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Oracle Faces Investor Scrutiny as AI Expansion Drives Long-Term Commitments

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Oracle Faces Investor Scrutiny as AI Expansion Drives Long-Term Commitments
Oracle enters the new week under scrutiny as massive AI-related lease commitments raise questions about execution risk, cash flows, and long-term profitability despite strong contracted demand.
As markets head into the weekend, remains in focus as investors weigh the rewards and risks of its aggressive AI and cloud infrastructure buildout. Shares last traded near $198, close to recent highs, with attention shifting to disclosures in Oracle’s latest quarterly filing. The company reported remaining performance obligations exceeding $520 billion, underlining strong contracted demand. 
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Railway PSU Rally Accelerates as Budget Optimism Fuels Buying

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Railway PSU Rally Accelerates as Budget Optimism Fuels Buying
Railway PSU stocks surged sharply on Budget-linked optimism, strong capex expectations, and improved earnings visibility, driving broad-based buying across RVNL, IRFC, IRCON, RailTel, and IRCTC.
Railway sector stocks have extended a sharp rally over the past five sessions, driven by improving market sentiment and expectations of higher infrastructure spending ahead of the Union Budget. Shares of jumped over 26% in five sessions, while gained more than 20%. also rose nearly 19%, supported by strong order visibility. 
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