Oracle earnings will show whether its expensive AI bet is starting to pay off

Oracle’s $300 billion deal with OpenAI established it as a major player in AI cloud computing alongside Amazon, Google and Microsoft.
Warsh to meet Tillis as Senate confirmation remains blocked

Sen. Thom Tillis, R-N.C., has refused to advance Warsh’s confirmation until a probe into Fed Chair Jerome Powell is dropped.
This cybersecurity stock is positioned to capitalize on AI tailwinds, says Morgan Stanley

The bank upgraded the cybersecurity stock to overweight from equal weight.
Bill Ackman’s Pershing Square files for IPO on the NYSE

The planned listing would give public investors a stake in Ackman’s investment platform, which oversees a concentrated portfolio of large-cap companies
Lego keeps beating the toy industry. Its secret weapon is not what you’d expect

Lego on Tuesday reported a 12% jump in revenue for fiscal year 2025 and reported consumer sales that far outpace the broader toy industry.
Jim Cramer says don’t make any sudden stocks moves on Trump-fueled rally

CNBC’s Jim Cramer said the stock market isn’t in the clear yet despite President Trump’s remarks that the war with Iran may be nearing an end.
Volkswagen flags a tough year ahead as 2025 profit halves on tariffs, China competition

Volkswagen reported a more than 50% drop in annual operating profit, citing the impact of U.S. tariffs, currency effects and a strategic shift at Porsche.
Kevin Mandia sold his cybersecurity company to Google in 2022. He has a fresh $190 million for a new venture

Mandiant founder Kevin Mandia is staying in cybersecurity after selling his prior company to Google, but now he’s focused on AI.
Oil was last above $100 back in 2022. These were the best and worst stocks to own during that stretch

A handful of stocks put on a standout performance the last time oil prices surged over $100 a barrel.
Stellantis taps Toyota, Bosch suppliers for hybrid technologies for new Jeeps

Jeep maker Stellantis is leaning on technologies from automotive suppliers for its newest hybrid vehicles, CNBC has learned.