Today: 13 May 2026
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NASDAQ:ORCL 27 February 2026 - 4 May 2026

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.
4 May 2026
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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.
29 April 2026
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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.
29 April 2026
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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.
28 April 2026
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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.
28 April 2026
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Oracle stock slips despite Google Cloud AI push as Wall Street refocuses on spending risks

Oracle stock slips despite Google Cloud AI push as Wall Street refocuses on spending risks

Oracle shares fell as much as 3.8% in premarket trading Thursday, touching $180.40 after closing at $187.50 Wednesday. The drop followed Oracle’s expanded Google Cloud AI database rollout and came amid a broader software stock selloff. Morgan Stanley cut its price target to $207, citing uncertainty over GPU-as-a-service, financing, and margins.
23 April 2026
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Oracle Stock Holds After AWS Tie-Up as Investors Reassess the AI Bet

Oracle Stock Holds After AWS Tie-Up as Investors Reassess the AI Bet

Oracle shares slipped 0.2% to $174.75 Monday after investors questioned whether its expanded partnership with Amazon Web Services will drive sustained AI revenue. The company plans to connect its Interconnect service with AWS later this year, but the stock remains far below last September’s record high. Oracle recently raised its 2027 revenue target to $90 billion. Analysts warn data transfer fees and power supply remain concerns.
20 April 2026
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Oracle Layoffs Hit India After 6 a.m. Emails, Raising Fresh AI Spending Questions

Oracle Layoffs Hit India After 6 a.m. Emails, Raising Fresh AI Spending Questions

Oracle employees in India began receiving layoff emails early Tuesday, with no official headcount disclosed by late in the day, Indian media reported. The company’s latest filing raised estimated fiscal 2026 restructuring costs to $2.1 billion, mostly for severance. Oracle is continuing with $50 billion in planned capital spending for AI data centers.
31 March 2026
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Broadcom vs Oracle vs Marvell: Fresh AI Stock Calls Put Custom Chips in Focus

Broadcom vs Oracle vs Marvell: Fresh AI Stock Calls Put Custom Chips in Focus

Broadcom was favored over Oracle and Marvell in Monday investment commentary, citing its AI chip growth and scale. Broadcom reported first-quarter AI revenue up 106% to $8.4 billion and forecast $10.7 billion for the current quarter. Oracle was noted for strong multicloud database growth, while Marvell was described as riskier with higher potential upside. Supply constraints and customer concentration remain key risks.
30 March 2026
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What to Know About AI Stocks Before the US Market Open Today: Oracle Revives the Trade, Adobe Up Next

What to Know About AI Stocks Before the US Market Open Today: Oracle Revives the Trade, Adobe Up Next

Oracle reported a 325% jump in contracted future revenue to $553 billion and raised its 2027 revenue target to $90 billion, driving AI stocks higher premarket despite oil prices weighing on futures. Nvidia announced a $2 billion investment in Nebius, while Meta unveiled four in-house AI chips. Amazon is seeking $37 billion in bonds to fund AI infrastructure. Atlassian will cut 1,600 jobs to shift focus to AI.
12 March 2026
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Dow Jones Today: Dow Falls More Than 400 Points as Oil Shock Blunts CPI Relief

Dow Jones Today: Dow Falls More Than 400 Points as Oil Shock Blunts CPI Relief

The Dow Jones fell 418 points, or 0.88%, to 47,288.28 by late morning Wednesday as investors focused on rising oil prices and risks from the U.S.-Israeli war with Iran. February CPI matched forecasts but did not reflect recent 20% gasoline price jumps. The International Energy Agency released 400 million barrels from reserves, but attacks in the Strait of Hormuz kept supply concerns high. Oracle shares rose 12% after its revenue outlook.
11 March 2026
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US Stock Market Open Today: Oil Slumps, Futures Rise Before Oracle and CPI

US Stock Market Open Today: Oil Slumps, Futures Rise Before Oracle and CPI

Dow, S&P 500, and Nasdaq futures rose early Tuesday after President Trump’s comments on the Middle East war sent oil prices down 6.8%. American and Delta gained over 1% premarket, while Occidental fell 2.5%. HPE raised its 2026 outlook and beat revenue estimates. G7 ministers pledged action if oil shocks worsen as Iran threatened regional supply.
10 March 2026
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Oracle stock rises 2.6% after hours — what ORCL investors watch before earnings

Oracle stock rises 2.6% after hours — what ORCL investors watch before earnings

Oracle shares rose 2.6% to $149.25 in after-hours trading Monday as the company pursues a $45–$50 billion debt-and-equity plan to fund cloud expansion in 2026. About 22.4 million shares traded. Oracle’s next earnings are due March 9, with investors watching cloud growth and spending. Bondholders sued Oracle in January over losses tied to its AI infrastructure build-out.
3 March 2026
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Oracle stock slips after hours despite Wall Street upgrade — what’s next for ORCL

Oracle stock slips after hours despite Wall Street upgrade — what’s next for ORCL

Oracle shares fell 1.4% to $148.20 in after-hours trading Thursday after closing up 1.6%. Oppenheimer upgraded Oracle to Outperform this week with a $185 price target. Investors remain focused on Oracle’s AI infrastructure spending and funding plans, including a reported $300 billion cloud deal with OpenAI. The company’s next earnings report is expected around March 9.
27 February 2026
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Stock Market Today

  • BSE Sensex and Nifty50 May 13, 2026: Market Ends Slightly Higher with Asian Paints Leading Gainers
    May 13, 2026, 11:36 AM EDT. On May 13, 2026, Indian equity markets saw a modest recovery after four sessions of losses. The BSE Sensex edged up by 49.74 points (0.07%) to 74,608.98, while the NSE Nifty50 rose 33.05 points (0.14%) to 23,412.60, buoyed by gains in metal, energy, and FMCG sectors. Asian Paints surged 4.48%, topping the gainers list, followed by Adani Enterprises and Tata Steel. Conversely, heavyweights like Eicher Motors and Mahindra & Mahindra declined over 2%. Volatility persisted with a 1,000-point intra-day Sensex range amid concerns over crude oil prices, rupee weakness, and ongoing foreign fund outflows. Broader markets outperformed benchmarks, with the BSE MidCap Select index up 0.90%. Analysts highlighted selective buying and cautious sentiment due to global uncertainties and rising inflation pressures in India.

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Cerebras IPO Frenzy Tests Wall Street’s $50 Billion AI Chip Bet

Cerebras IPO Frenzy Tests Wall Street’s $50 Billion AI Chip Bet

13 May 2026
Cerebras Systems is set to price its IPO above the $150–$160 per share range, Bloomberg reported, with orders more than 20 times available shares, according to Reuters. The company will offer 30 million shares and begin trading Thursday on Nasdaq under the ticker CBRS. Morningstar estimates the revised range could value Cerebras near $50 billion. Cerebras reported over $500 million in revenue last year but remains unprofitable.
AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

AMD’s Quiet Marvell Stake Puts AI Chip Investors on Alert

13 May 2026
Marvell Technology shares rose nearly 10% Wednesday after a filing showed AMD held 65,516 shares at the end of March, valued at $6.49 million then and about $11.8 million at current prices. The disclosure drew attention as Marvell is a key supplier for AI data-center hardware. The Philadelphia SE Semiconductor index is up 64% since March. Analysts raised Marvell’s price targets, citing AI demand and hyperscaler investment.
NIO Stock Is Moving Again As ES8 Sales Put Profit Hopes Back In Play

NIO Stock Is Moving Again As ES8 Sales Put Profit Hopes Back In Play

13 May 2026
NIO’s U.S.-listed shares rose 43.5 cents to $6.515 Wednesday, valuing the company at about $13.6 billion, as April deliveries climbed 22.8% to 29,356 vehicles. The ES8 SUV accounted for 44% of April’s volume. NIO’s first-quarter results are due May 21. The company remains smaller than rivals XPeng, Li Auto, and BYD.

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Wolfspeed Stock Rally Tests Whether WOLF’s Balance-Sheet Fix Can Beat Negative Margins

Wolfspeed Stock Rally Tests Whether WOLF’s Balance-Sheet Fix Can Beat Negative Margins

13 May 2026
Wolfspeed shares closed Tuesday at $53.72, up 6.8%, then showed a premarket quote of $77.00, a 43% jump, as traders focused on debt reduction and high short interest. Fiscal Q3 revenue fell 19% to $150.2 million, gross margin remained negative, but net loss narrowed and interest expense dropped 39%. Short interest stood at 16.1 million shares, about a third of the float.
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