Wells Fargo sees nearly 50% upside for Oracle as AI pessimism looks overdone
Wells Fargo believes that recent weakness tied to worries over the AI trade have left Oracle undervalued. The…
Data center deals hit record amid AI funding concerns grip investors
Global data centers dealmaking surged to hit another record high this year, driven by a rush to build…
SoftBank leads decline in Japanese tech stocks as worries over AI spending spill over to Asia
TOKYO, JAPAN – FEBRUARY 03: SoftBank Group CEO Masayoshi Son delivers a speech during an event titled “Transforming…
Cramer slams Amazon for considering a circular AI deal reminiscent of the dotcom bubble
Jim Cramer implores Amazon not to engage in “sham-like” circular AI deals that remind him of the kind…
Stock market today: Live updates
Traders work on the floor of the American Stock Exchange (AMEX) at the New York Stock Exchange (NYSE)…
AI infrastructure stocks are taking a beating
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S.,…
South Korea stocks lead losses in Asia for a second day as tech sell-off continues on Wall Street
Aerial view of Seoul downtown city skyline with vehicle on expressway and bridge cross over Han river in…
Debt worries continue to weigh on AI-related stocks
Traders work on the floor at the New York Stock Exchange in New York City, U.S., Dec. 15,…
Stocks stuck between AI anxiety, economic enthusiasm
(These are the market notes on today’s action by Mike Santoli, CNBC’s Senior Markets Commentator.) The market remains…
U.S. stocks hit records despite AI-led tech slide
A trader works on the floor at the New York Stock Exchange (NYSE) in New York City, U.S.,…
Don’t use Oracle and its challenges as a barometer for the many great AI stocks we own
The broader AI trade is back in the hot seat because of Oracle. It shouldn’t be. Oracle shares…
The Warner Bros. Discovery deal — a cliffhanger in the making?
A view of the water tower at Paramount Studios on Oct. 30, 2025 in Los Angeles, California. Mario…