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 Cloud Infrastructure (OCI) revenue surged 121% to $7.388 billion, growing three times faster than Amazon Web Services (AWS), which posted $42.232 billion with 37% growth. Despite OCI's rapid expansion and strong GPU usage, AWS maintains a mass...
Nebius stock surged 9% following an AI inference deal with undisclosed terms, highlighting investor confidence in future contracted demand despite its high 197x trailing earnings multiple. The company acquired Inferize, a startup that reduces GPU idl...
Dario Amodei, CEO of AI firm Anthropic, earned $18 million in 2025, mainly from stock and options, ahead of the company's planned IPO potentially valuing it over $2 trillion. His pay surpasses CEOs of Alphabet and Amazon but is less than Oracle and N...
Oracle is rapidly transforming into a cloud infrastructure leader, thanks to its growing partnership with OpenAI and strong infrastructure revenue growth. The company reported a 30% year-over-year revenue increase and a 121% rise in cloud infrastruct...
Oracle director Stephen Rusckowski purchased $3.5 million in Oracle shares, signaling insider confidence despite the stock's nearly 30% drop in 2026. This follows Oracle founder Larry Ellison canceling a large share sale, reinforcing positive insider...
