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Invesco QQQ Trust Series 1

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon's stock is trending as traders eye a potential breakout, fueled by optimism around AI and cloud growth. Community members are actively discussing short-term price movements and potential options plays, with some anticipating a run towards higher price targets. Despite some bearish sentiment and concerns about lagging performance, many bulls believe AMZN is undervalued and poised to catch up with its mega-cap peers.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending following a positive earnings report and increased guidance, sparking excitement about its potential in the AI data center space. The community is actively discussing the possibility of a short squeeze and future hyperscaler deals, while some caution against overvaluation and potential algorithmic selling. Despite differing opinions, bullish sentiment appears to be dominating the conversation surrounding APLD.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath ($PATH) is trending as investors discuss its potential amid growing interest in AI and automation, with many drawing comparisons to Palantir. Community members are actively watching for a breakout, fueled by the stock's recent momentum and high call option volume, hinting at a possible short squeeze. Bulls are hopeful that $PATH is only just beginning its run as investor sentiment grows.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ Corp ($LAES) is trending due to its partnership to develop quantum-resistant chips for U.S. defense, fueling speculation of government contracts and a potential short squeeze. The community is comparing it to other quantum stocks like $IONQ and $RGTI, with many believing it's undervalued and poised for significant growth. Discussions also highlight upcoming catalysts, including a satellite launch and the release of a new chip.

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is trending as the community discusses its potential, particularly its role in providing data for other platforms. Some are drawing comparisons to Chainlink and highlighting the potential for revenue generation and real-world asset applications. Talk centers on potential price movements and future growth.

One and one Green Technologies. Inc - Ordinary Shares - Class A

One and one Green Technologies ($YDDL) is trending following its IPO, with significant after-hours volatility and considerable interest due to its low float. Community members are actively discussing potential overnight holds, possible price targets, and the company's business model as a waste management and scrap metal recycling company in the Philippines. Many are also comparing it to other recent IPOs with similar price action.

Siyata Mobile, Inc. engages in the provision of cellular communications systems for enterprise customers. It specializes in connected vehicle products for professional fleets, marketed under the Uniden Cellular and Siyata brands. The firm operates through the following geographical segments: Europe, the Middle East and Africa; Unites States; Canada; and Australia and New Zealand. The company was founded by Marc Seelenfreund on October 15, 1986 and is headquartered in Montreal, Canada.

Core AI Holdings Inc.

Core AI Holdings, Inc.

Core AI Holdings ($CHAI) is trending as investors express frustration and confusion following its NASDAQ debut after a reverse merger, citing a lack of communication and disappointing price action; the community is actively discussing concerns around financials, the merger's purpose, and potential short attacks, while also questioning the company's strategy. Some are hopeful for a turnaround pending news and brokerages resolving trading issues, while others voice deep skepticism and regret, comparing it to past disappointments.

Litecoin is a peer-to-peer cryptocurrency created by Charlie Lee. It was created based on the Bitcoin protocol but differs in terms of the hashing algorithm used. Litecoin uses the memory intensive Scrypt proof of work mining algorithm. Scrypt allows consumer-grade hardware such as GPU to mine those coins.  Why Litecoin? Litecoin is a cryptocurrency that has evolved from Bitcoin after its own popularity in the industry, this alternative, or ‘altcoin’ has emerged to allow investors to diversify their digital currency package, according to Investopedia. Litecoin is one of the most prominent altcoins and was created by former Google employee and Director of Engineering at Coinbase, Charlie Lee. Litecoin was the first to alter Bitcoin and the most significant difference is that it takes 2.5 minutes for Litecoin to generate a block, or transaction, in comparison to Bitcoin's 10 minutes.  ‘While this matters little to traders, miners who use hardware to run Bitcoin's network cannot switch over to Litecoin. This keeps bigger mining conglomerates away from Litecoin because they cannot easily optimize their profits by swapping to another coin, contributing to a more decentralized experience. Litecoin also has bigger blocks, and more coins in circulation, making it more affordable and swift when transacting,’ Investopedia explained.  As explained above, Litecoin can transact a lot faster than Bitcoin, but there are also a number of other characteristics that investors need to know before trading. Litecoin can handle higher volumes of transactions because of the capability of transacting faster and if Bitcoin attempted to transact on the scale of its altcoin, a code update would be needed. However, Litecoin’s blocks would be larger, but with more ‘orphaned blocks'. The faster block time of litecoin reduces the risk of double spending attacks - this is theoretical in the case of both networks having the same hashing power.  Litecoin Technical Details: The transaction confirmation time taken for Litecoin is about 2.5 minutes on average (as compared to Bitcoin's 10 minutes). The Litecoin network is scheduled to cap at 84 million currency units.   Litecoin has inspired many other popular alternative currencies (eg. Dogecoin) because of its Scrypt hashing algorithm in order to prevent ASIC miners from mining those coins. However it is said that by the end of this year, Scrypt ASIC will enter the mass market.

Litecoin

Litecoin is trending as community members speculate about potential ETF approvals and discuss the possibility of a breakout from its multi-year consolidation pattern. Some believe LTC is undervalued compared to other cryptocurrencies, while others point to its technical indicators as a sign of an impending rally. The conversation is fueled by anticipation and debate over its future performance.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending as community members discuss its potential acquisition of GMS, impacting the building materials distribution landscape. Some traders are analyzing Home Depot's chart patterns, anticipating breakouts or pullbacks, while others are weighing factors like interest rates and housing market trends to gauge the stock's future performance. Discussions also revolve around tariffs and their potential effects on Home Depot's financials.

The Hershey Co. engages in the manufacture and marketing of chocolate, sweets, mints and confectionery products. The firm operates through the following segments: North America Confectionery, North America Salty Snacks and International. The North America Confectionery segment is responsible for the traditional chocolate and non-chocolate confectionery market position of the company, as well as its grocery and snacks market positions, in the United States and Canada. The North America Salty Snacks segment is responsible for the salty snack products in the United States. The International segment includes the combination of all other operating segments, including those geographic regions where the company operates outside of North America. Its brands include Hershey's, Reese's, and Kisses. The company was founded by Milton S. Hershey in 1894 and is headquartered in Hershey, PA.

Hershey Company

Hershey is trending amid speculation of a potential acquisition by Mondelez, driving significant price movement. Community discussions revolve around the likelihood of the deal given Hershey's trust structure and previous rejections, as well as the potential impact of cocoa prices and consumer demand on a combined entity. Analysts are weighing in on the potential valuation and strategic fit within the broader food and beverage sector.

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Nifty 50

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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.

Equity

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.

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

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.

Oracle shares jumped nearly 30% in Tuesday’s extended session after the database giant issued an upbeat forward-looking outlook, citing strength in the cloud business. Investors largely ignored the company’s underwhelming quarterly results.After settling Tuesday’s regular session up 1.27%, Oracle’s stock jumped 28.36% in extended trading. If the after-hours gains are sustained in Wednesday’s session, the stock is expected to record its best day since the dot-com bubble peak of mid-1999. The stock is also eyeing a fresh record versus its previous intraday high of $260.87 (July 31).<figure class="image"><img style="aspect-ratio:617/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_09_at_10_03_39_PM_png_1fe3743798.webp" alt="Screenshot 2025-09-09 at 10.03.39 PM.png" width="617" height="53"><figcaption>ORCL sentiment and message volume as of 10 p.m. ET, Sept. 9 | source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward the stock remained ‘extremely bullish’ (97/100) as of late Tuesday, and the message volume spiked to ‘extremely high levels.’The Austin, Texas-based company’s key numbers for the first quarter of the fiscal year 2026 are as follows:<ul><li>Adjusted earnings per share (EPS): $1.47 (up 7% YoY) Vs. $1.48 consensus (<a target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>)</li><li>Revenue: $14.93 billion (up 1%) Vs. $15.04 billion consensus&nbsp;</li></ul>The management clarified on the earnings call that the earnings miss was due to the higher-than-anticipated tax rate, which dented earnings by $0.03 per share, according to a transcript made available by Koyfin.Oracle’s cloud revenue jumped 28% to $7.19 billion, with cloud infrastructure revenue soaring 55% to $3.3 billion and Cloud application revenue up a more modest 11%. Cloud infrastructure refers to the provision of cloud-based databases for artificial intelligence (AI) applications. On the other hand, software revenue fell 1% to $5.72 billion.&nbsp;Remaining Performance Obligations (RPO), a key metric of future revenue potential, jumped 359% to $455 billion. Oracle CEO Safra Catz said the company signed four multi-billion-dollar contracts with three customers in the first quarter, pushing up the RPO contract backlog.“Over the next few months, we expect to sign up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars,” the executive said. She also hinted at Cloud infrastructure revenue growing 77% to $18 billion in the current fiscal year, before jumping to $32 billion, $73 billion, $114 billion and $144 billion over the subsequent four years.&nbsp;Catz said, “Most of the revenue in this 5-year forecast is already booked in our reported RPO. Oracle is off to a brilliant start to FY26."The executive stated that the company will share more details at its Financial Analyst Meeting, scheduled for October.Oracle Chairman Larry Ellison noted that MultiCloud database revenue from Amazon, Google and Microsoft grew at the incredible rate of 1,529% in the quarter. “We expect MultiCloud revenue to grow substantially every quarter for several years as we deliver another 37 datacenters to our three Hyperscaler partners, for a total of 71,” he added.Ellison said the company plans to introduce a new Cloud infrastructure service, called “Oracle AI Database,” which allows customers&nbsp;to use large language models (LLMs) of their choice directly on its database.On the earnings call, Catz guided second-quarter revenue growth to 14%-16%, aligning with the 15% consensus growth forecast, and Cloud revenue growth to 33%-37%. The company expects adjusted EPS for the quarter to be $1.61-$1.65, while Wall Street estimated $1.62 for the quarter. It sees a favorable currency impact, boosting bottom-line results by 1%.The company’s board declared a quarterly cash dividend of $0.50 to be paid on Oct. 23 to shareholders of record as of the close of business on Oct. 9.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/apple-stock-slips-after-iphone-17-launch-but-retail-goes-contrarian/chwKXA9Rdty">Apple Stock Slips After iPhone 17 Launch, But Retail Goes Contrarian</a>

Why Oracle Stock Skyrocketed Nearly 30% In After-hours Trading Today

Oracle’s first-quarter Cloud revenue jumped 28% to $7.19 billion, with the Cloud infrastructure revenue soaring 55% to $3.3 billion.

Oracle Corp. (ORCL) has received positive attention from Wall Street ahead of its first-quarter (Q1) fiscal 2026 earnings, with several firms raising their price targets on the stock.The&nbsp;company is expected to release its Q1 results after the closing bell on September 9. Barclays boosted its target to $281 from $221 while keeping an ‘Overweight’&nbsp;rating, citing the importance of the recently announced $30 billion annual recurring revenue&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-stock-surges-as-it-announces-30b-a-year-cloud-services-deal/chmZnPBRR7f">agreement</a> (ARR), according to TheFly.&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 3% higher on Monday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume improved to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:939/102;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_08_120625_png_04e480f982.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 12:10 p.m. ET on Sep. 8, 2025 | Source: Stocktwits" width="939" height="102"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 12:10 p.m. ET on Sep. 8, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 240% increase in user message count over the last week.&nbsp;JPMorgan raised its price target to $185 from $135, maintaining a ‘Neutral’ rating. The firm pointed to strong AI infrastructure bookings and noted Oracle's healthy cloud momentum as key drivers.Morgan Stanley also increased its price target to $246 from $175 while keeping an ‘Equal Weight’ rating. The firm suggested that Oracle may raise its FY2029 revenue goals to around $125 billion at its upcoming analyst day, although margin pressures could limit the earnings per share (EPS) outlook to between $11.50 and $12.00.&nbsp;On September 5,&nbsp;Worker Adjustment and Retraining Notification filings with the state of California&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-cuts-over-200-jobs-in-california-as-earnings-release-nears/chwI3QRRdpK">showed</a> that the tech giant had trimmed its workforce at three of its locations in the state.&nbsp;According to the Fiscal AI-compiled consensus estimates, Oracle is expected to report a Q1 earnings per share (EPS) of $1.48 and revenue of $15.03 billion, marking about 13% year-over-year (YoY) growth.Oracle stock has gained over 44% year-to-date and 72% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-planet-labs-stock-rocket-over-35-percent-today/chwhRfiRdrh">Why Did Planet Labs Stock Rocket Over 35% Today?</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 Grabs Wall Street Attention Amid AI Cloud Momentum Ahead Of Earnings: Retail Echoes Confidence

Barclays boosted its target on the stock to $281 from $221, citing the importance of the recently announced $30 billion annual recurring revenue agreement.

Database giant Oracle Corp. (ORCL) has trimmed its workforce at three of its locations in California, according to the “Worker Adjustment and Retraining Notification” filings with the state on Tuesday.The filings done to comply with the WARN Act of 1988 showed that the cuts were at Oracle’s offices in Redwood City (187), Pleasanton (36) and Santa Clara (31). All the eliminations were listed as permanent and would take effect from Nov. 3.&nbsp;The eliminations come as the Larry Ellison-founded company prepares to release its financial results for the first quarter of the fiscal year 2026 after the market closes on Sept. 9.According to the Fiscal.ai-compiled consensus estimates, Oracle is expected to report earnings per share (EPS) of $1.48 and revenue of $15.03 billion, marking about 13% year-over-year (YoY) growth.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> has gained about 35% year-to-date (YTD). On Stocktwits, retail sentiment toward the stock has turned to ‘bearish’ (34/100) as of early Friday, from ‘bullish’ a day ago. The message volume on the stream has tapered off to ‘normal’ levels.<figure class="image"><img style="aspect-ratio:622/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_05_at_4_09_37_AM_png_96f944d330.webp" alt="Screenshot 2025-09-05 at 4.09.37 AM.png" width="622" height="56"><figcaption>ORCL sentiment and message volume as of 4:10 a.m. ET, Sept. 5 | source: Stocktwits</figcaption></figure>Shares of the company were up more than 0.7% premarket on Friday.Oracle, which was once a thriving on-premise database company, has evolved as technology transitioned to the cloud. It was among the companies to feature in the private artificial intelligence (AI) partnership facilitated by President Donald Trump’s administration to build data centers across the country in a bid to maintain its technology leadership.Oracle CEO Safra Catz was among the invitees to the lunch hosted by Trump for tech and business leaders at the White House on Thursday.The San Francisco Chronicle earlier&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.sfchronicle.com/tech/article/oracle-layoffs-tech-21031340.php">reported</a>&nbsp;about the job cuts.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-india-sales-hit-record-9-b-as-i-phone-demand-surges-2/chwI5KJRdpi">Apple’s India Sales Hit Record $9B As iPhone Demand Surges: 2 New Stores Open</a>

In this photo illustration, a Oracle logo is seen displayed on a smartphone. 

Oracle Cuts Over 200 Jobs In California As Earnings Release Nears — Stock Edges Up Premarket

Oracle CEO Safra Catz was among the invitees to the lunch hosted by Trump for tech and business leaders at the White House on Thursday.

Michael Dell, founder and CEO of Dell Technologies, Inc. (DELL), exuded optimism following the company’s quarterly results, but investors did not share his excitement and sent the stock&nbsp;more&nbsp;than 5% lower after the bell,&nbsp;weighed down by margin worries and a soft outlook.&nbsp;In a&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MichaelDell/status/1961221421306163408">post</a> on X, Dell thanked the Dell team, customers, and partners for another successful quarter. Underlining the growth and evolution of the company, he said, “Revenue since I started $1.77 trillion.” Dell founded the iconic computer and peripherals manufacturing company in 1984 at the age of 19 with a paltry investment of $1,000.Tesla CEO Elon Musk lauded the feat, replying to Dell on X: “Wow, Congrats!”On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/DELL">Dell stock</a> remained ‘extremely bullish’ (96/100) by late Thursday, although the degree of optimism improved from a day ago. The message volume on the stream increased to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:619/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_at_11_23_57_PM_png_53d83f6f9b.webp" alt="Screenshot 2025-08-28 at 11.23.57 PM.png" width="619" height="53"><figcaption>DELL sentiment and message volume as of 11:20 p.m. ET, Aug. 28 | source: Stocktwits</figcaption></figure>Goldman Sachs analyst Michael Ng stated that the stock will likely pull back as the weaker-than-expected Infrastructure Solutions Group (ISG) margins increase concerns about longer-term artificial intelligence (AI) server margins, according to The Fly. The analyst maintained a ‘Buy’ rating and $140 price target for the stock, implying a 4% upside from Thursday’s close.Dell’s key metrics for the second quarter of the fiscal year 2026 are as follows:<ul style="list-style-type:circle;"><li>Adjusted earnings per share (EPS): $2.32 (up 19% YoY)&nbsp;vs&nbsp;$2.29 consensus (Fiscal.ai)</li><li>Revenue: $29.78 billion (up 19%)&nbsp;vs $29.19 billion consensus</li></ul>&nbsp;The revenue marked a quarterly record, with the ISG revenue rising 44% to a record $16.8 billion. Within the segment, server and networking revenue reached a record $12.9 billion, while storage revenue declined by 3%.The bottom-line results also marked a record. Dell’s COO, Jeff Clarke, noted that the company shipped $10 billion worth of AI solutions in the first half of 2025, surpassing the shipments&nbsp;recorded for the entire year&nbsp;of 2024. “Demand for our AI solutions continues to be exceptional,” he added.The Client Solutions Group (CSG) revenue edged up 1% to $12.5 billion. CFO Yvonne McGill said. “We delivered another quarter of robust cash generation, with $2.5 billion in cash flow from operations and $1.3 billion in shareholder returns.”Dell raised its AI server shipment forecast for fiscal year 2026 to $20 billion.&nbsp;The company’s forward guidance, however,&nbsp;revealed that Dell’s EPS expectations for the current quarter fell short of Wall Street expectations.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_at_11_16_27_PM_png_3855650d49.webp" alt="Screenshot 2025-08-28 at 11.16.27 PM.png">Dell stock has risen 18% 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/fed-christopher-waller-calls-for-cutting-rates-now/chtR6IHRdZ7">Fed’s Christopher Waller Calls For Cutting Rates Now, But Says Policy Hasn’t Fallen ‘Substantially Behind The Curve’</a>

 Dell Technologies CEO Michael Dell delivers remarks at the Invest America Roundtable hosted by President Donald Trump at the White House on June 09, 2025, in Washington, DC.

Dell Marks $1.7 Trillion In Lifetime Revenue After Q2 Beat On 'Exceptional' AI Demand — But Stock Dips Hard On EPS Outlook, Margin Concerns

Dell’s COO, Jeff Clarke, noted that the company shipped $10 billion worth of AI solutions in the first half of 2025, surpassing the shipments recorded for the entire year of 2024.

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