From Sherwood News, September 10:
“Listen, even I'm sort of blown away by what this looks like going forward.”
That’s how the Q&A portion of Oracle’s Q1 2026 earnings call started, with Guggenheim Securities analyst John DiFucci expressing amazement at the company’s outlook for hockey-stick revenue growth in its cloud business, thanks to AI.
That outlook for cloud sales to rise to $144 billion in its fiscal 2030 from $18 billion in fiscal 2026 is fueling gains across chip suppliers, infrastructure suppliers, server companies, and power providers linked to the AI boom....
....MUCH MORE
The list is comprised of the usual suspects but it is interesting to see them all moving in synchrony.
The only bit of red is Broadcom, which has had its own multi-centi-billion-dollar run over the last five years.
