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Moody's Ratings says Oracle's enormous growth in RPO, leases and capex...

Moody's Ratings (Moody's) commented that Oracle Corporation's (Oracle) increase in contract backlog is impressive, though the counterparty risk and spending and commitments required to support that growth remain significant credit concerns and primary drivers of the negative outlook. The Baa2 senior...

Oracle Corporation: Enormous growth in RPO, leases and capex to meet t...

Massive data center commitments backlog is impressive, but counterparty risk and capex required to support growth are concerns.

Xerox Holdings Corporation - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

 PRESS RELEASE

PetMed Express Comments on Unsolicited and Non-Binding Acquisition Pro...

PetMed Express Comments on Unsolicited and Non-Binding Acquisition Proposal Received From SilverCape Investments Limited No Stockholder Action Required at this Time DELRAY BEACH, Fla., Dec. 11, 2025 (GLOBE NEWSWIRE) -- PetMed Express, Inc., d/b/a PetMeds and parent company of PetCareRx, (Nasdaq: PETS) (the “Company” or “PetMeds”), today confirmed that it has received an unsolicited and non-binding acquisition proposal from SilverCape Investments Limited, a Singapore-based investment firm, to acquire all of the outstanding shares of the Company for $4 per share in cash, subject to variou...

 PRESS RELEASE

PetMeds Announces Holiday Collection: Wellness-Focused Gifts for Pets ...

PetMeds Announces Holiday Collection: Wellness-Focused Gifts for Pets and the People Who Love Them DELRAY BEACH, Fla., Dec. 10, 2025 (GLOBE NEWSWIRE) -- PetMed Express, Inc., d/b/a PetMeds and parent company of PetCareRx, (Nasdaq: PETS) (the “Company”), today unveiled its new Holiday Collection, a curated selection of health, wellness, and lifestyle products designed for pet parents who want to give purposeful, practical gifts this season. Unlike traditional pet gifts such as toys or beds, PetMeds’ giftable assortment focuses on products that improve pets’ everyday health, comfort, safety...

 PRESS RELEASE

PetMeds Extends Existing Shareholder Rights Plan

PetMeds Extends Existing Shareholder Rights Plan DELRAY BEACH, Fla., Nov. 26, 2025 (GLOBE NEWSWIRE) -- PetMed Express, Inc., d/b/a PetMeds and parent company of PetCareRx, (Nasdaq: PETS) (the “Company”), today announced that its Board of Directors (the “Board”) has unanimously approved an amendment to the Company’s existing shareholder rights plan (the “Rights Plan”), pursuant to which the expiration date of the Rights was extended for one year from the close of business on December 2, 2025 until the close of business on December 2, 2026. All other terms and conditions of the Rights Plan ...

 PRESS RELEASE

PetMed Express, Inc. Announces Preliminary Second Quarter Results and ...

PetMed Express, Inc. Announces Preliminary Second Quarter Results and Filing of Form 12b-25; Company Receives Expected Notice of Non-Compliance from Nasdaq DELRAY BEACH, Fla., Nov. 13, 2025 (GLOBE NEWSWIRE) -- PetMed Express, Inc. d/b/a PetMeds and parent company of PetCareRx, (Nasdaq: PETS) (the “Company”), today announced preliminary second quarter fiscal year 2026 results and filed a Form 12b-25, Notification of Late Filing, with the Securities and Exchange Commission. The Company is unable to file its Form 10-Q for the quarter ended September 30, 2025 within the prescribed time period...

 PRESS RELEASE

PetMed Express, Inc. Appoints Former Deloitte Partner James LaCamp as ...

PetMed Express, Inc. Appoints Former Deloitte Partner James LaCamp as Director and Audit Committee Chair Seasoned corporate director brings extensive expertise in audit, accounting, and internal controls Fourth independent director to join the board since 2024 DELRAY BEACH, Fla., Oct. 20, 2025 (GLOBE NEWSWIRE) -- , d/b/a PetMeds and parent company of PetCareRx, (Nasdaq: PETS) (the “Company”), today announced the appointment, effective immediately, of James LaCamp to the Company’s Board of Directors (the “Board”), and effective October 30, Mr. LaCamp will become Chair of the Audit Commit...

Pierre FerraguÊ
  • Pierre FerraguÊ

Oracle AI world: datapoints support our framework and numbers

Oracle hosted “AI World 2025” this week and released several datapoints that reinforce our framework and numbers.

 PRESS RELEASE

PetMeds® Files Form 10-K for Fiscal 2025

PetMeds® Files Form 10-K for Fiscal 2025 DELRAY BEACH, Fla., Oct. 14, 2025 (GLOBE NEWSWIRE) -- PetMed Express, Inc. (the “Company”) dba PetMeds and parent company of PetCareRx (NASDAQ: PETS) today filed with the Securities and Exchange Commission (SEC) its Annual Report on Form 10-K for the fiscal year ended March 31, 2025. Fiscal 2025 Financial Highlights Net sales of $227.0 million for fiscal 2025, below the preliminary estimated range of $231.6 million to $233.6 million, primarily due to the previously announced restatement of promotional sales reimbursements from revenues to cost of...

William Nestuk
  • William Nestuk

PSA Capital Goods / Technology: AI Lifts Automation

PSA’s automation and robotics analyst William Nestuk reviews the performance of automation stocks this year and explains why this month, AI has lit a touchpaper to strong performance by names in the sector.

Oracle Corporation - August 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

 PRESS RELEASE

PetMed Express, Inc. Announces Inducement Grant Under Nasdaq Listing R...

PetMed Express, Inc. Announces Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) DELRAY BEACH, Fla., Oct. 08, 2025 (GLOBE NEWSWIRE) -- PetMed Express, Inc. (the “Company”) dba PetMeds and parent company of PetCareRx (NASDAQ: PETS), today announced that on September 9, 2025, the Compensation and Human Capital Committee of the Board of Directors approved an award of 15,000 shares of restricted common stock to Ali Khan, the Company’s newly hired Chief Information Security Officer, as a material inducement to employment. The award was granted pursuant to PetMeds’ 2024 Inducement Incentiv...

Pierre FerraguÊ
  • Pierre FerraguÊ

Oracle AI cloud margins: Much ado about nothing

The Information reported yesterday that Oracle’s AI cloud margins are in the high teens. Accounting for typical start-up costs, this aligns well with our analysis of the $300bn OpenAI contract. Please see the link for our analysis of Oracle's AI cloud economics over the next 10 years and the implications for overall gross margins.

Pierre FerraguÊ
  • Pierre FerraguÊ

The NSR AI datacenter economics cheat sheet

As we spend our days and many of our nights helping you understand what is going on in the world of AI infrastructure, we refine continuously our understanding of the cost of AI, combining our understanding of the economics of every step of the supply chain. We crystalized that in a digestible format today. Everything you need to know about a 1GW datacenter on a single slide.

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