Oracle guided FY27 EPS to $8.05 and reconfirmed $90B revenue.
The number that matters is in the filing, not the headline: $638B RPO, up 363% YoY — plus a $40B capital raise to build the datacenters to deliver it.
$ORCL https://t.co/zaMyBWzldG
A 13G-to-13D conversion is the tell: a passive holder just went active.
Stone House now holds 16.3% of Designer Brands and wants operational changes — plus segment-level numbers for the Topo Athletic brand it thinks the market is missing.
$DBI https://t.co/L6gEZ8jdNo
Two auditor-change 8-Ks this week with the same magic words — "no disagreements, no reportable events" — telling different stories.
LGI Homes: competitive re-bid, clean break. Karman: an upgrade to PwC while remediating material weaknesses.
$LGIH $KRMN https://t.co/TAl5YU97Ew