How Schwab Network’s view on $ORCL changed

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2026-09-11Bullish

“Cory Johnson: "I Just Don't Get" why ORCL is Down After Earnings”

Oracle is a long position; strong earnings with 121% OCI revenue growth and 20% price premiums on renewals support the thesis.

I felt the results were great, but the what Wall Street hates the stock. It really is interesting. After hours trading, this this stock was up about 7 or 8% yesterday after the results came out.

The stock was performing well in the first couple hours of trading this morning and really fell off.

Watch the source00:57

2026-09-11

“ORCL Proving AI Growth Exists, Question Lies in Profitability & Efficiency”

Oracle's ability to prove AI demand exists is established; future success depends on efficient conversion of backlog to revenue and managing debt.

Oracle moving higher this morning after an earnings beat and guidance that exceeded estimates. The company still expects CapEx between 90 and 95 billion for fiscal 2027.

So, Oracle, they reported earnings buck 92 per share on an adjusted basis. Revenue up almost 30% to 19.3 such more than 19.3 billion.

Watch the source00:02

2026-09-11Bearish