4+ hour, 53+ min ago  (663+ words) Satya Nadella has become deeply hands-on with the company's AI push,actively engaging with top engineers and closely reviewing product performance. He now runs intensive weekly meetings, issues direct product mandates, and has shifted focus away from other executive duties…...

2+ day, 3+ hour ago  (779+ words) Oracle Corporation (ORCL) has been a headline stock in 2025, trading in a wide range as investors grapple with its ambitious pivot to cloud and'artificial intelligence (AI)'infrastructure. In spite of significant volatility and mixed earnings results, the tech giant's shares…...

4+ day, 23+ min ago  (389+ words) Meanwhile, Amazon has already invested at least $8 billion in OpenAI rival Anthropic and appears eager to deepen its exposure to generative AI. This move could redefine Amazon's competitive posture in the cloud wars, supercharge demand for its custom AI infrastructure,…...

2+ week, 3+ hour ago  (473+ words) In a year filled with strange and wild stock action, I'll nominate Oracle's (ORCL) as among the very weirdest." I wrote about ORCL"back on Sept. 12, following the stock's giant move of more than 35% in a single trading day. For…...

2+ week, 1+ day ago  (361+ words) Commenting on the deal, CEO Arvind Krishna said, "With the acquisition of Confluent, IBM will provide the smart data platform for enterprise IT, purpose-built for AI." The market reacted positively to the news as shares of both IBM and Confluent…...

2+ week, 2+ day ago  (341+ words) Confluent (CFLT) shares closed nearly 30% higher on Monday morning after International Business Machines (IBM) said it's buying the California-based data streaming platform for $11 billion in cash." IBM's proposal values each CFLT share at a huge premium of $31. According to its…...

2+ week, 3+ day ago  (545+ words) Valued at a market cap of $620 billion, Oracle (ORCL) stock is up 259% in the past five years. Despite its outsized gains, ORCL stock is down 37% from all-time highs, allowing you to buy the dip. The next driver of ORCL stock…...

2+ week, 6+ day ago  (594+ words) Concerns over the company's'debt-fueled growth helped to spark a pullback in ORCL from its highs, even earning a special call-out from notorious'permabear Michael Burry in his critique of the AI bubble. Barchart's own Senior Market Strategist John Rowland, CMT, flagged…...

3+ week, 2+ hour ago  (352+ words) Microsoft (MSFT) stock is inching up on Thursday morning after the tech giant denied recent reports that it has lowered sales quotas for its artificial intelligence (AI) offerings." The Information had claimed earlier this week that MSFT's customers were showing…...

3+ week, 2+ day ago  (278+ words) CoreWeave (CRWV) is once again in focus, as Wedbush's Dan Ives reinstated this AI cloud service provider as a member of the IVES AI 30 list, citing that this player will begin the new year as one of the top picks…...