This week, the key market event is the August Consumer Price Index (CPI) report, which could influence the Federal Reserve's decision on a rate hike in September. Economists expect a moderate rise in inflation, with core inflation slightly easing. Strong payroll data has increased the odds of a rate hike to 60%. Oracle is set to report earnings amid debates on its AI strategy, while Apple will unveil major changes to the iPhone and significant price increases under new CEO John Ternus. These events will shape investor sentiment and market direction in the near term.
Bloom Energy shares have risen 157% year-to-date, driven by a major contract supplying fuel cells to Oracle's AI data center project, Project Jupiter. This positions Bloom Energy ahead of competitors in the hydrogen fuel cell sector, as its technolog...
Wednesday's market selloff hit AI stocks unevenly, with companies relying heavily on debt, such as CoreWeave and Nebius, experiencing the steepest declines. Oracle, despite carrying more debt than its peers and having a credit rating just above junk,...
DTE Energy has secured significant data center agreements with Oracle and Google, positioning it for strong earnings growth amid rising power demand. The company has 2.4 gigawatts of signed deals and potential for several more, supporting a price tar...
Oracle's stock fell nearly 9% following a sharp selloff in CoreWeave's bonds, which raised fears about the cost of debt financing for AI infrastructure. Oracle has a massive $664 billion backlog tied to AI cloud capacity, but rising borrowing costs a...
Bloom Energy shares fell even after Oracle named it the primary power source for a large AI campus, reflecting concerns over the stock's high valuation and market volatility. The company’s shares have surged 142.5% year-to-date, but trade at very hig...
