Oracle (ORCL) Stock: A $664B AI Backlog and Who Pays for It Oracle stock presents one of the strangest pictures in large-cap technology today. On 10 September 2026 the company reported a record quarter: revenue up 30%, cloud infrastructure revenue up 121%, and a contracted backlog of $664 billion. That backlog is roughly nine times…
Read more
AAOI Stock: The 800G Capacity Ramp Against the Dilution Bill Applied Optoelectronics (NASDAQ: AAOI) is one of the very few American companies that can make an optical transceiver and the laser chip inside it under the same roof. In an AI buildout where the biggest bottleneck has quietly moved from GPUs to the optics that…
Read more
SpaceX (SPCX) Q2 2026: A Big Beat and an $18B Capex Bill SpaceX reported its first quarterly results as a public company on 4 August 2026, and the reaction told you more than the numbers did. Revenue beat. Earnings beat. Adjusted EBITDA beat by a wide margin. The stock fell anyway, to a fresh post-listing…
Read more