Why Oracle Shares Are Trading Higher By Around 8%; Here Are 20 Stocks Moving Premarket
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 12 2025
0mins
Source: Benzinga
Oracle Corporation Financial Results: Oracle's shares rose 7.6% in pre-market trading after reporting fourth-quarter revenue of $15.9 billion and adjusted earnings of $1.70 per share, both exceeding analyst expectations.
Pre-Market Stock Movements: Several stocks experienced significant changes in pre-market trading, with Healthcare Triangle, Inc. surging 141.3% and Intensity Therapeutics, Inc. plummeting 47.7% following their respective announcements.
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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: 203.700
Low
180.00
Averages
309.59
High
400.00
Current: 203.700
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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- AI and Wealth Creation: Analysts suggest that AI could create the world's first trillionaire, a notion that has sparked widespread market interest in AI technology, potentially impacting the stock performance of related companies.
- Investment Recommendations: Despite Oracle's strong performance in technology, it was not included in the current list of top investment stocks by The Motley Fool's analyst team, indicating a cautious market sentiment regarding its future performance.
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- Oil Price Warning: ExxonMobil has warned that oil inventories are on track to reach dangerously low levels in the coming weeks, forcing prices to spike and curbing demand, reflecting market concerns over energy supply.
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- Investor Reliance on Index Funds: Cramer highlighted that many investors are overly reliant on index funds and ETFs, which prevents them from capitalizing on significant gains in individual stocks, stressing that this strategy limits their investment opportunities.
- Overlooking Obvious Opportunities: Cramer believes that investors often dismiss opportunities because the investment thesis seems too obvious, particularly in the AI space, where other companies like Salesforce, Oracle, and Microsoft could also benefit from successful AI strategies.
- Profitability of AI Leaders: Unlike the speculative companies during the 2000 internet bubble, Cramer asserts that today's AI leaders are largely profitable businesses generating substantial earnings and cash flow, urging investors not to overlook this market opportunity.
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- Skepticism Towards Obvious Themes: He argues that investors often dismiss seemingly 'obvious' investment opportunities, suggesting that companies like Salesforce, Oracle, and Microsoft could also capitalize on AI strategies, thus missing out on market potential.
- Shadow of the Dot-Com Bust: Cramer notes that many investors remain scarred by the 2000 internet stock collapse, causing them to overlook opportunities with profitable companies, particularly in the memory and storage sectors.
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- Oracle's Steady Growth: Although Oracle is growing at a slower pace, it is expected to see a 20% year-over-year revenue increase in Q4 of fiscal 2026, reaching $19.1 billion, with a 21.7% revenue rise in Q3, showcasing its strong performance in the cloud computing sector.
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- Diverse Investment Strategy: The fund invests not only in publicly traded companies expected to benefit from AI adoption but also backs startups like Anthropic, while also taking smaller short positions against industries that may be disrupted by AI, showcasing its adaptive market response capabilities.
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Oracle's Major Investment in Data Centers
- Data Center Investment: Oracle is making significant investments in building data centers, although specific amounts are not disclosed, this move underscores its commitment to the cloud computing and AI markets, aiming to enhance its competitive position.
- AI and Wealth Creation: Analysts suggest that AI could create the world's first trillionaire, a notion that has sparked widespread market interest in AI technology, potentially impacting the stock performance of related companies.
- Investment Recommendations: Despite Oracle's strong performance in technology, it was not included in the current list of top investment stocks by The Motley Fool's analyst team, indicating a cautious market sentiment regarding its future performance.
- Historical Return Comparison: According to The Motley Fool, previously recommended stocks like Netflix and Nvidia yielded impressive returns of $472,852 and $1,317,207 respectively, highlighting the importance of stock selection in investment strategies.
See More
US-Iran Conflict Escalates, Oil Prices Surge Amid Economic Uncertainty
- Escalation of US-Iran Conflict: Following weeks of paused action, the US and Iran have resumed airstrikes, complicating hopes for a permanent resolution to the conflict, which is impacting global oil supplies and market sentiment.
- Strong Stock Market Performance: Despite rising geopolitical tensions, both the S&P 500 and Nasdaq Composite closed at record highs, primarily driven by a surge in AI-related stocks, indicating strong market confidence in the technology sector.
- Oil Price Warning: ExxonMobil has warned that oil inventories are on track to reach dangerously low levels in the coming weeks, forcing prices to spike and curbing demand, reflecting market concerns over energy supply.
- Wealthy Investors Pulling Out: According to the UBS Global Family Office Report, 60% of family offices plan to adjust their investment allocations in the next year, with many reducing US holdings and increasing exposure to emerging markets, highlighting a growing trend of 'de-dollarization'.
See More
Investors Missing Out on Market Winners
- Market Surge: Snowflake's stock surged approximately 36% on Thursday following strong earnings and a $6 billion commitment to Amazon Web Services, indicating robust growth potential in the cloud computing sector.
- Investor Reliance on Index Funds: Cramer highlighted that many investors are overly reliant on index funds and ETFs, which prevents them from capitalizing on significant gains in individual stocks, stressing that this strategy limits their investment opportunities.
- Overlooking Obvious Opportunities: Cramer believes that investors often dismiss opportunities because the investment thesis seems too obvious, particularly in the AI space, where other companies like Salesforce, Oracle, and Microsoft could also benefit from successful AI strategies.
- Profitability of AI Leaders: Unlike the speculative companies during the 2000 internet bubble, Cramer asserts that today's AI leaders are largely profitable businesses generating substantial earnings and cash flow, urging investors not to overlook this market opportunity.
See More
Investors May Be Missing AI Market Winners
- Investor Reliance on Index Funds: Cramer highlights that many investors are overly dependent on index funds and ETFs, which prevents them from benefiting from significant individual stock movements, as evidenced by Snowflake's 36% surge following strong earnings.
- Skepticism Towards Obvious Themes: He argues that investors often dismiss seemingly 'obvious' investment opportunities, suggesting that companies like Salesforce, Oracle, and Microsoft could also capitalize on AI strategies, thus missing out on market potential.
- Shadow of the Dot-Com Bust: Cramer notes that many investors remain scarred by the 2000 internet stock collapse, causing them to overlook opportunities with profitable companies, particularly in the memory and storage sectors.
- Prospects of AI Data Center Boom: He emphasizes that the current AI market is fundamentally different from the speculative internet companies of the late 1990s, asserting that the AI data center boom is far from over, urging investors to seize this market opportunity.
See More
Palantir and Oracle Show Divergent Performance in AI Boom
- Palantir's Rapid Growth: In Q1 2026, Palantir's revenue surged 85% year-over-year to $1.6 billion, with U.S. commercial revenue skyrocketing 133% to $595 million, indicating strong adoption of its AI platform and robust market demand.
- Strong Profitability: Palantir boasts an adjusted operating margin of 60% and a free cash flow margin of 57%, alongside a net dollar retention rate of 150%, highlighting its success in expanding spending from existing customers and enhancing business sustainability.
- Oracle's Steady Growth: Although Oracle is growing at a slower pace, it is expected to see a 20% year-over-year revenue increase in Q4 of fiscal 2026, reaching $19.1 billion, with a 21.7% revenue rise in Q3, showcasing its strong performance in the cloud computing sector.
- Capital Expenditure Pressure: Oracle anticipates capital expenditures of around $50 billion for fiscal 2026 and plans to raise $45 billion to $50 billion for data center expansion, which, despite creating cash pressure, positions the company for significant growth potential driven by strong future AI cloud demand.
See More
Aschenbrenner's Major Investment in Nebius Sparks Wall Street Attention
- Portfolio Highlight: Aschenbrenner's hedge fund, Situational Awareness, holds 12.4 million Class A shares of Nebius, representing a 5.6% stake, making it the fund's largest equity investment, reflecting strong confidence in the cloud computing sector.
- Fund Size and Background: As of the end of March, Situational Awareness reported approximately $4 billion in investments, and despite Aschenbrenner's lack of professional money management experience, the fund has garnered support from several prominent tech and investment figures, indicating its potential in the AI space.
- Diverse Investment Strategy: The fund invests not only in publicly traded companies expected to benefit from AI adoption but also backs startups like Anthropic, while also taking smaller short positions against industries that may be disrupted by AI, showcasing its adaptive market response capabilities.
- Market Risk Management: Situational Awareness disclosed sizable put-option positions linked to Nvidia, Broadcom, and others, indicating a proactive approach to hedge against overheated market risks while pursuing returns, ensuring the stability of its investment portfolio.
See More
