Oracle Corp
CNBC Daily Open: Alphabet capex plans spook investors, while AMD has a brutal day in markets
Signage outside the Google headquarters in Mountain View, California, US, on Tuesday, Feb. 3, 2026. David Paul Morris | Bloomberg | Getty Images Alphabet’s fourth-quarter earnings and revenue beat Wall Street expectations. Its cloud unit dazzled, notching a nearly 48% increase in revenue from a year earlier. The tech giant expects capital expenditure for 2026 […]
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Jim Cramer says the tech sell-off proves why this old investing rule still matters
The action on Wall Street this week is a reminder of the importance of portfolio diversification, CNBC’s Jim Cramer said Wednesday, as tech-only portfolios have been getting beaten down during the bout of volatility. “Tech’s a good part of the market, it’s just that many of these stocks suddenly aren’t worth as much as we […]
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Hedge funds made $24 billion shorting software stocks so far in 2026 — And they are increasing the bet
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., Jan. 28, 2026. Brendan Mcdermid | Reuters Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on Wall […]
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AMD is down 9% after reporting earnings. Here’s why
Chipmaker Advanced Micro Devices (AMD) dropped 9% in early market premarket trading on Wednesday after its first-quarter forecast fell short of some analyst expectations. AMD reported revenue of $10.27 billion for the fourth quarter that topped LSEG consensus estimates of $9.67 billion on Tuesday. The company said it expects $9.8 billion in revenue for the […]
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AMD beats on revenue, earnings as overall sales rise 34% driven by AI
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during a Bloomberg Television interview in San Francisco, California, US, on Monday, Oct. 6, 2025. David Paul Morris | Bloomberg | Getty Images Advanced Micro Devices reported fourth-quarter earnings on Tuesday that topped expectations and provided a stronger-than-expected forecast. The stock fell […]
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Oracle’s credit default swaps are plummeting as financing plan boosts investor confidence
Oracle’s 5-year credit default swaps tumbled 17% after the software vendor’s plan to raise $50 billion in debt and equity bolstered investor confidence that the company will be able to avoid a credit downgrade as it funds its artificial intelligence buildout. “Equity financing significantly inhibits the downside for credit,” Andrew Keches, a credit analyst at […]
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Stocks making the biggest moves midday: Disney, Robinhood, Palantir, IDEXX Laboratories & more
Check out the companies making headlines in midday trading. Palantir Technologies — Shares of the data analytics company were more than 2% higher ahead of the company’s earnings report, due out after the bell Monday. William Blair also upgraded the stock to an outperform rating , saying a recent pullback has made the shares attractive. […]
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Stocks making the biggest moves premarket: Oracle, Nvidia, rare earths, Strategy & more
Check out the companies making headlines before the bell. Oracle — The software giant traded more than 3% higher, reversing an earlier decline. Oracle on Sunday announced a plan to raise up to $50 billion to increase AI capacity for its customers. A TD Cowen analyst also predicted the firm would consider layoffs ease free […]
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