Michael Burry Raises Red Flag on Oracle’s $664B Backlog and AI Spending: ‘The Customer Is Now the Lender’
Michael Burry, known as "The Big Short" investor, has analyzed Oracle Corp.'s $664 billion backlog, arguing that the company effectively turns its customers into lenders to fund its AI infrastructure. He suggests that Oracle's contract structures, particularly its Remaining Performance Obligations (RPO), mask debt obligations within the AI expenditure cycle. Burry's critique extends to other "Big 5 public hyperscalers," warning of potential massive depreciation expenses and write-downs for these companies.
Oracle (ORCL) Invests $10M to Support Nashville Symphony Amid Fi
Oracle (ORCL) has committed $10 million to the Nashville Symphony to help it overcome financial difficulties, prevent furloughs, and restore its performance schedule for the 2026-27 season. This investment is part of Oracle's corporate social responsibility, supporting community arts. While Oracle's GF Score™ is high at 92/100 due to strong profitability and growth, its Price-to-Sales ratio is slightly above its historical median, and its negative free cash flow makes earnings-based valuations less relevant, leading to a cautious market outlook and mixed guru/insider activity.
Oracle Corp Stock Futures,Mar-2 (SORCLH27.CME) futures chain
The article provides a snapshot of the Oracle Corp Stock Futures, Mar-2 (SORCLH27.CME) performance. It shows the futures trading at 143.11, marking a +3.79% increase, with a +5.22 change as of October 2nd. The article also notes that futures data is currently unavailable for this specific ticker.
Nashville Symphony musicians avoid planned furloughs with Oracle's $10 million
Oracle (NYSE: ORCL) has announced a $10 million investment and partnership with the Nashville Symphony, preventing planned musician and staff furloughs and restoring the orchestra's 2026-27 season. The funding addresses immediate financial needs during the Symphony's restructuring and ensures the cultural institution's continued operation in Nashville, where Oracle is building its new headquarters. This commitment was praised by Nashville's Mayor and the Symphony's leadership as a crucial lifeline.
Oracle Announces $10 Million Partnership with the Nashville Symphony
Oracle has announced a $10 million investment and strategic partnership with the Nashville Symphony to help sustain the organization and reinstate its 2026-27 season. This funding will address immediate financial needs, allow the Symphony to recall furloughed musicians and staff, and support the cultural institution as Oracle builds its new headquarters in Nashville. The partnership aims to ensure the Symphony's long-term sustainability and continued contribution to the community.
Oracle Announces $10 Million Partnership with the Nashville Symphony
Oracle has announced a $10 million investment and strategic partnership with the Nashville Symphony. This funding will allow the Symphony to reinstate its 2026-27 season and recall furloughed musicians and staff, addressing immediate financial needs and ensuring the continuation of its programs. The partnership highlights Oracle's commitment to supporting cultural institutions in Nashville as it builds its new headquarters in the city.
Amazon makes vow to data center towns
Amazon has pledged over US$1 billion to US communities hosting its data centers, aiming to address local concerns amidst the AI-fueled construction boom. This initiative, called Built Together, will fund education and energy efficiency, and Amazon Web Services (AWS) also committed to transparency regarding energy/water use and discontinued non-disclosure agreements with government agencies. Other tech giants like Microsoft and OpenAI have made similar commitments to assuage community opposition and support infrastructure development for AI.
ServiceNow, Inc. (NOWS.TO) stock price, news, quote and history
This article provides detailed stock information for ServiceNow, Inc. (NOWS.TO), including its current price, daily and historical performance, and key financial metrics. The stock closed at 17.06 CAD, down 2.57% for the day, with a 52-week range of 10.47 to 20.07. It also lists related tickers that people are watching.
AI Data Center Delays Raise New Questions For ORCL, BE And APLD, Says IO Fund — ‘Power, Not Demand, Is Becoming The Bottleneck’
AI data center projects, exemplified by Oracle's Project Jupiter, are facing new obstacles beyond just securing power, including financing, permits, fuel supply, and local approvals. Investment research firm IO Fund highlights that "permissioned megawatts" are crucial for operational capacity, creating potential risks for companies like Bloom Energy (BE) and Applied Digital (APLD). The firm concludes that "power, not demand, is becoming the bottleneck," emphasizing the importance of converting contracted capacity into revenue.
Salesforce (CRM) Is Buying Back $50 Billion of Stock. What Does That Say About Growth?
Salesforce authorized a substantial $50 billion share repurchase program, half of which was executed as the largest accelerated repurchase in history. This move suggests that management may see limited organic growth opportunities, especially considering the rise of AI which could impact Salesforce's core "seat" sales model. While the company demonstrates strong cash generation and an attractive valuation compared to the S&P 500, the buyback strategy contrasts with its historical growth through acquisitions and raises questions about its investment in future product cycles amid technological shifts.
ServiceNow (NOW) Dropped, What Is Behind the Fresh Attention?
ServiceNow (NOW) recently launched Flow, a conversational AI service desk, generating fresh attention for the stock. Despite a recent 4.87% pullback in the last 30 days, the company shows long-term momentum with a 24.51% increase over 90 days and a 19.83% 3-year total shareholder return. While some narratives suggest the stock is 48% undervalued based on cash flow, its P/E ratio of 83.2x is significantly higher than industry averages, presenting a mixed valuation picture for investors.
Adobe Inc. Research & Ratings | ADBE
This article provides detailed research and ratings for Adobe Inc. (ADBE), including its stock performance data, analyst ratings, price targets, and earnings estimates. It offers a comprehensive overview of Adobe's financial health, market position, and future outlook based on various financial metrics and expert analyses.
Larry Ellison Risk Exposed by Paramount and Oracle Debt Binges
Billionaire Larry Ellison's financial backing for both Paramount Skydance Corp. and Oracle Corp. is creating concern on Wall Street, as both companies have undertaken significant debt. Investors are starting to view the two credits as intertwined, fearing that a downturn in Oracle's stock could impact Ellison's ability to support Paramount, especially given his family's wealth is tied to Oracle shares and the company's own capital-intensive AI buildout. The convergence of default insurance costs for both firms indicates a growing perception of shared risk, prompting lenders to consider their total "Larry Ellison risk."
Positive Signal: Stephen Rusckowski Shows Faith, Buying $3.48M In Oracle Stock
Stephen Rusckowski, a Board Member at Oracle, recently purchased 25,000 shares of Oracle stock for $3.48 million, indicating strong confidence in the company. Oracle, known for its enterprise applications and infrastructure, showed a 29.61% revenue growth as of August 31, 2026, surpassing its Information Technology sector peers. Despite a high debt-to-equity ratio, its valuation metrics like P/E, P/S, and EV/EBITDA ratios suggest it may be undervalued compared to industry averages.
If You Invested $100 In Oracle Stock 20 Years Ago, You Would Have This Much Today
If an investor had put $100 into Oracle (NYSE: ORCL) stock 20 years ago, it would be worth $767.12 today, reflecting an average annual return of 10.67%. Oracle has outperformed the market over this period by 1.59% on an annualized basis. The article highlights the significant impact of compounded returns on cash growth over time.
Salesforce Expands AI Bundles: Will Higher Adoption Boost ARR?
Salesforce is expanding its AI bundles, including new Core, Advanced, and Max editions for its Sales, Service, and Industries products, to drive higher adoption and recurring revenue. Early results show increased bookings and Slack upgrades, indicating a shift from AI trials to broader purchases, with Agentforce ARR topping $1.5 billion. While this strategy is expected to boost revenue growth, Salesforce faces intense competition from rivals like Microsoft and Oracle, who are also aggressively bundling AI into their offerings.
Oracle Corp (ORCL) Stock Up 3.1% and Still Undervalued -- GF Sco
Oracle Corp (ORCL) saw its stock rise 3.1% to $142.30, but GuruFocus still considers it undervalued by 26.6% with a GF Value of $193.78. Despite a strong GF Score of 92/100, indicating high profitability and growth, the company faces profitability challenges, cash-flow issues, and significant insider selling, suggesting caution for investors. The current valuation is below historical P/E levels, presenting a potential opportunity if financial health improves.
Oracle Stocks Jump 2% as NetApp Storage Targets AI Migration
Oracle's stock rose 2% after announcing a partnership with NetApp to offer a fully managed NetApp storage service on Oracle Cloud Infrastructure (OCI). This initiative aims to simplify data migration for companies, helping Oracle attract enterprise workloads and enhance its AI infrastructure business. The service, expected to be generally available within 12 months, will integrate NetApp's ONTAP data-management capabilities into OCI, supporting various applications and potentially driving substantial customer engagement and revenue for Oracle.
Ransomware Report Could Be A Big Moment For Zscaler Stock (ZS)
Zscaler's recent 2026 ThreatLabz Ransomware Report revealed a 275% year-over-year increase in attacks and significant data theft, with AI enhancing targeting and exploiting tools like Microsoft Teams. This surge in AI-driven ransomware and data extortion could heighten demand for robust cloud security platforms, reinforcing Zscaler's investment narrative. The company's future success hinges on converting this increased awareness into larger contracts while managing costs and competition, with new CRO Ross Tackett playing a key role in sales and market execution.
Oracle Point Beach subscription awaits Wisconsin review
Oracle Corporation has agreed to subscribe to a portion of the Point Beach nuclear plant's output, potentially saving Wisconsin customers approximately US$300 million in energy costs. This agreement with We Energies is contingent on approval from the Public Service Commission of Wisconsin. While the deal aims to protect ratepayers, details such as megawatt volume, term, and financial settlement terms have not yet been disclosed.
Oracle Corp Stock (ORCL) Moved Up by 4.14% on Oct 2: What Signal Does It Send?
Oracle's stock (ORCL) surged by 4.14% on October 2nd, driven by a multi-billion-dollar cloud compute lease agreement with Tencent Holdings, signaling strong demand for its AI infrastructure. Despite concerns over high capital expenditures and execution risks, positive analyst ratings and insider buying further bolstered investor confidence. The company's robust contractual backlogs and upfront customer prepayments helped overcome intraday volatility.
Salesforce Expands AI Bundles: Will Higher Adoption Boost ARR?
Salesforce is expanding its AI bundles, such as Agentforce Sales, Service, and Industries, to encourage greater customer adoption of its AI tools and boost recurring revenues. The company's AI business has shown significant growth, with Agentforce ARR topping $1.5 billion in Q2 fiscal 2027, but overall revenue growth remains modest. Salesforce faces stiff competition from Microsoft and Oracle, who are also aggressively bundling AI into their enterprise software offerings to drive customer spending.
Salesforce Expands AI Bundles: Will Higher Adoption Boost ARR?
Salesforce is expanding its AI bundles with new offerings like Core, Advanced, and Max editions for its various services, aiming to increase customer adoption and recurring revenues. Early results show significant growth in AI-related bookings and annual recurring revenues, suggesting that customers are moving towards broader AI purchases. While AI growth hasn't dramatically changed Salesforce's overall revenue growth rate yet, the company anticipates that stronger adoption of these bundles could accelerate recurring revenue growth.
Deutsche Bank Aktiengesellschaft Upgrades Polar Capital (LON:POLR) to Buy
Deutsche Bank Aktiengesellschaft has upgraded Polar Capital (LON:POLR) to a "buy" rating, increasing its price target from GBX 1,150 to GBX 1,200, which suggests a 45.1% potential upside. Royal Bank of Canada also raised its target to GBX 1,260 with an "outperform" rating, contributing to a consensus "Buy" rating and an average target price of GBX 1,028.33. The company recently reported strong quarterly earnings of GBX 59.20 EPS, a 42.37% return on equity, and a 21.43% net margin, although some insiders have sold shares.
Brunswick Corporation (NYSE:BC) Stock Rated "Moderate Buy" by Sell-Side Analysts
Sell-side analysts have given Brunswick Corporation (NYSE:BC) a "Moderate Buy" consensus rating, with an average 12-month price target of $88, exceeding its current share price of $64.16. The company recently surpassed quarterly earnings expectations, reporting $1.56 EPS against a $1.19 consensus and $1.56 billion in revenue, up 7.7% year-over-year. Institutional investors hold a significant 99.34% of Brunswick's outstanding shares.
Big CX News from Five9, NICE, Oracle & Webex
This article summarizes recent customer experience (CX) news, highlighting new releases and integrations from major companies. Five9 has expanded its Genius AI Suite with a new GenAI knowledge tool to enhance agent efficiency, while NICE Actimize launched SURVEIL-X Behaviour for AI-powered employee conduct monitoring. Oracle has boosted its personalized messaging capabilities through an integration with Syniverse, and Calabrio enhanced its call recording features for superior Webex integration.
Oracle Stock Is Falling: What's Going On?
Oracle (NYSE: ORCL) shares dipped after an initial rise following a reported $7 billion leasing agreement with Tencent for AI chips and data centers in Southeast Asia. Despite the positive news, the stock reversed due to overall market weakness and its long-term technical chart remains challenging, with shares trading significantly below key moving averages and having lost almost 53% over the past year.
Rimini Street choosing partnership to give customers choice
Rimini Street is focusing on partnerships, such as with Datacom, to provide customers with flexibility and choice regarding SAP and Oracle support. The company aims to address "AI fatigue" and vendor pressure for upgrades by allowing customers to modernize their ERP environments on their own timelines, without necessarily performing full upgrades. Shirley Riddick, Rimini Street GVP and regional general manager A/NZ, emphasizes the importance of local relationships and providing options for customers to invest in AI and automation effectively, stressing process reengineering before layering new technologies.
SEI Investments (NASDAQ:SEIC) Chairman Sells 5,483 Shares of Stock
SEI Investments (NASDAQ:SEIC) Chairman Alfred West Jr. sold 5,483 shares of the company's stock, valued at approximately $565,626, reducing his ownership by 0.08%. Despite this sale, he retains significant holdings of 6.78 million shares. The company recently exceeded quarterly earnings expectations, reporting an EPS of $1.66 against a $1.44 consensus and a 14.7% year-over-year revenue increase.
AXT (NASDAQ:AXTI) Shares Climb 6% - Still a Buy?
AXT (NASDAQ:AXTI) shares climbed 6% during mid-day trading but still hold an overall "Hold" rating from analysts with a consensus price target of $77. The semiconductor company recently exceeded earnings expectations, reporting $0.19 EPS against a $0.07 estimate and revenue of $47.59 million versus $34.08 million expected, with Q3 guidance set at $0.30-$0.32 EPS. Insider selling by a director was noted, while institutional investors showed mixed activity, with significant increases in holdings by some funds.
Oracle Lands $7 Billion Tencent AI Deal — Chinese Tech Giant to Access 100,000 Advanced Chips Through Sou
Oracle has reportedly secured a $7 billion deal with Tencent, allowing the Chinese tech giant access to 100,000 advanced AI chips through Oracle's Southeast Asia data centers. This five-year lease helps Tencent bypass U.S. export controls on advanced chips in China, enabling it to enhance its AI models and develop new agentic tools. The agreement highlights Chinese companies' growing strategy to access overseas computing capacity due to domestic supply limitations and trade restrictions.
Inside Larry Ellison's Wide Web of Power, Money and Politics, As Oracle's Data Centers Claim Force Majeure
Larry Ellison, the 82-year-old software titan and co-founder of Oracle, has significantly expanded his influence across various sectors, including data centers, media, and politics, reminiscent of an "octopus" with far-reaching tentacles. His recent high-risk ventures include saddling Oracle with $130 billion in debt to build AI data centers for clients like OpenAI and financing his son David's acquisition of major Hollywood studios like Paramount and Warner Bros. Discovery. Ellison's political alignment has also shifted, becoming a significant GOP donor while maintaining close ties with figures like Benjamin Netanyahu and Tony Blair.
California’s SaaS Tax Raises the Stakes for Technology M&A
California's new SB 122 law, effective January 1, 2027, extends sales and use tax to digital products including SaaS, significantly impacting technology M&A. This change necessitates new diligence considerations for dealmakers, including operational readiness, pricing adjustments, and careful allocation of transition risks. The legislation comes at a time when the software sector is already experiencing pressure in the private equity market.
Pre-tax profits at data centre builder Equinix down 36%
Pre-tax profits for Equinix (Ireland) Ltd decreased by 36% to €4.4 million last year, despite a 9% increase in revenues to €82.4 million. The profit drop was primarily due to the non-recurrence of €2.9 million in dividend income from the previous year. Equinix expanded its operations in Ireland through a €61.27 million acquisition of BT Group Plc's data centre business, and the company plans to continue increasing its data centre capacity due to strong demand.
Bank of America Corp DE Purchases New Position in Orion S.A. $OEC
Bank of America Corp DE has acquired a new position in Orion S.A. (NYSE:OEC), purchasing 313,790 shares valued at approximately $2.08 million during the second quarter. This acquisition represents 0.56% of Orion's stock, with institutional investors and hedge funds collectively owning 94.33% of the company. Despite Orion reporting higher-than-expected revenue, its earnings per share missed consensus estimates, and the stock opened down 3.3% at $5.62, with analysts maintaining a "Strong Sell" consensus and an average price target of $6.08.
Tencent leases 100,000 AI chips from Oracle in $7 billion deal
Tencent has signed its largest overseas lease agreement to date with Oracle, valued at approximately $7 billion, to secure 100,000 AI chips. This deal allows Tencent to access cutting-edge AI chips not available in China, supporting its expansion into large language models amidst increasing U.S. export controls on AI technology. The five-year contract involves Oracle data centers in Southeast Asia, with about 30% of the total sum due upfront.
JPMorgan Chase & Co. $JPM Stock Sold by HighTower Advisors LLC
HighTower Advisors LLC has reduced its stake in JPMorgan Chase & Co. by 1.4% in the second quarter, selling 36,007 shares. Despite this, JPMorgan remains a significant holding for HighTower, representing 0.8% of its portfolio. Other institutional investors like Bank of America Corp DE and Norges Bank significantly increased their holdings in JPM.
2026 The Most Powerful Women in Banking, #22, Hope Dmuchowski, First Horizon Corporation
Hope Dmuchowski, CFO of First Horizon Corporation, is recognized as one of the most powerful women in banking for transforming the CFO role beyond traditional accounting. She has focused on increasing shareholder value, overseeing significant operational overhauls, and leading strategic initiatives that resulted in four consecutive quarters of strong adjusted return on tangible common equity and a substantial stock buyback. Dmuchowski's leadership emphasizes operationalizing strategy and fostering a shared commitment among employees, contributing to First Horizon's strong performance.
Oracle says no critical infrastructure damaged at Project Jupiter site (ORCL:NYSE)
Oracle and STACK Infrastructure reported that no critical infrastructure was damaged at their Project Jupiter campus in southern New Mexico, despite recent flooding. The project is proceeding on its planned schedule. This ensures that the construction and development of Project Jupiter remain unaffected by the natural event.
Tencent Strikes $7 Billion Deal to Lease 100,000 AI Chips From Oracle
Tencent has reportedly signed a five-year, $7 billion lease agreement with Oracle to access approximately 100,000 advanced AI chips in Southeast Asian data centers. This deal allows Tencent to circumvent US export controls preventing direct sales of Nvidia's advanced processors to China by leveraging an overseas cloud-access loophole. The agreement, which includes a significant upfront payment, diversifies Oracle's AI customer base beyond OpenAI but could draw increased scrutiny from Washington lawmakers aiming to close this loophole.
Oracle Corporation : Don't Catch Falling Knife When Thesis Depends On One Customer (ORCL)
Oracle Corporation is highlighted as a risky investment due to its aggressive capital expenditure, substantial debt, and over-reliance on a single contract with OpenAI. The company's significant net debt and off-balance-sheet lease commitments far outweigh its equity, creating financial pressure, especially with rising interest rates. Despite a steep stock decline, its valuation may still be inflated, making it a "falling knife" rather than a bargain.
Is NetApp (NTAP) Becoming More Central To AI Infrastructure With Novus?
NetApp (NTAP) has introduced Novus, a new AI storage architecture designed to tackle GPU bottlenecks in large-scale AI factory workloads. This platform, along with expanded alliances with Oracle, Supermicro, and SAP, aims to position NetApp more centrally in the AI infrastructure landscape. The company is focusing on subscription-based services and hybrid multi-cloud solutions, shifting away from one-off hardware cycles, with future success depending on customer adoption and workload scaling on Novus and OCI NetApp Storage Service.
NetApp Unveils Novus, AI Data Engine Upgrades to Power Agentic AI
NetApp (NASDAQ: NTAP) introduced Novus, a disaggregated storage architecture for large AI factories and GPU clusters, boasting zettabyte-scale file systems and performance up to 100 TB per second. The company also enhanced its AI Data Engine to activate heterogeneous enterprise data across various storage systems and clouds without migration, offering new metadata capabilities free for six months. Additionally, NetApp expanded its hybrid-cloud management, security, and recovery tools, alongside strengthening partnerships with Oracle Cloud, Google Cloud, and Microsoft Azure to support diverse AI workloads.
NetApp Unveils Novus, AI Data Engine Upgrades to Power Agentic AI
NetApp has introduced Novus, a new disaggregated storage architecture designed for large AI factories and GPU clusters, capable of zettabyte-scale file systems and high performance. The company also expanded its AI Data Engine to discover and activate heterogeneous enterprise data across various storage systems and clouds, offering its new metadata capabilities free for the first six months. These announcements, alongside broader hybrid-cloud management tools and expanded partnerships, aim to address infrastructure constraints and data fragmentation for agentic AI initiatives.
Data resiliency: how Oracle protects enterprise data
Oracle's data resiliency strategy is designed to protect enterprise data from ransomware attacks by ensuring data in critical systems is protected, accessible, and recoverable. This strategy integrates Oracle Exadata, built-in security from Oracle AI Database, and Zero Data Loss Recovery Appliance to provide trusted data resiliency. A key focus is on validating and restoring data to a known transactional state, ensuring backups are usable and identifying potential corruption before recovery.
NetApp Targets Massive GPU Utilization, Zettabyte-Scale AI Workloads With Novus Architecture
NetApp has introduced NetApp Novus, a new data architecture designed to support AI infrastructure and maximize GPU utilization for zettabyte-scale AI workloads. CEO George Kurian stated that Novus enables intelligent disaggregation for optimized performance and independent scaling, addressing the high bandwidth demands of GPU-led computing which traditional storage cannot meet. The architecture aims to help AI factories manage massive data sets, prevent GPU underutilization, and offer a scalable solution for complex AI simulations and data-intensive research.
NetApp CEO George Kurian: ‘We Are Light Years Ahead Of Everybody Else’ In Cloud, AI
NetApp CEO George Kurian asserts that NetApp is "light years ahead" of competitors in cloud and AI, positioning the company as an intelligent data infrastructure provider rather than just a storage vendor. He highlights NetApp's native integrations with major hyperscalers, new partnerships with Oracle Cloud and SAP, and strategic acquisitions like DataPelago and Peak:AIO to enhance its AI data infrastructure capabilities. Kurian emphasizes the importance of hybrid cloud environments and the role of channel partners in delivering NetApp's advanced solutions to customers.
BILL Expands Embedded Payments Reach With Blackbaud Partnership
BILL (BILL) has partnered with Blackbaud (BLKB) to embed its payment processing capabilities into Blackbaud Financial Edge NXT, aiming to simplify accounts payable for nonprofit and education finance teams. This strategic move, which involves a phased rollout of Payment Assistant powered by BILL, enhances BILL's embedded payments presence and aligns with its growth strategy through software companies. The partnership is expected to broaden BILL’s transaction activity, building on its strong fiscal 2026 performance with $98 billion in payment volume and $1.65 billion in revenues.
Kardigan, Inc. Announces Board and Committee Changes, Effective September 29, 2026
Kardigan, Inc. announced the appointment of Kristin Reinke to its Board of Directors, where she will chair the Audit Committee, effective September 29, 2026. This change is part of the Board's public company evolution, which also includes Doug Giordano stepping down from the Board on the same date. Ms. Reinke currently serves as vice president of finance at Google and has extensive experience in finance leadership.
Hewlett Packard Enterprise Raises AI Networking Outlook, Targets $800M in Juniper Synergies
Hewlett Packard Enterprise (HPE) has increased its AI networking outlook and synergy targets following its acquisition of Juniper Networks. The company now expects $800 million in annual run-rate cost savings by fiscal 2028, up from $600 million, due to faster-than-expected integration. HPE also raised its fiscal 2026 cumulative Networks for AI orders outlook to over $3 billion and projects high-teens to low-20% networking revenue growth in fiscal 2027, driven by strong AI data-center demand, Helios shipments, and an Oracle infrastructure agreement.
