The Capitalist

The Capitalist

Capitalist Insider: Oracle jumps 11% on $225B 2030 revenue forecast

Anthropic IPO risks explode under highly unusual public-benefit setup

The Capitalist's avatar
The Capitalist
Oct 29, 2026
∙ Paid

Hello Capitalist Insiders!


  • Oracle jumps 11% on $225B 2030 revenue forecast

  • Anthropic IPO risks explode under public-benefit setup

  • AI trade shows extreme divergence in positioning and volatility

  • Oil drops as Vance restarts Iran peace talks

  • Oil majors print record cash on $100+ crude

  • Lilly soars as Zepbound demand drives outlook raise

  • Housing fundamentals keep crumbling with rates over 7%

  • Strong GDP meets rising inflation ahead of Fed pause



Oracle jumps 11% on $225B 2030 revenue forecast

Oracle shares rose sharply after the company projected fiscal 2030 revenue above $225 billion and outlined limits on additional fundraising, easing concerns about its debt load.

User's avatar

Continue reading this post for free, courtesy of Matthew Miller.

Or purchase a paid subscription.
© 2026 The Capitalist · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture