Oracle shares have dropped 27.1% year to date due to massive capital expenditures for AI infrastructure and worries about customer concentration. The company is transforming into a hyperscale AI cloud operator, with cloud sales now over half of revenue and a backlog up 363% year over year. Analysts remain bullish, expecting $90 billion revenue in FY2027 and strong growth through 2030, but the stock faces risks from cash burn, debt, and possible contract renegotiations. The upcoming earnings report will be key to validating Oracle's AI pivot and financial outlook.
Defined-maturity bond ETFs like iShares iBonds Dec 2026 (IBDR), Invesco BulletShares 2028 (BSCS), and iShares iBonds Dec 2031 Treasury (IBTL) provide investors a way to lock in yields close to 5% by holding bonds that mature on fixed dates. Unlike tr...
Oracle Health has introduced new AI features for its Clinical AI Agent in the US that automate professional fee coding, enable real-time dictation into clinical notes, and enhance chart review by highlighting relevant patient information. These tools...
CoreWeave's stock fell 7% as rising 10-year Treasury yields increased the cost of its significant debt, affecting its valuation despite strong revenue growth and backlog. The company carries a heavy debt load with high interest expenses, making it se...
Oracle and Amazon both reported significant cash flow deficits due to massive investments in AI infrastructure, with Oracle's FY2026 CapEx at $55.66 billion and Amazon's Q2 CapEx at $54.21 billion. Oracle's free cash flow was negative $23.69 billion,...
Steve Eisman, known for his bearish stance before the 2008 housing crash, now highlights a new risk in the AI sector: a potential price war driven by affordable Chinese AI models challenging leaders like OpenAI and Anthropic. While these US-based AI ...
