3+ day, 11+ hour ago  (1722+ words) Oracle (ORCL) shares dropped 16% ahead of earnings despite last quarter's 20%+ revenue growth and RPO surging 325% to $553 B. Despite an 85% beat probability, Oracle must deliver strong RPO and cloud margins to validate its $50 B financing plan and $90 B FY27 revenue target. Live Blog…...

3+ day, 11+ hour ago  (1728+ words) Oracle (ORCL) shares dropped 16% ahead of earnings despite last quarter's 20%+ revenue growth and RPO surging 325% to $553 B. Despite an 85% beat probability, Oracle must deliver strong RPO and cloud margins to validate its $50 B financing plan and $90 B FY27 revenue target. Live Blog…...

4+ day, 7+ hour ago  (758+ words) Gavin Baker argues AI leaders like Open AI and Anthropic are "extraordinarily real businesses," making a 1999-style wholesale collapse unlikely. Baker warns a 10-20% broad market pullback could force 30-40% drawdowns in high-beta AI stocks, especially painful for recent buyers. CMGI surged…...

4+ day, 14+ hour ago  (671+ words) Citigroup raised its S&P 500 year-end target to 8, 100, projecting a 9% gain fueled by real AI earnings growth rather than multiple expansion alone. Space X's $1. 77 trillion IPO is expected to redirect significant capital across markets, making summer 2026 unusually liquid and active…...

2+ week, 2+ day ago  (674+ words) Micron (MU) reported Q2 FY2026 revenue of $23. 86 B (up 196% year-over-year) with 75% gross margins and non-GAAP EPS of $12. 20 (up 682%), while guiding Q3 revenue to $33. 5 B at 81% gross margins with $19. 15 EPS, with CEO Sanjay Mehrotra citing HBM supply constraints that the company can only fulfill…...

2+ week, 2+ day ago  (849+ words) Intel (INTC) shares are up 224. 77% year to date, driven by foundry wins and NVIDIA capital, with Q1 Data Center and AI revenue jumping 22% Yo Y to $5. 05 B and Intel Foundry climbing 16% to $5. 42 B. Intel's path to $200 per share by 2028 depends on foundry…...

2+ week, 2+ day ago  (753+ words) Intel (INTC) posted Q1 revenue of $13. 6 B (up 7. 2% Yo Y) with Data Center AI revenue jumping 22% to $5. 052 B, but reported a $3. 728 B GAAP net loss tied to Mobileye goodwill impairment. AMD (AMD) delivered $10. 253 B revenue (up 37. 9% Yo Y) with Data Center surging 57% to…...

2+ week, 4+ day ago  (917+ words) Cisco Systems (CSCO) stock surged 32% over the past month after the company reported Q3 revenue of $15. 84 B (up 12% Yo Y) with networking revenue climbing 25%, and raised its FY2026 AI infrastructure order target to $9 B from $5 B. Arista Networks (ANET) stock declined 10% as investors worry…...

2+ week, 4+ day ago  (516+ words) AI data centers require exponentially more power than the current grid can supply, and Caterpillar's behind-the-meter gas generators are filling the gap for hyperscalers on the infrastructure timeline they actually need. " tzooka / Getty Images There's a line item sitting on…...

2+ week, 4+ day ago  (994+ words) Nvidia (NVDA) accounts for roughly 20% of the S&P 500s 9% year-to-date gain with a $5. 2 trillion market cap, while only 57% of the 503 S&P 500 stocks are in the green and 61% are underperforming the index. Sand Disk (SNDK) surged 522% this year but its…...