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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 downwards as investors react to increased AI spending plans and a large one-time tax charge, overshadowing otherwise positive earnings results. Despite a record-breaking bond offering, the community is debating whether this dip represents a buying opportunity or reflects deeper concerns about Meta's capital expenditures. Some traders are closely watching key support levels and potential for a rebound, while others express skepticism about the long-term profitability of Meta's AI investments.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as investors discuss potential catalysts from upcoming earnings, including a possible S&P 500 inclusion and buybacks. Community sentiment is mixed, with some expressing concerns about the company's correlation to Bitcoin and the impact of potential dilutions. Some traders are anticipating volatility post-earnings, while others believe the stock is oversold and due for a bounce.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

RDDT is trending as investors brace for its earnings report, with the central focus being ad revenue and AI partnerships. Community members are weighing the potential for a significant post-earnings move, drawing comparisons to META's recent performance, while also highlighting high short interest as a possible catalyst for a squeeze. Some traders express caution about the stock's valuation and potential for a selloff if earnings disappoint.

Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is trending downwards, with the community expressing concerns about recent price action and continued stock dilution; some are questioning the company's overall strategy and the credibility of bullish forecasts, while others remain optimistic about the long-term potential of Ethereum and BMNR's accumulation strategy.

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 is trending as investors anticipate its upcoming earnings report, focusing on the performance of AWS and its AI initiatives. Community sentiment appears mixed, with some expressing concerns about AWS growth and profitability, while others are optimistic about a potential breakout. The layoffs, framed as a strategic move towards AI, are also being heavily discussed.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

AAPL is trending as investors anticipate upcoming earnings, with some expecting a significant move in either direction. Community members are actively discussing potential outcomes and strategizing based on technical analysis and unusual options activity. The broader tech sector and potential AI developments remain a key focus for Apple's future growth.

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

GOOGL is trending as investors react to strong earnings, highlighting growth in cloud services and advertising revenue, with particular attention to the company's AI initiatives. The community is debating whether the stock's recent surge has priced in future growth, while analysts are raising price targets and citing Google's leadership in AI. Some traders are expressing concern about the run-up into earnings, while others are locking in profits or betting on continued upside.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending amid speculation of a potential acquisition, fueled by a recent report suggesting the company is in talks for a significant deal. The community is actively discussing potential buyout prices and speculating on which pharmaceutical company could be the acquirer, with some pointing to the company's oncology pipeline as a key attraction. Despite the positive price movement, some investors remain cautious, citing upcoming earnings and potential legal liabilities.

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 downwards as investors react to concerns about slowing revenue growth and declining traffic, particularly among younger, lower-income consumers. The community is discussing the impact of these trends on the company's future, with some suggesting the need for strategic changes and others viewing the dip as a buying opportunity. There is also debate around the value proposition offered by Chipotle compared to competitors amidst rising costs.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is trending amid buyout speculation and renewed interest from SpaceX, driving community excitement about a potential bidding war. The community is buzzing about possible high buyout figures and the implications for existing partnerships, including the Apple deal. Discussions also involve Globalstar's spectrum value and potential combinations with other industry players.

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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.

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.

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.

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.

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.

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