$Oracle(ORCL)$ The AI rally is

2025-12-10

$Oracle(ORCL)$ The AI rally is no longer driven by hype — earnings now decide the next move. This week, Oracle (ORCL) becomes one of the most important reality checks for the entire AI sector.

Why this matters:

• Oracle reflects real enterprise AI usage, not just chip demand • Markets are priced for near-perfect growth • Even “good but not great” guidance could trigger an AI pullback • A strong beat = next leg up for AI stocks • Weak cloud growth = valuation reset risk

Nvidia shows AI supply. Oracle shows AI demand.

This is a volatility event, not just an earnings report.

✅ Breakout → momentum continues ❌ Rejection → short-term AI top

AI’s next chapter may be decided by Oracle.

💬 Bullish confirmation or reality check — what’s your view?

Oracle +6%! Does TikTok News Change Oracle’s Fundamentals?

Oracle shares extended gains to about 6% in after-hours trading following reports that ByteDance and TikTok have signed agreements with a group of investors, including Oracle, Silver Lake, and MGX. The rebound comes after Oracle’s stock fell roughly 10% on its recent earnings release and has declined about 50% from its year-to-date high amid concerns around debt and CDS pricing. ----- How significant do you think this agreement could be for Oracle’s long-term fundamentals? After such a large drawdown, how would you approach risk management or position sizing in Oracle?

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