#ai
- Oracle says $30 billion. Analysts said $6 billion. We ran the math
Oracle promised $30 billion of free cash flow in fiscal 2029. Before that, analysts expected $5.9 billion. For Oracle to be right, its yearly spending on data centers has to fall by half or more in two years, while its sales almost double. A plain-language breakdown, a calculator to test it yourself, and a live ORCL tracker.
ORCL$116.10 → …… - Musk calls space data centers a 'no-brainer'. SpaceX tells investors they may never pay
Musk says AI will be cheapest in orbit within two or three years. SpaceX's own IPO prospectus says the plan 'may not achieve commercial viability' and needs 385 times everything the world launched in 2025, every year. We checked nine of Musk's dated promises: one came true on time. With a live SpaceX (SPCX) share tracker.
SPCX$162.57 → …… - Anthropic at $2 trillion would be pricier than Cisco at the top of the dot-com bubble
Investors expect Anthropic to list at $2 trillion or more. That is 43 times its revenue, the price of Coca-Cola, Netflix, Disney and eight other brands combined, and more than 176 of the world's 190 economies produce in a year. Four comparisons and two tests on 15 years of tech IPOs.
AnthropicIPO expected · not listed yet