Oracle Corporation
ORCL · Technology
$141.32
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Looking Ahead to the Q3 Earnings Season: What to Expect
The S&P 500 has achieved 12 consecutive quarters of profit expansion. Q3 2026 earnings are projected to grow 23% year-over-year on 11.2% higher revenues, with positive estimate revisions broadening across 8 of 16 sectors beyond just Tech and Energy. Q2 results showed exceptional performance with 45.6% earnings growth and 84.2% of companies beating EPS estimates. Oracle and Adobe will kick off Q3 earnings season on September 10th.
NuScale Just Turned AI on Itself. Here's What That Means for the Stock.
NuScale Power is implementing specialized AI tools from Nuclearn and NPX to streamline its engineering, regulatory, and knowledge work for small modular reactor (SMR) development. The AI implementation reduced information search and verification time by up to 80%, addressing operational bottlenecks. However, the company remains in pre-commercial stages with only one secured project in Romania and is seeking a major deal with the Tennessee Valley Authority.
Product Information Management Market Size to Surpass $69.49 Billion by 2035 | SNS Insider
The global Product Information Management (PIM) market is expected to grow from $16.88 billion in 2025 to $69.49 billion by 2035, with a CAGR of 15.2%. North America leads with 39% market share, while Asia-Pacific is the fastest-growing region. Large enterprises dominate with 68% share, with retail being the leading vertical at 32%. Cloud-based solutions are experiencing the fastest growth due to scalability and cost-effectiveness.
Down 55% From Its High, Is Oracle a Buy?
Oracle's stock has plummeted 55% from its September 2025 high of $345 to around $155, despite strong fundamentals including 17% revenue growth to $67B, 36% net income growth, and 75% cloud infrastructure revenue growth. The decline is driven by heavy data center spending that turned free cash flow negative and increased debt. With a forward P/E of 17 and a $638B contracted backlog providing revenue visibility, the article suggests Oracle presents an attractive entry point for investors, though risks remain if demand weakens.
I'm Calling It: Bloom Energy's Revenue Guidance Will Keep Surprising Wall Street Through Year-End
Bloom Energy, a fuel cell manufacturer, has raised its full-year revenue guidance to $3.9-$4.2 billion (up from $3.4-$3.8 billion) driven by surging demand for AI data center power solutions. With Q2 revenue reaching $1.0 billion and expanding partnerships with Oracle and MiTAC, the company is well-positioned to continue delivering positive surprises through year-end as AI infrastructure investments remain robust.