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Showing 1-3 of 3Results matching "Oracle Cloud Infrastructure"

Last week

2 stories

Sep 2, 2026

HPE Raises 2026 Revenue Growth Forecast to 34%-37% After $12.21B Quarter

The earnings beat gives HPE a stronger base for its new forecasts, while constrained components could limit how quickly server demand becomes delivered systems. Hewlett Packard Enterprise lifted its fiscal 2026 and 2027 growth forecasts after a quarter in which AI server and networking demand helped revenue and adjusted earnings exceed analyst expectations.

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Earnings Business

Sep 2, 2026

Oracle’s Coming Earnings Put Its AI Cloud Financing Under Scrutiny

Fast cloud growth and a large backlog have raised the bar for Oracle’s next report. Its reliance on debt and equity makes the spending plan as important as the revenue line. Oracle reports earnings next week as its role in the AI infrastructure buildout faces closer market scrutiny.

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August 2026

1 story

Earnings Business

Aug 28, 2026

Amazon Plans $220B Capex as AWS Revenue Grows 37%, Testing Returns

AWS provides a visible return channel today. The harder question is whether future capacity sales and AI-led retail discovery can sustain the payoff from Amazon’s expanding infrastructure budget. Amazon ’s AI infrastructure outlay is no longer a purely forward-looking bet: AWS revenue grew 37% year over year to $42.2 billion in the second quarter, its fastest growth in 18 quarters.

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