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The Latest Breaking News from Gil Luria

Top Analyst Says Oracle's 'Irresponsible' AI Bet Differs From 'Healthy' Microsoft And Google Demand: A 'Bad Business' With 'Very Low Margins'

A prominent technology analyst has slammed Oracle Corp.'s (NYSE:ORCL) high-profile AI strategy, labeling it “bad behavior” and an “irresponsible investment” that relies on speculative demand, unlike the “healthy” and established customer-driven AI buildouts at Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN), and Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google.

Benzinga

Data-center operator CoreWeave is a stock-market darling. Bears see it as a symbol of the AI infrastructure bubble

Cloud-computing giant CoreWeave is valued at more than $50 billion, but a heavy debt load represents a major vulnerability.

Fortune

Datadog Posts 'Great' Q3 Beat, Analysts Praise 'Compounding Growth Ahead'

Shares of Datadog Inc (NASDAQ:DDOG) came under pressure in trading on Friday, despite an upbeat third-quarter results on Thursday.

Benzinga

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Shopify's 'Standout' Growth And 'Major Untapped' Ad Opportunity Impress Wall Street

Shopify Inc. (NASDAQ:SHOP) is gaining momentum, driven by accelerating growth, an expanding international footprint, and rising influence in artificial intelligence-powered "agentic commerce."

Benzinga

Meet the power broker of the AI age: OpenAI's 'builder-in-chief' helping to turn Sam Altman's trillion-dollar data center dreams into reality

Greg Brockman is OpenAI's master builder, steering a $1.4 trillion infrastructure buildout with stakes that go far beyond the tech sector.

Fortune

What's next for the Big Tech stocks?

Five of the Magnificent 7 reported earnings this week: All but Meta jumped afterward, with Amazon hitting a record high.

Axios

Amazon's Record-Smashing Stock Rally Isn't Over, Analyst Says: 'AWS Remains The Star Of The Show'

Amazon.com Inc (NASDAQ:AMZN) analysts are raising their price targets on the stock after the company beat revenue and earnings-per-share estimates in the third quarter and posted strong growth in the AWS cloud segment.

Benzinga

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Apple Experts Bullish After Q4—'Eventual Winner' In AI

Apple, Inc. (NASDAQ:AAPL) reported strong fourth-quarter results on Thursday, delivering record sales in both iPhone and Services and showing solid underlying demand.

Benzinga

OpenAI's future IPO frenzy

The prospect of taking the ChatGPT-maker public is unleashing a financial frenzy.

Axios

OpenAI Big Chip Orders Dwarf Its Revenues -- For Now

OpenAI is ordering hundreds of billions of dollars worth of chips in the artificial intelligence race, raising questions among investors about how the startup will finance these purchases.

International Business Times

Adobe Beats Expectations As Analysts Weigh Strong AI Growth Against Market Risks

As technology companies navigate the rapidly evolving landscape of artificial intelligence, industry giants are increasingly under pressure to demonstrate robust financial performance and strategic innovation. This backdrop of heightened competition and technological advancement sets the stage for Adobe Inc.‘s (NASDAQ:ADBE) latest financial results, which have captured the attention of analysts and…

Benzinga

Salesforce Q2 Earnings Preview: Market Expert Says This Is The Key AI Question

Technology giant Salesforce Inc (NYSE:CRM) is likely to show growth in the company's AI initiatives when the company reports second-quarter financial results after market close Wednesday.

Benzinga

Starboard Value Is Betting Big on Salesforce Stock. Should You Snap Up CRM Here?

As Starboard Value's activist push ignite a rebound in CRM? Or is Salesforce stock still too risky to chase?

Barchart

Salesforce Rallies As Investors Bet On Refocus And Margin Expansion

Salesforce (NYSE:CRM) shares climbed Friday as renewed investor optimism signaled a potential turning point for the software giant, which has faced slowing growth, rising competition, and mounting pressure to refocus on its core cloud business.

Benzinga

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Barchart

Should You Buy the Post-Preliminary Earnings Plunge in C3.ai Stock?

C3.ai stock crashes on disappointing preliminary Q1 financials. D.A. Davidson warns AI shares could tumble further in the days ahead.

The Independent UK

Mark Zuckerberg to invest hundreds of billions into AI that can outperform humans

Mark Zuckerberg has revealed Meta Platforms is set to invest hundreds of billions of dollars into constructing vast AI data centers, aiming to achieve superintelligence.

Benzinga

Salesforce Underperforms Market As Growth Concerns Plague CRM Giant

Salesforce (NYSE:CRM) stock has significantly underperformed the broader tech market this year, plummeting nearly 22% while the SP 500 Information Technology Sector Index has gained 9%.

Al Jazeera

Fact-checking Trump’s claim of securing $10 trillion in investments for US

The White House reports $5.1T in promised investments, with $4.3T newly pledged. Experts say $2.1T may not fully happen.

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Barchart

Alphabet Revenue Jumped 12% in Q1. How Should You Play GOOGL Stock Here?

Alphabet reported market-beating results for its Q1. But one analyst recommends caution in buying Google stock at current levels.

Fortune

Here’s why tariff shock could hit AI’s data center boom

The data centers critical to generative AI services like ChatGPT are made of more than just chips. And that's just one of the tariffs risks facing AI.

Fortune

Inside Amazon’s stealthy chip lab powering its $8 billion AI bet on Anthropic

Amazon acquired a stealthy chip startup a decade ago. Now that company is a key player in Amazon's cloud AI strategy—and its huge investment in Anthropic.

The Guardian - US

Elon Musk’s startup rolls out new Grok-3 chatbot as AI competition intensifies

Billionaire CEO claims bot is ‘maximally truth-seeking’ as he looks to rival DeepSeek, OpenAI and Google Gemini

Barchart

Why One Analyst Remains Cautious on Nvidia Heading into 2025

Analysts warn that Nvidia’s growth may peak despite its AI market leadership.

Benzinga

Analyst Scoreboard: 15 Ratings For Datadog

Throughout the last three months, 15 analysts have evaluated Datadog (NASDAQ:DDOG), offering a diverse set of opinions from bullish to bearish.

Benzinga

Demystifying GitLab: Insights From 15 Analyst Reviews

15 analysts have expressed a variety of opinions on GitLab (NASDAQ:GTLB) over the past quarter, offering a diverse set of opinions from bullish to bearish.

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