Oracle must raise guidance at next earnings; flat guidance signals deceleration.

Oracle is going to be reporting earnings. This stock is incredibly meaningful to the AI story. They are one of the ones selling all the cloud infrastructure.

Oracle's reporting earnings this week, and this is another important one. Oracle needs to not only post great headline numbers, which I'm sure they will, but they need to have those great headline numbers in addition to guidance.

And in this case, the guidance is going to be far more important. Oracle needs to raise guidance. If they say that they're just reiterating guidance or they're just holding things steady, that'll be one more company that's showing a deceleration from analyst expectations.