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.
CoreWeave's stock fell 7% as rising 10-year Treasury yields increased the cost of its significant debt, affecting its valuation despite strong revenue growth and backlog. The company carries a heavy debt load with high interest expenses, making it se...
Oracle and Amazon both reported significant cash flow deficits due to massive investments in AI infrastructure, with Oracle's FY2026 CapEx at $55.66 billion and Amazon's Q2 CapEx at $54.21 billion. Oracle's free cash flow was negative $23.69 billion,...
Steve Eisman, known for his bearish stance before the 2008 housing crash, now highlights a new risk in the AI sector: a potential price war driven by affordable Chinese AI models challenging leaders like OpenAI and Anthropic. While these US-based AI ...
Bridgewater Associates, led by Ray Dalio, disclosed a $24.4 billion stock portfolio as of June 30, 2026, with a strong focus on ETFs like SPY and IVV, which make up over 25% of holdings. The hedge fund increased its ETF positions but reduced stakes i...
Nvidia has begun full production of its Spectrum-X Ethernet Photonics platform, the first co-packaged optics Ethernet switch designed for 200G-per-lane volume shipping. This innovation integrates optics directly onto the switch chip, drastically redu...
