Today: 27 June 2026
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NASDAQ:ORCL 28 April 2026 - 23 June 2026

Microsoft slips 2.9% this holiday-shortened week as traders question cloud capacity

Microsoft slips 2.9% this holiday-shortened week as traders question cloud capacity

Microsoft shares fell 2.9% to $379.40 this week, underperforming the S&P 500 and Nasdaq as investors rewarded AI chipmakers but not major buyers like Microsoft; a reported breakdown in cloud-capacity talks with Oracle and persistent supply constraints highlight execution risks ahead of key Micron earnings and U.S. inflation data next week.
Charles Schwab Expands Money Talk as Fresh Filings Show Farallon, Elevation Point Cut SCHW Stakes

Options Get Attention as Schwab’s STAX Bounces With AI Stocks

Schwab’s Trading Activity Index jumped to 55.08 in May from 50.10 in April as retail investors returned to equities—especially tech stocks—while also shifting toward ETFs and options for risk management, signaling renewed participation in the AI-led rally but with increased caution, according to Schwab’s monthly data.
Oracle Stock Moves Higher as AI Backlog Draws Focus

Oracle shares fall after data center spending outlook hits, even as cloud backlog hits new high

Oracle shares plunged 8.9% in after-hours trading as investors balked at the company’s plan to raise about $40 billion in debt and equity to fund a massive AI data center buildout, despite record revenue and a $638 billion backlog; free cash flow was negative $23.7 billion in fiscal 2026 as capital spending soared, intensifying concerns over whether AI demand will translate into durable profit.
Oracle Shares Jump as AI Cloud Bets Head Toward Another Test

Oracle Shares Jump as AI Cloud Bets Head Toward Another Test

Oracle soared 10.84% Friday to $225.78, capping a 17.5% weekly surge as traders piled into AI infrastructure stocks. Wall Street’s software index jumped over 6% as AI demand fears faded. Oracle’s remaining performance obligations hit $553 billion, up 325% year over year. Risks remain: high AI infrastructure costs, reliance on OpenAI, and scrutiny over TikTok data. Fiscal Q4 results land mid-June.
Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

Oracle’s Pentagon AI Deal Puts Its Cloud Bet Back in the Spotlight

Oracle has been selected by the U.S. War Department to deploy advanced AI on classified military networks, joining SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, and Amazon Web Services. The deal comes as Oracle faces investor scrutiny over its AI cloud business and competition from other cloud providers for Pentagon contracts. Oracle’s classified cloud covers all security levels, including Top Secret and Special Access Programs.
AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI Stocks With Growth Potential in Q2 2026: The 5 Names Wall Street Is Testing After the OpenAI Shock

AI-related stocks fell Tuesday after a report on OpenAI’s missed targets hit Oracle, CoreWeave, and chipmakers. Nvidia, AMD, and Broadcom dropped between 1.6% and 4.4%, while CoreWeave slid 5.8%. Alphabet, Microsoft, Meta, and Amazon are set to report earnings Wednesday, with about $600 billion in AI spending under scrutiny. Investors are watching for direct revenue tied to chips, cloud, and custom silicon.
US Stock Market Today After Hours: Nasdaq Hit by AI Worries as Visa, Starbucks and Chip Stocks Jump

US Stock Market Today After Hours: Nasdaq Hit by AI Worries as Visa, Starbucks and Chip Stocks Jump

U.S. stocks fell Tuesday, with the Nasdaq down 0.9% as AI and chip shares sold off ahead of major tech earnings. Oracle dropped 4.1%, Nvidia and AMD lost over 1.6%, and CoreWeave slid 5.8%. After hours, Visa and Starbucks rose on strong results and forecasts. Oil prices climbed, and traders watched the Federal Reserve’s rate decision.
Dow Jones Today: Why The Dow Is Holding Up While Nasdaq Sinks On AI Worries

Dow Jones Today: Why The Dow Is Holding Up While Nasdaq Sinks On AI Worries

The Dow rose 100.62 points to 49,268.41 on Tuesday, lifted by gains in Coca-Cola and Johnson & Johnson, while the S&P 500 fell 0.64% and the Nasdaq dropped 1.24% as investors sold AI-linked shares. Coca-Cola reported Q1 net revenue up 12% and raised its full-year earnings forecast. Nvidia, AMD, and Arm all declined sharply. Brent crude hovered near $111 amid U.S.-Iran tensions and OPEC uncertainty.
Oracle Stock Slides as OpenAI Misses Put $300 Billion AI Deal Under Pressure

Oracle Stock Slides as OpenAI Misses Put $300 Billion AI Deal Under Pressure

Oracle shares fell 7.7% to $159.80 in premarket trading Tuesday after reports OpenAI missed recent user and revenue targets. CoreWeave dropped 7.4%, and SoftBank closed down nearly 10% in Tokyo. Oracle has a $300 billion, five-year contract to supply computing power to OpenAI. Lenders remain cautious, with Oracle expected to need over $100 billion in additional cash funding for 2027 and early 2028.
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Stock Market Today

  • SpaceX's $11 Billion Hardware Access Deal Faces AI Strategy Challenges
    June 27, 2026, 8:25 AM EDT. SpaceX has secured an $11 billion hardware access deal, a move designed to provide its rival firms with critical technology. However, this shift may impede SpaceX's own artificial intelligence (AI) ambitions, as sharing hardware resources could dilute its competitive edge in AI development. The company aims to leverage this deal to strengthen its position in the tech sector by enabling others to use its advanced hardware. Analysts warn that while the deal offers immediate financial gains, it carries risks of undermining SpaceX's long-term AI innovation and market dominance.

Latest articles

Oil Prices Today: Brent Whipsaws as Iran Peace Hopes Hit OPEC Supply Shock

Funds trim WTI longs, Hormuz supply flows ease squeeze from tight U.S. stocks

27 June 2026
Brent crude plunged 10.86% this week to $71.99 as funds slashed net long WTI positions by 13,356 contracts, despite Cushing inventories hitting their lowest since 2014 and U.S. diesel margins surging; investors face key risks from Hormuz traffic, U.S.-Iran tensions, OPEC+ output hikes, and China’s fuel export boost.
AI stocks eye $41 billion tech-fund shift as memory costs hit

AI stocks eye $41 billion tech-fund shift as memory costs hit

27 June 2026
Technology sector funds saw nearly $20 billion in outflows the week to June 24—erasing the prior week’s $21.46 billion inflows—just before chip stocks plunged, with the Nasdaq dropping 4.6% and the Philadelphia semiconductor index posting its worst week since April, as investors questioned AI profitability and shifted away from tech.
IPO calendar eyes Bending Spoons as shortened week thins deal pipeline

IPO calendar eyes Bending Spoons as shortened week thins deal pipeline

27 June 2026
Bending Spoons (NASDAQ:BSP) drives 61% of next week’s $2.56 billion U.S. IPO proceeds, making its $1.57 billion raise a key test for investor appetite in debt-heavy software M&A, with a $18.1 billion valuation and 4.0x net debt to EBITDA leverage, as markets brace for a holiday-shortened week and a looming $29.4 billion SK hynix Nasdaq ADR.
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