FINWIRES · TerminalLIVE
FINWIRES

$ORCL

92 stories mentioning ORCL

Every FINWIRES story that references ORCL, newest first.

Commodities

Bloom Energy Expands Deal With Oracle for Up to 2.8 GW of Fuel Cell Capacity

Bloom Energy (BE) said Monday that it has expanded its partnership with Oracle (ORCL), signing a new master services agreement that could see Oracle procure up to 2.8 gigawatts of Bloom's fuel cell systems.The deal aims to support the rapid buildout of Oracle's artificial intelligence and cloud computing infrastructure.An initial 1.2 GW of capacity has already been contracted, with deployment underway and expected to continue into next year. The fuel cell systems will support Oracle projects across the US as the company scales its cloud platform.The agreement builds on an existing relationship between the two companies and underscores a broader shift toward distributed, onsite power generation as demand for digital infrastructure accelerates, the company said.Its modular fuel cell systems can be deployed significantly faster than conventional power solutions, helping customers reduce development timelines and project risk, Bloom added.The company noted that it delivered a fully operational fuel cell system to Oracle in 55 days last year, ahead of the originally projected 90-day schedule.Separately, Bloom said it issued a warrant to Oracle on Apr. 9 under terms previously disclosed in October.According to CNBC, the warrant allows Oracle to purchase up to 3.53 million Bloom shares at $113.28 each, representing a potential $400 million investment tied to the earlier agreement. Oracle has until Oct. 9 to exercise the warrant.Price: $207.49, Change: $+30.82, Percent Change: +17.44%

$BE$ORCL
Sectors

Sector Update: Tech Stocks Edge Higher Premarket Tuesday

Technology stocks were edging higher premarket Tuesday, with the State Street Technology Select Sector SPDR Fund (XLK) advancing by 0.6% and the State Street SPDR S&P Semiconductor ETF (XSD) up 1.4%.Bloom Energy (BE) said it will provide up to 2.8 gigawatts of its fuel cell systems to Oracle (ORCL) under an expanded partnership to support the software giant's artificial intelligence infrastructure buildout. Shares of Oracle were up more than 5% pre-bell.Camtek (CAMT) stock was up more than 5% after the company said it has agreed to acquire Tel Aviv-based artificial intelligence business Visual Layer, with closing expected in a few weeks.Apple (AAPL) ranked second in China's smartphone market in the first quarter of 2026, as overall shipments declined 1% year over year to 69.8 million units, research firm Omdia reported. Apple shares were 0.2% higher pre-bell.

$AAPL$BE$CAMT$ORCL$XLK$XSD
Asia Markets

S&P 500 Rebound, Optimism for US-Iran Deal Move US Equity Futures Higher Pre-Bell

US equity futures were edging higher pre-bell Tuesday following a rebound in the S&P 500 as traders were optimistic that a deal could still be reached between US and Iran despite a breakdown in negotiations over the weekend.Dow Jones Industrial Average futures were 0.1% higher, S&P 500 futures were up 0.3%, and Nasdaq futures were 0.6% higher.The S&P 500 rose over 1% on Monday, erasing losses incurred since the beginning of the Middle East conflict.President Donald Trump said Monday that Iran had reached out to the US and wanted to "make a deal very badly."Oil prices were lower, with front-month global benchmark North Sea Brent crude down 1.5% at $97.88 per barrel and US West Texas Intermediate crude 3.2% lower at $95.96 per barrel.The US Producer Price Index rose by 0.5% in March, the same as in February and below the 1.1% gain expected in a survey compiled by Bloomberg as of 7:45 am ET.In other world markets, Japan's Nikkei closed 2.4% higher, Hong Kong's Hang Seng ended 0.8% higher, and China's Shanghai Composite finished 1% higher. Meanwhile, the UK's FTSE 100 was up 0.1%, and Germany's DAX index was up 1.1% in Europe's early afternoon session.In equities, Oracle (ORCL) shares were up 4.9% after the company said it introduced new artificial intelligence-focused features for its utilities software suite. Novo Nordisk (NVO) stock was 3.3% higher after the company said it formed a strategic partnership with Microsoft (MSFT)-backed OpenAI to deploy advanced AI across its operations. In addition, Novo Nordisk received the Medicines and Healthcare products Regulatory Agency approval for a new single-dose 7.2 mg of Wegovy to treat adults with obesity, according to the UK regulator. Tesla (TSLA) shares were up 1.6% after UBS upgraded the company's stock to neutral from sell.On the losing side, CarMax (KMX) shares were down 6.2% after the company reported lower fiscal Q4 adjusted earnings and net sales. Dow (DOW) stock was 1.1% lower after the company named Chief Operating Officer Karen Carter as its chief executive officer, effective July 1.

Dow JonesNasdaq CompositeS&P 500$DOW$KMX$NVO$ORCL$TSLA
Sectors

Sector Update: Tech

Technology stocks were edging higher premarket Tuesday, with the State Street Technology Select Sector SPDR Fund (XLK) slightly advancing and the State Street SPDR S&P Semiconductor ETF (XSD) up 1.4%.Bloom Energy (BE) said it will provide up to 2.8 gigawatts of its fuel cell systems to Oracle (ORCL) under an expanded partnership to support the software giant's artificial intelligence infrastructure buildout. Shares of Oracle were up more than 5% pre-bell.

$BE$ORCL
US Markets

Stocks Rise Pre-Bell Amid Hopes of Renewed US-Iran Peace Talks; Big Bank Earnings, PPI Data on Deck

US equity futures were trending higher on Tuesday amid media reports that the US and Iran may revive their peace talks, while investors await the latest financial results of some of Wall Street's largest banks and data on wholesale prices.The S&P 500 rose 0.2%, the Dow Jones Industrial Average edged up 0.1% and the Nasdaq added 0.4% in premarket activity. The indexes finished the previous trading session higher, with the Nasdaq recording gains for the ninth consecutive day.The US and Iran are considering holding another round of negotiations before their current two-week ceasefire expires next week, Bloomberg News reported Tuesday, citing people familiar with the matter.President Donald Trump reportedly said Monday that "the right people" have reached out to Washington "and they want to work a deal." Delegations from the US and Iran were unable to reach a deal during negotiations in Pakistan over the weekend.In an interview with Fox News, Vice President JD Vance said it was up to Iran to make the next move on peace talks with the US, according to CNBC. "Whether we have further conversations, whether we ultimately get to a deal, I really think the ball is in the Iranian court, because we put a lot on the table," Vance reportedly said.The US navy on Monday started a blockade of Iranian ports in the crucial Strait of Hormuz.West Texas Intermediate crude oil declined 2.6% to $96.53 a barrel before the opening bell, while Brent decreased 1.2% to $91.88.The International Energy Agency said Tuesday it expects oil demand to fall by 80,000 barrels per day this year as the Middle East war "upends" its global outlook. "Demand destruction will spread as scarcity and higher prices persist," the IEA said.On Monday, the Organization of the Petroleum Exporting Countries lowered its second-quarter oil demand forecast due to the Middle East conflict, but maintained its full-year estimates amid expectations for a rebound in the second half.JPMorgan Chase (JPM), Wells Fargo (WFC) and Citigroup (C) are some of the banking giants scheduled to report their latest quarterly earnings before the bell, along with Johnson & Johnson (JNJ), BlackRock (BLK) and Albertsons (ACI).Goldman Sachs (GS) posted first-quarter results above market estimates on Monday, while Chief Executive David Solomon said a protracted Middle East conflict could pose upside risks to inflation. Bank of America (BAC) and Morgan Stanley (MS) post their results on Wednesday.Last month's producer price index, a measure of wholesale prices, is slated to be released at 8:30 am ET. Last week, government data showed that consumer inflation accelerated to its highest monthly reading in nearly four years in March as the Middle East conflict sent energy prices sharply higher.Treasury yields were down in premarket action, with the two-year rate retreating 1.9 basis points to 3.76% and the 10-year rate off 1.6 basis points to 4.28%.Federal Reserve Governor Michael Barr is set to speak at 12:45 pm, while Chicago Fed President Austan Goolsbee speaks earlier at 12:15 pm.Shares of Oracle (ORCL) added 4.2% pre-bell after closing the previous trading session up 13% as the company said it introduced artificial intelligence-focused updates to its utilities software suite. Avanos Medical (AVNS) surged 68% after the firm agreed to be acquired by American Industrial Partners affiliates in a deal worth $1.27 billion.Gold inclined 0.8% to $4,804 per troy ounce pre-bell, while bitcoin advanced 2% to $74,609.

Dow JonesNasdaq CompositeS&P 500$ACI$AVNS$BAC$BLK$C$GS$JNJ$JPM$MS$ORCL$WFC
US Markets

Nasdaq Extends Rally to 9th Day as Tech Stocks Jump

The Nasdaq Composite advanced for the ninth straight session on Monday as US equity markets benefited from a jump in technology stocks.The Nasdaq climbed 1.2% to 23,183.7, while the S&P 500 added 1% to 6,886.2. The Dow Jones Industrial Average rose 0.6% to 48,218.3. Barring utilities and consumer staples, all sectors ended in the green, led by tech and financials.Oracle (ORCL) shares surged nearly 13%, the top gainer on the S&P 500. The company said it introduced artificial intelligence-focused updates to its utilities software suite at its customer edge summit, targeting improvements in billing, grid operations, and asset management.ServiceNow (NOW), Dell Technologies (DELL), Salesforce (CRM) and Microsoft (MSFT) were among tech stocks that registered gains.US earnings growth expectations appear to have shrugged off uncertainty around the Iran war, with markets betting on stronger corporate results this year than those projected before the war began, BlackRock Investment Institute said in a note on Monday.BlackRock upgraded its rating on US stocks to overweight from neutral, saying the Middle East conflict will likely drive limited economic damage.Oil prices, which jumped above $100 per barrel earlier on Monday amid a US blockade of maritime traffic around Iran's ports, pared gains, with West Texas Intermediate crude oil last up 1.3% at $97.83. Brent advanced 3.1% to $98.18.The blockade started at 10 am ET Monday. The development came after the US and Iran failed to reach a deal during negotiations in Pakistan over the weekend, fueling concerns over an already fragile ceasefire between Washington and Tehran.US President Donald Trump said Iran called this morning and that "they'd like to work a deal," according to a Reuters report. Despite the failed peace talks, a two-week ceasefire announced last week still holds.Trump's remarks come as Iran has vowed to retaliate following the US blockade, CNN reported. The Iran-controlled strait has been effectively shut since the war began at the end of February.Trump is mulling over limited strikes against Iran following the failed negotiations, The Wall Street Journal reported, citing people familiar with the situation."As the conflict with Iran enters its seventh week, persistent concern about the time it will take to arrive at an effective resolution to the conflict will, however, likely remain for now as a negative overhang for market participants to navigate," said John Stoltzfus, chief investment strategist at Oppenheimer Asset Management.Meanwhile, the Organization of the Petroleum Exporting Countries lowered its second-quarter oil demand forecast due to the Middle East conflict, but maintained its full-year estimates amid expectations for a rebound in the second half.US Treasury yields were lower, with the 10-year rate last down 4.7 basis points at 4.29% and the two-year rate dropping 2.7 basis points to 3.78%.In company news, Goldman Sachs (GS) on Monday posted first-quarter results above market estimates, while Chief Executive David Solomon said a protracted Middle East conflict could pose upside risks to inflation. The lender's shares fell 1.9%, the worst performer on the Dow.JPMorgan Chase (JPM), Wells Fargo (WFC), and Citigroup (C) are scheduled to release their quarterly results on Tuesday, while Bank of America (BAC) and Morgan Stanley (MS) will announce their results on Wednesday. Outside the banking sector, Johnson & Johnson (JNJ), Netflix (NFLX) and PepsiCo (PEP) are set to release their results this week.In economic news, US existing home sales decreased in March as softening job growth and weaker consumer confidence continued to deter potential buyers, data from the National Association of Realtors showed.Gold was last down 0.4% at $4,766.30 per troy ounce, while silver dropped 1.1% to $75.67 per ounce.

Dow JonesNasdaq CompositeS&P 500$BAC$C$CRM$DELL$GS$JNJ$JPM$MS$MSFT$NFLX$NOW$ORCL$PEP$WFC
International

US Equity Indexes Rise Amid Gains in Tech, Financials; Crude Oil Pares Gains on Hopes for Iran Deal

US equity indexes rose, with financials and technology topping sector charts, and crude oil futures paring gains after President Donald Trump attempted to cool geopolitical tensions.The Nasdaq Composite jumped 1.2% to 23,183.74, the S&P 500 climbed 1% to 6,886.24, and the Dow Jones Industrial Average advanced 0.6% to 48,218.25. Defensive sectors -- consumer staples and utilities -- were the lone decliners.All three indexes clawed back intraday declines after President Trump said that "we've been called by the other side," referring to Iran. The US-Tehran talks in Pakistan's capital, Islamabad, over the weekend ended without a lasting peace pact, as uranium enrichment and the Strait of Hormuz remained the main sticking points."They'd like to make a deal very badly," Trump was cited as saying in media reports.West Texas Intermediate crude oil futures rose 1.6% to $98.14, and Brent crude futures climbed 3.2% to $98.27, after surging more than 7.5% each intraday.The CBOE Volatility Index slipped 0.6% to 19.12, after touching an intraday high of 21.58.US Treasury yields mostly fell, with the 10-year yield down 2.2 basis points to 4.30%, after rates rose across most of the yield curve earlier in the session.Trump's comments come as the US military blockade on all traffic entering and leaving Iranian ports came into effect on Monday, CNN reported.More than 15 US warships are in place to support the operation, The Wall Street Journal reported, citing a senior official."If any of these ships [that the president refers to as Iran's 'fast attack ships'] come anywhere close to our BLOCKADE, they will be immediately ELIMINATED," Trump said on his Truth Social post. Iran said no port in the Persian Gulf or the Sea of Oman would be safe if its ports are threatened, The Wall Street Journal reported Monday.A US blockade might stop Iran's flow of oil revenue without destroying or capturing Iran's Kharg Island oil loading point, and so "potentially avoid escalatory Iranian attacks on its Gulf neighbors," according to a note from the Wells Fargo Investment Institute.Meanwhile, Goldman Sachs (GS), which reported higher Q1 earnings and net revenue pre-bell, is launching a new three-tranche offering in the US investment-grade debt market, with bond maturities spanning four to eight years, Bloomberg said Monday, citing a person with direct knowledge of the matter.The Q1 earnings season has begun in earnest with the release of Goldman Sachs' quarterly results. Mega-cap banks, including JPMorgan Chase (JPM), Bank of America (BAC), Citigroup (C), and Morgan Stanley (MS), will report this week.Further in company news, Oracle (ORCL) said Monday it introduced AI-focused updates to its utilities software suite at its customer edge summit, targeting improvements in billing, grid operations, and asset management. Shares of the technology giant were up 13%, the top gainer on the S&P 500.Microsoft (MSFT), Salesforce (CRM), and ServiceNow's (NOW) recent sell-offs amid the broader software disposal are disconnected from the artificial intelligence opportunities over the coming years, Wedbush said Monday. Shares of Salesforce and Microsoft were up 4.8% and 3.6%, respectively, the Dow's top gainers.

Dow JonesNasdaq CompositeS&P 500$BAC$C$CRM$GS$JPM$MS$MSFT$NOW$ORCL
Japan

US Equity Markets Rise Amid Expectations for US-Iran Peace Deal

US equity indexes closed higher on Monday amid expectations that the US will manage to finalize a peace deal with Iran.* President Trump signaled his administration was contacted by Iran "to work out a deal," though he also threatened to destroy ships impeding a US blockade in the Strait of Hormuz.* The pace of US existing home sales fell 3.6% to a 3.98 million seasonally adjusted annual rate in March from 4.13 million in February, compared with a smaller decrease to a 4.05 million rate expected in a survey compiled by Bloomberg.* May West Texas Intermediate crude oil rose $1.45 to settle at $98.02 per barrel, while June Brent crude, the global benchmark, was last seen up $3.23 at $98.43.* Oracle (ORCL) shares rose 12%, the top gainer on the S&P 500, after the company introduced AI-focused updates to its utilities software suite, targeting improvements in billing, grid operations, and asset management.* Conagra Brands (CAG) shares fell 4.4%, the second-biggest decline on the S&P. The company appointed John Brase as CEO to succeed Sean Connolly, effective June 1. Brase previously served as chief operating officer at J.M. Smucker (SJM).

Dow JonesNasdaq CompositeS&P 500$CAG$ORCL$SJM
Sectors

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks were higher late Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1.7% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 2.4%.The Philadelphia Semiconductor index climbed 1.4%.In corporate news, Oracle (ORCL) said it introduced AI-focused updates to its utilities software suite at its customer edge summit, targeting improvements in billing, grid operations, and asset management. Oracle shares jumped 12%.The recent sell-offs in Microsoft (MSFT), Salesforce (CRM), and ServiceNow (NOW) amid broader software apathy are disconnected from the AI opportunities over the coming years, as enterprises prioritize integrating AI across tech stacks, Wedbush said in a note. Shares of Salesforce and Microsoft were up 4.7% and 3.2%, respectivelyIntel (INTC) is seen with a modest upside bias to its fiscal Q1 results and full-year outlook, driven by resilient PC demand and a sharp inflection in server CPU demand, along with pricing gains of roughly 10%, UBS Securities said in a note. UBS maintained its neutral rating on the stock but raised its price target to $65 from $51. Intel shares rose 4.4%.

$CRM$INTC$MSFT$ORCL
US Markets

Equities Mostly Rise Intraday; Oil Prices Advance Amid Hormuz Blockade

US benchmark equity indexes were mostly higher intraday, while oil prices rose as traders kept an eye on developments in the Middle East amid a Washington blockade of maritime traffic around Iran's ports.The Nasdaq Composite was up 0.6% at 23,049.5 after midday Monday, while the S&P 500 rose 0.4% to 6,844.8. The Dow Jones Industrial Average was little changed at 47,933.5. Among sectors, technology and financials paced the gainers, while utilities saw the biggest drop.West Texas Intermediate crude oil was up 2.5% at $99.06 a barrel, while Brent jumped 4.2% to $99.22.The blockade of maritime traffic entering and exiting Iranian ports was set to start at 10 am ET Monday, according to a statement issued by the US Central Command Sunday. The development came after the US and Iran failed to reach a deal during negotiations in Pakistan over the weekend, fueling concerns over an already fragile ceasefire between Washington and Tehran.US President Donald Trump said in a social media post Monday that 34 ships went through the Strait of Hormuz Sunday.Trump's remarks comes Iran has reportedly vowed to retaliate. The Iran-controlled strait has been effectively shut since the war began at the end of February."The fact the talks happened at all matters," Saxo Bank said in a report Monday. "There is still a chance negotiations restart, especially with some reports suggesting the two sides were not far apart on at least some points."Despite the failed peace talks, a two-week ceasefire announced last week still holds.Trump is mulling over limited strikes against Iran following the failed negotiations, The Wall Street Journal reported, citing people familiar with the situation."While the diplomatic setback is negative, it does not yet signal an automatic return to the worst-case scenario," Saxo said.The Organization of the Petroleum Exporting Countries lowered its second-quarter oil demand forecast due to the Middle East conflict, but maintained its full-year estimates amid expectations for a rebound in the second half.US Treasury yields were lower intraday, with the 10-year rate down 1.6 basis points at 4.30% and the two-year rate dropping two basis points to 3.78%.In company news, Goldman Sachs (GS) posted first-quarter results above market estimates, while Chief Executive David Solomon said a protracted Middle East conflict could pose upside risks to inflation. The lender's shares were down 2.3% intraday, the worst performer on the Dow.Oracle (ORCL) shares surged nearly 12%, the top gainer on the S&P 500. The company said it introduced artificial intelligence-focused updates to its utilities software suite at its customer edge summit, targeting improvements in billing, grid operations, and asset management.In economic news, US existing home sales decreased in March as softening job growth and weaker consumer confidence continued to deter potential buyers, data from the National Association of Realtors showed."We don't see much upside for sales over the next several months," Oxford Economics said in a note. "Given the backup in mortgage rates since the start of the war with Iran, we expect home sales to move sideways before starting to gradually rise at the end of the year."Gold was down 0.7% at $4,755.90 per troy ounce, while silver dropped 1.4% to $75.43 per ounce.

Dow JonesNasdaq CompositeS&P 500$GS$ORCL
International

US Equity Indexes Rise Amid Tech Gains; Crude Oil Jumps as Hormuz Blockade Takes Effect

US equity indexes were higher in Monday's midday trading amid gains in technology and financials.Crude oil futures jumped as geopolitical risk mounted after Iran negotiations failed to yield a lasting peace deal.The Nasdaq Composite rose 0.7% to 23,061.8, and the S&P 500 climbed 0.5% to 6,849.6. Both gauges traded lower earlier in the session. The Dow Jones Industrial Average was slightly up at 47,944.8.Defensive sectors -- consumer staples and utilities -- led the decliners. The financial services sector was among the top gainers, ahead of quarterly earnings from mega-cap banks due this week.Goldman Sachs (GS), which reported higher Q1 earnings and net revenue pre-bell, is launching a new three-tranche offering in the US investment-grade debt market, with bond maturities spanning four to eight years, Bloomberg said Monday, citing a person with direct knowledge of the matter.Shares of the investment bank dropped 2.5% intraday, the steepest decline on the Dow.Further in company news, Oracle (ORCL) said it introduced AI-focused updates to its utilities software suite at its customer edge summit, targeting improvements in billing, grid operations, and asset management. Shares of the technology giant were up 11% intraday, the top gainer on the S&P 500.The recent sell-offs in Microsoft (MSFT), Salesforce (CRM), and ServiceNow (NOW) amid broader software apathy are disconnected from the artificial intelligence opportunities over the coming years, as enterprises prioritize integrating AI across tech stacks, Wedbush said in a note. Shares of Salesforce and Microsoft were up 4.7% and 2.9%, respectively, intraday, the Dow's top gainers.Meanwhile, the CBOE Volatility Index was still up 3.7% to 19.93, after touching an intraday high of 21.58, as geopolitical risk remained elevated after the Iran peace talks brokered by Pakistan ended without an agreement with the US.The US military blockade on all traffic entering and leaving Iranian ports started at 10 a.m. ET Monday, after weekend peace talks in Pakistan faltered, CNN reported Monday. "If any of these ships [a reference to what the president calls Iran's 'fast attack ships'] come anywhere close to our BLOCKADE, they will be immediately ELIMINATED," President Donald Trump said on a social media post.Iran responded by saying that no port in the Persian Gulf or the Sea of Oman would be safe if its ports are threatened, The Wall Street Journal reported Monday."Once again, high stakes negotiations between the US and Iran deadlocked over Washington's zero uranium enrichment demand, setting the stage for further escalation in the 6-week war and prolonged supply disruptions in advance of summer driving season," Helima Croft, head of global commodity strategy and MENA research at RBC Capital Markets, said in a note.West Texas Intermediate crude oil futures jumped 5.3% to $101.68, and Brent crude futures climbed 5.5% to $100.40, after surging more than 7.5% earlier in the session.US Treasury yields rose as gains in crude oil futures reignited inflation concerns. The 10-year yield was up 1.6 basis points to 4.33%, and the two-year rate climbed 1.3 basis points to 3.81%. In precious metals, gold futures fell 1.3% to $4,726.9 and silver futures declined 3.3% to $73.97.In US economic news, the pace of US existing home sales fell by 3.6% to a 3.98 million seasonally adjusted annual rate in March from 4.13 million in February, compared with a smaller decrease expected to a 4.05 million rate in a survey compiled by Bloomberg as of 7:30 am ET, data from the National Association of Realtors released Monday showed. Total sales were down 1% from a year earlier."March home sales remained sluggish and below last year's pace," said NAR Chief Economist Lawrence Yun. "Lower consumer confidence and softer job growth continue to hold back buyers."

Dow JonesNasdaq CompositeS&P 500$CRM$GS$MSFT$NOW$ORCL
Wire

Stephens Adjusts Oracle Price Target to $164 From $254, Maintains Equal Weight Rating

Oracle (ORCL) has an average rating of overweight and mean price target of $244.78, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $141.64, Change: $+3.53, Percent Change: +2.56%

$ORCL

Showing 81-92 of 92