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The Four Fronts of the AI Race

FN Media Group Presents Oilprice.com Market CommentaryNEW YORK, July 10, 2026 /CNW/ -- Every great economic era has been defined by a fight over a single resource. In the 19th century, it was coal, and the British Empire was built on top of it. In the 20th century, it was oil, and the modern Middle…

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Palantir Leads Software Stocks Lower

Palantir Technologies NASDAQ:PLTR led a slide in enterprise software stocks Wednesday as the broader market weakened after the U.S.-Iran truce broke down.Palantir fell 4%, reversing part of its late-June momentum tied to a Nvidia NASDAQ:NVDA deal to run AI and Nemotron models in sovereign environme…

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Oracle Cloud Revenue Could Beat Fiscal 2027 Estimates

Oracle (ORCL, Financials), a business software and cloud computing company known for its database technology and enterprise systems, could see stronger-than-expected cloud revenue in fiscal 2027, according to Piper Sandler.The firm believes Oracle's heavy spending on cloud infrastructure could star…

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Weekly Recap: $638B backlog buildout needs and 7th straight stock decline

Oracle Corporation (NYSE:ORCL) is riding heavy cloud and AI demand—with $638B in remaining performance obligations and new AI tools across supply chain and HCM—while shares slump after a seventh straight decline, even as analysts tout ORCL as a top AI pick.Previous Week Recap This is an…

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