#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

#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%

🚀 Oracle’s latest earnings show just how powerful the AI infrastructure boom has become. Revenue reached $19.35B, up 30% YoY, while OCI surged 121% to $7.39B. RPO climbed to $664B, with over $30B in new AI cloud contracts. Oracle also delivered 300K+ GPUs and added 850MW of data-center capacity. Its strategy is clear: combine cloud computing with enterprise data to power AI training and inference. 🔥#SeptHikeOddsHit90%

#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.

#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