News und Analysen

Oracle (NYSE: ORCL) is becoming one of the market's most interesting AI infrastructure stories. Its exploding cloud infrastructure growth and massive backlog could create serious upside if

The Strait of Hormuz is a major artery in the global energy trade. The closure of this vital waterway is choking the supply of oil and natural gas. When supply is constrained in a commodity market

Oracle (NYSE: ORCL) stock tumbled a few days ago after a Wall Street Journal report claimed that its key partner, OpenAI, was missing internal targets, and that some of its management, including CFO

On April 30, 2026, River Road Asset Management, LLC disclosed a new position in Cal-Maine Foods (NASDAQ:CALM).

According to a Securities and Exchange Commission (SEC) filing dated April 30, 2026

Natalye Paquin, Director of Univest Financial Corporation (NASDAQ:UVSP), reported the sale of 13,000 shares of common stock in an open-market transaction on April 27, 2026, according to a SEC Form 4

Shares of Astera Labs (NASDAQ: ALAB) have rebounded sharply in April alongside the broader market rally, and the stock is now up 18% year to date, closing at $196 on April 27. Demand for the

The five largest AI hyperscalers -- Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), Amazon (NASDAQ: AMZN), Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), and Oracle -- reported about $414 billion

Shares in Oracle (NYSE: ORCL) declined by as much a 6.3% in early trading today. The move comes as the market stresses the latest updates from its partner, OpenAI. Oracle has a $300 billion cloud

Electricity demand has ticked higher thanks to new technologies such as artificial intelligence and the widespread adoption of electric vehicles. Add in a shift toward cleaner energy sources, and

According to its SEC filing dated April 24, 2026, Conestoga Capital Advisors, LLC reduced its position in CCC Intelligent Solutions (NASDAQ:CCC) by 7,290,405 shares during the first quarter. The

Nuclear power has been making headlines in April. From potentially putting nuclear reactors in outer space to Japan opening a new reactor to Eli Lilly potentially collaborating with Indiana on

Oracle (NYSE: ORCL) may look like old-school tech, but its aggressive AI push could be setting up a much bigger growth story than the market expects. The real question is whether investors are

Technology stocks have been on a roller coaster in 2026. The rise of artificial intelligence (AI) delivered big gains, but this year, Wall Street's "Great Rotation" away from the tech sector caused

The geopolitical conflict in the Middle East has led to high oil prices, which is hardly a surprise. However, the situation highlights the importance of power to the normal functioning of the world

Super Micro Computer (NASDAQ: SMCI) stock sank 7.6% through 10:30 a.m. after news broke this morning of a falling-out the company may be having with key customer Oracle (NYSE: ORCL).

According to

Oracle (NYSE: ORCL) stock sank 6% through 10:05 a.m. after news broke this morning of a falling-out the company may be having with key server supplier Super Micro Computer (NASDAQ: SMCI).

According

Investors are zeroing in on energy, and for good reason. Coming into this year, the surge in energy demand, particularly from data centers, shows no signs of slowing. Meanwhile, escalating

After the Fukushima disaster in 2011, many nuclear energy companies struggled for more than a decade as cautious countries paused their nuclear projects. But over the past few years, the nuclear

The stock market has been picking up steam recently on hopes that the war in Iran may soon come to an end. However, at the end of the first quarter, the S&P 500 was down 4.6%, and many stocks were

The current administration's determination to pursue a policy of energy dominance while engaging in conflicts that directly affect regions of the world competing with the U.S. for energy is creating

Oracle (NYSE: ORCL) has been on a wild ride. The stock hit an all-time high near $346 last September, then lost more than half its value, bottoming around $130 in early April. And while it's bounced

Bloom Energy (NYSE: BE) jumped nearly 20% in Tuesday's trading session. What's going on? On Monday, the company announced an expansion of its agreement to supply power to artificial intelligence

Shares of Bloom Energy (NYSE: BE) leaped on Tuesday after the fuel cell maker expanded its artificial intelligence (AI) infrastructure partnership with Oracle (NYSE: ORCL).

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Oracle (NYSE: ORCL) stock posted a big gain in Tuesday's trading. The software giant's share price closed out the daily session up 4.7%. The S&P 500 gained 1.1% in the session, and the Nasdaq

Oracle (NYSE:ORCL), which provides enterprise software and cloud computing services, closed Tuesday at $163.00, up 4.74%. The stock moved higher following yesterday’s announcement of a major data