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The Latest Breaking News from Brad Sills

Oracle's Exceptional Backlog Confirms Its Role As Key AI Enabler: Analyst

Oracle (NYSE:ORCL) shares jumped after the company reported first-quarter results, driven by stronger-than-expected growth in its cloud and AI infrastructure business and a record backlog of multi-billion-dollar contracts, highlighting its expanding role in the rapidly growing AI market.

Benzinga

Oracle Stock Soars On 'Staggering' AI Cloud Demand. Why Analysts See Further Upside.

Oracle stock is on pace for its best day this century as analysts heap praise on the 48-year-old tech firm's fiscal Q1 report.

Investors Business Daily

Salesforce Delivers Uninspiring Quarter But Signals AI Driven Upside Ahead, Says Analyst

Salesforce Inc. (NYSE:CRM) shares fell Thursday after the company delivered stronger-than-expected fiscal second-quarter results but issued revenue and earnings guidance for the third quarter that came in below Wall Street forecasts.

Benzinga

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Stocks Edge Higher With Nvidia, Fed in Focus: Stock Market Today

The AI bellwether reports earnings after today's close, while Wall Street is keeping a cautious eye on President Trump's attacks against the Fed.

Kiplinger

Workday Wins, But Wall Street Worries: Strong Q2 Results Can't Stop Stock Slip

Shares of Workday Inc (NASDAQ:WDAY) dipped on Friday, trading at around $219.30 — down 3.64% — at last check Friday despite a strong fiscal second-quarter report.

Benzinga

What's Going On With Microsoft Stock Wednesday?

Microsoft (NASDAQ:MSFT) stock is trending on Wednesday, backed by a strong year-to-date performance that saw its shares climb over 20%, significantly outperforming the NASDAQ Composite Index’s over 8% returns.

Benzinga

Oracle Cloud Layoffs Mirror Big Tech's Cost Controls As AI Bills Climb

Oracle (NYSE:ORCL) stock dropped on Wednesday amid reports indicating the company has begun cutting jobs in its cloud unit as it works to rein in costs amid heavy AI infrastructure spending.

Benzinga

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Oracle Gains Wall Street Attention As Microsoft, Meta Fuel AI Infrastructure Boom

As artificial intelligence continues to reshape the tech landscape, major companies are ramping up investments to capitalize on this transformative trend.

Benzinga

Oracle Stock Get Price Target Hike. Microsoft And Meta Driving 'Positive AI Infrastructure Sentiment'

Oracle stock got a price target hike from an analyst who cited momentum for AI infrastructure spending and AI stocks.

Investors Business Daily

Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4

Microsoft Corporation (NASDAQ:MSFT) analysts weigh in on the company's strong cloud growth shown in the company's fourth-quarter financial results.

Benzinga

Microsoft Stock Hovers In Record-High Territory Before Earnings Report

Wall Street analysts are becoming increasingly bullish on Microsoft stock ahead of the software giant's June-quarter earnings report.

Investors Business Daily

These Two Magnificent 7 Stocks Are About To Hit Overdrive — And Wall Street's Getting Excited

Bank of America analysts are ramping up expectations for Alphabet Inc. (NASDAQ:GOOGL) and Microsoft Corp. (NASDAQ:MSFT), forecasting above-consensus earnings on strong artificial intelligence tailwinds, ad recovery and robust enterprise software demand heading into quarterly results later this month.

Benzinga

Salesforce's AI Moves Could Skyrocket Service Cloud Revenue

As the tech industry increasingly pivots towards artificial intelligence, Salesforce (NYSE:CRM) is positioning itself at the forefront of this shift with its AI-powered Service Cloud. This strategic move not only highlights the growing importance of AI in driving business growth but also reshapes investor perceptions of Salesforce’s long-term potential.

Benzinga

Salesforce Underperforms Market As Growth Concerns Plague CRM Giant

Salesforce (NYSE:CRM) stock has significantly underperformed the broader tech market this year, plummeting nearly 22% while the SP 500 Information Technology Sector Index has gained 9%.

Benzinga

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Barchart

CoreWeave Stock Is Too ‘Expensive’ According to Analysts. Should You Sell CRWV Now?

CoreWeave’s breakout debut this year has dazzled investors, but with valuation concerns now in play, should investors sell this AI stock now?

Investors Business Daily

ServiceNow Discloses Artificial Intelligence Financial Target For 2026

The rise of "agentic" AI has yet to boost ServiceNow stock or most software makers as monetization ramps slowly. ServiceNow disclosed a new AI financial target Monday.

Investors Business Daily

Macroeconomic Uncertainty Pressuring Microsoft, Software Stocks

A Wall Street firm cut its price targets on Microsoft and 50 other software stocks on Tuesday, citing a weakening macroeconomic outlook.

Fortune

DeepSeek is great news for Microsoft and software stocks

DeepSeek’s success initially rattled investors’ assumptions about the AI spending wave that has swept through Silicon Valley in recent years.

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Investors Business Daily

Microsoft Earnings Report Will Key On Azure Growth, AI Adoption

Wall Street is expecting Microsoft's sales and earnings growth to slow when it reports December-quarter results late Wednesday.

Benzinga

What Analysts Are Saying About Oracle Stock

Oracle (NYSE:ORCL) has been analyzed by 31 analysts in the last three months, revealing a diverse range of perspectives from bullish to bearish.

Benzinga

Salesforce Analysts Raise Forecasts After Q3 Earnings: 'Leading The Way In Agentic AI Cycle'

S&P 500 company Salesforce reports Q3 results with a revenue beat and AI driving transformative growth. Analysts remain bullish.

Investors Business Daily

Bank Of America Hikes Price Target On ServiceNow Stock With Earnings Due Next Week

Bank of America hiked its price target on ServiceNow stock ahead of the software maker's third quarter earnings report due Oct. 23.

Investors Business Daily

BofA Upgrades Shopify On Margin Outlook Under New CFO

Shopify stock popped on an upgrade to buy from BofA on views its profitability has inflected under a new chief financial officer.

Investors Business Daily

Oracle's Cloud, AI Momentum Is Winning Over Wall Street

Oracle stock won a pair of upgrades following a strong earnings report on Monday. The company's cloud push is gaining steam.

Kiplinger

Stock Market Today: Dow Jumps 520 Points After Salesforce Earnings

The enterprise network software firm reported impressive Q3 results, sending the blue chip stock soaring.

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