Oracle's Cloud Margins and Stock Performance

Latest News

10-17

Oracle Is Maintained at Buy by Guggenheim

10-17

Mizuho Adjusts Price Target on Oracle to $400 From $350, Maintains Outperform Rating

10-17

Oracle Corp : Stephens Raises Target Price to $331 From $208

User Discussion

MaverickWealthBuilder

10-17

Big-Tech Weekly | Why Is MSFT Greenlighting The Billions ORCL-OpenAI Deal?

Big-Tech’s PerformanceMacro Headlines This Week:Regional banks lighting up the risk fuse again? Earnings from mid-tier players like $Zions(ZION)$ showed credit quality tanking, with bad debt rates spiking over 3%, sparking fresh panic about the whole regional banking sector. It's got echoes of the 2023 SVB meltdown, but this time the spotlight's on private credit woes—corporate defaults are climbing to 5% in this high-rate world, putting serious pressure on smaller banks' balance sheets. Add in the ISM manufacturing index unexpectedly dipping to 47.2 (way below forecasts), signaling economic slowdown vibes. Markets freaked: $Cboe Volatility Index(VIX)$ surged, gold

Big-Tech Weekly | Why Is MSFT Greenlighting The Billions ORCL-OpenAI Deal?

{"i18n":{"language":"en_US"},"financialEventData":{"themeId":"71f3550115cb1e18fa82ef5b51905289","name":"Oracle's Cloud Margins and Stock Performance","description":"Oracle's stock rose after addressing concerns about its low gross profit margin in the AI cloud server-rental business. The company clarified that the actual gross margin over the contract's life is 35%. Additionally, Oracle updated its long-term revenue outlook for Oracle Cloud Infrastructure, projecting $166 billion by 2030. The stock surged 4% after a key trading signal at $310.16, reaching an intraday high.","image":"https://community-static.tradeup.com/news/1201dcc0482be040348fb8d4f228bb68","type":2,"style":4,"follow":false,"createTime":1760643369664,"userCounts":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":71f3550115cb1e18fa82ef5b51905289}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":false,"hasReward":false,"rewardScore":0,"rewardValidDate":0,"rewardEnd":false,"symbols":["OCLCF","ORCL"],"tweetCounts":1,"categoryId":"2929bb7468f5415f853fd96fb35d7c3b","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Oracle's Cloud Margins and Stock Performance","tweetAmount":1,"imageIsDefault":false,"aiDerivativeIssues":[]},"news":[{"id":379377,"article_id":"2576037970","title":"Oracle Is Maintained at Buy by Guggenheim","subtitle":"","subtitle_show":0,"pub_time":1760703420000,"source_id":"dowjones_highlight","language":"en","url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":0,"symbols_score_info":{"ORCL":1.5},"rights":null},{"id":379263,"article_id":"2576036389","title":"Mizuho Adjusts Price Target on Oracle to $400 From $350, Maintains Outperform Rating","subtitle":"","subtitle_show":0,"pub_time":1760696751000,"source_id":"mtnewswires_news","language":"en","url":"https://www.mtnewswires.com/","is_publish_highlight":0,"symbols_score_info":{"MFG":1.5,"ORCL":1.5},"rights":null},{"id":379410,"article_id":"2576776035","title":"Oracle Corp : Stephens Raises Target Price to $331 From $208","subtitle":"","subtitle_show":0,"pub_time":1760696491033,"source_id":"reuters_en_live","language":"en","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251017:nFWN3VY299:1","is_publish_highlight":0,"symbols_score_info":{"ORCL":0.9},"rights":null},{"id":379264,"article_id":"2576832033","title":"Oracle price target raised to $400 from $367 at Barclays","subtitle":"","subtitle_show":0,"pub_time":1760693729000,"source_id":"tipranks_highlight","language":"en","url":"https://www.tipranks.com/news/the-fly/oracle-price-target-raised-to-400-from-367-at-barclays-thefly?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":0,"symbols_score_info":{"ORCL":1.5},"rights":null},{"id":379234,"article_id":"2576038168","title":"Oracle Is Maintained at Overweight by Piper Sandler","subtitle":"","subtitle_show":0,"pub_time":1760693520000,"source_id":"dowjones_highlight","language":"en","url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":0,"symbols_score_info":{"ORCL":1.5},"rights":null},{"id":379265,"article_id":"2576203880","title":"Oracle Corp : Scotiabank Raises Target Price to $360.00 From $350.00","subtitle":"","subtitle_show":0,"pub_time":1760693131306,"source_id":"reuters_en_live","language":"en","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251017:nFWN3VY268:1","is_publish_highlight":0,"symbols_score_info":{"ORCL":0.9},"rights":null},{"id":379235,"article_id":"2576873700","title":"Oracle Corp : Piper Sandler Raises Target Price to $380 From $330","subtitle":"","subtitle_show":0,"pub_time":1760690998238,"source_id":"reuters_en_live","language":"en","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251017:nFWN3VY1TI:1","is_publish_highlight":0,"symbols_score_info":{"ORCL":0.9},"rights":null},{"id":378745,"article_id":"2576773043","title":"Oracle's stock rises as Wall Street's AI profitability concerns are put to rest","subtitle":"","subtitle_show":0,"pub_time":1760646960000,"source_id":"dowjones_highlight","language":"en","url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":0,"symbols_score_info":{"AI":0.77,"ORCL":1.5},"rights":null},{"id":378743,"article_id":"1108942484","title":"Oracle Anticipates 35% Gross Margin on AI Infrastructure, Easing Wall Street Profit Concerns; Stock Soars 5%","subtitle":"","subtitle_show":0,"pub_time":1760645181973,"source_id":"Deep News","language":"en","url":"","is_publish_highlight":0,"symbols_score_info":{"ORCL":1},"rights":null},{"id":378738,"article_id":"2576727087","title":"Oracle Shares Rise 4% After Key Trading Signal, Hitting Intraday High","subtitle":"","subtitle_show":0,"pub_time":1760641560000,"source_id":"benzinga_recent_news","language":"en","url":"https://www.benzinga.com/Opinion/25/10/48261661/oracle-shares-rise-4-percent-after-key-trading-signal-hitting-intraday-high","is_publish_highlight":0,"symbols_score_info":{"ORCL":1.5},"rights":null},{"id":378740,"article_id":"2576721756","title":"Oracle expects cloud infrastructure revenue to be $166 bln in FY30","subtitle":"","subtitle_show":0,"pub_time":1760636590000,"source_id":"reuters_news_en","language":"en","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251016:nL3N3VX1CB:1","is_publish_highlight":0,"symbols_score_info":{"ORCL":0.9},"rights":null},{"id":378741,"article_id":"2576721114","title":"Oracle Exec Says Cloud Infranstructure Revenue Expected to Be $166 Billion by Fiscal Year 2030","subtitle":"","subtitle_show":0,"pub_time":1760634099778,"source_id":"reuters_en_live","language":"en","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251016:nFWN3VX2FU:3","is_publish_highlight":0,"symbols_score_info":{"ORCL":0.9},"rights":null}],"views":[],"tweetList":[{"id":490159989346656,"gmtCreate":1760687477501,"gmtModify":1760688546947,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Big-Tech Weekly | Why Is MSFT Greenlighting The Billions ORCL-OpenAI Deal?","htmlText":"Big-Tech’s PerformanceMacro Headlines This Week:Regional banks lighting up the risk fuse again? Earnings from mid-tier players like <a href=\"https://ttm.financial/S/ZION\">$Zions(ZION)$</a> showed credit quality tanking, with bad debt rates spiking over 3%, sparking fresh panic about the whole regional banking sector. It's got echoes of the 2023 SVB meltdown, but this time the spotlight's on private credit woes—corporate defaults are climbing to 5% in this high-rate world, putting serious pressure on smaller banks' balance sheets. Add in the ISM manufacturing index unexpectedly dipping to 47.2 (way below forecasts), signaling economic slowdown vibes. Markets freaked: <a href=\"https://ttm.financial/S/VIX\">$Cboe Volatility Index(VIX)$</a> surged, gold","listText":"Big-Tech’s PerformanceMacro Headlines This Week:Regional banks lighting up the risk fuse again? Earnings from mid-tier players like <a href=\"https://ttm.financial/S/ZION\">$Zions(ZION)$</a> showed credit quality tanking, with bad debt rates spiking over 3%, sparking fresh panic about the whole regional banking sector. It's got echoes of the 2023 SVB meltdown, but this time the spotlight's on private credit woes—corporate defaults are climbing to 5% in this high-rate world, putting serious pressure on smaller banks' balance sheets. Add in the ISM manufacturing index unexpectedly dipping to 47.2 (way below forecasts), signaling economic slowdown vibes. Markets freaked: <a href=\"https://ttm.financial/S/VIX\">$Cboe Volatility Index(VIX)$</a> surged, gold","text":"Big-Tech’s PerformanceMacro Headlines This Week:Regional banks lighting up the risk fuse again? Earnings from mid-tier players like $Zions(ZION)$ showed credit quality tanking, with bad debt rates spiking over 3%, sparking fresh panic about the whole regional banking sector. It's got echoes of the 2023 SVB meltdown, but this time the spotlight's on private credit woes—corporate defaults are climbing to 5% in this high-rate world, putting serious pressure on smaller banks' balance sheets. Add in the ISM manufacturing index unexpectedly dipping to 47.2 (way below forecasts), signaling economic slowdown vibes. Markets freaked: $Cboe Volatility Index(VIX)$ surged, gold","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"},{"img":"https://static.tigerbbs.com/7b25690a7977e47a8097783f7a355532"},{"img":"https://static.tigerbbs.com/c329a8fcfc5b3ded32aad8059c3c0cf4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":36,"commentSize":4,"repostSize":9,"link":"https://ttm.financial/post/490159989346656","isVote":1,"tweetType":1,"viewCount":17778,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000459","authorId":"9000000000000459","name":"NathanEsther","avatar":"https://static.tigerbbs.com/9751f7fcf698c4a7ddfe0208d14a33ab","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000459","authorIdStr":"9000000000000459"},"content":"The economic slowdown vibes are concerning, but Big Tech's resilience is impressive.","text":"The economic slowdown vibes are concerning, but Big Tech's resilience is impressive.","html":"The economic slowdown vibes are concerning, but Big Tech's resilience is impressive."},{"author":{"id":"3479274755021820","authorId":"3479274755021820","name":"qixoo","avatar":"https://static.tigerbbs.com/256ffdc976dab81f8d06c84c0e0e8e43","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274755021820","authorIdStr":"3479274755021820"},"content":"Incredible insights! Loving this analysis! [Wow]","text":"Incredible insights! Loving this analysis! [Wow]","html":"Incredible insights! Loving this analysis! [Wow]"}],"imageCount":6,"langContent":"EN","totalScore":0}]}

Latest News

User Discussion

Big-Tech Weekly | Why Is MSFT Greenlighting The Billions ORCL-OpenAI Deal?​

Big-Tech Weekly | Why Is MSFT Greenlighting The Billions ORCL-OpenAI Deal?