poisar

Stocks · News reference

Oracle Can ‘Sell Any Compute’ It Has, But AI Growth Faces Two Big Constraints, Warns Analyst Gil Luria Ahead Of ORCL's Q1 Earnings

Radhika Anilkumar Nadig

Oracle heads into earnings with demand not in question, says DA Davidson's Gil Luria, but capital and compute remain the real test.

More stocks newsConnected markets

Reference Details

Connected Markets

Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.

METAORCLSPCX
Source
benzinga
Observed
Checked
Cadence
Captured once, then retained as an archive reference
Status
fresh

Keep reading

  1. Daniel Sparks

    Prediction: Data Center Passes 70% of AMD's Revenue in 2027, Before the Helios Ramp Is Finished

    AMD's data center segment is projected to exceed 70% of total revenue by mid-2027 as it grows at 107% year-over-year compared to 8% growth in other segments. With major customers like OpenAI, Meta, and Anthropic deploying gigawatts of AMD's MI450 GPUs and Helios rack systems ramping through 2027, the data center business is expected to more than double in 2027. The prediction could be delayed if other AMD segments strengthen or disrupted if Helios shipments slip.

    AMDMETA
  2. Manali Pradhan, Cfa

    Nuclear Stock Face-Off: Is Constellation Energy or Vistra the Better Buy Right Now?

    Constellation Energy operates the largest U.S. nuclear portfolio with over 22 GW capacity and has signed major 20-year power agreements with Microsoft and Meta. Vistra has a smaller 6.4 GW nuclear portfolio but has secured substantial long-term contracts with Meta and AWS. While Constellation deserves a premium valuation, Vistra offers a stronger risk-reward proposition at 14.4x forward earnings compared to Constellation's 22.4x, combined with aggressive share buybacks and additional growth catalysts.

    CEGVSTMSFTMETAAMZN