Markets
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Luke Kawa

Oracle’s outlook for massive cloud sales growth is driving a bid to buy everything AI

“Listen, even I’m sort of blown away by what this looks like going forward.”

That’s how the Q&A portion of Oracle’s Q1 2026 earnings call started, with Guggenheim Securities analyst John DiFucci expressing amazement at the company’s outlook for hockey-stick revenue growth in its cloud business thanks to AI.

Oracle’s outlook for cloud sales to rise in an Nvidia-like fashion to $144 billion in its fiscal 2030 from $18 billion in fiscal 2026 is fueling gains across chip suppliers, infrastructure suppliers, server companies, and power providers linked to the AI boom.

Though the gains pale in comparison to Oracle’s more than 30% advance in premarket trading, the other companies atop the S&P 500’s leaderboard include Advanced Micro Devices, GE Vernova, Vistra, Nvidia, Arista Networks, Constellation Energy, Broadcom, NRG, Micron, and Super Micro Computer. All are up at least 1.5% as of 8 a.m. ET.

It’s a similar dynamic to what we saw throughout the AI ecosystem on the heels of Microsoft and Meta’s earnings reports at the end of July, and quite different from the reaction within the chip space after Broadcom’s quarterly release last week (even if that didn’t really make a ton of sense fundamentally).

The seemingly massive rising tide prophesied by Oracle really is lifting all boats.

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Toby Bochan, Luke Kawa
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Caricature illustration depicting three French bulls in a field. 'Le Rire' magazine 1902.
markets
Luke Kawa

Opendoor surges on bullish options bets as traders look to potential real estate tokenization

Opendoor Technologies is surging on Friday amid bullish options bets and social media posts referencing unconfirmed rumors about the company.

The stock moved higher in the premarket session after the soft inflation report boosted stocks and briefly pushed long-term bond yields lower (positive for a real estate company). But the real gains came after the opening bell rang and options demand picked up.

As of 12:11 p.m. ET, roughly 664,000 call options have changed hands versus a 10-day average of about 364,000 for a full session.

What seems to be galvanizing members of the “$OPEN Army” is the potential for the company to pursue the tokenization of real-world assets, with Robinhood often bandied about as a potential partner in this endeavor.

(Robinhood Markets Inc. is the parent company of Sherwood Media, an independently operated media company subject to certain legal and regulatory restrictions.)

Opendoor bulls have often pointed to signs that Robinhood CEO Vlad Tenev appears to be fond of the company, from what appeared on-screen during a demo of a social trading feature at HOOD’s conference in Las Vegas in September to offering support to Opendoor CEO Kaz Nejatian in setting up an opportunity for retail shareholders to ask questions during the online real estate company’s next earnings call.

Opendoor is currently in a quiet period ahead of earnings, which restricts what type of announcements a company can make.

The call options seeing the most demand expire this Friday with strike prices of $8, $8.50, and $9.

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Grindr discloses buyout proposal at $18 per share

While two huge shareholders are hoping to buy out Grindr stock at a premium, it was above $20 as recently as July.

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markets
Luke Kawa

Beyond Meat gains amid slightly better-than-expected Q3 sales, positive commentary on legal issues

Shares of Beyond Meat built on their premarket gains after the plant-based meat seller reported preliminary Q3 sales a bit ahead of Wall Street’s expectations, before paring this advance after the market opened.

For the three months ended September 27, management said net revenue would be approximately $70 million. That’s in line with their guidance range of $68 million to $73 million, but Wall Street was expecting sales to skew toward the lower end of that range, at $68.7 million.

However, its anticipated gross margin of 10% to 11% is lower than analysts had been expecting (13.8%). That’s still the case even adjusting for expenses related to its downsizing of operations in China, which would have left margins around 12% to 13%, per Beyond.

Perhaps more importantly, the company provided positive commentary regarding arbitration discussions with a former co-manufacturer that appear to bring it closer to a resolution while limiting potential damages:

“As previously disclosed, in March 2024, a former co-manufacturer brought an action against the Company in a confidential arbitration proceeding claiming that the Company inappropriately terminated its agreement with the co-manufacturer and claimed damages of at least $73.0 million. On September 15, 2025, the arbitrator issued an interim award (the ‘Interim Award’) and found that the Company had a valid basis to terminate the agreement with the Manufacturer. The details of the Interim Award are confidential, and a final arbitration award has not been issued. Additional proceedings will be held to determine the award of attorneys’ fees, prejudgment interest and costs, if any, before a final arbitration award will be issued. On September 25, 2025, the Manufacturer filed a request with the arbitrator to re-open the arbitration hearing. On September 29, 2025, the Company opposed this request. On October 20, 2025, the arbitrator denied the Manufacturer’s request.”

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