The US equity market is the most expensive it has ever been. After two years of blockbuster gains, most counters appear to be trading at all-time highs, leaving value investors with no option but to stay in cash. The eye-watering valuations have come against the backdrop of an artificial intelligence-driven rally.

Oracle Corporation stock price is soaring, fueled by excitement over a transformative initiative in artificial intelligence infrastructure.

Oracle Corporation (NYSE:ORCL) shares are trading higher premarket on Wednesday. On Tuesday, the company disclosed new AI agents and generative AI features in Oracle Fusion Cloud Sales to enhance sales engagement and streamline processes.

Experts have indicated that common workarounds, such as VPNs, may not be effective due to the app's ability to detect user locations through geolocation data.

In a report released today, Patrick Walravens from JMP Securities maintained a Buy rating on Oracle (ORCL – Research Report), with a price

Oracle on Tuesday released a new set of artificial intelligence agents to help salespeople with a range of tasks around dealing with customers.

UBS shared insights into the cloud segments of major tech companies ahead of their fourth-quarter earnings calls. The firm's analysis, based on conversations with over 20 customers and partners, indicates a modest improvement in cloud infrastructure spending.

In addition to Trump, you can guarantee that virtually every tech company will mention AI revenue and spending. According to Jefferies analyst Brent Thill, Microsoft should report improved AI consumption and continued spending, something investors have been hoping for as the company works to meet customer demand for AI infrastructure.

Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock.

With ecosystem partners like Shopify, Meta and Google, Global-E Online continues to charge higher with another breakout near.

Microsoft CEO Satya Nadella reaffirmed Microsoft's $80 billion annual AI investment in response to Elon Musk's skepticism about Project Stargate's $100 billion funding potential, emphasizing the venture's significance for AI development and U.