CORNYVERSE

Oracle just delivered one of the most stunning announcements in recent memory, sending its stock into the stratosphere in after-hours trading. The legacy tech giant has forcefully declared itself a dominant player in the AI revolution, and the market's reaction has been nothing short of explosive.   📊 Key Takeaways Historic After-Hours Surge: Oracle's stock skyrocketed by as much as 28% in extended trading after its earnings call, a direct reaction to its incredibly bullish future guidance. AI-Fueled Growth Engine: The company projected its cloud infrastructure (OCI) revenue will grow a staggering 77% this fiscal year, driven by massive demand for AI workloads from clients like OpenAI. Record-Breaking Future Revenue: Remaining Performance Obligations (RPO)—a measure of future contracted revenue—exploded by 359% to $455 billion, signaling a massive, locked-in growth pipeline. Market Perception Shift: Despite narrowly missing current quarter estimates, investors c...

Palantir: Why It’s Called the “OS for the AI Era” Palantir is not just another data-analytics vendor. Born from national-security needs, it now powers AI-driven automation across government and the private sector. Below we break down why many investors call Palantir the “operating system” for the AI age—through four lenses. 🎯 Key Takeaways ✅ Born from post-9/11 needs to unify fragmented data ✅ An execution-ready AI platform bridging government and enterprise (Gotham · Foundry · AIP) ✅ Strong growth and profitability—but valuation remains a debate 🔥 Market Buzz Backed early by In-Q-Tel (the CIA’s venture arm), Palantir expanded across the U.S. Department of Defense and agencies like the FBI. This origin story gives it a rare “security + AI” positioning that continues to attract investor attention. 🏗️ Business Model Palan...