Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

We are halfway through the trading week. Today is Wednesday, March 11th. I'm Julie Morgan.

Oracle is on our biggest movers list this morning. For the period ending February 28th, Oracle said it earned an adjusted $1.79

per share as revenue rose 22% year over year to $17.19 billion. Analysts had expected adjusted

earnings of $1.70 per share on $16.89 billion in revenue. Looking to the fourth quarter of

fiscal 26, Oracle said it expects revenue to grow between 18 and 20 percent in constant currency

and 19 to 21 percent in U.S. dollars, translating to a range of $18.93 billion to $19.24 billion.

Analysts were expecting $19.11 billion in revenue for the coming quarter. Adjusted earnings are

expected to be between $1.92 and $1.96 per share, above the $1.93 per share estimate.

Oracle also said it expects fiscal 27 revenue to be $90 billion, which is up from its previous

guidance. Nintendo rallied on Wednesday on the success of its new Pokemon game. The stock climbed

as much as 10 and a half percent in Tokyo, its steepest rise since April, boosted by anticipation

of an upcoming Super Mario movie. The rally comes as physical copies of Pokemon Pocopia have sold out at several major retailers in the U.S., according to reports.

According to Bloomberg, a Jeffrey's analyst wrote in a report that the game released exclusively for the Switch 2 console on March 5th is boosting momentum amid memory cost head wins, which have been a big drag on the

price of the stock. President Trump said that the U.S. will build its first new oil refinery in 50 years.

The refinery will be built in Brownsville, Texas, with investment from India's reliance industries.

Trump said in a post on Truth Social that this is a historic $300 billion deal, the biggest in U.S. history. The project led by America First Refining

aims to process 168,000 barrels per day of U.S. shale oil. The work could begin as early as Q2 of this year.

The refinery will process 1.2 billion barrels of U.S. light shale oil valued at $125 billion,

and produce 50 billion gallons of refined products worth $175 billion.

Trump added that the new refinery will strengthen our national security, boost American

energy production, deliver billions of dollars in economic impact, and will be the cleanest

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