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⚡ AI Pulse sentiment scores
📅 Earnings volatility tracking
📊 Expected vs Actual earnings moves
🎯 AI-generated market sentiment signals
Track the stocks driving the AI economy—from NVDA and PLTR to COIN, MSTR, AVGO, TSM, PANW, CRWD, and more.
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Things to Watch Today:
• Adobe earnings reaction ($ADBE)
• Oracle post-earnings move ($ORCL)
• AI & semiconductor stocks
• Consumer Sentiment data
• SpaceX IPO buzz
• Oil & Middle East developments
Tomorrow, all eyes on $SPCX.
The space economy is accelerating—from satellites and launch systems to defense and communications. A sector worth watching as innovation pushes beyond Earth’s limits.
ADOBE $ADBE JUST REPORTED Q2 EARNINGS
- Revenue: $6.62B vs $6.46B est 🟢
- Adjusted EPS: $5.96 vs $5.82 est 🟢
- Adjusted Net Income: $2.40B vs $2.35B est 🟢
- Adjusted Operating Income: $2.95B vs $2.87B est 🟢
- GAAP EPS: $4.25
- GAAP Net Income: $1.71B
Guidance:
- Q3 Revenue: $6.67B-$6.72B
- FY Revenue: $26.5B-$26.6B
Also announced: CFO Dan Durn is departing June 15. Steve Day will serve as interim CFO.
🚨 Today's Market Watch
📊 $ADBE Earnings
• AI growth & guidance
• Expected move: ~8.5%
🏠 $LEN Earnings
• Home demand
• Margins & outlook
📈 PPI Inflation Data
• Key for Fed and market sentiment
Big movers to watch after the bell: $ADBE and $LEN
ORACLE $ORCL JUST REPORTED Q4 EARNINGS AND ANNOUNCED A $40 BILLION FINANCING PLAN
Q4 results:
- Revenue: $19.2B vs $19.10B est 🟢
- Adjusted EPS: $2.11 vs $1.96 est 🟢
- Adjusted operating income: $8.6B vs $8.25B est 🟢
- Adjusted net income: $6.2B vs $5.78B est 🟢
- GAAP net income: $4.2B
- GAAP EPS: $1.45
- Cloud revenue: $9.9B
The financing plan:
- Oracle expects to raise ~$40B in fiscal year 2027 through a combination of debt and equity
- No additional debt expected in calendar year 2026
FY27 outlook:
- Revenue: $90B
- Adjusted EPS: $8.05
After the Bell: Eyes on Oracle ($ORCL)
Markets may be closed, but the real action starts after hours.
Things to watch:
🔹 Cloud Infrastructure (OCI) growth
🔹 AI demand and data center expansion
🔹 Guidance for the next quarter
🔹 Commentary on AI partnerships and enterprise spending
🔹 Any updates on customer wins and backlog growth
A strong report could lift not just $ORCL, but also AI and cloud names across the market.
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⚡ Earnings Volatility
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