oracle earnings avgo mess impact mu stocks

What's the take on Oracle's earnings? After AVGO's mess, I'm trying to get a feel for where ORCL stands this week, especially since it might affect other stocks like $MU which I own and reports two weeks later with a big report but could face short-term effects from ORCL. They're the only big AI play reporting, though they're $1.2T market cap smaller than AVGO so not going to shake the market like that. ORCL is planning to spend even more on new stuff (stargate) than before, with $80-$100B planned over the next fiscal year, and customers like OpenAI will chip in through their $100B+ IPO fund. Seems like a positive sign. They've managed financing and customer commitments to reduce the risk of things falling apart in six months with a customer backing out. ORCL is trading at a TTM PE of 38 with projected revenue growth in the mid-20s next year. Not clear on margin scaling, but this fits expectations. TLDR: looks like a well-priced, steady earnings report with no big surprises. Will it pop or drop? Another thing: could the government take an equity stake in ORCL? My worries about that were really about someone specific getting a government-backed stake, not necessarily the government itself.