Oracle reported strong fiscal 2026 results with 17% revenue growth to $67 billion and a 36% net income increase, driven by a 75% surge in its cloud infrastructure segment. Despite a recent 55% stock price drop from its peak, Morgan Stanley raised Oracle's price target to $210, indicating a 36.33% upside. The company is heavily investing in AI infrastructure, temporarily impacting free cash flow, but backed by a $638 billion future revenue backlog. This positions Oracle well for continued growth in the competitive cloud and enterprise tech markets.
Ray Dalio cautions that stocks have limited room for error as rising bond yields narrow the advantage of equities over bonds. He highlights that AI companies are burning cash rapidly, creating liquidity challenges despite strong earnings, with some f...
Jim Cramer emphasized the value of dividend stocks like Home Depot during recent AI stock selloffs, noting that despite his personal dislike for Home Depot, its steady dividends helped stabilize his portfolio. While AI stocks like Oracle and Broadcom...
CoreWeave carries $35.6 billion in debt and has negative free cash flow, but strong demand for its AI computing capacity and pricing power justify continued investment. The company reported a 46% increase in revenue backlog to $104 billion and 112.3%...
Prediction market Kalshi now sees a 75% chance that more than 5,100 artificial intelligence data centers will be planned or operating in the U.S. before 2027, up from 60% two weeks ago. This growth is happening amid increasing public opposition due t...
Oracle's stock is near a 52-week low despite strong quarterly results and a growing cloud backlog valued at $664 billion in remaining performance obligations. The company reported a 29.6% revenue increase and raised its fiscal 2027 EPS guidance, sign...
