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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

NBIS is trending following news of a major multi-year AI infrastructure deal with Microsoft, driving significant after-hours gains. The community is discussing the potential impact on valuation and future partnerships, particularly in the context of the hyperscale data center race. Some are speculating on the likelihood of a capital raise to support the deal's infrastructure demands.

Eightco Holdings, Inc. is a publicly traded holding company, which operates in the consumer products and e-commerce markets, focusing on developing and deploying innovative technology, and capital solutions to empower small to medium-sized businesses. It operates through the North America and Europe geographical segments. The company was founded in 1966 and is headquartered in Easton, PA.

Eightco Holdings Inc

Eightco Holdings Inc ($OCTO) is trending due to a significant surge, reportedly linked to news of a private placement and strategic investment related to a crypto initiative. The community is actively discussing the stock's massive intraday gains, potential short squeeze dynamics, and comparisons to other high-flying tickers. Some traders express skepticism, pointing to the company's fundamentals and potential dilution, while others remain bullish, anticipating further upside.

Asset Entities, Inc. engages in providing social media marketing and content delivery services. It offers its services to Discord, TikTok, and other social media platforms. It also designs, develops and manages servers for communities on Discord. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani and Kyle Fairbanks on August 1, 2020 and is headquartered in Dallas, TX.

Asset Entities Inc - Ordinary Shares - Class B

Asset Entities Inc.

Asset Entities Inc. ($ASST) is trending due to anticipation surrounding an upcoming merger vote, with the community buzzing about the potential for a significant short squeeze and comparing it to other high-momentum plays. Bullish sentiment is fueled by the company's move to become a Bitcoin treasury asset manager and potential access to substantial funding, while others are wary of potential dilution post-merger.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SOUN is trending as investors discuss its potential for a short squeeze and the company's AI technology, particularly its partnerships and applications in automotive and healthcare. Community members are highlighting the upcoming CFO presentation and speculating on potential major deals, viewing the stock as undervalued given its growth and market position. Bullish sentiment is fueled by the company's strong revenue growth and innovative AI solutions.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape ($QS) is trending due to a live demonstration of their solid-state batteries powering a Ducati motorcycle, showcasing faster charging and higher energy density, which has excited the community. Discussions revolve around the potential for mass production and partnerships with major automakers, as well as the possibility of a short squeeze given the stock's high short interest. Some investors believe this validates the long-term potential of solid-state battery technology in the EV sector.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending due to positive momentum and increased call buying, with bulls hoping for a continued run. The community is discussing the stock's potential to catch up to peers like BABA and BIDU, while also weighing concerns about the company's food delivery investments and exposure to Hong Kong market fluctuations. Overall, traders are watching for a breakout, driven by strong volume and potential catalysts from the broader Chinese market.

Sentage Holdings, Inc. engages in the financial services, which offers a comprehensive range of financial services across consumer loan repayment and collection management, loan recommendation, and prepaid payment network services in China. The company was founded on September 16, 2019 and is headquartered in Shanghai, China.

Sentage Holdings Inc - Ordinary Shares - Class A

Sentage Holdings Inc

The mission of the Worldcoin project is to build the world’s largest identity and financial network as a public utility, giving ownership to everyone. A key component of the Worldcoin project is the development of the foundational infrastructure that will be important for a world where AI plays an increasingly large role.  The Worldcoin system revolves around World ID, a privacy-preserving global identity network. World ID enables users to verify their humanness online while maintaining their privacy through zero-knowledge proofs.  Using World ID, individuals will be able to prove that they are a real, unique human to any platform that integrates with the protocol, including to web3 systems, social networking sites, and governmental programs. This will enable fair airdrops or token/NFT sales, provide protection against bots/sybil attacks on social media, and enable the fairer distribution of limited governmental resources. Furthermore, World ID can also enable global democratic processes and novel forms of governance (e.g., via quadratic voting), and it may eventually show a path to AI-funded UBI. The Worldcoin token (WLD), alongside World ID, will let users participate in governing the Worldcoin protocol.   To engage with the Worldcoin protocol, individuals must first download a first wallet app that supports the creation of a World ID. Users visit a physical imaging device called the Orb to get their World ID Orb-verified. Orbs are operated by a network of independent local businesses called Orb Operators. The Orb uses multispectral sensors to verify humanness and uniqueness to issue an Orb-verified World ID, with all images being promptly deleted on-device per default (absent explicit consent to Data Custody). All Orb-verified World IDs holders are entitled to claim recurring grants of free WLD tokens, subject to certain availability restrictions. The WLD token is designed as a utility token with governance properties.

Worldcoin

Worldcoin ($WLD.X) is trending amidst discussions about its potential, Sam Altman's involvement, and the recent expansion into new regions. Community members are actively debating its use case, particularly around digital identity and AI, while some express concerns about privacy and the project's long-term value. News of key personnel joining the project and treasury initiatives are also driving interest.

Forward Industries, Inc. engages in the provision of integrated design, development, and manufacturing solutions for top tier medical and technology customers worldwide. It operates through the following segments: OEM Distribution, Retail Distribution, and Design. The OEM Distribution segment sources and distributes carrying cases and other accessories for medical monitoring and diagnostic kits and a variety of other portable electronic and non-electronic devices. The Retail Distribution segment sells smart-enabled furniture and a variety of other products through agreements with various retailers, both in stores and through online retailer websites. The Design segment provides hardware and software product design and engineering services. The company was founded in 1961 and is headquartered in Hauppauge, NY.

Forward Industries, Inc.

Concorde International Group Ltd. is a holding company, which engages in the provision of manpower with innovative technology to enhance security solutions efficiently. Its services include i-Guarding, man-guarding, and consultancy and training. The company was founded by Swee Kheng Chua in 1997 and is headquartered in Singapore.

Concorde International Group Ltd. - Ordinary Shares - Class A

Concorde International Group Ltd

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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.

Equity

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.

ETFs to Buy as Microsoft Nears $4T Mark Post Blowout Q4 Earnings

MSFT approaches $4T market cap post Q4 earnings, lifting ETFs like MSFX, GXPT, IXN, IYW and VGT.

Microsoft to Report Fiscal Q4 Earnings Today: ETFs to Watch

MSFT jumps 30% in three months as Q4 earnings loom, with analysts being bullish. MSFX, IXN, IYW and VGT with top exposure draw investor focus.

OpenAI and the&nbsp;U.K. government announced on Monday that they have teamed up for a new strategic partnership setting out plans to expand AI security collaborations and explore investing in AI infrastructure like data centers.&nbsp;The partnership involves OpenAI sharing more technical information with the U.K. AI Security Institute to enhance the government's understanding of AI capabilities and security risks, as well as supporting the government’s mission to utilize AI to transform taxpayer-funded services.On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> moved higher but remained within ‘neutral’ territory amid ‘high’ levels of chatter.&nbsp;“AI will be fundamental in driving the change we need to see across the country – whether that’s in fixing the NHS, breaking down barriers to opportunity or driving economic growth,” said Technology Secretary Peter Kyle. The strategic partnership with OpenAI also aims to explore where AI can be helpful in areas such as justice, defence and security, and education technology.London was OpenAI’s first international location.&nbsp;The U.K. government said that OpenAI will also increase the size of its London office following the new deal.&nbsp;“AI is a core technology for nation-building that will transform economies and deliver growth,” said OpenAI CEO Sam Altman.The Memorandum of Understanding between the two entities states that the partnership intends to build on the U.K.’s strengths in science innovation and talent to “maintain a world-leading UK AI ecosystem rooted in democratic values.”As part of the agreement, OpenAI will explore ways to help deliver the infrastructure priorities outlined in the U.K.’s AI Opportunities Action Plan, with a focus on enhancing sovereign AI capabilities to maximize economic benefits.The partnership follows the U.K.'s commitment of up to £500 million ($674 million) toward developing domestic AI capacity, which includes collaborations such as the one with OpenAI.&nbsp;(Exchange rate: £1 = $1.35)Read also: <a href="https://stocktwits.com/news-articles/markets/equity/gop-lawmaker-accuses-powell-of-lying-to-congress-refers-to-doj-for-criminal-charges/ch8A0BWR5rl">GOP Lawmaker Accuses Powell Of Lying To Congress, Refers To DOJ For Criminal Charges: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The Open AI logo displayed at the Mobile World Congress in Barcelona, Spain, on February 28, 2024. (Photo by Joan Cros/NurPhoto via Getty Images)

OpenAI, UK Government Strike Strategic Deal On AI Safety And Infrastructure

The U.K. government said that OpenAI will also increase the size of its London office following the new deal.

ETFs to Play on AI's Growing Momentum

NVDA's surge past a $4T market cap spotlights AI's explosive growth and the ETFs riding this tech-fueled momentum.

Oracle Corp. (ORCL) is reportedly offering steep discounts on its software to federal customers, joining a list of tech companies that have taken similar steps.The Wall Street Journal said, citing the General Services Administration (GSA), that the database giant was offering 75% discounts on its license-based database and analytics software through the end of November. The company,&nbsp;founded by Larry Ellison, would also provide substantial discounts on its cloud service,&nbsp;the GSA added.The deal also&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/articles/oracle-gives-u-s-government-discount-on-cloud-and-software-9d893fc4">provides</a> the federal government with access to Oracle’s artificial intelligence (AI) services and special assistance,&nbsp;enabling the migration of IT systems to the cloud.The GSA oversees procurement for the federal government.&nbsp;The agency reportedly stated that the deal with Oracle is the first of its kind, offering a discounted package on cloud infrastructure for the entire government. It plans to use the same framework for negotiating deals with other cloud providers.<a href="https://stocktwits.com/symbol/ORCL/sentiment">Oracle stock</a> has been on a strong run in recent sessions, gaining over 43% for the year-to-date period.In May, Salesforce (CRM) reduced the pricing for its Slack messaging app for government customers by 90% through November. Alphabet (GOOGL) (GOOG) lowered&nbsp;the pricing of its software but not&nbsp;its cloud infrastructure for federal customers. Adobe (ADBE) and Elastic (ESTC) have also offered discounted pricing for their respective software.&nbsp;Federal Acquisition Service Commissioner Josh Gruenbaum reportedly told the Journal in an interview: “Through procurement consolidation, we’re aiming to bring the leverage of the whole, commanding purchasing power of the federal wallet to these [technology providers] to get the best discounts for the taxpayers.”Oracle has aligned with the Trump administration’s initiatives to maintain America’s leadership in AI. Ellison was found along with President Trump when he announced the Stargate private AI initiative, spearheaded by Sam Altman-led OpenAI and Japan’s Softbank, immediately after he took office in January.&nbsp;The report comes on the heels of a strong rally in Oracle stock, which rallied over 5% on Wednesday after Bloomberg reported, citing people familiar with the matter, an expanded Stargate alliance. The report said OpenAI has agreed to rent additional computing power, totaling 4.5 gigawatts of data center power in the U.S., from Oracle.&nbsp;In a late-June filing, Oracle disclosed that the company has signed multiple large cloud services agreements, including one that is expected to contribute more than $30 billion in annual revenue starting in fiscal year 2028.On Stocktwits, retail sentiment toward Oracle stock was ‘neutral’ (53/100) by late Sunday, while the message volume tapered to ‘low’ from ‘normal’ a day ago.<figure class="image"><img style="aspect-ratio:616/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_07_at_3_43_10_AM_png_d01b6aeac4.webp" alt="Screenshot 2025-07-07 at 3.43.10 AM.png" width="616" height="52"><figcaption>ORCL sentiment and message volume as of 3:44 a.m. ET, July 7 | source: Stocktwits</figcaption></figure>A bullish user expressed optimism about Oracle potentially acquiring TikTok in the U.S.&nbsp;<stembedurl>https://stocktwits.com/Vrbas/message/620021318</stembedurl>Another user expected a pullback. “Has pumped near 100% in 3 months, now overextended and overbought,” they said.<stembedurl>https://stocktwits.com/Steve_TheBull_Rogers/message/619999684</stembedurl>Oracle, which ended Thursday’s session up 3.19% at a record $237.32, fell about 0.59% in overnight trading.Editor’s note: A previous version of this article incorrectly said the GSA reduced Slack pricing for government customers. It was Salesforce that made the reduction.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wns-jumps-into-spotlight-on-capgemini-buyout-deal/chFtaXYR5bW">WNS Jumps Into Spotlight On $3.3B Capgemini Buyout Deal</a>

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

Oracle Reportedly Offers US Government Steep Discounts: Retail Traders Raise Eyebrows As Stock Scales New Peaks

The GSA reportedly stated that the deal with Oracle is the first of its kind, offering a discounted package on cloud infrastructure for the entire government.

Oracle Corp. (ORCL) shares rallied sharply in Wednesday’s extended session after the database giant announced forecast-beating earnings and raised its fiscal year 2026 revenue.In a statement, CEO Safra Catz said the fiscal year 2025 was a “good year” and flagged that the current year would be even better as “revenue growth will be dramatically higher.”The database giant now estimates its total cloud growth, including applications and infrastructure, to be over 40% in the current year, up from 24% in FY25. Cloud infrastructure growth is expected to accelerate to 70% from 50%.Remaining performance obligations (RPO), a key operational metric, are expected to increase by more than 100% this year.Larry Ellison, Oracle’s chief technology officer, said MultiCloud database revenue from Amazon, Google, and Microsoft’s Azure more than doubled from the third quarter. “We currently have 23 MultiCloud datacenters live with 47 more being built over the next 12 months,” he added.For the fourth quarter of the fiscal year 2025, Oracle reported adjusted earnings per share (EPS) of $1.70 and revenue of $15.90 billion, exceeding the Finchat-compiled consensus estimates of $1.64 and $15.59 billion, respectively.Oracle’s board approved a cash dividend of $0.50 per share, payable on July 24, to shareholders of record as of July 10.On the earnings call, Katz said total revenue for FY26 would be at least $67 billion, up more than $1 billion from the previous outlook and marking 16% constant currency growth, according to a transcript by Koyfin. This revenue guidance compares favorably to the $65.36 billion consensus estimate.The company expects first-quarter adjusted EPS of $1.44-$1.48 and revenue growth of 12%-14%. Analysts, on average, estimate $1.48 in EPS and 12.5% revenue growth.&nbsp;Forex translation is expected to have a $0.02 per share positive impact on earnings and a flat to 1% positive impact on the topline.Answering an analyst’s question on the call, Catz said the Trump administration-backed private Stargate artificial intelligence (AI) partnership is still in the works. Oracle is part of the partnership.“There are a lot of partnerships we are in the middle of right now that are all part of this enormous growth rate,” Katz said, adding that “We have so much in pipeline right now that -- and of course, we have so much in RPO, meaning those are noncancelable contracts.”She also said Stargate wasn’t formed yet, but “some of our business with OpenAI, which is one of our partners in Stargate, is part of our future very much so.”On Stocktwits, retail sentiment toward the Oracle stock was ‘extremely bullish’ (96/100) by late Wednesday, with the message volume at ‘extremely high’ levels.A bullish watcher&nbsp;sees the stock surpassing $200 by the end of June.<stembedurl>https://stocktwits.com/davizy45/message/617620775</stembedurl>Another called the quarterly results “amazing.”<stembedurl>https://stocktwits.com/tenxcapital/message/617609302</stembedurl>Oracle stock fell 0.62% to $176.38 on Wednesday and jumped 7.58% to $189.75 in the after-hours session. The stock is up about 6.5% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-ups-ante-in-trade-war-with-threats-of-unilateral-tariffs-within-weeks/chlX0qARb62">Trump Ups Ante In Trade War With Threats Of Unilateral Tariffs Within Weeks: ‘Take It Or Leave It’</a>

Oracle Stock Surges On ‘Dramatically Higher’ FY26 Revenue Growth Guidance, Q4 Beat — Retail Savors ‘Amazing’ Performance

CFO Safra Katz said the Stargate AI venture isn’t formed yet but “some of our business with OpenAI, which is one of our partners in Stargate, is part of our future very much so.”

Database giant Oracle Corp. (ORCL) is scheduled to report quarterly results after the market closes on Wednesday.The Finchat-compiled consensus estimates call for adjusted earnings per share (EPS) of $1.64 and revenue of $15.59 billion for the fourth quarter of the fiscal year 2025.This compares to the year-ago EPS and revenue of $1.63 and $14.29 billion, respectively. In March, the company predicted 8-9% revenue growth and a bottom line of $1.61-$1.65.Barely days before the fourth-quarter print, Morgan Stanley analyst Keith Weiss hiked the price target for Oracle stock to $175 from $160 and maintained an ‘Equal-Weight’ rating.&nbsp;The analyst expects infrastructure-as-a-service (IaaS) to be in the spotlight again but forecasts a slight disappointment relative to the consensus expectation of $3.1 billion.&nbsp;“With admittedly low visibility into the data center capacity which drives IaaS growth given the supply-constrained nature, the focus is on announcements of data center go-lives,” Weiss said.Morgan Stanley expects a slight revenue miss but sees the stock gaining from further bookings upside. The firm attributed the optimism to light investor positioning, “revenue angst” already present, and the willingness to chase a small cohort of artificial intelligence (AI) winners.According to Morgan Stanley, confidence in Oracle Cloud Infrastructure (OCI) bookings strength should increase investors' appetite to buy into a fiscal year 2026 revenue/EPS acceleration, creating a potential “look-thru event” should the quarterly revenue disappoint.&nbsp;“We lean positive on underpriced OCI optionality (Stargate/Sovereigns), attractive positioning, and a reasonable valuation,” the firm added.On Stocktwits, retail sentiment toward <a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> was ‘extremely bullish’ (77/100) by early Wednesday, with the message volume at ‘extremely high’ level.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_06_11_at_5_22_06_AM_png_ac70331022.webp" alt="Screenshot 2025-06-11 at 5.22.06 AM.png">A bullish user said the stock would run up to the $190s following the earnings report.<stembedurl>https://stocktwits.com/emsies/message/617408450</stembedurl>Another watcher was even more optimistic, expecting a move to the $250 level, reasoning that Oracle did not factor in Stargate in its guidance last quarter.<stembedurl>https://stocktwits.com/tenxcapital/message/617297268</stembedurl>President Donald Trump announced the Stargate project immediately after his inauguration, which aims to further AI infrastructure in the U.S.&nbsp;Oracle joined the alliance, which Sam Altman-led OpenAI is leading.&nbsp;Oracle stock ended Tuesday’s session up 0.19% at $177.48, while it has gained over 7% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-stock-slips-on-2025-q3-results/che6UFTRbbY">QuickLogic Retail Buzz Grows Louder After Micro-Cap Chipmaker Joins Intel Alliance</a>a

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

Oracle Analyst Calls For Bookings Upside Ahead Of Q4 Report But Flags Likely Topline Miss — Retail Braces For Stock Run

The analyst expects infrastructure-as-a-service to be in the spotlight again but forecasts a slight disappointment relative to the consensus expectation of $3.1 billion. 

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