News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
Showing headlines before Oct 31, 10:54 ET. Back to the newest
- S&P 500 Index Rally Hits a Wall Amid AI Jitters as Key Valuation Metric Dips
The S&P 500 Index rally has hit a major wall as the AI jitters continue and as the forward price-to-earnings ratio falls.
- ORCL Stock Has a Solid Base to Build on After Q1, Especially as Oracle Announces Key AI Partnerships
The deals were with various players in the AI supply chain.
- Your stock portfolio increasingly hinges on the bond market — and the midterm elections
Tech stocks in late October caught the cold that for months has been a drag on the corporate bond market.
- Big Tech’s Capex Needs “a Trillion Dollars of Revenue” by 2028. Barclays Sees About $400 Billion
Key TakeawaysBarclays’ Alex Altmann says AI needs about $1 trillion of revenue by the end of 2028 to pay for its capex, and Barclays expects AI’s revenue run rate to be about $400 billion by then. Until that $600 billion gap closes, free cash flow at Amazon, Alphabet and Meta sta…
- Oracle Surges 10% on Ambitious New Targets: 3 Questions to Answer Before Dumping ORCL Stock
Oracle shares have fallen 26% this year, but ambitious growth forecasts give long-term investors reasons to stay patient.
- Exclusive: Investors Are Watching AI Revenue Growth Against CapEx as Companies Face Pressure to Prove Returns, Wall Street Veteran Says: ‘The Bar Rises With the Size of the Spend'
Wall Street veteran Steve Neamtz says AI capex winners will be identified by measurable returns and revenue growth as spending rises.
- Oracle's massive expansion plans face a daunting reality
Oracle laid out how it will fund its AI buildout.
- Consumer Tech (Oct 26-30): Meta Donation Sparks Backlash, Nvidia Deal Draws DOJ Scrutiny, Chipmakers Report Earnings
Meta faces political backlash, Nvidia draws DOJ scrutiny, and tech giants report mixed earnings as AI demand, telecom battles and major corporate deals dominate headlines.
- Cloudflare, Fastly, Oracle, JFrog, and Okta shares plummet, what you need to know
A number of stocks fell in the afternoon session after underwhelming earnings reports from tech giants Amazon and Intel (after mediocre earnings reports from Alphabet and ServiceNow the previous day) sparked widespread investor anxiety regarding aggressive artificial intelligence…
- Microsoft: Cash Is King - Rich AI SaaS/Cloud Monetization Prospects
Read here for an analysis of Microsoft (MSFT) stock's AI growth outlook, Azure momentum, valuation upside, and buy range amid correction risks.
- CoreWeave And 2 Other Top Growth Stocks With Insider Buying
When central banks signal that interest rates may need to rise further, as recent comments from Federal Reserve officials suggest, investors often reassess where real growth is coming from. Companies that are already expanding quickly and where insiders hold meaningful stakes can…
- Oracle Corporation (ORCL) Analyst/Investor Day Transcript
Oracle Corporation (ORCL) Analyst/Investor Day October 28, 2026 11:55 AM EDTCompany ParticipantsKen Bond - Senior Vice President of Investor RelationsMike...
- What WEC Energy Group (WEC) Said on Its Q3 Earnings Call
WEC Energy Group (NYSE:WEC) reported third-quarter 2026 earnings of $1.18 per diluted share, up from $0.83 per share a year earlier, as warmer-than-normal weather, capital-plan execution and operating efficiency supported results. Chairman, President and Chief Executive Officer S…
- Meta's $145 Billion AI Spending Plan Raises Credit Concerns as S&P Global Turns Outlook Negative: ‘Less Certain That It Will Curtail Its Spending’
S&P Global cuts Meta’s credit outlook to negative as rising AI spending and cash flow pressures raise concerns over leverage.
- IBM vs. ServiceNow: Which Technology Stock Is a Better Buy in 2026?
IBM trades at 18.9x forward earnings while ServiceNow commands 36.3x, but growth rates and risk profiles tell a different story for 2026 investors.
- Lightning Round: Archer Aviation isn't a bad buy here, says Jim Cramer
'Mad Money' host Jim Cramer weighs in on stocks including: JFrog, Archer Aviation, Forgent Power Solutions, Oracle, and Tractor Supply Company.
- Big Tech Holds $3 Trillion in Spending Commitments for AI Boom
The five largest players in the data center race have committed more than $3 trillion in spending over the coming years, pointing to massive ongoing investment in AI infrastructure.
- Top 3 Founder Led Stocks With Revenue Growth Over 17% To Watch
When the world’s largest crypto exchange can be hit by a multi billion dollar hack and still promise to plug the hole, one thing jumps out: investors are relying heavily on leadership they trust. That is the opening for backing founders who built their businesses and still steer …
- Jim Cramer: Why investors are punishing Alphabet and giving Microsoft a pass
Microsoft is faring better because of its financial spending, Jim Cramer said Thursday, a day after earnings.
- We’re downgrading Alphabet after its rough quarter. Here’s where we’d buy again
Every weekday, the Investing Club releases the Homestretch, an actionable afternoon update just in time for the last hour of trading.