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BIZARRE: 4 - What They Never Told You

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

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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

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US tech giant Oracle has rescinded dozens of job offers extended to students at premier Indian engineering institutes, including IITs and NITs.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.

The Economic Times

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.

Fortune

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

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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.

MarketBeat

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,…

MyLifeXP

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.

Tom’s Hardware

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.

Barchart

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

Fortune

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.

Barchart

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

The Guardian - AU

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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.

Barchart

Ignore the OpenAI Panic and Keep Buying Oracle Stock, Says Wedbush

Wedbush sees Oracle’s pullback as noise, with AI demand, rising contracts, and cloud momentum still driving growth.

The Guardian - UK

Starmer adviser held 16 undisclosed meetings with top US tech bosses

Exclusive: Varun Chandra’s talks with Google, Meta, Apple and others raise fears of ‘lobbying behind closed doors’

International Business Times

Pentagon Excludes Anthropic in Deal With OpenAI, Google, SpaceX and Others for Classified AI Work

The Defense Department said Friday it had reached agreements with leading AI firms, including SpaceX, OpenAI, Google, Nvidia, Reflection AI, Microsoft, Amazon Web Services, and Oracle.

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MarketBeat

Bloom Energy May Be Solving AI’s Biggest Power Problem

Bloom Energy is the power behind the data center build out, ramping production of its fuel cells and accelerating deployments.

TechRadar

'We’re a good example of if you work smart, apply security, tools and procedures smartly, you can still operate and be very agile': From the wind tunnel to the drawing board, how 1Password is helping Oracle Red Bull Racing stay secure and focused

We hear how 1Password is helping Oracle Red Bull Racing get back to pole position in Formula 1 2026.

Dot Esports

The Witch’s House location and activities in Neverness to Everness

Bring Oracle Stones and collect daily buffs.

Barchart

Why Dan Ives Is Betting on 35% Upside for Oracle Stock: This ‘Secret Sauce’ Will Make ORCL a Key Part of the ‘AI Revolution’

Ives and his team have a price target of $225 for Oracle.

Tom’s Hardware

OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals — company now prefers to lease compute and says Stargate is an umbrella term

OpenAI has reportedly modified its arrangement on several Stargate projects, leaving the direct ownership set up and instead preferring to lease compute from other partners who took on the direct risk of investing in the infrastructure.

Barchart

Trump Was Supposed to Kill Hydrogen Investments, but Oracle Just Gave Bloom Energy Stock a Second Life

Shares of the company popped more than 12% on the news that the cloud major will use its fuel cells to power its grid in New Mexico.

MarketBeat

Is Oracle Undervalued as Cloud Growth Accelerates?

Oracle is on track to rebound strongly provided a catalyst emerges. A catalyst is likely in the upcomign results, in which the massive backlog will probably grow.

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