Oracle Corp ORCL

Hyperscaler earnings recap: Amazon, Microsoft & Meta lead amid robust AI capex. Click for an updated market outlook.

In late July 2026, Oracle and Google Cloud expanded their partnership to bring Google's Gemini models into Oracle's Fusion Applications, NetSuite, and AI Agent Studio, broadening enterprise access to generative AI tools across Oracle's software and cloud portfolio. This move deepens Oracle's multi-model AI approach, giving customers more choice and potentially tightening the link between Oracle's core business applications and advanced AI capabilities. We’ll now examine how embedding...

Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case for a $500 share price by 2027 looks audacious on the surface, but one critical number in the earnings report suggests the market is misreading what comes next.

IBM's 2026 pullback improves its price, but modest growth, leverage and a still-full valuation keep the stock from looking clearly cheap.

Bloom Energy (BE) makes solid oxide fuel cell systems that allow data centers to generate electricity on-site rather than waiting for a new connection to the power grid. Its Energy Servers provide the constant electricity required by artificial intelligence data centers. One of Bloom’s largest ...

Oracle has cratered nearly 50% while its cloud rivals held steady, yet three Wall Street desks are calling for a price that would more than triple your money from here, and a blockbuster new partnership just gave that thesis a serious jolt.

Larry Ellison briefly passed Elon Musk in 2025 as the world's richest man. Ten months later things are significantly different.

While investors chase chipmakers and AI startups, this earnings season quietly revealed a group of companies already converting signed customer commitments into surging cash flow, and the math behind their advantage may surprise you.

Apple (AAPL) stock continues to drop on Friday while shares of Amazon (AMZN) surge since the two tech giants posted earnings results yesterday. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Trustless Media Founder Zack Guzman take a closer look at the key figures that Apple reported in its earnings release.

Matt Maley, Miller Tabak chief market strategist, joins 'The Exchange' to discuss the state of the hyperscaler market.