$Oracle(ORCL)$   2026 good year for oracle

Market Overview Global equity markets advanced, with US stocks extending gains on renewed AI optimism, Europe hitting fresh record highs, and Asia moving higher as policy shifts and inflation dynamics shaped investor sentiment. Risk appetite improved heading into the final trading stretch of the year. US Markets: AI Trade Regains Momentum US equities posted back-to-back gains, led by a strong comeback in AI-related names. Oracle$Oracle(ORCL)$   surged 6.6% after TikTok agreed to sell its US operations to a joint venture involving the software giant and Silver Lake. The Dow $DJIA(.DJI)$  rose 0.4%, the S&P 500

🌟🌟🌟Just when the bears thought they had $Oracle(ORCL)$  cornered, the script flipped.  After a brutal stretch where Oracle stumbled 10% on earnings and sat at a staggering 50% below its year todate high, the tide has finally turned.  Concerns over Oracle's debt levels and Credit Default Swap (CDS) pricing which had the market spooked, were overshadowed by a massive strategic win. With news that ByteDance and TikTok have signed binding agreements with a consortium including Oracle, Silver Lake and MGX, shares have surged 6% in after hours trading.  This isn't just a bounce.  It is a lifeline.  Significance for Oracle's Long Term Fundamentals  This agreement is a significant strategic

$Oracle(ORCL)$  4-Day Wipeout or Selective Rotation? Why the "Rubber Balls" Are About to Bounce The market just hit a brick wall. In a matter of four days, we’ve seen nearly two weeks of hard-earned index gains evaporate. If you’ve been heavy on the AI high-flyers, your portfolio probably feels like it just went through a blender. But while the headlines are screaming about a tech correction, the tape is telling a much more nuanced story. This isn't a "sell everything" moment—it's a "look where the money is hiding" moment. While the mega-cap tech giants are gasping for air, several industry groups are printing new Relative Strength (RS) highs. The question isn't whether the market is going down, but rather: which stocks are refusing to stay s

$Oracle(ORCL)$  yes it will

Relative Strength Emerging Across Pockets of the Market During the Four-Day Selloff4 straight days of sustained weakness, wiping out 13 days of index gains since the post-market breadth exercise I shared below, posted ahead of the first red day where I clearly flagged the need for caution. This is a simple exercise anyone could apply, as it’s ultimately a function of short-term breadth extension—levels where the market has historically shown a strong tendency to retrace once breadth becomes this stretched.The latest session was largely news-driven imho, with mega-cap tech in $Technology Select Sector SPDR Fund(XLK)$ and $Vanguard Mega Cap Growth ETF(MGK)$ pressured after reports that funding for

$Oracle(ORCL)$   Key Points U.S. Markets Await Direction from Data: U.S. equity futures are steady as investors pause ahead of key labor and inflation releases, while ongoing rotation away from AI-heavy trades toward economically sensitive sectors continues to shape market leadership. AI Infrastructure Faces Balance Sheet Scrutiny: Rising debt and capital spending requirements at AI infrastructure providers are weighing on select technology stocks, even as broader equity markets remain resilient on sector rotation into consumer and industrial names. Analysts Signal Selective Upside into 2026: Wall Street’s top stock picks highlight continued confidence in select growth and technology names with strong earnings

Some of us are not waiting for the AI bubble to burst. The AI revolution is here to stay. It is the returns and expected returns that we have concerns with. There is more hope than value and investments; thus, it is concerning. If we cannot reduce infrastructural and energy costs, it does not seem sustainable in America. $Oracle(ORCL)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ $Taiwan Semiconductor Manufacturing(TSM)$

Seems like it is affecting related aI companies. Hopefully it will stabilise soon.

$Oracle(ORCL)$   Oracle Deepens AI Anxiety: Will It Accelerate the Sell-Off? Title: Oracle's Earnings: The Ugly Truth About AI Capex Oracle's post-earnings plunge is a masterclass in the AI investment dilemma. The market's reaction is rational and points to broader sector risk. Why it's so concerning: 1. The Cash Burn: -$10 billion in FCF is staggering. It shows the immense capital intensity required to compete with the cloud hyperscalers (AWS, Azure, GCP). 2. Capex Without Near-Term ROI: Raising capex guidance by $15 billion signals the spending war is escalating, but Oracle's cloud revenue miss suggests they are not winning market share proportionally. Investors are asking: "Where's the payoff?" 3. Competitive Disadvantage: Unlike Micr

$Oracle(ORCL)$  wait and see first..

$Oracle(ORCL)$  I don't look favourably at them doing well. The AI field was already saturated and they tried to step in with their inorganic friendliness with the US president (who is a fair weathered friend most of the time, willing to throw anyone under the bus). They seem to have a serious problem of making their huge expenditure produce any viable results, with news constantly stating that they are burning through cash that they raised etc. That is extremely callous behaviour for a company so big, and should be punished for their haughty attitude to it all. Having president trump as their crutch really seems to give them a poor read of their true ability to compete. Truly a case of a company not staying in their

$Oracle(ORCL)$  thoughts on oracle?

$Oracle(ORCL)$  Not so hot 

$Oracle(ORCL)$  🚨 Oracle’s "Perfect" Earnings Was a Trap — Why the Drop Makes Sense $ORCL just delivered a Wall Street version of a "Rashomon" story. Depending on where you look, the truth changes completely. * The Bull Case: EPS up 54%, Cloud Revenue up 68%, and a staggering $520 BILLION in backlog (RPO). A beast. * The Market Reaction: A violent sell-off. Retail traders are confused. "How can the stock tank with numbers this good?" The answer isn't "market irrationality." It’s trust. The numbers on the page were great, but the story management told on the call was terrifying. Here is the deep dive into why institutions hit the "Sell" button. 1️⃣ The $15 Billion "Ambush" (CapEx Shock) The single biggest reason for the crash wasn't the amount

$Oracle(ORCL)$  It is quite a disappointing experience with this counter this time both in terms of expenditure increase & revenue and the market reaction is therefore on expected lines. Also a big lesson for the companies and investors alike that all is not as rosy with the AI trend as we all would like to believe. Therefore the need to not all eggs in the AI basket.

Recently, US stocks that are remotely AI-related have taken a significant beating. This has been driven by a combination of factors, primarily centered on: Concerns over frothy valuations. Fear of an "AI bubble" bursting. Actually, as early as 12 Jan 2025, a Motley Fool post by James Brumley titled “Nvidia Became One of the Largest Companies by Market Cap in 2024. Will Its Reign Continue in 2025?”, questioned AI chip leader - $NVIDIA(NVDA)$’s high trading multiples: Of more than 50x its current profit. Of more than over 30x its estimated 2026 profit. The early warnings have largely been “ignored” simply because there is money to be made; not to mention NVDA CEO Jensen Huang active engagement with David Sacks, who serves as White House AI and Crypt

Market Overview Global markets closed mostly higher as investors rotated out of mega-cap tech and into sectors poised to benefit from economic resilience. While Wall Street saw a divergence between tech and cyclicals, Europe advanced steadily on central bank signals, and Asia traded mixed as optimism from the Fed’s rate cut was tempered by caution over future policy moves. US Markets: Rotation Fuels the Dow’s Surge US equities ended broadly higher, led by a strong surge in economically sensitive names. The Dow Jones$DJIA(.DJI)$   jumped 1.3%, supported by investor rotation following disappointing Oracle $Oracle(ORCL)$  results, which

$Tesla Motors(TSLA)$ $Oracle(ORCL)$ $Rocket Lab USA, Inc.(RKLB)$  🎯 Executive Summary I am extremely confident the market has mispriced the AI liquidation ignited by $ORCL. Traders defaulted to a lazy narrative that says Oracle bad equals all tech bad. That is the type of distortion I look for when I am positioning into a structural compounder like $TSLA. $ORCL fell more than 15% and erased more than $100B in market value after reporting adjusted revenue of $16.06B versus $16.21B expected and adjusted EPS of $2.26 versus $1.64. Free cash flow collapsed to minus $10B, projected to reach minus $15.7B. Capex surged to $12B. Debt has surged past $100B and its ne