Welcome to another week of Wall Street Roundup by popular request, now being recorded on a Friday morning after the jobs data.

Welcome to a Friday of Wall Street Roundup, Brian Stewart.

Great to be here. End of the week. End of the week. Always great to have you talking news,

even if it looks terrible outside our windows, spiritually speaking. Now, what do you have on the

agenda? We've had some tech earnings. We've had a bit of

retail earnings. What are you mostly focused on as we say goodbye to another week? Yeah, I think

if we're looking at this week, I think top story has to be Oracle. Company jumped 76% to a new

high following its earnings release. It actually missed expectations for both earnings and revenue,

but revealed four new major contracts.

This represented a 359% surge in its remaining performance obligations,

which are now sitting at about $455 billion.

So the bet that a lot of people are making is just that the company's future looks really

bright, even if the last quarter was a bit of a meh.

The money that's been committed in terms of contract will eventually hit the bottom line.

And so the company is going to see significant

upside in the future. And what else would you add to the earnings conversation? Yeah, I mean,

I think Oracle is an interesting contrast to Adobe. Adobe is down slightly now after its earnings

reported last night. It had sort of the opposite situation. So it had a

beat and raised its most recent quarter. So on the face of it, more impressive than Oracle,

but the stock is just trailing off slightly. Digging into the results, AI adoption has been

pretty strong within the company, but there's some questions that analysts have about the extent

to which the company has been able to monetize that. So it's become sort of an interesting component

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