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earnings report

dollars flying out of cloud
Cloud

Oracle’s order backlog soars past half a trillion dollars

Free cash flow cratered and capex jumped in Oracle's fiscal Q2 2026, spooking investors. But analysts said the company remains on solid ground.
Diana Goovaerts Dec 11, 2025 6:10pm
overworked factory

Ciena’s optical orders soar – so do its supply issues

Dec 11, 2025 2:20pm
AI-generated illustration A hallway of data center racks lined with money bags

CoreWeave preps for monster capex growth in 2026

Nov 11, 2025 12:26pm
Dennis Mathew headshot

Altice gets a new name, amps focus on 'discipline'

Nov 6, 2025 2:59pm
robot counting money

Charter has high hopes about AI’s cost-cutting opportunities

Oct 31, 2025 3:39pm
runaway cloud train

Lumen says neoclouds now fuel its enterprise growth

Oct 31, 2025 1:13pm

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