$Oracle(ORCL)$ The AI rally is

$Oracle(ORCL)$ The AI rally is no longer driven by hype — earnings now decide the next move. This week, Oracle (ORCL) becomes one of the most important reality checks for the entire AI sector.

Why this matters:

• Oracle reflects real enterprise AI usage, not just chip demand • Markets are priced for near-perfect growth • Even “good but not great” guidance could trigger an AI pullback • A strong beat = next leg up for AI stocks • Weak cloud growth = valuation reset risk

Nvidia shows AI supply. Oracle shows AI demand.

This is a volatility event, not just an earnings report.

✅ Breakout → momentum continues ❌ Rejection → short-term AI top

AI’s next chapter may be decided by Oracle.

💬 Bullish confirmation or reality check — what’s your view?

Oracle Deepens AI Anxiety: Will It Accelerate the Sell-Off?

Oracle reported its fiscal Q2 2026 results after the market closed on Wednesday, with revenue and cloud revenue both falling short of analyst expectations. The company also posted –$10 billion in free cash flow for the quarter. At the same time, Oracle raised its full-year capital expenditure guidance, saying it now expects to spend about $15 billion more than previously planned. These updates triggered a sharp reaction in the market — Oracle’s share price plunged more than 10%.

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