#cloud
Posts related to "cloud"

Oracle (ORCL) jumps 9% after earnings – is it finally a real AI winner?
In this post, we’ll walk through why Oracle (ORCL) ran more than 9% in the day following its Q3 earnings, using core numbers like EPS, revenue, and cloud growth along with the **AI infrastructure story** so you can get a feel for whether this is real strength or just short-term heat.

RNG Soars 34%! RingCentral Earnings Explosion — Can AI Momentum Continue?
Turnaround stories like RNG tend to shine during earnings season. Let’s break down why the stock jumped (earnings surprise) and what could happen next over the next 3–12 months.

RXT’s Surge Isn’t Just Hype: The Real Story Behind the Palantir Alliance and Options Signals
After announcing its strategic partnership with Palantir, RXT has become a name where a roughly 2.17x price rebound, an unusually large 20,449-contract spike in call options (vs. a 430-contract average), and hundreds of millions of shares in trading volume all overlap, creating a story of “AI infrastructure re-rating + leveraged bets” playing out at once.

Microsoft(MSFT) 2026 Outlook: AI Investment Surge & Cloud Growth
MSFT FY26 Q2 earnings: Revenue $81.3B(+17%), EPS $4.14(+24%) beat consensus but AI datacenter CapEx surge warning triggered 10% after-hours drop. Long-term growth intact, short-term volatility ahead.