#ORCL

AI Stock Picks Today: DELL, PLTR, ORCL Trade Ideas - August 27, 2026

ARM Holdings and Oracle power AI stock gains as Nvidia earnings loom

Arm Holdings surged 3.93% and Oracle advanced 2.84% to pace the AI equity complex on August 26, as Bank of America raised its ARM price target and Oracle's AI cloud backlog held firm. Nvidia eased 1.59% ahead of its fiscal Q2 earnings due after the bell; Super Micro slid 2.78% on a Taiwan export-scheme indictment.

AI Stock Picks Today: NVDA, NET Trade Ideas - August 14, 2026

NVDA leads with 8/10 conviction and Aug 26 earnings. NET surges post Q2 beat (+36% revenue). 8 short-term AI stock trade ideas with conviction scores, stops, and options play.

AI Stock Picks Today: NVDA, DDOG, CRWV - 8 Trade Ideas for August 13, 2026

Eight short-term AI stock trade ideas for August 13, 2026. NVDA long into earnings, DDOG short on customer concentration risk, plus CRWV, DELL, SMCI, and ORCL. Conviction scores, stops, and targets included.

AI Stock Picks Today: CRWD, CRWV, ARM Trade Ideas for August 4, 2026

CRWD long (conviction 8/10) leads today's AI stock trade ideas, with CRWV, ARM short, ORCL, GOOGL, and DELL setups. Entries, stops, targets, and scores for active traders.

CoreWeave and Oracle power AI infrastructure surge as hyperscalers sweep Monday rally

CoreWeave surged 19.5% on Monday as lenders restructured its $8.5 billion debt facility and Truist upgraded the AI cloud provider to Buy. Oracle jumped 9.2% on full-year cloud momentum while the Nasdaq gained 2.1% to 25,913 as easing geopolitical tensions drove one of the strongest sessions in weeks for AI stocks.

Oracle and Dell weigh on AI sector as markets brace for Alphabet and Tesla earnings, SOXX +0.45pct

Oracle Corp. and Dell Technologies led the AI sector lower Monday, falling 3.98 pct and 3.65 pct as investors trimmed positions ahead of Alphabet and Tesla Q2 earnings due Wednesday. MongoDB surged 3.53 pct on a Needham price target raise to $430; SOXX edged up 0.45 pct.

Dell leads AI hardware rout on overcapacity fears as Alphabet and Oracle rally, SOXX -2.2pct

Dell Technologies tumbled 9.8 pct Wednesday on AI overcapacity fears tied to reports that Meta Platforms is planning to lease surplus AI training capacity, while Alphabet, Meta, and Microsoft advanced on a softer-than-expected June Producer Price Index; SOXX fell 2.23 pct.

MongoDB falls 6% and Oracle slides on AI software profit worries; Micron results due after the bell

MongoDB fell 5.8% and Oracle shed 4.6% on Wednesday as investors questioned near-term AI software earnings visibility. Dell Technologies bucked the selloff, gaining 1.5% on continued AI server demand, while Micron's after-hours earnings loomed as the session's biggest follow-on catalyst.

Lam Research and Intel surge on BofA upgrades as chip equipment recovery accelerates, SOXX +8.4%

Lam Research jumped 12.7% and Intel gained 9.3% as Bank of America upgrades and improving wafer-fab spending forecasts drove the SOXX semiconductor ETF up 8.4%, its best single-session gain in weeks. Oracle fell 8.5% despite a Q4 earnings beat as investors fixated on mounting capital expenditure commitments.

MongoDB and ARM surge as Computex ignites enterprise AI spending cycle, Nasdaq closes at record

MongoDB surged 20% and ARM jumped 16% Monday as NVIDIA's Computex RTX Spark launch and a wave of Q1 software earnings beats drove the Nasdaq to a fresh all-time high.

Snowflake and ARM lead AI software surge as Q1 beats revive enterprise AI thesis, SOXX +0.97%

Snowflake erupted 36.5% on a Q1 blowout and $6 billion AWS deal, triggering the broadest AI software rally of 2026. ARM Holdings rebounded 10.8%, MongoDB jumped 22% after hours on its own earnings beat, and Cloudflare surged 9% on a new Anthropic partnership.

AMD falls 5% ahead of Tuesday earnings as Oracle surges on $553B AI cloud backlog, S&P -0.41%

Advanced Micro Devices fell 5.3% ahead of its Tuesday Q1 earnings report as HSBC warned the stock would give up gains, while Oracle surged 4.9% after Wedbush initiated coverage with an Outperform rating backed by a $553 billion AI cloud contract backlog.

Oracle climbs 6% and Intel breaks $99 as Nasdaq closes at record, SOXX +0.9%

Oracle (NYSE: ORCL) gained 6.47% on a Wedbush bull note while Intel (NASDAQ: INTC) extended its YTD rally to 153% on the Tesla 14A foundry deal. Datadog and Cloudflare both up over 6% into next Thursday's earnings. Nasdaq Composite closed at a fresh all-time high; SOXX +0.93%.