{"id":801,"date":"2026-02-20T04:58:47","date_gmt":"2026-02-20T04:58:47","guid":{"rendered":"https:\/\/inmyopinion.com.sg\/?p=801"},"modified":"2026-02-20T04:58:48","modified_gmt":"2026-02-20T04:58:48","slug":"despite-growing-backlogs-investors-are-no-longer-optimistic-about-profitability","status":"publish","type":"post","link":"https:\/\/inmyopinion.com.sg\/?p=801","title":{"rendered":"Despite Growing Backlogs, Investors Are No Longer Optimistic About Profitability"},"content":{"rendered":"\n<p>Based on Q4 results, the AI Hyperscalers&#8217; backlog continues to grow. Microsoft and Oracle are the leaders. Their fortunes are increasingly tied to OpenAI. Profits need to catch up with investments eventually, if their stock prices are to continue going up. Currently, the big spenders are seeing their stock prices drop.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"664\" height=\"507\" src=\"https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-19-at-8.09.55-AM.png\" alt=\"\" class=\"wp-image-802\" srcset=\"https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-19-at-8.09.55-AM.png 664w, https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-19-at-8.09.55-AM-300x229.png 300w\" sizes=\"auto, (max-width: 664px) 100vw, 664px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"647\" height=\"467\" src=\"https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-19-at-8.15.08-AM.png\" alt=\"\" class=\"wp-image-803\" srcset=\"https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-19-at-8.15.08-AM.png 647w, https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-19-at-8.15.08-AM-300x217.png 300w\" sizes=\"auto, (max-width: 647px) 100vw, 647px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"312\" src=\"https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/MSFT-1.png\" alt=\"\" class=\"wp-image-804\" srcset=\"https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/MSFT-1.png 700w, https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/MSFT-1-300x134.png 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"312\" src=\"https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/ORCL-1.png\" alt=\"\" class=\"wp-image-805\" srcset=\"https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/ORCL-1.png 700w, https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/ORCL-1-300x134.png 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Based on Q4 results, the AI Hyperscalers&#8217; backlog continues to grow. Microsoft and Oracle are the leaders. Their fortunes are increasingly tied to OpenAI. Profits need to catch up with investments eventually, if their stock prices are to continue going up. Currently, the big spenders are seeing their stock prices drop.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-801","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Despite Growing Backlogs, Investors Are No Longer Optimistic About Profitability -<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/inmyopinion.com.sg\/?p=801\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Despite Growing Backlogs, Investors Are No Longer Optimistic About Profitability -\" \/>\n<meta property=\"og:description\" content=\"Based on Q4 results, the AI Hyperscalers&#8217; backlog continues to grow. Microsoft and Oracle are the leaders. Their fortunes are increasingly tied to OpenAI. Profits need to catch up with investments eventually, if their stock prices are to continue going up. Currently, the big spenders are seeing their stock prices drop.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/inmyopinion.com.sg\/?p=801\" \/>\n<meta property=\"article:published_time\" content=\"2026-02-20T04:58:47+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-20T04:58:48+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/inmyopinion.com.sg\/wp-content\/uploads\/2026\/02\/Screenshot-2026-02-19-at-8.09.55-AM.png\" \/>\n\t<meta property=\"og:image:width\" content=\"664\" \/>\n\t<meta property=\"og:image:height\" content=\"507\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n<script type=\"application\/ld+json\" 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