Hello,

While other publications covered Prime Day deals, The Information moved the market.

After our report revealed that Oracle was earning thinner margins and losing money on some Nvidia chip rental deals, Oracle shares dropped more than 3%, pulling the Nasdaq to its session low.

That's what our readers rely on us for: reporting that doesn't just inform, but drives action. The Information turns fast-moving tech developments into insight you can act on, surfacing the market-moving signals, strategy shifts and structural forces shaping the next wave of tech and finance. Subscribe now for $299 and save 25% on the first year.

Read the articles that moved markets:

Exclusive

Internal Oracle Data Show Financial Challenge of Renting Out Nvidia Chips

By Anissa Gardizy, Anita Ramaswamy and Cory Weinberg

Aside from whether Oracle can build enough data centers to generate the revenue it has promised investors, another challenge is how reliant its GPU cloud business could become on a single customer.

True Value

The Magical Thinking Behind Oracle's Valuation

By Anita Ramaswamy

Investors who drove up Oracle shares on its stunning cloud revenue projections are underappreciating risks and underlying costs.

Do you have The Information? Get timely signals and the context to understand them. Subscribe now for $299 and save 25% on the first year.