Oracle’s Backlog: Potential Windfall or Ticking Time Bomb?
By Danny Vena, CPA, The Motley Fool Publication Date: 2026-03-18 07:22:00 When oracle (NYSE:ORCL) After the company reported its results…
Tag: backlog
HPE Q1 FY26 slides: networking surges 152%, AI backlog tops $5B
By Investing.com Publication Date: 2026-03-10 00:28:00 HPE Q1 FY26 Slides: Networking Up 152%, AI Backlog Surpasses $5 Billion
UBS Maintains Buy Rating on NVIDIA Corporation (NVDA) as Backlog Extends Into 2027
By Sheryar Siddiq Publication Date: 2026-03-03 22:27:00 NVIDIA Corporation (NASDAQ:NVDA) ranks among the 12 Best Performing S&P 500 Stocks in…
Oracle Stock Plunges 10% on CapEx Panic: Why $523 Billion Backlog Justifies $731 Target
By Wiltone Asuncion Publication Date: 2026-02-24 14:00:00 Khey statistics for Oracle stock Result reaction: -10.83% Current price: $148.08 Goal of…
AI Won’t Break Microsoft 365. Your Security Backlog Will
By https://www.facebook.com/thehackernews Publication Date: 2026-02-23 08:05:00 Here’s what keeps me up at night. Not zero-days. Not sophisticated nation-state attacks. What…
Broadcom’s US$73b AI Backlog Puts Valuation And Risks In Focus
By Simply Wall St Publication Date: 2026-02-19 08:18:00 Get insights on thousands of stocks from the global community of over…
OpenAI Backlog Shockwave: Are Investors Punishing Oracle, Microsoft and Broadcom Over Altman’s Trillion-Dollar Computing Bet? – Broadcom (NASDAQ:AVGO), Microsoft (NASDAQ:MSFT)
By Rishabh Mishra Publication Date: 2026-02-16 12:51:00 Oracle takes the biggest hit Oracle was the lightning rod for Fears related…
Broadcom AI Chip Backlog Puts Hyperscaler Growth In Sharper Focus
By Simply Wall St Publication Date: 2026-01-29 01:45:00 Broadcom is gaining traction in custom AI chips as hyperscalers such as…
Microsoft says OpenAI is driving 45% of the backlog for Azure cloud computing
By Brent D. Griffiths Publication Date: 2026-01-29 01:40:00 Microsoft is facing capacity constraints, and OpenAI is driving a large portion of…
Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors | Fortune
By Amanda Gerut Publication Date: 2026-01-29 01:19:00 It was an earnings report that contained some stunning numbers: Microsoft reported crossing…