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The Hackett Group Q1 Earnings Call Highlights
06.05.2026 00:38
The Hackett Group (NASDAQ:HCKT) reported first-quarter 2026 results that reflected what management described as ongoing macro-driven demand pressure and “elongated client decision cycles” tied in part to uncertainty around AI return on investment. Company leaders also emphasized that Hackett is in t
Cloud AI Today - DeepInfra's $107M Boost for AI Inference Expansion
05.05.2026 12:39
DeepInfra has successfully closed a $107 million Series B funding round aimed at expanding its cloud platform designed for high-throughput AI inference. This development highlights the increasing shift in AI demand from model training to production-scale inference, as enterprises increasingly adopt open-source and agent-driven AI models for improved cost-effectiveness and performance. The funding will facilitate DeepInfra's global expansion and enhance its infrastructure, which optimizes AI...
Walbridge Is Building the Largest Project in Its 110-Year History -- Right Here in Michigan
05.05.2026 12:05
Walbridge, the Detroit-headquartered construction and engineering firm, is serving as the general contractor for Related Digital's Saline Township data center development — the single largest project in the company's 110-year history and the largest economic investment ever made in the state of Michigan. Developed by Related Digital exclusively for Oracle and OpenAI, the $16 billion, gigawatt-scale campus is being built under a first-in-the-nation project labor agreement covering more than 2,500
Oracle Supports Africa Clinical Research Network (ACRN) to Advance a New Era of Clinical Research, Launches First Trial
05.05.2026 12:00
The Africa Clinical Research Network (ACRN) has launched its first clinical trial with Oracle in Africa, which commenced in February 2026. The PROgnostic Testing to Enhance Clinical Triage of Pre-eclampsia in Africa (PROTECT-Africa) trial aims to define, validate, and evaluate the clinical performance of placental biomarkers using innovative point-of-care platforms. The study will predict the absence or occurrence of severe pre-eclampsia-related maternal and fetal outcomes among African women wi
Supermicro’s earnings call today takes place amid a probe that could be ‘fatal’ for the company
05.05.2026 10:04
Everything you need to know before you reach the office this morning.
2 Nasdaq 100 Stocks with Competitive Advantages and 1 We Question
05.05.2026 09:48
The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market. But not every stock in the index is a winner - some are struggling with slowing growth, increasing competition, or unsustainable valuations.
3 S&P 500 Stocks We Steer Clear Of
05.05.2026 09:24
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
IHH Healthcare Unifies Enterprise Systems with Oracle Fusion Cloud Applications to Strengthen Care Delivery Across Markets
05.05.2026 05:02
IHH Healthcare (IHH), one of the world's largest integrated healthcare providers, has selected Oracle Fusion Cloud Applications across its enterprise finance, human resource (HR) and supply chain systems, as part of its ongoing transformation to future-proof care. With Oracle Fusion Applications, IHH will consolidate multiple enterprise systems onto a single, integrated and scalable platform. This can enable IHH to operate more efficiently as a unified multinational network while harnessing real
Oracle (ORCL) Stock Trades Up, Here Is Why
04.05.2026 04:44
Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 5.2% in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
Oracle (ORCL) Stock Trades Up, Here Is Why
04.05.2026 04:44
Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 5.2% in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
Oracle’s Defense AI Win Highlights Government Cloud Role And Valuation Gap
03.05.2026 14:07
Oracle (NYSE:ORCL) has been selected by the U.S. Department of Defense as one of eight technology partners to deliver advanced AI tools for classified military networks. The award places Oracle in a small group of major cloud and AI providers trusted with sensitive defense-related AI workloads. The contract is focused on providing AI infrastructure and software to support secure, classified military operations. For investors watching NYSE:ORCL, this development highlights Oracle's role in...
Rimini Street (RMNI) Q1 2026 Earnings Transcript
01.05.2026 16:40
Seth Ravin: Thank you, Dean, and thank you, everyone, for joining us. A growing number of organizations are leveraging Rimini support and our proven Rimini Smart Path to execute their global ERP and operational transaction processes faster, better and cheaper with more agility and speed to value, all within existing budgets. Rimini Street can help just about any organization lower its total operating costs and improve competitive advantage or improve return for government constituents using technology.
Oracle Corp. (ORCL) Inks $1.65 billion Supply Agreement with Australian Modular Data Center Manufacturer
01.05.2026 14:35
Oracle Corp. (NYSE:ORCL) is one of the 10 Best AI Stocks to Watch in May. In the past year, Oracle stock jumped 14.69% while declining 17.54% year-to-date. According to a report by the Australian Financial Review on April 27, Oracle signed a six-year supply agreement with Australian modular data center manufacturer Datapod worth approximately $1.65 […]
Bloom Energy: The Boom Continues
01.05.2026 13:54
Bloom Energy secured transformative 2.8 GW fuel cell deal with Oracle, validating its role as a critical data center power enabler. Read more on BE stock here.
Rimini Street, Inc. Q1 2026 Earnings Call Summary
01.05.2026 12:30
Moby summary of Rimini Street, Inc.'s Q1 2026 earnings call
DTE sees up to 8.4 GW data center opportunity
01.05.2026 06:26
The utility will supply a 1.4-GW Oracle data center under construction now, and it has submitted contracts to regulators for a 1-GW Google project also in the works.
OpenAI Shortfall Puts Oracle AI Cloud Commitments And Concentration Risk In Focus
29.04.2026 05:02
OpenAI has reportedly missed internal user and sales targets for 2026 over the past couple of days. The shortfall is raising questions about OpenAI's ability to honor large, long term cloud and data center commitments with Oracle, including contracts reported as high as $300b. Oracle's share price, now at $165.96, has been caught in a broad AI infrastructure sell off, with investors focusing on the company’s exposure to a single flagship AI partner. For NYSE:ORCL, the concern is less about...
Bloom Energy Q1 Earnings Call Highlights
29.04.2026 00:37
Bloom Energy (NYSE:BE) reported what founder, chairman, and CEO KR Sridhar called a “record first quarter,” with revenue, gross margin, and operating income coming in “materially above our prior outlook.” Management raised full-year 2026 guidance, citing accelerating demand for clean, reliable on-si
Microsoft Stock Price Drops Sharply After OpenAI Revises Partnership
27.04.2026 15:08
Sam Altman confirms OpenAI can sell across all clouds as Microsoft loses Azure exclusivity, sending MSFT stock lower.
Bloom Energy Oracle Deal Links Fuel Cells To AI Data Center Demand
27.04.2026 14:03
Bloom Energy (NYSE:BE) has expanded its partnership with Oracle under a master services agreement for up to 2.8 GW of fuel cell systems. The agreement focuses on supplying on site power for Oracle's U.S. data centers as AI driven demand for computing capacity grows. This expansion adds to Bloom Energy's contracted backlog, which stands at around $20b. For investors watching the intersection of energy and digital infrastructure, this move places Bloom Energy directly in the power stack of...