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Energy & Utility Outperformance "Head Scratcher" Amid Massive ORCL Rally
Youtube· 2025-09-11 04:00
Welcome back to Market on Close. It's time for options Corner. So, we'll welcome in our friend Kevin Green joining us with the levels that he's watching as we head into the close today.You know, Kevin, what are you keeping a close eye on. We've got uh S&P still up, but everybody else down. Yeah, we did see a little bit of a round trip today, Marley, when it comes to the market.Actually earlier this morning we talked about the 655 as a potential area of resistance and we pretty much hit that on the nose and ...
A 'Drop the Mic' Moment for Oracle, Dan Ives
Youtube· 2025-09-11 03:50
That's going to be a historic quarter when you look at the work and it shows the type of CapEx we're seeing in the use cases are exploding. We've talked about so much here in the change my life. I mean, as simple as that.Look, and the reality is anyone that thinks hype not real, right. That Oracle number is a validation. That's a drop the mike from Safra and Alison. That shows to me, okay, what's going to happen the rest attacking the A Brahmin.Did we have a drop the mike moment with Mr. . Cook yesterday I ...
Oracle's not much more expensive than it was earlier this week, says Citi's Tyler Radke
Youtube· 2025-09-11 03:37
We're speaking with Tyler Radkkey, city's co-head of US software equity research. As you can see here, he called it a his words bookings bonanza and upgraded Oracle to a buy with a target price of $410 per share. Tyler, I guess maybe the first question is why was it a hold to begin with and now it's a buy.I get it. But overall, this is one of those scenarios where every analyst out there got caught by surprise just how bullish the forecast is for the next 3 to 5 years. Yeah, look, I mean, we were uh neutral ...
OpenAI, Oracle sign $300 billion computing deal
Youtube· 2025-09-11 03:35
Uh, by the way, speaking of cloud and everything else, we got a news alert on Open AI and Oracle of all companies. Let's head back out to McKenzie Sagalos in San Francisco for more. Mac, what can you tell us.So, Dom, we're getting fresh insight into Oracle's blockbuster cloud revenue numbers. The Wall Street Journal is reporting that OpenAI has signed a $300 billion deal with Oracle for cloud computing power, one of the largest such contracts that we've seen. That goes well beyond its current revenue.And th ...
CoreWeave Is Skyrocketing Today -- Is the Stock a Buy Right Now?
Yahoo Finance· 2025-09-11 03:31
Key Points Oracle's incredible cloud-infrastructure guidance is pushing CoreWeave stock higher today. Massive growth for Oracle's cloud infrastructure unit bodes well for CoreWeave. CoreWeave is a risky stock, but its growth outlook appears promising. 10 stocks we like better than CoreWeave › CoreWeave (NASDAQ: CRWV) stock is surging higher in Wednesday's trading. The artificial intelligence (AI) company's share price was up 15.2% as of 3:15 p.m. ET and had been up as much as 24.6% earlier in the ...
Oracle Blockbuster Earnings: Separating The Business From The Stock Price
Seeking Alpha· 2025-09-11 03:30
Oracle Corporation's (NYSE: ORCL ) just reported its Q1 2026 earnings and the market reaction would go down in history as one of the largest daily movements for the stock and likely as one of the largest daily net worth increasesVladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from ...
Oracle Blockbuster Earnings: Separating The Business From The Stock Price (NYSE:ORCL)
Seeking Alpha· 2025-09-11 03:30
Oracle Corporation's (NYSE: ORCL ) just reported its Q1 2026 earnings and the market reaction would go down in history as one of the largest daily movements for the stock and likely as one of the largest daily net worth increasesVladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from ...
Oracle shares soar to record high on cloud demand
Youtube· 2025-09-11 03:30
Turning now to the other big market story and the big surge, it's Oracle. As we mentioned, the stock is surging to an all-time high today after the company reported highly bullish cloud demand numbers for the coming years. Shares are on pace for their best stay in over three decades.And the company is quickly approaching the $1 trillion benchmark for market value after the stock gained almost $300 billion in market cap just overnight alone. Our own Mackenzie Sagalos is out in San Francisco and has all the d ...
Oracle's Exceptional Backlog Confirms Its Role As Key AI Enabler: Analyst
Benzinga· 2025-09-11 03:20
Oracle ORCL shares jumped after the company reported first-quarter results, driven by stronger-than-expected growth in its cloud and AI infrastructure business and a record backlog of multi-billion-dollar contracts, highlighting its expanding role in the rapidly growing AI market.Benzinga contacted Ivan Feinseth, CIO and Director of Research at Tigress Financial Partners, about the correlation of Oracle and Amazon.com AMZN.Feinseth attributed Oracle’s surge to a surprise gain in its cloud platform, noting t ...
Oracle and OpenAI sign $300B cloud computing deal, WSJ reports
Proactiveinvestors NA· 2025-09-11 03:12
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...