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The Latest Breaking News from Oracle

Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush

Wedbush sees Oracle’s pullback as noise, with AI demand, rising contracts, and cloud momentum still driving growth.

Barchart

Starmer adviser held 16 undisclosed meetings with top US tech bosses

Exclusive: Varun Chandra’s talks with Google, Meta, Apple and others raise fears of ‘lobbying behind closed doors’

The Guardian - UK

Pentagon Excludes Anthropic in Deal With OpenAI, Google, SpaceX and Others for Classified AI Work

The Defense Department said Friday it had reached agreements with leading AI firms, including SpaceX, OpenAI, Google, Nvidia, Reflection AI, Microsoft, Amazon Web Services, and Oracle.

International Business Times

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Bloom Energy May Be Solving AI’s Biggest Power Problem

Bloom Energy is the power behind the data center build out, ramping production of its fuel cells and accelerating deployments.

MarketBeat

'We’re a good example of if you work smart, apply security, tools and procedures smartly, you can still operate and be very agile': From the wind tunnel to the drawing board, how 1Password is helping Oracle Red Bull Racing stay secure and focused

We hear how 1Password is helping Oracle Red Bull Racing get back to pole position in Formula 1 2026.

TechRadar

The Witch’s House location and activities in Neverness to Everness

Bring Oracle Stones and collect daily buffs.

Dot Esports

Why Dan Ives Is Betting on 35% Upside for Oracle Stock: This ‘Secret Sauce’ Will Make ORCL a Key Part of the ‘AI Revolution’

Ives and his team have a price target of $225 for Oracle.

Barchart

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OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals — company now prefers to lease compute and says Stargate is an umbrella term

OpenAI has reportedly modified its arrangement on several Stargate projects, leaving the direct ownership set up and instead preferring to lease compute from other partners who took on the direct risk of investing in the infrastructure.

Tom’s Hardware

Trump Was Supposed to Kill Hydrogen Investments, but Oracle Just Gave Bloom Energy Stock a Second Life

Shares of the company popped more than 12% on the news that the cloud major will use its fuel cells to power its grid in New Mexico.

Barchart

Is Oracle Undervalued as Cloud Growth Accelerates?

Oracle is on track to rebound strongly provided a catalyst emerges. A catalyst is likely in the upcomign results, in which the massive backlog will probably grow.

MarketBeat

OpenAI is 'strongly positioned,' says Wedbush's Dan Ives

The markets overreacted to a report about OpenAI, Ives said.

Fortune

Stocks Fall on AI Jitters and Surging Crude Oil Prices

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.49%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.01%. June E-mini S&P futures (ESM26 ) fell -0.46%, and June E-mini Nasdaq futures...

Barchart

As OpenAI Drags Down Chip Stocks, Should You Buy the Dip in Oracle Stock?

Oracle stock sinks as the WSJ reported that OpenAI is seeing a revenue and user growth slowdown. But long-term investors are not out of reason to load up on ORCL shares today.

Barchart

SMCI Stock Alert: 2 Red Flags and 1 Green Flag About Supermicro

SMCI’s explosive AI growth is real, but its risks are getting harder to ignore.

Barchart

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Evening Standard

FTSE 100 edges higher but US tech stocks wobble

The index closed up 11.70 points at 10,332.79.

Tom’s Hardware

Market slumps as OpenAI reportedly misses internal targets for active users and revenue — Nvidia, Oracle, AMD, and CoreWeave shares all tremble on the news

Nvidia, Oracle, SoftBank, and CoreWeave saw their stock prices go down because of news that OpenAI has been missing its internal targets. SoftBank stock lost 9.9% of its value on the Tokyo Stock Exchange. Nvidia, AMD, Oracle, and CoreWeave also dropped during pre-market trading and remain down after the market…

Barchart

AI Fears and Surging Crude Oil Prices Weigh on Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down -0.66%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -0.63%, and June E-mini Nasdaq futures...

Barchart

Stocks Pressured by AI Fears and Soaring Crude Oil Prices

The S&P 500 Index ($SPX ) (SPY ) today is down -0.38%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.25%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.78%. June E-mini S&P futures (ESM26 ) are down -0.44%, and June E-mini Nasdaq futures...

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Barchart

Dear Super Micro Computer Stock Fans, Mark Your Calendars for May 26

Super Micro is still posting explosive top‑line growth and big EPS gains, but the DOJ export‑scheme indictment, a lost Oracle order, and excess Nvidia GPU inventory for xAI have turned it from a pure AI winner into an overhang‑heavy story trading at a discount multiple.

Barchart

Oracle’s Quarterly Earnings Preview: What You Need to Know

Oracle is set to report its fiscal fourth-quarter results shortly, and analysts are expecting double-digit growth in earnings.

Newslaundry

‘Will AI replace me?’: Anxiety grips tech workers amid mass layoffs, slowing recruitment

When Akanksha woke up in her flat in Bengaluru around 7 am on March 31, the first thing she did was check her email. This had become a routine ever since the 24-year-old, who requested that only her first name be used, started working with a US-based team at Oracle.…

MarketBeat

Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation

Larry Benedict identifies NVIDIA, D.R. Horton, and Oracle as top rotation targets as market volatility drives institutional money into Mag 7, housing, and software sectors.

International Business Times UK

Is AI Replacing Tech Jobs in 2026? Here's What the Meta and Microsoft Cuts Mean

Meta and Microsoft are cutting over 20,000 jobs, citing AI efficiency. This reflects a broader trend of tech layoffs and restructuring amid AI advancements.

Barchart

Should You Buy the Dip in Oracle Stock? Dan Ives Thinks So.

Wedbush’s Dan Ives assumes coverage of Oracle stock with an “Outperform” rating. Here’s why he recommends buying ORCL shares at current levels.

Kiplinger

Nasdaq, S&P 500 Reach New All-Time Highs: Stock Market Today

The leader of the AI revolution helped carry two of the three main U.S. equity indexes to new highs heading into the weekend.

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