So, let's go inside out on Oracle ahead of earnings. Joining us now is Steven Dickens, CEO and principal analyst, Hyperframe Research. Very good morning to you, Stephen.What are your expectations for Oracle heading into this report card. >> Hey, Sam. So, thanks for having me on the show.I think what I'm looking for as I look towards their Q2 earnings for their financial year 2026 is [gasps] the market's going to be looking at cloud backlog. It's going to be looking at capex. One of the key indicators for me ...

Fox Business Alert is the OG AI chatbot creator starting to worry that it's losing its lead in the AI arms race. According to the Wall Street Journal, OpenAI CEO Sam Alman declared in a companywide memo a quote code red on improving the quality of chat GPT as it faces growing competition from one particular name. The journal says of particular concern to Altman is Google, which released a new version of its Gemini AI model last month that surpassed OpenAI on industry benchmark tests and sent the search gian ...

Core Insights - Oracle is currently in the spotlight due to its AI World 2025 event in Las Vegas, coinciding with the start of the earnings season [1] - The company's stock has surged nearly 30% since early September, driven by projections of significant growth in cloud and AI sectors [2] - Oracle is recognized as the fourth hyperscaler, outpacing competitors like AWS, Google, and Microsoft Azure, with growth rates of 50-60% quarter-on-quarter compared to peers at around 30% [4][13] Company Performance - Oracle has $455 billion in remaining performance obligations, indicating strong future revenue potential [5] - The partnership with AMD for 50,000 new GPUs is a strategic move to enhance its AI capabilities [4][7] - The company is focusing on a modular approach to cloud deployment, allowing for smaller footprints and a comprehensive service portfolio [8] Market Position - Oracle's AI data platform is integrated with 600 agents in its Fusion and Netsuite applications, with announcements of partnerships with major firms like IBM and Accenture [9][10] - The company is positioned to compete effectively against Salesforce and others in the AI framework space, leveraging both infrastructure and application capabilities [10] Financial Outlook - Oracle is perceived as having a competitive edge in cloud infrastructure pricing, which is crucial for gaining market share [13] - The company maintains a profitable business mix, with strong fundamentals across its various segments, including its core database franchise [14]