ORCL Trade Ideas

Recent trade ideas mentioning ORCL

• Night movers — Jul 13: Oil lifts energy, chips crack under SK Hynix pressure

  NEUTRAL · 2026-07-15

  Chip stocks Intel, AMD, and Applied Materials dropped roughly 4% as an SK Hynix rout and an oil spike hammered the semiconductor sector. Energy names XOM, COP, and CVX rallied alongside oil while Salesforce climbed on bullish value commentary.

• IBM's nightmare earnings drag down software stocks — short the spillver in enterprise software

  LONG · 2026-07-14

  IBM just had its worst single-day drop in nearly 40 years after warning its quarterly profits would badly miss expectations. The CEO blamed the shortfall on weakness in its software business, and the massive sell-off is dragging down the entire software sector.

• Broadcom's $35B AI plan and Oracle's blowout earnings — buy the AI infrastructure winners

  LONG · 2026-06-14

  Broadcom just outlined a massive $35 billion plan to build AI infrastructure, and Oracle reported earnings that crushed expectations, proving AI spending is still red hot.

• Oracle beats earnings and Snowflake gets an upgrade — cloud software is back in favor

  LONG · 2026-06-14

  Oracle just beat Wall Street's expectations for both profit and revenue in their latest earnings report. At the same time, analysts at Scotiabank raised their price target for Snowflake, another major cloud software company.

• Oracle plunging on spending fears despite AI growth — catch the bounce on this cloud giant

  LONG · 2026-06-11

  Oracle just reported earnings and the stock is plunging because investors are worried about data center spending, even though their AI business is growing.