Waverham Capital

Waverham Capital: Your daily financial intelligence briefing. I read the expensive stuff (Bloomberg, SEC filings, institutional research) so you don’t have to.

[Waverham Capital @WaverhamCapital]

MUSK: MOST LIKELY OUTCOME OF AI IS INCREDIBLY BENEFICIAL

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Trump, next to alphabet CEO, critiques Finland data center plan

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Trump on Data Centers: I want them built in America

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BREAKING: BOE BANK RATE ACTUAL 3.75% (FORECAST 3.75%, PREVIOUS 3.75%) $MACRO

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BoE sees growth of 0.4% in Q3, vs 0.1% prior forecast

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🔴 ⚠️ BREAKING: US INTEREST RATE DECISION ACTUAL 4% (FORECAST 4%, PREVIOUS 3.75%) $MACRO

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UK inflation jumps to 3.1% as energy costs soar

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Traders now see about a 90% chance of a Fed rate hike next week, vs about 70% before the inflation report.

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US CORE CPI YOY ACTUAL 2.4% (FORECAST 2.4%, PREVIOUS 2.5%) $MACRO

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$ORCL Oracle Q1 2027 Earnings

Adj. EPS $1.92, est. $1.75
Adj. Rev. $19.35B, est. $19.13B
Adj. oper income $8.15B, est. $7.81B
Adj. oper margin 42%, est. 40.8%
Cloud infrastructure rev. (IaaS) $7.39B, est. $7.19B
Software rev. $5.55B, est. $5.67B
Software support rev. $4.90B, est. $4.88B
Software license rev. $655M, est. $718.8M

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Google Finland investment includes three new data centers.

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Google to invest €13b in Finland AI infrastructure in 2027-28.

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The US attacked a second oil tanker near the waters of Jask - IRIB News

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Iran's IRGC Navy: Ships will be targeted in response to the US attack on Iranian oil tankers.

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🔴 Explosion sounds heard in Iran's Kharg Island, no official announcement yet - Iran's Mehr News Agency

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US VP Vance: We believe the Fed should be lowering interest rates.

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US VP Vance: Won't set an artificial timeline for the end of the war in Iran.

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Trump: Iran would've had nuclear weapons 5 years ago without me

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US VP Vance: Would not call it a war in Iran.

[Waverham Capital @WaverhamCapital]

US VP Vance: We're not talking to Iran unless they stop shooting at ships.