Oracle Corporation (ORCL)

Nov 12, 2026

Cerebras Systems Inc. shares rallied 13% after-hours following a strong third-quarter revenue report and an optimistic fourth-quarter sales forecast that surpassed Wall Street estimates. The chipmaker, a rival to Nvidia, saw its third-quarter revenue jump 55% year-over-year to $210.8 million, largely driven by a 265% surge in cloud and other services sales. Cerebras also projected significant growth, expecting revenue to triple by 2027, backed by major cloud agreements and capacity expansion.

Nov 12, 2026

Oracle Corp. held an invitation-only groundbreaking ceremony on November 10 for its $4.5 billion global headquarters on the Cumberland River's East Bank in Nashville. The company has pledged to create 8,500 jobs by the end of 2031, marking the largest jobs announcement in Nashville's history. The article provides a glimpse of the event and attendees who viewed a 3D model of the 78-acre project.

Nov 12, 2026

Anthropic has launched "Claude for Manufacturing," a new plugin designed to automate the drafting of quotes, quality reports, and supplier requests using data from existing factory software like Infor, NetSuite, and Autodesk Fusion. This plugin offers 17 skills across various manufacturing functions and connects to key platforms, aiming to reduce the time manufacturers spend on data gathering and repetitive reporting. Infor is also releasing its own plugin to allow Claude to make changes within Infor systems, with human review remaining a critical step for all drafted documents.

Nov 12, 2026

Morgan Stanley estimates that AI infrastructure spending by hyperscalers and neoclouds will reach $1.66 trillion in 2027 and $1.77 trillion in 2028, significantly up from $946 billion in 2026. This projection indicates a substantial increase in capital spending dedicated to AI-related initiatives. The report highlights the ongoing growth in investment within the artificial intelligence sector.

Nov 12, 2026

Salesforce, Inc. (CRM) is demonstrating strong cash-generating ability, enabling significant shareholder returns through dividends and a $50 billion share repurchase program. While the company's operating and free cash flows saw substantial growth in fiscal 2026, future growth is projected to slow to 4-5% in fiscal 2027 due to continued investments in expanding Agentforce and Data 360. Despite this, Salesforce is expected to maintain substantial shareholder returns, though at a potentially slower rate than previously experienced.

Nov 11, 2026

AI startup Rox has successfully raised $100 million in a Series B funding round, achieving a $1.3 billion valuation. The company is developing specialized AI agents to automate sales operations and directly challenge established CRM providers like Salesforce. This new capital will be used to advance AI research, develop customized models, and expand its presence among large corporate customers across various industries.

Nov 11, 2026

The AI trade faces uncertainty after the midterm elections, which saw Democratic wins in states with high data center concentrations, raising concerns about new regulations and slower data center construction. While a tougher regulatory environment may delay some AI hardware revenue, strategists believe opportunities remain, particularly for hyperscalers with existing infrastructure and scale, and selective semiconductor companies. However, highly leveraged neoclouds and some industrial suppliers could face greater risks from a potential slowdown.

Nov 11, 2026

Morgan Stanley is recommending high-quality hyperscaler bonds as a good entry point for investors, amidst growing concerns about the debt financing the artificial intelligence industry. The firm anticipates a widening gap in financing terms between highly-rated and lower-rated companies, with hyperscalers possessing strong balance sheets better positioned to absorb higher borrowing costs. Despite potential shifts in project timing due to political changes, Morgan Stanley believes these high-quality companies are well-capitalized to pursue their capital expenditure goals.

Nov 11, 2026

Wisconsin's Public Service Commission has approved a smaller, roughly 7% electricity rate increase for We Energies customers over 2027 and 2028, instead of the 9% initially proposed. This decision, the utility's sixth consecutive rate hike, came after regulators and the Milwaukee Common Council pushed back on the utility's requests, addressing concerns about shareholder returns, cost overruns, and disconnections for unpaid bills. The Milwaukee Common Council also voted to allow borrowing for a feasibility study on a potential city takeover of We Energies.

Nov 11, 2026

Red Hat Inc. and Nvidia Corp. have partnered to create OpenShell, an open-source project aimed at securing AI agents against prompt injection attacks and data exfiltration. OpenShell provides a deny-by-default framework, allowing operators to grant agents access to specific endpoints while concealing credentials and using a policy advisor for justified actions. The collaboration seeks to establish a shared industry standard for agent security, enabling enterprises to safely deploy AI agents in production environments.

Nov 11, 2026

Salesforce, Inc. (CRM) is demonstrating strong cash-generating ability, evidenced by a significant increase in operating and free cash flow in fiscal 2026 and 2027, enabling substantial shareholder returns through dividends and a $50 billion share repurchase program. While the company's subscription-based model provides consistent cash generation, investors should be aware that the projected cash flow growth for fiscal 2027 is slower, potentially limiting the scope for much larger payouts in the near term. Salesforce's valuation currently appears attractive compared to its industry, despite a year-to-date stock decline.

Nov 11, 2026

ServiceNow (NYSE: NOW) shares are rising, participating in a broader tech-led rebound among software stocks. This uplift follows positive results from CoreWeave, an AI computing power provider, which eased market concerns about AI spending. Additionally, some buyers are stepping back in after Tuesday's selloff, which was triggered by fears that new AI tools could disrupt established software firms.

Nov 11, 2026

Salesforce (CRM) is demonstrating strong cash flow generation, enabling significant capital returns to shareholders through dividends and a $50 billion share repurchase program. While recent cash flow growth has been robust, the company anticipates a slower growth rate of 4-5% for fiscal 2027, which could temper the expansion of future payouts. Despite this, Salesforce maintains a "Buy" rating from Zacks and a low forward P/E ratio compared to its industry, suggesting continued value for investors.

Nov 11, 2026

Legendary investor Michael Burry believes the scandal surrounding Nvidia CEO Jensen Huang's alleged affair with a Chinese businesswoman, which intelligence agencies suspect is a spy, is unlikely to damage Nvidia's core business. However, Burry fears the affair could trigger increased regulatory scrutiny into Nvidia's advanced GPU trade in China and existing antitrust investigations. Despite a recent stock sell-off, Burry is not tempted to "buy the dip," maintaining his bearish outlook on Nvidia due to anticipated shrinking competitive advantage and still-high valuation multiples.

Nov 11, 2026

Oracle (NYSE: ORCL) shares are rising after the company announced that utilities using its Opower software achieved a record for cutting peak electricity demand. The software, which uses AI and behavioral science, helped trim a combined 1 gigawatt during 73 events over the winter and summer seasons, a 50% increase from 2025. This success is driven by behavioral demand response and peak time rebates, opening "virtual power plants" for 4.3 million customers.

Nov 11, 2026

A Bernstein analyst, Mark Moerdler, believes Oracle's stock is undervalued and presents a strong opportunity for AI investors. He suggests that two major investor concerns regarding AI buildout economics and customer success will soon diminish. Oracle's shares are currently down 36% year-to-date, but Moerdler sees significant catalysts on the horizon for the company's artificial-intelligence investments.

Nov 11, 2026

CoreWeave's strong revenue growth and announced pullback from unsecured debt markets sparked a rally in AI cloud stocks, including a 10% jump for CoreWeave and 5% for Nvidia. This positive news helped ease fears of an AI bubble and concerns about debt-fueled data center expansion. The company also raised its annual revenue forecast and stated that cash flow would cover debt repayments, reassuring investors after a period of market turmoil.

Nov 11, 2026

Oracle has broken ground on its $4.5 billion global headquarters on Nashville's East Bank riverfront, eight years after the company began seeking expansion in the Southeast. Co-CEOs Mike Sicilia and Clay Magouyrk addressed invited guests at the Nov. 10 ceremony, marking the start of construction for the significant campus.

Nov 11, 2026

Oracle has officially broken ground on its $4.5 billion global headquarters in Nashville, a project significantly larger than its initial 2021 proposal. The 80-acre development along the Cumberland River will include offices, retail, and green space, alongside a pedestrian bridge, and is expected to create thousands of direct and induced jobs. Oracle emphasizes its long-term commitment to Nashville, aiming to integrate into the community and contribute to the city's growth, with public events scheduled to showcase their vision.

Nov 11, 2026

This article analyzes the recent earnings reports from Amazon, Google, and Microsoft, highlighting their differing long-term AI strategies. It concludes that Amazon is positioned as the long-term winner due to its open, platform-first approach and custom silicon, while Microsoft holds a solid second place through customer lock-in. Google is seen as a distant third, with impressive technology built on a fragile business foundation and a closed, Gemini-first strategy.

Nov 10, 2026

The article describes a photograph showing guests examining a three-dimensional model of Oracle Corp.'s planned 82-acre Nashville world headquarters. This event took place during a groundbreaking ceremony for the company in Nashville on Tuesday, November 10, 2026. The image was provided by USA TODAY Network via Reuters Connect.

Nov 10, 2026

This article compares the revenue trajectories of Accenture and Adobe over the last eight quarters, highlighting Adobe's consistent growth versus Accenture's fluctuating, albeit higher, total revenue. It explains that Adobe's subscription-based model contributes to its steady upward trend, while Accenture's seasonality affects its quarterly performance. Investors are encouraged to monitor these trends and the overall revenue gap between the two companies.

Nov 10, 2026

Oracle has broken ground on its new global headquarters in Nashville, a $4.5 billion riverfront development expected to create 8,500 permanent jobs by 2031. The project includes significant public infrastructure investment, such as a pedestrian bridge and public park, aimed at reshaping the city's economy and connecting to its existing health care industry. Despite prior layoffs and questions about job commitments, company leadership reaffirmed its long-term investment in Nashville.

Nov 10, 2026

Steve Eisman, known for predicting the 2008 housing crash, believes there's a 70% chance the AI boom will end in a bear market or worse, potentially triggering a U.S. recession. He highlights that Oracle (NYSE:ORCL) could be vulnerable if OpenAI struggles, as roughly half of Oracle's $664 billion contracted backlog is tied to OpenAI. Eisman also points to excessive capital expenditure in AI infrastructure and competition from cheaper models as significant risks, while favoring companies that supply AI's "picks and shovels" like Nvidia (NASDAQ:NVDA) and Micron Technology (NASDAQ:MU).

Nov 10, 2026

Oracle Corp. (NYSE: ORCL) shares are trading flat despite two analysts reiterating bullish ratings. Bernstein maintains an Outperform rating and a $325 price target, citing Oracle as a long-term AI winner with improved economics. KeyBanc maintains an Overweight rating and a $300 price target, highlighting election risks at the local level that could impact Oracle's OCI buildout.

Nov 10, 2026

Oracle Corp. announced a $1.55 million grant to an East Nashville nonprofit, Trinity Community Commons, a day before the groundbreaking ceremony for its $4.5 billion East Bank world headquarters. This significant donation comes as Oracle executives formally begin construction on their global campus, with high-ranking state officials expected to attend. The grant supports the nonprofit's vision of "radical hospitality" within the community.

Nov 10, 2026

Despite a potential slowdown in AI infrastructure build-out and regulatory scrutiny, the article suggests that the long-term investment thesis for AI power remains strong. It recommends three energy stocks—Constellation Energy, Bloom Energy, and Southern Company—for patient investors, highlighting their strategies to meet the growing electricity demands of data centers and their current attractive valuations. Each company offers unique advantages, from nuclear energy expansion to behind-the-meter fuel cell solutions and a conservative utility approach with strong regional growth.

Nov 10, 2026

Over five years after its initial approval, Oracle has finally broken ground on its Nashville headquarters, a project whose projected investment has grown from $1.2 billion to $4.5 billion. The 82-acre development in the River North district will include office buildings, a Nobu hotel, retail, parks, a private amphitheater, and is expected to bring thousands of high-paying tech and AI jobs to the city. The campus plans will be open to the public later this week, with 3D models and AI technology available for exploration on Thursday and Friday, and a community day with family activities, food trucks, and Formula One experiences on Saturday.

Nov 9, 2026

Thomson Reuters (TSX: TRI) has sold a majority stake in its Global Print business to KKR, a move that contributed to recent stock gains. The company is heavily investing in AI-driven solutions, which caused a significant dip in its diluted EPS in 2025 due to development spending. While revenue is growing, the stock's future performance hinges on the successful adoption and profitability of its new AI products.

Nov 9, 2026

Credo Technology Group Holding Ltd. (CRDO) saw a 12.3% increase in its stock price, attributed to investors buying the dip after a recent selloff. The rebound is supported by the company's strong growth, its position in AI networking, and recent advancements in optical transceiver telemetry standards with Oracle. Strong fiscal first-quarter results also contributed to improved market sentiment.

Nov 9, 2026

The Nifty IT index fell over 1% on November 9, 2026, making it the worst-performing sectoral index, as concerns over AI monetization weighed on Indian IT stocks. This decline occurred despite a recovery in global AI and semiconductor stocks in other Asian markets. Major laggards included Mphasis, HCL Technologies, Infosys, and Tech Mahindra, while only Wipro and Persistent Systems closed in positive territory.

Nov 9, 2026

Vanguard and Fidelity are forecasting significantly lower annual returns for US stocks over the next one to two decades, with projections suggesting less than half the gains seen in the past decade. This cautious outlook aligns with investor Michael Burry's warning of potentially 15 to 20 years of negligible or negative inflation-adjusted returns, highlighting potential challenges for retirement planning and investment expectations. The forecasts contrast sharply with the S&P 500's performance over the last 10 years and emphasize the importance of realistic financial planning.

Nov 9, 2026

A major European telecommunications company shifted its business-critical Oracle estate to Spinnaker Support, a third-party provider, after finding gaps in its existing Oracle coverage and facing high costs. This move not only resulted in significant cost savings and faster issue resolution but also allowed the telco to bring older databases back under support and gain more flexibility in modernizing its applications. The decision highlights a growing trend for highly regulated companies to consider third-party support as a lower-risk option for complex, stable systems.

Nov 9, 2026

Oracle is facing challenges in the AI infrastructure market as Microsoft scales back its use of Oracle's older Nvidia chip infrastructure, and ING plans to sell a large portfolio of data center loans, including a major Oracle-related AI project. These developments raise questions about the demand for Oracle's AI infrastructure, highlighting risks related to rapidly evolving AI hardware and shifting external financing appetites for large AI builds. Investors are advised to monitor Oracle's redeployment of capacity and funding towards newer AI partnerships and disclosed GPU utilization.

Nov 9, 2026

CoreWeave Inc. (NASDAQ: CRWV) shares are trading lower after reports that Microsoft Corporation (NASDAQ: MSFT), a major customer, is reassessing its neocloud provider relationships due to high costs and delays, and will not renew a contract with Oracle. The stock is also affected by political shifts, rising bond yields, and general cost-cutting among large tech companies like Meta and OpenAI, ahead of its Q3 earnings report on Tuesday. CoreWeave did announce a new multi-year agreement with Wayve to train autonomous driving models.

Nov 9, 2026

Oppenheimer upgraded Advanced Micro Devices (NASDAQ: AMD) to Outperform with a $600 price target, citing strong momentum in its data center business. The firm expects data center sales to jump 135% next year, accounting for 85% of total revenue, with AI graphics chip sales potentially surpassing server CPU sales by 2027. Despite concerns about potential political risks slowing data center construction, Oppenheimer believes demand for high-performance computing remains robust.

Nov 9, 2026

Oracle is now including its OPERA Cloud Assistant at no extra cost, prompting hotels to shift their focus from purchase ROI to workflow, ownership, and success metrics for AI implementation. While 84% of hotel workers report AI lightening their workload, only 15% see improvements in frontline guest-facing roles, highlighting a gap in AI's current impact. The article emphasizes that clean, consistent property data is crucial for large language models to effectively assist hotels and that formal AI policies are lagging behind adoption rates.

Nov 9, 2026

Oppenheimer has identified Microsoft, Oracle, and SAP as potential "AI winners" within the enterprise software sector. This assessment is based on a recent survey of 449 IT buyers, which indicated that artificial intelligence continues to be a significant focus for these companies.

Nov 9, 2026

Arrow Electronics is expanding its AI infrastructure business, investing in specialized engineering and assembly services, and strengthening partnerships with major technology suppliers. The company reported a 39% increase in third-quarter sales to $10.72 billion and outlined a strategy to capture more business from industrial automation, robotics, and data centers. This expansion beyond traditional distribution into value-added services is reflected in a significant increase in inventory and higher profit margins.

Nov 8, 2026

Michael Burry, known for his 2008 housing market bet, has sold 25% of his put options on the VanEck Semiconductor ETF (SMH) to take partial profits after a recent collapse in chip stocks. He indicated that the remaining puts still represent "very large positions." Burry continues to hold puts on other companies like Palantir, Oracle, Caterpillar, and QQQ, while also increasing his long position in MercadoLibre.

Nov 6, 2026

Microsoft is ending its AI computing partnership with Oracle by not renewing a 2023 agreement, reportedly due to Oracle's older Nvidia chips no longer meeting Microsoft's needs. This move is part of Microsoft's broader review of over $80 billion in cloud computing commitments with various providers as it seeks to reduce escalating expenses and operational delays. The decision adds to Oracle's financial challenges, which include negative free cash flow from AI data center investments and a significant drop in its stock price.

Nov 6, 2026

ING is auctioning off about $500 million in data center loans, including a $25 million loan related to OpenAI and Oracle's Stargate campus in New Mexico. This move follows a significant selloff in AI stocks and comes as other major banks are also exploring ways to reduce their exposure to data center construction lending. Oracle's interest expenses have notably increased, highlighting the substantial leverage supporting the ongoing AI infrastructure build-out.

Nov 6, 2026

Dutch lender ING is reportedly selling a $500 million portfolio of data-center loans, according to Bloomberg News. The portfolio includes a loan linked to the Stargate AI infrastructure venture, backed by OpenAI, SoftBank Group, and Oracle, as well as debt from operators like Vantage Data Centers and CyrusOne. This sale follows a broader tech sector selloff, fueled by fears of increased regulation after a Democratic victory in the US midterms.

Nov 6, 2026

Indian IT stocks, including Mphasis, Infosys, and TCS, rallied up to 8% as investors reassessed their allocations amid a global selloff in AI-linked stocks. This "reverse AI trade" saw foreign portfolio investors buying Indian equities, with experts suggesting this shift could benefit India. However, uncertainties regarding AI regulation and global tech spending persist, influencing the sustainability of the rally.

Nov 6, 2026

Dutch lender ING is reportedly selling a $500 million portfolio of data-center loans, which includes a loan tied to a New Mexico data center part of the Stargate AI infrastructure venture backed by OpenAI, SoftBank Group, and Oracle. The sale follows a broader tech selloff fueled by fears of tougher regulation after the US midterms, which significantly impacted chipmakers and neocloud companies. ING declined to comment on the report.

Nov 5, 2026

Rimini Street, Inc. has been awarded a framework agreement by CANUT, the French procurement center specializing in digital technologies and telecommunications, for third-party maintenance services. This agreement allows French public organizations to access Rimini Street's support for Oracle, SAP, VMware, and IBM systems without lengthy individual tender processes. The partnership aims to provide cost savings, improved service quality, and greater control over technology roadmaps for public sector clients.

Nov 5, 2026

Shares of DigitalOcean, JFrog, Palo Alto Networks, and Oracle declined following U.S. midterm elections, as Democratic victories raised concerns about increased regulatory scrutiny slowing data-center expansion. This added to broader unease over high capital spending in the technology sector, prompting investors to demand more discipline regarding infrastructure investments. The article highlights the specific drops for each company and notes DigitalOcean's volatility, connecting its recent fall to Datadog's cautious fourth-quarter revenue guidance.

Nov 5, 2026

Arrow Electronics reported record Q3 2026 revenue of $10.7 billion, up 39% year-over-year, with non-GAAP operating margin expanding to 4.1% and diluted EPS at $6.22. The strong performance was driven by focused execution, positive operating leverage, sustained unit volume demand, and higher-margin value-added services across both Global Components and ECS segments. The company provided Q4 revenue guidance of $11.55 to $12.15 billion and non-GAAP diluted EPS of $7 to $7.20, anticipating continued growth from demand in AI, cloud, and hybrid infrastructure.

Nov 5, 2026

HubSpot (HUBS) received multiple downgrades after its Q3 2026 results and guidance. CEO Yamini Rangan noted that the company has faced multiple AI-related headwinds over the past two quarters, impacting customer spending and lengthening sales cycles. Analysts expect increased competition from AI startups and believe 2027 consensus estimates may need to be revised downwards.

Nov 4, 2026

Arista Networks Inc. reported a record-breaking third quarter with 58.5% year-over-year revenue growth, highlighting the network's increasingly crucial role in AI infrastructure. CEO Jayshree Ullal emphasized a shift to a "network-centric approach" for AI, as network performance directly impacts AI factory productivity and GPU utilization. Arista is well-positioned due to its support for diverse accelerators, ability to scale across distributed AI deployments, and initiatives like ESUN for in-rack networking.

Nov 4, 2026

Athenahealth has integrated its athenaPatient MCP with Anthropic's Claude, enabling patients to use generative AI to get personalized answers about their health from their EHR data. This initiative aims to help patients understand diagnoses, lab results, and medical history more effectively. Users can connect their athenahealth EHR with Claude, choosing which health information to share and retaining the ability to withdraw access at any time.

Nov 4, 2026

Hackett Group reported Q3 2026 net revenues of $68.9 million and adjusted diluted EPS of $0.39, meeting guidance targets. The company's AI transition strategy, centered on platforms XT and AIX, is enhancing sales and delivery productivity, driving improved gross margins and operating leverage. Management anticipates continued growth and profitability into 2027, focusing on expanding AI-enabled solutions and strategic channel partnerships.

Nov 3, 2026

Oracle (NYSE: ORCL) has demonstrated strong performance over the last two decades, outperforming the market with an average annual return of 9.99%. An initial investment of $1000 in Oracle stock 20 years ago would now be worth $6,806.36. This growth highlights the significant impact of compounded returns over time.

Nov 3, 2026

Tyler Technologies, Inc. (TYL) has received an upgraded price target of $415.00 from Argus, as reported on October 21, 2026. The company, which provides software solutions and services to local government entities, is currently trading at $404.24. This report indicates a positive outlook from analysts.

Nov 3, 2026

Shares of Microchip Technology rose over three percent on Wall Street, closing at $78.47 with a gain of 3.10% on November 3rd (local time). The increase occurred without a specific company-issued catalyst and was part of a broader upward trend in the semiconductor sector. Despite recent industry coverage focusing on upcoming earnings reports, Microchip Technology's advance was driven by general market sentiment rather than unique operational updates.

Nov 3, 2026

Salesforce (CRM) shares have climbed 22% in the past six months, outperforming the broader tech sector, prompting a review of its current investment potential. The article highlights Salesforce's stabilizing revenue growth, its significant push into AI with Agentforce and Data 360, and its relatively attractive valuation compared to peers, suggesting the stock remains a "Buy." The company's strategic acquisitions and expanding platform capabilities are expected to drive long-term growth.

Nov 3, 2026

Wall Street is increasingly rewarding tech companies that fund AI expansion with their own cash, rather than borrowing or issuing new stock. Microsoft exemplifies this by growing Azure revenue while maintaining positive free cash flow, leading to a smaller stock decline compared to peers like Alphabet and Oracle, which posted negative free cash flow and raised external capital for AI investments. This shift indicates investors prioritize financial discipline and cash-funded growth in the expensive AI arms race.

Nov 2, 2026

Acadia Realty Trust reported a 10.2% increase in third-quarter same-property net operating income (NOI), driven by strong growth in its street retail properties. The company's adjusted funds from operations (FFO) rose to $0.31 per share, though GAAP results showed a loss due to impairment charges. Acadia maintained its adjusted FFO guidance and expects full-year same-property NOI growth of 7.5%–8.5%.

Nov 2, 2026

Cipher Digital's stock plummeted 5% after Keefe Bruyette significantly cut its price target from $28 to $11, following a revenue miss in Q3 2026. The company, facing a sector-wide valuation reset for AI hosting firms, also grapples with $6.7 billion in debt, four consecutive revenue misses, and regulatory uncertainties in Texas. Peers like Core Scientific, TeraWulf, and IREN also saw declines, though not as severe as Cipher Digital's 56% drop over the last month.

Nov 2, 2026

Oracle (NYSE: ORCL) shares are trading lower Monday after Bloomberg reported the company initiated a $10 billion sale of U.S. investment-grade bonds. This bond offering follows Oracle's recent pledge to limit additional capital raises to $20 billion through fiscal 2030. The company expects capital spending to peak in fiscal 2027 and 2028, leading to a free cash flow of at least $30 billion by fiscal 2029.

Nov 2, 2026

Oracle has initiated a $10 billion offering of investment-grade debt in the U.S. market, aligning with its commitment to limit new capital markets funding to $20 billion through fiscal 2030. This new debt, along with $10 billion in equity, contributes to the company's financial strategy. Oracle expects capital expenditures to peak in fiscal 2027 and 2028, aiming for at least $30 billion in positive free cash flow by fiscal 2029.

Nov 2, 2026

Oracle Corp. is looking to raise $10 billion through a US dollar bond sale, offering the debt in six tranches with maturities from two to 20 years. This move comes shortly after the company announced new capital expenditure plans to support its investments in artificial intelligence infrastructure. The initial price talk for the longest tenor is a spread of about 3.6 percentage points above Treasuries.

Nov 2, 2026

Oracle Corporation (ORCL) announced a mixed shelf offering and plans to raise $10 billion through a common stock offering previously disclosed at its financial analyst day. This news comes as Stephens upgraded the company, signaling positive analyst sentiment. The stock offering aims to secure additional capital for Oracle's operations and growth initiatives.

Nov 2, 2026

WEC Energy Group plans to increase its capital spending by an additional $10 billion over the next five years. This significant investment is primarily aimed at meeting the rapidly growing power demands of data centers. The parent company of We Energies is responding to the surge in energy needs from these facilities, including those from companies like Oracle.

Nov 2, 2026

The Zacks Analyst Blog features Palantir Technologies, Microsoft, and Oracle, focusing on Palantir's upcoming Q3 2026 earnings report. While Palantir is expected to show significant revenue and earnings growth, its high valuation and an unfavorable Earnings ESP suggest a potential earnings disappointment. The article advises investors to hold existing positions in Palantir, comparing its AI ecosystem and operational data focus to competitors like Microsoft and Oracle.

Nov 2, 2026

The iShares Expanded Tech-Software Sector ETF (IGV) significantly reduced all 106 of its positions on Thursday, resulting in $286.1 million in net sales. The largest sales by dollar value included Palantir Technologies Class A (PLTR), Palo Alto Networks (PANW), and Microsoft (MSFT). Despite these sales, none were new positions or full exits, indicating a broad trimming across its holdings.

Nov 2, 2026

GK Wealth Management LLC reduced its stake in NVIDIA Corporation by 16.7% in the third quarter, though NVIDIA remains its second-largest holding. Despite this decrease, other major institutional investors like State Street and Bank of America have increased their positions. Wall Street analysts maintain a "Buy" rating for NVIDIA, citing strong earnings, significant revenue growth, and a $150 billion share-repurchase program.

Nov 2, 2026

Oracle's stock is set to fall after the company announced plans to raise a total of $20 billion to finance its artificial-intelligence cloud expansion. The technology giant will conduct a $10 billion stock offering and a $10 billion debt offering. This move comes as Oracle has been actively borrowing money and issuing stock to support its AI growth initiatives.

Nov 1, 2026

F5 and Oracle have announced a planned collaboration to integrate F5's web application and API protection (WAAP) technology into Oracle Cloud Infrastructure (OCI). This partnership aims to help organizations protect critical applications and APIs against sophisticated AI-powered attacks, reduce operational complexity, and lessen the reliance on specialized security expertise. The collaboration is expected to provide next-generation application security solutions within customers' familiar cloud environments.

Oct 31, 2026

S&P Global Ratings has revised its outlook on Meta Platforms to negative from stable, affirming its AA- credit rating while warning of a potential downgrade due to Meta's massive AI data center investments. The agency forecasts Meta's capital expenditure to exceed $225 billion in 2027, leading to significant free operating cash flow deficits and increased leverage primarily from long-term data center leases. S&P questions Meta's ability to monetize these AI investments quickly enough through improved ad tools and new products like Muse, unlike peers who lease compute capacity to third parties.

Oct 31, 2026

F5, Inc. (NASDAQ:FFIV) has received a consensus "Hold" rating from twelve brokerages, with an average 12-month price target of $443.00. The company recently exceeded earnings expectations, reporting $4.42 EPS and $917.43 million in revenue, and approved a $1.5 billion share repurchase program. Despite a recent 6.9% stock decline, analysts note positive sentiment due to strong financial results, a significant buyback authorization, and a collaboration with Oracle for application security.

Oct 30, 2026

Vail Resorts is actively seeking shareholder support for its current board and Epic Experience strategy, emphasizing that recent initiatives have led to improved earnings, guest satisfaction, and long-term value. The company is fending off a proxy fight with Oasis Management, arguing that Oasis's dissident nominees are unqualified and could harm its integrated resort network. Vail Resorts has gained significant backing from major investor Baron Capital, bolstering its position ahead of the December 14, 2026 annual meeting.

Oct 30, 2026

Shares of Cloudflare, Fastly, Oracle, JFrog, and Okta experienced significant drops following disappointing earnings reports from tech giants Amazon and Intel, which heightened investor concerns about aggressive AI spending and sustained cash burn. This broad decline in technology equities was sparked by questions regarding when massive AI infrastructure investments will translate into meaningful revenue and profit growth. Despite the market volatility, the article suggests that such price drops could present buying opportunities for high-quality stocks.

Oct 30, 2026

Analysts have issued neutral ratings for several top technology stocks, including Oracle (ORCL), Fortinet (FTNT), and Paychex (PAYX). Morgan Stanley analysts maintained "Hold" ratings for Oracle and Fortinet, while UBS maintained a "Hold" rating for Paychex, indicating a cautious stance from experts on these companies. The article provides specific price targets and analyst success rates for each stock.