David's Daily Bread
News and Scripture each morning. Practical tools each evening. Loved by God.

Scripture accompanies each story for the reader's reflection. It is not presented as God's judgment on the people or events reported.

Lead story
Business & markets

Oracle's cloud infrastructure revenue jumps 121% as its contracted backlog reaches $664 billion

The clearest measure of the AI buildout is no longer a chip count; it is a backlog nobody can fill yet.

Oracle reported fiscal first-quarter revenue of $19.3 billion on September 10, up 30%, with cloud infrastructure revenue rising 121% to $7.4 billion and total cloud revenue up 62% to $11.6 billion. Remaining performance obligations, the company's measure of contracted work not yet delivered, reached $664 billion, an increase of $209 billion from a year earlier, and Oracle said it booked more than $30 billion of additional AI cloud contracts during the quarter. Non-GAAP earnings were $1.92 per share, up 30%, while GAAP earnings were $1.56, up 55%. Oracle said it delivered 850 megawatts of additional datacenter capacity and that demand for its AI training and inference services continues to grow faster than supply.

Scripture for Reflection

“Instruct those who are rich in the present age not to be conceited and not to put their hope in the uncertainty of wealth, but in God, who richly provides all things for us to enjoy.”

Numbers this large can quietly become our security, so we can hold our forecasts loosely and place our hope somewhere steadier.

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Tech & AI →
Business & Markets →
01

Adobe posts $6.76 billion in quarterly revenue and crosses a billion monthly active users

AI revenue accelerates For the quarter ended August 28, revenue rose 13% year over year, non-GAAP diluted earnings were $6.13 per share, total annualized recurring revenue reached $27.50 billion, and Adobe said its AI-first ARR grew more than 150%.

Scripture for Reflection

“Whoever is faithful with very little will also be faithful with much, and whoever is dishonest with very little will also be dishonest with much.”

Faithfulness in small, unglamorous work is what makes a large result trustworthy, and that is true of our work too.

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02

Wholesale prices rose 0.4% in August as goods costs climbed

Goods did the lifting The producer price index for final demand rose 0.4% in August and 5.4% over the twelve months, with final demand goods up 1.1% while services edged up 0.1%, and the core measure excluding foods, energy and trade services up 0.3%.

Scripture for Reflection

“Keep your lives free from the love of money and be content with what you have, for God has said: “Never will I leave you, never will I forsake you.””

When prices climb, we can practice contentment and remember the promise that we are not left to carry it alone.

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Science →
01

NASA and IBM release an open lunar AI model trained across four missions

A machine-readable Moon Released September 10, the open-source NASA-IBM Lunar Foundation Model draws on more than 30 spatially aligned data layers from nine instruments across four missions, and cut errors in identifying lunar ice deposits by up to 22% against a standard baseline.

Scripture for Reflection

“Lift up your eyes on high: Who created all these? He leads forth the starry host by number; He calls each one by name. Because of His great power and mighty strength, not one of them is missing.”

Mapping the Moon in finer detail can lead us toward wonder rather than toward pride in our own instruments.

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Letters to the King
I keep waiting for God to make my path clear. How did you decide anything when no word came?
From the Baker's own shelf

Friend, I know the silence you name. There were long seasons when the prophet had no word for me, when I inquired and heaven kept its own counsel, and yet I still had to decide before sundown where the flock would sleep. Here is what those quiet stretches taught me. Silence is not absence. When no new word came, I went back to the words already given, and found that none of them had expired. I took counsel from people who loved me enough to tell me no. I looked at what lay within reach of my hand and did the next plain right thing, trusting that the Lord finds it easier to steer a walking man than a standing one. And when I chose poorly, and I did, more than once, He was not startled. So wait, yes, and sing while you wait; I wrote a few songs from exactly that place. But do not mistake an ordinary road for a hidden one. Sometimes the path is not concealed at all, only unremarkable, and it begins with the step you already know to take. Go on then. Take it. He has not lost track of you.

– David, son of Jesse
Letters answered in the voice of the biblical King David.
Page notes
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