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RARE PHOTOS: 13 | Vintage Vibes

Dear Super Micro Computer Stock Fans, Mark Your Calendars for May 26

Super Micro is still posting explosive top‑line growth and big EPS gains, but the DOJ export‑scheme indictment, a lost Oracle order, and excess Nvidia GPU inventory for xAI have turned it from a pure AI winner into an overhang‑heavy story trading at a discount multiple.

Barchart

Oracle’s Quarterly Earnings Preview: What You Need to Know

Oracle is set to report its fiscal fourth-quarter results shortly, and analysts are expecting double-digit growth in earnings.

Barchart

‘Will AI replace me?’: Anxiety grips tech workers amid mass layoffs, slowing recruitment

When Akanksha woke up in her flat in Bengaluru around 7 am on March 31, the first thing she did was check her email. This had become a routine ever since the 24-year-old, who requested that only her first name be used, started working with a US-based team at Oracle.…

Newslaundry

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Follow the Flow: 3 Stocks Absorbing the Market's Biggest Rotation

Larry Benedict identifies NVIDIA, D.R. Horton, and Oracle as top rotation targets as market volatility drives institutional money into Mag 7, housing, and software sectors.

MarketBeat

Is AI Replacing Tech Jobs in 2026? Here's What the Meta and Microsoft Cuts Mean

Meta and Microsoft are cutting over 20,000 jobs, citing AI efficiency. This reflects a broader trend of tech layoffs and restructuring amid AI advancements.

International Business Times UK

Should You Buy the Dip in Oracle Stock? Dan Ives Thinks So.

Wedbush’s Dan Ives assumes coverage of Oracle stock with an “Outperform” rating. Here’s why he recommends buying ORCL shares at current levels.

Barchart

Nasdaq, S&P 500 Reach New All-Time Highs: Stock Market Today

The leader of the AI revolution helped carry two of the three main U.S. equity indexes to new highs heading into the weekend.

Kiplinger

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As Investors Panic Over a Last Oracle Contract, Should You Buy, Sell, or Hold Super Micro Computer Stock?

The AI server maker has reportedly taken a hit of more than a billion dollars.

Barchart

Tech Job Cuts Rise Across Industry: List of Companies Shifting Investment Toward AI

Tech companies, including Meta, are announcing mass layoffs to focus on AI investments, impacting over 73,000 workers this year. The shift reflects growing confidence in AI's capabilities.

International Business Times UK

Meta To Cut 8,000 Jobs, Freeze Hiring Amid AI Push — What Workers Get In Severance

Meta Platforms plans to cut 8,000 jobs and freeze hiring for 6,000 roles, aiming for structural efficiency amid its AI expansion. Severance packages and future layoffs are also detailed.

International Business Times UK

Super Micro Computer Stock Plunges on Lost Oracle Contract, but Supply Chain Excesses Could Be the Bigger Problem for SMCI

As investors panic over a lost contract between Super Micro Computer and Oracle, recent supply chain intelligence suggests a much bigger problem exists with its inventory, as slowing business with xAI and other customers weigh on near-term revenue.

Barchart

Ex-Oracle US employee says India felt “exhausting” while Sri Lanka felt peaceful

A recent post by tech entrepreneur Harshdeep Rapal, co-founder and CEO of Legitt AI, has triggered discussion on social media after he recounted a conversation with a retired American tech professional about travelling in India.

Whats Hot

Bloom Energy Just Scored a Major Win With the Trump Admin. Is BE Stock a Buy?

The Trump administration's decision to preserve federal hydrogen hub funding removes a major regulatory overhang and validates Bloom Energy's long-term clean-energy pipeline.

Barchart

Oracle Just Strengthened Its Ties with AWS. Does That Make ORCL Stock a Buy Here?

ORCL stock gained on news that Oracle has expanded its relationship with AWS.

Barchart

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As Oracle Launches New Agentic AI Tools, Should You Buy, Sell, or Hold ORCL Stock?

Oracle announced a new suite of agentic applications, and they should help Oracle maintain its competitive edge for the long run.

MarketBeat

5 Stocks Positioned to Win the AI Data Center Buildout

Analyst Louis Navellier names five stocks set to benefit from the AI infrastructure buildout, including overlooked plays in cooling, power, and storage.

Barchart

Up 12.5% in the Past 5 Days, Should You Keep Buying Oracle Stock?

After an impressive 12.5% five-day surge powered by AI and cloud momentum, how much higher can Oracle shares really go?

MarketBeat

Oracle Bottoms: A Multi-Cloud Future Is Ahead—and Undervalued

Oracle is setting up for a rebound that could take its price back to record-high levels. The SaaS selloff is over; a multicloud future is ahead.

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Barchart

3 Reasons to Buy Oracle Stock as the AI Trade Gets Riskier

Oracle offers a safer way to play AI as risk rises across high-flying tech stocks.

Tom’s Hardware

Analytics group signals possible delays at 40% of AI data center construction sites — companies deny schedule holdups, but satellite imagery indicates otherwise

At least 40% of all AI data centers slated for completion in 2026 will be delayed, according to a data analytics group. AI tech companies say everything is on schedule, but labor and material shortages are seemingly holding up construction.

Euronews

Europe's defence cloud reliance risks US 'kill switch,' think tank warns

A vast majority of EU countries rely on US cloud services for their national defence agencies, putting them at risk of a "kill switch" that shuts down service at any time.

Barchart

Is Bloom Energy Stock a Buy, Sell, or Hold at New All-Time Highs?

With Bloom riding one of the most dramatic runs in the clean energy space, is it a good time to buy the stock or hold off?

Barchart

Bloom Energy Just Partnered With Oracle. Does That Make the Fuel Cell Energy Stock a Buy Here?

Oracle will source up to 2.8 GW of energy from the fuel cell company.

The Independent UK

Paramount boss David Ellison to host dinner honoring Trump while awaiting federal approval to buy CNN: report

The federal government is currently weighing whether to approve Ellison’s $111 billion agreement to purchase Warner Bros. Discovery

Barchart

Turbine Season for Tech: John Rowland on the Next Era of AI Data Center Investments

We’ve gone way beyond Nvidia now. As data center sprawl dominates the conversation, here are the stocks, industries, and sectors in focus for the next wave of investment.

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