#capital-expenditure

#capital-expenditure

Oracle ( NYSE: ORCL) reports fiscal Q1 2026 results after the close. The stock has rallied on AI-driven cloud optimism, but execution scrutiny remains high following several quarters of muted post-earnings reactions despite beats. The stock is up 60% over the past 6 months and with management recently raising FY26 revenue guidance above $67 billion, tonight's results could confirm Wall Street's enthusiasm and send the share price higher.

NVIDIA has experienced explosive growth, becoming the largest publicly traded company with a market cap of $4.4 trillion, propelled by rising AI technology investments.

The competition among the US's largest companies has led to a total of $155 billion being spent on artificial intelligence development in 2025, surpassing federal expenditures on education and social services.

"We're in a tight demand supply environment and given that revenues are correlated with the timing of deployment of new capacity, we could see variability in cloud revenue growth rates depending on capacity deployment each quarter."