Situational Awareness, the $20 billion hedge fund founded by former OpenAI employee Leopold Aschenbrenner, has reportedly sought to raise fresh capital from investors after suffering heavy losses during the recent rout in AI stocks.The development comes close on the heels of reports saying that the…
Oracle Corporation (NYSE:ORCL) posted strong Q revenue and EPS growth, a $638B+ backlog and a major DoD IDIQ worth up to $6.99B, while facing $7B collateral for a high‑power Port Washington data center and planning >$40B in new funding as CLSA eyes a $145 target.Previous Week RecapThis is an AI-gen…
U.S. stock futures surged early Monday after reports that the United States and Iran agreed to pause military strikes over the weekend triggered a sharp selloff in crude oil prices.Wall Street gears up for one of the busiest weeks this year, with nearly one-third of S&P 500 companies scheduled to r…
U.S. stock futures moved higher in overnight trading on Sunday after the United States and Iran paused military strikes over the weekend, sending oil prices sharply lower. Investors also turned their attention to a busy week ahead, with earnings from four “Magnificent Seven” companies and the Feder…
Oracle Corp.’s stock rose 1.4% in overnight trading late Sunday and was the most-discussed ticker among retail traders on Stocktwits after a report said Nvidia was in talks to backstop a major OpenAI data center project.OpenAI is one of Oracle’s largest new customers, making the potential developme…
Oracle shares rose nearly 3% in premarket on Friday, bucking a broader market selloff, after the cloud and software giant announced a major contract win from the U.S. government.The move came as a relief for the stock, which has fallen remarkably due to a mix of Oracle-specific concerns and market…
U.S. stock futures are mixed early Friday, while retail sentiment on major index ETFs (SPY, QQQ) has plunged to ‘extremely bearish’ on Stocktwits following a sharp escalation of tensions in the Middle East. Iran reportedly rejected a U.S. ceasefire proposal mediated by Iraq, even as U.S. President…
Shares of Oracle Corp. (ORCL) gained nearly 4% on Tuesday after Mizuho reiterated its bullish stance on the company, saying the stock is trading at a deep discount despite strong fundamentals and could more than double from current levels.At the time of writing in afternoon trading, Oracle had pare…
As AI-driven data center spending continues to dominate market conversations, retail investors are increasingly looking for the next big winner.Stocktwits recently asked traders which of four popular AI infrastructure plays - Oracle (ORCL), IREN, Bloom Energy (BE), and Hut 8 (HUT) - offers the most…
After weeks of heavy selling in artificial intelligence and semiconductor stocks, UBS believes the sharp momentum unwind could be approaching its final stages, potentially opening the door for investors to gradually rebuild positions in the sector.The bank's trading desk said hedge funds have alrea…
Paramount Skydance Corp. (PSKY), Oracle Corp. (ORCL) and Tilray Brands (TLRY) each touched new 52-week lows on Monday as investors weighed merger uncertainty, artificial intelligence spending concerns and ongoing profitability challenges across three different sectors.Paramount Skydance and Oracle…
Oracle (ORCL) and Bloom Energy (BE) shares plummeted in morning trade on Monday after analysts warned that a fresh setback for Oracle's Project Jupiter data center could delay one of Bloom Energy's largest growth projects.BE’s stock dropped more than 7%, while ORCL’s shares fell 3.5%, trading at th…
CLSA placed a Hold rating on corporate software and cloud computing company Oracle (ORCL, Financials) for concerns about the cost of funding its ambitious artificial intelligence expansion.CLSA analyst Bhavtosh Vajpayee predicts Oracle would need up to $500 billion financing by 2030 to fulfill its…
Shares of Netflix Inc. (NFLX), Oracle Corp. (ORCL) and SpaceX (SPCX) fell to annual lows last week amid concerns around future growth, mounting debt, and a post-IPO profit-taking scenario.NFLX stock fell more than 7% at close on Friday as investors continued to react negatively to the company’s lat…
Oracle NYSE:ORCL is facing a fresh setback in New Mexico after state regulators rejected a natural gas pipeline that would help power its planned Project Jupiter data center.The 17-mile pipeline, proposed by Energy Transfer, was designed to move as much as 400 million cubic feet of gas per day to t…
Oracle (ORCL, Financials), a U.S. software and cloud computing company, is facing another setback in New Mexico after state regulators rejected a permit for a natural gas pipeline linked to a planned data center.The pipeline was expected to supply fuel for power systems serving the site. According…
Oracle stock is surprisingly cheap – at least that’s the word in the retail community on Stocktwits. As the once high-flying cloud stock has tumbled over the past month on concerns over its debt load and business fundamentals, calls to buy the dip have grown louder.Oracle presents a compelling mix…
ORCL hit a 52‑week low near $123.66 after heavy OCI spending raised capex, drove negative free cash flow, and prompted an S&P downgrade to BBB- amid leverage concernsCommentator wa
IBM (IBM), Oracle (ORCL), and NuScale Power (SMR) stocks dropped to fresh 52-week lows on Thursday amid fresh worries over whether the heavy AI-related investments would deliver sufficient financial returns, highlighting a broader shift in market sentiment, with investors placing greater emphasis o…
What Happened? A number of stocks jumped in the afternoon session after a soft Producer Price Index (PPI) print reassured investors, countering fears of an industry-wide budget squeeze sparked by IBM a day earlier.June wholesale inflation fell 0.3% against expectations for a flat reading, layering…
