Today: 10 July 2026
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NYSE:ORCL 25 March 2026 - 2 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 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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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.
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.
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

Stock futures in the U.S. slipped early Tuesday, with tech names seeing the heaviest selling. Higher oil prices and renewed jitters around the artificial intelligence rally put the brakes on Wall Street’s latest record streak. The Nasdaq 100 futures lost 0.7% recently; S&P 500 futures dropped 0.3%. Dow futures bucked the trend, pointing 0.3% higher. Futures contracts offer a look at where the indexes might open.
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

Wedbush Securities analyst Dan Ives stepped in to defend Oracle after its shares took another beating, initiating coverage with an outperform rating. Ives argued that investors have it wrong—he sees the company’s AI data-center investments as anchored by contracts, not just risky bets. Oracle last traded at $173.28 ahead of Monday’s New York session, off 1.7% from its previous close.
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 Inc. and Related Digital have locked down financing for the $16 billion Oracle data center campus planned for Saline Township, Michigan, bringing new private capital to one of the largest U.S. AI infrastructure builds. According to the companies, the financing structure pulls in equity from Related Digital and Blackstone-linked funds, with fixed-rate, long-term debt provided by funds and accounts overseen by PIMCO.
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 Corporation is leading the $16 billion financing package for a Michigan data center campus—an Oracle-backed project from Related Digital—handing the U.S. bank a major role as AI infrastructure spending accelerates. Related Digital, along with Blackstone, confirmed the deal for the Saline Township development. Bank of America steps in as both structuring agent and financial advisor.
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

Investors are zeroing in on Microsoft, Oracle, and Alphabet as the week kicks off, trying to figure out which AI cloud player warrants its hefty price tag now. Alphabet sits near all-time highs; Microsoft’s got the obvious earnings driver; Oracle, meanwhile, faces pointed questions on funding after securing new backing for that Michigan data-center campus tied to its AI bet.
26 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 dropped Monday, with Wall Street sizing up a new bullish call from Bernstein—which argues the company is flying under the AI radar—even as doubts about the pace of its data center expansion continue to dog cash flow and, by extension, the dividend. The stock slipped around 0.9% to $138.40 in late trading, lingering nearly 60% off its September high.
30 March 2026
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Stock Market Today

  • Rocket Lab drops as shares hit lows despite record Space Force launch, Morgan Stanley hike
    July 10, 2026, 12:06 PM EDT. Rocket Lab shares fell almost 3% to $80.24, sliding nearly 45% since peaking in May at $151, with insider selling and broader caution weighing on the stock. Still, the company pulled off a record-fast 16-hour launch for the U.S. Space Force's VICTUS HAZE mission, showing off new on-orbit inspection tech that could help on defense work. Morgan Stanley lifted its bull-case target to $293 on the back of Rocket Lab's $8 billion Iridium Communications deal, saying the contract shifts the company toward more platform and recurring revenue. The firm stuck with an Overweight and a $105 base case. Weak price action may present a long-term pick for some investors watching the space group.
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