Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Oracle Corporation has catapulted into the center of the artificial intelligence (AI) race with a landmark $300 billion cloud infrastructure deal with OpenAI, positioning itself as the new backbone of AI computing.</li><li>The agreement, which spans five years starting in 2027, is one of the largest cloud contracts in history and has already helped Oracle lock in a record $455 billion in remaining performance obligations (RPO).</li><li>This unprecedented backlog of contracted revenue reflects surging demand from major AI players including Meta, xAI, NVIDIA, and AMD.</li></ul>

Oracle Corporation has catapulted into the center of the artificial intelligence (AI) race with a landmark $300 billion cloud infrastructure deal with OpenAI, positioning itself as the new backbone of AI computing.The agreement, which spans five years starting in 2027, is one of the largest cloud contracts in history and has already helped Oracle lock in a record $455 billion in remaining performance obligations (RPO).This unprecedented backlog of contracted revenue reflects surging demand from major AI players including Meta, xAI, NVIDIA, and AMD.

Oracle’s $300 Billion OpenAI Deal Sends It Skyward—But Can It Stick The Landing?

Podcast by Andrew Walker, a PM at Rangeley Capital, Yet Another Value Podcast

Yet Another Value Podcast

Podcast by Andrew Walker, a PM at Rangeley Capital

Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.substack.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer

<ul><li>Institutional investors are turning to AI to analyze SEC filings and earnings call transcripts, with Fintool offering a quicker and more efficient solution.</li><li>The biography of Larry Ellison, focusing on Oracle during the dot com crisis, provides insight into Ellison's leadership style and business strategies.</li><li>Despite some mixed feelings about Oracle and Ellison's personality, his vision for the future of computing, such as using commodity hardware and smartphones, has proven to be accurate in hindsight.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Institutional investors are turning to AI to analyze SEC filings and earnings call transcripts, with Fintool offering a quicker and more efficient solution.The biography of Larry Ellison, focusing on Oracle during the dot com crisis, provides insight into Ellison's leadership style and business strategies.Despite some mixed feelings about Oracle and Ellison's personality, his vision for the future of computing, such as using commodity hardware and smartphones, has proven to be accurate in hindsight.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)

<ul><li>Oracle Corporation has reported a strong performance for its fourth quarter and fiscal year 2025, surpassing expectations in terms of both revenue and earnings per share (EPS).</li><li>The company's results reflect significant momentum in its cloud transition, which has been a strategic focus for several years.</li><li>On the positive side, Oracle has demonstrated robust growth across its cloud offerings.</li></ul>

Oracle Corporation has reported a strong performance for its fourth quarter and fiscal year 2025, surpassing expectations in terms of both revenue and earnings per share (EPS).The company's results reflect significant momentum in its cloud transition, which has been a strategic focus for several years.On the positive side, Oracle has demonstrated robust growth across its cloud offerings.

Oracle Corporation: Is The Demand for Oracle Databases Across Cloud Platforms Enough To Warrant Any Optimism?

<ul><li>Oracle Corporation's third quarter fiscal year 2025 earnings report indicated significant strategic advancements and robust financial performance, balanced by some challenges.</li><li>On the positive side, the company reported a record $48 billion addition to its backlog, bringing the remaining performance obligations (RPO) to $130 billion, which represents a 63% increase year-over-year.</li><li>This growth suggests strong demand for Oracle's cloud services, which is a key positive indicator for future revenue streams.</li></ul>

Oracle Corporation's third quarter fiscal year 2025 earnings report indicated significant strategic advancements and robust financial performance, balanced by some challenges.On the positive side, the company reported a record $48 billion addition to its backlog, bringing the remaining performance obligations (RPO) to $130 billion, which represents a 63% increase year-over-year.This growth suggests strong demand for Oracle's cloud services, which is a key positive indicator for future revenue streams.

Oracle Is Quietly Dominating AI Cloud — 57% OCI Surge and a Game-Changing Data Platform!

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

A full service Thai brokerage

Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Thematic (Sector/Industry)

<ul><li>The SET Index is expected to trade in a sideways-down range today, with the support at 1,250/1,230 and the resistance at 1,260/1,271.</li><li>The MPC unanimously voted to cut the policy rate to 1.25%, in line with market expectations, bringing the policy rate to its lowest level in four years.</li><li>The MPC stated that the latest policy rate cut was driven mainly by economic and inflation factors, namely: (i) export growth in 2026 is likely to slow due to a high base in 2025, with US tariffs further weighing on exports next year.</li></ul>

The SET Index is expected to trade in a sideways-down range today, with the support at 1,250/1,230 and the resistance at 1,260/1,271.The MPC unanimously voted to cut the policy rate to 1.25%, in line with market expectations, bringing the policy rate to its lowest level in four years.The MPC stated that the latest policy rate cut was driven mainly by economic and inflation factors, namely: (i) export growth in 2026 is likely to slow due to a high base in 2025, with US tariffs further weighing on exports next year.

Krungthai XSpring Zoom Eng. December 18, 2025

United States

Oracle Corporation supplies software for enterprise information management. The Company offers databases and relational servers, application development and decision support tools, and enterprise business applications. Oracle's software runs on network computers, personal digital assistants, set-top devices, PCs, workstations, minicomputers, mainframes, and massively parallel computers.

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Oracle Corp (ORCL US)

Oracle’s $300 Billion OpenAI Deal Sends It Skyward—But Can It Stick The Landing?

Oracle Corporation has catapulted into the center of the artificial intelligence (AI) race with a landmark $300 billion cloud infrastructure deal...

Baptista Research

Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)

Fintool streamlines analysis of SEC filings and transcripts, Larry Ellison's biography "Softwar" explores his focus on technology and Oracle's...

Yet Another Value Podcast

Oracle Corporation: Is The Demand for Oracle Databases Across Cloud Platforms Enough To Warrant Any Optimism?

Oracle Corporation has reported a strong performance for its fourth quarter and fiscal year 2025, surpassing expectations in terms of both revenue...

Baptista Research

Oracle Is Quietly Dominating AI Cloud — 57% OCI Surge and a Game-Changing Data Platform!

Oracle Corporation's third quarter fiscal year 2025 earnings report indicated significant strategic advancements and robust financial performance,...

Baptista Research

Krungthai XSpring Zoom Eng. December 18, 2025

The SET Index is expected to trade in a sideways-down range today, with the support at 1,250/1,230 and the resistance at 1,260/1,271.

Krungthai XSpring

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