Oracle stock was falling as the market digests its cloud-computing surge. Its future success depends on OpenAI.
Barron's Take
The shares have lost some of their mojo. CEO Ryan Cohen has a plan to get it back.
Oracle began building up its cloud-computing business to compete with Amazon and Microsoft a decade ago. AI has supercharged its growth.
QuantumScape and Volkswagen gave a live demo Monday that made investors happy.
The company looks more like an ETF than an operating company with ample recurring revenue.
The president is promising that his policies will make the labor market strong again. But there are other measures that he isn’t factoring in.
Alphabet likely won’t be split up in any meaningful way. Investors are relieved, but they might have done better with a full dismantling of the tech giant.
Looking both at historical data and the shares’ recent moves helps make the case.
Technical signals indicate that the sector could be headed toward a slowdown this month.
Long-term investors should start think about buying into dips.
CoreWeave stock has dropped back, putting its deal for Core Scientific at risk. A renegotiation seems likely.
The top two sports betting companies should score as the NFL returns. But their valuations are looking a bit frothy.
It still isn’t clear how artificial intelligence will translate into profits for the world beyond tech.
The president said he was firing Fed. governor Lisa Cook, but she disputes that he has the legal right to do so.
The Mag seven and other Wall Street darlings have pulled back. But Wall Street considers it a healthy reset, not a sign of impending doom.
A pullback isn’t the same as a bubble popping—especially with the huge wave of money still set to flow into AI infrastructure.
Moves in bond markets in the euro zone are a sign that Fed rate cuts wouldn’t necessarily bring down 10-year yields.
Shares have surged this year and a new piece of hardware could keep the momentum going.
A hot August market could cool rather quickly as headwinds stiffen.
Several housing stocks look ready for a solid run higher.
Talk of a potential deal brings to mind the government’s effort to rescue AIG during the 2008-2009 financial crisis.
The S&P 500 and Nasdaq Composite set fresh records again, and artificial-intelligence bulls have the floor.
Wholesale inflation picked up more than expected last month, indicating that mounting pressure on input costs will likely translate into higher consumer prices before long.