Virtual Machine Market Projected to Hit USD 53.52 Billion by 2035 as AI, Cloud Computing, and Hybrid IT Infrastructure Drive Adoption | SNS Insider

The global virtual machine market is expected to grow from USD 13.70 billion in 2025 to USD 53.52 billion by 2035, with a CAGR of 14.6%. Growth is driven by increasing adoption of AI, cloud computing, hybrid IT infrastructure, and edge computing. North America leads with 38% market share, while Asia Pacific is the fastest-growing region at 15.7% CAGR. Large enterprises currently dominate, but SMEs are expected to show the fastest growth.

07/03/2026, 5:42 AM • GlobeNewswire

Here's Why GE Vernova Stock Soared Last Month

GE Vernova stock rose 21.3% in June driven by increased AI infrastructure spending announcements from major hyperscalers. Oracle announced plans to increase capital spending to $90-95 billion in fiscal 2027, while Alphabet announced an $80 billion equity raise for AI infrastructure. These developments support higher long-term earnings forecasts for GE Vernova's gas turbines and electrification equipment used in AI data centers. The company's $163 billion backlog is expected to reach $200 billion by 2027.

07/02/2026, 10:10 AM • The Motley Fool

This AI Infrastructure Company Has a $638 Billion Backlog and Is Trading Near an 18-Month Low

Oracle has accumulated a $638 billion backlog in AI infrastructure contracts, primarily from OpenAI ($300B), Meta, and SpaceX, positioning it as a major beneficiary of the AI boom. However, the stock has fallen 55% from its 52-week high due to concerns about whether customers can fulfill their obligations and whether Oracle can deliver on orders without severely straining its finances. Despite heavy capex spending and negative free cash flow, Oracle trades at attractive valuations with 21% YoY revenue growth, presenting a potential buying opportunity if execution succeeds.

07/02/2026, 7:37 AM • The Motley Fool

These 3 Stocks Were Once Hot Buys. Now They're Down More Than 50% From Their Highs. Can They Bounce Back?

Three previously popular tech stocks—ServiceNow, MicroStrategy, and Oracle—have experienced significant declines this year. ServiceNow (down 36%) faces AI disruption concerns but shows strong fundamentals; MicroStrategy (down 44%) is heavily dependent on Bitcoin volatility; Oracle (down 25%) struggles with rising debt loads and interest expenses despite strong cloud growth projections.

06/30/2026, 2:10 PM • The Motley Fool

Up 275% This Year: Is It Too Late to Buy Bloom Energy Stock?

Bloom Energy stock has surged 275% in 2026 as AI data centers drive demand for its fuel cell power systems. Major customers like Oracle and partnerships with Brookfield Asset Management validate the technology, with strong Q1 financials showing 130% revenue growth. However, the stock's rich 38x sales valuation, customer concentration risk, and sharp rally suggest investors should build positions gradually rather than buy aggressively.

06/29/2026, 9:30 AM • The Motley Fool

OpenAI Just Signaled It Might Delay Its IPO. AI Stocks Are Tumbling. Is the Bubble Bursting?

Reports that OpenAI is considering delaying its IPO until 2027 to achieve a $1 trillion valuation sparked a selloff in AI and chip stocks. OpenAI's $600 billion computing capacity commitments underpin much of the AI industry's expected demand, so hesitation to go public raises questions about the durability of AI spending. However, signed deals and strong recent chip demand suggest the AI build-out still has momentum, though valuations leave little room for error if spending slows.

06/26/2026, 3:03 PM • The Motley Fool

SpaceX (SPCX) Is Down 31% From Its High and Is Now Borrowing $25 Billion. Should Investors Be Worried?

SpaceX stock has fallen 31% from its $225 peak to $154 following its June IPO, and the company is now borrowing $25 billion despite raising $85.7 billion. The article raises concerns about SpaceX's steep $2 trillion valuation (price-to-sales ratio of 77), current unprofitability, heavy AI spending, and capital-intensive operations. The author recommends waiting for a much lower price before investing, citing the speculative nature of the investment and leadership concerns.

06/25/2026, 8:30 AM • The Motley Fool

Earnings Growth Today but at What Cost?

While S&P 500 earnings are expected to grow over 20% for a second consecutive quarter, the growth is concentrated in semiconductor and AI infrastructure companies. However, analysts warn of a 'golden window' that may not last. Hyperscalers (Meta, Microsoft, Alphabet, Amazon, Oracle) are capitalizing expenses as assets, deferring costs through depreciation, creating a $549 billion gap between 2026 capex ($760B) and depreciation ($211B). This accounting timing advantage will eventually reverse, potentially pressuring future margins. Additionally, SK Hynix announced a $29.4 billion US listing, adding to equity supply concerns in an already elevated valuation environment.

06/25/2026, 5:35 AM • Investing

Cloud Discovery Market Size to Surpass $9.77 Billion by 2035 as Multi-Cloud Adoption and Shadow IT Challenges Drive Enterprise Demand | Report by SNS Insider

The global cloud discovery market is projected to grow from $1.92 billion in 2025 to $9.77 billion by 2035 at a CAGR of 17.24%. Growth is driven by multi-cloud complexity, shadow IT risks, and regulatory requirements. North America leads with 43% market share, while Asia-Pacific is the fastest-growing region. Public cloud and security/compliance applications dominate current segments.

06/25/2026, 4:44 AM • GlobeNewswire

Can Oracle Become a $1 Trillion Company?

Oracle's path to a $1 trillion valuation hinges on its booming cloud infrastructure segment, which grew 93% year-over-year and now represents 30% of revenue. The company is aggressively investing $70 billion in AI infrastructure and laid off 13% of its workforce to fund this strategy. However, Oracle's $638 billion in remaining performance obligations—including a $300 billion OpenAI contract—faces significant risk, as OpenAI is currently unprofitable and burning cash at unsustainable rates, raising questions about its ability to fulfill the agreement.

06/25/2026, 3:30 AM • The Motley Fool

This AI Infrastructure Stock Is Up 14X in the Last Year (Hint: It's Not Micron)

Bloom Energy, a fuel cell company, has surged over 1,400% in the past year by positioning itself as a key power solution provider for AI data centers. Despite trading at a rich 170x forward earnings valuation, analysts project rapid earnings growth with sales expected to grow 84.3% and 72.6% in 2026 and 2027 respectively, driven by partnerships with major players like Oracle.

06/24/2026, 4:05 PM • The Motley Fool

Oracle’s Sell-Off Looks More Like a Mispricing Than a Warning

Oracle's recent stock sell-off is viewed as an overreaction to SaaS disruption and debt concerns, despite the company's strong position as a blue-chip AI infrastructure player with a trillion-dollar backlog. Trading at only 22X current-year earnings with potential P/E ratios falling to 8X within four years, analysts see significant upside potential of 50-500% as backlog converts to revenue. The stock is expected to rebound near-term with catalysts including Q1 2027 earnings in September and Oracle's AI World conference in October.

06/24/2026, 12:30 PM • Investing

Is It Too Late to Buy Bloom Energy Stock After Its 1,410% Gain?

Bloom Energy stock has surged 1,410% over the past year, driven by AI data center power demands. The company secured a major partnership with Oracle for 2.8 GW of fuel cell systems and raised 2026 revenue guidance to $3.4-3.8 billion. However, the stock trades at a steep premium (37x trailing sales vs. 3.2x historical average, 169x forward earnings), suggesting growth expectations are already priced in. Analysts recommend waiting for a pullback before buying.

06/24/2026, 12:05 PM • The Motley Fool

Pharmacovigilance Automation Market Size to Reach USD 5.25 Billion by 2035 | SNS Insider

The global Pharmacovigilance Automation Market is expected to grow at a CAGR of 6.50% from 2025 to 2035, driven by increasing AI adoption, stringent drug safety regulations, and rising adverse event reporting volumes. North America leads with 38.60% market share, while Europe shows the fastest growth at 18.9% CAGR. Software solutions dominate with 72.40% market share, and pharmaceutical companies account for 58.60% of end-user demand.

06/24/2026, 4:30 AM • GlobeNewswire

Oracle’s Massive AI Spending Spree Didn’t Save 21,000 Jobs

Oracle cut 21,000 employees (13% of workforce) in fiscal 2026 despite massive AI infrastructure investments and a record $638 billion contract backlog. The company spent $55.7 billion on capital expenditures, pushing free cash flow to negative $23.7 billion. Management plans to raise $40 billion more in debt and equity, using workforce reductions to free cash for GPU purchases and data center construction.

06/23/2026, 9:43 AM • Investing