Company Encyclopedia
View More
name
Direxion Work From Home ETF
WFH.US
News
View More

CoreWeave, Oracle Stocks Plunge As Generative AI Bubble Deflates

CoreWeave and Oracle stocks have plunged 62% and 47% respectively, as the generative AI bubble deflates. Heavy borrowing for AI data center expansion has spooked bond markets, raising debt insurance prices. CoreWeave's CEO claims the company is misunderstood, while Oracle aims to maintain its investment-grade debt rating. The pessimistic scenario of OpenAI's potential failure could lead to significant financial repercussions, including CoreWeave's bankruptcy and a broader market downturn.

Forbes·
US
CRWV
-5.46%
US
ORCL
+1.88%
Forbes·
US
CRWV
-5.46%
US
ORCL
+1.88%

Why Oracle and these 3 unloved software stocks could be the next leg of the AI trade

HSBC analyst Stephen Bersey predicts a shift in AI trade focus from hardware to software by 2026, favoring stocks like Oracle, Microsoft, Salesforce, and ServiceNow. Oracle's vectorized database and Microsoft's agentic ecosystem are highlighted as key advantages. Bersey gives high price targets for these stocks, expecting significant growth. Salesforce and ServiceNow are seen as undervalued opportunities despite recent struggles. ServiceNow's potential acquisition of Armis raises concerns. All stocks have a buy rating from HSBC.

Dow Jones·
US
NOW
+1.16%
US
CRM
-0.83%
US
MSFT
-0.34%
Dow Jones·
US
NOW
+1.16%
US
CRM
-0.83%
US
MSFT
-0.34%

Broadcom and these chip stocks make J.P. Morgan's list of top picks

J.P. Morgan analysts, led by Harlan Sur, have identified Broadcom, Marvell Technology, Analog Devices, and Micron Technology as top semiconductor stock picks for 2026, citing strong AI revenue potential and market positioning. Despite fears of an AI bubble, the firm anticipates a 50% rise in data-center capital expenditures next year, benefiting the semiconductor industry. Sur also highlights potential growth in the industrial and automotive markets, projecting a 10-15% revenue increase for the semiconductor sector in 2026.

Dow Jones·
US
MRVL
-1.42%
US
ADI
-0.57%
Dow Jones·
US
MRVL
-1.42%
US
ADI
-0.57%

Oracle Options Trading: A Deep Dive into Market Sentiment

Financial giants show bearish sentiment on Oracle with 24 unusual trades. 37% of traders are bullish, 45% bearish. Analysts set an average price target of $325.8, with ratings ranging from Buy to Outperform. Oracle's current price is $184.96, up 0.02%. Options trading involves high risks and rewards, requiring strategic management and monitoring. Stay updated with Benzinga Pro alerts.

benzinga_article·
US
ORCL
+1.88%
benzinga_article·
US
ORCL
+1.88%

Tech drag: Google falls, Oracle bucks trend as airline stocks take flight

The US stock market shows mixed results, with tech giants like Google and Nvidia facing declines, while Oracle gains slightly. Airline stocks are rising, indicating potential growth in the travel sector. Investors are advised to diversify portfolios, focusing on stable sectors like insurance and industrials, and monitor the energy sector for value opportunities. Overall, caution is advised in high-growth tech areas, with a focus on resilience and emerging sectors.

Investinglive·
US
ORCL
+1.88%
Investinglive·
US
ORCL
+1.88%
© 2025 Longbridge｜Disclaimer