Oracle's connection to OpenAI, with about 47% of its remaining performance obligation linked to the AI firm, has shifted investor sentiment positively. Despite concerns over a $70 billion capital expenditure plan for fiscal 2027 and local resistance to data center expansions, Oracle added significant capacity in FY26 and expects more in Q1 FY27. The company faces margin pressure due to rapid cloud infrastructure growth and slower SaaS business expansion. The analyst upgraded Oracle to a speculative buy, holding a small position ahead of upcoming earnings, reflecting cautious optimism amid execution risks and growth potential tied to AI developments.
Oracle's cloud infrastructure revenue more than doubled last quarter, yet its stock price has dropped over 30% this year due to concerns about debt and capital spending. Despite this, Oracle beat revenue and earnings estimates, and raised its fiscal ...
Goldman Sachs upgraded CoreWeave from Neutral to Buy, boosting its stock by 6%. The upgrade comes after a selloff driven by concerns over CoreWeave's heavy debt used to fund its AI-focused data center expansion. Despite debt worries, CoreWeave's oper...
Market volatility surged with the VIX reaching its highest level in four months, driven by inflation fears and geopolitical tensions. AI infrastructure firms like Nebius and CoreWeave face increasing debt default risks, while major tech companies inc...
Bloom Energy shares have risen 157% year-to-date, driven by a major contract supplying fuel cells to Oracle's AI data center project, Project Jupiter. This positions Bloom Energy ahead of competitors in the hydrogen fuel cell sector, as its technolog...
Wednesday's market selloff hit AI stocks unevenly, with companies relying heavily on debt, such as CoreWeave and Nebius, experiencing the steepest declines. Oracle, despite carrying more debt than its peers and having a credit rating just above junk,...
