Oracle's accelerating cloud infrastructure revenue growth, multi-cloud partnerships, and outcome-based pricing models have driven RPOs to $638B (+362.3% YoY). Their disciplined capex strategy, strong
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Oracle: Time To Look Past The Noise

02:22am, Monday, 15'th Jun 2026
Oracle is upgraded to Strong Buy, as I believe the market underestimates its AI-driven growth and cloud momentum. ORCL posted stellar earnings, with 47% cloud revenue growth and a 93% surge in cloud i
Oracle continues to see strong revenue growth and a growing backlog. However, gross margins have been under pressure and it's burning through cash.
Oracle operates some of the best data center infrastructure for artificial intelligence workloads.
Oracle (NYSE: ORCL) will pay its next quarterly dividend on July 24, 2026, with shareholders set to receive $0.50 per share.
Oracle (NYSE: ORCL) will pay its next quarterly dividend on July 24, 2026, with shareholders set to receive $0.50 per share.
Oracle's plans to raise $40 billion through debt and equity sparked investor anxiety. The company's remaining performance obligations reached a record $638 billion.
The SpaceX IPO was highly successful as the company raised $75 billion from investors. Other tech companies that may file are OpenAI, Anthropic, and Anduril.
Oracle (ORCL 0.05%) is spending aggressively to build its AI infrastructure.
Oracle's remaining performance obligations reached $638 billion last quarter. Salesforce's Agentforce annual recurring revenue grew 205% year over year.

Breaking Down Earnings Season Simply

08:06pm, Friday, 12'th Jun 2026
Earnings season is undoubtedly hectic for market participants, with companies finally revealing what's transpired behind closed doors.
The earnings revisions trend for full-year 2026 has been positive for quite some time now, with estimates for 11 of the 16 Zacks sectors increasing since the start of March. Energy, Basic Materials, a
Micron Technology (NASDAQ:MU | MU Price Prediction) is the chip stock dominating every feed after its memory business rode the AI cycle to a $1.12 trillion market cap and a 760.37% one-year run.
ORCL shares plunge despite record Q4 as heavy AI spending, negative cash flow and dilution fears overshadow strong cloud growth and bold guidance.
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