Oracle's $664B AI backlog draws scrutiny as cash burn, debt fears mount
Oracle's record AI backlog is being weighed against heavy capital spending and rising leverage, a debate intensified by recent stock weakness.
TipRanks · +7 outlets
Oracle's Project Jupiter data center rent delay raises AI financing alarm
A force majeure notice on Oracle's New Mexico data center project has analysts questioning the financing model behind the AI infrastructure buildout.
finance.biggo.com · +14 outlets
Larry Ellison pledges another $9.2B in Oracle shares as loan collateral
Ellison has pledged roughly 36% of his Oracle stake against personal loans, a structure that draws attention as the stock has fallen sharply.
finance.biggo.com · +9 outlets
Microsoft falls into bear market, down 21% from peak, as analysts stay bullish
MSFT's slide from its high comes as investors weigh Azure's AI growth against rising capital expenditure.
Stocktwits · +7 outlets
Microsoft Azure growth hits 43% as analysts raise MSFT targets
Strong Azure momentum and AI capex plans are driving a range of price target revisions ahead of Microsoft's quarterly report.
TradingKey · +14 outlets
Salesforce acquires AI customer service platform for $3.6B, stock snaps losing streak
The deal comes as CRM faces renewed analyst caution and a second downgrade this month over growth concerns.
Stocktwits · +1 outlets
GitLab to cut 350 jobs while reporting $286M in revenue
The DevOps vendor is trimming headcount amid a broad software-sector reset on growth and costs.
SaasRise
Snowflake shares soar 36% after strong Q1 FY2027 earnings
The data cloud company's results and its $200M AI bet in Australia fueled a sharp rally in the stock.
TradingKey · +4 outlets
Oracle's Ellison and co-CEOs see nearly $1B in stock options go underwater
Equity awards granted to Oracle's leadership are now out of the money after the shares lost more than half their value.
NDTV Profit · +5 outlets
Salesforce down nearly 12% in 2026 as analysts debate buying the dip
Investors are reassessing Salesforce's economic moat as the stock lags amid doubts about AI's effect on SaaS demand.
Yahoo Finance · +3 outlets
Michael Burry sets date for Big Tech AI reckoning, eyes Oracle's $664B backlog
The prominent bear is warning that AI-driven valuations face a day of reckoning, citing Oracle's backlog as a focal point.
Yahoo Finance Singapore · +2 outlets
Google Cloud's $514B backlog and 82% growth support Alphabet's AI case
Google Cloud momentum is central to Alphabet's narrative even as a 403 million euro EU fine weighed on the stock.
SaasRise · +10 outlets
Adobe, Salesforce, Trade Desk shares hit 52-week lows
The declines reflect a broad software selloff, with analysts split on whether the weakness is overdone.
Stocktwits · +10 outlets
ShinyHunters hackers breach Oracle PeopleSoft defenses in worldwide attacks
A spreading extortion campaign against Oracle's enterprise software raises concerns about legacy application security.
Cryptopolitan · +14 outlets
Michael Burry opens PayPal position at $49, says software selloff not a TACO trade
The investor known for 'The Big Short' is positioning in beaten-down software names as the sector reels.
Stocktwits
Salesforce's Benioff pushes back on claim AI will kill SaaS
The CRM chief is defending the software business model against investor fears that AI agents will erode subscription demand.
SaasRise · +3 outlets
Unmanaged AI agents cost enterprises millions in hidden failures
A new report warns that poorly governed autonomous agents are creating costly operational risk inside enterprises.
Supply & Demand Chain Executive · +1 outlets
SAP buyback tally reaches 8.3 million shares as brokerages raise targets
SAP's buyback program continues while analysts debate AI's effect on margins ahead of quarterly results.
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