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30.04.26 - 21:00
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Super Micro Computer Climbs 25% in April: 3 Reasons SMCI Is the Tech Sector’s Comeback Kid (24/7 Wall St.)
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Shares of Super Micro Computer (NASDAQ:SMCI) are climbing again Thursday afternoon, up about 4% to $27.40. The move extends a dramatic one-month rebound for the artificial intelligence (AI) server maker. SMCI stock is up 25% in April, recovering from a brutal stretch that included an Oracle (NASDAQ:ORCL) contract cancellation and a swarm of legal filings. ... Super Micro Computer Climbs 25% in April: 3 Reasons SMCI Is the Tech Sector's Comeback Kid...
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30.04.26 - 17:12
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Oracle’s Recent Pullback Creates a Compelling Entry Point for Long-Term Investors (24/7 Wall St.)
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Oracle (NYSE: ORCL) has been one of the most volatile mega-caps in the market over the past year, surging from the $130s into the $300s before unwinding back to the mid-$160s. With AI-driven cloud demand exploding and the stock trading well below its 52-week high, the setup looks attractive heading into fiscal Q4 results. Our ... Oracle's Recent Pullback Creates a Compelling Entry Point for Long-Term Investors...
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29.04.26 - 21:00
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Oracle’s OpenAI-Linked Selloff Might Be Noise. Is It Time to Buy? (24/7 Wall St.)
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Oracle (NYSE:ORCL) shares are trading at $162.90 while the Wall Street consensus price target sits at $243.23, leaving an implied upside of roughly 49% between current levels and analyst expectations. Oracle has transformed from a legacy database vendor into one of the most aggressive AI infrastructure builders, with IaaS revenue surging 84% year over year ... Oracle's OpenAI-Linked Selloff Might Be Noise. Is It Time to Buy?...
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29.04.26 - 02:24
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Oracle moves Supermicro orders to Taiwan, elevating local server makers (Digitimes)
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Outsourcing by US cloud service providers (CSPs) has become an increasingly dominant trend, with Taiwanese manufacturers taking on a larger share of global production. Oracle has not only expanded its supplier network but is also reportedly reallocating orders originally assigned to Supermicro to Taiwanese firms, further boosting their strategic importance....
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28.04.26 - 14:06
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OpenAI-Linked Stocks Slump, Oil Tops $110 Again | The Opening Trade 4/28/2026 (Bloomberg)
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Shares in OpenAI partners such as SoftBank and Oracle are falling after the Wall Street Journal reported that the AI startup recently failed to meet targets for sales and new users, reviving worries about spending ahead of tech earnings.
Brent advanced for a seventh day to $111 a barrel. The White House said President Donald Trump will address a proposal from Iran to reopen Hormuz “very soon”. The dollar rose 0.2%. The yen, meanwhile, reversed gains after Bank of Japan Governor Kazuo Ueda refrained from giving a decisive signal on when interest rates may rise.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)...
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