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Anthropic IPO update, Oracle earnings, August CPI: What to Watch
Yahoo Finance Video17d agoneutralVIDEO
Anthropic IPO update, Oracle earnings, August CPI: What to Watch

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results from Jersey Mike's (JMKE), Oracle (ORCL), and Adobe (ADBE); August's Consumer Price Index (CPI) inflation data; and the possible IPO of AI giant Anthropic (ANTH.PVT).

Discount Hyperscaler: Oracle’s Direct Threat to AWS
24/7 Wall St.17d agoneutral
Discount Hyperscaler: Oracle’s Direct Threat to AWS

Oracle is undercutting AWS on price and piling up a backlog that defies expectations, but one of these cloud giants is bleeding cash to get there. The question is whether a discount challenger can actually dethrone the incumbent before its financing bets come due.

Inflation Data, Oracle Earnings: What to Watch This Week
The Wall Street Journal17d agoneutral
Inflation Data, Oracle Earnings: What to Watch This Week

The last big economic reports before the Federal Reserve’s next interest-rate decision take place later this week, with producer inflation on Thursday and the consumer price index on Friday. Traders recently were betting on a 60% chance of a rate hike at the Fed meeting Sept.

Oracle’s AI Earnings Story Is Improving, but the Cash Flow Test Remains
Insider Monkey17d agoneutral
Oracle’s AI Earnings Story Is Improving, but the Cash Flow Test Remains

Oracle is gaining an encouraging earnings outlook as it transforms its position in the market to become a major GPU-as-a-Service (GPUaaS) and AI infrastructure provider. However, its investment case still hinges on free cash flow support even as the AI narrative keeps getting louder. On September 4, Morgan Stanley analyst Sanjit Singh raised the price […]

Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers. Is HPE Finally Getting Paid for the GPU Networking Bottleneck?
Insider Monkey18d agoneutral
Oracle Is Putting HPE Juniper Gear Into Its AI Data Centers. Is HPE Finally Getting Paid for the GPU Networking Bottleneck?

Hewlett Packard Enterprise said on September 2 that Oracle may deploy its Juniper networking equipment across Oracle Cloud Infrastructure data centers under a multi-year collaboration. The potential footprint includes PTX and MX routing plus QFX and EX switching, along with support and financing. Hewlett Packard Enterprise Company (NYSE:HPE) also issued warrants to Oracle Corporation (NYSE:ORCL), […]