Oracle is rapidly transforming from a legacy database company into a leading cloud hyperscaler, driven by a massive $638 billion backlog in Remaining Performance Obligations (RPO), up 363% year-over-year. The company secured $67 billion in AI infrastructure contracts in Q4 FY2026, with cloud revenue growing up to 93% quarterly and total cloud sales reaching nearly $10 billion, representing over half of total revenue. Oracle's multicloud AI database service grew 404% in Q4, and management projects FY2027 revenue of $90 billion with continued expansion of its cloud infrastructure. Despite heavy capital expenditure and negative free cash flow this fiscal year, Oracle's prepaid contract model and strong operating cash flow growth support its aggressive buildout, making it a compelling buy as the market undervalues its growth potential.
Oracle's cloud infrastructure revenue more than doubled last quarter, yet its stock price has dropped over 30% this year due to concerns about debt and capital spending. Despite this, Oracle beat revenue and earnings estimates, and raised its fiscal ...
Goldman Sachs upgraded CoreWeave from Neutral to Buy, boosting its stock by 6%. The upgrade comes after a selloff driven by concerns over CoreWeave's heavy debt used to fund its AI-focused data center expansion. Despite debt worries, CoreWeave's oper...
Market volatility surged with the VIX reaching its highest level in four months, driven by inflation fears and geopolitical tensions. AI infrastructure firms like Nebius and CoreWeave face increasing debt default risks, while major tech companies inc...
Bloom Energy shares have risen 157% year-to-date, driven by a major contract supplying fuel cells to Oracle's AI data center project, Project Jupiter. This positions Bloom Energy ahead of competitors in the hydrogen fuel cell sector, as its technolog...
Wednesday's market selloff hit AI stocks unevenly, with companies relying heavily on debt, such as CoreWeave and Nebius, experiencing the steepest declines. Oracle, despite carrying more debt than its peers and having a credit rating just above junk,...
