Oracle’s AI Bet: Earnings Report to Reveal Cloud Success
# Oracle at an AI Crossroads: High Stakes Ahead of Earnings Report Amidst Massive Infrastructure Investments Oracle is standing at a pivotal moment, with its upcoming fiscal first-quarter earnings report on September 10th poised to reveal whether its…
Oracle Bets Big on AI
Oracle’s AI Buildout Tests the Limits of Its Legacy Moat Oracle’s decision to pour tens of billions into AI data centers has transformed the company from a high-margin software stalwart into one of the most capital-intensive infrastructure players in…
Alibaba 41% Undervalued
Alibaba’s Discounted Cash Flow Model Signals 41 Percent Undervaluation Even as EU Antitrust Penalties and AI Capital Outlays Intensify Alibaba Group Holding’s intrinsic value estimate of roughly $196 per share sits 41.3 percent above recent trading…
Alphabet’s AI Boom
Alphabet’s second-quarter results reveal a company where artificial intelligence has moved from experimental add-on to the central engine of every major business line. Revenue reached $119.8 billion, a 24 percent increase that marked the twelfth straight…
Oracle Credit Rating Cut
Oracle’s credit rating has been cut to BBB- by S&P Global Ratings, placing the company one notch above junk status at the precise moment its largest AI infrastructure commitments are accelerating. The downgrade reflects a widening gap between…
Alphabet’s AI Push
Alphabet Navigates AI Infrastructure Demands While Ethical Cloud Contracts Draw Scrutiny Alphabet’s balance sheet continues to anchor its position in enterprise technology even as capital expenditures for AI infrastructure reach unprecedented levels.…
Oracle’s AI Push
Oracle’s aggressive expansion of its AI infrastructure capabilities is colliding with the realities of capital-intensive growth, as a record $638 billion remaining performance obligation backlog fuels optimism even as the company commits up to $95…
Oracle Shares Slide
Oracle’s AI Ambitions Clash With Capex Fears as Shares Slide Ahead of June 10 Earnings Oracle shares fell more than 6 percent in early trading on June 3, 2026, even as the company’s contracted backlog reached $553 billion and AI infrastructure revenue…