical/flow-driven move. The macro context (elevated 5-year inflation expectations) is most relevant to commodities and TIPS, not directly to an enterprise software name like Oracle. With 74 minutes remaining and no clear news catalyst, mean-reversion pressure is plausible, but without understanding the source of the move, conviction in either direction is low.
?May 12, 2:15 PMdecisionconsidered
Agent VII — Day Trader — decide: skip
There are no recent headlines or clear catalysts explaining the ~4.84% decline in ORCL, which makes it difficult to assess whether this is a fundamental move or noise/thin-volume selling. The macro context around elevated 5-year inflation expectations is more relevant to commodities and TIPS than to large-cap tech/software like ORCL. With 90 minutes remaining and no supporting narrative, mean-reversion is plausible, but without a clear catalyst for either continuation or reversal, the most prudent call is uncertain.
!May 12, 2:15 PMsignalseverity -0.05
Agent VII — Day Trader — day_trade_skipped
There are no recent headlines or clear catalysts explaining the ~4.84% decline in ORCL, which makes it difficult to assess whether this is a fundamental move or noise/thin-volume selling. The macro context around elevated 5-year inflation expectations is more relevant to commodities and TIPS than to large-cap tech/software like ORCL. With 90 minutes remaining and no supporting narrative, mean-reversion is plausible, but without a clear catalyst for either continuation or reversal, the most prudent call is uncertain.
?May 12, 2:00 PMdecisionconsidered
Agent VII — Day Trader — decide: skip
There are no recent headlines or clear catalysts explaining the ~4.85% decline in ORCL today, making it difficult to assess whether selling pressure is fundamentally driven or represents a gap/flush that may stabilize. The macro context (elevated 5-year inflation expectations) is not directly bearish for a large-cap tech/cloud name like Oracle in the near term. With 105 minutes remaining, there is meaningful time for either a partial recovery or continued drift, but without a clear catalyst the setup does not meet the threshold for a high-conviction continuation trade.
!May 12, 2:00 PMsignalseverity -0.05
Agent VII — Day Trader — day_trade_skipped
There are no recent headlines or clear catalysts explaining the ~4.85% decline in ORCL today, making it difficult to assess whether selling pressure is fundamentally driven or represents a gap/flush that may stabilize. The macro context (elevated 5-year inflation expectations) is not directly bearish for a large-cap tech/cloud name like Oracle in the near term. With 105 minutes remaining, there is meaningful time for either a partial recovery or continued drift, but without a clear catalyst the setup does not meet the threshold for a high-conviction continuation trade.
?May 12, 12:00 PMdecisionconsidered
Agent VII — Day Trader — decide: skip
ORCL is down nearly 5% intraday but there is no clear catalyst in the available headlines directly tied to Oracle — the AMD headline is unrelated and offers no directional signal for ORCL. With 225 minutes remaining until the forced close, there is meaningful time left, but without a confirmed fundamental driver (earnings miss, guidance cut, sector-specific news), the move could reflect broader tech rotation or a gap that partially fills. Elevated inflation expectations (T5YIE 1.9σ above trend) create a mildly unfavorable macro backdrop for high-multiple tech names, but not enough conviction to call continuation with confidence.
!May 12, 12:00 PMsignalseverity -0.05
Agent VII — Day Trader — day_trade_skipped
ORCL is down nearly 5% intraday but there is no clear catalyst in the available headlines directly tied to Oracle — the AMD headline is unrelated and offers no directional signal for ORCL. With 225 minutes remaining until the forced close, there is meaningful time left, but without a confirmed fundamental driver (earnings miss, guidance cut, sector-specific news), the move could reflect broader tech rotation or a gap that partially fills. Elevated inflation expectations (T5YIE 1.9σ above trend) create a mildly unfavorable macro backdrop for high-multiple tech names, but not enough conviction to call continuation with confidence.
?May 12, 11:45 AMdecisionconsidered
Agent VII — Day Trader — decide: skip
The ~4.9% decline in ORCL lacks a clear catalyst in the provided headlines, which focus on AMD and other growth stocks rather than ORCL-specific news. With 240 minutes remaining, there is meaningful time for either continuation or mean reversion, but without a fundamental driver (earnings miss, guidance cut, or sector-specific headwind) the move appears ambiguous. The elevated inflation expectations (T5YIE at 1.9σ above trend) could weigh on high-multiple tech names generally, but this macro signal is non-specific and insufficient to confidently call continuation.
!May 12, 11:45 AMsignalseverity -0.05
Agent VII — Day Trader — day_trade_skipped
The ~4.9% decline in ORCL lacks a clear catalyst in the provided headlines, which focus on AMD and other growth stocks rather than ORCL-specific news. With 240 minutes remaining, there is meaningful time for either continuation or mean reversion, but without a fundamental driver (earnings miss, guidance cut, or sector-specific headwind) the move appears ambiguous. The elevated inflation expectations (T5YIE at 1.9σ above trend) could weigh on high-multiple tech names generally, but this macro signal is non-specific and insufficient to confidently call continuation.
!May 12, 11:25 AMsignal
Agent VI — Options Momentum — insufficient_capital
!May 12, 11:25 AMsignal
Agent VI — Options Momentum — insufficient_capital
?May 12, 11:15 AMdecisionconsidered
Agent VII — Day Trader — decide: skip
The -4.72% move in ORCL lacks a clear, identifiable catalyst in the available headlines — the AMD/growth stocks article is unrelated and provides no directional signal for ORCL specifically. With 270 minutes remaining, there is ample time for mean reversion, especially given no fresh negative news anchoring the selloff. The elevated inflation expectations (T5YIE at 1.9σ above trend) could weigh on high-multiple tech names, but this is a diffuse macro factor rather than a stock-specific driver, making continuation uncertain rather than highly probable.
!May 12, 11:15 AMsignalseverity -0.05
Agent VII — Day Trader — day_trade_skipped
The -4.72% move in ORCL lacks a clear, identifiable catalyst in the available headlines — the AMD/growth stocks article is unrelated and provides no directional signal for ORCL specifically. With 270 minutes remaining, there is ample time for mean reversion, especially given no fresh negative news anchoring the selloff. The elevated inflation expectations (T5YIE at 1.9σ above trend) could weigh on high-multiple tech names, but this is a diffuse macro factor rather than a stock-specific driver, making continuation uncertain rather than highly probable.
?May 12, 11:00 AMdecisionconsidered
Agent VII — Day Trader — decide: skip
The -4.40% decline in ORCL lacks a clear company-specific catalyst in the available headlines, making it difficult to assess whether this is a fundamental repricing or a sympathy/macro-driven move. The macro context shows elevated 5-year inflation expectations (2.62, ~1.9σ above trend), which could pressure growth/tech valuations like ORCL, but this is a diffuse headwind rather than a sharp directional catalyst. With 285 minutes remaining and no strong news-driven narrative to sustain selling pressure, a partial mean-reversion or consolidation is as likely as continuation, warranting an uncertain stance.
!May 12, 11:00 AMsignalseverity -0.04
Agent VII — Day Trader — day_trade_skipped
The -4.40% decline in ORCL lacks a clear company-specific catalyst in the available headlines, making it difficult to assess whether this is a fundamental repricing or a sympathy/macro-driven move. The macro context shows elevated 5-year inflation expectations (2.62, ~1.9σ above trend), which could pressure growth/tech valuations like ORCL, but this is a diffuse headwind rather than a sharp directional catalyst. With 285 minutes remaining and no strong news-driven narrative to sustain selling pressure, a partial mean-reversion or consolidation is as likely as continuation, warranting an uncertain stance.
?May 12, 10:45 AMdecisionconsidered
Agent VII — Day Trader — decide: skip
The -4.10% decline in ORCL lacks a clear direct catalyst in the available headlines — the AMD-related article is unrelated to Oracle specifically, providing no confirmation of a fundamental driver behind today's move. With 300 minutes remaining until the cutoff (essentially a full remaining session), there is time for either continuation or mean reversion, but the absence of a specific negative catalyst for ORCL makes it difficult to assign high confidence to further downside. Elevated inflation expectations (T5YIE at 1.9σ above trend) create a modestly risk-off backdrop that could weigh on high-multiple tech names like ORCL, but this macro signal is not strong enough alone to drive high-conviction continuation.
!May 12, 10:45 AMsignalseverity -0.04
Agent VII — Day Trader — day_trade_skipped
The -4.10% decline in ORCL lacks a clear direct catalyst in the available headlines — the AMD-related article is unrelated to Oracle specifically, providing no confirmation of a fundamental driver behind today's move. With 300 minutes remaining until the cutoff (essentially a full remaining session), there is time for either continuation or mean reversion, but the absence of a specific negative catalyst for ORCL makes it difficult to assign high confidence to further downside. Elevated inflation expectations (T5YIE at 1.9σ above trend) create a modestly risk-off backdrop that could weigh on high-multiple tech names like ORCL, but this macro signal is not strong enough alone to drive high-conviction continuation.
?May 12, 10:30 AMdecisionconsidered
Agent VII — Day Trader — decide: skip
The -4.47% decline in ORCL lacks a clear company-specific catalyst visible in today's headlines — the only recent headline references AMD and general growth stocks, not ORCL. With 315 minutes remaining (a nearly full trading day), there is ample time for mean reversion, but the absence of a definitive fundamental driver (earnings miss, guidance cut, major news) makes it difficult to confirm continuation. Elevated 5-year inflation expectations (2.62, +1.9σ) could weigh on high-multiple tech names generally, but this macro signal is not strong enough alone to justify high-conviction continuation of the intraday move.
!May 12, 10:30 AMsignalseverity -0.04
Agent VII — Day Trader — day_trade_skipped
The -4.47% decline in ORCL lacks a clear company-specific catalyst visible in today's headlines — the only recent headline references AMD and general growth stocks, not ORCL. With 315 minutes remaining (a nearly full trading day), there is ample time for mean reversion, but the absence of a definitive fundamental driver (earnings miss, guidance cut, major news) makes it difficult to confirm continuation. Elevated 5-year inflation expectations (2.62, +1.9σ) could weigh on high-multiple tech names generally, but this macro signal is not strong enough alone to justify high-conviction continuation of the intraday move.
?May 12, 10:15 AMdecisionconsidered
Agent VII — Day Trader — decide: skip
ORCL is down ~3.84% today but there is no direct catalyst in the available headlines — the AMD headline is unrelated, and the macro context (elevated 5Y inflation expectations) is more relevant to commodities/TIPS than large-cap tech/software. With 330 minutes still remaining, there is ample time for the move to either stabilize or reverse, especially absent a clear fundamental driver. Mean-reversion tendencies in large-cap tech after gap-down opens without a specific negative catalyst suggest the continuation probability is below the threshold to act.
!May 12, 10:15 AMsignalseverity -0.04
Agent VII — Day Trader — day_trade_skipped
ORCL is down ~3.84% today but there is no direct catalyst in the available headlines — the AMD headline is unrelated, and the macro context (elevated 5Y inflation expectations) is more relevant to commodities/TIPS than large-cap tech/software. With 330 minutes still remaining, there is ample time for the move to either stabilize or reverse, especially absent a clear fundamental driver. Mean-reversion tendencies in large-cap tech after gap-down opens without a specific negative catalyst suggest the continuation probability is below the threshold to act.
?May 12, 10:00 AMdecisionconsidered
Agent VII — Day Trader — decide: skip
The -4.34% decline in ORCL lacks a clear company-specific catalyst in the available headlines, with the only recent news referencing AMD and unrelated growth stocks. The macro context (elevated 5Y inflation breakevens) creates a headwind for high-multiple tech names like ORCL, but this is a diffuse pressure rather than a sharp catalyst. With 345 minutes remaining, there is ample time for mean reversion or stabilization, and without a confirming negative catalyst the move may partially retrace rather than continue lower.
!May 12, 10:00 AMsignalseverity -0.04
Agent VII — Day Trader — day_trade_skipped
The -4.34% decline in ORCL lacks a clear company-specific catalyst in the available headlines, with the only recent news referencing AMD and unrelated growth stocks. The macro context (elevated 5Y inflation breakevens) creates a headwind for high-multiple tech names like ORCL, but this is a diffuse pressure rather than a sharp catalyst. With 345 minutes remaining, there is ample time for mean reversion or stabilization, and without a confirming negative catalyst the move may partially retrace rather than continue lower.
?May 12, 9:45 AMdecisionconsidered
Agent VII — Day Trader — decide: skip
The headlines are vague and non-catalytic — the 'What's Going On With Oracle On Monday?' article suggests the move may be driven by general market sentiment or sector rotation rather than a specific fundamental catalyst for ORCL. With 360 minutes remaining there is ample time for a reversal, but without a clear earnings miss, guidance cut, or major negative news driving the decline, the move lacks the conviction typically needed to sustain a trending down session. Elevated 5-year inflation expectations (2.62, ~1.9σ above trend) create macro headwinds for growth-oriented tech names, but this is a diffuse factor rather than a sharp ORCL-specific catalyst.
!May 12, 9:45 AMsignalseverity -0.02
Agent VII — Day Trader — day_trade_skipped
The headlines are vague and non-catalytic — the 'What's Going On With Oracle On Monday?' article suggests the move may be driven by general market sentiment or sector rotation rather than a specific fundamental catalyst for ORCL. With 360 minutes remaining there is ample time for a reversal, but without a clear earnings miss, guidance cut, or major negative news driving the decline, the move lacks the conviction typically needed to sustain a trending down session. Elevated 5-year inflation expectations (2.62, ~1.9σ above trend) create macro headwinds for growth-oriented tech names, but this is a diffuse factor rather than a sharp ORCL-specific catalyst.
!May 12, 12:55 AMsignal
Agent VI — Options Momentum — insufficient_capital
!May 11, 6:39 PMsignal
Agent VI — Options Momentum — insufficient_capital
!May 11, 6:38 PMsignal
Agent VI — Options Momentum — insufficient_capital
!May 11, 4:13 PMsignal
Agent VI — Options Momentum — insufficient_capital
!May 11, 4:09 PMsignal
Agent VI — Options Momentum — insufficient_capital
!May 11, 3:04 PMsignal
Agent VI — Options Momentum — insufficient_capital
❖May 11, 1:20 PMnewsvia finnhub
Advanced Micro Devices and Other Growth Stocks Are Flying High. History Says Hold on to Them.
If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.
❖May 11, 9:49 AMnewsvia finnhub
What's Going On With Oracle On Monday?
Oracle integrates Eightfold AI Interviewer into recruiting workflows, enhancing automated hiring capabilities.
❖May 11, 8:37 AMnewsvia finnhub
SoftBank's Son considers up to $100 billion investment in France, Bloomberg News reports
SoftBank Group Corp founder Masayoshi Son is considering an investment of up to $100 ‌billion in France, including a multibillion-dollar project ‌to build AI infrastructure in the European nation, Bloomberg News reported on Monday. Companies have been channeling billions into data centres to power generative AI services. OpenAI, Oracle and SoftBank announced in September last year plans for five U.S. AI ‌data centres for ⁠the $500 billion Stargate project, a plan to build a nationwide advanced AI network.
❖May 11, 8:09 AMnewsvia finnhub
Why Silver, Power And Chemicals Will Be The Next Micron Trade, Top AI Expert Says
Wall Street has rarely been louder with bubble warnings on the AI trade after the parabolic moves we’ve recently seen in semiconductors like Micron Technologies Inc. (NASDAQ:MU
❖May 11, 6:50 AMnewsvia finnhub
Hassett says AI isn't costing anybody their job right now — but tech layoffs keep coming
Tech companies have continued to announce layoffs tied to AI, including recent cuts from Amazon, Meta and Oracle.
❖May 11, 4:30 AMnewsvia finnhub
Warner Bros. Discovery: Actually Soft, Not Strong, Earnings; But The Merger Would Cure All, Will It Close?
Warner Bros. Discovery EBITDA improvements are overstated and Paramount merger risks outweigh studio growth. Read why WBD stock is a hold.
❖May 10, 10:06 PMnewsvia finnhub
Youth Lose Faith In Job Market At Historic Rate, Poll Finds — But Older Americans Are Still Upbeat
Young Americans' job market confidence hits record lows as AI layoffs, hiring slowdowns and economic uncertainty grow.
❖May 10, 3:01 PMnewsvia finnhub
'It All Came On His Watch' – Kevin O'Leary Says Trump Will Be Remembered As 'The AI President' Amid AI-Led Market Boom And Productivity Gains
❖May 10, 4:00 AMnewsvia finnhub
Alphabet's 160% rally in a year reflects value of owning 'most of the stack' in AI
Google was seen as an AI laggard in the early days of the AI boom, but investors are now betting that the search giant will be a clear winner.
❖May 9, 3:13 PMnewsvia finnhub
Goldman Sachs spots a troubling big tech trend
For years, investors in the biggest technology companies could count on one reliable outcome: the cash would come back to them. Profits piled up, balance sheets swelled, and buyback programs grew year after year, quietly supporting stock prices even when markets turned volatile. That dynamic is ...
❖May 9, 12:00 PMnewsvia finnhub
SMCI Stock Is in the Doghouse. Super Micro Computer Is Hoping Nuclear Data Centers Can Help Get It Out.
As AI demand keeps rising, Super Micro wants to pair its servers with nuclear-powered energy solutions to tackle growing power needs – a move that could put SMCI back in investors’ good books.
❖May 9, 4:00 AMnewsvia finnhub
Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year
Nvidia is pouring billions of dollars at a time into companies across the AI infrastructure stack, while also signing commercial deals with them.
❖May 9, 2:15 AMnewsvia finnhub
Oracle Layoffs And AI Focus Weigh On Costs Culture And Valuation
Oracle (NYSE:ORCL) has reportedly laid off an estimated 20,000 to 30,000 employees via email at the end of March 2026. The cuts affect a significant share of the workforce and have raised concerns about severance terms and compliance with WARN Act protections. The move comes as Oracle continues to focus on AI and cloud infrastructure, with questions around how the reductions may affect execution and talent retention. For investors watching NYSE:ORCL at a share price of $194.59, the size and...
❖May 8, 6:59 PMnewsvia finnhub
Laid-off Oracle workers tried to negotiate better severance. Oracle said no.
Some found out they didn't qualify for WARN Act protections like two-months notice because the company had classified them as remote workers.
❖May 8, 4:31 PMnewsvia finnhub
US Equity Indexes Advance This Week as AI-Trade Boosts Technology While Iran Ceasefire Continues
US equity indexes rose this week as quarterly earnings showed the benign effect of artificial intell
❖May 8, 2:30 PMnewsvia finnhub
Coinbase & Cloudflare's AI-driven layoffs might not be rewarded
Cloudflare (NET) announced a round of layoffs, following Coinbase's (COIN) similar announcement at the beginning of the week. Yahoo Finance Senior Business Reporter Ines Ferré, Yahoo Finance Senior Reporter Brooke DiPalma, and EMJ Capital founder and president Eric Jackson chat with Yahoo Finance's Brian Sozzi about the growing impact of artificial intelligence (AI) on the workforce.
❖May 8, 1:57 PMnewsvia finnhub
Tech hyperscalers are displacing banks as top U.S. bond issuers
AI hyperscalers issued $121 billion in bonds in 2025, four times their five-year average, and the shift is rewriting credit-index rankings
❖May 8, 1:30 PMnewsvia finnhub
Should workers be worried about more AI layoffs? Acting Labor Secy. responds
While the push into further AI adoption has driven a wide trend of layoffs in the tech sector in 2026, Acting US Secretary of Labor Keith Sonderling speaks with Yahoo Finance Senior Reporter Jennifer Schonberger about how his department is examining artificial intelligence's impact on the labor market.
❖May 8, 11:50 AMnewsvia finnhub
Dan Ives on Apple: AI chapter is finally underway
Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss Ives' investing views on Apple.
❖May 8, 11:07 AMnewsvia finnhub
Jim Cramer Says “I Think That You Should Go With Oracle”
Oracle Corporation (NYSE:ORCL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. A caller asked whether Cramer sees the stock returning to its all-time high. He replied: Okay, I think that last quarter was very good, and people were betting against Oracle. I think that’s a […]
❖May 8, 11:07 AMnewsvia finnhub
Jim Cramer Highlights Caterpillar As One of the Backup Power Plays
Caterpillar Inc. (NYSE:CAT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. It was one of the stocks that Cramer mentioned during the episode, and he said: You need backup power. That’s Caterpillar and Cummins and Generac. As for the actual builders, CoreWeave, Oracle, they’re the […]
❖May 8, 9:36 AMnewsvia finnhub
"Trump Administration Eyeing $400M Settlement From TikTok For DC 'Beautification': Sources" - ABC News
https://abcnews.com/US/trump-administration-eyeing-400m-settlement-tiktok-dc-beautification/story?id=132707914
❖May 8, 9:26 AMnewsvia finnhub
Amazon Starts To Run Low On Cash
The question is not whether Amazon (NASDAQ: AMZN) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems, but only one has a deeper problem. Oracle (NASDAQ: ORCL) has raised money “off-balance-sheet’, and its financial obligations are said to be as high as $300 billion. ... Amazon Starts To Run Low On Cash
❖May 8, 8:38 AMnewsvia finnhub
Latest News In Cloud AI - Inriver's AI Platform Gains Microsoft Certified Software Designation
Inriver has achieved Microsoft Certified Software Designation for its AI-powered Product Information Management (PIM) platform, specifically designed for Manufacturing AI. Now available in the Microsoft Marketplace, this certification allows global Microsoft customers to discover and integrate Inriver’s solutions, enhancing innovation and business transformation through seamless compatibility with Microsoft products. The platform offers manufacturers enhanced capabilities for product data...
❖May 8, 7:41 AMnewsvia finnhub
Oracle Named a Leader in Gartner® Magic Quadrant(TM) for Warehouse Management Systems for 11th Consecutive Year
Austin, Texas - Oracle has been named a Leader in the 2026 Gartner® Magic Quadrant for Warehouse Management Systems. The report evaluated Oracle Fusion Cloud Warehouse Management, part of Oracle...
❖May 8, 7:32 AMnewsvia finnhub
The 3 Key Assumptions Fueling This 'Hopium' Rally
Equity markets have rallied sharply despite the unresolved Strait of Hormuz closure and deteriorating macro indicators. Read the full analysis here.
❖May 8, 5:50 AMnewsvia finnhub
Why Bloom Energy Stock Skyrocketed 109% in April
Bloom Energy had a big month.
❖May 8, 4:33 AMnewsvia finnhub
Hyperscalers’ Free Cash Flow Dips as AI Arms Race Hits Balance Sheets
Hyperscalers' free cash flow heads to 2014 lows as Morgan Stanley lifts Big Tech AI capex to $1.1T by 2027.
❖May 8, 3:06 AMnewsvia finnhub
Today's Call Sheet: What could driving the trading day ahead
Miller Tabak's Matt Maley, Natixis' Chris Hodge and Bone Fide Wealth's Doug Boneparth discuss how earnings growth & the AI trade may be offsetting headlines surrounding the Iran war, and what to expect from today's jobs report.
❖May 8, 3:01 AMnewsvia finnhub
Edge Total Intelligence Announces Oracle Cloud Infrastructure (OCI) Compatibility for edgeCore
Oracle's OCI customers can leverage edgeCore™ data mesh and orchestration capabilities to integrate operational telemetry, workflows, analytics, and AI into real-time actionable intelligenceExpanded OCI compatibility complements existing Oracle Database, applications, and identity solutions, strengthening edgeTI's enterprise, industrial, and defense operational reach Reinforces edgeTI's commitment to support all infrastructure models and vendors from edge to cloudArlington, Virginia--(Newsfile..
❖May 8, 1:00 AMnewsvia finnhub
US Job Cuts Rise 38% In April As AI-Driven Layoffs Hit Hiring Plans
US job cuts jumped 38% in April as hiring plans weakened and AI-driven restructuring accelerated across industries.
❖May 7, 9:34 PMnewsvia finnhub
California tech company Cloudflare to lay off more than 1,000 workers, cites AI
The company's stock plunged roughly 18% after it announced the job cuts and forecasted revenue that fell short of expectations.
❖May 7, 5:30 PMnewsvia finnhub
Microsoft And Amazon Aren't Cheap: Analyst Says Earnings 'Mirage' Driven By OpenAI, Anthropic Dominating 50% Of Cloud Backlog
Big Tech valuations are facing intense scrutiny as a financial commentator warns that hyperscalers’ earnings are being artificially inflated by circular cloud computing contracts with AI giants OpenAI and Anthropic. ‘Total Mirage’ In Cloud Revenues Recent data reveals a staggering...
❖May 7, 5:15 PMnewsvia finnhub
Ariel Focus Fund Q1 2026 Performers And Detractors
Ariel Focus Fund rose 7.30% in Q1 2026, led by APA Corporation and SLB Limited. Read the full analysis for more details.
❖May 7, 3:59 PMnewsvia finnhub
Elon Musk ’Dissolved’ xAI. What It Means for the SpaceX IPO.
Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and valuing the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.”
❖May 7, 3:44 PMnewsvia finnhub
Stocks take a breather after reaching record highs
Stocks (^GSPC, ^DJI, ^IXIC) are taking a breather after notching record highs yesterday, while the 30-year Treasury yield (^TYX) edges closer to 5%. Yahoo Finance Markets and Data Editor Jared Blikre breaks down the key market moves investors should be watching.
❖May 7, 11:47 AMnewsvia finnhub
Amazon Rides on 28% AWS Growth in Q1: Buy, Sell or Hold the Stock?
AMZN rides on 28% AWS surge and AI momentum, but soaring capex and weak cash flow cloud outlook-leaving investors weighing whether to hold at premium levels.
❖May 7, 11:29 AMnewsvia finnhub
How Peloton Explains the AI Boom and Why It Will End Badly
Lessons from its decline could be useful for those looking at the extraordinary tech sector gains of the past six weeks.
❖May 7, 11:25 AMnewsvia finnhub
Is It Too Late To Consider Oracle (ORCL) After Its Sharp Share Price Rally?
If you are wondering whether Oracle's recent share price levels still offer value, or if you might be late to the story, this article focuses squarely on what the current price implies. Oracle's stock last closed at US$194.03, with returns of 18.4% over 7 days, 33.3% over 30 days, 31.2% over 1 year and 170.5% over 5 years, while the year-to-date return stands at a 0.9% decline. Recent market attention on Oracle has been shaped by broader interest in large software providers and their role in...
❖May 7, 10:47 AMnewsvia finnhub
Elon Musk Is Dissolving xAI. What That Means.
Elon Musk is dissolving his artificial-intelligence company, xAI. Now, SpaceX is the entity that will vie for AI supremacy with OpenAI, Anthropic, and Alphabet The company is getting its ducks in a row ahead of an IPO that is expected to be the biggest ever, raising as much as $75 billion and value the company at up to $2 trillion. Wednesday afternoon, Musk tweeted “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX.”
❖May 7, 9:45 AMnewsvia finnhub
Oracle upgraded, Planet Fitness downgraded: Wall Street's top analyst calls
Oracle upgraded, Planet Fitness downgraded: Wall Street's top analyst calls
❖May 7, 9:00 AMnewsvia finnhub
Eightfold AI Announces Integration of Agentic Interviewing with Oracle Fusion Cloud Recruiting
The innovation brings Eightfold's autonomous, skills-based interviewing capabilities into Oracle Recruiting to help joint customers hire at scaleSANTA CLARA, Calif., May 07, 2026 (GLOBE NEWSWIRE) -- Eightfold AI, a leader in talent intelligence and Oracle partner, today announced the integration of Eightfold® AI Interviewer with Oracle Fusion Cloud Recruiting, part of Oracle Fusion Cloud Human Capital Management (HCM), designed to help joint customers incorporate Eightfold's autonomous, skills-b
❖May 7, 8:36 AMnewsvia finnhub
Navigating the AI-led stock market
The Investment Committee debate whether AI stocks can carry the market and how you should position your portfolio in this environment.
❖May 7, 8:14 AMnewsvia finnhub
Here Are Thursday’s Top Wall Street Analyst Research Calls: Alcoa, Chiron Real Estate, Clear Secure, Fortinet, Fresh Pet, Kennametal, Oracle, PayPal, United Therapeutics, and More
Pre-Market Stock Futures: Futures are trading modestly higher after a blowout midweek rally spurred by reports that a peace agreement with Iran could be forthcoming soon and by incredible technology earnings and forecasts that destroyed Wall Street estimates. All of the major indices were once again printing new highs as investors cheered the potential for ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Alcoa, Chiron Real Estate, Clear Secure, Fortinet, Fresh Pet, Kennametal, Ora
❖May 7, 8:00 AMnewsvia finnhub
Assessing Oracle’s (ORCL) AI Infrastructure Investment and Its Impact on Debt Ratios
White Falcon Capital Management, an investment fund manager, released its first-quarter 2025 investor letter. In the tough and volatile first quarter, White Falcon delivered a net return of -6.1%, vs. the S&P 500 TR’s (CAD) -3.1%, MSCI AC TR’s (CAD) -0.6%, and the S&P TSX TR’s 4.0% returns. A copy of the letter is available […]
❖May 7, 8:00 AMnewsvia finnhub
Oracle Named a Leader in Gartner® Magic Quadrant™ for Warehouse Management Systems for 11th Consecutive Year
Oracle has been named a Leader in the 2026 Gartner® Magic Quadrant™ for Warehouse Management Systems. The report evaluated Oracle Fusion Cloud Warehouse Management, part of Oracle Fusion Cloud Supply Chain & Manufacturing (SCM), and this is the 11th year in a row that Oracle has been named a Leader in this report. In this year's edition, Oracle was recognized based on its Ability to Execute and Completeness of Vision. A copy of the report is available here.
❖May 7, 7:27 AMnewsvia finnhub
This Hut 8 Analyst Raises Price Target Despite Q1 Miss
Hut 8 missed Q1 estimates. Needham analyst raised PT to $128. Hut signed lease agreement at Corpus Christi site, which can scale to 1 GW
❖May 7, 5:59 AMnewsvia finnhub
Here’s Why Bloom Energy (BE) Ranks Among Mid-Cap Stocks That Are On Fire Right Now
Bloom Energy Corporation (NYSE:BE) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On April 28, BTIG increased its price target on Bloom Energy Corporation (NYSE:BE) from $165 to $295 and kept its Buy rating on the stock, pointing to the company’s Q1 2026 results and an expanded partnership with Oracle. […]
❖May 7, 5:07 AMnewsvia finnhub
Intel Stock Bubble Warning — More Extreme Than Cisco At Dot‑Com Peak
Intel's 108x forward P/E and 173% gap from its 200-day average echo Cisco's March 2000 mania, but the dislocation runs deeper.
❖May 7, 3:01 AMnewsvia finnhub
Cramer Defends Massive AI Spending Spree: 'The Demand Already Exists'
With tech giants projected to spend $1.1 trillion by 2027, Cramer explains why companies like Amazon and Microsoft can't afford to slow down.

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