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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.

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20 Sources, 21d ago, first seen 21d ago

TLDR

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.

Combined views

406.5K

20 Sources, first seen 21d ago

835 likes79 comments53 saves116 reposts

Combined views

406.5K

20 Sources, first seen 21d ago

835 likes79 comments53 saves116 reposts

Sentiment

Positive40%60%Negative

Summary

Many accounts welcomed Oracle’s earnings beat and surging AI cloud revenue, while negative replies questioned heavy capex, capital raises, and whether backlog growth will deliver durable cash flow.

Based on 27 sentiment-bearing replies from 25 accounts across 4 conversations.

Sentiment

Positive40%60%Negative

Summary

Many accounts welcomed Oracle’s earnings beat and surging AI cloud revenue, while negative replies questioned heavy capex, capital raises, and whether backlog growth will deliver durable cash flow.

Based on 27 sentiment-bearing replies from 25 accounts across 4 conversations.

20 Sources

@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
@qzOracle's cloud revenue more than doubled — and Wall Street noticed: Oracle beat earnings estimates across the board, with cloud infrastructure revenue surging 121% and $30 billion in new AI contracts booked in a single quarter. The… https://dlvr.it/TVQYw1 #Oracle #CloudRevenue
@MarketWatchOracle’s AI bet pays off as cloud momentum helps drive a rosier forecast https://trib.al/u9pVb5k
@BusinessInsiderOracle holds steady on its capex forecast as cloud revenue growth hits 121%. The company has been exploring new financing models to balance AI spending. https://bit.ly/4cXRIUT
@SiliconANGLEOracle’s stock moves higher on surging cloud infrastructure revenue growth https://ift.tt/ekH02mV
@ReutersOracle tops estimates as AI demand tempers cash-burn fears https://reut.rs/46SYcAG https://reut.rs/46SYcAG
@pulse2newsOracle: Q1 Revenue Jumps 30% To Record $19.3 Billion As Cloud Infrastructure Revenue Surges 121%: Oracle reported record fiscal first-quarter 2027 revenue of $19.3 billion, representing a 30% year-over-year increase as rapid growth in cloud… https://dlvr.it/TVQhkm
@axiosOracle posts strong sales growth, negative cash flow https://www.axios.com/2026/09/11/oracle-ai-sales-cash?utm_campaign=mrf-utm_campaign=editorial&utm_source=x&utm_medium=owned_social&utm_source=twitter&utm_medium=social&mrfcid=202609116a98f0c2d2ae547dc0330ce5
@theinformationToday on TITV: -Oracle cloud infrastructure revenue doubles | Rishi Jaluria, @rbccm -Baseten acquires sandbox AI startup Blaxel | @amiruci, Co-founder and CTO of Baseten -Inside Blackstone’s bid to rule over AI financing | @dakincampbell -Editor’s Cut: Will AI be the end of humanity? | @mvpeers; @jasonrdean 📺 Tune in at 10 am PT / 1 pm ET on https://thein.fo/4urpnga
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    20 Sources

    @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
    @qzOracle's cloud revenue more than doubled — and Wall Street noticed: Oracle beat earnings estimates across the board, with cloud infrastructure revenue surging 121% and $30 billion in new AI contracts booked in a single quarter. The… https://dlvr.it/TVQYw1 #Oracle #CloudRevenue
    @MarketWatchOracle’s AI bet pays off as cloud momentum helps drive a rosier forecast https://trib.al/u9pVb5k
    @BusinessInsiderOracle holds steady on its capex forecast as cloud revenue growth hits 121%. The company has been exploring new financing models to balance AI spending. https://bit.ly/4cXRIUT
    @SiliconANGLEOracle’s stock moves higher on surging cloud infrastructure revenue growth https://ift.tt/ekH02mV
    @ReutersOracle tops estimates as AI demand tempers cash-burn fears https://reut.rs/46SYcAG https://reut.rs/46SYcAG
    @pulse2newsOracle: Q1 Revenue Jumps 30% To Record $19.3 Billion As Cloud Infrastructure Revenue Surges 121%: Oracle reported record fiscal first-quarter 2027 revenue of $19.3 billion, representing a 30% year-over-year increase as rapid growth in cloud… https://dlvr.it/TVQhkm
    @axiosOracle posts strong sales growth, negative cash flow https://www.axios.com/2026/09/11/oracle-ai-sales-cash?utm_campaign=mrf-utm_campaign=editorial&utm_source=x&utm_medium=owned_social&utm_source=twitter&utm_medium=social&mrfcid=202609116a98f0c2d2ae547dc0330ce5
    @theinformationToday on TITV: -Oracle cloud infrastructure revenue doubles | Rishi Jaluria, @rbccm -Baseten acquires sandbox AI startup Blaxel | @amiruci, Co-founder and CTO of Baseten -Inside Blackstone’s bid to rule over AI financing | @dakincampbell -Editor’s Cut: Will AI be the end of humanity? | @mvpeers; @jasonrdean 📺 Tune in at 10 am PT / 1 pm ET on https://thein.fo/4urpnga
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