Oracle Could See Fiscal Q4 Upside From Restructuring, Strong Tech Infrastructure Spending, Oppenheimer Says

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Market

AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

YahooMay 12, 2026

On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

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Crypto

U.S. CFTC in talks with every major pro sports league on policing prediction markets

CoinDeskMay 12, 2026

U.S. CFTC in talks with every major pro sports league on policing prediction markets

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Tech

OpenAI trial: Nadella says Musk never raised concerns to him about Microsoft investment

CNBCMay 12, 2026

Elon Musk named Microsoft as a defendant in his lawsuit against OpenAI