ORCLBULLISHFLIPPEDWSJ WHAT'S NEWS · BEARISH IN JULY → BULLISH IN SEPTEMBER

Oracle's AI cloud contracts signal strong demand

Oracle's earnings beat was highlighted by sharply higher profit and revenue, with its cloud infrastructure business more than doubling and booking over $30 billion in additional AI cloud contracts.

WSJ What's News, with Iran

WSJ WHAT'S NEWS CHANGED ITS VIEW

BEARISH FOR 8 WEEKS, THEN THE TURN

THEN19 JUL · BEARISHRising local opposition, moratoriums, and stricter environmental regulations threaten to slow the rapid capital deployment for AI data center expansion.NOW10 SEP · BULLISHOracle's earnings beat was highlighted by sharply higher profit and revenue, with its cloud infrastructure business more than doubling and booking over $30 billion in additional AI cloud contracts.

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