LSEG

Company

Last mentioned: 2d ago

Stories mentioning LSEG 2

Oracle's AI Infrastructure Surge: Cloud Backlog Hits Record $553 Billion

Oracle shares surged following fiscal Q3 2026 results that beat analyst expectations, driven by an 84% explosion in cloud infrastructure revenue. The company reported a massive $553 billion cloud backlog, signaling long-term demand for its AI-optimized data centers.

2d ago 2 sources

Earnings Neutral

Workday Earnings Resilience: A Potential Signal for the SaaS Market Bottom

Workday's Q4 results surpassed analyst expectations on both top and bottom lines, driven by a significant surge in AI-related contract value. Despite issuing conservative guidance for the upcoming quarter, the stock's stability suggests that the broader software-as-a-service (SaaS) sector may have reached a valuation floor.

Mar 2, 2026 2 sources