The Hormuz Reopening Trade: These 20 Large-Cap Stocks Still Haven't Caught Up To Pre-War Levels

Following President Trump's announcement of a U.S.-Iran peace deal and the reopening of the Strait of Hormuz, oil prices plunged 5.4% to $80/barrel. However, 20 large-cap stocks worth over $100 billion remain trading 15-24% below their pre-war levels from February 27, 2026. The laggards span consumer staples, healthcare, software, and mining sectors, with weakness extending beyond the war premium as these companies face ongoing margin pressures from higher energy costs.

06/15/2026, 11:29 AM • Benzinga

Stock Market Today, June 11: Oracle Falls After AI Spending Guidance Sparks Cash Flow Concerns

Oracle's stock fell 8.48% despite beating Q4 earnings expectations and guiding for 34% sales growth in 2027. The decline was triggered by the company's announcement of massive AI-related capital spending of $70 billion in net cash for 2027, significantly exceeding its $32 billion in annual operating cash flow. Oracle plans to raise $40 billion through debt and equity offerings to fund this gap, raising concerns about shareholder dilution and negative free cash flow.

06/11/2026, 5:09 PM • The Motley Fool

S&P 500 Rebound Looks Fragile as Chip Strength Masks Thin Breadth

U.S. equities rebounded Thursday driven by semiconductor strength, with Intel, Applied Materials, and Arm Holdings surging on AI chip demand. However, gains were narrow and fragile, masked by weak breadth as small-caps declined and Oracle tumbled on disappointing cloud revenue guidance. Hot inflation data (4.2% CPI, 6.5% PPI) reinforced expectations for Fed rate hikes, keeping the Russell 2000 under pressure and limiting broader market participation.

06/11/2026, 1:36 PM • Investing

Chips Lead Nasdaq 100 Rebound, Oracle Sinks 11%: Stock Market Today

The Nasdaq 100 rose 1.1% on Thursday, led by semiconductor equipment makers rallying on positive analyst upgrades and AI data-center demand outlook. However, Oracle plunged 11.6% despite record earnings, citing a $40 billion financing plan and 162% increase in capital spending for AI infrastructure. Software stocks broadly declined while small caps and chip-related equities outperformed.

06/11/2026, 1:14 PM • Benzinga

The AI Trade Nobody Is Making Right Now -- and Why It Could Be 2026's Best Opportunity

ServiceNow and Salesforce are positioned as underrated AI plays in the SaaS sector. ServiceNow's AI Control Tower addresses the need for governance and monitoring of agentic AI agents, with AI commitments expected to hit $1.5 billion (50% increase). Salesforce has made strategic moves through Data 360 and the Informatica acquisition to become a key platform for AI agents, though Agentforce revenue is still small but growing.

06/10/2026, 7:30 PM • The Motley Fool

S&P 500 Selloff Shows Inflation Risk Is Still Capping Equity Multiples

The S&P 500 declined 0.88% as May's Consumer Price Index showed headline inflation accelerating to 4.2%, the fastest pace in three years, driven primarily by energy costs. While core inflation remained moderate at 2.9%, the market rotated away from large-cap technology stocks toward defensive sectors and small-caps. Oil prices fell despite U.S.-Iran military exchanges, suggesting contained geopolitical risk. The Federal Reserve faces pressure to potentially raise rates, with markets pricing in a 25-basis-point hike by December.

06/10/2026, 1:38 PM • Investing

Flosum Outlines Agentic DevOps Approach as Enterprises Scale Salesforce Agentforce

Flosum, an enterprise DevSecOps platform for Salesforce, has unveiled its Agentic DevOps approach to help enterprises safely deploy and govern Salesforce Agentforce at scale. The solution addresses deployment complexity, goal-driven release management, and compliance enforcement for autonomous agents. Flosum will showcase its capabilities at Salesforce World Tour London on June 18, highlighting customer success stories including Cushman & Wakefield's 3x improvement in deployment velocity.

06/09/2026, 8:00 AM • Benzinga

These Stocks Are About to Cash In on Anthropic's Upcoming IPO

Anthropic, valued at $965 billion, is preparing for an IPO after raising $65 billion and demonstrating strong profitability with $10.9 billion in expected Q2 revenue. Several major tech companies that invested in Anthropic stand to benefit significantly from the IPO, with Amazon and Alphabet being the largest stakeholders, while Zoom and Salesforce may see proportionally larger gains relative to their market caps.

06/06/2026, 1:25 AM • The Motley Fool

Deal Dispatch: Jasper Therapeutics For Sale, RobinHood Completes $180 Million WonderFi Acquisition, Long John Silver's Franchisee To Liquidate

Multiple M&A transactions and strategic reviews dominated the deal landscape. Jasper Therapeutics is exploring a sale or merger, Robinhood completed its $180 million acquisition of Canadian crypto platform WonderFi, Salesforce acquired Contentful, and Wellington Management purchased The Hartford Funds for $1.9 billion. Meanwhile, several companies including Long John Silver's franchisee and Please & Thank You filed for bankruptcy.

06/05/2026, 1:14 PM • Benzinga

2 Software Stocks to Buy Before the Anthropic IPO

Anthropic, the developer of Claude AI models, has filed for an IPO after raising $65 billion. Rather than waiting for the IPO, investors can gain exposure to Anthropic's growth through Salesforce and Zoom, which hold significant equity stakes and have integrated Claude into their core platforms. Both companies benefit from Anthropic's advancements through improved product capabilities, stronger user engagement, and opportunities to upsell premium features.

06/05/2026, 3:28 AM • The Motley Fool

SaaS Stocks Just Took Off. Is It Time to Chase the Rally or Take Profits?

SaaS stocks are experiencing a significant rally, with software companies showing strong performance. The article discusses whether investors should continue riding this momentum or take profits, highlighting a market rotation in the tech sector as we move through 2026.

06/04/2026, 2:17 PM • The Motley Fool

Salesforce vs. Braze: Which Technology Stock Is a Better Buy in 2026?

The article compares Salesforce and Braze as investment options for 2026. Salesforce offers established market dominance with $41.5B in revenue, 18% net margins, and strong free cash flow of $14.4B, making it suitable for conservative investors. Braze presents a higher-growth alternative with 24.4% revenue growth but remains unprofitable with a -17.8% net margin, appealing to aggressive investors willing to accept volatility. Salesforce trades at a more attractive Forward P/E of 14.3x versus Braze's 37.9x, though Braze has a lower P/S ratio of 3.7x.

06/03/2026, 3:26 PM • The Motley Fool

Flosum Updates Backup & Archive Solution for Salesforce with Legal Hold, Flexible Retention, and Faster Recovery

Flosum announced a comprehensive update to its Backup & Archive solution for Salesforce, delivering 60% faster restore times, reduced RPO/RTO metrics, legal hold controls, multi-language support, and enhanced retention policies. The update is available at no additional cost to existing customers and addresses growing regulatory and compliance requirements for enterprise Salesforce data management.

06/03/2026, 2:15 PM • Benzinga

Is UiPath Stock a Buy as Revenue Accelerates?

UiPath reported solid Q1 results with 17% revenue growth to $418.4M and raised full-year guidance, driven by strong momentum in agentic AI orchestration. However, the company issued conservative Q2 guidance due to currency headwinds. While the stock trades at a cheap valuation (3.5x forward P/S), meaningful ARR growth acceleration is needed for significant upside, and UiPath faces competition in the emerging agentic AI market.

06/03/2026, 11:15 AM • The Motley Fool

Wall Street Dumped This Magnificent ETF, but It's Making a Roaring Comeback With a 40% Gain Since April 10

The iShares Expanded Tech-Software Sector ETF (IGV) has rebounded 40% from its April 10 low after Wall Street initially feared AI would disrupt the software industry. Recent earnings reports from major software companies like ServiceNow, Atlassian, and Salesforce show accelerating revenue growth, suggesting AI concerns were overblown. The ETF holds 111 stocks and has historically outperformed the S&P 500 since its 2001 inception.

06/03/2026, 1:07 AM • The Motley Fool