Daily Digest
Daily Digest
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Everything Pomegra has published on ORCL: 30 news articles and 14 market briefs, newest first.
CoreWeave (CRWV) raised its 2026 sales forecast to $13B–$13.3B, but investors stayed wary of AI spending.
1d ago
Nasdaq 100 (NDX) ended at 27,989.82, its third correction of 2026, as Big Tech earnings stoked AI doubts
Nov 3
Sherwin-Williams (SHW) rose 5.9% and Home Depot (HD) 3.6% as investors moved money out of AI-heavy tech.
Nov 3
Oracle (ORCL) is selling $10B of stock and $10B of bonds to fund AI data centers, on top of $125B in debt
Nov 2
CoreWeave (CRWV) shares slid as AI-related borrowing quadrupled to nearly $500 billion, IO Fund says.
Oct 26
Palantir (PLTR) slipped into a correction, 11% below its record, as $260B left software stocks.
Oct 19
Intuit (INTU) shares reach $330 as it buys AI billing firm Sequence to boost QuickBooks and Enterprise Suite.
Oct 16
CoreWeave (CRWV) closed at $65.78 as its bond yields neared 15% and Oracle slid 9%. How AI-debt worries hit CoreWeave bonds and shares, in a 60-second brief.
Oct 14
Iran's security chief warned Gulf AI sites could be hit if war resumes, a risk for Oracle (ORCL) and Nvidia
Oct 13
Nasdaq Composite (^IXIC) ended at 27,193.34 as Oracle and Intel each lost over 5% on AI revenue worries.
Oct 12
Oracle (ORCL) traded near $135.69 as the Nasdaq 100 lost 1.4% and chip stocks slid on weaker OpenAI revenue.
Oct 8
Oracle (ORCL) invokes force majeure on $18B Stargate data center as construction loans hit distressed levels.
Sep 24
Oracle (ORCL) beat Q1 EPS by $0.18 as cloud infrastructure revenue surged 121% and backlog hit $664B.
Sep 10
Oracle's record $638 billion order backlog hasn't stopped its shares from losing more than half their value since OpenAI concentration fears took hold.
Sep 6
AMD gained about 3% to 4% and Broadcom 5% to 6% on Nov. 12 as investors shifted out of Nvidia after CEO Jensen Huang resigned, and William Blair upgraded AMD to outperform.
AI stocks fell sharply after the midterms as voters backed data-center limits in 40 of 41 measures and Democrats won Texas, Ohio and Georgia governorships.
Google's new TPU 8tx and TPU 8i Max chips, plus a customer base nearing 100 that includes Apple, Meta and Oracle, widen its push against Nvidia in AI hardware.
AI stocks sank Thursday as the Dow lost 1,833 points and the Nasdaq entered a correction, wiping $1 trillion off big tech. Friday's rebound was partial.
Palantir lost about $40 billion in value as CrowdStrike and Okta fell roughly 10% on Nov. 5, when investors sold software's biggest AI winners.
CoreWeave (CRWV) fell almost 10% to a 52-week low near $48 on Nov. 4, 2026, as Texas data-center permitting worries pulled neocloud and AI stocks lower.
Trump Media, Tesla and SpaceX shares fell as Democrats won Congress, even as the Dow gained 3% in the stock market on reduced election uncertainty.
Intel fell another 8.8% on Monday after its worst day since 1974, and the Nasdaq-100 slipped into a correction as the chip selloff reached $3.7 trillion.
Oracle shares dropped about 5% after the company filed to raise $20 billion in new equity and debt, reviving investor concern over how the AI buildout is financed.
Oracle shares rose about 11% after the company set a fiscal 2030 revenue target of at least $225 billion and capped new fundraising at $20 billion, easing concern over its AI spending.
CoreWeave (CRWV) shares are down about 30% in October as a $50 billion debt load and bond yields above 15% raise doubts over AI infrastructure funding.
The Nasdaq is on track for its worst week since late June, down about 4.5%, as AI financing worries and Brent crude near $110 pressured tech and chip stocks.
Elice fell 32% on its KOSDAQ debut, the worst for a Korean IPO above $100M, and the rout pulled CoreWeave and Nebius lower as AI stocks reassessed risk.
Goldman Sachs upgraded CoreWeave (CRWV) to Buy and the stock rose about 6% even as its bonds yield roughly 15%, putting AI stocks' debt model in focus.
Dell (DELL) fell 11% after Barclays cut it to equal weight, saying server growth reflects memory costs, not enterprise AI demand, and hitting AI stocks broadly.
OpenAI's annualized revenue is about $50B, not the $70B figure circulated, and its IPO has slipped into 2027, rattling AI stocks and funding assumptions.
OpenAI's annualized revenue of about $50B sits $20B below earlier signals and its IPO slips to 2027, pressuring AI stocks and global funding assumptions.
Dell (DELL) fell 11% after a Barclays downgrade argued server growth reflects memory costs, not enterprise AI demand, dragging HPE and Super Micro lower.
Nvidia (NVDA) fell 3.2% to $221.30 and led a global chip selloff after hot CPI, as CEO Jensen Huang said it would cut off buyers developing unsafe AI.
Apple (AAPL) closed above a $5 trillion market cap for the first time on Oct. 14, the second company after Nvidia, as the Nasdaq fell 1.9% on hot inflation.
CoreWeave fell 16% and Oracle 9% as bond yields neared 15%, stoking fears over AI borrowing and pulling the Nasdaq down nearly 2% on Wednesday, Oct. 14.
Nvidia, Oracle, CoreWeave, AMD and Micron fell after OpenAI's annualized revenue was put near $50 billion, not $70 billion, reviving AI spending doubts.
OpenAI's annualized revenue is about $50 billion, not $70 billion, sending Oracle down over 5% and the Nasdaq down 1.3% as AI stocks reprice growth bets.
Broadcom (AVGO) is arranging over $50 billion in private financing with Apollo and Blackstone to fund OpenAI's custom AI chips, and shares slipped premarket.
Tencent will lease about 100,000 Nvidia AI chips from Oracle over five years in a $7 billion deal, giving ORCL a major AI infrastructure win beyond OpenAI.
Hewlett Packard Enterprise (HPE) rose 4.5% to $65.15 after a $1.2B Vultr AI rack order, a hyperscaler server win and a raised fiscal 2027 networking outlook.
Bloom Energy (BE) rose about 11% after Jefferies lifted its target to $264, retracing most of Monday's 9% drop in one of the more volatile AI stocks.
A sudden suspension of OpenAI's frontier model training rattled AI stocks Monday, pulling Arm Holdings, SanDisk, Oracle, Snowflake, and Intel each lower by more than 2% and renewing concerns over…
Credo Technology (CRDO) shares rose 7.4% after posting $479M in Q1 FY27 revenue as AI data center buildout fuels structural demand for its 1.6T ethernet connectivity chips ahead of Q2 earnings on…
Bloom Energy (BE) surged 8% after Oracle reaffirmed its record 2.4 GW fuel cell commitment for Project Jupiter, dispelling a force majeure-driven selloff.
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