MarketPulse

contracted backlog

5 articles
The Motley FoolThe Motley Fool··Daniel Sparks

Oracle's AI Bet Stumbles Despite Blockbuster $553B Backlog

Oracle stock lags AI peers despite strong earnings and massive $553B contracted backlog, as debt-fueled infrastructure spending and OpenAI revenue concerns weigh on investors.
NVDAAMZNGOOGGOOGLORCL+3capital expenditurescloud computing
Investing.comInvesting.com··Ryan Hasson

Nebius Soars to Record Highs on $643M Eigen AI Acquisition

Nebius stock hits all-time high of $176.42, up 600% annually, after announcing $643 million Eigen AI acquisition to expand into higher-margin AI software services.
NVDAMETAMSFTNBISAI infrastructureGPU clusters
The Motley FoolThe Motley Fool··Micah Zimmerman

Nebius Lands $46B AI Cloud Deal Pipeline; 10X Upside Unlikely Despite Growth Trajectory

Nebius secured $46B in AI cloud contracts from Microsoft and Meta through 2031. With $530M 2025 revenue and $41B valuation, analysts see 50-75% upside rather than 10x returns.
NVDAMETAMSFTAMZNNBISexecution riskdata centers
The Motley FoolThe Motley Fool··Adria Cimino

CoreWeave Stock Plummets 18% Despite $5B Revenue Surge—Opportunity or Trap?

CoreWeave stock fell 18% post-earnings despite $5B revenue (160% growth) and $66B backlog, as investors fret over $30B capex plans and high leverage.
NVDAAMZNCRWVNBIScapital expenditurecloud computing
Investing.comInvesting.com··Ryan Hasson

Rocket Lab Earnings Report to Focus on Neutron Rocket Development After Test Setback

Rocket Lab reports Q4 2025 earnings February 26, with focus on Neutron rocket setback from January test failure and impact on development timeline.
RKLBearnings reportQ4 2025 results