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Oracle's $638 Billion AI Backlog Raises Questions Over Funding and Execution

Management says the data‑center buildout will deepen free cash‑flow losses and force large new debt and equity raises.

Credo Completes DustPhotonics Deal and Tops Quarter, Prompting Analyst Upgrades

Small Caps Gain Attention as Vanguard’s VB Looks Like an Overlooked Opportunity

Suniva to Go Public Through Reverse Merger With SUNation Energy

Palo Alto Beats Q3 Estimates and Lifts Outlook as AI Identity Tools Gain Traction

CoreWeave Validates NVIDIA Vera Rubin NVL72 as First AI Cloud Provider

NIO Delivers 37,705 Vehicles in May, Shares Rally as Tesla Slips in China

Rocket Lab Shares Fall After Blue Origin Test Explosion Triggers Sectorwide Pullback

Wealthy Family Offices Move to Reduce U.S. Dollar Exposure

Barclays Lifts SanDisk Target to $2,300 After Company Discloses $42 Billion Contract Floor

Digital Turbine Posts Q4 Beat and Raises FY27 Outlook as Stock Surges

Tether Files Multiple Trademarks in South Korea

Wall Street Reprices Alphabet After I/O, Citing AI User Gains and Cloud Backlog

Roblox Authorizes $3 Billion Buyback, Shares Rise After Hours

Costco Stock Sets 52-Week High on Dividend Hike and Analyst Upgrades Ahead of Earnings

Longleaf Partners’ Q1 Letter Reports 4.46% Decline and Highlights Value Catalysts Across Top Holdings

Celsius Rebounds From 52-Week Low as Margin Squeeze Drives Volatility

Vertiv Deepens AI Data‑Center Push With Liquid‑Cooling Deal and Big‑Build Roles

RWE and Eon Warn of Higher German Energy Bills as Gulf Disruption Lingers

Banamex Taps René Pimentel to Lead New Corporate and Investment Banking Unit