President Donald Trump made significant stock purchases worth between $220 million and $750 million in the first quarter of 2026, including shares in tech giants like Nvidia, Oracle, and Microsoft, as well as defense companies such as Palantir and Boeing. These investments have drawn criticism due to potential conflicts of interest, especially since some of these companies have government contracts or deals linked to his administration. Critics, including Senator Elizabeth Warren, accuse Trump of using his position to benefit these investments, while Trump's son Eric claims the trades were managed by a blind trust. The situation raises concerns about transparency and national security implications related to these investments.
Micron Technology's stock has surged over 760% in a year, driven by AI demand boosting its memory business, but its high margins and capital spending signal a peak cycle risk. In contrast, Oracle reported record cloud revenue growth and backlog, with...
AMD shares rose 5% following Citi's upgrade from Neutral to Buy and a price target increase to $575, highlighting underestimated GPU growth amid AI demand. AMD reported strong Q1 2026 results with 38% revenue growth and robust data center sales, driv...
Oracle's stock dropped about 10% after its fiscal Q4 FY26 earnings report, mainly due to concerns over its large FY27 capital expenditure forecast of $90-95 billion, which will require $40 billion in new debt and equity, potentially diluting sharehol...
Oracle Corporation's stock fell nearly 10% following earnings, driven by worries over gross margins and aggressive capital expenditures, despite robust growth in its cloud infrastructure. The company's performance is closely linked to OpenAI, with $3...
In 2026, five major tech companies—Alphabet, Amazon, Meta, Microsoft, and Oracle—have issued $159 billion in bonds, surpassing their total debt from 2020-2024. This surge funds massive investments in AI infrastructure like data centers and advanced p...
