$ORCL
9 long-form articles and 9 pre-market mentions covering $ORCL from AskMelon Research.
SAP's 27% Cloud Headline Hides 6% Reported Growth and a 13-Point Currency Crutch
SAP sells itself to investors as a German hyperscaler in waiting — Business AI, the Joule copilot, a cloud backlog vaulting 25% and a Cloud ERP Suite compounding at 30%. Strip the constant-currency la…
MongoDB reaccelerates to 25% growth, but its $4.4M GAAP profit rests on a $493M stock subsidy
MongoDB stunned the bears in May 2026 with a Q1 reacceleration — $687.6 million in revenue, up 25%, the fastest first-quarter print in three years, and its first sliver of GAAP net income at $4.4 mill…
Snowflake Is Priced as an AI Winner While Databricks Wins the AI Budget
Snowflake had a triumphant quarter. Its product revenue grew 34%, nearly 70% of its customers are now using its AI features, and the stock surged roughly 30% as investors celebrated it as one of the g…
The Algorithm
They told you TikTok was sold. Read the cap table again. The Chinese company that built the most valuable recommendation engine on Earth still owns a fifth of the American version — and licenses it th…
Patient Zero
Nvidia is the most valuable company in history, the keystone of the AI boom, and the single stock that more of the world's money depends on than any other. It is also a company whose revenue increasin…
Insurance on the Future
The same Wall Street banks underwriting the trillion-dollar AI debt boom are now quietly building and selling the instruments to bet against it. Trading in insurance on hyperscaler debt is up tenfold …
The Landlord's Gamble
Oracle has borrowed more than $100 billion and is burning cash faster than at any point in its history to build $300 billion of data centers for a single tenant — one that loses fourteen billion dolla…
Borrowed Time
The AI build-out is being paid for with debt — more than $155 billion of it from the tech giants alone, another $120 billion hidden in off-balance-sheet vehicles, and bonds that mature in the 2050s to…
The Ouroboros
OpenAI has filed to go public at up to a trillion dollars. It loses fourteen billion a year, has promised more than a trillion in spending it cannot afford, and sits at the center of a circle in which…
Sunday, June 14, 2026
The week of June 9–13 resolved its midweek CPI crisis into a constructive finish — S&P 500 closed Friday at 7,431.46 (+0.7% on the week, recovering above the June 5 NFP shock level of 7,383.74) — driv…
Saturday, June 13, 2026
Your Saturday morning market coffee. The week the S&P 500 recovered its footing, the Dow Jones hit a new all-time high, and SpaceX became one of the world's largest publicly traded companies in a sing…
Saturday, June 13, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 13, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Friday, June 12, 2026
On the evening of June 11, President Trump canceled planned US military strikes and announced a ceasefire framework with Iran — a single presidential decision that erased the structural Hormuz-closure…
Thursday, June 11, 2026
Three structural facts rewired the overnight tape: Iran formally declared the Strait of Hormuz closed to all commercial shipping under military enforcement — an explicit escalation from weeks of pract…
Wednesday, June 10, 2026
The session's entire directional fate hangs on one number printing at 8:30 AM ET — May CPI at consensus 4.2% YoY, the highest since April 2023 — against an overnight tape where US-Iran kinetic escalat…
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Saturday, June 6, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.