$Amazon.com(AMZN)$ Generac is up more than 30% after hours after disclosing a long-term agreement to supply backup-power generators for Amazon data centers. Initial deliveries are expected to total roughly $2.4B during 2027-2028, while purchases under the agreement could ultimately reach $8B. The deal also includes warrants allowing an Amazon subsidiary to acquire up to roughly 1.69M $Generac(GNRC)$ shares. This looks like a material new AI/data-center infrastructure catalyst, and it further highlights how AI spending is expanding beyond chips into power generation.
$Oracle(ORCL)$ ORCL closed in the green. Those who were hoping for a pullback are probably disappointed right now. The interest rate move didn't knock it down either. I think ORCL could make its way into the 170s before this week is over.
$Amazon.com(AMZN)$ I remember the endless run of negative headlines: the rocket explosion, Bezos selling shares, lawsuits, war, treasury yield warnings, capex concerns, and so on. Who is behind the constant FUD? It is the billionaires who want to buy shares cheap before the stock takes off. Keep that in mind and watch what I said. I would not be surprised if the FUD disappears one day and gets replaced by a flood of positive news. The narrative always seems rigged, and the people writing those stories are paid by them. They do not care about any of it. The short-term and long-term sentiment is bullish all the way.
$Oracle(ORCL)$ This has to be one of the biggest jokes in history. It's not back at $200 yet, and even the CEO isn't selling because he knows this is a gem.
$Oracle(ORCL)$ What more could you ask for? A quadruple beat on earnings, the lowest price in 3 months and year over year, layoffs announced, no equity-based capex expense going forward, no promoter selling, huge backlogs, and US government support.
$Oracle(ORCL)$ Last Friday's volume was 74M, and the latest session came in at 42M, nearly half of that. To me, that's another sign selling pressure has dropped significantly, and I think ORCL could slowly work its way back toward the 170s by this Friday. I also got in at 143.5 and I'm not too worried about it.
$Oracle(ORCL)$ rejected the premarket high, then broke the 34/50 cloud and premarket low, confirming the gap-fill setup toward yesterday’s high. Yesterday’s high aligned with the MTF cloud bounce, creating a clean and repeatable setup.
$Microsoft(MSFT)$ Breaking above $500 on that massive 38GW data center buildout news. Aggressive 0DTE call sweeps are piling in, pushing it up about 2.6% today and about 3.2% over the last 5 days. Around $1.9M in options premium today, and 94% of it is in at or near the money call sweeps around $500 to $505. Intraday longs might catch the momentum wave here, but risk needs to stay tight if those 0DTE flows start to unwind. Options flow is nearly balanced with 49% puts, and big players are still hedging downside with October and mid-2027 put blocks. Swing traders might want to consider defined risk bullish plays instead of going all in.