#OracleAICloudUp121%
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Oracle reported OCI AI cloud revenue up 121% year over year, accelerating from 93% last quarter, with both revenue and EPS beating estimates. Remaining performance obligations grew from $638B to $664B. Data center capex remains high and free cash flow is still pressured, but Oracle raised guidance. Adobe also beat and raised its full-year outlook, though the market stays cautious on AI monetization. The question is shifting from who spends most to who delivers.
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#OracleAdobeToday AI demand is no longer the question. The bill is 👀
Oracle has a massive $638B backlog, but investors want to see how quickly it becomes revenue and whether that cash can outrun AI capex. Adobe faces a similar test with Firefly and GenStudio: can AI lift revenue without eating margins?
What caught my attention is the shift.
From Oracle's cloud to Adobe's software and Apple's AI hardware, the race is moving from building AI to proving it actually pays.
Oracle's U.S. stock closed down 5.38% last night, wiping out $25 billion in market value in one day. After the earnings report was released post-close, the stock surged over 8% in after-hours trading. This veteran giant, originally known for its database business, now mainly makes money by renting computing power to AI companies.
Q1 revenue was $19.3 billion, up 30% year-over-year, with cloud infrastructure revenue#PPIHotCPINext #OracleAICloudUp121% #BTCSpotETFOutflows
#OracleAICloudUp121% Oracle’s AI cloud revenue grew 121% YoY, accelerating from 93% last quarter. That’s the number that immediately stood out to me 🚀
Revenue and EPS both beat estimates, remaining performance obligations increased from $638B to $664B, and Oracle raised its guidance. Demand clearly isn’t the problem.
The tension is what it costs to meet that demand. Data-center capex remains high, free cash flow is still under pressure, and a huge backlog only becomes valuable when Oracle can deliver the capacity and convert contracts into profitable revenue 🏗️
Adobe also beat expectations and raised its full-year outlook, yet the market remains cautious about how quickly its AI products can create incremental revenue.
To me, both reports point to the same question: AI demand is visible, but when does it become efficient growth?
Oracle’s acceleration is impressive. The next milestone is proving that infrastructure spending can eventually strengthen—not continually absorb—cash flow.
#OracleAdobeToday Oracle and Adobe report today, and both need to answer a slightly uncomfortable question: how quickly can AI spending turn into actual cash flow? 👀
Oracle’s $638B in remaining performance obligations looks enormous, but backlog alone isn’t the same as recognized revenue. With OCI expansion requiring heavy data-center investment, I’m watching whether growth is arriving fast enough to absorb the capex. Scotiabank lowering its target while keeping an Outperform rating captures
Oracle’s latest earnings show the market is starting to reward real AI execution, not just hype. AI cloud revenue jumped 121% YoY, while RPO climbed to $664B and guidance improved. Adobe also beat estimates, yet shares fell as investors demand stronger AI monetization and cash flow. For BTC, massive AI capex keeps liquidity expansion relevant, but near-term direction still depends on inflation, rates, and tonight’s CPI. Execution matters more than promises
漂泊的蟹老板
9.11｜BTC and ETH Early Trading Thoughts
Today's trading idea is very clear: mainly short on rebounds at high levels, absolutely no chasing longs before the CPI release
$BTC is currently consolidating around 76800. Yesterday, PPI year-on-year was 5.4%, exceeding expectations, causing an immediate drop from 78900 to 76500. The issue is not the candlestick itself, but that the probability of a rate hike has been pushed to 70%. After consecutive failed attempts above 80000, longs were liquidated again. In this situation, if CPI turns out hotter, a further drop is very likely.
$ETH is now around 2440, basically moving in sync with BTC.
The real variable tonight is the US August CPI. If core inflation does not decrease, BTC could retest 76500 at any time, or even drop to 75000.
Current trading plan:
BTC: Short in the 77500-78500 range, target around 75000-76500
ETH: Short in the 2470-2520 range, target around 2320-2410
If BTC breaks out with volume above 82300, the short position is immediately invalidated; never stubbornly hold against the trend.
What do you think will happen after the CPI release? Will BTC first go to 75000, or directly rebound to 80000?
#OKX星球话题来啦
#波动雷达：币种异动观察
+389.24%
Snapshot at Sep 11, 2026, 08:37
Oracle’s AI story is getting harder to ignore.
OCI AI cloud revenue jumped 121% YoY, accelerating from 93% last quarter, while RPO climbed to $664B.
Adobe also beat estimates and raised guidance.
The AI race is entering a new phase: it’s no longer just about who spends the most.
It’s about who can turn AI investment into real revenue and cash flow.#PPIHotCPINext #OracleAICloudUp121% #BTCSpotETFOutflows
#OracleAdobeToday AI demand is no longer the question. The bill is 👀
Oracle has a massive $638B backlog, but investors want to see how quickly it becomes revenue and whether that cash can outrun AI capex. Adobe faces a similar test with Firefly and GenStudio: can AI lift revenue without eating margins?
What caught my attention is the shift.
From Oracle's cloud to Adobe's software and Apple's AI hardware, the race is moving from building AI to proving it actually pays.
ADOBE $ADBE JUST REPORTED Q3 EARNINGS
- Revenue: $6.8B, beating est. of $6.69B 🟢
- Adj EPS: $6.13, beating est. of $6.09 🟢
- GAAP EPS: $4.62 (+11% YoY)
- ARR: $27.5B
- Non-GAAP Operating Income: $3.0B
- RPO: $22.2B
- cRPO: 67%
- AI-first ARR Growth: 150%+
Q4 Guidance:
- Revenue: $6.80B-$6.85B, in line with est. of $6.84B 🟡
- EPS: $6.30-$6.35, in line with est. of $6.32 🟡
Raises FY26 Guidance:
- Revenue: $26.58B-$26.63B, above est. of $26.51B 🟢
- EPS: $24.45-$24.50, above est. of $24.36 🟢
- ARR Growth: 10.2% YoY
Oracle earnings tonight could set the tone for AI infrastructure.
$ORCL estimates: ~$19.1B revenue, $1.74 EPS.
Watch OCI growth, the $638B backlog conversion, and massive AI capex.
Strong results could boost AI/semis; a miss could pressure the sector.
$ORCL $SNDK
#ZECBreaksIntoTop10 #SamsungHynix10DaySupply #OracleAdobeEarnings
Oracle and Adobe earnings are on my radar, but I’m watching them for completely different reasons.
For Oracle, I want to see whether all the excitement around AI infrastructure is still translating into stronger cloud demand. Companies are spending heavily on computing capacity, and Oracle has positioned itself right in the middle of that buildout.
Adobe is a different story. Its challenge isn’t building AI infrastructure it’s proving that AI can strengthen its software business. With generative AI becoming easier to access, I’m curious whether tools like Firefly can bring in new users and revenue while protecting the value of Adobe’s existing products.
Personally, Adobe is the more interesting test for me. We already know companies are willing to spend billions building AI. The harder question now is whether software companies can turn AI into something customers consistently pay for.
#OracleAdobeEarnings $BTC