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Oracle shares tumble 11% on increased capital raise, cash concerns (3 minute read)

TLDR AI · yesterday Cached

Oracle shares fell 11% after the company announced an additional $20 billion capital raise and reported negative free cash flow of $23.7 billion for fiscal 2026, as investors worry about the high cost of its AI buildout. Despite beating Q4 estimates, the stock is down for the year.

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#earnings

@rohanpaul_ai: Nvidia at 15X forward earnings is not pricey. ~ Dan Loeb, the billionaire founder and CEO of hedge fund Third Point, $2…

X AI KOLs Timeline · 2026-05-30 Cached

Billionaire investor Dan Loeb states that Nvidia at 15 times forward earnings is not expensive, commenting on the company's valuation.

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#earnings

NVIDIA Removes Gaming Revenue Category From Financial Reports

Reddit r/LocalLLaMA · 2026-05-22 Cached

NVIDIA has removed gaming as a standalone revenue category, folding it into a broader Edge Computing division, signaling a strategic shift towards AI and accelerated computing.

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#earnings

Nvidia posts another record quarter, reveals $43B of holdings in startups

TechCrunch AI · 2026-05-20 Cached

Nvidia reported record quarterly revenue of $81.6B, driven by data center sales, and revealed $43B in startup holdings, with significant investments in AI companies like OpenAI and Anthropic.

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#earnings

@leteyski: They say the 1st million is the hardest... we just reached $1M in earnings from the @Shopify app store Super proud of t…

X AI KOLs Following · 2026-05-18 Cached

ZipchatAI founder announces reaching $1M in earnings from the Shopify app store, a notable milestone for the team.

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#earnings

@zoink: Quick update: not dead. $FIG Q1 results: → 46% YoY revenue growth, accelerating for the 2nd straight quarter → Net Doll…

X AI KOLs Following · 2026-05-14 Cached

The company behind $FIG reported Q1 results with 46% YoY revenue growth, increasing net dollar retention rate to 139%, and raising 2026 revenue guidance.

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Cloudflare’s AI usage increased by 600% in the last 3 months, leading to the elimination of 1,100 jobs as part of an Agentic AI restructuring

Reddit r/singularity · 2026-05-09 Cached

Cloudflare reported Q1 2026 earnings that beat expectations but announced a 20% workforce reduction of 1,100 employees due to a shift toward an agentic AI-first operating model, causing shares to drop 24%.

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