📡 TradFi Radar

$ASML -0.39%
Q3 results landed at 05:00 UTC today. Against €11–12B sales guidance, watch EUV demand and the 2027 outlook for signs that AI capex is becoming fab expansion.

$ORCL +6.03%
The latest-quarter cloud infrastructure revenue grew 121%, but free cash flow stayed negative. Customer prepayments, data-center delivery and funding costs shape how quickly the AI backlog turns into cash.

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