View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

   reports
ORCL Oracle Corporat...

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. ...

ORCL ORACLE CORPORATION
09/17/25 September 17, 2025 1 EN
Gary Brode
  • Gary Brode
ORCL ORACLE CORPORATION
09/15/25 September 15, 2025 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
IMAX IMAX CORPORATION
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
09/15/25 September 15, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
ORCL Oracle Corporat...
NVDA NVIDIA Corporat... ... (+5)

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.

ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
09/12/25 September 12, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
ORCL Oracle Corporat...
NVDA NVIDIA Corporat... ... (+4)

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.

ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
09/11/25 September 11, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
ANET Arista Networks...
ORCL Oracle Corporat... ... (+9)

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.

ANET ARISTA NETWORKS INC.
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
GOOG ALPHABET INC. CLASS C
FB FACEBOOK INC. CLASS A
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
1439927D BYTEDANCE LIMITED
09/10/25 September 10, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
09/04/25 September 4, 2025 1 EN
Wedbush Research
  • Wedbush Research
PHM PULTEGROUP INC.
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TSLA TESLA INC
TPH TRI POINTE HOMES INC.
TOL TOLL BROTHERS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZG ZILLOW GROUP INC. CLASS A
ZS ZSCALER INC.
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
09/03/25 September 3, 2025 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
09/03/25 September 3, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
08/06/25 August 6, 2025 1 EN
Wedbush Research
  • Wedbush Research
GEO GEO GROUP INC. (THE)
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RNG RINGCENTRAL INC. CLASS A
RARE ULTRAGENYX PHARMACEUTICAL INC.
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
SKY SKYLINE CHAMPION CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EGHT 8X8 INC.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
GOSS GOSSAMER BIO
SMCI SUPER MICRO COMPUTER
DAWN INC.
STX DAY ONE BIOPHARMACEUTICALS INC
ALIT SEAGATE TECHNOLOGY HLDGS PLC
RIVN FOLEY TRASIMENE ACQUISITION CORP
GFS RIVIAN AUTOMOTIVE INC
SYRE GLOBALFOUNDRIES INC
SPYRE THERAPEUTICS INC.
08/06/25 August 6, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
08/05/25 August 5, 2025 1 EN
Wedbush Research
  • Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BZH BEAZER HOMES USA INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
INOD INNODATA
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
CVCO CAVCO INDUSTRIES INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ROKU ROKU INC. CLASS A
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
UBER UBER TECHNOLOGIES INC.
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
PLTR PALANTIR TECHNOLOGIES
VRDN VIRIDIAN THERAPEUTICS INC
IMNM IMMUNOME
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
DAWN DAY ONE BIOPHARMACEUTICALS INC
STX SEAGATE TECHNOLOGY HLDGS PLC
ATXS ASTRIA THERAPEUTICS INC
GFS GLOBALFOUNDRIES INC
GMTX GEMINI THERAPEUTICS INC
VIGL VIGIL NEUROSCIENCE INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
APGE APOGEE THERAPEUTICS INC
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
DNTH DIANTHUS THERAPEUTICS INC
TLX TELIX PHARMACEUTICALS LIMITED
MAZE MAZE THERAPEUTICS INC
08/01/25 August 1, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
08/01/25 August 1, 2025 1 EN
Wedbush Research
  • Wedbush Research
LOGI LOGITECH INTERNATIONAL S.A.
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
ACRS ACLARIS THERAPEUTICS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
SMCI SUPER MICRO COMPUTER
FUBO INC.
U FUBOTV
NUVB UNITY SOFTWARE
STX NUVATION BIO INC (A)
SEAGATE TECHNOLOGY HLDGS PLC
07/30/25 July 30, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
SEAGATE TECHNOLOGY HLDGS PLC
07/29/25 July 29, 2025 1 EN
ORCL Oracle Corporat...

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...

ORCL ORACLE CORPORATION
07/28/25 July 28, 2025 1 EN
Jonathan Moreland
  • Jonathan Moreland
Free Trial
ANTM ANTHEM INC.
SIGI Selective Insur... ... (+52)

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

ANTM ANTHEM INC.
SIGI SELECTIVE INSURANCE GROUP INC.
SFNC SIMMONS FIRST NATIONAL CORPORATION CLASS A
RLI RLI CORP.
PRGS PROGRESS SOFTWARE CORPORATION
ORCL ORACLE CORPORATION
NG. NOVAGOLD RESOURCES INC.
MERC MERCER INTERNATIONAL INC.
HELE HELEN OF TROY LIMITED
WELL WELLTOWER INC.
CTAS CINTAS CORPORATION
CIVB CIVISTA BANCSHARES
MEDP MEDPACE HOLDINGS INC.
DYN DYNEGY INC.
PETS PETMED EXPRESS INC.
PBT PERMIAN BASIN ROYALTY TRUST
LIND LINDBLAD EXPEDITIONS HOLDINGS
KYN KAYNE ANDERSON MLP INVESTMENT CO.
CRSP CRISPR THERAPEUTICS AG
CRVL CORVEL CORP.
CLRB CELLECTAR BIOSCIENCES
ELTP ELITE PHARMACEUTICALS INC
COGT COGINT
BWB INC.
PGC BRIDGEWATER BANCSHARES
LOOP PEAPACK-GLADSTONE FINANCIAL CORP.
CHMG LOOP INDUSTRIES
A2JHXF CHEMUNG FINANCIAL CORP.
FVCB CEVA LOGISTICS AG
FGBI FVCBANKCORP
REZI FIRST GUARANTY BANCSHARES
GRX RESIDEO TECHNOLOGIES
PCB INC.
FRHC THE GABELLI HEALTHCARE & WELLNESSRX TRUST
CMTV PACIFIC CITY FINANCIAL CORP
KYMR FREEDOM HOLDING CORP
DMAC COMMUNITY BANCORP INC. VT
NSPR KYMERA THERAPEUTICS
BRCC DIAMEDICA THERAPEUTICS INC.
BPRN INSPIREMD INC
STRW BRC INC
PMNT BANK OF PRINCETON
NYC STRAWBERRY FIELDS REIT INC.
GF PERFECT MOMENT LTD.
LION NEW YORK CITY REIT
FGEN INC.
BMNR THE NEW GERMANY FUND
NEGG INC.
LIONSGATE STUDIOS CORP
FIBROGEN INC.
BITMINE IMMERSION TECHNOLOGIES INC.
NEWEGG COMMERCE INC.
07/28/25 July 28, 2025 1 EN
Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
PREMIUM
IBM International B...

Solid Quarter While Raising FY25 FCF Guide; AI and Cloud Flywheel Acce...

A Closer Look at FY2Q25 (June) ResultsRevenueTotal revenue of $16.98 billion (up 8% y/y, 5% y/y in CC) was above the Street’s $16.59 billion estimate driven by strength across its software and infrastructure businesses.Software segment posted revenues of $7.39 billion (up 10% y/y, 8% in CC) and was

IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
07/24/25 July 24, 2025 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TPH TRI POINTE HOMES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
TMHC TAYLOR MORRISON HOME CORPORATION
SNDK SANDISK CORPORATION
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ACET ADICET BIO INC
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
07/24/25 July 24, 2025 1 EN
Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest
Save

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search
Save

ResearchPool Subscriptions

Get the most out of your insights

Get in touch