Oracle (ORCL) stock slid Tuesday following a report that the company has slim profit margins on AI cloud computing compared to the rest of its business. AI bullishness and cloud growth has been key to Oracle stock's rally over the past 12 months. Oracle collected roughly $900 million in revenue but only $125 million in gross profit from renting cloud-based servers with Nvidia (NVDA) chips to other businesses during its August-ended quarter, according to a report from The Information, which cited internal do ...

For two years, the enterprise story on artificial intelligence centered on testing whether chatbots, copilots and generative models could deliver measurable value. Now, the focus has shifted to execution. The week’s announcements from IBM, Oracle and Nvidia show that AI is becoming a foundation of the enterprise stack.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy ...

U.S. equity markets experienced a notable shift in sentiment on Tuesday, October 7, 2025, as the S&P 500 Index (.SPX.US) saw its impressive seven-day winning streak come to an end. While the Nasdaq Composite Index (.IXIC.US) initially touched new intraday highs, it, along with the Dow Jones Industrial Average (.DJI.US), ultimately pulled back in afternoon trading. The market's cautious tone was largely influenced by the ongoing U.S. government shutdown, which entered its second week, coupled with specific c ...

Exactly two months ago, I wrote an article here on Advanced Micro Devices (AMD), which began as follows: “Imagine saying this to yourself in your best sinister voice: ‘That’s a nice profit you have on that stock there. It would be a shame if something happened to it.’” Then, as always, I wasn’t attempting to predict the future. I was trying to hedge the risk of taking risks. More News from Barchart I’ve invested through every market calamity since the 1987 crash, and that’s enough to make “defense” even ...

An unusually timed options trade on Advanced Micro Devices (NASDAQ: AMD) has seen an investor turn a $6 million bet into an estimated $18 million profit in just two days.On October 2, options tracker Cheddar Flow flagged a massive purchase of more than $6 million in out-of-the-money AMD call options, describing the move as “super unusual.”AMD call options. Source: Cheddar Flow Less than 48 hours later, OpenAI announced a 10% strategic stake in AMD as part of a wide-ranging partnership to supply advanced AI ...

Donald Trump said there’s “mutual love” but “natural conflict” between the United States and Canada as he sat down with prime minister Mark Carney on Tuesday in the Oval Office.That’s all for today but you can read the latest news and analysis on the economy and world of business here .Thanks for joining us on this live blog.However, Sébastien Lecornu stepped down on Monday morning just 27 days after his appointment, sending the French stock market lower and its cost of borrowing higher.Europe’s second-larg ...

Welcome to Market Catalysts. I'm Julie Hyman. We are 30 minutes into the US trading day.Let's get to the three market catalysts we're watching this hour. First up, utilities and tech are pushing stocks to new records with the S&P 500 rising for the eighth straight session. Of course, AI remains a strong catalyst.An updated forecast from Dell and the ongoing enthusiasm from AMD's Open AI deal continuing to propel tech stocks. We'll bring you a few fresh picks in AI and the shutdown impass. President Trump se ...

Investors are excited about OpenAI’s expansion driving big gains in technology stocks, but a rising number of Wall Street pros fear that the wild pops that add tens of billions of dollars in value in mere minutes are signaling an unhealthy market reminiscent of the dot-com era.Advanced Micro Devices Inc. took this rocket ride on Monday, as the company’s stock soared, briefly boosting its market capitalization by roughly $100 billion at an intraday high, after the chipmaker signed a deal with OpenAI that cou ...

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Let's pull up shares of Oracle because it's a it's an interesting developing story uh as we have this conversation and you could see a little while ago these shares took a dip by about 5%. The information is out with a story today uh which says the following. I'm quoting directly from this story and this is the reason why the stock is lower.Uh internal documents show the fast growing cloud business has had razor thin gross profit margins in the past year or so, lower than what many equity analysts have esti ...