Oracle Corporation holds a record $553 billion backlog, heavily linked to OpenAI, with much revenue expected only years later. OpenAI's funding needs and missed targets create uncertainty about when this backlog will convert to revenue. Oracle's aggressive AI spending aims to boost growth but pressures free cash flow and may yield returns below market expectations. Revenue growth is expected in the next two quarters due to AI and multicloud demand, though this is largely anticipated by the market. Oracle shares trade at a premium compared to AI infrastructure peers, with common shares seen as having better prospects than preferred shares.
SpaceX recently launched its IPO, raising $75 billion and reaching a market cap over $2.1 trillion. This major event could trigger a wave of tech IPOs from companies like Anthropic, OpenAI, Anduril, Databricks, and Stripe. Anthropic and OpenAI have f...
Micron Technology's stock has surged over 760% in a year, driven by AI demand boosting its memory business, but its high margins and capital spending signal a peak cycle risk. In contrast, Oracle reported record cloud revenue growth and backlog, with...
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'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 sharehol...
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...
