Oracle Tumbles After Mixed Results, Capex Comes In Hot; Warns Another $40BN Debt/Equity Capital Raise Coming

Solar Stocks Surge As Energy Shock Revives Renewables Trade Goldman analyst Adam Wijaya asked clients whether this year's surge in SolarEdge, Enphase Energy, and other solar stocks is reviving a familiar trade: higher crude oil and natural gas prices in Europe and globally, strengthening the case for renewables as the energy shock sparks a return to coal switching. "Are we back to running the 2022 playbook?" Wijaya asked in a note published Monday. Wijaya said, "Certainly seems that way based on recent px action in residential solar."  "SEDG is +79% YTD vs ENPH...

Ukrainian Drones Launched 750-Miles Deep Into Central Russia Kill 13 Ukraine's military has conducted a rare, mass casualty attack deep into central Russia. Long-range drones reached Tatarstan, which lies some 1,200km (or about 750 miles) east of the Ukrainian border. The strikes killed 13 people and wounded at least 75 in what's widely being called one of the most deadly single attacks launched on Russian territory by Ukraine throughout the war. via Reuters "According to the latest information, 13 people have been killed and 75 wounded as a result of the drone attack," on...

Watch Live: Artemis II Breaks Record For Farthest Crewed Flight From Earth The human race is now flying farther from its home planet than at any other time in history. At approximately 1:57 p.m. on April 6, NASA’s Reid Wiseman, Victor Glover, and Christina Koch, as well as the Canadian Space Agency’s Jeremy Hansen, flew their Orion spacecraft Integrity beyond 248,655 statute miles—a record set by Apollo 13 almost exactly 56 years ago. The pioneering moment came at the beginning of Day 6 of Artemis II’s 10-day test flight, and mere...