Oracle and Super Micro Computer closed fiscal 2026 with strong AI-related growth but both face cash flow issues. Oracle's cloud infrastructure revenue surged 93% year-over-year, supported by a massive $638 billion backlog, driving optimistic FY2027 revenue and earnings targets. Supermicro showed improved profitability with a 77.55% EPS beat and a gross margin rise to 17.5%, backed by over $60 billion in new orders, but its cash flow was negative due to working capital demands and ongoing governance reviews. Both companies need significant capital for growth, with Oracle planning to raise $40 billion and Supermicro having raised $9.48 billion in FY2026. Investors see Oracle as a stable AI software play, while Supermicro offers higher growth potential amid governance risks.
President Trump's executive order to separate the combined MMR vaccine into individual shots faces significant regulatory and manufacturing challenges, with FDA approval potentially taking up to 10 years. Merck and GSK, the only licensed producers of...
Corporate America plans to invest $770 billion in AI infrastructure in 2026, but much of the revenue generated is part of a circular financing loop among major tech firms like Microsoft, Nvidia, and Oracle. This loop means the same money is counted m...
Investor Steve Eisman highlights that the future revenue of tech giants like Microsoft, Amazon, Google, and Oracle heavily depends on AI startups OpenAI and Anthropic, which contribute 70% of their AI-related income and up to 35% of cloud revenue. Ei...
Oracle and AWS have expanded their long-term strategic collaboration to accelerate customer migration to Oracle AI Database@AWS, now available in 22 AWS regions globally. They introduced the Oracle Exadata Database Service on Exascale Infrastructure,...
The tech sector saw strong gains led by Dell Technologies, whose AI server business grew by 757%, driving its stock up nearly 10% to $484.49. Other companies like Nokia, Hewlett Packard Enterprise, Resideo Technologies, and Oracle also posted signifi...
