That's going to be a historic quarter when you look at the work and it shows the type of CapEx we're seeing in the use cases are exploding. We've talked about so much here in the change my life. I mean, as simple as that.Look, and the reality is anyone that thinks hype not real, right. That Oracle number is a validation. That's a drop the mike from Safra and Alison. That shows to me, okay, what's going to happen the rest attacking the A Brahmin.Did we have a drop the mike moment with Mr. . Cook yesterday I ...

That's going to be a historic quarter when you look at the work and it shows the type of CapEx we're seeing in the use cases are exploding. We've talked about so much here in the change my life. I mean, as simple as that.Look, and the reality is anyone that thinks hype not real, right. That Oracle number is a validation. That's a drop the mike from Safra and Alison. That shows to me, okay, what's going to happen the rest attacking the A Brahmin.Did we have a drop the mike moment with Mr. . Cook yesterday I ...

Uh, by the way, speaking of cloud and everything else, we got a news alert on Open AI and Oracle of all companies. Let's head back out to McKenzie Sagalos in San Francisco for more. Mac, what can you tell us.So, Dom, we're getting fresh insight into Oracle's blockbuster cloud revenue numbers. The Wall Street Journal is reporting that OpenAI has signed a $300 billion deal with Oracle for cloud computing power, one of the largest such contracts that we've seen. That goes well beyond its current revenue.And th ...

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Core Insights - Oracle reported first-quarter fiscal 2026 non-GAAP earnings of $1.47 per share, meeting estimates and increasing 6% year over year in USD [1][10] - Revenues rose 12% year over year to $14.9 billion, driven by significant AI cloud contracts [2][10] Revenue Breakdown - Revenues from the Americas increased 15.4% year over year to $9.66 billion, accounting for 64.7% of total revenues [3] - Europe/Middle East/Africa revenues climbed 7.8% to $3.48 billion, contributing 23.3% of total revenues [3] - Asia Pacific revenues increased 4.5% to $1.78 billion, representing 11.9% of total revenues [3] Cloud Revenue Performance - Total cloud revenues surged 28% year over year to $7.2 billion, with cloud infrastructure consumption revenue up 57% [5][10] - Cloud application revenue was $3.8 billion, up 11% year over year [5] - Autonomous Database revenues increased 43% year over year [5] Operating Performance - Non-GAAP operating income was $6.2 billion, up 9% year over year [11] - Total operating expenses increased 14% year over year to $8.69 billion [11] Balance Sheet and Cash Flow - As of August 31, 2025, Oracle had cash and cash equivalents of $11 billion [12] - Operating cash flow was $8.1 billion, up from $7.4 billion in the prior year [12] - Free cash flow was negative $362 million due to $8.5 billion in capital expenditures [12] Future Guidance - For Q2 fiscal 2026, Oracle expects total revenues to grow 12% to 14% in constant currency [15] - Cloud Infrastructure is projected to grow 77% to $18 billion in fiscal 2026 [16] - Capital expenditures are expected to increase to around $35 billion in fiscal 2026 [18]

Investors who owned options betting on a rally in Oracle saw the value of their holdings jump by around $1.5 billion after the software maker’s stock soared on strong demand for its cloud computing business https://t.co/hsuG6Yyg5X ...

Core Viewpoint - Oracle's long-term growth potential may be hindered by power supply issues, necessitating significant investments in energy to meet its ambitious revenue targets for the cloud business by FY30 [2][4]. Group 1: Oracle's Growth and Power Supply - Oracle's guidance includes a projected $145 billion in OCI revenue by FY30, but the sustainability of this growth is questioned due to potential power supply constraints [2][4]. - Competitors like Microsoft are already investing in alternative energy sources, indicating a trend that Oracle may need to follow to secure its growth [3][4]. - The need for a cohesive strategy regarding power sourcing is emphasized, as Oracle's long-term guidance may not account for future energy demands [4]. Group 2: Revenue Quality and Capacity Concerns - Oracle benefits from excess GPU capacity, but there are concerns about future capacity constraints that could impact its competitive position [7][8]. - The quality of revenue growth is under scrutiny, with some margins potentially being negative for certain use cases, raising questions about the overall profitability of Oracle's cloud business [5][8]. - The shift in power dynamics from inferencing to fine-tuning could provide some margin uplift, but evidence is needed to support the notion of a highly profitable business model [8]. Group 3: Competitive Landscape and Alternatives - Microsoft is highlighted as a preferred investment due to its higher quality AI revenue generation across various layers, contrasting with Oracle's current strategy [9][10]. - Other companies like MongoDB, HubSpot, and Intuit are identified as under-the-radar opportunities to capitalize on the AI trend, suggesting a broader competitive landscape beyond Oracle and Microsoft [11][12].

Core Viewpoint - Oracle's shares have surged to all-time highs, marking one of the largest rallies since the dot-com era, driven by strong investor sentiment and future growth prospects in cloud and AI sectors [1][13]. Company Performance - Oracle's backlog has reached approximately $455 billion, primarily driven by AI superclusters and cloud contracts, which is a significant factor in boosting investor confidence [3]. - The company is guiding for cloud infrastructure revenue to grow from $18 billion this fiscal year to $144 billion by 2030, indicating a robust growth trajectory [4]. Industry Trends - The demand for AI services is increasing, with substantial investments in data centers across the industry, suggesting that the AI market is still in its early stages of growth [5][6]. - The benchmarks indicate that AI's capability for sustained business work has improved significantly, which is expected to drive automation and growth in IT spending through 2026 and beyond [7]. Strategic Positioning - Oracle's multi-cloud strategy and partnerships with leading hyperscalers have resulted in a 1500% growth in deals across other cloud platforms, showcasing its strong market position [9]. - Despite concerns about overconcentration in large AI contracts, Oracle's diversified business model helps mitigate risks associated with dependency on a few major contracts [10]. Financial Considerations - The company is facing pressure on margins due to capital expenditures related to the construction of 47 data centers, which may impact stock performance in the future [11][12].

Group 1 - Hut 8 Corp. (NASDAQ:HUT) experienced a share price increase of 14.99% on Tuesday, closing at $29.30, driven by positive sentiment towards high-performance computing (HPC) stocks [1][3] - The rally in Hut 8's stock was supported by a significant $18 billion cloud computing deal announced by Nebius Group with Microsoft Corp., which also positively impacted other companies in the sector such as TeraWulf Inc., Riot Platforms, IREN Ltd., and Cipher Mining [2][3] - Hut 8 is expanding its digital infrastructure capabilities with plans to construct four new sites across the US, which will increase its total power capacity to over 2.5 gigawatts across 19 sites upon full operation [3]

On the stock market today, Rubrik stock retreated 17% to near 82 in morning trading. Rubrik sells a cloud computing-based data backup and recovery platform aimed at protecting companies from ransomware attacks. About 85% of Rubrik's revenue comes from subscription software sales. Key Financial Metric BREAKING: Indexes Mixed As Oracle Skyrockets Rubrik (RBRK) stock collapsed on Wednesday after the company reported a narrower-than-expected second- quarter loss while revenue topped expectations. The company's ...