Nasdaq Soars 1.3% to Achieve New Intraday Peak; Arm Climbs 9%, Micron Hits Record High with 6% Surge, AMD Up Over 4%, and Broadcom, Oracle, and Palantir Each Rise Over 3%.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy ORCL?
Source: moomoo
Nasdaq Performance: The Nasdaq rose by 1.3%, reaching a new intraday high.
Key Stock Movements: Arm jumped 9%, Micron surged 6% to a record high, and AMD gained over 4%.
Other Notable Increases: Companies like Broadcom, Oracle, and Palantir all saw increases of more than 3%.
Market Trends: The overall market shows positive momentum with significant gains in major tech stocks.
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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: 173.280
Low
180.00
Averages
309.59
High
400.00
Current: 173.280
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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See More
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- Market Demand Drivers: Bloom Energy's solid oxide fuel cells are favored for their rapid deployment capabilities, especially amid the explosive growth in AI data centers, where power availability is critical, allowing data centers to install Bloom's Energy Servers in as little as 90 days.
- Expanding Customer Base: Major tech companies like Oracle have chosen Bloom Energy for their data centers, indicating the increasing value of Bloom in the market, although its price-to-earnings ratio stands at a high 167, raising questions about its ability to sustain success depending on the longevity of the AI supercycle.
See More
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- Market Reaction Analysis: A critical question for investors is whether the current stock price reflects a rare discount or if Oracle still needs to prove that its massive spending will yield tangible returns.
- Investor Confidence: Although Oracle's market performance may be perceived as conservative, its investments in AI could attract long-term growth-seeking investors, thereby enhancing the company's future market value.
- Future Outlook: As AI technology continues to evolve, Oracle's strategy may significantly alter its market position in the coming years, propelling the company onto a higher growth trajectory.
See More
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- AI Strategy Advancement: Oracle is aggressively pushing its AI strategy, and while the market views its traditional tech with skepticism, this initiative could unlock growth potential beyond expectations.
- Market Performance Analysis: As of April 21, 2026, Oracle's stock price has drawn investor attention, with a cautious sentiment prevailing regarding whether its massive spending will yield returns, indicating a divergence in investor outlook.
- Investment Advisory Warning: Despite Oracle's significant position in technology, it was not included in the current best stock picks by The Motley Fool Stock Advisor analyst team, reflecting a cautious market sentiment about its future performance.
- Historical Return Comparison: Compared to historically high-performing companies like Netflix and Nvidia, Oracle's investment returns have yet to gain widespread market recognition, highlighting the challenges it faces in a competitive landscape.
See More
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- Oracle's Strong Growth: In Q3 of fiscal 2026, Oracle's cloud computing revenue surged 44% year-over-year to $8.9 billion, driving overall sales up 22% to $17.2 billion, indicating robust customer demand for AI infrastructure and solidifying its market position.
- ServiceNow's Platform Advantage: Despite a more than 30% drop in ServiceNow's stock price in early 2026, its Q1 sales grew 22% year-over-year to $3.8 billion, with a projected 22% growth in subscription sales for Q2, demonstrating its competitiveness in the AI era.
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- Increased Investment Appeal: The significant stock price declines of Oracle, ServiceNow, and Atlassian have drawn investor attention to their current valuation levels, with all three companies viewed as worthwhile AI growth stocks to buy and hold for the long term, reflecting market recognition of their future growth potential.
See More
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- Surge in Capital Expenditure: By 2026, the top five U.S. hyperscalers, including Microsoft, Alphabet, Meta, Oracle, and Amazon, are projected to collectively invest $720 billion in AI infrastructure, marking a significant shift of AI technology from experimental phases to becoming a backbone of the global economy, reflecting strong confidence in future markets.
- Intensifying Market Competition: As demand for AI computing power skyrockets, hyperscalers must significantly invest in new data centers to avoid becoming mere utilities, ensuring they can deliver advanced services and maintain market share amidst fierce competition.
- Investment Strategy Divergence: Microsoft and Alphabet's AI infrastructure spending is closely aligned with their high-margin application layers, effectively attracting users and accelerating revenue growth, while their competitors' expenditures are more about maintaining existing market shares, lacking immediate growth drivers.
- Focus on Infrastructure Development: A substantial portion of the funding will be allocated to constructing data centers specifically designed for AI workloads, which will surpass traditional cloud campuses in power and cooling capabilities, ensuring they can meet the rapidly increasing demands of AI in the future.
See More
