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still wondering light week volume heavy signals
"Still wondering" section
Light week on volume, heavy on signals. After Broadcom and CrowdStrike were sold despite good prints, the bar for AI stocks is now super tough, with two more joining the test.
Oracle (Wed) is the one to watch. It's one of the last big tech names to report, and the key is whether OCI cloud growth and order backlog actually lead to revenue. After the AI market dipped, this is the chance for Oracle to either steady itself or confirm a recovery.
Adobe (Thu) reports with shares down about 40% year-over-year. The issue is whether generative-AI competition is eating into Creative Cloud, or if monetization can stabilize it.
The week wraps with GameStop and Casey's (Tue), Chewy (Wed) for a consumer spending look, plus UK names Bellway, WHSmith, and Halma.
What are you betting on?
Light week on volume, heavy on signals. After Broadcom and CrowdStrike were sold despite good prints, the bar for AI stocks is now super tough, with two more joining the test.
Oracle (Wed) is the one to watch. It's one of the last big tech names to report, and the key is whether OCI cloud growth and order backlog actually lead to revenue. After the AI market dipped, this is the chance for Oracle to either steady itself or confirm a recovery.
Adobe (Thu) reports with shares down about 40% year-over-year. The issue is whether generative-AI competition is eating into Creative Cloud, or if monetization can stabilize it.
The week wraps with GameStop and Casey's (Tue), Chewy (Wed) for a consumer spending look, plus UK names Bellway, WHSmith, and Halma.
What are you betting on?
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