For months, investors have asked how Oracle (ORCL) would pay for its AI build-out. On Wednesday the company put numbers on it, and the stock had its best day since May. Shares closed up about 11% at about $144 Wednesday, adding more than $40 billion in market value, as the company laid out new financial

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) faces a familiar earnings test tonight: can its AI push deliver enough growth to justify the spending? Shares traded at $530.37, down 0.18%, at 9:55 a.m. ET on October 28. The company’s earnings preview puts Azure and investment costs in focus, but investors also have new reporting

Applied Digital (NASDAQ: APLD) insiders have been buying the dip as the artificial intelligence (AI) stock continues to slide. The company’s CEO and president bought a combined $6.7 million worth of shares on Oct. 16. Despite the insider buying, Applied Digital is down by more than 30% over the past month. No doubt, sentiment around

Quick Read NRG Energy (NRG) turned a $1,000 investment made 10 years ago into $11,467, representing a 1,047% return, and that is despite a 39% drop in 2026. NRG missed EPS estimates in both Q1 and Q2 2026, reporting $1.49 versus expectations above $1.73, with Texas power prices averaging $33/MWh versus a $52 planning assumption.

Wingstop Soars 13% on Q3 Earnings Beat Even as CEO Says He’s “Not Satisfied” ©PeskyMonkey from Getty Images via Canva Key Takeaways Wingstop shares rose 13% after third-quarter adjusted EPS of $1.08 beat the $1.02 analysts expected, despite a revenue miss. The stock had already fallen so far that a modest beat and steady restaurant

Image from Pixabay For questions about this article or underlying research, email help@trefis.com. Investors pay 22.3 times earnings for Home Depot (HD) stock. That valuation is higher than for its closest rival, Lowe’s, or for Amazon, but lower than for Walmart or Costco. Among these five large retailers, Home Depot retains the highest share of

Quick Read Jim Reid found October 27 historically marks the S&P 500’s autumn low, and SPY gained 0.57% as small caps surged over 1%. RSP hedges megacap concentration risk. Microsoft alone holds nearly 5% of SPY, meaning one bad earnings report can erase seasonal gains. The S&P 500 has averaged +17% returns in the year

Quick Read QCOM trades at a forward P/E of 18 while two hyperscaler custom silicon deals are set to generate revenue as early as the December quarter. Broadcom’s AI semiconductor revenue hit $17 billion, up 221%, representing the exact market QCOM is now entering, yet it trades at a steep discount to both NVDA and

The stock market’s favorite season starts Monday. For decades, November through April has beaten the rest of the year by a mile. That’s the Halloween indicator, also called the “best six months” or “sell in May.” Buy stocks at the end of October, hold them through April, then step aside for the summer. Yale Hirsch

For a decade, Big Tech’s cash machines paid for every moonshot. Now Meta (META) is passing the hat, and the plan behind it began with a standoff between Mark Zuckerberg and his board. Meta is selling nearly $100 billion in stock to fund its AI build-out. Even Nvidia (NVDA) is chipping in $3 billion. The

Alphabet (GOOGL) stock trades below its 200-day moving average by the widest margin in 17 months, Barchart data show. AI spending fears pushed shares near $317 ahead of Wednesday’s third-quarter (Q3) earnings. Wall Street sees a different picture. Twelve of 13 analysts tracked by Visible Alpha rate GOOGL a buy. Their average $433 target sits

Anthropic’s (ANTH.PVT) long-awaited stock market debut could be just weeks away. The artificial intelligence startup publicly filed for its initial public offering on Monday, releasing its S-1 — the prospectus a company must file with the Securities and Exchange Commission before selling stock to the public. That started a countdown that could end in one

The largest stock market in Latin America was just routed.  Stocks in Brazil nearly experienced a technical crash on Monday, falling by almost 20% after the re-election of incumbent president Luiz Inacio Lula de Silva, better known as Lula.  Lula’s victory was stunning because he finished behind challenger Flavio Bolsonaro in a broader election earlier

Universal Display, through subsidiary Universal Vapor Jet Corporation, launched the NovaJet UVJP system, a solvent free printing platform developed in Singapore for precise thin film deposition across semiconductor, electronics and advanced manufacturing uses, and is showing it at the WESEMiBAY conference in Shenzhen. The same period brings a ten year OLED lighting milestone with Audi

Published On 28 Oct 202628 Oct 2026 Global stock markets have climbed as investors continue to bet on bright prospects for the tech giants driving the AI boom. In the United States, all three major stock indexes rose on Tuesday, led by the tech-heavy Nasdaq Composite, which gained 1.18 percent. Recommended Stories list of 4

Interest rates and bond yields are rising, making dividend stocks less enticing, since investors can earn high returns without having to buy income-producing stocks. But the good news is that this has led to many dividend stocks trading lower lately, pushing their yields higher in the process and potentially setting them up for big gains