Defiance Daily Target 2X Long ORCL ETF

ORCL

ORCX

ORCL-D

Oracle 3QF26 First Take: Mixed print. OCI-driven acceleration pushed total revenue growth past the 20% mark.The trade-off was faster-than-expected increases in capex and leverage. Cloud &amp; software GPM fell 800bps YoY, with the decline accelerating and worse than market expectations.On cost control, Adj. profit still slightly beat the Street. Net-net, the quarter was broadly neutral.The key highlight was raising FY27 revenue guidance from 85bn to 90bn, while keeping FY26 unchanged.This implies FY27 YoY revenue growth of Approx. 34%, and near-term Q4 guide is largely in-line. In detail: Key points below. 1) Headline revenue appears to slightly beat, but FX tailwinds did most of the lifting.Ex-FX, total revenue grew 18%, matching the top end of prior company guidance and not a true beat. 2) OCI grew 81% YoY in constant currency, a clear acceleration vs. 66% in Q2.That said, it was fully in line with sell-side expectations, so not an upside surprise. (A few top brokers were lower pre-print.) 3) Software &amp; cloud GPM fell 800bps YoY, widening from 590bps in Q2.Dragged by this, company-level GPM came in 250bps below the Street.This implies OCI AI margins in the ramp phase are weaker than expected, a negative signal. 4) Capex reached 18.6bn, up sharply from 12.0bn in Q2 and above market expectations.The company also disclosed new financing of 2.5bn in debt and 0.5bn in preferreds.Per guidance, FY26 Q4 capex should ease to around 11.0bn. 5) RPO rose QoQ by Approx. 29bn.Since the mega deal announced in Q1, new additions have slowed over the past two quarters, a bit of a lull.There has been no recent news of fresh large deals. 6) Q4 guidance upper bounds are near or slightly above current sell-side estimates, so overall in-line.The main surprise is the FY27 revenue uplift, implying execution vs. the previously disclosed long-term plan to FY30 may be ahead of schedule. $Oracle(ORCL.US) $Defiance Daily Target 2X Long ORCL ETF(ORCX.US)

Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

Oracle Commodities Director John Lee Buys More Stocks

Wedge Bush raises Oracle's target price to $275

Ishan Technologies Chooses Oracle Communications for Digital Transformation

seQure Launches AI-Powered Behavioral Cybersecurity System Ground-Truth™

Oracle Named a Leader in the Gartner®Magic Quadrant™ for Warehouse Management Systems for the 11th Consecutive Year

seQure Launches Behavioral Cybersecurity Platform Ground-Truth™

Oracle Closes Confidential AI Deal with US Department of Defense

Oracle Joins Pentagon's AI Project

Mutual Advisors LLC Increases Oracle Holdings by 7.2%

Exencial Wealth Advisors LLC Reduces Oracle Stock Holdings

Oracle's 5-year CDS spread hits a two-week high

Oracle and Others Provide Fuel Cell Technology for Jupiter Project

Oracle Releases Quarterly Earnings Report

Related Digital Completes Financing for Oracle Data Center Project in Saline, Michigan

Morgan Stanley Downgrades Oracle Target Price, Oracle Stock Dips

Leelyn Smith LLC and other institutional investors increase holdings in Oracle

Analyst Praises Oracle's AI Market Position, Faces Data Center Expansion Challenges

Trivium Point Advisory LLC increases stake in Oracle

Denso collaborates with Oracle to modernize global supply chain systems

Oracle Expands Agentic AI Platform to Corporate Banking

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Argano has acquired Gaea Global Technologies, marking its thirteenth acquisition since launching its 2025-2026 growth initiative. This acquisition enhances Argano's Oracle expertise, particularly in project portfolio management and supply chain execution, solidifying its position as a top-five Oracle services provider in North America. Gaea's proficiency in Oracle Primavera will strengthen Argano's offerings in the construction and engineering sectors, enabling comprehensive capital program delivery.

Fidelity

Argano Strengthens Oracle Solutions and Construction & Infrastructure Offerings with Acquisition of Gaea Global Technologies

IDGT

CLOU

DTCR

Oracle (NYSE: ORCL) aims to transform its database operations into a significant AI infrastructure player, leveraging partnerships and technology. However, it must demonstrate that its investments will lead to increased revenue and cash flow. Notably, Oracle was not included in The Motley Fool's latest top 10 stock recommendations, which historically have yielded substantial returns.

nasdaq

iShares US Digital Infrastructure and Real Estate ETF

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

NVIDIA

Intel

Netflix

S&P 500

Nasdaq

NVIDIA Corporation

Great News: Oracle Stock Could Be One of the Most Underrated AI Infrastructure Stocks

Bloom Energy has seen a 217% year-to-date surge, driven by investor interest in AI power solutions. Oracle has implemented Bloom's technology at its AI campus, enhancing deployment speed. In Q1 2026, Bloom reported a 130% year-over-year revenue increase to $751.1M, with EPS exceeding estimates by 242%.

Bloom Energy

Bloom Energy tops 2026 gains as AI power demand surges

Oracle Corp. (ORCL) shares fell 3.29% to $186.61 on Monday, marking the second consecutive day of losses. The stock is 46.02% below its 52-week high of $345.72. In contrast, competitors like Microsoft Corp. (MSFT) rose 0.38%, while Alphabet Inc. had mixed results. Trading volume was significantly below the 50-day average.

MarketWatch Automated

Dow Jones Industrial Average

Microsoft

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Alphabet

News

News Corporation Shs B Chess Depository Interests repr 1 Sh

News Corporation Shs A Chess Depository Interests repr 1 Sh

Oracle Corp. Stock Underperforms Monday When Compared To Competitors

MSFT

PLTR

Today's whale alerts in the Information Technology sector highlight significant options activity. Notable trades include bearish call sweeps for MSFT and ORCL, a neutral call for NOW, and bullish activity for POET and PLTR. Other trades show bearish sentiment for MU, MRVL, and SNDK. These alerts can guide traders in identifying potential trading opportunities based on large transactions by influential market players.

- The article discusses whale activity in options trading, highlighting how traders can identify opportunities by tracking large transactions.  
- It provides specific examples of call and put options across various companies in the Information Technology sector, detailing trade types, sentiment, expiration dates, strike prices, and trading volumes.  
- The information aims to assist traders in recognizing patterns where option prices may deviate significantly from usual market values.

benzinga_article

Palantir Tech

Micron Tech

POET Tech

Sandisk

ServiceNow

Marvell Tech

GraniteShares 2x Long MU Daily ETF

T-Rex 2X Long Microsoft Daily Target ETF

GraniteShares 2x Long NOW Daily ETF

GraniteShares 2x Long MRVL Daily ETF

YieldMax MSFT Option Income Strategy ETF

Leverage Shares 2x Cpd Acclrtd PLTRMnETF

Leverage Shares 2X Long PLTR Daily ETF

Defiance Leveraged Long +Income PLTR ETF

Direxion Daily MSFT Bull 2X Shares

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily MU Bull 2X Shares

Direxion Daily MU Bear 1X Shares

Roundhill PLTR WeeklyPay ETF

Direxion Daily PLTR Bull 2X Shares

GraniteShares 2x Long PLTR Daily ETF

Nokia Oyj

Blackberry

Sandisk - WI

10 Information Technology Stocks With Whale Alerts In Today's Session

NVDA

NVDQ

NVDX

NVDD

NVDS

Leopold Aschenbrenner's Situational Awareness fund has opened put options worth $8.5 billion against Nvidia and other chip companies just before earnings reports. The fund's 13F filing reveals significant positions against Nvidia, Oracle, and Broadcom, indicating a shift in focus from chipmakers to the power and capacity layer. Despite this, retail traders remain optimistic about Nvidia's future, with a strong consensus rating from analysts ahead of its earnings report.

- Leopold Aschenbrenner’s Situational Awareness fund has opened put options totaling approximately $8.5 billion against Nvidia Corp. and other chip companies ahead of Nvidia's earnings report.  
- The fund holds significant put positions on multiple firms, reflecting a bearish outlook on the semiconductor sector, while also investing long in Bloom Energy and Bitcoin miners as alternatives.  
- In contrast, market sentiment remains optimistic as analysts largely favor Nvidia, predicting its position as the leading company by market cap through 2026.

T-Rex 2X Inverse NVIDIA Daily Target ETF

GraniteShares 2x Short NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Direxion Daily NVDA Bear 1X ETF

AXS 1.5X NVDA Bear Daily ETF

VanEck Semiconductor ETF

Broadcom

ASML

Taiwan Semiconductor

Infosys

Bank of America

UBS Group AG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Why AI Wunderkind Leopold Aschenbrenner Started Betting Against Nvidia, Oracle, Broadcom

Today's market shows mixed results across sectors. Tech stocks see volatility with Oracle down 3.60% and Nvidia falling 1.22%, while Google rises 2.28%. The healthcare sector faces pressure, with Eli Lilly down 1.58%. Financials are mixed, with Bank of America up 1.64% but American Express down 0.58%. Investors are advised to diversify portfolios to navigate sector challenges and capitalize on emerging trends.

Investinglive

Eli Lilly

VG Health

Defiance Daily Target 2X Long LLY ETF

ALPS Medical Breakthrough

Direxion Daily LLY Bear 1X Shares

YieldMax NVDA Option Income Strategy ETF

iShares US Pharma

Direxion Daily GOOGL Bull 2X Shares

iShares Global Healthcare

Roundhill GOOGL WeeklyPay ETF

Amazon

CVS Health

Visa

American Express

Tech stocks rally while healthcare faces pressure: A closer look at today's market

High Note Wealth LLC reduced its stake in Oracle Corporation (NYSE:ORCL) by 39.6%, selling 6,055 shares during the 4th quarter, leaving it with 9,236 shares valued at $1.8 million. Other hedge funds also adjusted their holdings. Analyst ratings for Oracle vary, with a mix of buy and hold ratings, and a current average target price of $261.46. Positive sentiment surrounds Oracle's AI initiatives and partnerships, while the stock opened at $193.13.

Market Beat

iShares Expanded Tech Software Sector ETF

Proshares Big Data Refiners ETF

Pacer Data & Infrastructure Real Estate ETF

SPDR S&P Software

ISHRS S&P Glb It

Franklin Exponential Data ETF

JPMorgan Chase

Oppenheimer

Cisco

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

High Note Wealth LLC Sells 6,055 Shares of Oracle Corporation $ORCL

Edelson Lechtzin LLP is investigating data privacy claims following a data breach at Tulane University, which occurred on August 10, 2025, due to a vulnerability in Oracle's E-Business Suite. Personal data, including names and Social Security numbers, may have been compromised. The firm offers free case evaluations for affected individuals and recommends monitoring accounts for suspicious activity.

prnewswire

22:47 ETTulane University Data Breach: Edelson Lechtzin LLP Launches Investigation Into Exposure of Personal Information

May Hill Capital LLC increased its stake in Oracle Corporation (NYSE:ORCL) by 96.3% in Q4, owning 5,968 shares valued at $1.16 million. Other institutional investors also raised their positions. Oracle's stock is currently down 1.3%, with a market cap of $555.44 billion. The company reported Q4 earnings of $1.79 per share, exceeding estimates, and declared a quarterly dividend of $0.50 per share. Analysts predict Oracle will post 6.08 EPS for the current fiscal year.

May Hill Capital LLC Grows Stock Position in Oracle Corporation $ORCL