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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending due to concerns about increased spending on AI and infrastructure, despite strong revenue growth and a one-time tax charge impacting EPS. The community is debating whether the sell-off is an overreaction and a buying opportunity, or a sign of weakening profitability and a shift in investor sentiment. Some traders are anticipating a bounce back to the 50-day moving average, while others see further downside potential.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending due to renewed discussions around antimony supply and potential impacts from trade relations, particularly regarding export controls from China and a recently rejected acquisition offer. Community members are weighing the implications of these factors on the company's future, discussing the possibility of a short squeeze, and the potential for government support to bolster domestic antimony production.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's stock is trending as strong AI demand and advertising growth drove its Q3 revenue above expectations, prompting increased capital expenditure forecasts and community excitement. Investors are reacting positively to Alphabet's favored cash flow strategy and AI investments, while some analysts are predicting further gains. Community members are actively discussing the stock's potential to reach new price levels and its long-term investment value.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending due to concerns about slowing growth and reduced guidance, sparking debate about its valuation and future prospects. Community discussions center on whether the brand is losing its value proposition amid rising prices and inconsistent portions, with some criticizing the CEO's handling of the situation. Investors are weighing whether the dip presents a buying opportunity or signals deeper issues within the company and the broader consumer discretionary sector.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is trending as traders discuss potential catalysts from upcoming conferences and strong revenue growth in the obesity sector from competitors. The community speculates about buyout possibilities, comparing VKTX's assets and market cap to recent acquisitions in the space. Bullish sentiment remains high due to positive clinical data and analysts' price targets.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid mixed reactions to its earnings, with analysts debating the impact of AI spending on future growth; despite strong cloud performance, some express concerns about increased capital expenditures. Community discussions revolve around whether the company's valuation remains justified in light of its AI investments and competition in the cloud sector, with some speculating on a potential post-earnings dip.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox ($RBLX) is trending amid discussions around its Q3 earnings report, which showed higher revenue and lower EPS than expected, alongside FY25 bookings guidance. The community is actively debating the company's valuation and future prospects, while some express concerns related to broader market conditions and commentary around the platform's content.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending amid positive sentiment driven by AI advancements and anticipation of strong earnings, with the community discussing potential for the stock to reach new highs. Upgrades from analysts and excitement around cloud and AI revenue are fueling optimism, although some traders are wary of a potential pullback after recent gains. Additionally, a new partnership between Google and NextEra Energy to restart a nuclear plant in Iowa is generating some buzz.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending due to strong Q3 earnings, driven by high demand for weight loss drugs Mounjaro and Zepbound, which beat revenue expectations and raised the FY25 guidance. The community is focused on the impact of this GLP-1 momentum, potential FDA approvals, and the company's strategic partnerships in AI, viewing LLY as a leader in the pharmaceutical sector.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to significant after-hours momentum, with community members highlighting its low float and potential for a short squeeze, reminiscent of other recent runners. Traders are actively discussing entry points, price targets, and potential overnight holds, while also pointing to contracts of nearly $100 million. Despite the excitement, some caution against chasing the pump, noting the stock's volatile history.

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Oracle Corp. (ORCL) received a wave of positive analyst reactions following its analyst day event, where management laid out financial targets for the end of the decade.&nbsp;The company projected fiscal year 2030 revenue of $225 billion and earnings per share (EPS) of $21, signalling expansion plans anchored by its cloud infrastructure strategy.Oracle also raised its fiscal year 2030 Oracle Cloud Infrastructure (OCI) revenue outlook to $166 billion and stated that remaining performance obligations (RPO) now exceeded $500 billion as customer demand far exceeded supply. The executives&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-dips-premarket-after-ai-world-2025-analyst-says-gains-consolidating/ch6s2MOR3Fs">reassured analysts</a> that its $60 billion, six-year AI infrastructure contract will deliver a 35% margin, easing concerns about profitability pressures from its large-scale AI investments.While Bank of America acknowledged the company’s EPS margin goals appear realistic, it flagged challenges in rapidly scaling data center capacity due to supply constraints involving real estate, energy, and GPU availability, according to TheFly. The firm reiterated its ‘Buy’ rating and set a $368 price target.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 6% lower on Friday afternoon and was the second-most trending equity ticker on Stocktwits. Retail sentiment around the stock shifted to ‘bearish’ from ‘extremely bearish’ the previous day. Message volume changed to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:933/110;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_17_122205_png_77910d5512.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Oct. 17, 2025 | Source: Stocktwits" width="933" height="110"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 12:00 p.m. ET on Oct. 17, 2025 | Source: Stocktwits</figcaption></figure>Piper Sandler analyst Brent Bracelin lifted the firm’s price target to $380 from $330, maintaining an ‘Overweight’ rating. The firm was encouraged by the company’s remaining performance obligations exceeding $500 billion, improved gross margin visibility for OCI, and the reaffirmed $21 EPS target.TD Cowen also raised its price target on Oracle to $400 from $375 while keeping a ‘Buy’ rating. The firm called the updated guidance “highly encouraging,” noting that OCI revenue projections exceeded $25 billion and EPS forecasts were also above Wall Street expectations.&nbsp;Oracle stock has gained over 75% in 2025 and over 66% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-hims-and-hers-stock-down-12-percent-today/ch6sW7UR38q">Why Is Hims &amp; Hers Health Stock Down 12% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

Oracle’s Cloud And Revenue Ambitions Draw Wall Street’s Backing

While Bank of America acknowledged that Oracle’s EPS margin goals appear realistic, it flagged challenges in rapidly scaling data center capacity due to supply constraints involving real estate, energy, and GPU availability.

Equity

While Bank of America acknowledged that Oracle’s EPS margin goals appear realistic, it flagged challenges in rapidly scaling data center capacity due to supply constraints involving real estate, energy, and GPU availability.



Oracle Corp. (ORCL) stock fell more than 4% in early premarket trading on Friday, following a jump in the previous session that came on the back of updates from its "AI World 2025" event, which concluded in Las Vegas.At the meeting with the analysts, Oracle executives allayed Wall Street's fears about a potential margin contraction amid the company's massive artificial intelligence (AI) investments. The Oracle management said an AI infrastructure contract valued at $60 billion over six years would have a 35% margin, according to the summary of the event's transcripts on The Fly.Oracle also raised its fiscal year 2030 Oracle Cloud Infrastructure (OCI) revenue outlook to $166 billion and stated that remaining performance obligations (RPO) now exceeded $500 billion as customer demand far exceeded supply.&nbsp;Separately, IBM announced the availability of three new AI agents on the Oracle Fusion Applications AI Agent Marketplace. These agents, built with Oracle AI Agent Studio, are designed to help organizations automate processes and common workflows within Oracle Fusion Applications.Among the other announcements from the conference are partnerships with Alphabet's Google, AMD, Microsoft, and Pricewaterhouse Coopers.ORCL Stock Gains Steam, Retail Pessimism AbatesAmid the analyst meeting,<a href="https://stocktwits.com/symbol/ORCL">&nbsp;Oracle stock</a> rose as much as 6.2% to an intraday high of $322.54 before trimming some gains to end over 3% higher. Thursday's upside came along with a two-and-a-half times increase in volume.Most Stocktwits retailers, who posted after the analysts' meeting, were positive on the stock. A retail watcher, who is bullish on the stock, noted that the company's 2030 revenue and adjusted EPS guidance of $225 billion and $21 significantly exceeded the consensus estimates of $198.39 and $18.92.<stembedurl>https://stocktwits.com/Hughhefeweizen/message/632688080</stembedurl>Another user identified a favorable dip-buying opportunity for long-term investment. The stock shed about 2.50% in Thursday's after-hours session.&nbsp;<stembedurl>https://stocktwits.com/UncleSam85/message/632686705</stembedurl>The stock has gained about 90% this year, and trades just shy of its all-time high of $345.72 hit on Sept. 10 in reaction to the company's fiscal year 2026 first-quarter results. Oracle shares are now headed for their third weekly gain.Wall Street Lauds Oracle AI World HeadlinesStifel analyst&nbsp; Brad Reback maintained a 'Buy' rating and $350 price target for the stock after the analyst event, according to The Fly. Despite the positive long-term outlook, Stifel said the fiscal 2026 and 2027 earnings per share (EPS) targets of $8 and $10.65, respectively, were modestly below expectations. The analyst expects the stock to consolidate recent gains in the coming quarters as investors digest the latest news and gain confidence in the company's ability to drive strong operating income growth.Wedbush analyst Daniel Ives said in a note released earlier this week that Oracle is extremely well-positioned on many of the major enterprise and government deployments. This "speaks to why we believe it's still early days in the Oracle renaissance of growth taking place this year, with strong momentum into the next few years," he added.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-slide-as-banking-woes-add-to-geopolitical-concerns-strategist-flags-2-catalysts-to-revive-market-mojo/ch6rzY5R3FS">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/abat-stock-meltdown-deepens-stock-craters-premarket/ch6s2FCR3FA">American Battery’s Meltdown Deepens: Stock Craters Over 26% Premarket, Retail Traders Bet On Rebound</a>

Logo of the software and hardware manufacturer Oracle at the German headquarters.

Oracle Stock Dips Premarket: Analyst Thinks Gains May Be Cooling As Investors Digest 'AI World 2025' Updates

The company raised its fiscal year 2030 Oracle Cloud Infrastructure (OCI) revenue outlook to $166 billion.

Swedish telecom company Home Telefonaktiebolaget LM Ericsson’s (ERIC) Nasdaq-listed ADRs are poised to open Tuesday’s session sharply higher, with the stock rising over&nbsp;12% in the early premarket session following the company’s quarterly results.<a href="https://stocktwits.com/symbol/ERIC">Ericsson’s ADR</a> has added merely 3.80% for the year-to-date period, underperforming the broader market, as represented by the S&amp;P 500 Index. On Stocktwits, retail sentiment toward the stock improved to ‘extremely bullish’ as of early Tuesday, and the message volume on the stream was at ‘high’ levels.<figure class="image"><img style="aspect-ratio:616/55;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_14_at_4_09_59_AM_png_abc0d3c0da.webp" alt="Screenshot 2025-10-14 at 4.09.59 AM.png" width="616" height="55"><figcaption>ERIC sentiment and message volume as of 4 a.m. ET, Oct. 14 | source: Stocktwits</figcaption></figure>The earnings report for the third quarter of the fiscal year 2025 showed adjusted earnings before interest, taxes, and amortization (EBITA) — called core earnings —of 15.8 billion Swedish Kronor ($1.67 billion). This marked a sharp rise from the year-ago’s 7.8 billion Kronor. The jump came after the company sold its call routing business iconective, which yielded a one-time capital gain of 7.6 billion Kronor. Adjusted EBITA margin improved to 28.1% from 12.6%.Net sales, however, slipped 4% year-over-year to 56.2 billion Kronor. On an organic basis, sales remained flat. CEO Börje Ekholm said, ”In Q3, we established margins at a new long-term level following strong operational execution over the past few years,” adding that Cloud Software and Services sales grew 9% on an adjusted basis, driven by strong growth in core networks.Looking ahead, Ericsson expects Enterprise organic sales to stabilize in the fourth quarter and the Radio Access Network (RAN) market to remain broadly stable. That said, it warned that increased uncertainty remained, both in terms of potential for further tariff changes as well as in the broader macroeconomic environment. The company hinted at increased shareholder distribution, citing solid recurring cash flow and a strong cash position at the end of the third quarter following the iconectiv sale.Separately, Ericsson announced a five-year strategic partnership to modernize Vodafone’s network footprint using Ericsson’s high-performing programmable network solutions across several key markets.($1 = 9.50 Swedish Kronor)For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-slip-on-geopolitical-earnings-anxiety/ch6mL07R3lY">Nasdaq, S&amp;P 500 Futures Slip On Geopolitical, Earnings Anxiety: Strategist Says Trump’s China Threats Likely A Rare-Earths Deal Ploy</a>

Visitors at the Swedish telecom company Ericsson’s exhibition area during the India Mobile Congress 2025 at Yashobhoomi. 

Why Ericsson’s Stock Is Climbing Over 12% Premarket Today

Cloud Software and Services sales grew 9% on an adjusted basis, driven by strong growth in core networks.

Oracle Corp. (ORCL) shares drew investor attention as the tech giant hosts the AI World conference starting Monday in Las Vegas, to bring the focus on its AI-based businesses and partnerships.The event will be held from October 13 to October 15. According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-13/oracle-event-is-chance-to-show-370-billion-stock-rally-has-legs">report</a>, all eyes will be on whether the company can justify its lofty valuation through continued growth and improved profitability. Oracle’s stock price has surged 85% year-to-date, and nearly $400 billion has been added in market value.Co-CEO Mike Sicilia and company founder Larry Ellison are scheduled to headline the event, with Ellison's keynote expected to address Oracle’s AI ambitions and financial targets.&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 4% higher on Monday mid-morning. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘extremely low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:933/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_13_111438_png_aa39b04df5.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Oct. 13, 2025 | Source: Stocktwits" width="933" height="109"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Oct. 13, 2025 | Source: Stocktwits</figcaption></figure>The report stated that the core of this week's AI World conference is Oracle’s expanding cloud business, a critical driver of recent gains but also a source of scrutiny due to margin pressure.&nbsp;On Thursday, the company will hold an investor day, where updated projections may help clarify the cost-benefit balance of Oracle’s cloud strategy, the report cited.&nbsp;On Monday, Keith Bachman, an analyst at BMO Capital, revised the price target on the tech giant to $355 from $345 and reiterated an ‘Outperform’ rating on the stock, according to TheFly.&nbsp;Bachman suggests that Oracle’s upcoming Financial Analyst (FA) event could act as a meaningful stock catalyst by potentially revealing more specifics on the company’s long-term financial roadmap.Oracle stock has gained over 84% year-to-date and over 74% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/plug-power-gets-price-target-boost-amid-policy-tailwinds/ch6SNjaR3kM">Plug Power Gets Price Target Boost Amid Policy Tailwinds</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Oracle Corporation is displayed on a smartphone screen, with the company's signature red branding visible in the background, on June 08, 2025, in Chongqing, China. 

Oracle’s AI World Conference To Shed Light On Cloud Margins And Ambitions: Report 

Co-CEO Mike Sicilia and Oracle’s founder, Larry Ellison, are scheduled to headline the AI World conference, with Ellison's keynote expected to address Oracle’s AI ambitions and financial targets.

Microsoft CEO Satya Nadella posted a message on the X social media platform on Monday regarding a partnership between the software giant and xAI, the artificial intelligence (AI) startup founded by Elon Musk.&nbsp;Sharing&nbsp;Microsoft Azure’s X post, Nadella said, “Welcome Grok 4 to Azure AI Foundry!” In a terse acknowledgement, Musk said, “Thanks Satya.” The Grok 4 is xAI’s most advanced reasoning large-language model that offers advanced reasoning, real-time insights and enhanced memorization.In a blog post on the Microsoft&nbsp;Azure website, the company stated that the collaboration will enable the delivery of powerful reasoning designed for business-ready safety and control. The Grok 4 features a 128K-token context window, native tool support, and integrated web search, Microsoft said, adding that over the last month, both companies have collaborated closely to enhance responsible design.&nbsp;The software giant said, “The team has evaluated from a responsible AI perspective, putting Grok 4 through a suite of safety tests and compliance checks. It also noted that the Azure AI Content Safety is on by default, adding another layer of protection for enterprise use.Microsoft also noted that its internal Azure AI Foundry benchmarking service showed that Grok 4 showed “impressive” capabilities on high-complexity tasks. Apart from Grok 4, Azure AI Foundry also has three additional Grok models already available, including the Grok 4 Fast Reasoning, Grok 4 Fast Non-Reasoning and Grok Code Fast 1.The price per million tokens for a global standard deployment is fixed at $5.50 for input and $27.50 for output.<figure class="image"><img style="aspect-ratio:627/48;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_30_at_3_53_07_AM_png_4cd10186c3.webp" alt="Screenshot 2025-09-30 at 3.53.07 AM.png" width="627" height="48"><figcaption>MSFT sentiment and message volume as of 3:50 a.m. ET, Sept. 30 | source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> continued to be ‘bearish’ (39/100) by early Tuesday, and the message volume was ‘low.’ The mood toward&nbsp;<a href="https://stocktwits.com/symbol/XAI">xAI</a> on the platform was also ‘bearish,’ with the sour sentiment accompanied by ‘low’ message volume.'<figure class="image"><img style="aspect-ratio:619/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_30_at_3_54_41_AM_png_10086c0a0d.webp" alt="Screenshot 2025-09-30 at 3.54.41 AM.png" width="619" height="54"><figcaption>XAI sentiment and message volume as of 3:50 a.m. ET, Sept. 30 | source: Stocktwits</figcaption></figure>Microsoft stock has gained about 23% year-to-date, thanks to the company being among the frontrunners in the AI revolution.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-nasdaq-futures-trade-flat-amid-government-shutdown-threat/chDwzs9R3BG">Dow, Nasdaq Futures Trade Flat Amid Government Shutdown Threat — Traders Eye Jobs Data, Nike Earnings</a>

In this photo illustration, the xAI Grok logo is seen displayed on a mobile phone against the USA national flag and stock graph in the background. 

Elon Musk Thanks Satya Nadella As Microsoft Welcomes xAI’s Grok 4 Model To Azure AI Foundry

Microsoft also noted that its internal Azure AI Foundry benchmarking service showed that Grok 4 showed “impressive” capabilities on high-complexity tasks.

Oracle Corp. (ORCL) shares rose moderately in Thursday’s extended trading after President Donald Trump signed an executive order approving the divestment of a majority stake in TikTok U.S. in favor of a consortium led by the cloud database giant.After rising 0.43% in the after-hours session, the gains in&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle’s stock</a> have increased to nearly a percent in overnight trading. On Stocktwits, retail sentiment toward the stock remained ‘bullish’ (70/100) as of late Thursday, and the message volume stayed at ‘high’ levels.’<figure class="image"><img style="aspect-ratio:617/55;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_25_at_9_55_38_PM_png_c23837e98e.webp" alt="Screenshot 2025-09-25 at 9.55.38 PM.png" width="617" height="55"><figcaption>ORCL sentiment and message volume as of 9:55 p.m. ET, Sept. 25 | source: Stocktwits</figcaption></figure>Trump’s executive order stated that TikTok’s U.S. operations would be operated by a new joint venture company based in the U.S. following a proposed divestment of a majority stake by the short-video app’s Chinese parent, ByteDance. The planned divestment was required by a law passed by the previous Joe Biden administration, citing security concerns posed by the platform. The law also sought a ban on the platform in the U.S. in the event of non-compliance.The plan would reduce ByteDance’s stake to less than 20%, with the Chinese company getting only one board representation and being excluded from TikTok U.S.’s security committee.&nbsp;TikTok would be majority-owned by U.S. investors, operated in the U.S. by a board of directors with national security and cybersecurity credentials, and subject to strict rules to protect Americans’ data and our national security.The White House statement also stated that Oracle would serve as TikTok’s security provider, monitoring and ensuring the safety of the latter’s operations in the U.S. All U.S. user data would be stored in a trusted, secure, and purpose-built cloud environment in the U.S. run by Oracle. The Trump administration also directed Attorney General Pamela Bondi not to enforce the Biden administration’s TikTok law for 120 days, allowing the divestiture to be completed.&nbsp;A high-level delegation from the U.S. and China, headed by U.S. Treasury Secretary Scott Bessent and&nbsp; Chinese Vice Premier He Lifeng, discussed the proposed deal at talks held in Madrid earlier this month.&nbsp;Vice President J.D. Vance stated that the new U.S. company would be valued at approximately $14 billion, according to a Reuters report. In an April note, Wedbush analyst Daniel Ives said TikTok’s valuation would be around $100 billion, but without the algorithm, the deal price would be around $30 billion to $40 billion. Citing sources, the Reuters report said an investor group of three, including Oracle and private-equity firm Silver Lake, would jointly acquire a 50% stake in TikTok.Oracle stock, which has traded within a 52-week range of $118.86 to $345.72, has gained over 76% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ionq-announces-major-quantum-computing-breakthrough-find-out-more/chDl1eJR346">IonQ Announces Major Quantum Computing Breakthrough – Find Out More</a>

In this photo illustration, the Oracle logo is seen displayed on a smartphone screen and the TikTok logo in the background. 

Why Oracle Stock Rose In After-Hours Trading Today

All U.S. TikTok user data would be stored in a trusted, secure and purpose-built cloud environment in the U.S. run by Oracle.

Rothschild &amp; Co Redburn has launched coverage on Oracle Corp. (ORCL) with a ‘Sell’ rating alongside a $175 price target, with the analyst citing concerns that the tech giant’s cloud revenue potential is being misjudged by investors, as per TheFly.&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 3% lower in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:927/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_25_090843_png_e89fbcf072.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 09:00 a.m. ET on Sep. 25, 2025 | Source: Stocktwits" width="927" height="109"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 09:00 a.m. ET on Sep. 25, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a significant 2,261% increase in user message count over the past month. A bullish Stocktwits user said the price drop is a ‘once in a lifetime opportunity’.&nbsp;<stembedurl>https://stocktwits.com/MxReata/message/629952632</stembedurl>Analyst Alex Haissl argues that the market "materially overestimates" the worth of Oracle’s cloud contracts, particularly in single-tenant setups where Oracle acts more like a lender than a traditional cloud vendor, "with economics far removed from the model investors prize”.Haissl pointed out that Oracle’s projections for cloud revenue over the next five years suggest a total valuation of approximately $60 billion. In his view, this implies investors are factoring in a highly optimistic growth scenario, one that may not play out as expected.On September 10, outgoing CEO Safra Catz said the company had<a href="https://stocktwits.com/news-articles/markets/equity/oracle-stock-surges-40-after-ceo-expects-half-a-trillion-booked-cloud-orders/chwkgsURdum"> signed&nbsp;</a>four multi-billion-dollar contracts in the first quarter and expects to book cloud orders exceeding half a trillion dollars.The tech giant expects second-quarter (Q2) revenue growth of 14% to 16%, and cloud revenue growth of 33% to 37%. It anticipates Q2 earnings per share (EPS) in the $1.61 to $1.65 range, compared to analyst expectations of $1.48, according to Fiscal AI data.Oracle stock has gained over 85% in 2025.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-says-eu-s-digital-act-makes-it-harder-to-do-business-in-europe/chDkzgAR3EV">Apple Says EU’s Digital Markets Act Makes It Harder To Do Business In Europe, Calls For Its Abolition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Oracle Stock In Spotlight After Analyst Says Market ‘Materially Overestimates’ Worth Of Cloud Contracts

Analyst Alex Haissl noted that Oracle’s projections for cloud revenue over the next five years indicate a total valuation of approximately $60 billion, implying that investors are factoring in a highly optimistic growth scenario.

Oracle Corp. (ORCL) has attracted investors’ attention after reports that the&nbsp;tech giant, along with a consortium of other companies,&nbsp;could play a role in a potential agreement between the U.S. and China that would allow TikTok to maintain operations.&nbsp;According to a CBS News&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cbsnews.com/news/oracle-tiktok-deal-trump-administration-china/">report</a>, although the complete structure of the agreement is still being finalized, sources indicate that the deal is expected to involve several companies.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 4% higher on Tuesday, after the morning bell. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:932/101;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_16_092505_png_a306bbf860.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Sep. 16, 2025 | Source: Stocktwits" width="932" height="101"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Sep. 16, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 386% increase in user message count over 24 hours, as of Tuesday morning.&nbsp;A law enacted by the Joe Biden administration in 2024 mandated that ByteDance divest TikTok’s U.S. assets due to national security concerns. With no deal being finalized, the incoming president, Donald Trump, extended the deadline after he assumed office.Earlier in July, Trump pushed back the deadline for the sale of a controlling interest in TikTok's U.S. operations to September 17.&nbsp;The involvement of Oracle reflects its long-standing interest in data-driven platforms and cloud infrastructure, areas critical to TikTok's operations, the report noted.&nbsp;On Monday, Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-hints-at-tik-tok-deal-after-us-china-trade-talks-in-europe/chwwaeBRdUX">hinted</a> that a potential deal may be in the works for TikTok after&nbsp;trade negotiations in Madrid on Sunday, where U.S. Treasury Secretary Scott Bessent and Trade Representative Jamieson Greer reportedly met with China on multiple issues, including the urgent deadline for TikTok.On September 10, Oracle CEO&nbsp;Safra Catz&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-stock-surges-40-after-ceo-expects-half-a-trillion-booked-cloud-orders/chwkgsURdum">stated that&nbsp;</a>she expects booked cloud orders to exceed half a trillion dollars and that the company anticipates its cloud infrastructure revenue to reach $18 billion in fiscal year 2026.Oracle stock traded over 89% in 2025 and over 85% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/why-did-adtran-stock-tumble-9-percent-today/chwy1fCRdzI">&nbsp;Why Did Adtran Stock Tumble 9% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did Oracle Stock Rise 4% Today?

According to a CBS News report, Oracle's involvement reflects its long-standing interest in data-driven platforms and cloud infrastructure, areas critical to TikTok's operations.

Oracle Corp.(ORCL) has drawn confidence from major Wall Street firms following a standout first-quarter (Q1) fiscal 2026 performance that signaled its growing dominance in the artificial intelligence infrastructure market.The company’s Q1 revenue of&nbsp;$14.93 billion and adjusted earnings per share (EPS) of $1.47 both surpassed the analysts’ consensus estimate of $15.04 billion and $1.48, respectively, according to Fiscal AI data.&nbsp;BofA upgraded the stock to a ‘Buy’ rating, lifting their price target to $368 from $295, citing an “exceptional” jump in remaining performance obligations (RPO) and backlog growth.&nbsp;The firm pointed to Oracle’s expanding presence in the AI infrastructure landscape, noting its rising appeal among major AI players, including OpenAI, Meta Platforms Inc. (META), Nvidia Corp.(NVDA), Advanced Micro Devices Inc.(AMD), and xAI.&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 31% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:942/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_10_081602_png_d1a9528ede.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Sep. 10, 2025 | Source: Stocktwits" width="942" height="112"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Sep. 10, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 2,079% increase in user message count over 24 hours.&nbsp;Piper Sandler echoed the bullish sentiment, boosting its price target to $330 from $270 while maintaining an ‘Overweight’ rating. The firm emphasized the company’s ongoing transformation from a legacy software vendor into a dominant force in AI infrastructure.&nbsp;The $317 billion surge in contracted backlog over just one quarter, bringing total RPO to $455 billion, reflected the magnitude of demand, Piper Sandler said.Stifel took a positive stance as well, raising its target to $350 from $250 while reaffirming a ‘Buy’ rating. Analysts described the recent quarterly report as too strong to be summarized merely as a "blow-out." Oracle’s management also increased its capital expenditure forecast for fiscal 2026 to around $35 billion, a move driven by continued confidence in future backlog growth, the firm noted.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ionq-launches-federal-division-to-deliver-quantum-tech-for-national-security/chwkBjpRduE">IonQ Launches Federal Division To Deliver Quantum Tech For National Security</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Oracle’s AI Surge Triggers Wall Street Upgrade And Price Target Hikes

Piper Sandler boosted its price target on the stock to $330 from $270, citing Oracle’s ongoing transformation from a legacy software vendor into a dominant force in AI infrastructure. 

Oracle Corp. (ORCL) stock surged nearly 29% in&nbsp;the early premarket session on Wednesday, positioning it to open at a fresh record on Wednesday, preserving much of the after-hours gains it recorded on Tuesday.The stock is bracing for its best day since the mid-1999 dotcom bubble days if it holds its premarket gains in the regular session.&nbsp; The upside trigger is the company’s <a href="https://stocktwits.com/news-articles/markets/equity/why-oracle-stock-surged-in-after-hours-trading-today/chwjwOJRdMG">strong forward outlook</a> for its Cloud infrastructure business amid swelling artificial intelligence (AI)-related demand.Going by Oracle’s after-hours gains of 28.37% on Tuesday,&nbsp; co-founder Larry Ellison’s net worth is seen to leap by about $70 billion, a Bloomberg report&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-10/oracle-co-founder-larry-ellison-closes-in-on-elon-musk-as-world-s-richest-man">said.</a>&nbsp;As of Tuesday’s market close, the Oracle co-founder’s wealth ($295 billion) trailed that of the frontrunner, Elon Musk, by&nbsp;just $89 billion, according to the Bloomberg Billionaires&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/billionaires/">Index</a>. If Oracle sustains the premarket gains, Ellison would close&nbsp;this gap with the Tesla CEO.The Bloomberg report said it would also mark the biggest one-day gain recorded ever for the index. Musk has held on to the top spot in the billionaire’s list even as the publicly listed shares of his electric-vehicle venture continue to struggle amid worsening industry fundamentals.The two most wealthy, however, share a good rapport, praising each other for their respective accomplishments. In a video clip reshared by Musk on X last October, Ellison is seen praising the Tesla chief, appreciating him for being successful in landing rockets. Calling Musk his “friend,” he&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1842128021118947603?lang=en">said,</a> “You're saying Elon's an idiot. The guy's landing rockets. And who are you?” Musk, in turn, returned the favor by stating, “Larry Ellison is awesome.”On Stocktwits, Oracle’s overnight surge as well as premarket gains placed it among the top 10 trending tickers heading into Wednesday’s market open, with sentiment leaning ‘extremely bullish’.Oracle's stock has gained 46% year-to-date by Tuesday’s session.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-slip-but-oracle-lift-sets-up-nasdaq-s-and-p-500-for-positive-open-ahead-of-ppi-data/chwk3cTRdMu">Dow Futures Slip, But Oracle Lift Sets Up Nasdaq, S&amp;P 500 For Positive Open Ahead Of PPI Data — Economist Predicts Rate Cuts Every Meeting Till March</a>

 Oracle co-founder Larry Ellison listens as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House on February 03, 2025, in Washington, DC.

Oracle Stock Rally Catapults Larry Ellison Close To 'Friend' Elon Musk For Title Of World’s Richest Man

As of Tuesday’s close, the Oracle co-founder’s wealth ($295 billion) trailed that of the frontrunner, Elon Musk, by $89 billion.

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