Brian Stewart, welcome back to another week of Wall Street Roundup.

Great to be here.

Talk to us.

What are you looking at this week?

Yeah, I think the biggest headliner is Oracle dropped about 11% after its earnings report.

Mixed results, beat on earnings, missed on revenue.

Had been up seven consecutive sessions head into earnings.

So to a certain extent, the 11% drop was just giving back the heightening expectations going into the earnings report. But if you pull back a little bit and

compare this to the last earnings report, you kind of have a tail of two quarters going on. So in

September, the company popped 36% following its quarterly report then.

The main driver there was a huge rise in remaining performance obligations.

This is a measure of future contracted revenue.

At that point, the RPO was up 359% hitting $455 billion.

In this quarter, RPO was up 438%, so bigger growth, and reached $523 billion, so a larger overall number. So conceivably, investors should be pretty excited about

this continuation of growth. But last time, stock was up 36%, this time it's down 11%. Also, it's been falling

off since it popped in that September timeframe. It's been giving back a lot of that. So it's now

down 42% since that post earnings jump back in September. Worries about spending in debt. If you dig

into the results a little bit,

so looking at Oracle's cloud revenue,

it was up 34% in the most recent earnings report,

software revenue is down about 3%.

But then if you look at expenses,

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