Brian Stewart, our director of news at Seeking Alpha, welcome back to Wall Street Roundup.

Thanks. Great to be here. Always good to talk to you at the near the end of the week, getting ready for a new week.

A company that seems to be at the top of the list today is Oracle, who just reported earnings.

What did we see out of Oracle? What does that mean for the tech sector? What are your thoughts?

Yeah, going to this week, Oracle was one of the few companies that was a highlight of the earnings schedule. It's pretty sparse this week. So Oracle stands out just because there's not a lot else going on. But the results themselves are being taken by the market very strongly. Stock is up 14%. Last time I

checked, recording this on Thursday. Feed expectation issued strong guidance. Revenue growth in its

cloud services sector, which is the one most affected by the AI innovations that the company's

putting in a place, up 27%

in the latest quarter.

This is an acceleration from the previous quarter.

It's actually been growing.

The growth rate has been accelerating the last several quarters.

And the company in its guidance predicted 40% growth over fiscal 2026.

So even the accelerated growth that we've been seeing

lately, they see accelerating even further. If you drill down to the infrastructure sector,

it showed growth of about 50%, and it sees that growth rising as well in the earnings call

after the report company management targeted growth rate above 70%

for that part of the company. So innovations that the company is making are already affecting

the top line. One concern coming out of it, the extent to which the increased cap-back spending

that the company has to make to implement this AI strategy,

how much is that going to cut into profitability?

So while the top line is obviously accelerating growth very quickly,

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