Oracle Corporation ORCL

Tencent has reportedly signed a $7 billion, five-year cloud deal with Oracle.

Investing.com-- Tencent signed a $7 billion lease deal with Oracle to gain access to about 100,000 advanced artificial intelligence chips, as the Chinese internet giant races to catch up in the AI race, the Financial Times reported on Thursday.

HPE stock has surged 165% in 2026 amid merger synergies with Juniper as well as AI data center opportunities involving AMD and Oracle.

The judge's approval allows tech scion David Ellison to finalize his company's $111-billion takeover of Warner Bros. Discovery.

Hewlett Packard Enterprise (HPE) secured a $1.2 billion deal with Vultr to deploy AMD's (AMD) Helios rack system across AI data centers. HPE CFO Marie Myers comes on Market Domination to speak more on this deal and the company's decision to raise its long-term revenue forecasts.

In late September 2026, Oracle unveiled Fusion Claw, a governed agentic execution runtime that powers 25 new AI-driven enterprise applications and new financial-crime compliance tools designed to automate complex workflows while preserving tight governance and auditability. The launch highlights Oracle’s push to blend AI reasoning with deterministic enterprise computation, aiming to make “systems of outcomes” a core layer of its business software rather than just adding AI features at the...

Microsoft (MSFT) shares returned 37% over the past three months, against 2.6% for the S&P 500. Even so, Microsoft's P/E, the price divided by a year of profit, is 28.3. That is below 31.8, the stock's average at the last twelve quarter-ends, leaving out readings above 100. A run that big makes buyers wary, but the shares cost less per dollar of profit than usual. So how much upside is left in Microsoft stock at today's price.

Adobe (ADBE) stock now trades about 58% below its two-year high, set in December 2024. Free cash flow is the cash left after running costs and spending on equipment. At that price, Adobe's yearly free cash flow equals 11.5% of its market value. The median S&P 500 company's free cash flow equals 4.5% of its market value. A double-digit yield typically signals either a bargain or a business facing structural headwinds. For Adobe, the discount reflects a specific market worry: that prioritizing fre

Oracle Corp. (NYSE:ORCL) shares fell 1.

Investing.com -- Oracle Corp. shares slipped Wednesday after a new report warned that the software giant’s massive artificial-intelligence data-center project in Wisconsin faces severe delays due to a gridlocked power connection.

Michael Burry just swapped unlimited-horizon short positions for expiring put contracts on Micron, accepting a hard deadline to be right before a stock up 550% in a year reports earnings in hours.

According to TheFly, BofA lifted its NetApp price target after attending INSIGHT 2026, assigning a higher valuation multiple to the additional addressable market it sees emerging from artificial intelligence.

Jefferies Raises Bloom Energy Price Target to $264 as Shares Surge

Morgan Stanley sees substantial upside in Oracle shares but wants more evidence that its massive AI infrastructure spending can deliver stronger margins.

VANCOUVER, British Columbia, September 30, 2026--Aterio, a provider of forward-looking data on U.S. infrastructure development, today published an analysis of Project Lighthouse, the Port Washington, Wisconsin campus Vantage Data Centers is building for Oracle (NYSE: ORCL). Based on regulatory filings reviewed through September 24, 2026, Aterio sees a material risk the site misses Oracle’s second-half 2027 delivery guidance, with meaningful load unlikely before mid-2028. Vantage has said it expe