Oracle's stock has fallen nearly 37% this year due to heavy investments in cloud infrastructure, raising investor concerns about costs and short-term profits. However, the company has a massive $638 billion Remaining Performance Obligations (RPO), a contractually guaranteed future revenue figure that grew 363% in one year, driven by strong demand for AI infrastructure. This backlog supports Oracle's forecasted 34% revenue growth and reduces risk by ensuring capacity is pre-sold. Investors should watch how consistently this backlog converts into actual revenue to validate Oracle's growth potential.
Markets are trading near record highs even as bond yields reach levels not seen since 2007 and energy prices stay high. However, private credit markets are showing signs of stress with record default rates and redemption gates at major funds like Apo...
Nvidia's stock could fall 20% to its 52-week low of $165 if it misses earnings, reflecting growing investor caution in the AI sector. Despite expectations of $91 billion revenue this quarter, concerns about slowing data center growth and competition ...
The surge in AI demand is causing a sharp rise in memory prices, with DRAM and high-bandwidth memory costs soaring up to 90% in early 2026. Nvidia plans to increase server prices by over 15% due to rising memory costs, a trend also seen in consumer t...
Hyperscale cloud companies like Amazon, Alphabet, Microsoft, and Meta are projected to spend $4.1 trillion on AI-related infrastructure from 2026 to 2028, more than triple the previous six years. UBS estimates these firms will reinvest nearly 100% of...
Michael Burry has issued a warning that the rapid growth in AI data centers is fueled by complex financial arrangements like circular financing and off-balance-sheet vehicles, which obscure true leverage and risk, similar to the 2008 financial crisis...
