Oracle just put $664 billion of AI demand on the table.
Q1 revenue +30% to $19.3B. Cloud infrastructure +121%. RPO at $664B, with a $300B OpenAI contract inside the Stargate alliance.
They delivered 300,000 GPUs in one quarter at 97.9% utilization. This is no longer a software company. $ORCL $NVDA
#ORCL #AIInfrastructure #Cloud #Oracle #Stargate
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United and Southwest just refused the new MAX software.
Boeing told operators in August that versions 14 and 14.1 of the 737 MAX flight-management computer can drop vertical navigation after a missed approach if the crew changes the programmed path. Autopilot can stay on. VNAV can fall back to a cruder pitch mode close to the ground.
Boeing says this is not an immediate safety issue. The FAA is still opening a Corrective Action Review Board.
An airline flagged the condition in November 2024. Boeing first called it non-safety in early 2025, then opened a formal review after more operator feedback.
A permanent software fix was slated for early 2028. Boeing now says it is trying to pull that forward.
The timing is the real hit. The MAX 7 was certified in August on version 14. The MAX 10 used 14.1 in certification tests. Airlines will take older code. Regulators may not.
$BA $LUV $UAL #Boeing #737MAX #Aviation #FAA
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