This is CNBC's Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Good morning. President Donald Trump weighed in on the artificial intelligence debate yesterday ...

Find insight on Apple, CyberAgent, Adobe and more in the latest Market Talks covering Technology, Media and Telecom.

S&P 500 and Nasdaq futures rise as oil retreats, but CPI and Treasury yields will decide whether stock buyers can extend ...

Piper Sandler initiates Q2 Holdings as overweight Piper said in its initiation of the software banking solutions company that ...

Oracle steals the spotlight as the software-and-cloud complex keeps forcing traders to pretend spreadsheets are adrenaline.

Oracle shares are climbing on Friday after the company delivered a solid quarter, but some analysts are still wary.

Morgan Stanley analysts led by Sanjit Singh pointed to pressure on Oracle’s gross margin and the relatively modest increase in its fiscal 2027 earnings guidance. The analysts said investors would want ...

JPMorgan analysts pointed to an August quarter that they said eased key worries around data-center delay. Analysts led by Samik Chatterjee noted 850 megawatts of AI computing power were delivered in ...

Stock futures were mixed and little changed Thursday ahead of a wholesale inflation reading, while crude oil prices and the 10-year Treasury yield rose further.

Oracle is scheduled to report earnings after the closing bell Thursday, with traders anticipating a big move from the ...

AI concentration, rising CapEx, private credit exposure, and oil inflation risks threaten returns. Click here to read more.

Oracle is set to report quarterly earnings after the closing bell on Thursday, with options markets signalling that investors ...