The demand outlook for Oracle (NYSE: ORCL ) took center stage in its Q1 FY 2026 earnings release, surging by 2,200% YoY. Some may argue that the stock's 35% rally the next trading day seems premature and that it may already beI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I'm a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a ...