Today: 30 June 2026
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NYSE:ORCL 28 April 2026 - 30 June 2026

Oracle lags tech rebound as backlog schedule puts spotlight on cash shortage

Oracle lags tech rebound as backlog schedule puts spotlight on cash shortage

Oracle Corporation slipped 0.52% to $147.76 Monday. Shares gave up an early move up tied to AI-infrastructure, finishing weaker while most tech names rose. Stock traded between $145.20 and $154.50. Volume came in at 34.06 million shares, or 126% of its 65-day average, numbers from MarketWatch show. Oracle had climbed 3.5% in premarket trading on Monday after dropping almost 20% last week, its worst week since 2001, MarketWatch reported, citing FactSet. But shares finished lower on the day, even as the S&P 500 added 1.2% and the Nasdaq rose 2.1%.
30 June 2026
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AI stocks eye $41 billion tech-fund shift as memory costs hit

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

AI stocks finished the week mixed. Demand numbers were solid, but share prices lagged. Tech funds lost almost $20 billion in outflows for the week ending June 24, reversing $21.46 billion in inflows the previous week, according to LSEG Lipper data via Reuters. That’s a swing of about $41 billion in just one week, before Friday’s big drop in chip stocks.
27 June 2026
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Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

U.S. cash markets traded Thursday during normal hours on the New York Stock Exchange, from 9:30 a.m. to 4:00 p.m. ET. It wasn’t just AI stocks bouncing. Some investors picked up shares in chipmakers with limited memory supply, dumping others with higher AI expenses or steeper input costs. By late morning, Micron Technology, SanDisk, Western Digital and Seagate Technology had picked up roughly $239 billion in market cap based on last prices and capitalisations. With Qualcomm included, the gain was near $247 billion. Apple, Nvidia, Microsoft, Alphabet and Oracle had shed around $417 billion using the same method.
25 June 2026
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Oracle (NYSE:ORCL) stock slips as AI spending outpaces cloud infra sales

Oracle (NYSE:ORCL) stock slips as AI spending outpaces cloud infra sales

Oracle Corporation lost 4.62% to close at $157.53 on Wednesday, lagging the S&P 500’s 0.10% dip and extending its slide to a third day. Volume hit 37.7 million, topping the 50-day average of 28.1 million shares, according to MarketWatch. Oracle shares faced pressure after the company’s annual report on Monday, which broke down the numbers behind the recent stock move. There are fewer workers, more AI data-center gear, and the cash profile isn’t just software anymore.
25 June 2026
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Nvidia, Broadcom, Applied Materials, Intel, Oracle lead AI infrastructure stocks

Nvidia, Broadcom, Applied Materials, Intel, Oracle lead AI infrastructure stocks

New York, June 11, 2026, 4:10 PM EDT AI infrastructure spending sets new theme for growth buy lists Growth investors are shifting to names that stand to profit as AI moves from buzz to hardware. Reuters, citing data published Wednesday, reports the AI rally has sent equities to highs, and Morgan Stanley now sees $3 trillion in big tech spending on global data centers from 2025 to 2028, with $800 billion for hyperscaler capex just in 2026. Latest large-cap names in focus: Nvidia, Broadcom, Applied Materials, Intel, Oracle.
11 June 2026
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Oracle’s $95 Billion AI Tab Rattles AI Names Despite Positive Quarter

Oracle’s $95 Billion AI Tab Rattles AI Names Despite Positive Quarter

Oracle’s shares tumbled more than 9% to $182.95 ahead of Thursday’s session after the company posted record Q4 numbers, then flagged a sharp rise in spending to build out its AI infrastructure. Investors reacted to the bigger capital bill, even as AI demand stayed hot. Oracle posted a 21% gain in quarterly revenue, up to $19.2 billion. Total cloud revenue came in 47% higher at $9.9 billion. Oracle Cloud Infrastructure, the company’s IaaS arm, jumped 93% to $5.8 billion, while its cloud applications segment reported a 10% increase, hitting $4.1 billion.
11 June 2026
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Semiconductor Index Drops After Oracle Details $95 Billion AI Spend, Nvidia and Broadcom Under Pressure

Semiconductor Index Drops After Oracle Details $95 Billion AI Spend, Nvidia and Broadcom Under Pressure

Chip stocks took another hit Thursday as investors kept tallying up what the AI wave is costing. The PHLX Semiconductor Index, or SOX, dropped 3.57% on Wednesday. Oracle’s numbers, out after the bell, only raised more doubts about how much more cash—debt and equity—will be needed to fund the AI push before chipmakers actually see lasting profits from demand. The SOX, a modified market-cap-weighted index tracking semiconductor firms that design, make, distribute and sell chips, is seen as a key chip-stock sentiment gauge for Wall Street. Reuters said semiconductor shares kept falling Wednesday, dragging out recent losses. Nvidia and Broadcom were among the biggest weights on the S&P 500, with tech valuations a concern for investors.
11 June 2026
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Tech stocks slide after hours, Oracle’s AI spending draws focus

Tech stocks slide after hours, Oracle’s AI spending draws focus

Dow sinks nearly 1,000 points as tech breaks down; inflation, Iran weigh U.S. stocks came under more selling after the bell Wednesday. The Dow Jones Industrial Average finished down 953.33 points, or 1.87%, at 49,918.78. The S&P 500 fell 1.62% to 7,266.99. The Nasdaq Composite dropped 1.98% to 25,169.50. Tech stocks took the biggest hit as traders turned defensive. Inflation looked hot and U.S.-Iran tensions stirred. Stocks dropped, but the bigger move was in where the selling hit. The semiconductor index lost 3.6%. Nvidia and Broadcom were heavy drags on the S&P 500. The S&P 500 technology sector is now down 11% from its June 2 record close, enough for correction territory—market code for a drop of at least 10% from a recent high.
11 June 2026
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Oracle Stock Moves Higher as AI Backlog Draws Focus

Oracle’s $50 Billion AI Bet Draws Wall Street’s Focus

Oracle shares dropped over 5% Wednesday morning as some of the AI-fueled gains came off. Investors refocused on the expense of scaling up cloud infrastructure tied to Oracle’s growth pitch. The stock was last seen at $231.41, down 5.4%, for a market cap near $674 billion. Oracle is set to report fiscal Q4 earnings after markets close on June 10, putting a spotlight on whether investors will keep backing Oracle’s AI backlog as capital expenditure continues to grow. Spending on areas like data centres and equipment has been climbing.
3 June 2026
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Arm Ramps Up $15 Billion AI Chip Push Ahead of Schedule

Arm Ramps Up $15 Billion AI Chip Push Ahead of Schedule

TAIPEI, June 2, 2026, 19:03 Arm Holdings could hit its $15 billion annual revenue goal for AI chips sooner than it expected, CEO Rene Haas said, as demand for data center central processors is picking up. Haas told Bloomberg Television he was “very confident” about the target, according to Seeking Alpha. Reuters also reported demand for Arm’s chips is higher than eight weeks ago.
2 June 2026
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Oracle Stock Moves Higher as AI Backlog Draws Focus

Oracle Stock Moves Higher as AI Backlog Draws Focus

Oracle shares climbed over 8% in Monday’s New York session, pushing the stock higher as investors came back to the software company on stronger AI-cloud demand, earnings momentum and some technical buying. Oracle last traded at $244.73, up $18.95, putting its market cap at $712.5 billion. Oracle’s stock is no longer a recovery story for investors. Now it’s about whether the market is ready to get past Oracle’s high spending. A Zacks piece picked up by Yahoo Finance pointed out the shares climbed above their 200-day moving average after jumping 31.4% in the past four weeks.
1 June 2026
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Oracle Shares Rebound, Eyes on AI Cloud Performance

Oracle Shares Rebound, Eyes on AI Cloud Performance

Oracle shares are set for Friday trading after jumping 6.6% Thursday and ending close to $204. AAII had Oracle at $203.640, a 6.64% gain, up 26.18% for May so far, still off its 52-week high of $345.72. Timing is the focus now. Wall Street pushed the S&P 500 and Nasdaq to fresh record closes, with traders saying recent gains came as bets on AI spending started to show up in sales for software and data names—offsetting worries about legacy business models. The S&P 500 added 0.58% Thursday. Nasdaq advanced 0.91%, according to Reuters.
29 May 2026
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CoreWeave Stock Jumps Before Earnings as OpenAI Risk Tests the $700 Billion AI Boom

CoreWeave Stock Jumps Before Earnings as OpenAI Risk Tests the $700 Billion AI Boom

CoreWeave climbed 5.8% to $125.89 late Monday morning, drawing the AI cloud name back into focus for investors betting on artificial intelligence infrastructure. The latest jump brings its market cap to roughly $62.7 billion. Timing is key here. CoreWeave will release its first-quarter numbers after the bell on Thursday, May 7. For investors, this will be the first real sign of whether the company is actually converting its surge of AI cloud deals into tangible capacity and top-line growth.
4 May 2026
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FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

FuelCell Energy Stock Jumps As AI Power Bet Gets Fresh Boost From Bloom Energy

DANBURY, Conn., April 29, 2026, 3:04 p.m. ET FuelCell Energy shot higher Wednesday, part of a fuel-cell sector surge after Bloom Energy boosted its 2026 guidance and posted a sharp revenue increase on strong data center demand for on-site power. FuelCell shares last traded at $12.69, up $2.75 from Tuesday’s finish, with volume topping 13 million shares.
29 April 2026
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OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

OpenAI Target Miss Report Sends Oracle, CoreWeave and AI Stocks Lower

Shares of Oracle and CoreWeave dropped sharply Tuesday, dragging down other AI-related names, after the Wall Street Journal reported OpenAI fell short of its latest revenue and user goals. The miss has rekindled concerns about the ChatGPT developer’s ability to bankroll its data-center expansion. This shift is significant: OpenAI links together a tangle of cloud, chip, and funding arrangements that have propelled the AI rally. The question investors are pushing now is blunt—can actual demand for AI products cover the steep costs of compute, chips, and the data-center muscle behind them.
29 April 2026
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US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

US Stock Market Today: Nasdaq Slides as AI Selloff Hits Nvidia, Fed and Oil Risks Loom

Nasdaq Composite slumped Tuesday morning, pulling major U.S. equity benchmarks into the red after renewed worries about artificial intelligence demand rattled chipmakers and names tied to the cloud. By 11:49 a.m. ET, Nasdaq had dropped 1.44%. The S&P 500 was off 0.78%, while the Dow managed a slim 0.12% gain, according to Reuters. The shift grabbed attention, given how much the latest Wall Street rally has ridden the AI wave. A Wall Street Journal piece said OpenAI fell short of some internal milestones for weekly users and revenue, sparking fresh doubt among investors about whether the billions sunk into high-powered chips and sprawling data centers will deliver profits on schedule.
28 April 2026
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Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

Nvidia Stock Today: Why Shares Are Falling After the OpenAI Shock

New York—April 28, 2026, 10:36 EDT Nvidia slid 1.8% to $212.78 Tuesday, erasing some of Monday’s rally. The pullback came as traders exited AI names following a report that cast doubt on OpenAI’s user numbers, revenue, and future spending on compute. At its session low, Nvidia hit $208.62, but the chipmaker still held onto a market cap north of $5.2 trillion.
28 April 2026
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Stock Market Today: Nasdaq Futures Sink as OpenAI Jolt and $110 Oil Threaten Record Rally

Stock Market Today: Nasdaq Futures Sink as OpenAI Jolt and $110 Oil Threaten Record Rally

Nasdaq 100 futures sagged 1.27% as of 8:04 a.m. ET, with the tech-heavy index under pressure after a report surfaced about OpenAI missing internal goals—AI stocks took the brunt. S&P 500 E-minis slipped 0.68%. Dow E-minis edged higher, up 0.17%. Oil climbing past $110 a barrel on Middle East supply fears added to the unease. “Putting pressure on the Nasdaq and on the S&P,” said Art Hogan, chief market strategist at B Riley Wealth. The retreat landed just after all-time highs for both the S&P 500 and Nasdaq—this wasn’t a post-selloff move. Futures, those contracts trading ahead of the opening bell, were signaling some caution Tuesday as investors braced for a busy stretch: heavyweight tech earnings plus the Fed’s policy call.
28 April 2026
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Stock Market Today

  • Indian Shares Seen Opening Up; HDFC Bank in Focus After Leadership Changes
    June 30, 2026, 2:03 AM EDT. Indian shares are set for a small rise Tuesday with traders watching possible U.S.-Iran talks in Doha. HDFC Bank is in focus after it named a new part-time chairman and chief financial officer. The management shuffle at the lender comes as investors weigh geopolitical risks.
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