Premarket Stock Highlights: Oracle, GameStop, Novo Nordisk, Synopsys, and Others Making Significant Moves
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 10 2025
0mins
Should l Buy ORCL?
Source: CNBC
Oracle's Revenue Surge: Oracle's shares jumped 32% after reporting a staggering 1,529% growth in multicloud database revenue from major partners, despite weaker-than-expected fiscal first-quarter earnings.
GameStop's Earnings Report: GameStop's stock rose over 10% following a second-quarter earnings report of 25 cents per share on $972.2 million in revenue, with significant bitcoin holdings valued at $528.6 million.
Novo Nordisk Job Cuts: Shares of Novo Nordisk increased by 1% after the company announced it would cut approximately 9,000 jobs to streamline operations and focus on weight-loss and obesity treatments.
Mixed Results for Other Companies: AeroVironment's shares rose 2.8% after beating revenue expectations, while Synopsys saw a 23% drop in shares due to disappointing earnings and revenue results.
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Analyst Views on ORCL
Wall Street analysts forecast ORCL stock price to rise
34 Analyst Rating
25 Buy
9 Hold
0 Sell
Moderate Buy
Current: 156.480
Low
180.00
Averages
309.59
High
400.00
Current: 156.480
Low
180.00
Averages
309.59
High
400.00
About ORCL
Oracle Corporation offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. The Company operates through three businesses: cloud and license, hardware and service. Its cloud and license business is engaged in the sale, marketing and delivery of its enterprise applications and infrastructure technologies through cloud and on-premise deployment models including its cloud services and license support offerings, and its cloud license and on-premise license offerings. Its hardware business provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management and other hardware-related software to support diverse IT environments. Its services business provides services to customers and partners to help maximize the performance of their investments in Oracle applications and infrastructure technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Stable Download Figures: TikTok recorded 870,000 and 800,000 downloads in the two weeks post-announcement, while the new social platform UpScrolled saw a temporary surge followed by a sharp decline, indicating users' continued preference for TikTok over alternatives.
- No Significant Change in User Experience: Despite concerns over content censorship and algorithm adjustments, analysts note that users generally feel the TikTok experience remains unchanged, suggesting that any algorithm modifications have not led to user attrition but may present new opportunities for the platform.
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See More
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- Financial Risks: The substantial increase in spending has raised concerns regarding Oracle's debt, credit rating, free cash flow, and ability to fund projects, potentially jeopardizing its future financial stability.
- Investor Actions: Affected investors have until April 6, 2026, to request lead plaintiff status, with the law firm operating on a contingency fee basis, thereby minimizing litigation costs for investors.
See More
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Impact of AI: The rapid advancement of artificial intelligence has raised concerns among investors about the viability of traditional software models, particularly Software-as-a-Service (SaaS), leading to a reevaluation of company valuations.
Investment Opportunities: Despite the downturn, analysts suggest that the current market conditions may present opportunities for investors, particularly in companies that effectively integrate AI into their operations.
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See More
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- Significant Stock Decline: Following its Q4 earnings report, Amazon (AMZN) saw its stock drop 23% below all-time highs, trading at a price-to-earnings ratio of 25.8, which is near its lowest valuation in modern history, reflecting investor concerns over future cash flows.
- Capital Expenditure Forecast Sparks Panic: The company forecasts a staggering $200 billion in capital expenditures for 2026, while its operating cash flow for 2025 is only $139.5 billion, up 17%, prompting conservative investors to flee amid fears of potential negative free cash flow.
- Accelerating AWS Business Growth: Despite high spending, AWS's revenue growth rate accelerated from 20% in Q3 to 24% in Q4, indicating strong market demand and suggesting continued growth momentum in the coming years.
- Diversified Customer Base: AWS's diverse customer base mitigates risk; although OpenAI is a client, its future commitment to AWS is only $3.8 billion, a small fraction of Amazon's $244 billion backlog, underscoring Amazon's solid position and long-term growth potential in the cloud computing market.
See More
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- Spending Overview: The five largest hyperscalers, including Amazon, Alphabet, Microsoft, Meta, and Oracle, are projected to budget over $700 billion by 2026, reflecting a strong demand for building AI data centers and driving growth in related sectors.
- Capital Expenditure Growth: Amazon plans to spend $200 billion in 2026, a 56% increase from $128.3 billion in 2025; Alphabet's spending is expected to reach $180 billion, with a staggering 97% year-over-year growth, significantly enhancing its market competitiveness.
- Surge in Chip Demand: These five companies are set to spend over $450 billion on GPUs, CPUs, and other AI accelerator chips in 2026, creating substantial market opportunities for chipmakers, particularly for leading firms like Taiwan Semiconductor Manufacturing Company (TSMC).
- Long-Term Growth Outlook: TSMC has raised its annual revenue growth forecast for 2024-2029 from 20% to 25%, and with the rapid increase in AI chip demand, the potential for gross margin and profit growth in the coming years is substantial, making it a valuable investment despite its stock reaching all-time highs.
See More
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- Stock Plunge: Oracle's shares have fallen approximately 40% since late October, primarily due to investor concerns over its debt-financed AI data centers and heavy reliance on OpenAI workloads, indicating skepticism about its sustainable growth potential.
- Debt Financing Pressure: Despite raising tens of billions to expand capacity and promoting its role in training OpenAI models, the market is beginning to question the viability of this strategy, which was once seen as a transformative growth engine, reflecting a reassessment of its fundamentals.
- Microsoft's AI Burden: Microsoft's commercial cloud remaining performance obligations have surged to about $625 billion, with roughly 45% tied directly to OpenAI, raising concerns about its future financial health and potentially impacting its stock performance.
- Market Confidence Eroded: OpenAI CEO Altman's firm response to investor doubts starkly contrasts with market reactions, as stocks related to Oracle, Microsoft, and Broadcom have suffered steep declines due to skepticism surrounding OpenAI's commitments, despite Altman's assurances of steep revenue growth.
See More
