Today: 17 July 2026
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NASDAQ:ORCL 28 April 2026 - 23 June 2026

AI Names Hit Fed Hurdle After Nvidia, Oracle Swings

AI Names Hit Fed Hurdle After Nvidia, Oracle Swings

AI stocks in the U.S. go into this holiday-shortened week with risk sentiment looking better but still shaky. The Dow, S&P 500 and Nasdaq all closed up Friday and posted weekly gains. Lower oil and some optimism around U.S.-Iran news helped. Investors also looked at SpaceX’s Nasdaq debut. The stakes are clear for Nvidia, AMD, Broadcom, Micron, Oracle and Super Micro Computer. These names usually get a lift when markets want growth and will pay up for it now, but they can sink fast if higher rates, big costs or soft guidance cloud the outlook.
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 came in at 55.08 for May, up from April’s 50.10.• Retail clients kept buying, with tech getting the most attention. Trading in ETFs and options hinted at a shift to caution.• OCC reported total options volume jumped 25.3% year over year in May, showing a busy month across the options market.
Oracle Drops After Surprise AI Costs Challenge Cloud Narrative

Oracle Drops After Surprise AI Costs Challenge Cloud Narrative

Oracle Corporation shares struggled as investors shrugged off record fiscal Q4 revenue and turned to the cost of the company’s AI infrastructure spending. Oracle last changed hands near $184.10, giving it a roughly $536.1 billion market cap and a trailing price-to-earnings ratio of about 33. That price-to-earnings ratio is a standard valuation check. The stock dropped 12% Thursday, according to Reuters, with investors worried about higher capital spending and debt levels as Oracle ramps up its AI cloud infrastructure investments.
S&P 500, Nasdaq, Dow edge higher as chip names catch a bid

S&P 500, Nasdaq, Dow edge higher as chip names catch a bid

U.S. stocks climbed Thursday morning as buyers moved back into big tech and chip names. Investors continued to track inflation numbers, Middle East tension, and the Fed’s direction. According to delayed LSEG figures via Reuters, the Dow Jones Industrial Average rose 0.68% to 50,258.33, the Nasdaq Composite added 0.61% to 25,323.80 and the S&P 500 was up 0.51% at 7,304.00. Quotes lag at least 15 minutes.
Banks Jump in FTSE Rally, AI Tugs LSEG

Banks Jump in FTSE Rally, AI Tugs LSEG

FTSE 100 climbs as HSBC, StanChart, Prudential rally The FTSE 100 gained 0.6% to 10,316.05 at 0917 GMT on Thursday, lifted by a rebound in HSBC, Standard Chartered and Prudential. HSBC and Standard Chartered rose 2% each. Prudential jumped 3.4%. Mid-cap FTSE 250 traded flat. Market gains stayed limited with concerns over the Middle East and new doubts about funding the artificial-intelligence rally.
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

The U.S. War Department has tapped Oracle Corp as one of just eight firms set to roll out advanced artificial intelligence tools on classified military networks, marking a new entry for the enterprise software giant into highly sensitive government tech. Oracle appears on the department’s roster with SpaceX, OpenAI, Google, Nvidia, Reflection, Microsoft, and Amazon Web Services. According to the department, these AI systems will support “lawful operational use” on secure networks.
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. equities slipped off record territory, dragged down by declines in AI-related stocks ahead of a wave of Big Tech earnings.• In after-hours moves, Visa, Starbucks, Seagate and NXP all saw gains following their reports or guidance.• Oil prices and the upcoming Fed rate call stand out as the key concerns heading into Wednesday.
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 Jones Industrial Average managed a modest gain Tuesday, bucking declines in the S&P 500 and a steeper slide for the Nasdaq as traders moved out of AI stocks and into more stable blue chips. According to LSEG figures cited by Reuters, the Dow closed up 100.62 points, or 0.20%, at 49,268.41. The S&P 500 slipped 0.64%, with the Nasdaq down 1.24%.
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