Oracle's shares have dropped over 40% in the past year, but the company closed Q4 FY2026 with a massive $638 billion in Remaining Performance Obligations (RPO), up 363% year-over-year. These multi-year contracts, driven by AI workloads from clients like OpenAI and Meta, provide strong revenue visibility, with $76 billion expected to convert to revenue in the next 12 months. Oracle's cloud infrastructure revenue grew 93% year-over-year, and the company expects 58-64% cloud revenue growth in Q1 FY2027. Valuation metrics are reasonable, and the company pays a quarterly dividend while generating strong cash flow and return on equity. Risks include negative free cash flow and large pledged shares by Larry Ellison, but prepaid contracts mitigate capital risk. Analysts largely rate Oracle as a buy with a consensus target price of $247.17.
Fastly's stock surged 21% to $27.69 following a delayed market reaction to its strong Q2 2026 earnings report, which beat revenue and EPS estimates. The company reported $183.3 million in revenue, up 23.3% year-over-year, and raised its full-year rev...
Dr. Michael Burry has taken bearish positions against several AI-related stocks like Palantir, Tesla, and Caterpillar, citing overvaluation concerns. However, these stocks have shown strong recovery and remain volatile, making timing critical for his...
Tech companies are cutting thousands of jobs as AI reshapes the industry, with layoffs reaching near-record highs. Oracle cut 21,000 jobs, Microsoft 4,800, and Cisco 4,000, reflecting a shift from labor to AI-driven automation and infrastructure inve...
The current equity rally driven by AI enthusiasm is supported by increasing debt and credit market stress, resembling past bubbles from 1999 and 2007. Major tech companies like Oracle face risks due to heavy capital expenditures, rising debt, and dep...
UBS lowered Oracle's price target from $285 to $245 due to concerns over rising AI infrastructure costs, credit market tightness, and Oracle's exposure to OpenAI. Despite these risks, UBS maintained a Buy rating, noting that some worries, like delays...
