Tag Archives: Hyperscaler Capex

Futuristic trading floor with red warning candles and green momentum candles as investors weigh Oracle's AI cloud backlog

Oracle (ORCL) Stock: A $664B AI Backlog and Who Pays for It

SaaS

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
Leave a comment , , , , , , , , , , ,
Futuristic trading floor with green momentum candles and red warning candles as investors react to Meta's Muse AI launch

Meta Muse AI and Connect 2026: What It Means for META Stock

Featured

Meta Muse AI and Connect 2026: What It Means for META Stock For most of 2026, the debate around Meta Platforms has been a debate about money going out. The company guided to between $130 billion and $145 billion of capital expenditure this year, and in the second quarter that spending left it with just…

Read more
Leave a comment , , , , , , , , , , ,