Top insights from the latest market news from Wednesday, April 29, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.

Is Oracle Undervalued as Cloud Growth Accelerates?

09:00am, Wednesday, 29'th Apr 2026
Oracle's NYSE: ORCL market is disconnected from reality, but starting to catch on. The stock was punished like an emergent tech start-up with no revenue or hope for profits because of its debt, but th
April 28 brought the revelation that OpenAI has failed to meet its own internal targets in terms of accumulating new users and increasing its revenue. Furthermore, the same Wall Street Journal article
For the last two years, investors have focused almost entirely on AI semiconductors.
Four companies at the center of the AI boom -- Alphabet, Amazon, Meta Platforms, and Microsoft -- will report earnings after the market closes. Federal Reserve Chair Jerome Powell will discuss the eco
Wall Street is validating Bloom's ‘vision,' and AI accelerating it, CEO says.
Reports on Tuesday morning that OpenAI missed internal goals on user targets and revenue have rattled the AI infrastructure complex.
4:15pm: Stocks close lower Wall Street lost momentum on Tuesday, with the Dow, S&P 500 and Nasdaq all closing lower as weakness in chip stocks weighed...
AMZN's AWS growth, AI partnerships and $244B backlog set the stage for Q1, but heavy AI spending may pressure margins ahead of earnings.
Oracle is rated a buy, down from strong buy, reflecting high CapEx needs and updated scoring model adjustments. Q3 revenues grew 22% to $17.2B, with cloud sales up 44% and AI infrastructure revenues s

OpenAI Report Sends Oracle, AI Stocks Spiraling

10:30am, Tuesday, 28'th Apr 2026
Oracle Corp (NYSE:ORCL) stock is near the bottom of the New York Stock Exchange (NYSE), last seen down 3.2% to trade at $167.35.
Oracle (ORCL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Bloom Energy Corp (NYSE:BE) shares are trading flat Tuesday morning, pausing after a Monday after-hours jump. Traders are digesting news of a massive data-center power win tied to Oracle Corp's (NYSE:
OpenAI spokesperson Steve Sharpe called the Journal's report “clickbait” in a statement to Forbes. Sharpe said OpenAI's business is “firing on all cylinders,” adding its consumer strength is s
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), Oracle Corp (NYSE:ORCL, XETRA:ORC) and much of the semiconductor sector came under pressure after concerns over OpenAI's growth cast doubt on demand for AI infra
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