Oracle Corp (ORCL)

Revenue grew 30% last quarter, yet the market continues to punish the stock.

What Happened? Shares of electricity generation and hydrogen production company Bloom Energy (NYSE:BE) fell 8.7% in the afternoon session after Bloom Energy ...

AI is disrupting the tech world, but these companies are quickly adapting.

“A sound investment can morph into a rash of speculation if it is bought at an elevated price,” according to the Oracle of Omaha.

Bloom Energy, Ciena, and Twilio show strong revenue growth, raised guidance, and analyst support as AI infrastructure buildout continues across power, networking, and orchestration.

The average investor out there can learn so much from the Oracle of Omaha, even though his role has changed.

The "force majeure" shows how complicated it has become to construct a data center on time.

One company is racing to build data centers fast enough to meet AI demand. The other is defending its core tax and accounting business against AI disruption. Both carry risks worth understanding.

On Sept. 25, 2026, the productivity giant unveiled new AI capabilities designed to widen adoption and support premium monetization across its suite.

Credo more than tripled revenue last year but leans on 10 customers for 90% of sales, while Nvidia is doubling revenue at a scale nobody else in AI hardware can match.

Oracle's force majeure notice on its Project Jupiter AI data center, tied to a natural gas pipeline delay, raises risk questions for Oracle, Bloom Energy, and Energy Transfer, though analysts remain bullish.

Hyperscaler stocks could rebound in 2027, according to a Goldman Sachs scenario for capital spending, revenue growth and free cash flow.

NVIDIA's forecast to double chip volume, near-unanimous analyst Buy ratings, and rising price targets underscore a bullish outlook, with OEMs like Dell and HPE also poised to benefit.

AMD is the latest semiconductor stock to reach a trillion-dollar market cap.

Approximately $196 billion of Berkshire’s invested assets are concentrated in the Oracle of Omaha’s and Abel’s best ideas.

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A $20 billion order book sounds like years of growth already locked in. So how quickly can the factory turn it into revenue?

Oracle’s Project Jupiter notice raises new questions about the risks behind its data center expansion.

Today, Sept. 24, 2026, the enterprise cloud giant filed to shield itself from cost and payment risk as the New Mexico facility faces public opposition and permitting delays.

What Happened? Shares of enterprise software giant Oracle (NYSE:ORCL) fell 3.4% in the afternoon session after news broke that the company sent a "force maje...

Bloom Energy's share price has surged over the past year.

Trump and Xi met on Thursday. China wanted three years of trade peace and got two months.

Bond sell-off pressures equities across all three major indices, while Meta gets a boost from its product launch, today, Sept. 24, 2026.