Oracle Weakens Bear Case With Broader AI Customer Base and $664 Billion Backlog24/7 Wall Street • 09/11/26
Oracle's AI Spending Is Still Huge, But the Payoff Is Starting to Show in EarningsMarketBeat • 09/11/26
Oracle Q1 Earnings Call Centers on AI Capacity and Raised OutlookZacks Investment Research • 09/11/26
Hewlett Packard Enterprise and Dell Surge 11% as Oracle's Capex Guidance Lifts AI Server Demand, Super Micro Climbs 7%24/7 Wall Street • 09/11/26
Oracle Surges 7% as AI Cloud Backlog Hits $664B, CoreWeave and Nebius Climb 4%24/7 Wall Street • 09/11/26