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Moody's Ratings says Oracle's $300 billion in contracts highlights ext...

Moody's Ratings (Moody's) commented that Oracle Corporation's (Oracle) disclosed $300 billion of recently signed AI contracts do not affect the company's Baa2 rating or negative outlook. The contract size is staggering — highlighting the tremendous potential for Oracle's AI Infrastructure business. ...

Hybridan Team
  • Hybridan Team

Hybridan Small Cap Feast: 16/09/2025

Our daily digest of news from UK Small Caps 16th September 2025 @HybridanLLP * 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: N...

Pierre FerraguÊ
  • Pierre FerraguÊ

Oracle RPOs: Who will buy all this compute? How big does than make Ora...

Oracle shocked the market this week with RPOs expanding 4x sequentially to nearly half a trillion dollars, calling for more to come and guiding Cloud revenues to 2029, growing 68% p.a. Click the link below for our full and final view.

Pierre FerraguÊ
  • Pierre FerraguÊ

Could Oracle capture all OpenAI’s compute by 2027? Implications for Mi...

Oracle’s RPO jumped by $320bn QoQ, which the WSJ tied to a 4.5GW, $300bn, 5-year contract with OpenAI starting in 2027. In the note below, we show how this compares with leaked projections of OpenAI’s compute needs.

Pierre FerraguÊ
  • Pierre FerraguÊ

Oracle RPOs: Beginning of the bubble... or beginning of the AI era?

Dear all, After we spent the day trying to figure out where AI compute would sit over the next 10 years, Oracle blessed us with a powerful datapoint: Half a trillion dollar RPOs. We pulled out a note overnight digging into what we learnt last night and confronting it to our deep understanding of the current AI infrastructure landscape. Very interesting findings emerged, follow the link below for details.

Pierre FerraguÊ
  • Pierre FerraguÊ

Jensen’s $3-4tn, Elon's 50m H100s, Marvell's miss, and more. Our weekl...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 9 names we followed last week, follow the link below.

Moody's Ratings affirms Oracle's Baa2 rating; outlook revised to negat...

Moody's Ratings (Moody's) affirmed Oracle Corporation's (Oracle) Baa2 senior unsecured rating and P-2 commercial paper rating and revised the outlook to negative from stable. The change in outlook reflects the expectation of continuing elevated leverage and increasingly negative free cash flow as O...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: July 26, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: July 19, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: July 17, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: July 12, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: July 11, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Pierre FerraguÊ
  • Pierre FerraguÊ

Eleco : 1 director

A director at Eleco maiden bought 46,500 shares at 161p and the significance rating of the trade was 72/100. 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 clearly show...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: April 26, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Lindsay Whipp
  • Lindsay Whipp

PSA IT Services: Sector Strategy

Tariffs and the threat of a global economic downturn make the case for owning IT service companies even stronger, argues analyst Lindsay Whipp in this report, with productivity enhancement tools potentially to be in even greater demand.

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