Inner Circle

Posted on | by Leon Hinde | Leave a Comment on Inner Circle

Oracle Corporation Common

Oracle kicked off Oracle AI World by introducing 25 AI agentic applications powered by Fusion Claw across ERP, HCM, Supply Chain, and Customer Experience to automate end-to-end enterprise workflows. Barclays reaffirmed an Overweight rating ($252 price target), pointing to accelerating cloud infrastructure expansion and a $664B backlog. All eyes turn to Oracle’s Investor Day Meeting tomorrow, Wednesday 28 October, where leadership will address data center financing, capital expenditures, and free cash flow targets.

Meta

Posted on | by Leon Hinde | Leave a Comment on Meta

ASX:META

announcing plans to raise up to US$95 billion in equity to fund its massive infrastructure buildout and superintelligence roadmaps. The financing consists of an immediate $35 billion public offering ($22.5B in Class A stock and $12.5B in convertible preferred shares) and a planned $60 billion at-the-market program slated for early 2027. Notably, Nvidia, AMD, and Broadcom have expressed interest in purchasing up to $5 billion of Meta Class A shares in the transaction.