Oracle shares surged as its backlog (RPO) hit a record $455B, up from $138B, due to massive AI cloud demand and multi-billion dollar contracts. CEO Catz expects RPO to exceed $500B soon. OCI revenue is projected to grow 77% this year to $18B.
Motive Technologies won its ITC patent dispute against Samsara, with the judge ruling no infringement on fleet management and video safety tech. Most of Samsara's patent claims were invalid. A separate federal lawsuit by Samsara is ongoing.
Atlassian is phasing out Data Center by March 2029, ending new sales March 2026. This cloud shift aims for revenue growth but brings customer migration challenges, potential cost increases, and revenue recognition changes.
Ameresco, US Navy & CyrusOne will develop a 100 MW AI-optimized data center with dedicated energy infrastructure at NAS Lemoore, enhancing national AI leadership & energy resilience. It features secure, high-performance computing for gov't applications. First part online 2027.
UnitedHealth is meeting investors Sept 8-10. They're reaffirming 2025 adjusted EPS (at least $16.00), even with Amedisys acquisition costs making it dilutive. They also expect 78% of Medicare Advantage members to be in 4-star or higher plans, eligible for 2027 bonuses.
Energy Fuels successfully made EV magnets from US rare earths, qualifying them for major carmakers. This creates a non-China supply chain, powering 1,500 EVs soon. They're also producing dysprosium to complete the process.
