🌟 Editor's Note
Welcome to another exciting week in the vibrant tech ecosystem! i’ve got a packed newsletter full of insights, events, and analysis.
🚀 Stay Inspired
☁️ Oracle x SoftBank: Powering Japan’s AI Cloud
Oracle (ORCL) teamed up with SoftBank (SFTBY) to launch a sovereign AI cloud in Japan — a major win as countries push to keep data local.
SoftBank’s new Cloud PF Type A, powered by Oracle Alloy, goes live in 2026 with 200+ cloud services and built-in AI tools.
Oracle’s numbers are huge — $455B in contracts (+359% YoY) and cloud revenue projected to hit $144B by 2029. Big clients include OpenAI, Meta, Nvidia, and AMD.
Stock’s up 350% in 3 years, trading at 41x earnings, but analysts still see up to 85% upside ahead.
📊 Bottom line: Oracle’s not cheap — but this SoftBank deal strengthens its global AI cloud dominance.
Energy Fuels (UUUU) — Slow but Spreading Sweetly
Energy Fuels (UUUU) has been quietly thickening its mix. After years as a pure uranium miner, the company’s been expanding into rare earth processing — a strategic move that’s starting to pay off.
In recent quarters, revenue and output have both improved, supported by strong uranium prices and early progress at its White Mesa Mill, the only rare earth separation facility in North America. That gives Energy Fuels a first-mover edge as Western nations push to reduce reliance on China.
The stock’s been volatile, but the long-term story is bright — growing demand for clean energy and nuclear power plays right into its hands.
🍯 Bottom line: UUUU’s not the flashiest stock, but it’s slowly building a sweet, sustainable position in the global energy transition.
📈 Applied Digital (APLD) Lights Up on Earnings Beat
Applied Digital popped nearly 25% yesterday after crushing earnings expectations. Revenue surged 84% year-over-year to $64.2 million, fueled by strong growth in its high-performance computing (HPC) data center business. The company also narrowed its loss to just $0.03 per share (adjusted) — far better than Wall Street’s gloomy forecasts.
The real buzz came from APLD’s $11 billion lease deal with CoreWeave, locking in long-term revenue for its massive “Polaris Forge” data center campus. Investors saw this as proof the company isn’t just riding the AI wave — it’s building the infrastructure behind it.
With shares climbing from $27 to $36, momentum is hot. But with rising costs and heavy debt still in play, traders will be watching to see if APLD can turn that AI hype into sustained profitability.
🔥 Applied Digital is no longer a whisper in AI infrastructure — it’s becoming one of the loudest names on the board.
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Till next time,