4 days ago
Lucid (LCID) shares are pushing higher on Sept. 17 after the electric vehicle (EV) company announced a robotaxi partnership with European ride-hailing giant Bolt. Under the terms of this agreement, Bolt will deploy 25,000 autonomous robotaxis across Europe, using LCID's upcoming mid-size vehicle platform.
Despite today's rally, Lucid stock is down more than 60% versus the start of this year.
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#lucid #vehicle #despite #time
Despite today's rally, Lucid stock is down more than 60% versus the start of this year.
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#lucid #vehicle #despite #time
4 days ago
Generac Holdings (GNRC) shares ripped higher on Sept. 17 after management announced a multi-billion-dollar commercial partnership with Amazon (AMZN). In its press release, GNRC said its pivotal supply agreement with the cloud and e-commerce giant is designed to furnish backup power solutions for its expanding data center footprint.
The AMZN news brings much-needed reprieve to Generac stock that was otherwise down roughly 40% versus its year-to-date high in late June.
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Dear Tesla Stock Fans, Mark Your Calendars for October 1
#amzn #holdings #load
The AMZN news brings much-needed reprieve to Generac stock that was otherwise down roughly 40% versus its year-to-date high in late June.
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#amzn #holdings #load
4 days ago
Oracle (ORCL) shares ended lower on Sept. 15, although they have since bounced back, after the cloud giant reportedly initiated a fresh wave of job cuts across select divisions, with double-digit percentage layoffs expected in targeted teams.
Management now expects the 2026 restructuring plan aimed at reallocating capital toward artificial intelligence (AI) infrastructure to cost about $700 million more than its previous estimate of $2.1 billion.
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#oracle
Management now expects the 2026 restructuring plan aimed at reallocating capital toward artificial intelligence (AI) infrastructure to cost about $700 million more than its previous estimate of $2.1 billion.
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#oracle
6 days ago
Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up spending to capture demand for AI cloud services. The additional costs include severance, contract terminations and other exit expenses, with some restructuring directly linked to adopting AI across parts of the organization.
Oracle had already recorded $1.8 billion of restructuring expenses in fiscal 2026, compared with $299 million in fiscal 2025, showing how materially the company is accelerating its operational transformation. The restructuring comes alongside an unusually large AI investment cycle. Oracle booked more than $30 billion of new AI cloud contracts in its latest quarter, lifting its remaining performance obligations/revenue backlog to $664 billion, while roughly half of that backlog is expected to convert into revenue over the next 36 months.
The strongest bull argument is that the additional restructuring expense is part of a broader shift toward a higher-growth cloud and AI business rather than simply a deterioration in cost control. Oracle Corporation (NYSE:ORCL)'s restructuring program is explicitly aimed at improving efficiency while reallocating resources toward cloud-based offerings and second-generation cloud infrastructure. If the $2.8 billion restructuring program reduces lower-growth costs and enables Oracle to redirect personnel and capital toward AI infrastructure, the near-term earnings pressure could support stronger operating leverage later as cloud revenue scales.
More importantly, the restructuring is occurring against evidence that AI demand is already translating into contracted revenue. Oracle added more than $30 billion of AI cloud contracts in one quarter, pushing its backlog to $664 billion, above the $639.89 billion ******* yst estimate. Management said most of the newly contracted revenue would not require substantial incremental capital because customers are using prepayments or supplying their own hardware. That is particularly important because Oracle's biggest weakness has been the mismatch between rapid infrastructure investment and current cash generation. If customer-funded capacity continues to reduce Oracle's upfront capital burden, the company could convert its huge backlog into revenue without proportionally increasing its cash burn.
The early financial evidence also supports the possibility that the AI strategy is beginning to improve Oracle's growth profile. Revenue in the recent quarter rose 30% year over year to $19.3 billion, adjusted EPS reached $1.92 versus the $1.74 ******* yst consensus, and Oracle Corporation (NYSE:ORCL) raised its fiscal 2027 adjusted EPS forecast from $8.05 to $8.10. Meanwhile, first-quarter free cash flow of negative $5.4 billion was substantially better than both the expected negative $9.56 billion and the previous-quarter negative $11.48 billion. If this trajectory continues, the $700
Oracle had already recorded $1.8 billion of restructuring expenses in fiscal 2026, compared with $299 million in fiscal 2025, showing how materially the company is accelerating its operational transformation. The restructuring comes alongside an unusually large AI investment cycle. Oracle booked more than $30 billion of new AI cloud contracts in its latest quarter, lifting its remaining performance obligations/revenue backlog to $664 billion, while roughly half of that backlog is expected to convert into revenue over the next 36 months.
The strongest bull argument is that the additional restructuring expense is part of a broader shift toward a higher-growth cloud and AI business rather than simply a deterioration in cost control. Oracle Corporation (NYSE:ORCL)'s restructuring program is explicitly aimed at improving efficiency while reallocating resources toward cloud-based offerings and second-generation cloud infrastructure. If the $2.8 billion restructuring program reduces lower-growth costs and enables Oracle to redirect personnel and capital toward AI infrastructure, the near-term earnings pressure could support stronger operating leverage later as cloud revenue scales.
More importantly, the restructuring is occurring against evidence that AI demand is already translating into contracted revenue. Oracle added more than $30 billion of AI cloud contracts in one quarter, pushing its backlog to $664 billion, above the $639.89 billion ******* yst estimate. Management said most of the newly contracted revenue would not require substantial incremental capital because customers are using prepayments or supplying their own hardware. That is particularly important because Oracle's biggest weakness has been the mismatch between rapid infrastructure investment and current cash generation. If customer-funded capacity continues to reduce Oracle's upfront capital burden, the company could convert its huge backlog into revenue without proportionally increasing its cash burn.
The early financial evidence also supports the possibility that the AI strategy is beginning to improve Oracle's growth profile. Revenue in the recent quarter rose 30% year over year to $19.3 billion, adjusted EPS reached $1.92 versus the $1.74 ******* yst consensus, and Oracle Corporation (NYSE:ORCL) raised its fiscal 2027 adjusted EPS forecast from $8.05 to $8.10. Meanwhile, first-quarter free cash flow of negative $5.4 billion was substantially better than both the expected negative $9.56 billion and the previous-quarter negative $11.48 billion. If this trajectory continues, the $700
6 days ago
Oracle Corporation (NYSE:ORCL) is increasing the expected cost of its fiscal 2026 restructuring plan by about $700 million to roughly $2.8 billion as it simultaneously ramps up spending to capture demand for AI cloud services. The additional costs include severance, contract terminations and other exit expenses, with some restructuring directly linked to adopting AI across parts of the organization.
Oracle had already recorded $1.8 billion of restructuring expenses in fiscal 2026, compared with $299 million in fiscal 2025, showing how materially the company is accelerating its operational transformation. The restructuring comes alongside an unusually large AI investment cycle. Oracle booked more than $30 billion of new AI cloud contracts in its latest quarter, lifting its remaining performance obligations/revenue backlog to $664 billion, while roughly half of that backlog is expected to convert into revenue over the next 36 months.
The strongest bull argument is that the additional restructuring expense is part of a broader shift toward a higher-growth cloud and AI business rather than simply a deterioration in cost control. Oracle Corporation (NYSE:ORCL)'s restructuring program is explicitly aimed at improving efficiency while reallocating resources toward cloud-based offerings and second-generation cloud infrastructure. If the $2.8 billion restructuring program reduces lower-growth costs and enables Oracle to redirect personnel and capital toward AI infrastructure, the near-term earnings pressure could support stronger operating leverage later as cloud revenue scales.
More importantly, the restructuring is occurring against evidence that AI demand is already translating into contracted revenue. Oracle added more than $30 billion of AI cloud contracts in one quarter, pushing its backlog to $664 billion, above the $639.89 billion ****** yst estimate. Management said most of the newly contracted revenue would not require substantial incremental capital because customers are using prepayments or supplying their own hardware. That is particularly important because Oracle's biggest weakness has been the mismatch between rapid infrastructure investment and current cash generation. If customer-funded capacity continues to reduce Oracle's upfront capital burden, the company could convert its huge backlog into revenue without proportionally increasing its cash burn.
The early financial evidence also supports the possibility that the AI strategy is beginning to improve Oracle's growth profile. Revenue in the recent quarter rose 30% year over year to $19.3 billion, adjusted EPS reached $1.92 versus the $1.74 ****** yst consensus, and Oracle Corporation (NYSE:ORCL) raised its fiscal 2027 adjusted EPS forecast from $8.05 to $8.10. Meanwhile, first-quarter free cash flow of negative $5.4 billion was substantially better than both the expected negative $9.56 billion and the previous-quarter negative $11.48 billion. If this trajectory continues, the $700 mi
Oracle had already recorded $1.8 billion of restructuring expenses in fiscal 2026, compared with $299 million in fiscal 2025, showing how materially the company is accelerating its operational transformation. The restructuring comes alongside an unusually large AI investment cycle. Oracle booked more than $30 billion of new AI cloud contracts in its latest quarter, lifting its remaining performance obligations/revenue backlog to $664 billion, while roughly half of that backlog is expected to convert into revenue over the next 36 months.
The strongest bull argument is that the additional restructuring expense is part of a broader shift toward a higher-growth cloud and AI business rather than simply a deterioration in cost control. Oracle Corporation (NYSE:ORCL)'s restructuring program is explicitly aimed at improving efficiency while reallocating resources toward cloud-based offerings and second-generation cloud infrastructure. If the $2.8 billion restructuring program reduces lower-growth costs and enables Oracle to redirect personnel and capital toward AI infrastructure, the near-term earnings pressure could support stronger operating leverage later as cloud revenue scales.
More importantly, the restructuring is occurring against evidence that AI demand is already translating into contracted revenue. Oracle added more than $30 billion of AI cloud contracts in one quarter, pushing its backlog to $664 billion, above the $639.89 billion ****** yst estimate. Management said most of the newly contracted revenue would not require substantial incremental capital because customers are using prepayments or supplying their own hardware. That is particularly important because Oracle's biggest weakness has been the mismatch between rapid infrastructure investment and current cash generation. If customer-funded capacity continues to reduce Oracle's upfront capital burden, the company could convert its huge backlog into revenue without proportionally increasing its cash burn.
The early financial evidence also supports the possibility that the AI strategy is beginning to improve Oracle's growth profile. Revenue in the recent quarter rose 30% year over year to $19.3 billion, adjusted EPS reached $1.92 versus the $1.74 ****** yst consensus, and Oracle Corporation (NYSE:ORCL) raised its fiscal 2027 adjusted EPS forecast from $8.05 to $8.10. Meanwhile, first-quarter free cash flow of negative $5.4 billion was substantially better than both the expected negative $9.56 billion and the previous-quarter negative $11.48 billion. If this trajectory continues, the $700 mi
6 days ago
On the surface, Oracle (NYSE: ORCL) is the type of company you would expect to benefit tremendously from the generative artificial intelligence (AI) boom. It provides the computing power and data storage vital for running and training these complex algorithms. But while its stock captured some gains early in the AI era, it has more recently lagged behind other AI infrastructure stocks.
Oracle's shares are up by a relatively modest 69% over the last five years, well behind chipmakers such as Nvidia and Micron Technology, which have soared by 885% and 1,212%, respectively, in the same time frame. Let's discuss the pros and cons of Oracle, and attempt to predict what a $1,000 position could be worth by the end of the decade.
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Like the leadership teams at many tech giants, Oracle's management recognized the long-term potential of the generative AI boom fairly early in the trend. They quickly moved to position the company on the pick-and-shovel side of the opportunity, providing cloud services and data center capacity to companies that were working to create and market consumer-facing large language models (LLMs). That push into the cloud infrastructure segment was underpinned by a substantial reorganization of Oracle's corporate structure.
This year, the company has already laid off 21,000 employees. That number is expected to rise with a $700 million addition to its restructuring plan (which is now worth $2.8 billion); much of the new spending is earmarked for severance payments and other exit expenses.
#NVIDIA #flashing #early
Oracle's shares are up by a relatively modest 69% over the last five years, well behind chipmakers such as Nvidia and Micron Technology, which have soared by 885% and 1,212%, respectively, in the same time frame. Let's discuss the pros and cons of Oracle, and attempt to predict what a $1,000 position could be worth by the end of the decade.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Like the leadership teams at many tech giants, Oracle's management recognized the long-term potential of the generative AI boom fairly early in the trend. They quickly moved to position the company on the pick-and-shovel side of the opportunity, providing cloud services and data center capacity to companies that were working to create and market consumer-facing large language models (LLMs). That push into the cloud infrastructure segment was underpinned by a substantial reorganization of Oracle's corporate structure.
This year, the company has already laid off 21,000 employees. That number is expected to rise with a $700 million addition to its restructuring plan (which is now worth $2.8 billion); much of the new spending is earmarked for severance payments and other exit expenses.
#NVIDIA #flashing #early
8 days ago
Shares of the artificial intelligence cloud provider Oracle (NYSE: ORCL) slid this morning after a report over the weekend showed that co-founder Larry Ellison was abandoning plans to sell up to $7.5 billion worth of Oracle stock.
That sort of news would typically cause a share price rally, but Ellison's move came as investors sold some AI stocks today, amid calls from Anthropic and OpenAI for more artificial intelligence regulation.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Adding to investor pessimism today is the growing belief among investors that the Federal Reserve may hike rates at its next meeting. That could make Oracle's current AI spending even more expensive than it already is.
Oracle stock was down by 4.5% as of 11:04 am ET.
#intelligence #investors
That sort of news would typically cause a share price rally, but Ellison's move came as investors sold some AI stocks today, amid calls from Anthropic and OpenAI for more artificial intelligence regulation.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Adding to investor pessimism today is the growing belief among investors that the Federal Reserve may hike rates at its next meeting. That could make Oracle's current AI spending even more expensive than it already is.
Oracle stock was down by 4.5% as of 11:04 am ET.
#intelligence #investors
8 days ago
Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) found themselves at the top of the S&P 500 on the back of Oracle's (ORCL) forceful reminder of how much money is still flowing into AI infrastructure.
Dell's stock soared 12% on Sept. 11, while HPE was another of the index's best performers. Investors quickly saw the connection: Oracle needs plenty of servers, networking gear, and other data center hardware to keep up with surging AI demand.
Oracle's fiscal first-quarter results supported this trend. Total revenue rose 30% to $19.3 billion, while cloud infrastructure revenue surged 121% to $7.4 billion. Even more impressive, remaining performance obligations rose $209 billion to $664 billion.
That backlog presents a potential strong read-through for Dell and HPE.
But there is another side to this tale. The businesses fueling the AI boom are more and more fixated on the costs of borrowing and the next actions by the Federal Reserve as they pour unusual amounts of resources into building enough data centers to translate Oracle's contracts into income.
#infrastructure #revenue
Dell's stock soared 12% on Sept. 11, while HPE was another of the index's best performers. Investors quickly saw the connection: Oracle needs plenty of servers, networking gear, and other data center hardware to keep up with surging AI demand.
Oracle's fiscal first-quarter results supported this trend. Total revenue rose 30% to $19.3 billion, while cloud infrastructure revenue surged 121% to $7.4 billion. Even more impressive, remaining performance obligations rose $209 billion to $664 billion.
That backlog presents a potential strong read-through for Dell and HPE.
But there is another side to this tale. The businesses fueling the AI boom are more and more fixated on the costs of borrowing and the next actions by the Federal Reserve as they pour unusual amounts of resources into building enough data centers to translate Oracle's contracts into income.
#infrastructure #revenue
10 days ago
Updated Sept 11, 2026, 2:04 pm EDT / Original Sept 11, 2026, 7:35 am EDT
Shares of Micron Technology
MU
-0.22%
rose on Friday but were still on pace to end the week in the red even as Oracle
ORCL
-1.74%
reported a key metric that boosted artificial-intelligence trade stocks.
MU
-0.22%
ORCL
#updated #technology #Friday #rose
Shares of Micron Technology
MU
-0.22%
rose on Friday but were still on pace to end the week in the red even as Oracle
ORCL
-1.74%
reported a key metric that boosted artificial-intelligence trade stocks.
MU
-0.22%
ORCL
#updated #technology #Friday #rose
11 days ago
Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle's global AI infrastructure using HPE Juniper Networking across Oracle Cloud Infrastructure (OCI) data centers. The partnership builds on over a decade of joint engineering, leveraging HPE's routing and switching platforms to support OCI's expanding gigawatt-scale GPU superclusters. To align long-term incentives, HPE issued stock warrants to Oracle.
Following the announcement, Wall Street delivered fast price target hikes: Barclays' Tim Long raised HPE's target by $12 to $79 (Overweight), citing server upside and robust margins, while Morgan Stanley's Sanjit Singh boosted Oracle's target by $3 to $210 (Equal Weight), noting a tactically positive setup driven by GPUaaS demand.
Hewlett Packard Enterprise Company (NYSE:HPE) and Oracle both delivered strong results, although Oracle operates at a significantly larger scale. HPE reported record Q3 2026 revenue of $12.2 billion, up 34% year over year, driven by strong server demand and a 74.9% increase in Networking revenue to $2.9 billion. GAAP diluted EPS reached $1.06, while strong execution led management to raise full-year FY26 revenue growth guidance to 34%-37% and its free cash flow target to at least $3.75 billion.
Oracle Corporation (NYSE:ORCL), meanwhile, ended fiscal 2026 with record Q4 revenue of $19.2 billion, up 21% year over year, and full-year revenue of $67.4 billion, up 17%. Q4 Cloud Infrastructure (IaaS) revenue surged 93% to $5.8 billion, while full-year GAAP EPS rose 34% to $5.83 and Remaining Performance Obligations (RPO) jumped 363% to $638 billion.
Overall, ORCL leads in hyper-growth and long-term backlog, reinforcing its position as the stronger software and cloud play, while HPE is demonstrating stronger near-term hardware momentum and attractive cash flow generation for value-oriented investors.
#billion #revenue #infrastructure
Following the announcement, Wall Street delivered fast price target hikes: Barclays' Tim Long raised HPE's target by $12 to $79 (Overweight), citing server upside and robust margins, while Morgan Stanley's Sanjit Singh boosted Oracle's target by $3 to $210 (Equal Weight), noting a tactically positive setup driven by GPUaaS demand.
Hewlett Packard Enterprise Company (NYSE:HPE) and Oracle both delivered strong results, although Oracle operates at a significantly larger scale. HPE reported record Q3 2026 revenue of $12.2 billion, up 34% year over year, driven by strong server demand and a 74.9% increase in Networking revenue to $2.9 billion. GAAP diluted EPS reached $1.06, while strong execution led management to raise full-year FY26 revenue growth guidance to 34%-37% and its free cash flow target to at least $3.75 billion.
Oracle Corporation (NYSE:ORCL), meanwhile, ended fiscal 2026 with record Q4 revenue of $19.2 billion, up 21% year over year, and full-year revenue of $67.4 billion, up 17%. Q4 Cloud Infrastructure (IaaS) revenue surged 93% to $5.8 billion, while full-year GAAP EPS rose 34% to $5.83 and Remaining Performance Obligations (RPO) jumped 363% to $638 billion.
Overall, ORCL leads in hyper-growth and long-term backlog, reinforcing its position as the stronger software and cloud play, while HPE is demonstrating stronger near-term hardware momentum and attractive cash flow generation for value-oriented investors.
#billion #revenue #infrastructure
11 days ago
Rocket Lab (RKLB) shares are in the spotlight on Wednesday after the **** e company unveiled a new high-efficiency solar cell designed specifically for **** ecraft. In its press release, RKLB said its new Inverted Metamorphic (IMM) Apex cell delivers 31.5% beginning-of-life efficiency while weighing about 40% less than conventional alternatives.
The announcement comes as Rocket Lab stock has fallen out of favor with investors, currently down about 55% versus its year-to-date high.
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#tens #investors #high
The announcement comes as Rocket Lab stock has fallen out of favor with investors, currently down about 55% versus its year-to-date high.
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#tens #investors #high
11 days ago
Nvidia (NVDA) Jensen Huang was seated next to US Commerce Secretary Howard Lutnick on a G20 stage on Sept. 2, recalling the first time the two of them met, when he put a number on what the world is about to spend. "You recognize that the infrastructure buildout is not going to be in the tens of billions, but is going to be in the tens of trillions," Huang said. "That supply chain security is going to be necessary."
The venue was the US-hosted G20 innovation ministerial in Chapel Hill, NC, and the chief executive was in a fireside conversation with the Commerce secretary. Sam Altman appeared at the same event. The exchange was carried live and the "tens of trillions" line went out the same afternoon across the wires.
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#next #trillions
The venue was the US-hosted G20 innovation ministerial in Chapel Hill, NC, and the chief executive was in a fireside conversation with the Commerce secretary. Sam Altman appeared at the same event. The exchange was carried live and the "tens of trillions" line went out the same afternoon across the wires.
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#next #trillions
11 days ago
Oracle (ORCL) shares remain in focus ahead of the artificial intelligence (AI) infrastructure firm's Q1 results set to be published on Sept. 10 after market close. According to Barchart, consensus is for ORCL to earn $1.40 in earnings per share (EPS) for its fiscal first quarter, representing a 16.67% increase versus last year.
The earnings event arrives at a time when Oracle stock is regaining momentum, currently up about 42% versus its July low.
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#orcl #Stock #earnings #according
The earnings event arrives at a time when Oracle stock is regaining momentum, currently up about 42% versus its July low.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
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#orcl #Stock #earnings #according
11 days ago
Oracle's remaining performance obligations surged 363% to $638 billion, but $56 billion in quarterly capex pushed free cash flow deeply negative.
Jensen Huang disclosed NVIDIA can only meet 70% of current demand, while CoreWeave burned $5.7 billion in Q2 free cash flow against $104 billion in backlog.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut.
OpenAI now plans to spend roughly $750 billion on compute infrastructure through 2030, a figure that represents a 25% increase from earlier 2026 estimates. The company still calls itself "really short" on capacity. That gap, between three-quarters of a trillion dollars in planned spend and a stated capacity shortfall, is the number that reframes every AI infrastructure bet on the board, starting with Oracle (NYSE:ORCL).
Oracle is the clearest public-market conduit for that OpenAI dollar. In Q4 FY26, Oracle disclosed remaining performance obligations of $638 billion, up 363% year over year, of which $75 billion is tied to prepaid or customer-supplied GPU arrangements. Cloud Infrastructure revenue reached $5.79 billion, up 93% year over year, and Oracle Multicloud AI Database grew 404% in Q4. Global GPU utilization sits at 97.5%, and management said "there's still a massively higher demand than there is supply."
#free #orcl
Jensen Huang disclosed NVIDIA can only meet 70% of current demand, while CoreWeave burned $5.7 billion in Q2 free cash flow against $104 billion in backlog.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Oracle didn't make the cut. Enter your email to see the names that beat ORCL. The report is free. Enter your email and see if any of your stocks made the cut.
OpenAI now plans to spend roughly $750 billion on compute infrastructure through 2030, a figure that represents a 25% increase from earlier 2026 estimates. The company still calls itself "really short" on capacity. That gap, between three-quarters of a trillion dollars in planned spend and a stated capacity shortfall, is the number that reframes every AI infrastructure bet on the board, starting with Oracle (NYSE:ORCL).
Oracle is the clearest public-market conduit for that OpenAI dollar. In Q4 FY26, Oracle disclosed remaining performance obligations of $638 billion, up 363% year over year, of which $75 billion is tied to prepaid or customer-supplied GPU arrangements. Cloud Infrastructure revenue reached $5.79 billion, up 93% year over year, and Oracle Multicloud AI Database grew 404% in Q4. Global GPU utilization sits at 97.5%, and management said "there's still a massively higher demand than there is supply."
#free #orcl
14 days ago
Oracle (ORCL) has enough on its plate heading into earnings week. Now Brussels wants a word.
European antitrust regulators are quietly examining how Oracle licenses its software, and the timing could hardly be more inconvenient for shareholders.
The stock trades near $158.78, down about 19% so far in 2026 and roughly 54% below its 52-week high of $345.72.
Investors were already nervous about Oracle's debt-heavy artificial intelligence (AI) buildout. This regulatory question adds to the list of worries.
The European Commission is gathering information from Oracle's customers and rivals to decide whether its cloud software terms unfairly lock clients in, Reuters reported.
#european #enough
European antitrust regulators are quietly examining how Oracle licenses its software, and the timing could hardly be more inconvenient for shareholders.
The stock trades near $158.78, down about 19% so far in 2026 and roughly 54% below its 52-week high of $345.72.
Investors were already nervous about Oracle's debt-heavy artificial intelligence (AI) buildout. This regulatory question adds to the list of worries.
The European Commission is gathering information from Oracle's customers and rivals to decide whether its cloud software terms unfairly lock clients in, Reuters reported.
#european #enough
14 days ago
US stock futures slipped on Tuesday as rising oil prices and inflation jitters took focus at the start of the holiday-shortened week.
Futures on the Dow Jones Industrial Average (YM=F) declined by 0.9%, while those on the S&P 500 (ES=F) fell 0.4%. Contracts for the Nasdaq-100 (NQ=F) dropped just below the flatline as investors eyed inflation data and Oracle earnings later this week.
Rising oil prices put pressure on markets as Iran said it was close to a deal with Oman to manage traffic through the Strait of Hormuz. Brent crude oil futures (BZ=F), the global benchmark, crept toward $100 per barrel, while US benchmark WTI crude (CL=F) neared $93 per barrel.
Fears of an ongoing war in the Middle East have revived angst about inflation and a potential Federal Reserve rate hike this month, particularly after Friday's blowout jobs report showed strong job gains in August. Investors are bracing for a fresh Consumer Price Index reading on Friday, which will indicate whether inflation is moving back down toward the Fed's 2% goal or whether it remains a thorn in the central bank's — and consumers' — side.
On the earnings calendar, Oracle (ORCL) earnings are the highlight this week. But first, GameStop (GME) reports on Tuesday.
#inflation #investors
Futures on the Dow Jones Industrial Average (YM=F) declined by 0.9%, while those on the S&P 500 (ES=F) fell 0.4%. Contracts for the Nasdaq-100 (NQ=F) dropped just below the flatline as investors eyed inflation data and Oracle earnings later this week.
Rising oil prices put pressure on markets as Iran said it was close to a deal with Oman to manage traffic through the Strait of Hormuz. Brent crude oil futures (BZ=F), the global benchmark, crept toward $100 per barrel, while US benchmark WTI crude (CL=F) neared $93 per barrel.
Fears of an ongoing war in the Middle East have revived angst about inflation and a potential Federal Reserve rate hike this month, particularly after Friday's blowout jobs report showed strong job gains in August. Investors are bracing for a fresh Consumer Price Index reading on Friday, which will indicate whether inflation is moving back down toward the Fed's 2% goal or whether it remains a thorn in the central bank's — and consumers' — side.
On the earnings calendar, Oracle (ORCL) earnings are the highlight this week. But first, GameStop (GME) reports on Tuesday.
#inflation #investors
15 days ago
Despite weeks of largely sideways trade, the stock market sent some positive signals heading into the Labor Day shortened trading week. A strong session Thursday and confirmation of technical support by the Nasdaq and S&P 500 indexes led IBD to notch its Stock Market Exposure guide back to 60% to 80%, up from 40% to 60%.
Bond markets will be of central interest in the coming week, with yields hovering near multiyear highs and the Treasury Department set to begin its innovative bond buyback effort on Thursday. On Wednesday, Apple (AAPL) has its product introduction event. And Adobe (ADBE) and Oracle (ORCL) headline a slate of software sector earnings reports.
Here's what to watch:
The stock market rebounded bullishly from weekly lows, but indexes are still up and down, while various sectors trade back and forth. Investors shouldn't be too aggressive with new buys, but should be ready with their watchlists. Commodities exchange player Marex Group (MRX), software giant ServiceNow (NOW), biotech Exelixis (EXEL), senior housing real estate owner Welltower (WELL) and fintech Dave Inc. (DAVE) are all showing strength, with most flashing buy signals. Marex is clearing a brief, tight consolidation. ServiceNow and Exelixis both linger low in their respective buy ranges. Welltower and Dave are both coiling along support at their 10-week lines as they build fresh bases.
#Stock #bond
Bond markets will be of central interest in the coming week, with yields hovering near multiyear highs and the Treasury Department set to begin its innovative bond buyback effort on Thursday. On Wednesday, Apple (AAPL) has its product introduction event. And Adobe (ADBE) and Oracle (ORCL) headline a slate of software sector earnings reports.
Here's what to watch:
The stock market rebounded bullishly from weekly lows, but indexes are still up and down, while various sectors trade back and forth. Investors shouldn't be too aggressive with new buys, but should be ready with their watchlists. Commodities exchange player Marex Group (MRX), software giant ServiceNow (NOW), biotech Exelixis (EXEL), senior housing real estate owner Welltower (WELL) and fintech Dave Inc. (DAVE) are all showing strength, with most flashing buy signals. Marex is clearing a brief, tight consolidation. ServiceNow and Exelixis both linger low in their respective buy ranges. Welltower and Dave are both coiling along support at their 10-week lines as they build fresh bases.
#Stock #bond
15 days ago
Hewlett Packard Enterprise said on September 2 that Oracle may deploy its Juniper networking equipment across Oracle Cloud Infrastructure data centers under a multi-year collaboration. The potential footprint includes PTX and MX routing plus QFX and EX switching, along with support and financing. Hewlett Packard Enterprise Company (NYSE:HPE) also issued warrants to Oracle Corporation (NYSE:ORCL), making the arrangement strategically important without turning every possible deployment into booked revenue.
For HPE, the bull case is that AI clusters are becoming networking systems, not merely collections of GPUs. Training at enormous scale requires fast links inside a data center and between facilities. Juniper gives HPE credible routing and switching ******* ets, while Oracle supplies a demanding reference customer. Insider Monkey counted 85 hedge funds holding HPE at June 30, up from 58 at March 31. Elliott Management held 32,271,985 shares after increasing its disclosed position by 18% during the quarter.
The bear case is conversion. The release describes potential deployments and several product families but discloses neither guaranteed purchase volume nor revenue. Warrants can align the customer while diluting existing owners if exercised. HPE also must integrate Juniper, defend margins, and compete with entrenched networking vendors while customers bargain aggressively over large orders.
Oracle's advantage is supply-chain flexibility. Adding HPE gives OCI another route to build high-bandwidth infrastructure as AI demand strains capacity. Oracle can combine cloud contracts, database relationships, and financing to pull customers onto its infrastructure. Hedge-fund participation remained broad: 119 funds held Oracle Corporation (NYSE:ORCL) in Q2, up from 115 in Q1. Fisher ******* et Management reported 13,261,451 shares, 39% more than in the previous filing.
Oracle still carries the heavier capital burden. Data centers require chips, land, power, and debt-funded construction before contracted demand becomes cash. A networking partnership improves execution options but does not protect returns if utilization or pricing disappoints.
#oracle #Networking #NYSE #enterprise
For HPE, the bull case is that AI clusters are becoming networking systems, not merely collections of GPUs. Training at enormous scale requires fast links inside a data center and between facilities. Juniper gives HPE credible routing and switching ******* ets, while Oracle supplies a demanding reference customer. Insider Monkey counted 85 hedge funds holding HPE at June 30, up from 58 at March 31. Elliott Management held 32,271,985 shares after increasing its disclosed position by 18% during the quarter.
The bear case is conversion. The release describes potential deployments and several product families but discloses neither guaranteed purchase volume nor revenue. Warrants can align the customer while diluting existing owners if exercised. HPE also must integrate Juniper, defend margins, and compete with entrenched networking vendors while customers bargain aggressively over large orders.
Oracle's advantage is supply-chain flexibility. Adding HPE gives OCI another route to build high-bandwidth infrastructure as AI demand strains capacity. Oracle can combine cloud contracts, database relationships, and financing to pull customers onto its infrastructure. Hedge-fund participation remained broad: 119 funds held Oracle Corporation (NYSE:ORCL) in Q2, up from 115 in Q1. Fisher ******* et Management reported 13,261,451 shares, 39% more than in the previous filing.
Oracle still carries the heavier capital burden. Data centers require chips, land, power, and debt-funded construction before contracted demand becomes cash. A networking partnership improves execution options but does not protect returns if utilization or pricing disappoints.
#oracle #Networking #NYSE #enterprise
18 days ago
A stronger-than-expected August jobs report spooked investors Friday who were hoping for steady rates in September, with another inflation report looming for the market. Meanwhile, Nvidia (NVDA) headed higher in a buy zone while Oracle (ORCL) got a lift from recent OpenAI buzz on the stock market today.
The Dow Jones Industrial Average dropped 0.5% in early afternoon trading Friday while the S&P 500 fell 0.4%. The tech-heavy Nasdaq composite also headed 0.4% lower. The small-cap Russell 2000 edged 0.1% higher. The stock market is closed on Monday for Labor Day.
A surprise gain in jobs pushed the odds of a rate hike in September up to 60% from 49% as of Thursday, according to CME Group. The Labor Department said nonfarm payrolls jumped by 162,000 in August, much larger than the 53,000 forecast from economists.
August's consumer price index data is scheduled for Sept. 11, just ahead of the Federal Reserve meeting on Sept. 15. Economists expect the price of goods rose 0.1% from July and 3.4% annually. Taking out volatile food and energy prices, the index is seen rising 0.2% for the month and 2.5% for the year.
West Texas Intermediate crude futures fell near $90.85 a barrel. The 10-year Treasury yield was flat near 4.77%. Also, bitcoin dropped to roughly $79,600.
#august #Friday #september #Jobs
The Dow Jones Industrial Average dropped 0.5% in early afternoon trading Friday while the S&P 500 fell 0.4%. The tech-heavy Nasdaq composite also headed 0.4% lower. The small-cap Russell 2000 edged 0.1% higher. The stock market is closed on Monday for Labor Day.
A surprise gain in jobs pushed the odds of a rate hike in September up to 60% from 49% as of Thursday, according to CME Group. The Labor Department said nonfarm payrolls jumped by 162,000 in August, much larger than the 53,000 forecast from economists.
August's consumer price index data is scheduled for Sept. 11, just ahead of the Federal Reserve meeting on Sept. 15. Economists expect the price of goods rose 0.1% from July and 3.4% annually. Taking out volatile food and energy prices, the index is seen rising 0.2% for the month and 2.5% for the year.
West Texas Intermediate crude futures fell near $90.85 a barrel. The 10-year Treasury yield was flat near 4.77%. Also, bitcoin dropped to roughly $79,600.
#august #Friday #september #Jobs
18 days ago
Oracle (ORCL) stock has taken a serious beating. Shares are now down more than 59% from their record high, as investors grew uneasy about the company's enormous AI infrastructure spending.
One of the biggest issues weighing on investors is Oracle's planned increase in capital spending. The company expects capital expenditures to rise sharply in fiscal 2027 as it expands its capacity to capture strong AI-led demand.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ***** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#capital #oracle #orcl #jensen
One of the biggest issues weighing on investors is Oracle's planned increase in capital spending. The company expects capital expenditures to rise sharply in fiscal 2027 as it expands its capacity to capture strong AI-led demand.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ***** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#capital #oracle #orcl #jensen
18 days ago
DDOG dropped 22% after a large AI customer disclosed reduced future usage, despite beating Q2 revenue and earnings while raising its full-year outlook.
CoreWeave (CRWV) and Oracle (ORCL) each gained 13-14% over the same period, ruling out sector rotation or broad cloud weakness as the cause.
Customer concentration risk and a decelerating growth rate can keep a software stock repriced far longer than its underlying platform quality would suggest.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head.
#Stock #ddog
CoreWeave (CRWV) and Oracle (ORCL) each gained 13-14% over the same period, ruling out sector rotation or broad cloud weakness as the cause.
Customer concentration risk and a decelerating growth rate can keep a software stock repriced far longer than its underlying platform quality would suggest.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head.
#Stock #ddog
18 days ago
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Oracle (NYSE:ORCL) could become a weak link in the AI boom if OpenAI runs into trouble, according to Council on Foreign Relations senior fellow Sebastian Mallaby.
"If OpenAI runs into trouble, I think we can say that there's a good chance that Oracle may also run into trouble," Mallaby said on CFR's The Spillover podcast, pointing to Oracle's heavier debt load and dependence on OpenAI.
The warning comes as OpenAI CEO Sam Altman says he is seeing signs of "unsustainable silliness" in the wider compute buildout.
Mallaby said Alphabet, Amazon, Microsoft and Meta entered the AI boom with stronger balance sheets and more room to fund expansion internally. Oracle, by contrast, has relied much more heavily on borrowing to finance its data-center buildout.
#oracle #finance #runs
Oracle (NYSE:ORCL) could become a weak link in the AI boom if OpenAI runs into trouble, according to Council on Foreign Relations senior fellow Sebastian Mallaby.
"If OpenAI runs into trouble, I think we can say that there's a good chance that Oracle may also run into trouble," Mallaby said on CFR's The Spillover podcast, pointing to Oracle's heavier debt load and dependence on OpenAI.
The warning comes as OpenAI CEO Sam Altman says he is seeing signs of "unsustainable silliness" in the wider compute buildout.
Mallaby said Alphabet, Amazon, Microsoft and Meta entered the AI boom with stronger balance sheets and more room to fund expansion internally. Oracle, by contrast, has relied much more heavily on borrowing to finance its data-center buildout.
#oracle #finance #runs
19 days ago
MSFT earns a BUY rating and $610 price target as Azure crosses $100 billion in annual revenue with 43% growth and 45% guidance ahead.
GOOGL trades at just a 15 P/E versus MSFT's 29, while ORCL's rival growth came with $24 billion in negative free cash flow.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
The trillion-dollar question hanging over Microsoft (NASDAQ:MSFT) is whether its $115.9 billion AI capex bet earns a return worthy of a mega-cap multiple, or ends up as the largest overbuild in tech history. That answer determines where the stock goes over the next twelve months.
Our 24/7 Wall St. price target for Microsoft is $609.58, implying 18.7% upside from the current price of $513.53. We rate the shares a buy with high confidence at 90%.
#earns
GOOGL trades at just a 15 P/E versus MSFT's 29, while ORCL's rival growth came with $24 billion in negative free cash flow.
Just released. Our ****** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
The trillion-dollar question hanging over Microsoft (NASDAQ:MSFT) is whether its $115.9 billion AI capex bet earns a return worthy of a mega-cap multiple, or ends up as the largest overbuild in tech history. That answer determines where the stock goes over the next twelve months.
Our 24/7 Wall St. price target for Microsoft is $609.58, implying 18.7% upside from the current price of $513.53. We rate the shares a buy with high confidence at 90%.
#earns
20 days ago
Oracle (ORCL) has been one of the roughest large-cap tech names to hold in 2026.
The stock is down about 23% year to date and sits roughly 56% below its record high of $345.72, set on Sept. 10, 2025.
That drop turned a steady, profitable software company into one of the most volatile megacaps on the market.
Now one ***** yst is telling clients the worst may already be priced in.
On Aug. 26, Citi reiterated a Buy rating and a $330 price target on Oracle, a level that would more than double the stock from where it recently traded.
#oracle #sept #names
The stock is down about 23% year to date and sits roughly 56% below its record high of $345.72, set on Sept. 10, 2025.
That drop turned a steady, profitable software company into one of the most volatile megacaps on the market.
Now one ***** yst is telling clients the worst may already be priced in.
On Aug. 26, Citi reiterated a Buy rating and a $330 price target on Oracle, a level that would more than double the stock from where it recently traded.
#oracle #sept #names
20 days ago
Oracle (ORCL) has been one of the roughest large-cap tech names to hold in 2026.
The stock is down about 23% year to date and sits roughly 56% below its record high of $345.72, set on Sept. 10, 2025.
That drop turned a steady, profitable software company into one of the most volatile megacaps on the market.
Now one ****** yst is telling clients the worst may already be priced in.
On Aug. 26, Citi reiterated a Buy rating and a $330 price target on Oracle, a level that would more than double the stock from where it recently traded.
#orcl #sept #Tech
The stock is down about 23% year to date and sits roughly 56% below its record high of $345.72, set on Sept. 10, 2025.
That drop turned a steady, profitable software company into one of the most volatile megacaps on the market.
Now one ****** yst is telling clients the worst may already be priced in.
On Aug. 26, Citi reiterated a Buy rating and a $330 price target on Oracle, a level that would more than double the stock from where it recently traded.
#orcl #sept #Tech
21 days ago
Oracle (ORCL) is giving investors a fresh reason to revisit its cloud and artificial intelligence (AI) growth story after a brutal selloff pushed the stock sharply lower. Citi has now placed Oracle on an upside 90-day catalyst watch, maintaining a "Buy" rating and a $330 price target, arguing that the recent decline may have created an attractive entry point.
The bullish case centers on Oracle's cloud business, where strong artificial intelligence (AI) infrastructure demand could drive better-than-expected growth, pricing, and profitability. Citi also sees Oracle's upcoming earnings report and investor day in late October as potential catalysts for renewed investor confidence and upward estimate revisions. With the company having added around $85 billion sequentially in remaining performance obligations (RPO) in its May quarter, it remains to be seen whether accelerating AI demand can help the cloud business regain Wall Street's attention and give ORCL stock room to rebound.
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#cloud #citi
The bullish case centers on Oracle's cloud business, where strong artificial intelligence (AI) infrastructure demand could drive better-than-expected growth, pricing, and profitability. Citi also sees Oracle's upcoming earnings report and investor day in late October as potential catalysts for renewed investor confidence and upward estimate revisions. With the company having added around $85 billion sequentially in remaining performance obligations (RPO) in its May quarter, it remains to be seen whether accelerating AI demand can help the cloud business regain Wall Street's attention and give ORCL stock room to rebound.
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Tesla Just Killed Its Solar Roof After Years of Struggling to Scale. What It Means for TSLA Stock.
#cloud #citi
25 days ago
Technology company Oracle (NYSE: ORCL) builds the core underlying enterprise technology, including software, cloud, and hardware, that large corporations, banks, healthcare providers, and governments use to run their daily operations.
As Oracle expands its cloud and artificial intelligence (AI) infrastructure, Bloom Energy (NYSE: BE) has emerged as its single largest specialized power partner, securing a massive deal in April to supply up to 2.8 gigawatts (GW) of on-site fuel cell electricity.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Because public electrical grids take years to approve and connect massive industrial loads, Oracle relies on a mix of traditional utility grids, clean energy developers, and fast-deploying, on-site solutions, but Bloom is the largest part of that mix, especially because its fuel cells can generate electricity with minimal emissions.
Under a master services agreement, Oracle contracted for an initial 1.2 GW of solid oxide fuel cell capacity, which scaled up to 2.8 GW. Because Bloom's natural gas-fueled power servers can be installed directly on-site in as little as 55 to 90 days, they allow Oracle to bypass standard grid queue bottlenecks.
#NVIDIA #signal #fuel
As Oracle expands its cloud and artificial intelligence (AI) infrastructure, Bloom Energy (NYSE: BE) has emerged as its single largest specialized power partner, securing a massive deal in April to supply up to 2.8 gigawatts (GW) of on-site fuel cell electricity.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Because public electrical grids take years to approve and connect massive industrial loads, Oracle relies on a mix of traditional utility grids, clean energy developers, and fast-deploying, on-site solutions, but Bloom is the largest part of that mix, especially because its fuel cells can generate electricity with minimal emissions.
Under a master services agreement, Oracle contracted for an initial 1.2 GW of solid oxide fuel cell capacity, which scaled up to 2.8 GW. Because Bloom's natural gas-fueled power servers can be installed directly on-site in as little as 55 to 90 days, they allow Oracle to bypass standard grid queue bottlenecks.
#NVIDIA #signal #fuel
26 days ago
Citi's Tyler Radke opened a positive catalyst watch on ORCL, calling its 36% year-over-year selloff a 4 to 5 standard deviation move.
Oracle's $20 billion ATM equity program caps every rally with latent supply while the company burns negative $24 billion in free cash flow.
A $638 billion backlog, 404% multi-cloud growth, and the October investor day give Radke's bull case real support but a complicated timeline.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Oracle (NYSE:ORCL) has been the loudest cautionary tale in software this summer, which is exactly why Citi's Tyler Radke went on CNBC today to argue the selloff has gone too far. Radke, co-head of U.S. software equity research at the bank, opened a positive catalyst watch on Oracle and called the drawdown "a 4 to 5 standard deviation move" driven largely by technical factors.
#oracle
Oracle's $20 billion ATM equity program caps every rally with latent supply while the company burns negative $24 billion in free cash flow.
A $638 billion backlog, 404% multi-cloud growth, and the October investor day give Radke's bull case real support but a complicated timeline.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Oracle (NYSE:ORCL) has been the loudest cautionary tale in software this summer, which is exactly why Citi's Tyler Radke went on CNBC today to argue the selloff has gone too far. Radke, co-head of U.S. software equity research at the bank, opened a positive catalyst watch on Oracle and called the drawdown "a 4 to 5 standard deviation move" driven largely by technical factors.
#oracle
28 days ago
Nvidia risks a 20% drop to $165 if it misses earnings, with virtually no margin for error built into its current stock price.
Customers Microsoft and Meta are building competing AI chips, threatening the near-monopoly behind Nvidia's $91 billion quarterly revenue forecast.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
How low can a stock go if it misses earnings? Well, look at its 52-week low. If that happens to Nvidia (NASDAQ: NVDA), the stock would drop 20% to $165, where it was in late March. That was when AI suddenly fell out of vogue amid worries it wasn't the greatest invention of all time.
Oracle(NYSE: ORCL) missed earnings, dropping more than half, but it is considered the weakest of the large tech companies. IBM (NYSE: IBM) fell 20% on a miss, but it is a third-tier company. Before Meta (NASDAQ: META) posted poor results, it fell 20% and is down over 25% for the year.
#NVIDIA #Microsoft #NYSE
Customers Microsoft and Meta are building competing AI chips, threatening the near-monopoly behind Nvidia's $91 billion quarterly revenue forecast.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
How low can a stock go if it misses earnings? Well, look at its 52-week low. If that happens to Nvidia (NASDAQ: NVDA), the stock would drop 20% to $165, where it was in late March. That was when AI suddenly fell out of vogue amid worries it wasn't the greatest invention of all time.
Oracle(NYSE: ORCL) missed earnings, dropping more than half, but it is considered the weakest of the large tech companies. IBM (NYSE: IBM) fell 20% on a miss, but it is a third-tier company. Before Meta (NASDAQ: META) posted poor results, it fell 20% and is down over 25% for the year.
#NVIDIA #Microsoft #NYSE
28 days ago
WDAY enters August 27 earnings with a 91% beat probability, four straight EPS beats, and Silver Lake buyout talks anchoring the stock.
A forward P/E of 18 and PEG of 0.75 reframe WDAY as reasonably priced, with agentic AI solutions already approaching $500 million in ARR.
WDAY's 14% subscription revenue growth outpaces CRM, while 97% gross revenue retention and a pure cloud model give it an edge over ORCL.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Workday didn't make the cut. Grab the names FREE today.
Owning Workday (NASDAQ:WDAY) shares into the August 27, 2026 after-market earnings report is the cleanest pre-earnings setup in enterprise software today. The prediction market is pricing a 0.91 probability of a beat, the company just delivered its fourth consecutive EPS beat, and buyout chatter has put a strategic floor under the stock. The odds favor the bulls.
#beat #august #probability
A forward P/E of 18 and PEG of 0.75 reframe WDAY as reasonably priced, with agentic AI solutions already approaching $500 million in ARR.
WDAY's 14% subscription revenue growth outpaces CRM, while 97% gross revenue retention and a pure cloud model give it an edge over ORCL.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Workday didn't make the cut. Grab the names FREE today.
Owning Workday (NASDAQ:WDAY) shares into the August 27, 2026 after-market earnings report is the cleanest pre-earnings setup in enterprise software today. The prediction market is pricing a 0.91 probability of a beat, the company just delivered its fourth consecutive EPS beat, and buyout chatter has put a strategic floor under the stock. The odds favor the bulls.
#beat #august #probability
