Defiance Daily Target 2X Long ORCL ETF

ORCL

ORCX

ORCL-D

Oracle 3QF26 First Take: Mixed print. OCI-driven acceleration pushed total revenue growth past the 20% mark.The trade-off was faster-than-expected increases in capex and leverage. Cloud &amp; software GPM fell 800bps YoY, with the decline accelerating and worse than market expectations.On cost control, Adj. profit still slightly beat the Street. Net-net, the quarter was broadly neutral.The key highlight was raising FY27 revenue guidance from 85bn to 90bn, while keeping FY26 unchanged.This implies FY27 YoY revenue growth of Approx. 34%, and near-term Q4 guide is largely in-line. In detail: Key points below. 1) Headline revenue appears to slightly beat, but FX tailwinds did most of the lifting.Ex-FX, total revenue grew 18%, matching the top end of prior company guidance and not a true beat. 2) OCI grew 81% YoY in constant currency, a clear acceleration vs. 66% in Q2.That said, it was fully in line with sell-side expectations, so not an upside surprise. (A few top brokers were lower pre-print.) 3) Software &amp; cloud GPM fell 800bps YoY, widening from 590bps in Q2.Dragged by this, company-level GPM came in 250bps below the Street.This implies OCI AI margins in the ramp phase are weaker than expected, a negative signal. 4) Capex reached 18.6bn, up sharply from 12.0bn in Q2 and above market expectations.The company also disclosed new financing of 2.5bn in debt and 0.5bn in preferreds.Per guidance, FY26 Q4 capex should ease to around 11.0bn. 5) RPO rose QoQ by Approx. 29bn.Since the mega deal announced in Q1, new additions have slowed over the past two quarters, a bit of a lull.There has been no recent news of fresh large deals. 6) Q4 guidance upper bounds are near or slightly above current sell-side estimates, so overall in-line.The main surprise is the FY27 revenue uplift, implying execution vs. the previously disclosed long-term plan to FY30 may be ahead of schedule. $Oracle(ORCL.US) $Defiance Daily Target 2X Long ORCL ETF(ORCX.US)

Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Oracle Commodities Director John Lee Buys More Stocks

Wedge Bush raises Oracle's target price to $275

Ishan Technologies Chooses Oracle Communications for Digital Transformation

seQure Launches AI-Powered Behavioral Cybersecurity System Ground-Truth™

Oracle Named a Leader in the Gartner®Magic Quadrant™ for Warehouse Management Systems for the 11th Consecutive Year

seQure Launches Behavioral Cybersecurity Platform Ground-Truth™

Oracle Closes Confidential AI Deal with US Department of Defense

Oracle Joins Pentagon's AI Project

Mutual Advisors LLC Increases Oracle Holdings by 7.2%

Exencial Wealth Advisors LLC Reduces Oracle Stock Holdings

Oracle's 5-year CDS spread hits a two-week high

Oracle and Others Provide Fuel Cell Technology for Jupiter Project

Oracle Releases Quarterly Earnings Report

Related Digital Completes Financing for Oracle Data Center Project in Saline, Michigan

Morgan Stanley Downgrades Oracle Target Price, Oracle Stock Dips

Leelyn Smith LLC and other institutional investors increase holdings in Oracle

Analyst Praises Oracle's AI Market Position, Faces Data Center Expansion Challenges

Trivium Point Advisory LLC increases stake in Oracle

Denso collaborates with Oracle to modernize global supply chain systems

Oracle Expands Agentic AI Platform to Corporate Banking

NextNRG

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

InMed Pharmaceuticals

Meiwu Tech

Amesite

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

CN Energy

Generation Income Properties

MetaVia

Co-Diagnostics

Bloom Energy has seen a 217% year-to-date surge, driven by investor interest in AI power solutions. Oracle has implemented Bloom's technology at its AI campus, enhancing deployment speed. In Q1 2026, Bloom reported a 130% year-over-year revenue increase to $751.1M, with EPS exceeding estimates by 242%.

Bloom Energy

Bloom Energy tops 2026 gains as AI power demand surges

May Hill Capital LLC increased its stake in Oracle Corporation (NYSE:ORCL) by 96.3% in Q4, owning 5,968 shares valued at $1.16 million. Other institutional investors also raised their positions. Oracle's stock is currently down 1.3%, with a market cap of $555.44 billion. The company reported Q4 earnings of $1.79 per share, exceeding estimates, and declared a quarterly dividend of $0.50 per share. Analysts predict Oracle will post 6.08 EPS for the current fiscal year.

Market Beat

SPDR S&P Software

iShares Expanded Tech Software Sector ETF

Cisco

May Hill Capital LLC Grows Stock Position in Oracle Corporation $ORCL

CLOU

DTCR

Wedbush raised Oracle's price target to $275 from $225, driven by strong AI infrastructure momentum and a record $553 billion backlog. Oracle's cloud infrastructure revenue increased by 84% year-over-year, enhancing profitability and investor confidence. The upcoming June 8 earnings report will assess Oracle's ability to convert its backlog into revenue as anticipated.

Global X Cloud Computing ETF

Proshares Big Data Refiners ETF

Global X Data Center & Dgtl Infrs ETF

Wedbush lifts Oracle target to $275 on AI growth bets

Cornerstone Wealth Management LLC increased its stake in Oracle Corporation (NYSE:ORCL) by 28.8% in Q4, now holding 15,537 shares valued at $3,028,000. Other investors like Vanguard and Capital Research also raised their stakes. Analysts have mixed ratings on Oracle, with an average target price of $261.46. Oracle's stock opened at $193.13, with a 52-week range of $134.57 to $345.72. The company reported $1.79 EPS for the last quarter, exceeding estimates, and revenue increased by 21.7% year-over-year.

Bank of NY Mellon

Legal & General Group Plc

Invesco

BANK OF NEW YORK MELLON CORP DEP SHS REPG 1/4000TH INT SER K PFD

Oracle Corporation $ORCL Shares Acquired by Cornerstone Wealth Management LLC

AMZN

NVDA

President Trump disclosed significant investments in tech stocks during Q1 2026, including shares of Amazon, Meta, Oracle, and Nvidia, totaling between $220 million and $750 million. His transactions included over 3,700 trades, with notable purchases and sales in the tech sector. The White House stated that Trump's assets are managed by a trust, asserting no conflicts of interest.

- President Donald Trump reported thousands of financial transactions valued between $220 million and $750 million during the first quarter of 2026, focusing heavily on tech stocks.  
- Key transactions included significant buys and sells of companies like Nvidia, Microsoft, and Amazon, with several overlapping news events potentially influencing stock prices.  
- The White House stated that Trump's assets are managed by a trust run by his children, insisting there are no conflicts of interest despite the requirement for transaction disclosure.

CNBC

Amazon

NVIDIA

Meta Platforms

VanEck Semiconductor ETF

ISHRS S&P Glb It

First Trust DJ Internet Fd

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

GraniteShares 2x Long AMZN Daily ETF

Direxion Daily Meta Bull 2x Shares

Spdr Select Tech

iShares Semiconductor ETF

Roundhill AMZN WeeklyPay ETF

Direxion Daily AMZN Bull 2X Shares

SPDR S&P Semicon

GraniteShares 2x Long META Daily ETF

Direxion Daily NVDA Bull 2X Shares

Roundhill META WeeklyPay ETF

GraniteShares 2x Long NVDA Daily ETF

Microsoft

ServiceNow

Adobe

Broadcom

Texas Instruments

Dell Tech

NVIDIA Corporation

Trump went big on tech stocks in first quarter of 2026, new filings show

IDGT

XDAT

Edelson Lechtzin LLP is investigating data privacy claims following a data breach at Tulane University, which occurred on August 10, 2025, due to a vulnerability in Oracle's E-Business Suite. Personal data, including names and Social Security numbers, may have been compromised. The firm offers free case evaluations for affected individuals and recommends monitoring accounts for suspicious activity.

prnewswire

iShares US Digital Infrastructure and Real Estate ETF

Franklin Exponential Data ETF

Pacer Data & Infrastructure Real Estate ETF

22:47 ETTulane University Data Breach: Edelson Lechtzin LLP Launches Investigation Into Exposure of Personal Information

Canada Post Corp Registered Pension Plan reduced its holdings in Oracle Corporation by 50.1% in Q4, selling 42,840 shares. The pension plan now owns 42,726 shares valued at $8.33 million. Other institutional investors also adjusted their positions in Oracle. Analysts have lowered price targets for Oracle, with a consensus rating of 'Moderate Buy' and an average price target of $261.46. Positive sentiment surrounds Oracle's role in AI and cloud infrastructure, with bullish views from several analysts.

Piper Sandler Cos

Bank of Nova Scottia

Toronto Dominion Bank

Canada Post Corp Registered Pension Plan Sells 42,840 Shares of Oracle Corporation $ORCL

SkyOak Wealth LLC has acquired 2,700 shares of Oracle Corporation (NYSE:ORCL) valued at approximately $526,000 during Q4. Other investors, including Brighton Jones LLC and Revolve Wealth Partners LLC, also increased their stakes in Oracle. Analysts maintain a positive outlook on Oracle, citing its role in AI infrastructure and recent government contracts, despite some concerns over spending and leverage.

United Bankshares

ROYAL BANK OF CANADA

UBS Group AG

Mizuho Financial

Mizuho Financial Group, Inc.

SkyOak Wealth LLC Makes New Investment in Oracle Corporation $ORCL

Oracle's stock has risen following analyst upgrades, with Wedbush raising its price target to $275 and Oppenheimer to $235, citing the company's capacity for large-scale AI workloads. Oracle's remaining performance obligations have increased to $553 billion, aiding its $50 billion AI infrastructure expansion. Despite having $133 billion in AI-related debt, Oracle has raised its fiscal 2027 revenue guidance to $90 billion, bolstered by significant AI partnerships.

Oppenheimer

Oracle stock climbs as analysts boost targets on AI demand

Argano has acquired Gaea Global Technologies, marking its thirteenth acquisition since launching its 2025-2026 growth initiative. This acquisition enhances Argano's Oracle expertise, particularly in project portfolio management and supply chain execution, solidifying its position as a top-five Oracle services provider in North America. Gaea's proficiency in Oracle Primavera will strengthen Argano's offerings in the construction and engineering sectors, enabling comprehensive capital program delivery.

Fidelity

Argano Strengthens Oracle Solutions and Construction & Infrastructure Offerings with Acquisition of Gaea Global Technologies