#OracleAICloudUp121%
About OracleAICloudUp121%
Oracle reported OCI AI cloud revenue up 121% year over year, accelerating from 93% last quarter, with both revenue and EPS beating estimates. Remaining performance obligations grew from $638B to $664B. Data center capex remains high and free cash flow is still pressured, but Oracle raised guidance. Adobe also beat and raised its full-year outlook, though the market stays cautious on AI monetization. The question is shifting from who spends most to who delivers.
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OracleAICloudUp121% المنشورات الشائعة
#OracleAdobeToday AI demand is no longer the question. The bill is 👀
Oracle has a massive $638B backlog, but investors want to see how quickly it becomes revenue and whether that cash can outrun AI capex. Adobe faces a similar test with Firefly and GenStudio: can AI lift revenue without eating margins?
What caught my attention is the shift.
From Oracle's cloud to Adobe's software and Apple's AI hardware, the race is moving from building AI to proving it actually pays
#OracleAdobeToday AI demand is no longer the question. The bill is 👀
Oracle has a massive $638B backlog, but investors want to see how quickly it becomes revenue and whether that cash can outrun AI capex. Adobe faces a similar test with Firefly and GenStudio: can AI lift revenue without eating margins?
What caught my attention is the shift.
From Oracle's cloud to Adobe's software and Apple's AI hardware, the race #SeptHikeOddsHit90% #BTCSpotETF450MOutflow #OracleAICloudUp121%
#OracleAdobeToday AI demand is no longer the question. The bill is 👀
Oracle has a massive $638B backlog, but investors want to see how quickly it becomes revenue and whether that cash can outrun AI capex. Adobe faces a similar test with Firefly and GenStudio: can AI lift revenue without eating margins?
What caught my attention is the shift.
From Oracle's cloud to Adobe's software and Apple's AI hardware, the race is moving from building AI to proving it actually pays.
Oracle's U.S. stock closed down 5.38% last night, wiping out $25 billion in market value in one day. After the earnings report was released post-close, the stock surged over 8% in after-hours trading. This veteran giant, originally known for its database business, now mainly makes money by renting computing power to AI companies.
Q1 revenue was $19.3 billion, up 30% year-over-year, with cloud infrastructure revenue#PPIHotCPINext #OracleAICloudUp121% #BTCSpotETFOutflows
#OracleAICloudUp121% Oracle’s AI cloud revenue grew 121% YoY, accelerating from 93% last quarter. That’s the number that immediately stood out to me 🚀
Revenue and EPS both beat estimates, remaining performance obligations increased from $638B to $664B, and Oracle raised its guidance. Demand clearly isn’t the problem.
The tension is what it costs to meet that demand. Data-center capex remains high, free cash flow is still under pressure, and a huge backlog only becomes valuable when Oracle can deliver the capacity and convert contracts into profitable revenue 🏗️
Adobe also beat expectations and raised its full-year outlook, yet the market remains cautious about how quickly its AI products can create incremental revenue.
To me, both reports point to the same question: AI demand is visible, but when does it become efficient growth?
Oracle’s acceleration is impressive. The next milestone is proving that infrastructure spending can eventually strengthen—not continually absorb—cash flow.
Oracle’s latest earnings show the market is starting to reward real AI execution, not just hype. AI cloud revenue jumped 121% YoY, while RPO climbed to $664B and guidance improved. Adobe also beat estimates, yet shares fell as investors demand stronger AI monetization and cash flow. For BTC, massive AI capex keeps liquidity expansion relevant, but near-term direction still depends on inflation, rates, and tonight’s CPI. Execution matters more than promises
漂泊的蟹老板
9.11 | استراتيجيات التداول المبكرة لتداول بانكيك وإيثيريوم
استراتيجية التداول اليوم واضحة: المراكز القصيرة بشكل رئيسي عند المستويات العالية أثناء الارتداد، وتجنب تماما شراء مراكز الشراء قبل تطبيق مؤشر أسعار المستهلك
$BTC يتداول حاليا بشكل جانبي بالقرب من 76,800، وارتفع مؤشر أسعار الشراء أمس بنسبة 5.4٪ على أساس سنوي، متجاوزا التوقعات، وانخفض فورا من 78,900 إلى 76,500. المشكلة ليست في الشمعدان نفسه، بل في احتمال رفع سعر الفائدة إلى 70٪. بعد اختراقات فاشلة متتالية فوق 80,000، تم تصفية مراكز الشراء. إذا ارتفع مؤشر أسعار المستهلك في هذا الوضع، فمن السهل أن يستمر في الانخفاض
$ETH حاليا حوالي الساعة 2440، الإيقاع متزامن تقريبا مع الكعكة الكبيرة
المتغير الحقيقي الليلة هو مؤشر أسعار المستهلك الأمريكي لشهر أغسطس. إذا لم ينخفض التضخم الأساسي، فقد يتراجع البيتكوين فورا إلى 76,500، أو حتى يصل إلى 75,000
نهج التداول الحالي:
البيتكوين: بيع بين 77,500-78,500، مستهدفا حوالي 75,000-76,500
إيثيريوم: قصير في نطاق 2470-2520، مستهدف حوالي 2320-2410
إذا اخترق البيتكوين 82,300 مع زيادة الحجم، فسيتم إلغاء المركز على الفور، ولن يستمر الاتجاه أبدا
ما رأيك: بعد تطبيق مؤشر أسعار المستهلك، هل يجب أن يصل البينغ الكبير أولا إلى 75,000، أم سيرتفع مباشرة إلى 80,000؟
#OKX星球话题来啦
#波动雷达: مراقبة تقلبات العملة
+389.24%
لقطة آنية بتاريخ 11 سبتمبر 2026، الساعة 08:37
#OracleAdobeToday AI demand is no longer the question. The bill is 👀
Oracle has a massive $638B backlog, but investors want to see how quickly it becomes revenue and whether that cash can outrun AI capex. Adobe faces a similar test with Firefly and GenStudio: can AI lift revenue without eating margins?
What caught my attention is the shift.
From Oracle's cloud to Adobe's software and Apple's AI hardware, the race is moving from building AI to proving it actually pays.
ADOBE $ADBE JUST REPORTED Q3 EARNINGS
- Revenue: $6.8B, beating est. of $6.69B 🟢
- Adj EPS: $6.13, beating est. of $6.09 🟢
- GAAP EPS: $4.62 (+11% YoY)
- ARR: $27.5B
- Non-GAAP Operating Income: $3.0B
- RPO: $22.2B
- cRPO: 67%
- AI-first ARR Growth: 150%+
Q4 Guidance:
- Revenue: $6.80B-$6.85B, in line with est. of $6.84B 🟡
- EPS: $6.30-$6.35, in line with est. of $6.32 🟡
Raises FY26 Guidance:
- Revenue: $26.58B-$26.63B, above est. of $26.51B 🟢
- EPS: $24.45-$24.50, above est. of $24.36 🟢
- ARR Growth: 10.2% YoY
Oracle earnings tonight could set the tone for AI infrastructure.
$ORCL estimates: ~$19.1B revenue, $1.74 EPS.
Watch OCI growth, the $638B backlog conversion, and massive AI capex.
Strong results could boost AI/semis; a miss could pressure the sector.
$ORCL $SNDK
#ZECBreaksIntoTop10 #SamsungHynix10DaySupply #OracleAdobeEarnings
Oracle and Adobe earnings are on my radar, but I’m watching them for completely different reasons.
For Oracle, I want to see whether all the excitement around AI infrastructure is still translating into stronger cloud demand. Companies are spending heavily on computing capacity, and Oracle has positioned itself right in the middle of that buildout.
Adobe is a different story. Its challenge isn’t building AI infrastructure it’s proving that AI can strengthen its software business. With generative AI becoming easier to access, I’m curious whether tools like Firefly can bring in new users and revenue while protecting the value of Adobe’s existing products.
Personally, Adobe is the more interesting test for me. We already know companies are willing to spend billions building AI. The harder question now is whether software companies can turn AI into something customers consistently pay for.
#OracleAdobeEarnings $BTC