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NYSE:ORCL 12 February 2026 - 28 April 2026

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.
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.
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.
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.
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.
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 and Oracle shares caught a bid Thursday, lifted by fresh evidence of strong AI demand and Oracle’s latest move to secure more power for its data centers—both factors helping ease concerns over how quickly heavy investment in chips and servers might translate into profits. By late morning in New York, Microsoft traded $6.46 higher at $417.68, while Oracle added $7.04 to reach $176.85.
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.
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