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Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

Record contracted backlog has pressured cash flow, forcing roughly $40 billion in planned financing that will determine whether Oracle converts contracts into revenue.

Snowflake Pushes to Be Enterprise AI Control Layer as Analysts Raise Price Targets

GXO Lifts 2026 Outlook After Q1 Beat, Counters Amazon Threat

FAA Accepts Archer Aviation’s Means of Compliance for Midnight eVTOL

Broadcom Locks In Google TPU Deal Through 2031 and 3.5 GW Anthropic Access

Omada Health to Offer Nationwide GLP-1 Prescribing With Medication Management