Only three companies in the S&P 500 have seen 2028 revenue estimates rise by more than 20% since the end of June. They all have links to the AI boom.

Oracle: Unleashing Massive Cloud Growth

02:03pm, Thursday, 11'th Sep 2025
Oracle Corporation delivered blow-out Q1 2026 results, driven by strong Cloud and AI momentum, resulting in a 36% stock surge. Despite being a second-tier Cloud player, Oracle's double-digit growth an
Wall Street's "AI trade" has propelled the market to record highs this year, and Oracle's stunning share-price gains are giving investors another reason to back the trade.
Oracle Corporation surged after announcing record $455B in cloud bookings, driven by a massive AI infrastructure deal with OpenAI. Cloud infrastructure revenue is projected to grow at a 70% 5-year CAG
Micron Technology (MU) has flown under the radar as an AI memory leader, with data center revenue up 400% YoY. Citi‘s $175 target reflects expectations of strong DRAM/NAND pricing and sales, boostin
Absci Inc. ABSI on Thursday collaborated with Oracle Corporation's ORCL Oracle Cloud Infrastructure (OCI) and AMD Inc. AMD to accelerate generative AI-driven drug discovery.
U.S. equities gained at midday, with the S&P 500 and Nasdaq adding to Wednesday's latest closing record highs, as new inflation and unemployment reports boosted confidence the Federal Reserve will cut

Oracle Q1: Control Your FOMO

12:06pm, Thursday, 11'th Sep 2025
Oracle Corporation shares surged after FQ1 2026 earnings, driven by a 359% YOY increase in Remaining Performance Obligations (RPO). ORCL stock's current valuation appears stretched, with a FWD P/E of
Oracle shares skyrocketed this week after posting first quarter earnings. We look at Oracle and Nvidia and whether investors should shift their focus in the widening artificial intelligence trade.
ORCL's strong cloud momentum and AI expansion support holding existing positions, but premium valuations suggest new investors should await $260-$280 entry.
ORCL's RPO skyrockets 359% Y/Y to $455B in Q1 FY26, fueled by major AI cloud deals and signaling powerful forward visibility.
On Thursday, Oracle shares fell nearly 5% after a previously relentless rally that had taken the enterprise software maker to the cusp of a $1 trillion market valuation. This pull-back comes after Ora
The A.I. trade still has legs to run. Jenny Horne notes price target hikes in Oracle (ORCL) that helped continue its rally into Thursday.
Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the day's market moves for September 11, 2025. Oracle stock surged following earnings.

Oracle: Earnings Pop Is An Overshoot

09:30am, Thursday, 11'th Sep 2025
Oracle Corporation's Q1 FY2026 saw a 359% y/y surge in sales backlog [RPO], driven by massive AI cloud contracts, notably a reported $300B deal with OpenAI. Despite explosive cloud growth projections,
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