Markets
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J. Edward Moreno

Oracle rises after it announces monster $30 billion annual revenue contract starting in fiscal 2028

Oracle rose sharply in early trading after it disclosed a new $30 billion contract and backed its 2026 guidance.

In a Monday morning regulatory filing, the tech giant said CEO Safra Catz is set to announce that the company has signed new cloud services contracts, including one that’s expected to generate more than $30 billion in annual revenue starting in its fiscal year 2028. For perspective on the size of that deal, Oracle’s entire revenue for fiscal year 2025, which just ended in May, was $57 billion.

Oracle also gave a de facto backing of its annual guidance for this year, saying that the contracts it has signed won’t affect guidance for fiscal 2026, which it gave during its June 11 earnings report.

President Trump also said Monday morning that the government has identified a potential buyer for TikTok, the popular social media app owned by Chinese company ByteDance. Oracle has been seen as a top contender for a potential forced TikTok buy, which has been put off several times now.

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Tasha Matsumoto
2/13/26
Hedging the AI trade and crypto with futures

As anxiety over the AI trade increases and volatility in crypto spikes, traders who are worried about downswings can manage risk with futures.

Greedy Man With Blue Skull - stock illustration
markets
Rani Molla

Amazon just matched its longest losing streak in 20 years

Amazon shares marked their ninth straight day of losses — the company’s longest losing streak since 2006.

The milestone follows a fourth-quarter earnings miss, downbeat guidance, and a plan to spend a whopping $200 billion on capital expenditure this year.

Amazon is hoping that by spending big on AI infrastructure now, it will reap rewards from the technology later. Investors aren’t so sure.

Interestingly enough, the current situation sounds quite similar to the one Amazon was in two decades ago. Back then, Amazon endured a similar stretch as it was upping spending on tech and an online toy store — moves that would eat into its profits.

At the time, an asset manager told Bloomberg, “They want to capture as many eyeballs as they can on the Internet and be the go-to place on the Internet, but that’s costing them earnings, at least right now.”

Sound familiar? In case you’re wondering, Amazon stock has risen 14,849% since that quote.

Tasha Matsumoto
2/13/26
Stocks lose steam after in-line January inflation report

Most Mag 7 stocks declined, but the Russell 2000 outperformed, rising 1.2%.

BISHOP'S STORTFORD, ENGLAND - JANUARY 25: Snowfall in the Essex countryside on January 25, 2021 in Bishop's Stortford, Essex, United Kingdom.
markets
Max Knoblauch

Rivian is on pace for its best-ever trading day as analysts dig into Q4 results

EV maker Rivian is on track to log its best trading day on record Friday, as investors pour in following its fourth-quarter earnings report and 2026 guidance and analysts issue bullish appraisals of the shares.

Rivian shares are up more than 30% on Friday afternoon, easily surpassing its previous best trading day, which came in January 2025.

“We continue to remain confident in the long-term vision that RIVN is amid a massive transformation,” Wedbush Securities’ Dan Ives wrote in a fresh note on Friday. The firm maintained its $25 price target and “outperform” outlook and said that the launch of Rivian’s upcoming lower-cost SUV, the R2, is “crucial.”

Rivian received upgrades from Deutsche Bank (to “buy” from “hold”) and UBS (to “neutral” from “sell”) following its results.

On its Thursday earnings call, Rivian said it expects its delivery volume of its existing vehicle lineup to land “roughly in line with... 2025 total volumes.” Given the automaker’s full-year delivery guidance, that statement implies 2026 R2 deliveries to land between 20,000 and 25,000 units.

Self-driving features also appear to be boosting investor optimism. On Thursday’s earnings call, CEO RJ Scaringe said the company would enable “point-to-point” driving in its vehicles later this year. In a podcast interview released Thursday, Scaringe predicted that by 2030, it will be “inconceivable to buy a car and not expect it to drive itself.” Rivian is targeting “a little sooner than that,” he added.

Rivian shares are also likely benefiting from something of a snapback: before the release of its Q4 results, Rivian shares had been hammered recently, down 38% since their recent high in December.

Rivian climbs after posting better-than-expected Q4 results; sees R2 SUV hitting the market in Q2

Rivian climbs after posting better-than-expected Q4 results; sees R2 SUV hitting the market in Q2

“We continue to remain confident in the long-term vision that RIVN is amid a massive transformation,” Wedbush Securities’ Dan Ives wrote in a fresh note on Friday. The firm maintained its $25 price target and “outperform” outlook and said that the launch of Rivian’s upcoming lower-cost SUV, the R2, is “crucial.”

Rivian received upgrades from Deutsche Bank (to “buy” from “hold”) and UBS (to “neutral” from “sell”) following its results.

On its Thursday earnings call, Rivian said it expects its delivery volume of its existing vehicle lineup to land “roughly in line with... 2025 total volumes.” Given the automaker’s full-year delivery guidance, that statement implies 2026 R2 deliveries to land between 20,000 and 25,000 units.

Self-driving features also appear to be boosting investor optimism. On Thursday’s earnings call, CEO RJ Scaringe said the company would enable “point-to-point” driving in its vehicles later this year. In a podcast interview released Thursday, Scaringe predicted that by 2030, it will be “inconceivable to buy a car and not expect it to drive itself.” Rivian is targeting “a little sooner than that,” he added.

Rivian shares are also likely benefiting from something of a snapback: before the release of its Q4 results, Rivian shares had been hammered recently, down 38% since their recent high in December.

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