$Oracle (ORCL.US)$ 's earnings report is absolutely explosive.
• Revenue $17.2B vs Est. $16.9B
• EPS $1.79 vs Est. $1.69
• Operating Income $7.4B vs Est. $7.2B
• RPO: $553B (+325% YoY)
FY27 Guidance
• Revenue $90B vs Est. $86B
The fixed asset storage, GPUs, and power we bought earlier have all appreciated massively, driving the debt ratio down in an instant. This makes $CoreWeave (CRWV.US)$ look seriously undervalued, and IREN's equity dilution actually turns out to be a good thing. OpenClaw has ...
• Revenue $17.2B vs Est. $16.9B
• EPS $1.79 vs Est. $1.69
• Operating Income $7.4B vs Est. $7.2B
• RPO: $553B (+325% YoY)
FY27 Guidance
• Revenue $90B vs Est. $86B
The fixed asset storage, GPUs, and power we bought earlier have all appreciated massively, driving the debt ratio down in an instant. This makes $CoreWeave (CRWV.US)$ look seriously undervalued, and IREN's equity dilution actually turns out to be a good thing. OpenClaw has ...
1
The good:
1,805 licensed beds - largest private hospital in Malaysia by capacity
830k+ outpatient visits in 7 months (up 21% YoY) - demand is clearly there
Underwriters include Maybank, CIMB, UBS, HSBC. Tier-1 banks don't touch rubbish
Sunway mother share at ATH - positive group sentiment spillover
The not-so-good:
27x EV/EBITDA vs Columbia Asia's acquisition at 20x recently. "Leader premium" priced in
Market conditions soft - healthcare index down ...
1,805 licensed beds - largest private hospital in Malaysia by capacity
830k+ outpatient visits in 7 months (up 21% YoY) - demand is clearly there
Underwriters include Maybank, CIMB, UBS, HSBC. Tier-1 banks don't touch rubbish
Sunway mother share at ATH - positive group sentiment spillover
The not-so-good:
27x EV/EBITDA vs Columbia Asia's acquisition at 20x recently. "Leader premium" priced in
Market conditions soft - healthcare index down ...
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🔍 Core Business in One Sentence
Google remains the AI-powered search + cloud + ad-monetization machine, with vertical integration shielding it from competitors (looking at you, OpenAI).
📈 Key Earnings Highlights
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Search: Still the Cash Cow
– Revenue: $64B (+17% YoY), margins hit 42% (all-time high).
– Gemini App: 750M MAUs with higher engagement—users ask follow-up questions, making searches more monetizable.
– Cost to serve: Down 78% YoY. The bears who said “sea...
Google remains the AI-powered search + cloud + ad-monetization machine, with vertical integration shielding it from competitors (looking at you, OpenAI).
📈 Key Earnings Highlights
– Revenue: $64B (+17% YoY), margins hit 42% (all-time high).
– Gemini App: 750M MAUs with higher engagement—users ask follow-up questions, making searches more monetizable.
– Cost to serve: Down 78% YoY. The bears who said “sea...
1
I’m not sure what to make of it. I think they nailed coding tools and are trying to see if they can do the same for knowledge work.
But the issue is everyone does different things on their desktops so I’m not sure how they cross that last mile to understand how each individual works and then get them configured / productive – especially with tools that don’t work at even close to 100% accuracy.
It makes sense as a strategy to empower SaaS f...
But the issue is everyone does different things on their desktops so I’m not sure how they cross that last mile to understand how each individual works and then get them configured / productive – especially with tools that don’t work at even close to 100% accuracy.
It makes sense as a strategy to empower SaaS f...
1
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NVIDIA, the largest U.S. stock by market cap, will report its Q4 results after the close on February 25. With the U.S. equity market currently lacking fresh catalysts—and investors unwilling to further stretch valuations—this earnings release is widely viewed as a key market barometer. In other words, many are hoping NVIDIA can once again save not only the chip sector, but also the AI concepts, tech industry, and even ...
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$Microsoft (MSFT.US)$ Core Business in One **:
Microsoft = Cloud (Azure) + Productivity (Office 365) + AI-driven growth.
Key Q2 Highlights:
📈 Office 365: +14% YoY (6% seat growth + 8% pricing). 50M paid Co-Pilot seats (+160% YoY).
🌩️ Azure: +38% YoY (slowed from 39% but still supply-constrained). Could’ve grown 40%+ if not for GPU allocation to OpenAI.
💰 Total revenue: $71 billion (up 15% YOY), including $52 billion in cloud revenue (up 24% YOY).
💸...
Microsoft = Cloud (Azure) + Productivity (Office 365) + AI-driven growth.
Key Q2 Highlights:
📈 Office 365: +14% YoY (6% seat growth + 8% pricing). 50M paid Co-Pilot seats (+160% YoY).
🌩️ Azure: +38% YoY (slowed from 39% but still supply-constrained). Could’ve grown 40%+ if not for GPU allocation to OpenAI.
💰 Total revenue: $71 billion (up 15% YOY), including $52 billion in cloud revenue (up 24% YOY).
💸...
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"I want to invest, but I just don't know where to start." Sound familiar? Don’t worry, this livestream session is just for you!
Many people find investing in Malaysian stocks too complex and U.S. stocks too distant. But investing globally could be simpler than ordering takeout! This Thursday, join Bryant, Moomoo's Senior Trading Expert, for a step-by-step guide designed for beginners. Even if you’ve never opened a tr...
Many people find investing in Malaysian stocks too complex and U.S. stocks too distant. But investing globally could be simpler than ordering takeout! This Thursday, join Bryant, Moomoo's Senior Trading Expert, for a step-by-step guide designed for beginners. Even if you’ve never opened a tr...
[Upcoming Live] Bursa Dividends to US RSP: Start Right with Moomoo Senior Dealer
Jan 29 05:00
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