Last updated: 2025-12-10 07:25:59 ET
Oracle's fiscal second-quarter results will be a crucial test for the AI trade and whether demand justifies the company's buildout plans.
The proposed NDAA would authorize $900.6 billion in discretionary defense spending in fiscal 2026, an $8 billion increase over DOD's budget request.
Experts said the rise in yields is due to inflation running above target, hawkish remarks from the Bank of Japan and an expansionary fiscal policy.
Adjusting sales quotas early in the fiscal year is not surprising, says one analyst who sees weakness in the stock as a buying opportunity.
Microsoft stock sank after a report that multiple sales teams for the company's Azure Foundry product missed growth goals in the last fiscal year.
