Oracle PR: 10b5-1 cancelled; no stock sold; no other sale plans. Up to 50M shares; $7.5B is CNBC mark-to-market, not...

Reuters: talks; raise as much as $100B / about $2T (two sources); Nvidia up to $10B (one source); plans fluid;...

Summer 2026 CapEx guides, top-three cloud share near two thirds, and chip and index concentration show power clustering at the...

Yahoo closes: CIEN $349.54 (+4.48%), ANET $199.59 (+5.61%), CSCO $112.13 (+4.36%); no single-name announcement.

CNBC cash close $150.28 (-1.74%); OHLC 164.43 / 166.00 / 149.84; high was not the close; morning rise did not...

CNBC close $567.29 (+11.98%); session high $567.75; RBC Outperform/$640; $95B server backlog; Q2 AI-server sales about $16.4B.

CNBC 3:10 p.m. EDT: HPE $61.19 +10.80%; high $61.84 not last; Oracle call CapEx $90 billion to $95 billion (Maxson);...

CNBC last about $249.49 +0.27%; open/high/low $242.17 / $251.00 / $241.51; PM about -4%; continuum vs soft-guide after hours.

Q3 rev $6.76B vs $6.70B; adj EPS $6.13 vs $6.09; Q4 guide $6.80-$6.85B midpoint soft vs Street $6.85B; Reuters AH...

Completed Sep. 10; more than 30,000 companies; Fin model suite; 76% average resolution rate is a company claim; Agentforce and...