The AI Infrastructure Stock That's Stealing Market Share in 2026
A niche in high-performance computing gives Oracle a cost advantage.
One of the more surprising moves in the cloud industry has come from Oracle (ORCL 1.20%). The company built its reputation as the leader in relational databases, but it breathed new life into its business when it discovered that its IT infrastructure positioned it to succeed in the cloud business.
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Read MoreStock market today: S&P 500 slips from record as Fed stands pat, Nasdaq rises before Big Tech earnings flurry
US stocks were little changed on Wednesday after the Federal Reserve held interest rates unchanged in its first policy decision of the year. Wall Street also braced for earnings from megacap tech companies in a day that saw the S&P 500 (^GSPC) vault briefly over the 7,000 mark for the first time.
Read MoreMeta stock price jumps over 7% in after-hours amid positive Q4 earnings report
The stock price of Meta, listed on the NASDAQ index, saw over 10% rise in the market after-hours on Wednesday as the company released its Quarter 4 earnings report.
Meta Platforms closed on Monday at $668.73 per share –
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Read MoreWhy AbbVie Stock Trounced the Market in 2025
The company sure knows what to do before and after a blockbuster drug tumbles off the patent cliff.
One of the better-quality companies in the pharmaceutical sector, AbbVie (ABBV 2.35%) had a phenomenal year in 2025. Bolstered by numerous positive developments,
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Read MoreFederal Reserve holds interest rates steady amid political scrutiny
This decision comes at *** moment of growing pressure on the Federal Reserve. President Donald Trump has publicly criticized the institution, and there are questions about its future independence. That tension now colliding with the central bank that says it’s not yet ready to cut rates. As President Trump touts the economy as booming, just this morning as I’m running out,
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Read MoreThe Burst
1 AI Power Play Most Investors Missed
While analysts chase the next hot AI chipmaker, one company has become indispensable to the AI boom itself, not through computing, but through power.
Bloom Energy, long known for its on-site solid oxide fuel cells, has suddenly become the market’s stealth AI infrastructure play. Shares have rocketed more than 6x this year, and for reasons most investors haven’t yet grasped.
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Read MoreThe Ivy
AMD Just Raised the Bar With a Bold 5-Year Plan
CEO Lisa Su has unveiled a long-term forecast that forces investors to rethink where AMD could be heading.
The new guidance fundamentally reshapes how AMD’s role in the AI ecosystem should be valued.
Key Points
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AMD forecasts explosive growth, including 60% annual expansion in data centers.
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Read MoreThe Spotlight
1 Stock to Own for the Next Decade
Every once in a while, a company comes along that feels like the rare exception, a business so well-positioned, diversified, and forward-looking that it could anchor a portfolio for years.
Broadcom is one of those companies and it might be the single best position to hold for the foreseeable future.
Key Points
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Broadcom combines cyclical chip sales with high-margin recurring software revenue from acquisitions like CA,