Oracle has shifted from a slow cloud adopter to a leading AI infrastructure builder, with Q3 FY2026 IaaS revenue jumping 84% to $4.888 billion and a $553 billion backlog in performance obligations. The company aims for $90 billion revenue in FY2027, driven by its multicloud strategy and AI investments. Despite strong growth, risks include high capital spending, negative free cash flow, and rising debt, which could challenge execution if market conditions worsen. Investors should consider position sizing carefully after recent stock volatility.
Oracle is expected to report strong FQ4 results driven by accelerating AI cloud growth and significant cost reductions, including up to 18% workforce cuts. The company’s Cloud Services aim for 46–50% year-over-year growth, with a robust backlog of $5...
Fidelity is steering away from bonds issued by major tech companies like Amazon, Alphabet, Meta, Microsoft, and Oracle, which are raising hundreds of billions to fund AI infrastructure. Despite strong credit ratings, these bonds offer minimal yield p...
Jim Cramer warned that rising interest rates, high oil prices, and a surge of AI-related stock offerings, including the upcoming SpaceX IPO, could continue to pressure the stock market. He noted that investors might struggle to push markets higher as...
The Nasdaq dropped 4.1% on Friday, wiping out nearly a month of gains amid a tech stock selloff that also dragged the S&P 500 down 2.6%, ending its nine-week winning streak. Major tech companies like Intel, Oracle, and Nvidia saw significant declines...
New analysis from TS Lombard predicts that the US will invest about 2% of its GDP in artificial intelligence and data center infrastructure in 2026, totaling up to $800 billion. This investment surpasses that of any other country and is comparable to...
