#OracleAICloudUp121%
About OracleAICloudUp121%
Oracle reported OCI AI cloud revenue up 121% year over year, accelerating from 93% last quarter, with both revenue and EPS beating estimates. Remaining performance obligations grew from $638B to $664B. Data center capex remains high and free cash flow is still pressured, but Oracle raised guidance. Adobe also beat and raised its full-year outlook, though the market stays cautious on AI monetization. The question is shifting from who spends most to who delivers.
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OracleAICloudUp121% Популярные публикации
#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
#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 #SeptHikeOddsHit90% #BTCSpotETF450MOutflow #OracleAICloudUp121%
#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'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
#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 latest earnings show the market is starting to reward real AI execution, not just hype. AI cloud revenue jumped 121% YoY, while RPO climbed to $664B and guidance improved. Adobe also beat estimates, yet shares fell as investors demand stronger AI monetization and cash flow. For BTC, massive AI capex keeps liquidity expansion relevant, but near-term direction still depends on inflation, rates, and tonight’s CPI. Execution matters more than promises
漂泊的蟹老板
9.11｜Движение BTC и ETH в утренней сессии
Сегодня стратегия торговли очень ясна: преимущественно шортить на отскоках с высоких уровней, перед публикацией CPI не стоит входить в лонг
$BTC сейчас консолидируется около 76800, вчера PPI вырос на 5.4% в годовом выражении, превысив ожидания, что вызвало падение с 78900 до 76500. Проблема не в свечах, а в том, что вероятность повышения ставок выросла до 70%, после неудачных попыток пробоя выше 80000 лонги были ликвидированы. Если CPI окажется выше ожиданий, падение может продолжиться
$ETH сейчас около 2440, движение синхронизировано с BTC
Главный фактор сегодня вечером — CPI США за август. Если базовая инфляция не снизится, BTC может протестировать 76500, а возможно и 75000
Текущая торговая стратегия:
BTC: шортить в диапазоне 77500-78500, цель 75000-76500
ETH: шортить в диапазоне 2470-2520, цель 2320-2410
Если BTC с большим объемом пробьет 82300, шорты отменяются, не стоит идти против тренда
Как вы думаете, после выхода CPI BTC сначала упадет до 75000 или сразу отскочит к 80000?
#OKX星球话题来啦
#波动雷达：币种异动观察
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Снимок на 11 сент. 2026 г., 08:37
#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.
ADOBE $ADBE JUST REPORTED Q3 EARNINGS
- Revenue: $6.8B, beating est. of $6.69B 🟢
- Adj EPS: $6.13, beating est. of $6.09 🟢
- GAAP EPS: $4.62 (+11% YoY)
- ARR: $27.5B
- Non-GAAP Operating Income: $3.0B
- RPO: $22.2B
- cRPO: 67%
- AI-first ARR Growth: 150%+
Q4 Guidance:
- Revenue: $6.80B-$6.85B, in line with est. of $6.84B 🟡
- EPS: $6.30-$6.35, in line with est. of $6.32 🟡
Raises FY26 Guidance:
- Revenue: $26.58B-$26.63B, above est. of $26.51B 🟢
- EPS: $24.45-$24.50, above est. of $24.36 🟢
- ARR Growth: 10.2% YoY
Oracle earnings tonight could set the tone for AI infrastructure.
$ORCL estimates: ~$19.1B revenue, $1.74 EPS.
Watch OCI growth, the $638B backlog conversion, and massive AI capex.
Strong results could boost AI/semis; a miss could pressure the sector.
$ORCL $SNDK
#ZECBreaksIntoTop10 #SamsungHynix10DaySupply #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