Oracle Corp (ORCL)

Oracle regained momentum after last week's force majeure, with 25 new agentic AI applications, today, Sept. 29, 2026.

What Happened? Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 4.2% in the afternoon session after the company announced the introduction of Or...

CoreWeave shares rose after Oracle's force majeure notice on a data center project, as JPMorgan upgraded CRWV while Rothschild initiated coverage with a Sell rating, citing debt concerns.

Oracle stock jumped following a report that OpenAI's annualized revenue rate jumped to close to $70 billion .

NVIDIA authorized a record $150 billion share buyback, backed by strong cash flow and a $160 billion-plus balance sheet, reinforcing analyst confidence and its AI market leadership.

Reliable annual dividend hikes can compound more rapidly than you might expect.

Despite strong gains for stocks in 2026, these two groups still have positive catalysts working in their favor.

AMD has a valuation problem that could limit further upside from here.

SpaceX is back to trading near its opening-day price.

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.