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SHOCKING: 12 | Mind Blowing Facts

A $2.6 Billion Reason to Buy Bloom Energy Stock Now

Bloom Energy just landed a $2.6 billion deal with Nebius. Here's why BE stock looks like one of the best AI infrastructure plays right now.

Barchart

BofA says you'll be 10x more productive with AI. Ignore the 0.1% result so far

The bank sees a productivity boom and an implementation gap. Here's the argument for why it will close — and why the bubble may pop before that.

Fortune

Donald Trump Sparks High-Stakes Financial Mockery After Allegedly Confusing an AI Firm for a Sushi Restaurant in Up to £3.76 Million ($5M) Deal

President Trump's unexpected investment in Kura Sushi USA has sparked speculation and market reactions, highlighting potential mix-ups and broader concerns about his financial activities.

International Business Times UK

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Sacked H-1B staff asked to do more B-2 paperwork

Tech giants such as Amazon, Oracle, and Meta have laid off thousands of employees in the past few months, and a large number of the affected people are estimated to be from India on H-1B visas. The visa rules give them 60 days to find new employment, or they must…

The Economic Times

The computational wall AI can't climb

Today's AI term is "complexity ceiling". This is the term that indicates AI agents will never be able to reach the goals that marketing has set for the technology. This derives from a paper by Vishal Sikka, former CEO of Infosys, board member at Oracle and BMW, who studied under…

Bangkok Post

Does Nano Nuclear Energy’s New Deal Amp the Outlook?

Nano Nuclear Energy is well-positioned to deliver power for data centers and industrial applications but its stock price has headwinds for investors to avoid.

MarketBeat

Ex-OpenAI Insider Leopold Aschenbrenner Shorts Nvidia and Oracle — Makes Bold $13.6 Billion AI-Crypto Play

Leopold Aschenbrenner, a former OpenAI researcher, is transforming investments by focusing on energy infrastructure and computing for AGI. Discover his bold moves and their impact on AI's future.

International Business Times UK

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Caledonia Investments H2 Earnings Call Highlights

Caledonia Investments (LON:CLDN) reported a 5.4% net asset value total return for the year ended March 31, 2026, as positive contributions from all three of its investment pools were offset in part by market volatility, foreign exchange movements and a widening share price discount to NAV. Chief Ex

MarketBeat

Why Applied Optoelectronics Stock May Be Near a Turning Point

Applied Optoelectronics is well-positioned for hyperscaler demand but faces execution challenges and potential disruption from copacked optics.

MarketBeat

‘Fortune cookie wisdom’: Shark Tank’s Anupam Mittal trashes startup advice amid tech layoffs, reveals when he got laid off

Tech sector layoffs are widespread. Anupam Mittal shares his 2001 job loss experience. He criticizes the advice to start companies using AI. Mittal states entrepreneurship is brutal with low survival rates. He advises professionals to assess their position in a company's profit and loss. Understanding this is crucial for career…

The Economic Times

Oracle Went From Tech Dinosaur to AI Heavyweight

Oracle’s legacy became its biggest AI advantage.

Barchart

Be Ready: 3 Upcoming Catalysts Could Drive Oracle to Record Highs

Oracle is on track to be the one hyperscaler to rule them all, ubiquitous across clouds critical to cross-cloud opertaions, and fundamental to AI.

MarketBeat

Trump Aggressively Buys the Dip in Q1 With Over 3,600 Trades; $1M+ Positions in Nvidia, Apple, Oracle

US President Donald Trump strategically executed 3,642 stock trades in Q1, achieving significant returns. Explore his investments in major companies like Nvidia, Microsoft, and Amazon amidst market fluctuations.

International Business Times UK

Oracle leaves freshers in limbo; D2C carts go cold

Happy Friday! Oracle has started pulling back campus offers from top institutes, leaving students caught in the crossfire. This and more in today’s ETtech Morning Dispatch.

The Economic Times

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The Economic Times

After mass layoffs, Oracle pulls campus offers at IITs & NITs

US tech giant Oracle has rescinded dozens of job offers extended to students at premier Indian engineering institutes, including IITs and NITs. This development, impacting both full-time and internship roles, has caused major anxiety among students as the placement season nears its end amidst a slow tech hiring market.

Fortune

AI is a ‘euphoric’ bubble and you should buy into it, Wells Fargo analyst urges

"You can't own anything but AI—that's how a bubble forms. We expect limited downside," Ohsung Kwon says.

MarketBeat

Veritone Q1 Earnings Call Highlights

Veritone (NASDAQ:VERI) reported lower first-quarter revenue but reaffirmed its full-year 2026 outlook, citing growing demand for its AI training data services, public sector software and recently expanded relationships with major technology companies. On the company’s first-quarter earnings call, P

MarketBeat

Sell in May and Go Away—Starting With These 3 Stocks

Oxford Club's Marc Lichtenfeld identifies three stocks worth selling in May—DexCom, Colgate-Palmolive, and Oracle—and breaks down the risks behind each call.

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MyLifeXP

92,000 Layoffs Later, Tech Workers Fear What’s Coming Next

For years, people believed technology would create endless opportunities. Learn coding, join a big tech company, work hard, and your future would stay secure. That dream now feels shakier than ever. In 2026 alone, more than 92,000 tech workers have already lost their jobs. Giants like Meta , Microsoft, Amazon,…

Tom’s Hardware

After a $16 billion Stargate AI data center was built despite being voted down, Michigan towns rush to block new buildouts — massive facility will suck 1.4 Gigawatts of energy to power ChatGPT

Backlash now covers county resolutions, bipartisan state legislation, and a regional water authority refusing to serve proposed facilities.

Barchart

Oracle Stock Outlook: Is Wall Street Bullish or Bearish?

Oracle has lagged behind the broader market over the past year, yet analysts remain highly optimistic about the stock’s prospects.

Fortune

A Michigan farm town voted down plans for a giant OpenAI-Oracle data center. Weeks later, construction began

The AI boom is coming for rural America. Inside one town's effort to fight back

Barchart

Super Micro Computer Stock: Analyst Estimates & Ratings

Super Micro Computer has underperformed the broader market over the past year, and analysts remain skeptical about the stock’s prospects.

The Guardian - AU

Big tech wants to punish Australia over Albanese’s media bargaining code – and Trump might be inclined to listen

The president’s contempt for the media is explosive and his ‘disappointment’ with Australia apparent. For Meta, Google and Oracle, it’s a powerful combination

MarketBeat

3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes

Rob Spivey of Altimetry Research breaks down the AI energy boom — naming GE Vernova, Bloom Energy, and Kodiak Gas Services as buys and explaining why NextEra Energy and AECOM may fall behind.

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Leopold Aschenbrenner

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