We came across a bullish thesis on Global Payments Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on GPN.

Citi has reduced its price target on Oracle Corporation to $310 from $370, citing broad-based multiple compression across the software sector.

Michael Burry, who bet against Nvidia and Palantir with put options worth $1.1bn, has reportedly taken a long position in Adobe, sending shares up nearly 4% on Tuesday.

With the rapid buildout of AI platforms, companies have been racing to develop new and improved software that leverages the ...

Credit spreads are widening in software and private equity despite stable Treasuries. Read what could pressure the entire ...

US stocks open higher as Nvidia and Oracle lift the Nasdaq 100 and S&P 500. Traders eye AI spending, tariffs and key earnings ...

After a sharp correction in mid- and small-cap IT stocks and limited upside from large caps, investors are reassessing where ...

Oracle (NYSE: ORCL) stock is trading down 37% in the last six months and 24% year to date as artificial intelligence (AI) spending concerns clash with a broader software stock sell-off. Even though ...

Software industry leaders say the AI shock should be over as a slight recovery begins, but others think there is much more ...

"The selloff in the shares has brought investor expectations to levels that better reflect the uncertainty and risks of Oracle's transition to a capital-intensive business," Oppenheimer analysts led ...

Oracle is now down a staggering 54.9% from its all-time high (achieved last September). Here's why Oracle could still be a millionaire maker, and some risks to consider before buying the tech stock.