MarketPulse

cloud revenue

4 articles
The Motley FoolThe Motley Fool··Daniel Sparks

Microsoft's 19% Rout Raises Questions: Is AI Infrastructure Spending Worth the Cost?

Microsoft stock down 19% YTD despite solid earnings and cloud growth, as investors fret about massive AI infrastructure spending and uncertain returns at 25x P/E valuation.
MSFTcapital expendituresfree cash flow
The Motley FoolThe Motley Fool··Will Healy

Oracle and Sea Limited Show Signs of Oversold Recovery as Fundamentals Strengthen

Oracle and Sea Limited appear oversold after 50%+ declines despite strong fundamentals: Oracle's $553B backlog and 84% cloud growth; Sea's 36% revenue expansion across fintech and gaming.
AMZNMELIORCLORCLpDSEvaluationAI infrastructure
Investing.comInvesting.com··Thomas Hughes

Oracle's AI Boom Sends Strong Signal: Revenue Surges 21% Amid Infrastructure Crunch

Oracle posts robust Q3 2026 results with 21% revenue growth and 44% cloud revenue surge, as JPMorgan upgrades stock citing AI strategy success.
ORCLORCLpDanalyst upgradeAI infrastructure
The Motley FoolThe Motley Fool··Will Healy

Alibaba's Valuation Surge Raises Questions Ahead of Q3 Earnings

Alibaba's stock surged 45% over twelve months, but faces scrutiny ahead of Q3 earnings due to recent valuation expansion and history of missing estimates.
AMZNBABASEearnings missvaluation