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$ORCL
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116 stories mentioning OracleUpdated 5d ago

Oracle trades amid a broad market rally and tech-sector gains driven by progress toward a US-Iran peace agreement and softer inflation data.

Asia Markets

US Equity Indexes Retreat as Sell-Off in Semiconductors Coincides With Surge in Crude Oil

US equity indexes declined on Tuesday as a slide in semiconductors hit technology, while worsening Middle East geopolitics boosted crude oil prices.The Nasdaq Composite dropped 0.9% to 24,663.80, and the S&P 500 slid 0.5% to 7,138.80, retreating from recent record highs as the so-called artificial intelligence-trade wobbled. The Dow Jones Industrial Average slipped by almost 0.1% to 49,141.93.Microsoft-backed (MSFT) OpenAI recently missed its own targets for new users and revenue, The Wall Street Journal reported late Monday, citing people familiar with the matter. Chief Financial Officer Sarah Friar expressed concern that OpenAI may not be able to pay for future computing contracts if sales fail to grow fast enough, the news report said, citing the people.Among companies with a market capitalization of more than $200 billion, the worst performers were largely semiconductor names, including Arm Holdings (ARM), Applied Materials (AMAT), Arista Networks (ANET), Broadcom (AVGO), and Oracle (ORCL), according to data compiled by Finviz.Meanwhile, the United Arab Emirates will leave the Organization of the Petroleum Exporting Countries and its more expanded version, OPEC+, effective May 1, the Emirates News Agency reported.This comes as Iran's latest proposal to end the war in the Middle East has left US President Donald Trump unhappy with the offer, leaving the deadly conflict in a continuing state of deadlock, Reuters reported Tuesday, citing an unnamed US official.Iran's offer included a reopening of the Strait of Hormuz in return for lifting the US blockade of Tehran's ports and deferring talks over its nuclear program. This comes as weekend talks expected to be held in Pakistan between Iran and the US failed to materialize."Alarm bells will ring loudly if the [Strait of Hormuz] doesn't reopen during May," Bjarne Schieldrop, chief analyst of commodities at SEB Research, said in a note. "Spot crude and product prices will trade higher and higher. And if a decent reopening doesn't take place before June/July, then the risk is significant for a real crisis where the world may be forced to reduce its oil consumption closer to the level of availability."West Texas Intermediate crude oil futures jumped 3.7% to $99.96, and Brent crude futures advanced 2.7% to $111.16.In precious metals, gold futures dropped 1.8% to $4,608.7, and silver futures slumped 2.6% to $73.05, as higher crude oil prices raised inflation concerns.Most US Treasury yields rose, with the 10-year steady at 4.34% and the two-year climbed 2.3 basis points to 3.83%.In economic news, the Conference Board's measure of consumer confidence rose to 92.8 in April from an upwardly revised 92.2 reading in March, compared with a decrease to 89.0 expected in a Bloomberg-compiled poll. The survey was conducted from April 1 to April 22, which included the temporary two-week Iran ceasefire.The Richmond Fed's monthly manufacturing index rose to 3 in April from 0 in March, above expectations for 1 in a Bloomberg-compiled survey.The Case-Shiller National Home Price Index rose by 0.3% in February before seasonal adjustment, following a 0.2% decrease in January.

Dow JonesNasdaq CompositeS&P 500$AMAT$ANET$ARM$AVGO$MSFT$ORCL
US Markets

Concerns Fueled by OpenAI Report Overblown as Demand Remains Strong, Wedbush Says

OpenAI continues to see strong enterprise demand, Wedbush Securities said, dismissing growth concerns that surfaced after a report showed that the ChatGPT parent missed its sales targets.Shares of several chip makers came under pressure Tuesday, including Nvidia (NVDA), Broadcom (AVGO) and Advanced Micro Devices (AMD), as The Wall Street Journal reported that OpenAI recently fell short of its own targets for new users and revenue.Chief Financial Officer Sarah Friar told other companies that OpenAI may not be able to pay for computing contracts if revenue growth doesn't accelerate, The Journal reported. OpenAI is aiming for an initial public offering, according to media reports."Overall, we believe OpenAI has been tracking very high demand on both the consumer and enterprise front and we strongly disagree with the notion that growth is weakening," Wedbush analyst Dan Ives wrote in a client note Tuesday. "We believe that recent concerns around OpenAI are overblown with the company having enough capital to fulfill its compute capacity needs over at least the next three years following the company's recent $122 billion funding round."The brokerage allayed concerns particularly about Oracle (ORCL), which counts OpenAI among its largest cloud customers. OpenAI in September 2025 signed a deal to purchase $300 billion in computing power from Oracle over a five-year period, The Journal reported at the time.That deal, which reflects the bulk of Oracle's $553 billion backlog, is expected to drive $30 billion in revenue for the cloud computing company, according to Wedbush.Oracle shares declined 3.6% in late Tuesday afternoon trade, and have slumped about 14% so far this year."We believe the pullback in (Oracle) shares represent a solid buying opportunity with OpenAI set to go public by the end of this year providing the company with fresh access to capital from public markets," Ives said.Last month, Oracle reported fiscal third-quarter results that surpassed Wall Street's estimates, buoyed by strong demand for cloud computing amid an artificial intelligence boom. Earlier this year, the company said it was planning to raise up to $50 billion to expand its cloud infrastructure business and add capacity to meet demand from some of the largest tech companies.Price: $166.51, Change: $-6.46, Percent Change: -3.73%

$AMD$AVGO$NVDA$ORCL
Japan

US Equity Indexes Decline Amid Sharp Sell-Off in Semiconductors, Rising Crude Oil

US equity indexes traded lower ahead of Tuesday's close as a decline in semiconductor shares crushed technology and worsening Middle East geopolitics pushed crude oil futures higher.The Nasdaq Composite dropped 0.9% to 24,675.1, and the S&P 500 slid 0.5% to 7,138.2. The Dow Jones Industrial Average slipped 0.1% to 49,124.9.Microsoft-backed (MSFT) OpenAI recently missed its own targets for new users and revenue, The Wall Street Journal reported late Monday, citing people familiar with the matter. Chief Financial Officer Sarah Friar expressed concern that OpenAI may not be able to pay for future computing contracts if sales fail to grow fast enough, the news report said, citing the people.Among companies with a market capitalization of more than $200 billion, the worst performers were largely semiconductor names, including Arm Holdings (ARM), Applied Materials (AMAT), Arista Networks (ANET), Broadcom (AVGO), and Oracle (ORCL), according to data compiled by Finviz.Meanwhile, the United Arab Emirates will leave the Organization of the Petroleum Exporting Countries and its more expanded version, OPEC+, effective May 1, the Emirates News Agency reported.This comes as Iran's latest proposal to end the war in the Middle East has left President Donald Trump unhappy with the offer, leaving the deadly conflict in a continuing state of deadlock, Reuters reported Tuesday, citing an unnamed US official.West Texas Intermediate crude oil futures jumped 3.7% to $99.96, and Brent crude futures advanced 2.7% to $111.16.

Dow JonesNasdaq CompositeS&P 500$AMAT$ANET$ARM$AVGO$MSFT$ORCL
Sectors

Sector Update: Tech Stocks Fall Late Afternoon

Tech stocks fell late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) dropping 1.5% and the State Street SPDR S&P Semiconductor ETF (XSD) slumping 4.4%.The Philadelphia Semiconductor index shed 3.3%.In corporate news, OpenAI recently missed its own targets for new users and revenue, the Wall Street Journal reported late Monday, citing people familiar with the matter. Tech bellwether Nvidia (NVDA) fell 1.2%, Broadcom (AVGO) dropped 4.2%, Advanced Micro Devices (AMD) shed 3.1%, Oracle (ORCL) lost 3.6%, and Intel (INTC) declined 1.4%.Lam Research (LRCX), Applied Materials (AMAT) and KLA (KLAC) were among the chip equipment companies believed to have received a letter last week from the US Department of Commerce ordering them to halt certain tool shipments to China's second-largest chipmaker Hua Hong, Reuters reported. Lam declined 3%, Applied Materials dropped 5.1%, and KLA shed 4.1%.Amazon.com (AMZN) plans to make OpenAI's artificial intelligence models available to its customers after Microsoft (MSFT) relinquished its exclusive rights to resell the ChatGPT maker's products, Bloomberg reported Tuesday, citing Amazon Web Services CEO Matt Garman in a Bloomberg Television interview. Amazon shares were down 0.6%, and Microsoft rose 0.6%.Spotify Technology (SPOT) reported stronger-than-expected Q1 profit, but its premium subscriber growth and outlook disappointed investors. The stock fell 12%.

$AMAT$AMD$AMZN$AVGO$INTC$KLAC$LRCX$MSFT$NVDA$ORCL$SPOT
Sectors

Sector Update: Tech Stocks Fall Tuesday Afternoon

Tech stocks fell Tuesday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) dropping 1.8% and the State Street SPDR S&P Semiconductor ETF (XSD) slumping 4.5%.The Philadelphia Semiconductor index shed 3.7%.In corporate news, OpenAI recently missed its own targets for new users and revenue, the Wall Street Journal reported late Monday, citing people familiar with the matter. Tech bellwether Nvidia (NVDA) fell 2.2%, Broadcom (AVGO) dropped 4.7%, Advanced Micro Devices (AMD) shed 2.7%, Oracle (ORCL) lost 3.8%, and Intel (INTC) declined 1.7%.Lam Research (LRCX), Applied Materials (AMAT) and KLA (KLAC) were among the chip equipment companies believed to have received a letter last week from the US Department of Commerce ordering them to halt certain tool shipments to China's second-largest chipmaker Hua Hong, Reuters reported. Lam declined 3.5%, Applied Materials dropped 5.5%, and KLA shed 3.5%.Spotify Technology (SPOT) reported stronger-than-expected Q1 profit, but its premium subscriber growth and outlook disappointed investors. The stock fell 13%.

$AMAT$AMD$AVGO$INTC$KLAC$LRCX$NVDA$ORCL$SPOT
US Markets

Equities Mostly Lower Intraday as OpenAI Report Sparks Tech Sell-Off

US benchmark equity indexes were mostly lower intraday, with technology stocks under pressure following a report that OpenAI missed its sales target, while oil prices rose.The Nasdaq Composite was down 1.3% at 24,575.3 after midday Tuesday, while the S&P 500 shed 0.7% to 7,127. The Dow Jones Industrial Average rose 0.2% to 49,268.9. Among sectors, technology saw the steepest decline, shedding 1.9%, while energy paced the gainers.Tech bellwether Nvidia (NVDA) was down 3% intraday, the worst performer on the Dow. Broadcom (AVGO), Advanced Micro Devices (AMD), Oracle (ORCL), and Intel (INTC) also declined. Microsoft (MSFT), however, was up 0.7%.OpenAI recently missed its own targets for new users and revenue, The Wall Street Journal reported, citing unnamed sources."The WSJ in part frames this story as a concern for datacenter spend, with OpenAI having over invested while sales are slowing," Wedbush Securities analyst Matt Bryson said in a note e-mailed to. "We believe infrastructure demand remains robust, driven in large part by (artificial intelligence) usage growth, creating a broad based demand driver for semiconductor and component vendors."In other company news, Coca-Cola (KO) lifted its full-year earnings growth outlook on Tuesday as the beverages giant posted fiscal first-quarter results above market expectations amid pricing and volume gains. The stock was up 6.3% intraday, the best performer on the Dow and the second-biggest gainer on the S&P 500.Spotify Technology (SPOT) shares were down 13% after the audio-streaming platform's premium subscriber growth and outlook disappointed investors.West Texas Intermediate crude was up 3.6% at $99.84 per barrel, while Brent crude climbed 2.8% to $111.34.US President Donald Trump and national security officials are skeptical of Iran's new offer to open the Strait of Hormuz and delay talks on uranium enrichment, The Journal reported, citing American officials.Elsewhere in the world, the United Arab Emirates has decided to leave the Organization of the Petroleum Exporting Countries on Friday, in a move that Rystad Energy said makes the cartel "structurally weaker."The UAE is one of the few OPEC members, including Saudi Arabia, that have spare capacity, Rystad said in a note. OPEC uses a production quota system to stabilize global oil markets."Its departure therefore removes one of the core pillars underpinning OPEC's ability to manage the market," Rystad Head of Geopolitical Analysis Jorge Leon wrote.The Fed's monetary policy committee kicked off its two-day meeting on interest rates, with a decision due Wednesday. Markets widely expect the central bank to keep its benchmark lending rate unchanged for a third consecutive meeting, according to the CME FedWatch tool.US Treasury yields were higher intraday, with the 10-year rate up 1.8 basis points at 4.36% and the two-year rate rising 4.1 basis points to 3.84%.Gold was down 2.1% at $4,593.10 per troy ounce, while silver lost 2.8% to $72.95 per ounce.

Dow JonesNasdaq CompositeS&P 500$AMD$AVGO$INTC$KO$MSFT$NVDA$ORCL$SPOT
Wire

Oracle Set to Outperform Despite OpenAI Concerns Weighing on Tech Sector, Wedbush Says

Oracle (ORCL) is set to outperform despite a report about OpenAI weighing on the tech sector, Wedbush said in a note Tuesday.Oracle's significant backlog, including a $300 million cloud contract with OpenAI over the next five years, is expected to generate about $30 billion in revenue, analysts wrote.Oracle is capable of completing its $50 billion capital raise, and the pullback in shares represent a buying opportunity with OpenAI set to go public by year-end, the brokerage said.Concerns around OpenAI after it reportedly missed revenue and user targets are overblown, with the company having adequate capital to fulfill its compute capacity needs over at least the next three years, improving the odds of Oracle fulfilling its backlog in the near-term, according to the note.Wedbush reiterated its outperform rating on the stock and price target of $225 per share.Shares of Oracle were down more than 4% in Tuesday trading.Price: $165.77, Change: $-7.19, Percent Change: -4.16%

$ORCL
Research

Research Alert: Openai Internal Target Miss Worrisome For The Ai Ecosystem

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:According to a WSJ report, OpenAI missed internal targets for ChatGPT users (failed to reach 1B weekly active users by year-end) and revenue as Google's Gemini gained market share while losing ground to Anthropic in the coding and enterprise markets. The company faces elevated cash burn, while the tension between growth ambitions and financial discipline will be critical to watch. CFO Sarah Friar expressed concerns about meeting future computing contracts if revenue growth doesn't accelerate and reservations about CEO Sam Altman's aggressive IPO timeline by year-end, emphasizing need for improved internal controls first. We believe the companies most at risk should revenue ambitions fall short are ORCL/neoclouds, chipmakers, and hyperscalers (MSFT, AMZN). Any major IPO delay could negatively impact AI infrastructure companies, though we note AI growth is fueled by multiple players beyond OpenAI. SaaS providers could positively react on the news given recent competitive concerns from OpenAI/Anthropic.

$ORCL
Asia Markets

US Equity Futures Mostly Lower Pre-Bell Amid Continued Middle East Standoff, AI Spending Concerns

US equity futures were mostly lower pre-bell Tuesday as the US-Iran standoff continues with no end in sight, while concerns about heavy spending on data centers were brought into focus amid reports of OpenAI's missed targets.Dow Jones Industrial Average futures were 0.1% higher, S&P 500 futures were down 0.8%, and Nasdaq futures were 1.4% lower.President Donald Trump was unhappy with Iran's latest proposal to end the Middle East conflict, Reuters reported, citing a US official. Iran had proposed to reopen the Strait of Hormuz by deferring nuclear talks to a later date, while Trump wants nuclear issues dealt with from the outset.Microsoft-backed (MSFT) OpenAI recently missed internal targets for new users and revenue, raising concerns among company leaders about being able to support its massive spending on data centers, according to a Wall Street Journal report that cited sources familiar with the matter.Traders digested the latest round of earnings. Coca-Cola (KO) reported higher Q1 adjusted earnings and revenue, while Novartis (NVS) posted a decline in Q1 core earnings and net sales.Oil prices were higher, with front-month global benchmark North Sea Brent crude up 2.5% at $104.21 per barrel and US West Texas Intermediate crude 3.6% higher at $99.84 per barrel.The February S&P Case-Shiller home price index, scheduled for release at 9 am ET, is expected to show a 0.2% gain following a similar increase in the preceding month, according to estimates compiled by Bloomberg.The April consumer confidence index, due at 10 am ET, is projected to fall to 89.0 from 91.8.In other world markets, Japan's Nikkei closed 1% lower, Hong Kong's Hang Seng ended 1% lower, and China's Shanghai Composite finished 0.2% lower. Meanwhile, the UK's FTSE 100 was down 0.1%, and Germany's DAX index was 0.5% lower in Europe's early afternoon session.In equities, Microsoft, which is OpenAI's biggest investor, and Oracle (ORCL), which relies on the ChatGPT creator for its cloud computing plans, saw their shares decline 1.3% and 7.6%, respectively. Novartis stock was down 1.4% after the company released its Q1 financial results.On the winning side, Eni (E) stock was up 2.7% after the European energy firm and Repsol said they are planning to boost output at Venezuela's Cardon IV offshore gas field, according to a Reuters report. Bed Bath & Beyond (BBBY) shares were up 29% after the company reported a narrower Q1 adjusted loss and higher revenue. Coca-Cola stock was up 3% after the company published its Q1 financial results.

Dow JonesNasdaq CompositeS&P 500$BBBY$E$KO$MSFT$NVS$ORCL
US Markets

Stocks Mostly Down Pre-Bell as Traders Monitor Developments on US-Iran Negotiations; Fed Policy Meeting on Deck

US equity futures were mostly pointing lower on Tuesday as traders monitor developments on negotiations between the US and Iran and await the Federal Reserve's latest decision on interest rates, along with a fresh round of corporate earnings.The S&P 500 decreased 0.2% and the Nasdaq declined 0.6%, while the Dow Jones Industrial Average inclined 0.3% in premarket activity. The Nasdaq and S&P 500 finished Monday trading with new closing highs for a second consecutive session, while the Dow ended in the red.White House Press Secretary Karoline Leavitt reportedly said Monday that President Donald Trump reviewed a new proposal from Iran to reopen the crucial Strait of Hormuz with national security officials, according to Bloomberg News. Trump has made his "red lines" extremely clear with respect to Iran and will address the matter "very soon," Leavitt said.Tehran recently submitted a proposal to reopen the Strait of Hormuz and delay talks on uranium enrichment, Axios reported, citing a US official and two other sources.West Texas Intermediate crude oil rose 3.5% to $99.73 a barrel before the opening bell, while Brent gained 2.8% to $111.28.The Fed's monetary policy committee is set to kick off its meeting on interest rates today, with a decision due tomorrow. Markets widely expect the central bank to keep its benchmark lending rate unchanged for a third consecutive meeting, according to the CME FedWatch tool.With the Federal Open Market Committee's decision unlikely to surprise, the market is expected to focus on the policy statement and post-meeting remarks of Chair Jerome Powell, said David Doyle, head of economics at Macquarie Group."Given that elevated oil prices have persisted for nearly two months now, future guidance may shift somewhat," he said in a Monday report e-mailed to. "This would be in contrast to March where there were limited changes made. Our view remains that the next policy move is likely to be a hike with the most likely timing in (the first half of 2027)."Treasury yields were trending upwards in premarket action, with the two-year rate advancing 1.9 basis points to 3.82% and the 10-year rate adding 1.8 basis points to 4.35%.Coca-Cola (KO), S&P Global (SPGI), Spotify Technology (SPOT), United Parcel Service (UPS), Sherwin-Williams (SHW), Hilton Worldwide (HLT) and General Motors (GM) are scheduled to release their latest financial results before the bell, among others. Visa (V), T-Mobile US (TMUS) and Starbucks (SBUX) post earnings after the markets close.Shares of Snap (SNAP) nudged down 0.2% pre-bell after the social media company finished the previous session with a 7.3% jump. Cadence Design Systems (CDNS) moved 0.4% lower as the computational software company announced its latest quarterly results. Oracle (ORCL) fell 5.5%.Tuesday's economic calendar has the Case-Shiller Home Price Index and the Federal Housing Finance Agency House Price Index, both for February, at 9 am ET. The consumer confidence report for April is out at 10 am, along with the Richmond Fed manufacturing index for the same month.Gold dropped 1.4% to $4,626 per troy ounce, while bitcoin ticked down 0.2% to $76,604.

Dow JonesNasdaq CompositeS&P 500$CDNS$GM$HLT$KO$ORCL$SBUX$SHW$SNAP$SPGI$SPOT$TMUS$UPS$V
Wire

Oracle Positioned as AI Revolution's 'Foundational Infrastructure Provider,' Wedbush Says

Oracle (ORCL) is positioned to become a "foundational infrastructure provider" for the artificial intelligence revolution, supported by its infrastructure and data integration strategy, Wedbush Securities said in a Friday note.Oracle Cloud Infrastructure offers a "distinct advantage" over other complex cloud platforms, while the company's "AI for Data" strategy is intended to deliver business value by bridging AI models with proprietary enterprise data, the investment firm said.Wedbush also noted Oracle's multi-cloud strategy, partnerships with AI leaders, and initiatives such as the Stargate project.Wedbush initiated coverage on Oracle with an outperform rating and a $225 price target.Price: $172.07, Change: $-4.21, Percent Change: -2.39%

$ORCL
Research

Wedbush Initiates Coverage on Oracle With Outperform Rating, $225 Price Target

Oracle (ORCL) has an average rating of overweight and mean price target of $242.56, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

$ORCL
US Markets

Oracle On Path to Become 'Foundational' AI Infrastructure Provider, CapEx Concerns Misread, Wedbush Says

Oracle (ORCL) is on track to become a "foundational" infrastructure provider for the artificial intelligence revolution, with investors misreading the risks tied to its capital spending, Wedbush Securities said in a Friday client note.The brokerage initiated its coverage on the cloud computing company with an outperform rating on the stock and a 12-month price target of $225. Shares of the firm were up 1.6% in the most recent premarket activity, having lost 9.6% so far this year.Wedbush believes Oracle is in the early stages of a backlog-driven AI expansion, with its cloud infrastructure service having a key advantage over complex legacy cloud platforms. The company's strategy to integrate proprietary enterprise data with strong AI models is also creating real-world business value, according to the brokerage."We believe Oracle is in the early innings of a significant repositioning as it executes on this generational opportunity," Wedbush analysts, including Dan Ives, wrote in the note. "The vision is supported by partnerships with AI leaders like OpenAI and Nvidia (NVDA), and endeavors like the Stargate project."The downside case on Oracle centers on its capital expenditures and negative free cash flow, but this view is "backward-looking" and "fails to appreciate the scale of contracted demand underpinning the investment," Wedbush said.Oracle's remaining performance obligations have increased to $553 billion, driving its capital expenditure-to-RPO ratio to about 9%, compared with the group average of roughly 45.6%, Wedbush said. "This demonstrates that spending is not speculative but is deployed to service a massive backlog," according to Ives.In February, Oracle disclosed plans to raise between $45 billion and $50 billion this year to expand its cloud infrastructure business through a combination of debt and equity financing. The company said at the time that it would raise funds to build additional capacity and meet the contracted demand from its largest cloud customers, including Nvidia."As Oracle continues to convert its backlog into revenue, we expect the market narrative to shift from focusing on capex risk to the durable, long-term growth story that is unfolding," Ives wrote in the note.

$ORCL
Wire

Oracle Needs More Clarity in GPUaaS Margin Profile, Morgan Stanley Says

Oracle (ORCL) showed improved confidence in Q3 with execution and demand, but uncertainty persists around GPU as a Service business margin, Morgan Stanley said in a Thursday note.The report said Oracle shares have risen more than 20% over the past two weeks partly on continued strength in AI compute demand data points and improved sentiment on compute capex."Further improvement in investor sentiment on AI related hyperscaler/neocloud capex and customer concentration risk could yield further upside," the report said."However additional clarity in the gross margin profile of the GPUaaS business and financing path going forward (and a right-sizing of longer-term targets) would be needed to get more strategically positive on the shares," the note added.Morgan Stanley kept its equal weight rating while lowering its price target to $207 from $213 on balanced risk-reward profile.Price: $177.79, Change: $-9.71, Percent Change: -5.18%

$ORCL
Insider Trading

Oracle Insider Sold Shares Worth $2,642,850, According to a Recent SEC Filing

Stuart Levey, Executive Vice President, Chief Legal Officer, on April 16, 2026, sold 15,000 shares in Oracle (ORCL) for $2,642,850. Following the Form 4 filing with the SEC, Levey has control over a total of 3,429 common shares of the company, with 3,429 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1341439/000134143926000027/xslF345X05/form4.xml

$ORCL
Equities

S&P 500 Posts Weekly Gain, Closes at Record High, as Iran Reopens Strait of Hormuz

The Standard & Poor's 500 index rose 4.5% this week to a record close as investors grew more optimistic about the situation in the Middle East after Iran said the Strait of Hormuz was open.The S&P 500 ended the week at 7,126.06, its highest closing level ever. The market benchmark also reached a fresh intraday high on Friday of 7,147.52.The weekly climb -- its third in a row -- moved the S&P 500 back into positive territory for the year to date. It is now up 4.1% for 2026 and 9.2% for April.President Donald Trump said Iran agreed to suspend its nuclear program indefinitely and won't receive any frozen funds from the US, Bloomberg reported. Trump said in a phone interview on Friday that a deal to end the war is mostly complete and talks over a lasting agreement will "probably" be held this weekend, according to the Bloomberg news report.Earlier Friday, Iran announced the reopening of the Strait of Hormuz for the remainder of the US-Iran ceasefire period.The technology sector had the largest percentage gain this week across the S&P 500's 11 sectors, jumping 8.1%, followed by a 6.6% climb in consumer discretionary and a 6.3% advance in communication services. Real estate and financials were also strong, rising more than 3% each, while industrials and health care also edged higher.Oracle (ORCL) shares led the technology sector's advance, soaring 27%. The company said it plans to expand its multi-cloud networking capabilities to provide connectivity between Oracle Cloud Infrastructure and Amazon's (AMZN) Amazon Web Services.The consumer discretionary sector was boosted by a 15% jump in Tesla (TSLA) shares. The electric vehicle maker is developing a new compact, lower-cost electric SUV as it looks to expand its lineup beyond the Tesla Model Y and Tesla Model 3, according to a Reuters report citing unnamed sources familiar with the matter. Also, Tesla is planning to launch a six-seat, long-wheelbase version of the Model Y in India as early as next week, Bloomberg reported, citing unnamed sources.Four sectors declined this week, led by a 3.5% drop in energy and a 1.7% slip in utilities. Materials and consumer staples also edged lower.The energy sector's drop came as crude oil futures fell amid Iran's announcement reopening the Strait of Hormuz. The hardest-hit stocks included shares of Coterra Energy (CTRA), Devon Energy (DVN) and APA Corp. (APA), which shed 7.5% each.Quarterly earnings are expected next week from companies including Tesla, GE Aerospace (GE), GE Vernova (GEV), UnitedHealth Group (UNH), Philip Morris International (PM), International Business Machines (IBM), AT&T (T), Boeing (BA), Intel (INTC), American Express (AXP), Union Pacific (UNP), and Procter & Gamble (PG).Economic data will include March retail sales and pending home sales as well as a final reading on April consumer sentiment.

Dow JonesNasdaq CompositeS&P 500$APA$CTRA$DVN$ORCL$TSLA
Asia Markets

Israel-Lebanon Ceasefire, S&P 500's Record Close Drive US Equity Futures Higher Pre-Bell

US equity futures were higher pre-bell Friday as a 10-day ceasefire between Israel and Lebanon went into effect while the S&P 500 and Nasdaq Composite posted new all-time highs on Thursday.Dow Jones Industrial Average futures were 0.6% higher, S&P 500 futures were up 0.4%, and Nasdaq futures were 0.3% higher.The halt of Israel's attacks on Lebanon has been an important condition for the resumption of US-Iran talks, which President Donald Trump said could occur "probably, maybe, next weekend" in remarks made outside the White House on Thursday. Trump also said that a deal with Iran could be finalized ideally before the US-Iran ceasefire ends on Tuesday, but he was willing to extend if necessary.The S&P 500 gained 0.3% to close at 7,041.28, while the Nasdaq advanced 0.4% to end at 24,102.70.Traders took note of results from two major banks, with Truist Financial (TFC) reporting higher Q1 earnings and revenue and Fifth Third Bancorp (FITB) posting lower Q1 earnings amid higher revenue.Oil prices were lower, with front-month global benchmark North Sea Brent crude down 4.2% at $95.17 per barrel and US West Texas Intermediate crude 4.9% lower at $90.08 per barrel.Federal Reserve San Francisco President Mary Daly, Richmond President Thomas Barkin, and Governor Christopher Waller are scheduled to speak on Friday.In other world markets, Japan's Nikkei closed 1.8% lower, Hong Kong's Hang Seng ended 0.9% lower, and China's Shanghai Composite finished 0.1% lower. Meanwhile, the UK's FTSE 100 was down 0.1%, and Germany's DAX index was 0.5% higher in Europe's early afternoon session.In equities, Netflix (NFLX) stock was down 9.5% after the company issued Q2 guidance late Thursday that fell short of analysts' consensus. The streaming company also said that its chairman and co-founder, Reed Hastings, plans to step down when his term ends in June. Exelon (EXC) shares were 1.6% lower after the company's stock rating was downgraded by Mizuho, Barclays and BMO Capital.On the winning side, Eli Lilly (LLY) stock was up 1.9% after the company said its experimental drug Foundayo met its primary endpoint of a phase 3 clinical trial by showing a lower risk of severe cardiovascular incidents compared with insulin glargine in adults with type 2 diabetes. Oracle (ORCL) shares were up 2.6% after the company said it plans to expand its multi-cloud networking capabilities to provide connectivity between Oracle Cloud Infrastructure and Amazon (AMZN) Web Services.

Dow JonesNasdaq CompositeS&P 500$AMZN$EXC$FITB$LLY$NFLX$ORCL$TFC
Sectors

Sector Update: Tech Stocks Gain Late Afternoon

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) up 1% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 2.4%.The Philadelphia Semiconductor index increased 0.8%.In corporate news, a White House official told Cabinet department officials that the Office of Management and Budget is setting up protections that will allow federal agencies to begin using Amazon-backed (AMZN) Anthropic's new AI model Mythos, Bloomberg reported, citing an email from OMB Chief Information Officer Gregory Barbaccia. Amazon shares were up 0.2%.Oracle (ORCL) said Thursday it plans to expand its multi-cloud networking capabilities to provide connectivity between Oracle Cloud Infrastructure and Amazon's (AMZN) Amazon Web Services. Oracle shares gained 5.1%.IBM (IBM) will likely exceed Wall Street's estimates for Q1 and raise its revenue guide amid momentum in the software segment and an earlier completion of the Confluent acquisition, Oppenheimer said in a note Thursday. IBM shares climbed 2.2%.Meta Platforms (META) said it will raise its prices for Meta Quest 3 and Meta Quest 3S headsets, starting April 19, to offset the rising costs of hardware components. Meta shares rose 0.6%.

$AMZN$IBM$META$ORCL
Sectors

Sector Update: Tech Stocks Advance Thursday Afternoon

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 1% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 2.1%.The Philadelphia Semiconductor index increased 0.8%.In corporate news, IBM (IBM) will likely exceed Wall Street's estimates for Q1 and raise its revenue guide amid momentum in the software segment and an earlier completion of the Confluent acquisition, Oppenheimer said in a note Thursday. IBM shares climbed 2.5%.Amazon (AMZN)-backed Anthropic said Thursday it launched its Claude Opus 4.7 AI model for advanced coding across all Claude products, Amazon Bedrock, Alphabet's (GOOGL) Google Cloud Vertex AI, and Microsoft (MSFT) Foundry. Amazon shares added 0.3%.Oracle (ORCL) said Thursday it plans to expand its multicloud networking capabilities to provide high-performance connectivity between Oracle Cloud Infrastructure and Amazon's (AMZN) Amazon Web Services. Oracle shares gained 4.9%.

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Sectors

Sector Update: Tech

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) rising 0.8% and the State Street SPDR S&P Semiconductor ETF (XSD) adding 1.6%.The Philadelphia Semiconductor index increased 0.6%.In corporate news, Oracle (ORCL) said Thursday it plans to expand its multicloud networking capabilities to provide high-performance connectivity between Oracle Cloud Infrastructure and Amazon's (AMZN) Amazon Web Services. Oracle shares gained 4.7%, and Amazon was up 0.1%.

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