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A Fund Manager Says the Old Market Indicators Broke in November 2022. His Firm Just Launched ETFs for the New Ones
A fund manager claims the economic gauges investors have trusted for decades stopped working the moment ChatGPT launched, and now his firm is selling ETFs built around what replaced them. Before you buy the theme, check who wrote it.
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Dividend Champion, Contender, And Challenger Highlights: Week October 4
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.
Oracle Stocks Jump 2% as NetApp Storage Targets AI Migration
Oracle (ORCL), the cloud-database and enterprise-software company, announced plans for a fully managed NetApp storage service on Oracle Cloud Infrastructure; sh
Wang: GOOGL Shines Among Hyperscalers, ORCL "One of Most Efficient Clouds"
In the race between hyperscalers to capitalize on the AI trade, R. "Ray" Wang says Alphabet (GOOGL) "is killing it" through Gemini and cloud expansions das booth boost in AI-related revenue.
Prediction: 3 AI Stocks That Could Turn $10,000 Into $15,000
Broadcom, Marvell, and Oracle have gone in completely opposite directions in 2026, yet analysts see a path where all three deliver the same outsized result in 2027.
Oracle Announces Commitment to Absorb $300 Million in Rising Point Beach Energy Costs for Wisconsin Residents
Oracle Announces Commitment to Absorb $300 Million in Rising Point Beach Energy Costs for Wisconsin ResidentsPR NewswireAUSTIN, Texas, Oct. 2, 2026Commitment wi
Can Oracle's Database Business Sustain Margins over the Long Term?
ORCL's shift to a consumption-based cloud database can drive growth, but rising infrastructure costs may pressure its historically strong margins.
Thursday's Final Takeaways: GOOGL & SPCX Launch AI Chips into Space, ORCL & Tencent Deal
Alphabet (GOOGL) and SpaceX (SPCX) take what both companies consider a big step for AI's expansion into the final frontier. On Earth, Oracle (ORCL) signs a multi-billion-dollar deal with Tencent.
Oracle Just Sent A Notice That Has Everyone Staring At The Wrong Place
Oracle Corporation maintains a Buy rating as revenue timing, not demand, drives current risk; signed contracts support robust forward visibility. ORCL's Q1 delivered 850 MW of AI capacity—85% of guidance—with utilization at 97.9% and renewals at a 20% premium, underscoring resilient demand. Backlog covers ~93% of FY27
Oracle Has the Biggest Upside of Any Megacap Right Now: 54%
Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a jarring disconnect between what the business is doing and what the market is pricing in.
Down 50% and Climbing Again: 3 AI Stocks Rebuilding After Brutal Pullbacks
Being right about a technology and right about its stock price are two different trades. AI investors learned that distinction the hard way over the past year.
Oracle's Negative Free Cash Flow Exposes the Uncomfortable Truth About AI's Financing Game
Bloomberg's Odd Lots and Jim Cramer reached opposite conclusions about AI spending within 12 hours of each other, and Oracle's balance sheet sits at the center of the disagreement.
Oracle Gives Major Update After Flooding Reaches Project Jupiter
Oracle (ORCL) shares fell Wednesday after flooding reached the company's Project Jupiter data center site in southern New Mexico, although Oracle said critical
Wall Street Breakfast Podcast: Constellation's Big Power Play
Constellation Energy (CEG) secures a 20-year power agreement with Amazon (AMZN), supporting investment in Calvert Cliffs nuclear plant expansion. Tencent (TCEHY) reportedly signs a $7B, five-year AI chip lease with Oracle (ORCL), diversifying ORCL's AI customer base.
Oracle has reportedly signed a $7 billion deal with Tencent. It could provide relief for the troubled stock.
Tencent signed a five-year deal which allows it to access artificial-intelligence chips not previously available in the country, according to the Financial Times.
China's Tencent leases 100,000 chips from Oracle to accelerate AI push, FT reports
China's Tencent has signed its largest overseas lease deal with US cloud provider Oracle to access about 100,000 advanced AI chips that were not available in China, the Financial Times reported on Wednesday, citing people familiar with the matter.
Oracle Stock Is Down 60% From Its High. Here's Why I'm Still Not Buying.
Oracle's AI business is booming. The question is whether its cash flow can catch up with its spending.
Aterio Flags Delay Risk at Oracle's Wisconsin Data Center
Oracle (ORCL) shares were down 0.72% in premarket after infrastructure data provider Aterio said there is a material risk that Project Lighthouse, the 1.3-gigaw
2 Top Dividend Powerhouses To Buy On The Dip For Retirees
Higher interest rates have pushed down the prices of many income-producing securities, which creates better entry yields for investors who can tell temporary pressure from real damage. Some high-yield names now face deteriorating fundamentals or rely on the return of capital to fund their payouts, so I'd be cautious wi