I think $Oracle(ORCL)$ has a path to $500 by 2030. In a more bullish scenario, $600 isn't out of the question. Let's revisit this in a few years. Once Oracle's four hyperscale AI data centers are fully built and running at full capacity, they could become powerful long-term cash generators. That additional compute capacity could drive another major leg of OCI growth and significantly expand Oracle's AI cloud business.
$CoreWeave, Inc.(CRWV)$ Watching $Oracle(ORCL)$ jump 20% in a single session. That kind of move is pretty unusual for this name. Something definitely worth keeping an eye on.
$Oracle(ORCL)$ 9 million ORCL shares traded in 30 minutes with a $10 gap-up. That looks like a pretty strong signal that ORCL is taking off and could keep climbing.
$Microsoft(MSFT)$ Q4 results came in with a double beat. Adjusted EPS was $4.74 against the $4.24 estimate, and revenue hit $90.007B versus the $87.621B consensus.
$Oracle(ORCL)$ Someone just put on a sizable call position in ORCL. The trade targeted the August 14 $127 calls, with around $1.65M in premium traded across 3,750 contracts, filled almost entirely at the ask. Looks like a single institution taking on short-term bullish exposure. If buyers keep adding, it's worth watching.
$Oracle(ORCL)$ If it closes near the highs today above $123, I think $130 very soon is absolutely within reach. A 140,000-employee global software giant cut nearly 68% in just six months. If Wall Street decides it's time to accumulate, they can move a lot faster than retail investors realize. Never underestimate Wall Street. They're ruthless, but they're not dumb.