Energy storage for AI datacenters: $12-40bn deployment opportunity in ...

Datacenters are increasingly co-locating battery storage to improve economics, grid resilience, and speed of deployment. We publish today our view on the energy storage opportunity in datacenters, summarized on a single slide. Please click the link for more details.

Looking at the Downside

Moody's Ratings affirms Oracle's Baa2 rating on equity announcement; O...

Moody's Ratings (Moody's) affirmed Oracle Corporation's (Oracle) ratings including the Baa2 senior unsecured rating and P-2 commercial paper rating.  The affirmation partly reflects the company's plans to raise equity as a meaningful component of fundraising for the buildout of the AI infrastructure...

The Monthly: February 2026

Stormy times at present – a sunnier outlook? Undoubtedly, 2025 was a difficult year for Infrastructure Investment Companies (IICs) and Renewable Energy Infrastructure Funds (REIFs). Investors have seen underperformance against the FTSE 100, widening NAV discounts, several delistings, managed wind-downs (MWDs) and regulatory issues both in the UK and in the US. The question for investors is: where do we go from here? On the one hand, yields for some REIFS are well over twice those of 10-year gil...

Hybridan Small Cap Feast: 27 January 2026

27th January 2026 @HybridanLLP Our daily digest of news from UK Small Caps * A corporate client of Hybridan LLP. ** Potential means Intention to Float (ITF) or similar announcement has been made. ***Arranged by type of listing and date of announcement. ****Alphabetically arranged and priced on Share Price and Market Capitalisation during the time of writing on the day of Publication. Dish of the Day Admissions: None Delistings: None...

Hardman & Co Monthly: January 2026

This month’s feature article is the Hardman & Co Healthcare Index written by Dr Martin Hall, Head of Life Sciences at Hardman & Co. The main function of the HHI is to monitor the performance, and to highlight the attractiveness, of life sciences investments over the long term, and to try to identify those stocks that have disruptive technologies that consistently allow them to outperform both the index and the markets. Many of the 49 constituents of the index are high-risk, with micro-capitali...

Oracle Corporation - November 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Intuit Inc: 1 director

A director at Intuit Inc sold/sold after exercising options 41,000 shares at 650.097USD and the significance rating of the trade was 91/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over ...

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...

5 Things to Know in Investing This Week - The It Just Doesn’t Matter I...

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.

Oracle 2FQ26: our quick take.

Accesso Technology Group: 1 director

A director at Accesso Technology Group bought 150,000 shares at 350p and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years ...

Hardman & Co Monthly: November 2025

Feature article: Feeding the future The case for food system investment Megatrends, at a very basic level, dictate the “direction of travel” for economic, social and political activity; investments made on this basis will receive powerful trend support. Today, the transformation of the global food system represents one such structural force. As demographic expansion, rising income and growing climate pressure converge, food sustainability as a strategic, long-term investment theme is no longe...

5 Things to Know in Investing This Week - The Decoupling Issue

Flash! Expect Strong Earnings Season to Overcome Rising Risk Meters

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.

5 Things to Know in Investing This Week - The Gold! Issue

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.