Taiwan Semi posts record August revenue, but that fails to spark a rally in AI stocks.
Oracle is scheduled to report earnings after the closing bell Thursday, with traders anticipating a big move from the database and cloud infrastructure giant's stock.
Oracle and Adobe are arguably the two biggest highlights of this week's earnings lineup, with both software giants set to report their quarterly results after the market closes on Thursday, September 10.
Oracle just posted contract backlog numbers that most cloud giants would envy, yet the stock sits 31% below its peak. Here is why one investor keeps adding shares while Wall Street looks the other way.
Oracle and Amazon just posted record cloud backlogs while their free cash flow turned negative, and a single Fed decision this month could determine whether their trillion-dollar AI buildouts become strokes of genius or catastrophic overextensions.
Oracle just staged a dramatic comeback after cratering more than 50% from its highs, and Wall Street is divided on whether the $638 billion backlog signals a generational opportunity or a capital spending trap waiting to spring.
Adobe and Oracle both report earnings soon, but one carries a debt load that could turn a portfolio anchor into a leveraged bet on AI infrastructure holding together.
Oracle has shed a third of its value while booking a backlog that no software company has ever matched, and the reason that gap exists is exactly what divides Wall Street right now.
The enterprise software giant and a company with exorbitant data center construction commitments, Oracle (NYSE: ORCL), is scheduled to report its first-quarter (Q1) fiscal 2027 (FY2027) earnings on Thursday, September 10, in a move that is already driving the stock market.
The early stages of the Q3 earnings season get underway this week, with Oracle ORCL and Adobe ADBE both scheduled to report quarterly results on Thursday, September 10. The releases will be closely watched given the AI-heavy narratives surrounding both, with investor sentiment showing a back-and-forth nature overall in 2026.
Oracle (NASDAQ: ORCL) is up 2.6% at $162.93 at last check, enjoying a bullish reiteration from three analysts ahead of its fiscal first-quarter report, due out after the close on Thursday, Sept.
Oracle stock ORCL rose on Tuesday as a fresh round of bullish analyst commentary put the technology company back in focus ahead of its fiscal first-quarter earnings report, while the launch of OpenAI's latest artificial intelligence model provided investors with another reason to reassess the company's growth prospects. Shares climbed nearly 4% on Tuesday, although Oracle remains down nearly 17% this year and about 32% over the past 12 months.