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Oracle stock is in focus as analysts debate its multi-billion-dollar AI cloud infrastructure push against rising debt risks and Michael Burry's short position.
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NVIDIA will host a conference call on November 17, 2026, to discuss third quarter fiscal year 2027 financial results. The company announced expansions of its partnerships with Oracle on cloud infrastructure solutions and with Meta on AI models, reflecting strong demand for AI computing and agents.
Meta has introduced its personal AI agent, Muse, in the Singapore market, integrating it with several local service providers.
Meta Platforms, Inc. has raised the planned size of its equity offering to $97.5 billion to accelerate investments in artificial intelligence infrastructure.
AMD stock has surged 164% in 2026 ahead of its Nov. 3 earnings report, but the author cautions against buying before the announcement. While AMD's AI accelerators and data center business show strong growth, the stock's 35x forward P/E ratio leaves no room for disappointment. The author recommends a gradual buying approach rather than a large position before earnings, noting that much of the easy gains have already been made.
U.S. stock markets gained modestly on October 28 as the Federal Reserve held interest rates steady. The S&P 500 rose 0.28%, Nasdaq Composite gained 0.27%, and Dow Jones added 0.19%. Energy stocks led gains while real estate and utilities declined. Major movers included Vertiv Holdings (up 17% on AI infrastructure demand), Oracle (up 11% after investor day), and Wingstop (up on earnings beat), while F5 Inc. plummeted over 20% on guidance concerns. After-hours, Microsoft beat earnings expectations while Alphabet missed revenue forecasts, raising questions about AI spending sustainability.
CoreWeave (CRWV) surged 7.32% to $63.93 after bringing its Denmark AI data center capacity online, addressing supply constraints for AI infrastructure. However, the company faces significant debt challenges with over $35 billion accumulated debt and some unsecured debt yielding over 15%, raising concerns about future funding capabilities despite strong $104 billion backlog and $25 billion in new Q3 commitments.