Today: 10 June 2026
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NYSE:ORCL 30 March 2026 - 3 June 2026

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

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

Arm CEO says AI data-center CPU demand is outpacing forecasts, with ByteDance and Oracle as customers. Shares hit an all-time high, jumping 15.73% to $408.85 after Nvidia launched an Arm-based PC chip. Arm could reach its $15 billion AI chip revenue goal sooner than expected, with customer demand for AGI CPUs over 2027-2028 topping $2 billion, more than double March launch figures. Supply limits and export controls remain risks.
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 surged over 8% to $244.73 after beating Q3 earnings forecasts and reporting a 44% jump in cloud revenue. Remaining performance obligations soared 325% to $553 billion. Oracle projects $67 billion in fiscal 2026 revenue and $50 billion in capital spending. Bearish bets surfaced, with a $1.07 billion put-options position disclosed. Investors now watch if AI contracts convert fast enough to offset heavy data-center costs.
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 surged 6.6% Thursday to $203.64, up 26% for May but still far below last year’s high. The company reported fiscal Q3 revenue of $17.2 billion, with cloud revenue up 44% to $8.9 billion and a backlog of $553 billion. Capital spending jumped to $39.2 billion for the first nine months of fiscal 2026, pushing free cash flow to negative $24.7 billion.
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 shares climbed 5.8% to $125.89 Monday, valuing the company at $62.7 billion ahead of its first-quarter earnings report due Thursday. The move follows recent volatility tied to concerns over OpenAI, which accounts for about a third of CoreWeave’s contracted revenue. CoreWeave reported $5.13 billion in 2025 revenue and a $66.8 billion backlog at year-end. Citi raised its price target to $155, citing strong backlog growth.
4 May 2026
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Bloom Energy Stock Holds Near 52-Week High as AI Power Bet Draws Fresh Scrutiny

Bloom Energy Stock Holds Near 52-Week High as AI Power Bet Draws Fresh Scrutiny

Bloom Energy shares rose $7.29 to $290.52 Friday after the company raised its 2026 forecast and announced a deal to supply up to 2.45 gigawatts of fuel-cell power to an Oracle-backed New Mexico data center. First-quarter revenue jumped 130% to $751.1 million. Options trading showed increased demand for downside protection. Plug Power and FuelCell Energy lagged, with Bloom emerging as the main fuel-cell play on AI data center growth.
2 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

FuelCell Energy shares climbed $2.75 to $12.69 Wednesday, trading on heavy volume after Bloom Energy raised its 2026 outlook and reported a 130% jump in first-quarter revenue to $751.1 million. Bloom shares surged over 23% after announcing its fuel cells would power Oracle’s planned New Mexico AI data center. FuelCell’s first-quarter revenue rose 61% to $30.5 million, but it posted a $23.7 million net loss.
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

Oracle shares fell 4% and CoreWeave dropped 5.9% Tuesday after a Wall Street Journal report said OpenAI missed recent revenue and user targets. Nvidia, AMD, and Arm Holdings also declined, with the iShares Semiconductor ETF down 3.7%. OpenAI denied internal divisions and said its AI coding product Codex reached 4 million users. Oracle’s credit default swaps hit a two-week high amid concern over its $300 billion cloud deal with OpenAI.
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

The Nasdaq fell 1.44% by midday Tuesday, underperforming the S&P 500 and Dow, after a Wall Street Journal report said OpenAI missed internal targets. Nvidia, AMD, and Oracle dropped sharply as investors questioned AI spending. Brent crude rose above $110 a barrel amid Middle East tensions. The S&P 500 information technology sector lost 2.2%.
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

Nvidia shares fell 1.8% to $212.78 Tuesday after a Wall Street Journal report raised doubts about OpenAI’s user growth and future spending. The selloff hit other AI-linked stocks, including Oracle, AMD, and Broadcom. OpenAI disputed the report, calling it “clickbait.” Analysts were divided on whether the decline signaled real demand issues or was a routine correction.
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 fell 1.27% before Tuesday’s open after a Wall Street Journal report said OpenAI missed internal targets, sending AI-linked stocks lower. Oracle dropped 7.7% premarket, CoreWeave fell 7.4%, and SoftBank closed down nearly 10% in Tokyo. Brent crude rose above $111 a barrel on Middle East supply risks. S&P 500 futures slipped 0.68%, while Dow futures edged up 0.17%.
28 April 2026
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US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

US Stock Market Today: Futures Slip as $110 Oil and AI Jitters Test Wall Street’s Record Run

Nasdaq 100 futures fell 0.7% and S&P 500 futures dropped 0.3% early Tuesday, pressured by rising oil prices and renewed concerns over AI stocks. Brent crude climbed to $111.20 a barrel after U.S. officials rejected Iran’s proposal on its nuclear program. Oracle fell 4.6% pre-market after reports OpenAI missed internal targets. UPS dropped 3% after reporting a 28% profit decline.
28 April 2026
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Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

Oracle Stock Bulls Just Got a $16 Billion AI Test. Dan Ives Says Wall Street Is Getting It Wrong

A $16 billion Michigan data-center financing tied to Oracle and OpenAI closed Friday, as Wedbush’s Dan Ives issued a buy call on Oracle despite investor concerns over AI spending. Oracle shares traded at $173.28 premarket Monday, down 1.7%. Fiscal Q3 revenue rose 22% to $17.2 billion; cloud infrastructure revenue climbed 84%. Oracle projects $67 billion in fiscal 2026 revenue and $50 billion in capital expenditures.
27 April 2026
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Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone Just Put $16 Billion Behind Oracle’s AI Buildout. The Hard Part Comes Next

Blackstone and Related Digital secured financing for a $16 billion Oracle AI data center campus in Saline Township, Michigan. The package includes equity from Related Digital and Blackstone, plus long-term debt anchored by PIMCO-managed funds. The project faces local and regulatory pushback over electricity, water use, and transparency. The campus will feature three data center buildings with over one gigawatt of capacity.
26 April 2026
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Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America’s $16 Billion Oracle AI Data Center Deal Puts Wall Street’s AI Bet Under a Harsh Light

Bank of America acted as structuring agent and financial advisor on a $16 billion financing for an Oracle-linked data center in Saline Township, Michigan. The bank sold $14 billion in bonds for the project, with Blackstone contributing $2 billion in equity. PIMCO bought about $10 billion of the bonds. Local opposition over power use and environmental impact continues.
26 April 2026
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Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Microsoft vs Oracle vs Google Stock: Price Forecasts Reveal a Split in the AI Cloud Race

Microsoft, Alphabet, and Oracle shares closed at $424.62, $344.40, and $173.28, respectively, ahead of earnings reports expected Wednesday. Analysts see a bigger earnings test for Microsoft, more upside potential for Oracle, and less room for Alphabet after its recent gains. Investors are watching capital spending on AI and cloud infrastructure. Options pricing suggests a possible 6% move for Microsoft and 5% for Alphabet after results.
26 April 2026
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Microsoft vs Oracle Stock: Why MSFT and ORCL Are Getting a Second Look in 2026

Microsoft vs Oracle Stock: Why MSFT and ORCL Are Getting a Second Look in 2026

Microsoft rose $6.46 to $417.68 and Oracle gained $7.04 to $176.85 by late morning Thursday in New York, as investors responded to strong AI demand and Oracle’s new data center power deals. Oracle said its future contracted revenue jumped 325% to $553 billion. Microsoft is set to report fiscal third-quarter results April 29 after spending over $200 billion on AI since 2024.
16 April 2026
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Oracle Stock Jumps Again After Bloom Energy Deal and AI Push—but Risks Still Linger

Oracle Stock Jumps Again After Bloom Energy Deal and AI Push—but Risks Still Linger

Oracle shares jumped 5.3% to $171.68 Wednesday morning, extending a rally after the company unveiled new AI features and expanded its fuel-cell partnership with Bloom Energy. Oracle agreed to procure up to 2.8 gigawatts of Bloom’s fuel-cell systems for data centers, with 1.2 GW already contracted. The stock had climbed 12.7% Monday and 4.7% Tuesday.
15 April 2026
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Oracle Stock’s AI Bet Faces Fresh Test as Dividend Fears Clash With New Bull Call

Oracle Stock’s AI Bet Faces Fresh Test as Dividend Fears Clash With New Bull Call

Oracle shares fell 0.9% to $138.40 Monday, now down nearly 60% from September highs, as investors weighed heavy AI infrastructure spending against negative free cash flow. Oracle reported a 22% revenue jump to $17.2 billion and a 325% surge in future contracted revenue, but free cash flow stood at negative $24.7 billion. The board maintained its 50-cent dividend amid debate over sustainability.
30 March 2026
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Stock Market Today

  • Indian Shares to Open Flat Amid Rising Middle East Tensions
    June 9, 2026, 10:47 PM EDT. Indian shares are poised for a flat opening, with Nifty 50 futures near Tuesday's close as renewed U.S.-Iran hostilities heighten global market uncertainty. The Nifty and Sensex previously gained 0.5%, bolstered by RBI's forex swap facility and a temporary pause in Middle East conflicts. Tensions escalated after U.S. strikes following Iran's downing of a U.S. helicopter. Asian markets fell 1.3%, while Brent crude oil prices rose 0.7%, posing inflation and growth risks to India's economy. Foreign portfolio investor outflows hit a record $30.04 billion in 2026 amid these pressures. Key sectors in focus include IT, with easing H-1B visa issues and ex-dividend adjustments in firms like Infosys. Notable corporate updates include Patanjali Foods facing regulatory notices and strategic moves by Bharti Airtel and Dixon Technologies.

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Nasdaq Sees More Moves After Hours Following U.S. Strike on Iran

Nasdaq Sees More Moves After Hours Following U.S. Strike on Iran

10 June 2026
U.S. stock futures fell after hours and oil rose as U.S. strikes on Iran fueled risk-off sentiment, deepening losses in tech shares and raising investor caution ahead of Wednesday’s key inflation report, with fears of Fed rate hikes and volatility from the upcoming SpaceX IPO adding pressure.
Keel Slides After $458 Million AI Data-Center Debt Deal Launch

Keel Slides After $458 Million AI Data-Center Debt Deal Launch

10 June 2026
Keel Infrastructure shares plunged 4.24% to $5.42 after closing a $458 million convertible debt sale, reviving investor fears of future dilution even as the company boosts funding for AI-focused data-center projects; shares slipped further to $5.32 after hours on more than double average volume, reflecting concerns over execution risks and the impact of new financing.
Super Micro sinks after $7B AI server plan; dilution a risk

Super Micro sinks after $7B AI server plan; dilution a risk

10 June 2026
Super Micro Computer plans to raise $7 billion through equity and equity-linked financing to fund soaring AI server orders, sending shares down about 9% in after-hours trading as investors focused on dilution risk; the company reported $39 billion in recent AI server orders, but noted these are not firm commitments and cited ongoing legal and regulatory risks.
American Airlines Stock Rises on Google Fuel Deal, Market Watches for Fuel Shock

American Airlines Stock Rises on Google Fuel Deal, Market Watches for Fuel Shock

10 June 2026
American Airlines surged to $14.09, up 48.5 cents, after announcing a three-year sustainable aviation fuel deal with Google covering 35 million gallons, as investors focused on surging fuel costs that jumped 78% in April to $6.5 billion; the stock rose in line with airline peers amid a drop in crude prices, while American’s 2026 outlook remains pressured by higher fuel expenses and a narrowed profit forecast.
Nokia Drops 7% After Nvidia 6G Chatter Hits AI Stocks

Nokia Drops 7% After Nvidia 6G Chatter Hits AI Stocks

10 June 2026
Nokia shares plunged 6.99% to 11.970 euros in Helsinki after reports of Nvidia’s push into future mobile-network tech raised fears over Nokia’s AI-driven growth story, with investors questioning whether Nokia can maintain its edge as competition intensifies and its forward P/E more than doubles this year.
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