Oracle just had its best day in the stock market since 1992
The last time Oracle had a day in the stock market better than this, Whitney Houston’s “I Will Always Love You” was early in its 14-week run atop the Billboard Hot 100 chart. It was nearly Christmas i...
Oracle’s insane cloud infrastructure forecast is giving shades of Nvidia’s data center business
Yesterday, Oracle posted arguably the most remarkable quarter of any tech giant this year, sending the stock up as much as 30% in after-hours trading. Actually, the quarter itself was unremarkable — i...
Oracle’s outlook for massive cloud sales growth is driving a bid to buy everything AI
“Listen, even I’m sort of blown away by what this looks like going forward.” That’s how the Q&A portion of Oracle’s Q1 2026 earnings call started, with Guggenheim Securities analyst John DiFucci expre...
Oracle rips as backlog builds, but company misses on top and bottom lines
shares shot higher after-hours as the company reported a growing backlog, even though its fiscal Q1 results fell slightly short of expectations. The company reported: Adjusted earnings per share of $1...
Nebius soars after signing a 5-year deal with Microsoft to supply nearly $20 billion worth of AI computing power
Artificial intelligence infrastructure group jumped more than 50% in early trading on Tuesday after the company announced after the close on Monday a major deal to supply computing power for AI oper...
Amazon is reportedly testing an enterprise agentic AI tool called “Quick Suite”
Shares of are rallying as the tech titan readies itself to take another stab at the enterprise software market with a new “agentic AI” tool, according to a report from Business Insider. “Quick Suite”...
Retail traders are buying the dip in Nvidia and selling the rip in Google
As many tech companies hit the skids in the sessions following the release of second-quarter earnings , retail traders stepped up to make their most purchases of US single stocks in two months, per JP...
CoreWeave soars as a supply-constrained Nvidia may be more good news than bad
is surging in early trading on Thursday, up 6.3% as of 10:00 a.m. ET. That’s despite Nvidia, one of its biggest investors and a close partner to the recently IPO’d cloud computing company, being modes...
Morgan Stanley counts Amazon’s data center square footage to explain why its cloud business will boom
The second-quarter reporting period showed that competitors have been making up ground on in a key AI battleground among tech giants : their cloud businesses. Amazon Web Services’ revenues rose 17.5% ...
Zoom jumps after beating expectations and raising its full-year guidance
jumped more than 9% in early trading after reporting revenue and earnings that beat analyst expectations and raising its full-year guidance. The video communications company posted adjusted earnings p...
CoreWeave drops as top shareholder takes profit by selling nearly 1.5 million shares
Shares of are getting pummeled on Wednesday after filings showed top shareholder Magnetar Financial did what a lot of major investors in the AI cloud computing giant appear to have been doing: taking...
Nvidia is adding some more power to its cloud gaming platform
In case you hadn’t heard, for gamers again (as long as you ignore its data center business). On Monday, the chipmaker announced updates to its cloud gaming platform GeForce Now, including news that it...
TeraWulf howls on AI hosting deal, Google’s new 8% stake
TeraWulf jumped more than 32% in early trading this morning after it announced two 10-year $3.7 billion AI hosting deals with AI cloud platform Fluidstack. The agreement includes two five-year extensi...
CoreWeave delivers top- and bottom-line beat in Q2
gave back all of the day’s big gains, and then some, after-hours even as the AI cloud company delivered better-than-expected second-quarter results. Revenue: $1.21 billion (estimated $1.08 billion, gu...
Amazon’s overwhelming AI demand is just a bronze medal compared to its rivals
has so much demand for AI in its AWS services that it has a $195 billion backlog. Its earnings and revenue for the second quarter beat analysts’ expectations. But investors overlooked that good news t...
CEO Andy Jassy’s answer on Amazon’s cloud business cost shareholders nearly $100 billion
CEO Andy Jassy was seemingly wrong-footed during the first round of questions he faced on Amazon’s conference call yesterday, and shareholders paid dearly for it. JPMorgan analyst Doug Anmuth asked Ja...
Microsoft powers past Q4 earnings and revenue expectations
Shares of surged after the company blew past fiscal fourth-quarter earnings and revenue expectations. Shares were up 7.3% in recent after-hours trading. The tech giant reported revenue of $76.4 billi...
ServiceNow trounces earnings, stock rips after hours
Cloud software company surged in the after-hours session after reporting Q2 earnings and sales numbers that outpaced analyst expectations. Non-GAAP Q2 earnings per share arrived at $4.09, verses expe...
Datadog is now in the S&P 500. These big stocks still aren't.
Cloud-monitoring software provider surged 15% on Thursday, following the news that it will be added to the S&P 500 Index on July 9, replacing Juniper Networks. Datadog's addition marks another win fo...
Datadog jumps on inclusion in S&P 500 Index
, a monitoring software provider, jumped about 10% on Thursday morning on news it will soon be added to the S&P 500 Index. Datadog will replace Juniper Networks in the index, which anchors millions of...