Oracle, Applovin, and ServiceNow have been big gainers so far this week.

Roughly 80% of Vertiv’s sales are tied to data centers, BNP says.

“We see further upside,” analysts said.

And it’s been the best 12 months for the stock since 1987.

It’s been rough for a growth stocks., especially software. Here’s a Goldman screen of fast-growers outside that particular AI-threatened industry.

The stock is at its highest level in almost five years.

Energy earnings will offset slowdowns elsewhere. But it’s still all about Big Tech.

The stock rose a bit on the announcement.

In a Q&A with Sherwood, commodities analyst Rory Johnston lays out how to better understand the oil market’s situation.

We’re so back.