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Tech Stocks are Pricing in a Miracle on Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=2654070170","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654070170?lang=en_us&edition=fundamental","pubTime":"2026-07-28 17:30","pubTimestamp":1785231000,"startTime":"0","endTime":"0","summary":"Wall Street's forecasts for Big Tech require a major leap of faith: that the biggest AI hyperscalers can boost revenue much faster than the costs of running their businesses. Some of the numbers look 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(ORCL) Joins Ingram Micro To Expand Cloud And AI In Australia","url":"https://stock-news.laohu8.com/highlight/detail?id=2654027204","media":"Simply Wall St.","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654027204?lang=en_us&edition=fundamental","pubTime":"2026-07-28 09:27","pubTimestamp":1785202078,"startTime":"0","endTime":"0","summary":"Ingram Micro has joined the Oracle Cloud Distribution Program in Australia, focusing on Oracle Cloud Infrastructure and AI services.\nThe partnership aims to speed up cloud and AI adoption among Australian resellers and small and midsize businesses.\nDedicated sales and technical resources from Ingram Micro will support partners in delivering Oracle based cloud and AI solutions.\n\nOracle (NYSE:ORCL) is trading at $119.9, with the stock down 19.3% over the past 30 days and down 38.7% year 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Stock Falls 27% Despite Cloud Growth as Legal and Financing Risks Mount","url":"https://stock-news.laohu8.com/highlight/detail?id=2654204021","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654204021?lang=en_us&edition=fundamental","pubTime":"2026-07-28 08:52","pubTimestamp":1785199950,"startTime":"0","endTime":"0","summary":"TradingKey - Oracle stock has plunged 27% in a month despite strong cloud growth. Here is why legal concerns, financing risks, and key earnings this week matter for ORCL 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Cracks Emerge in AI-related Bonds as Meta, Microsoft Earnings Loom","url":"https://stock-news.laohu8.com/highlight/detail?id=2654025134","media":"Dow Jones","labels":["merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654025134?lang=en_us&edition=fundamental","pubTime":"2026-07-28 05:35","pubTimestamp":1785188100,"startTime":"0","endTime":"0","summary":"'The money has to come from somewhere,' says Bryce Doty at Sit, of pressure heavy AI-debt supply and the rest of the bond marketAI debt has sold off sharply in JulyMore cracks have emerged in the 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Markets Are Rethinking Big Tech’s $1 Trillion+ a Year for AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2654017957","media":"Benzinga Earnings","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654017957?lang=en_us&edition=fundamental","pubTime":"2026-07-27 20:03","pubTimestamp":1785153786,"startTime":"0","endTime":"0","summary":"Big Tech&#39;s AI capex boom is wiping out free cash flow. 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Your AI Data-center Stock Vulnerable to Voter Backlash? Use This 5-part Test to Find Out.","url":"https://stock-news.laohu8.com/highlight/detail?id=2654498012","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654498012?lang=en_us&edition=fundamental","pubTime":"2026-07-27 19:43","pubTimestamp":1785152580,"startTime":"0","endTime":"0","summary":"Anger over soaring electricity bills is separating winning utility stocks from the losersAmerican voters increasingly blame Big Tech's data centers for higher utility bills for homes and 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(ORCL) Is Down 9.0% After Nearly $7 Billion Pentagon Deal - Has The Bull Case Changed?","url":"https://stock-news.laohu8.com/highlight/detail?id=2654062261","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654062261?lang=en_us&edition=fundamental","pubTime":"2026-07-27 04:15","pubTimestamp":1785096937,"startTime":"0","endTime":"0","summary":"Earlier this month, Oracle was awarded a 10-year Indefinite Delivery/Indefinite Quantity contract under the U.S. Department of War’s Enterprise Software Initiative, with a base value of US$3.31 billion over five years and up to US$6.99 billion if all options are exercised, giving authorized defense organizations centralized access to Oracle’s software, SaaS, and services.\nThe agreement consolidates disparate military Oracle licenses into one procurement framework, positioning 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