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Oracle Jumps On Solid Earnings And Guidance Boost Despite Soaring CapEx And Cash Burn
Oracle Jumps On Solid Earnings And Guidance Boost Despite Soaring CapEx And Cash Burn
There was much anxiety ahead of Oracle's Q3 earnings release: yes, revenue growth would be solid but would it come at the expense of even more capex, which has sent the stock price tumbling more than 50% since its record high on Sept 10. In the end, it turned out the company had learned from recent mistakes and projected a goldilocks future: strong revenue and just right capex.
Here is what Oracle reports for Q3:
Adjusted EPS $1.79...
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Mar 26, 2026 / Tyler Durden
Former Taiwanese Presidential Candidate Sentenced To 17 Years In Corruption Case
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Authored by Dorothy Li & Frank Fang via The Epoch Times (emphasis ours),
TAIPEI, Taiwan - A Taipei court on March 26 found a former presidential candidate guilty of corruption-related charges and sentenced him to 17 years in prison, a verdict that has attracted domestic media attention amid the ongoing political deadlock in Taiwan.
Ko Wen-je, former Taipei mayor who ran in Taiwan's presidential race in 2024, leaves the Taipei District Court in Taipei on March 26, 2026. Song Pi-lung/The Epoch...
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Apr 1, 2026 / Tyler Durden
The Kohn Solution For An Uncertain Fed
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Via RealInvestmentAdvice.com,
Dario Perkins of TS Lombard wrote a piece titled “How to Respond to Oil Shocks.”
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While researching Fed transcripts from the 1990 Gulf War, he discovered a proposal by Don Kohn, senior Fed staffer, that offers a solution to the central bank’s oil shock problem: nominal GDP targeting.
Kohn’s logic is straightforward and makes sense in the current environment where the Fed is contemplating monetary policy as...
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Mar 24, 2026 / Tyler Durden
Amazon Data Centers "Disrupted" Across Bahrain After Drone Activity
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Brent crude futures are back in triple-digit territory as fighting in the Middle East continued overnight, even as President Trump claimed that talks are underway with Iran to resolve the conflict, which has now entered its fourth week.
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"As this situation evolves and, as we have...
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