Oracle's stock dropped about 10% after its fiscal Q4 FY26 earnings report, mainly due to concerns over its large FY27 capital expenditure forecast of $90-95 billion, which will require $40 billion in new debt and equity, potentially diluting shareholders. However, the company's backlog surged 363% year-over-year to $638 billion, surpassing all hyperscalers, and its cloud infrastructure revenue is accelerating with a projected 120% growth to $34 billion by FY27. Oracle's total cloud revenue is expected to grow 58-64% year-over-year in Q1, showing strong momentum. The stock remains attractively valued at 22.9 times forward PE, expected to compress to 12 times by FY29, with analysts projecting a 38.5% upside potential. This suggests that despite near-term concerns, Oracle is investing heavily to convert its backlog and drive long-term growth.
AMD shares rose 5% following Citi's upgrade from Neutral to Buy and a price target increase to $575, highlighting underestimated GPU growth amid AI demand. AMD reported strong Q1 2026 results with 38% revenue growth and robust data center sales, driv...
Oracle Corporation's stock fell nearly 10% following earnings, driven by worries over gross margins and aggressive capital expenditures, despite robust growth in its cloud infrastructure. The company's performance is closely linked to OpenAI, with $3...
In 2026, five major tech companies—Alphabet, Amazon, Meta, Microsoft, and Oracle—have issued $159 billion in bonds, surpassing their total debt from 2020-2024. This surge funds massive investments in AI infrastructure like data centers and advanced p...
Oracle's shares fell almost 9% following its quarterly report and announcement of plans to raise $40 billion in 2027 to fund AI infrastructure expansion. Despite investor concerns over increased debt and dilution, Oppenheimer maintains a bullish outl...
The S&P 500 surged 1.75% to 7,394.30 following President Trump's announcement of a nearing peace deal with Iran, which eased fears of conflict and led to lower oil prices. Semiconductor stocks rebounded strongly, supporting the rally, although some t...
