Stock Market Today: Dow, S&P 500, Nasdaq 100 Futures Gain Despite Trump's Threats To Iran—Oracle, CoreWeave, Visa In Focus (UPDATED)

U.S. stock futures rose on Thursday with the Nasdaq 100, S&P 500, and Dow Jones advancing. Middle East tensions escalated following U.S.-Iran military strikes and Trump's warnings. Markets are watching May PPI data and jobless claims. The Fed is expected to hold rates unchanged in June. Key stocks in focus include Oracle (which dropped despite strong earnings), CoreWeave (announcing $3.5B senior notes offering), and Adobe (posting quarterly earnings).

06/11/2026, 8:42 AM • Benzinga

Oracle Wants To Spend Big For AI, Stock Drops

Oracle reported strong Q4 earnings with revenue of $19.18B (beating estimates) and 24% YoY EPS growth to $2.11. However, the stock fell 8.42% after the company announced plans to spend approximately $70 billion in capital expenditures for fiscal 2027 to support AI infrastructure expansion. Despite record RPO of $638B and $67B in new AI infrastructure contracts, investors reacted negatively to the aggressive spending outlook and expected gross margin decline.

06/11/2026, 7:24 AM • Benzinga

IBM Thinks Your Data Is Too Stubborn to Move (and AI Agrees)

IBM is positioning itself to capitalize on 'data gravity'—the tendency of enterprise data to remain stationary once settled. Rather than moving workloads to public clouds, enterprises are increasingly bringing AI capabilities to on-premises data centers due to egress fees, latency, security concerns, and regulatory issues. IBM's hybrid cloud model, featuring Power servers and Z mainframes, targets this shift, while competitors like Oracle, CrowdStrike, and Seagate are also recognizing this trend.

06/11/2026, 7:19 AM • The Motley Fool

Stock Market Today: Dow Jones, S&P 500 Futures Gain Despite Trump's Threats To Iran Amid Stalled Peace Talks—Oracle, CoreWeave, Visa In Focus

U.S. stock futures rose on Thursday with the Nasdaq 100, S&P 500, and Dow Jones advancing. Middle East tensions escalated following U.S.-Iran military strikes and Trump's warnings. Key stocks in focus include Oracle (which dropped despite better-than-expected earnings), CoreWeave (announcing a $3.5B senior notes offering), Oxford Industries (mixed Q1 results), and Adobe (posting quarterly earnings). Markets are awaiting May PPI data and jobless claims reports.

06/11/2026, 5:39 AM • Benzinga

Oracle Just Revealed a Massive $638 Billion Backlog. Here's Why the Stock Fell Anyway.

Oracle reported strong Q4 fiscal 2026 results with 21% revenue growth and a record $638 billion backlog, driven by 93% growth in cloud infrastructure. However, the stock fell 7% after-hours due to concerns about the massive capital expenditure required—$55.7 billion in fiscal 2026 with plans to raise $40 billion more in fiscal 2027. While customer prepayments help offset costs, the backlog heavily depends on large AI contracts like a reported $300 billion OpenAI deal, creating execution and counterparty risk.

06/10/2026, 10:31 PM • The Motley Fool

Why Bloom Energy Stock Plunged Over 10% Today

Bloom Energy stock dropped over 10% after Crusoe Energy paused development of a 1.8 GW data center project in Wyoming where Bloom was set to supply fuel-cell systems. However, utility company Black Hills stated the project remains on track and expects it to begin by early 2028, suggesting the pause may not directly impact Bloom's revenue. The sell-off reflects investor concerns about potential slowdowns in AI spending and data center development.

06/10/2026, 3:16 PM • The Motley Fool

Should You Buy the Bloom Energy Stock Dip?

Bloom Energy stock has surged over 198% in 2026 following strong Q1 earnings showing 130% revenue growth and a return to profitability. However, shares have recently dipped 13% due to profit-taking by short-term traders rather than company-specific issues. While trading at a high forward P/E of 143, long-term investors may view the pullback as an opportunity given the company's growing demand from AI and cloud infrastructure clients.

06/10/2026, 3:15 PM • The Motley Fool

Oracle Earnings Preview: Results to Test If AI Backlog Can Turn Into Cloud Revenue

Oracle will report fiscal Q4 results with investors scrutinizing whether its large AI backlog converts to revenue while maintaining cloud growth. The company faces headwinds from massive capex spending ($50B), negative free cash flow (-$24.7B trailing), and soaring debt ($162B), though OCI cloud revenue is forecast to grow 92%. Stock sentiment remains mixed amid semiconductor sector weakness and concerns about AI spending returns.

06/10/2026, 2:03 PM • Investing

Dow Jones Tumbles Over 1% as Energy-Driven Inflation and Iran Conflict Rattle Markets

Major stock indexes fell over 1% on June 10, 2026, as May's Consumer Price Index rose 4.2% year-over-year (highest since April 2023) with energy prices driving over 60% of inflation. President Trump's threats of military action against Iran triggered a midday selloff. Tech stocks and semiconductors led declines, while Bitcoin unexpectedly rose as a safe haven amid geopolitical uncertainty.

06/10/2026, 1:08 PM • The Motley Fool

Oracle’s $553Bn Backlog May Not Be Enough to Offset FCF Concerns

Oracle's stock dropped 2.8% on June 9, 2026, following Anthropic's release of new AI models, adding to broader SaaS sector concerns. While Oracle's AI backlog surged to $553Bn, analysts remain divided on the company's ability to convert this into revenue amid negative free cash flow and high capex spending. The stock trades at $213.68, down 43% from September 2025 highs, with Q4 earnings expected June 10 to provide crucial guidance on capex and cash flow.

06/10/2026, 9:20 AM • Investing

Stock Market Today: S&P 500, Dow Futures Fall As May Inflation Rises The Most In 37 Months— Autozi Internet, Cracker Barrel In Focus (UPDATED)

U.S. stock futures declined on Wednesday following geopolitical tensions as Trump ordered military strikes against Iran. The S&P 500, Dow Jones, and Nasdaq 100 all fell in premarket trading. Investors await the May CPI release expected to show a 4.2% year-over-year increase. The Fed is projected to hold interest rates steady in June. Several stocks moved notably: Autozi Internet surged 54% on funding news, while Super Micro Computer dropped 8.74% after announcing a $7 billion offering. Casey's and Cracker Barrel beat earnings expectations.

06/10/2026, 8:42 AM • Benzinga

Nvidia’s Ohio Bet Signals a Structural Shift in AI Infrastructure

OpenAI is in talks to lease a proposed 10-gigawatt data center campus in Ohio, with Nvidia reportedly supplying hardware and providing financial guarantees. This deal signals Nvidia's evolution from a chip vendor to a capital partner in AI infrastructure, with implications for long-term revenue visibility. The project, backed by SoftBank's SB Energy, could cost at least $500 billion and would exceed the entire existing Stargate footprint capacity.

06/10/2026, 6:25 AM • Investing

Stock Market Today: S&P 500, Dow Futures Fall As Trump Orders Strikes Against Iran—Autozi Internet, Cracker Barrel In Focus

U.S. stock futures declined on Wednesday following geopolitical tensions after Trump ordered military strikes against Iran. The S&P 500, Dow Jones, and Nasdaq 100 all fell in premarket trading. Investors await the May CPI release expected to show a 4.2% year-over-year increase. Several individual stocks moved significantly: Autozi Internet surged 54% on funding news, while Super Micro Computer dropped 9% after announcing a $7 billion offering. Casey's and Cracker Barrel rose on better-than-expected earnings, while Oracle declined ahead of earnings.

06/10/2026, 4:59 AM • Benzinga

Asset Management Market Surges to $18,071 Billion by 2035 as AI, IoT, and Predictive Maintenance Transform Enterprise Operations | Research by SNS Insider

The global Asset Management Market is projected to grow from $885.92 billion in 2025 to $18,071 billion by 2035, with a CAGR of 35.2%. Growth is driven by AI and IoT integration enabling predictive maintenance, with software dominating at 64% market share and cloud-based deployment leading. North America holds 39% market share, while the U.S. market is expected to grow from $96.69 billion to $677.89 billion by 2035.

06/10/2026, 2:45 AM • GlobeNewswire

Why Bloom Energy Stock Jumped 10% Tuesday Morning But Then Dropped Quickly

Bloom Energy stock surged 10.7% at market open on Tuesday but quickly gave up all gains by afternoon. The spike was driven by speculation that the company could be added to the S&P 500 index, as it now meets all criteria with a $70 billion market cap and recent profitability. Additionally, an analyst upgrade of rival FuelCell Energy validated the fuel cell market opportunity, where Bloom Energy is positioned as the industry leader with strong growth projections and major contracts including a 2.8 gigawatt partnership with Oracle.

06/09/2026, 2:26 PM • The Motley Fool