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Oracle Corporation
74 posts
Fortinet (NASDAQ: FTNT) plunges 21%. Is recurring revenue the problem?
Fortinet reported 29% billings growth, stronger earnings and record third-quarter operating margins, yet its shares suffered a dramatic selloff. A reduced services forecast, delayed subscription activations and slowing firewall hardware growth explain why investors are questioning the durability of its expansion.
Asia-Pacific telco AI alliances split into four models, but only some move carriers up the value chain
Public agreements across seven Asia-Pacific markets show telco and hyperscaler partnerships clustering into four models: physical network integration, sovereign cloud, AI compute platforms and edge automation. The structure matters because some carriers are capturing little more than infrastructure economics, while others are trying to move into higher-value AI services.
Bloom Energy (NYSE: BE) near $218: Can 138% growth justify $64bn as cash flow turns negative?
Bloom Energy's quarterly revenue surged 138.1% as demand for AI data centre power accelerated, but the company reported negative free cash flow of approximately $181 million. With shares near $218 and a $64.4 billion equity valuation, the central question is whether rapid expansion can translate into sustainable cash generation without excessive capital spending or dilution.
Oracle proposes $300m Point Beach cost shift as Wisconsin AI campus expands
Oracle plans to subscribe to part of Point Beach Nuclear Plant’s power purchase arrangement, potentially shifting about $300 million of rising fuel costs away from Wisconsin utility customers as its massive Port Washington AI campus moves toward operation.
Can Tencent rent 100,000 AI chips abroad while US controls block China sales?
Tencent has reportedly secured five years of access to about 100,000 advanced AI chips through Oracle data centres in Southeast Asia for roughly $7 billion, shifting the US-China semiconductor contest from physical chip shipments toward the more complicated question of who can remotely use advanced computing installed outside China.
Oracle shares fall as Project Jupiter force majeure notice raises AI data-centre risk
Oracle Corporation shares came under pressure after Bloomberg News reported that the company issued a force majeure notice linked to Project Jupiter, its enormous New Mexico artificial-intelligence data-centre campus. Oracle says construction remains on schedule, while developer owner Blue Owl Capital says the notice does not change existing financial commitments.
Oracle layoffs deepen as $2.8bn restructuring collides with massive AI spending push
Oracle Corporation has begun another US layoff round as its restructuring bill reaches roughly $2.8 billion, even while cloud infrastructure growth and AI investment accelerate.
Oracle (ORCL) reports $19.3bn Q1 FY27 revenue as IaaS reaches $7.4bn
Oracle delivered 121% infrastructure cloud growth and added 850 MW of data center capacity in its fiscal first quarter, but $28.5 billion of capital expenditure and negative free cash flow keep the economics of its AI expansion under scrutiny.
Positron AI valuation jumps fourfold to $5bn as Liberty Global joins $875m funding round
Liberty Global backs Positron AI in an $875 million round valuing the Nvidia challenger at $5 billion as AI inference demand accelerates.
Oracle revenue jumped 17%, yet thousands more jobs could go. The $55.7bn AI bill explains why
Oracle is reportedly considering another broad workforce reduction that could affect thousands of employees globally, including workers in India, after its headcount already fell by roughly 21,000 in one year and annual capital expenditure surged 162% to $55.7 billion as the software giant races to build AI data-centre capacity.