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Oracle’s cloud momentum helps drive rosier forecast, MarketWatch reports · Digg

Oracle’s cloud momentum helps drive rosier forecast, MarketWatch reports

MarketWatch says Oracle’s backlog grew further in the latest quarter.

MarketWatch describes Oracle’s AI bet as paying off, with cloud momentum helping drive a rosier forecast. The company’s backlog also grew further in the latest quarter, the outlet reports.

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165.2K

5 posts, first seen 16h ago

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Oracle’s cloud momentum helps drive rosier forecast, MarketWatch reports

MarketWatch says Oracle’s backlog grew further in the latest quarter.

MarketWatch describes Oracle’s AI bet as paying off, with cloud momentum helping drive a rosier forecast. The company’s backlog also grew further in the latest quarter, the outlet reports.

Posts from X

5 posts

CN
CNBC@CNBC 16 hrs ago
Oracle's stock jumps 7% on earnings beat as cloud infrastructure revenue more than doubles
cnbc.com
Oracle's stock jumps 7% on earnings beat as cloud infrastructure revenue more than doubles
Oracle's results for the quarter came in stronger than expected, as did its revenue backlog.
- likes: 47
- replies: 10
- bookmarks: 0
- reposts: 6
FT
Financial Times@FT 16 hrs ago
Oracle boosts data centre revenue forecast as AI strategy accelerates https://ft.trib.al/4i3kHGb
ft.com
Oracle boosts data centre revenue forecast as AI strategy accelerates
Database group reports huge increase in capex as it tries to compete with larger rivals
- likes: 36
- replies: 5
- bookmarks: 3
- reposts: 5
MA
MarketWatch@MarketWatch 15 hrs ago
Oracle’s AI bet pays off as cloud momentum helps drive a rosier forecast https://trib.al/u9pVb5k
marketwatch.com
Oracle’s AI bet pays off as cloud momentum helps drive a rosier forecast
The company saw its backlog grow even more in the latest quarter.
- likes: 8
- replies: 2
- bookmarks: 1
- reposts: 2
FT
Financial Times@FT 14 hrs ago
The database group reported a huge increase in capex as it tries to compete with larger rivals in the expensive race to build AI infrastructure. https://ft.trib.al/YO33DrR
ft.com
Oracle boosts data centre revenue forecast as AI strategy accelerates
Database group reports huge increase in capex as it tries to compete with larger rivals
- likes: 132
- replies: 9
- bookmarks: 7
- reposts: 28
RE
Reuters@Reuters 12 hrs ago
Oracle tops estimates as AI demand tempers cash-burn fears https://reut.rs/46SYcAG https://reut.rs/46SYcAG
reuters.com
Oracle tops estimates as AI demand tempers cash-burn fears
Oracle topped Wall Street estimates for quarterly results on Thursday and reported a smaller cash burn than expected, offering investors confidence that its AI investments ‌were generating returns without squeezing its balance sheet.
- likes: 4
- replies: 3
- bookmarks: 2
- reposts: 4

Combined views

165.2K

5 posts, first seen 16h ago

227 likes29 comments13 saves45 reposts

Source Posts

@CNBCOracle's stock jumps 7% on earnings beat as cloud infrastructure revenue more than doubles https://www.cnbc.com/2026/09/10/oracle-orcl-q1-earnings-report-2027.html?taid=6aa3102e129c920001abd12d&utm_campaign=trueanthem&utm_content=main&utm_medium=social&utm_source=twitter @FTOracle boosts data centre revenue forecast as AI strategy accelerates https://ft.trib.al/4i3kHGb @MarketWatchOracle’s AI bet pays off as cloud momentum helps drive a rosier forecast https://trib.al/u9pVb5k @FTThe database group reported a huge increase in capex as it tries to compete with larger rivals in the expensive race to build AI infrastructure. https://ft.trib.al/YO33DrR @ReutersOracle tops estimates as AI demand tempers cash-burn fears https://reut.rs/46SYcAG https://reut.rs/46SYcAG

Posts from X

32 posts

CN
CNBC@CNBC 16 hrs ago
Oracle's stock jumps 7% on earnings beat as cloud infrastructure revenue more than doubles
cnbc.com
Oracle's stock jumps 7% on earnings beat as cloud infrastructure revenue more than doubles
Oracle's results for the quarter came in stronger than expected, as did its revenue backlog.
- likes: 47
- replies: 10
- bookmarks: 0
- reposts: 6
1. NE
  NextFin@NextFinAI 16 hrs ago
  @CNBC $ORCL's OCI revenue surged 121% while more than $30B of new AI cloud contracts pushed RPO to $664B, confirming AI infrastructure demand is converting from commitments into recognized revenue. Our analysis: https://x.com/NextFinAI/status/2098142780057080090?s=20
  - likes: 0
  - replies: 0
  - bookmarks: 0
  - reposts: 0
2. LO
  LongBull@LongBullz 16 hrs ago
  @CNBC Let’s go Oracle https://x.com/longbullz/status/2098143616917028953?s=46&t=dq2s4jlfJMGYhPas-dJ3Qw
  - likes: 1
  - replies: 0
  - bookmarks: 0
  - reposts: 0
3. L
  Lark 🌸@AzuraETH 16 hrs ago
  @CNBC Cloud growth is impressive, great quarter for Oracle.
  - likes: 0
  - replies: 0
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  - reposts: 0
4. MM
  MMAMM@Mrs_Avocate 16 hrs ago
  @CNBC :-* <3 :-{<3 <3 <3 <3:-* :-(^o^) (^o^) (^o^) ^o^ O:-) O:-) (^o^) ^o^ 🎿🥜🫜<3 ،٢z..a...a a.z22A.z azyzww t ..w.,s
  - likes: 0
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5. SC
  Scott@Scott169371391 16 hrs ago
  @CNBC their backlog is fake you numbnuts
  - likes: 0
  - replies: 0
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  - reposts: 0