#OracleAICloudUp121%

Enterprises only need to shift ~2% of operating spend from labor and services into compute to support the entire hyperscaler AI buildout. It looks expensive today because $GOOGL, $AMZN, $MSFT, $ORCL and $META are spending now while the savings and AI revenue arrive later.#FOMCRateCallThisWeek #CLARITYVoteFails50-49 #AISafetyDebateEscalates

#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

#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 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

#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, Adobe, Today: AI demand isn’t the issue anymore. The cost is 👀 Oracle has a huge $638B backlog, but investors are keen to see how fast it turns into revenue and if that cash can surpass AI spending. Adobe faces a similar challenge with Firefly and GenStudio: can AI boost revenue without From Oracle’s cloud to Adobe’s software and Apple’s AI hardware, the focus is shifting from creating AI to showing it actually pays off. #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.

One earnings night, two very different verdicts on the AI trade. Broadcom beat on revenue and adjusted EPS, with revenue up 86% to $29.6B and AI semiconductor sales more than tripling to $16.7B. But its $34.8B Q4 revenue guide landed roughly in line with Street expectations, and shares briefly fell more than 6% in early after-hours trading before paring most of the decline. The irony: Broadcom still expects Q4 AI semiconductor revenue of $21.7B, up 236% and equal to roughly 62% of total guidance. Management also expects AI revenue of about $115B in FY27 and $230B in FY28. Snowflake told the opposite story. Product revenue rose 37% to $1.49B, marking a third straight quarter of accelerating growth. Full-year product revenue guidance increased to $6.07B, and shares jumped more than 21% after hours. · CoCo reached 9,100 accounts, adding 2,000+ this quarter · CoWork expanded to 5,800 accounts, up nearly 11% sequentially · Remaining performance obligations rose 30% to $9B · Non-GAAP operating margin guidance increased from 13.5% to 14.5%, showing improving operating leverage Add Dell's results from the prior night: it booked $60.9B in AI server orders, raised its AI server revenue outlook from $60B to $74B, and exited the quarter with a $95B backlog. The pattern is clear: AI demand is spreading from chips to servers, data cloud and software. But AI exposure alone may no longer be enough. The market is increasingly rewarding acceleration against already-high expectations. Beat without enough upside, and a stock can still sell off. Beat and raise, and the market may reprice. Crypto markets know the same tension: a narrative can weaken before growth disappears, simply because the pace starts slowing. What matters more for AI stocks now: absolute growth or the pace of acceleration? #AVGODipsSNOWPops $XAVGO $XSNOW $XDELL

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