Oracle Corporation

ORCL isn't in any strategy's Top Picks or Good Opportunities today.

OCI is hyperscale AI capacity even if Oracle is not a classic hyperscaler.

• A broad, sharp sell-off hit AI infrastructure names across every subsector despite the group's underlying breadth still improving on the week.

  Servers, semicap, compute, dc-infrastructure, networking, memory and neocloud names all posted single-day declines of 4-6% simultaneously (HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC), suggesting a broad de-risking event across the trade rather than a stock-specific issue, even though several of these same names carry bullish fundamental news (Oracle backlog, Dell orders).

  Compute · Semiconductor equipment · Memory · Networking · Servers · Data-centre infrastructure · Hyperscalers · Neoclouds· HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC

• bullishOracle Surges 7% as AI Cloud Backlog Hits $664B, CoreWeave and Nebius Climb 4%Oracle surged 7% as its AI cloud backlog reached $664 billion, while CoreWeave and Nebius climbed 4%.24/7 Wall St. · 11 Sept · ORCL, CRWV, NBISHyperscalers · Neoclouds

Next earnings: no print on the calendar

• 12–15 OctconferenceOCP Global Summit (San Jose)Hyperscalers and their vendors show next-generation rack, power and cooling designs — the clearest read on where the AI build-out's spend goes next.Servers · Networking · Data-centre infrastructure · Power · Hyperscalers

No trade idea has fired on ORCL since the ledger opened.

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The board ORCL sits on, in one five-minute email every weekday before the New York open and on Saturdays: market strength, the biggest movers, earnings coming up and the names sitting at their 200-day EMA.