#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

#OracleAdobeEarnings Oracle and Adobe report after the US close on September 10, and both face the same basic question: can AI growth turn into durable revenue without pushing costs too high? 👀 For Oracle, I’m watching whether OCI growth and its $638B in remaining performance obligations translate into actual revenue and free cash flow. The backlog is huge, but data-center expansion is expensive. Adobe’s test feels different. Firefly and GenStudio may bring in more paid users, but the company still needs to protect Creative Cloud pricing and margins while adding those AI tools 🎨 Apple’s September 9 event and Xiaomi’s 18 Fold launch on September 7 add another layer, with foldables, 2nm silicon and Apple Intelligence in focus. To me, this week isn’t just about product announcements or headline earnings. It’s about whether companies can show that AI demand is becoming a profitable business—not simply a larger spending commitment.

Oracle and Adobe on the same stage, Apple and Xiaomi clustered, this week I think Oracle is most likely to rise This week is indeed lively, Oracle and Adobe both have earnings reports on the same day, Apple held a launch event at midnight, and Xiaomi just released the 18 Fold. I think Oracle has the best chance. Bank of America directly gave a buy rating and a $240 target price, with a 51% upsi#ZECBreaksIntoTop10 #RobinhoodChainARBRev #OracleAdobeEarnings

#OracleAdobeEarnings Oracle and Adobe are scheduled to report earnings after the US market closes on September 10. For Oracle, investors will focus on whether Oracle Cloud Infrastructure growth and its enormous $638 billion remaining-performance-obligation backlog can convert into revenue quickly enough to justify rising data-center expenditure. Adobe faces a different test: whether Firefly, GenStudio, and other generative-AI products are producing genuinely incremental subscriptions without weakening Creative Cloud pricing. Both companies illustrate the market’s changing standards for AI investments. Announcing AI features is no longer enough—investors increasingly want evidence of revenue, margins, and free cash flow. Oracle may deliver stronger cloud growth but still disappoint if capital expenditure rises faster than cash generation. Adobe could benefit from integrating AI directly into professional workflows, though competition from lower-cost creative tools remains intense. Guidance will probably matter more than the reported quarter. Investors should listen for measurable AI revenue, customer retention, infrastructure costs, and management’s confidence about the rest of the fiscal year.

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

财报观察员：博通业绩超预期，Snowflake上调指引 I am Cige. Broadcom and Snowflake have both reported their results, and the AI chain transmission is accelerating. Broadcom's Q3 revenue and earnings both exceeded market expectations, with AI semiconductor revenue rising to $16.7 billion. Custom AI chips and networking businesses continue to benefit.#LastNFPBeforeFOMC #AVGODipsSNOWPops #RobinhoodChainRevenue

AI spending isn’t slowing down — but Wall Street is starting to demand perfection. Dell, Broadcom, and Snowflake just gave the market three very different signals. Dell raised full-year revenue guidance from roughly $167B to $192B, while AI server revenue jumped from $60B to $74B. Its AI server orders over the past 12 months have now topped $130B, with $60.9B of orders this quarter and a $95B backlog. The message is p. The long-term AI #DailyOrbit

$AVGO / What Changed: the AI revenue bar just moved again. $AVGO $357 is down after hours, even though Broadcom just moved its AI semiconductor revenue bridge from the old $16.0B Q3 guide to $16.7B reported and $21.7B guided for Q4. Broadcom reported Q3 revenue of $29.6B, non-GAAP operating income of $20.1B, and AI semiconductor revenue of $16.7B. The company then guided Q4 total revenue to $34.8B with non-GAAP operating margin #LastNFPBeforeFOMC #AVGODipsSNOWPops #RobinhoodChainRevenue

📊 AI HARDWARE EXPECTATIONS ARE GETTING EXTREME U.S. investors seem to have developed almost impossible expectations for AI hardware companies. Broadcom’s AI semiconductor revenue jumped to an impressive $16.7B in Q3, beating expectations on both revenue and earnings. Yet a slightly softer Q4 outlook was enough to send the stock down 6% after hours. 📉 #LastNFPBeforeFOMC #AVGODipsSNOWPops #RobinhoodChainRevenue

After N#BroadcomDellAIResults VIDIA, Broadcom and Dell have taken the stage consecutively, becoming the new round of earnings test windows for the AI industry chain. The market is looking forward to these two companies to verify the real returns of AI computing power and to judge whether the enthusiasm for AI capital expenditure can continue. $BTC $ETH $SOL #LaborMarketTestsWalsh #BTCGoldCorrelation