Earnings

Oracle's earnings address AI spending bear cases, yet the stock still falls

Fears about AI spending have shadowed enterprise software names heading into this earnings season. Oracle's latest results appear to have moved against that current: an analyst said that several of the com

By Selene Vasquez · 2 min read

The Front Page
EARNINGSOracle's earnings address AI spending bear cases, yet the stock still fallsSeptember 12, 2026/MACROVinFast names Pham Nhat Quan Anh as global chief executiveSeptember 12, 2026/MACROSaudi authorities place Sharurah under early warningSeptember 12, 2026/ENERGYFalling oil helped stocks rebound on Friday, but the Federal Reserve meeting is the next testSeptember 11, 2026/SMCISuper Micro Computer posts $39.1 billion fiscal 2026 revenue and record order book on AI infrastructure demandSeptember 11, 2026/FLUXFlux Power COO Jeff Mason to exit September 25 as separation terms surfaceSeptember 11, 2026/WORLD9/11 families press Trump on Saudi files as civil case clears a key legal thresholdSeptember 11, 2026/DEALSRFG Advisory oversees RIA merger to form $750M WFA Volare as consolidation builds across the independent channelSeptember 11, 2026/EARNINGSOracle's earnings address AI spending bear cases, yet the stock still fallsSeptember 12, 2026/MACROVinFast names Pham Nhat Quan Anh as global chief executiveSeptember 12, 2026/MACROSaudi authorities place Sharurah under early warningSeptember 12, 2026/ENERGYFalling oil helped stocks rebound on Friday, but the Federal Reserve meeting is the next testSeptember 11, 2026/SMCISuper Micro Computer posts $39.1 billion fiscal 2026 revenue and record order book on AI infrastructure demandSeptember 11, 2026/FLUXFlux Power COO Jeff Mason to exit September 25 as separation terms surfaceSeptember 11, 2026/WORLD9/11 families press Trump on Saudi files as civil case clears a key legal thresholdSeptember 11, 2026/DEALSRFG Advisory oversees RIA merger to form $750M WFA Volare as consolidation builds across the independent channelSeptember 11, 2026/
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Deals

Super Micro Computer posts $39.1 billion fiscal 2026 revenue and record order book on AI infrastructure demand

Against the backdrop of an accelerating capex cycle in AI infrastructure, order volumes at server and systems vendors have stretched to record lengths. Super Micro Computer (SMCI) reported f

September 11, 2026 · 2 min

Regulatory

Flux Power COO Jeff Mason to exit September 25 as separation terms surface

Executive transitions at smaller Nasdaq industrials seldom move markets on their own, but the terms attached to a departure can signal more than the headline. Flux Power Holdings, Inc. (Nasdaq: FLUX), the Vista, California…

September 11, 2026 · 2 min

World

9/11 families press Trump on Saudi files as civil case clears a key legal threshold

Twenty-five years after the September 11 attacks, the question of sovereign accountability around Saudi Arabia's alleged role has returned to Washington's front burner. Families of those killed gathered at the Ground Zero…

September 11, 2026 · 2 min

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