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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. ...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: September 16, 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: September 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 Weekly Report: September 13, 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

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.

 PRESS RELEASE

CRISPR Therapeutics to Present Late-Breaking Data at the American Hear...

CRISPR Therapeutics to Present Late-Breaking Data at the American Heart Association (AHA) Scientific Sessions 2025 ZUG, Switzerland and BOSTON, Sept. 09, 2025 (GLOBE NEWSWIRE) -- CRISPR Therapeutics (Nasdaq: CRSP), a biopharmaceutical company focused on creating transformative gene-based medicines for serious diseases, today announced that a late-breaking oral presentation highlighting the Company's Phase 1 clinical data of its investigational CRISPR/Cas9 in vivo gene editing therapy, CTX310™, targeting angiopoietin-related protein 3 (ANGPTL3) for cardiovascular and cardiometabolic diseas...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: September 4, 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: September 2, 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

 PRESS RELEASE

CRISPR Therapeutics to Participate in Upcoming Investor Conferences

CRISPR Therapeutics to Participate in Upcoming Investor Conferences ZUG, Switzerland and BOSTON, Sept. 02, 2025 (GLOBE NEWSWIRE) -- CRISPR Therapeutics (Nasdaq: CRSP), a biopharmaceutical company focused on creating transformative gene-based medicines for serious diseases, today announced that members of its senior management team are scheduled to participate in the following investor conferences in September. H.C. Wainwright 27th Annual Global Investment ConferenceDate: Monday, September 8, 2025Time: 4:30 p.m. ET Morgan Stanley 23rd Annual Global Healthcare ConferenceDate: Tuesday, Sep...

 PRESS RELEASE

Shentel Brings Fiber-to-the-Home Internet to Radford, VA

Shentel Brings Fiber-to-the-Home Internet to Radford, VA 100% Fiber-Optic Network with Speeds up to 5Gbps EDINBURG, Va., Aug. 27, 2025 (GLOBE NEWSWIRE) -- Shenandoah Telecommunications Company (“Shentel”) (Nasdaq: SHEN), a leading provider of broadband services, is currently upgrading its network in Radford, Virginia, with 100% fiber-to-the-home internet service. Shentel Fiber will bring symmetrical, multi-gig internet speeds to both residential and business customers, and construction is expected to be completed by the end of the year. “We are pleased with the investment Shentel is ma...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: August 25, 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

 PRESS RELEASE

Shenandoah Telecommunications to Present at the Bank of America Media,...

Shenandoah Telecommunications to Present at the Bank of America Media, Communications, & Entertainment Conference EDINBURG, Va., Aug. 25, 2025 (GLOBE NEWSWIRE) -- Shenandoah Telecommunications Company (Shentel) (NASDAQ:SHEN) announced that Ed McKay, Chief Operating Officer and Jim Volk, Chief Financial Officer will present at the Bank of America 2025 Media, Communications, & Entertainment Conference at Bank of America Pavillion in New York, on September 3, 2025 at 9:40AM E.T. Investors may access a live webcast of the presentation at this or investor.shentel.com. The webcast will be avai...

 PRESS RELEASE

Shenandoah Telecommunications Appoints Angela M. Olsen as General Coun...

Shenandoah Telecommunications Appoints Angela M. Olsen as General Counsel EDINBURG, Va., Aug. 25, 2025 (GLOBE NEWSWIRE) -- Shenandoah Telecommunications Company (“Shentel” or the “Company”) (Nasdaq: SHEN) announces that Angela M. Olsen has joined the Company as Vice President-Legal and General Counsel. Ms. Olsen will be a member of the senior executive team, reporting to the President and Chief Executive Officer. Ms. Olsen has over 25 years of legal experience in corporate, private practice and government legal settings, across a range of industries. Ms. Olsen previously served as Genera...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: August 22, 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

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