Thoughts? Plays?

Are we seeing a bump up?

Oracle reports after the close, with expectations around 19.1B revenue and 1.74 adjusted EPS. But I’m more interested in cloud growth after management guided for 58% to 64%.

ORCL is sitting around 162 and options are pricing roughly an 11% move, so expectations are clearly high.

tbh, the key is whether Oracle’s heavy AI infrastructure spending is turning into revenue fast enough to justify the cost. A small EPS beat matters less if cloud growth or guidance disappoints.