ORCL Oracle Corporation

Technology · Software - Infrastructure

Desk view

Watchingmedium conviction · entry reopen when the knife stops: the February low ($136) holds on this retest AND a +7% week prints off it — the bottom-pop signature the desk buys, instead of the falling edge it doesn't — not entered

Basis Open desk call ·Logged decision

Perspectives AI Capex Digestion

Updated Jul 17, 2026

Market read

Scan convergence 1 scan as of 2026-08-14 1 bear converging

POC $147.65 · VWAP $192.45 · -23.8% vs 12m avg buyer

collapse vol: normalgaps: overnight-shiftchurn: quiet as of Aug 17, 2026

Insiders selling 0 buy / 1 sell · Form 4, 90d latest sell HENLEY JEFFREY Jun 26, 2026

Coverage

6 related perspectives

Watchlists @bargain-bin @cloud-etf-holdings

ORCL Price Structure

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Peers

Every watchlist ORCL belongs to, members best 30-day change first — ORCL highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cloud-etf-holdings

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TEAM+69.7% -2.4%1d +4.3%7d

MDB+40.5% -4.7%1d +5.3%7d

WDAY+32.0% -3.8%1d +3.8%7d

SAP+30.7% -0.1%1d -0.3%7d

ZS+23.0% +0.5%1d +4.5%7d

SNOW+22.8% +0.4%1d -1.4%7d

ORCL+16.0% -2.6%1d -2.9%7d

INTU+15.3% -2.9%1d +0.3%7d

NOW+14.0% -5.1%1d -7.6%7d

CRM+11.8% -2.7%1d -3.3%7d

NET+10.6% -2.8%1d -1.1%7d

SNPS+7.5% -2.0%1d +0.3%7d

ADBE+7.1% -3.8%1d -6.9%7d

CRWD+5.3% -1.4%1d -5.0%7d

PANW+4.8% -2.2%1d -2.4%7d

CDNS-2.0% -0.4%1d -2.6%7d

FTNT-3.6% -2.6%1d -5.1%7d

HUBS-4.0% -4.0%1d -0.3%7d

OKTA-4.1% -2.8%1d -5.0%7d

DDOG-4.4% -3.2%1d -5.2%7d

@bargain-bin

View watchlist →

WDAY+32.0% -3.8%1d +3.8%7d

SAP+30.7% -0.1%1d -0.3%7d

PLTR+30.3% -0.9%1d -1.5%7d

MRVL+24.2% +5.5%1d +12.4%7d

ZS+23.0% +0.5%1d +4.5%7d

MSFT+22.0% -3.0%1d -5.0%7d

ANET+19.7% +1.5%1d +5.4%7d

ORCL+16.0% -2.6%1d -2.9%7d

INTU+15.3% -2.9%1d +0.3%7d

NOW+14.0% -5.1%1d -7.6%7d

ISRG+13.0% -1.1%1d -0.8%7d

BKNG+12.7% -3.4%1d -3.8%7d

CRM+11.8% -2.7%1d -3.3%7d

NVDA+10.9% -0.1%1d +3.4%7d

NFLX+10.3% -2.7%1d -0.3%7d

CEG+10.2% -1.5%1d +2.9%7d

TMO+10.0% -0.5%1d -2.3%7d

LRCX+9.8% +3.5%1d +12.3%7d

CME+9.3% -0.7%1d +1.6%7d

ASML+7.9% +2.1%1d +8.6%7d

ADBE+7.1% -3.8%1d -6.9%7d

DIS+6.0% -3.1%1d +0.3%7d

AVGO+5.8% -0.1%1d -7.1%7d

AMZN+5.7% -0.5%1d -6.0%7d

DPZ+4.1% -3.1%1d -3.6%7d

LOWE+4.0% -1.2%1d -1.4%7d

UBER+3.5% -1.3%1d -3.9%7d

AMD+2.1% -1.6%1d +7.8%7d

HON+2.0% -1.9%1d -5.5%7d

COST+1.5% -0.8%1d +0.1%7d

PEP+0.8% -1.8%1d +0.4%7d

DEE+0.5% -1.5%1d -1.5%7d

CAT+0.3% +2.9%1d +5.2%7d

WMTE+0.1% -0.8%1d +1.5%7d

HDE-0.3% -0.3%1d -3.5%7d

LULU-0.5% -3.2%1d -9.4%7d

GOOGL-0.8% -0.6%1d -3.8%7d

MCD-0.8% -2.7%1d -3.0%7d

KLAC-3.3% +1.0%1d +6.7%7d

QCOM-5.6% -2.2%1d 0.0%7d

SPGI-8.9% -2.0%1d -0.1%7d

NKE-10.7% -4.0%1d -7.2%7d

TSLA-10.9% -0.9%1d +2.5%7d

META-11.9% -3.5%1d -4.4%7d

TTD-27.9% -5.2%1d +0.2%7d

Desk commentary

Authored analysis and challenge notes tied to ORCL.

NoteDesk Jul 9, 2026

MSFT: no signal. ORCL: falling knife.

Next earnings ORCL reports in 23 days Sep 10

Last report Jun 10

Reported the quarter ending 2026-05-31: revenue $19.18B, diluted EPS $1.45, net income $4.53B (the desk's provider cache). Across the print the stock moved -10.6% (close before → first close after).

full note →

Against street estimates

How ORCL's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jun 10 · projection Aug 17

Result

Jun 10 1.962.11+7.5%Beat

Mar 10 1.691.79 GAAP ≠ +5.7%Beat

Dec 10 '25 1.642.26+38.0%Beat

Sep 9 '25 1.481.47 GAAP ≠ -0.6%In line

Jun 11 '25 1.641.70+3.4%Beat

Mar 10 '25 1.491.47 GAAP ≠ -1.4%In line

Dec 9 '24 1.481.47 GAAP ≠ -0.8%In line

Sep 9 '24 1.331.39 GAAP ≠ +4.3%Beat

News (last pull)

Headlines about ORCL from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 32 days ago · Jul 17

PR Newswire Jul 17 Baystate Health and Oracle Health Expand Strategic Collaboration to Create a Connected and Patient-Centered Care Experience
Zackson or before Jul 17 Oracle (ORCL) Suffers a Larger Drop Than the General Market: Key Insights
MarketBeaton or before Jul 17 Oracle Is a Critical AI Infrastructure Play With a Growing Backlog
MarketBeat Jun 10 Oracle (NYSE:ORCL) Issues Q1 2027 Earnings Guidance
Alpha Spread Dec 12 '25 Oracle Shares Fall After Filing Shows 21,000-Job Cut and 13% Workforce Drop

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

ORCL research tape

62 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

Aug 14, 2026 scan Washout-Turn Scan — 2026-08-14 Aug 14, 2026 deep dive ORCL Deep Dive — July 31, 2026 Aug 14, 2026 scan Bargain Bin Aug 13, 2026 scan Washout-Turn Scan — 2026-08-13 Aug 8, 2026 scan Bargain Bin

Aug 14 Scan Washout Turn Scan

ACHR ACN AEM AG AGI ALB ALMU AMPX +4 more

Aug 14 Deep Dive ORCL Deep Dive

ORCL

Aug 14 Scan Bargain Bin

MSFT GOOGL AMZN NVDA META TSLA CRM INTU +4 more

Aug 13 Scan Washout Turn Scan

AAUC ACHR ACN ADBE AEM AG AGI AI +4 more

Aug 8 Scan Bargain Bin

MSFT GOOGL AMZN NVDA META TSLA CRM INTU +4 more

Aug 4 Tweet KawzInvests — hyperscalers' $270bn debt raise is backed by $7 of signed backlog per $1 borrowed

MSFT ORCL GOOGL AMZN #ai-capex-digestion

Jul 31 Scan Bargain Bin

MSFT GOOGL AMZN NVDA META TSLA CRM INTU +4 more

Jul 28 Scan Bargain Bin

MSFT GOOGL AMZN NVDA META TSLA CRM INTU +4 more

Jul 25 Scan Bargain Bin

MSFT GOOGL AMZN NVDA META TSLA CRM INTU +4 more

Jul 18 Market Brief One Tape, Two Markets

AAUC AFRM AMBA APO AROC BOCT META ARM +4 more

Jul 17 Market Brief Software Leads, Memory Bleeds

ARGX ARKQ AVT AVTR BOTZ CSCO LASR META +4 more

Jul 17 Scan Bargain Bin

AAPL MSFT GOOGL AMZN NVDA META TSLA CRM +4 more

Jul 16 Market Brief Chips Out, Banks In

ARGX ARKQ AVT AVTR BOTZ CSCO LASR META +4 more

Jul 15 Market Brief The Index Held, the Chips Didn't

ARGX ARKQ AVT AVTR BOTZ CSCO META ABCL +4 more

Jul 13 Market Brief Biotech's Two Tiers, and Korea's Trap

ARGX ARKQ AVT AVTR BOTZ CSCO CGNX LASR +4 more

Jul 11 Scan Bargain Bin

AAPL MSFT GOOGL AMZN NVDA META TSLA CRM +4 more

Jul 7 Scan Bargain Bin

AAPL MSFT GOOGL AMZN NVDA META TSLA CRM +4 more

Jul 5 Article The Software Wipeout Is Mostly Fear — The Quality That's Actually on Sale

WDAY TEAM ZS TTD HUBS U PATH ORCL +2 more

Jun 26 Article Week in Review — The Rotation Gets a Name

SPY QQQ DIA IWM RSP MU SNDK AMAT #ai-capex-digestion #memory-supercycle #ai-power-bottleneck +4 more

Jun 26 Article Rotation Playbook — What to Buy, the MSFT-vs-GOOGL Tell, and the Midterm Question

GOOGL MSFT AAPL AMZN AVGO CRWD MU NOW +4 more

Jun 26 Article The Rotation Map — What Held, What Got Whacked, and the RSI-20 Trap

SNDK MU ALAB AMAT UNH ABBV ILMN CAT +4 more

Jun 26 Article Actions Daily Digest

GOOGL AAPL AMZN NVDA ARM NET MU SNDK +4 more

Jun 22 Article Daily Actions — R33 Full Scan (2026-06-18 anchor)

AMAT KLAC LRCX MU WDC STX GEV BE +4 more

Jun 22 Article Week in Review — The Rotation Down-Stack

BE GEV MU AMAT MRVL KLAC LRCX VST #ai-power-bottleneck #spacex-ipo-liquidity-event #memory-supercycle +4 more

Jun 10 Catalyst ORCL earnings

ORCL

Jun 5 Investigation Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence

BE SNDK CRWV IREN CORZ APLD RIOT CLSK #ai-power-bottleneck #memory-supercycle #optical-supercycle +4 more

Jun 5 Investigation Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay

BE SNDK CRWV IREN CORZ APLD RIOT CLSK #ai-power-bottleneck #optical-supercycle #memory-supercycle +4 more

Jun 1 Source $NVDA Vera CPU partner list from GTC Taipei. Early Adopters: OpenAI, Anthropic,

NVDA NBIS ORCL CRWV DELL HPE SMCI SNX

May 29 Scan Tech Insider Buys Scan

AAPL ADBE AMD AMZN ANET ARM ASAN ASML +4 more

May 29 Scan Insider Scan

AAPL ABBV ABNB ADBE AFRM AKAM AMD AMZN +4 more

May 29 Scan Bargain Bin Scan

AAPL ABBV ABNB ADBE AMD AMZN ANET ASML +4 more

May 27 Investigation Anthropic-SpaceX $15B/yr Cloud Services Contract

SPCX GOOGL AMZN MSFT ORCL NVDA AVGO NBIS #spacex-ipo-liquidity-event #ai-power-bottleneck #ai-power-delivery +4 more

Apr 28 Reddit OpenAI missed rev/user targets. $ORCL risk?

ORCL

Apr 27 Reference Claude-Momentum Playbook

ABBV AMZN ARM ASAN AVGO CRM CRSP CRWD +4 more

Apr 26 Scan Tech Insider Buys

AAPL ADBE AFRM AMD AMZN ARM ASAN ASML +4 more

Apr 10 Deep Dive ORCL Deep Dive

ORCL

Mar 31 Scan Cloud ETFs Scan

ADBE CDNS CLOU CRM CRWD DDOG FTNT HUBS +4 more

Mar 20 Article Market Status Report

ABBV ADBE AMKR AMZN ARKK ASE AVGO CEG +4 more

Mar 13 Article Market Status Report

AAPL ADBE AMD AMKR AMZN ARKK ASE AVGO +4 more

Mar 13 Deep Dive ORCL (Oracle Corporation)

ORCL

Mar 12 Article Market Status Report

ADBE AMZN ARKK AVGO CEG CLX CMG CRM +4 more

Mar 12 Deep Dive ORCL - Oracle Corporation Deep Dive

ORCL

Mar 12 Scan Cloud ETFs Scan

ADBE CDNS CLOU CRM CRWD DDOG FTNT HUBS +4 more

Mar 11 Article Market Status Report

ADBE AFRM AMZN ARKK ASE ASAN AVGO BNTX +4 more

Mar 11 Deep Dive ORCL - Oracle Corporation Deep Dive

ORCL

Mar 11 Scan Insider Activity Scan

AAPL ABBV ABNB ADBE AFRM AKAM AMD AMZN +4 more

Mar 10 Article Market Status Report (UPDATED w/ Fresh Close Prices)

ADBE AMD AMZN ARKK ASE ASAN AVGO CEG +4 more

Mar 10 Deep Dive ORCL - Oracle Corporation Deep Dive

ORCL

Mar 10 Scan Bargain Bin Scan

ABNB ADBE CAT CRM DIS GE HDE ISRG +4 more

Mar 3 Article Market Status Report

ADBE AMD AMZN ARKK ASE ASAN ASML AVGO +4 more

Mar 3 Deep Dive ORCL - Oracle Corporation Deep Dive (NEW)

ORCL

Mar 3 Scan Insider Activity Scan

AAPL ABNB ADBE AFRM AMD AMZN ASAN AVGO +4 more

Mar 3 Scan Bargain Bin Scan

AAPL ABBV ABNB ADBE AMD AMZN ANET ASML +4 more

Mar 3 Article Daily Actions

ADBE AMD AMZN ARKK ARM ASE ASAN ASML +4 more

Feb 26 Article Market Status Report

ADBE AFRM AMD AMZN ARKK ASE ASAN BE +4 more

Feb 26 Scan Bargain Bin Scan

AAPL ABBV ABNB ADBE AMD AMZN ANET ASML +4 more

Feb 26 Scan AI Scan

AMAT AMZN ARM ASML AVGO GOOGL META MRVL +4 more

Feb 26 Article Daily Actions

ADBE AFRM AMD AMZN ARKX ARM ASAN AVGO +4 more

Feb 22 Article Market Status Report

ADBE AMD AMZN ARKK ASE ASAN AVGO BE +4 more

Feb 22 Scan Bargain Bin Scan

AAPL ABBV ADBE AMD AMZN ANET ASML AVGO +4 more

Feb 22 Article Daily Actions

ADBE AMD AMZN ARKK ARM ASAN BE CRM +4 more

Feb 3 Scan Cloud ETFs

ADBE CDNS CLOU CRM CRWD DDOG EDA FTNT +4 more