Oracle earnings preview: OCI backlog is huge, but AI capex is the real test
Oracle reports June 10. OCI backlog is huge, but the real ORCL earnings test is AI capex, cloud margin, debt and lease-funded capacity.
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#AI cloud
2 articles
TECHi reporting and analysis covering AI cloud. 2 articles, newest first.
Why CoreWeave Stock Fell: Can $99B Backlog Beat the Debt Test?
CoreWeave beat Q1 revenue, but CRWV fell as investors weighed $99.4B backlog against debt, capex, interest expense and Nvidia dependency.