# AI capex — X 热门讨论 (2026-09-08 17:03 UTC)
## @Crypto_Lunafi (LUNAFI) · 09-08 10:17 · ♥41 ↻35 💬0 Oracle earnings are coming September 10.
$19.1B expected revenue, $638B backlog, and AI Cloud revenue up 93% last quarter.
The concern? ~$70B CapEx and ~$95B debt.
Strong guidance could fuel the bulls, but weak numbers could change the story quickly.
Trade: ORCL/USDT Perpetual
#Oracle #ORCL https://x.com/Crypto_Lunafi/status/2097268138739904868
## @C_Khinnng (Khinnng) · 09-08 10:51 · ♥37 ↻2 💬0 Oracle’s next earnings report is interesting for one reason: the numbers are getting huge on both sides.
$638B backlog sounds incredible, but $95B in debt and roughly $70B in expected CapEx raise a different question.
Can Oracle turn all that AI demand into sustainable growth without spending its way into a problem?
I’ll be watching $ORCL closely after the September 10 report, with the perpetual available on BingX.
#Oracle #ORCL https://x.com/C_Khinnng/status/2097276704683184495
## @Goldforestinves (GoldForest Investments) · 09-08 05:53 · ♥30 ↻3 💬1 🔥🔥 Morning Stocks | 8 Sep 2026
ESDS Software 🔥🔥 — Blockbuster IPO still ripping: issue ₹429 → listing ₹757 → now ~₹1,260 (+15% today), ~200% from issue on AI-cloud/data centre build. 💻
Symphony 🔥🔥 — Phased India entry into Room ACs, BLDC ceiling fans & air purifiers from Dec 2026; +10-13%, volume surge. ❄️
GE Vernova T&D 🔥🔥 — L1 for Power Grid 6,000 MW ±800 kV HVDC terminal (est. ₹13,000 cr multi-year); +7-8%. ⚡
Kwality Pharma 🔥🔥 — Q1 sales ₹162 cr (+46% YoY), PAT ₹26 cr (+115%); FY27 guidance raised above ₹700 cr, LATAM/MENA + hormone/oncology capex. 💊
TD Power Systems 🔥 — Q1 PAT +72% to ₹86 cr; FY27 revenue guidance lifted to ₹2,600 cr, Q1 inflows ₹734 cr (93% exports), book ₹2,207 cr; +5%, near 52-week high. ⚡ Data Patterns 🔥 — Defence electronics bid on DAC ₹1.1 lakh cr AoN (98% domestic); +4-6%. 🛡️
Paras Defence 🔥 — Space-optics/defence name rides DAC ₹1.1 lakh cr clearances; +4%, testing near ₹1,585 52-week high. 🛰️
BEML 🔥 — Army/Navy/Air Force platform cycle after DAC ₹1.1 lakh cr AoN; +3-4%. 🚜
HFCL 🔥 — FY26 order book +113% to ₹21,206 cr plus ₹2,329 cr OFC export deal; +4%. 📡
Hindustan Aeronautics 🔥 — Domestic procurement push from DAC ₹1.1 lakh cr approvals; +3%. ✈️
BEL 🔥 — Defence electronics on large three-service AoN slate; +2%. 🛡️
Zen Technologies 🔥 — Training/simulators ride the same DAC wave; +2-3%. 🎯
🔥 Momentum + Breakouts + IPO Rallies + Sectoral Tailwinds = Stocks on Watch 📌✅ https://x.com/Goldforestinves/status/2097201549797978128