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#cloud computing
Stock analysis posts tagged "cloud computing" from Openbook.
Market Spotlight
Akamai Stock Analysis 2026: AKAM Share Price, Earnings and Outlook
Anthropic has committed $11.6bn to Akamai over seven years. It costs $5.5bn of capex and a warrant over 5% of the equity — and AKAM closed up 3.2%.
Individual Stock Analysis
Oracle (ORCL) Fundamentals: Databases, ERP and Cloud Capacity
An Oracle stock analysis grounded in fiscal 2026 results: $67.4bn revenue, a $638bn contracted backlog and $55.7bn of capex. What the numbers show and what to watch.