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Meta Platforms, Broadcom and Oracle attracted the  largest bullish block option trades  among tech stocks on Wednesday, even as overall markets came under pressure while investors assessed the outlook for U.S. interest rates in 2026. Huge Meta Call Option Signals Strong Bullish Sentiment The biggest block trade saw an investor pay  US$22.7 million  in premium for call options giving the right to buy  300,000 Meta shares at US$600  within 72 days. Although Meta trades above that level (US$645.41), the total cost including premium (~US$675.65) signals confidence that the stock could move  higher . Sentiment toward Meta has improved as: The company tightens  cost controls Shifts from open-source to a  closed AI model Investors view the stock as  oversold , with  7 of 15  technical indicators flashing signals of a potential rebound Meta is also preparing to unveil a new AI model,  “Avocado,”  distilling techniques from Go...

Asian markets were mixed on Thursday after  Oracle’s disappointing earnings  triggered a selloff in AI-related stocks, while the  US dollar weakened  and  bonds strengthened  following the Federal Reserve’s latest rate cut. Oracle Shock Pulls Down AI Stocks Oracle shares plunged  over 11%  after hours as its profit and revenue outlook missed expectations. Executives also warned of higher spending — raising concerns that  AI infrastructure costs are rising faster than profits . In Asia: SoftBank Group dropped 5% , weighing on Japan’s Nikkei Tokyo’s AI-linked stocks  were the biggest losers Nasdaq and S&P 500 futures fell  0.5%  and  0.3%  respectively Fed Cuts Rates, Dollar Slides The Fed lowered interest rates by  25bps to 3.5%–3.75% , but Chair  Jerome Powell  struck a balanced tone, reassuring markets that no official sees rate hikes as the base case. This pushed: S&P 500 up 0.7% Dollar lower ...

From Mag Seven to New AI Powerhouses It’s been nearly three years since OpenAI’s ChatGPT reshaped the global economy, and the  “Magnificent Seven”  — Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, and Tesla — have dominated markets. They’ve accounted for more than half of the S&P 500’s rally since early 2023. But Wall Street is now questioning whether this group still best represents the AI-driven future. While some of the seven continue to thrive, others are falling behind, making room for a new generation of leaders. Winners and Laggards Within the Mag Seven Strong AI performers : Nvidia, Microsoft, Alphabet, and Meta (shares up 21–33% this year). Struggling names : Apple, Amazon, and Tesla are lagging as AI strategies remain less defined. Analysts argue it’s “hard to see the current Mag Seven as the best representation of AI.” Wall Street’s New Proposals “Fab Four” : Nvidia, Microsoft, Meta, Amazon. “Big Six” : Mag Seven minus Tesla. “Elite 8” : Original seven plus B...

  Shares Cool After Historic Surge Oracle Corp’s stock fell nearly 5% on Thursday, cooling from a record-breaking rally that had propelled the company’s market valuation to US$933 billion — its highest ever — and brought co-founder Larry Ellison within striking distance of Elon Musk on the global wealth leaderboard. If losses hold, Oracle’s valuation will ease to around US$890 billion. Fuelled by AI Cloud Deals The enterprise software giant’s meteoric rise was underpinned by a string of multi-billion-dollar cloud contracts, underscoring insatiable demand for computing power as companies race to scale AI infrastructure. On Wednesday, Oracle shares had soared  35.9% in a single session , one of the largest daily gains in its history. A  Wall Street Journal  report revealed that OpenAI signed a  US$300 billion computing power deal  with Oracle, among the largest in history, and a key driver behind the revenue surge. Market Reaction and Outlook Despite Thursday...

US futures opened with sharp moves among key tech and energy names. Oracle’s blowout cloud results lifted related AI infrastructure stocks, while NIO weighed on sentiment after unveiling a major equity offering. Gapping Up Oracle (ORCL.US)  jumped  31.5%  after securing large contracts and reporting strong growth in its cloud infrastructure revenue. The company guided to $455 billion in booked orders, fueling optimism across AI and data center plays. CoreWeave (CRWV.US)  gained  11.9% , with momentum spilling over from Oracle’s bullish cloud outlook. Vertiv Holdings (VRT.US)  rose  5.1% ,  Credo Technology (CRDO.US)  added  3.9% , and  Astera Labs (ALAB.US)  advanced  3.8% , all benefiting from cloud infrastructure enthusiasm. Bloom Energy (BE.US)  surged  7.8%  on news of international clean energy orders worth Rs. 386.06 crore. Advanced Micro Devices (AMD.US)  climbed  4.2% , buoyed by optimism t...

  Key Takeaways: Larry Ellison’s fortune jumped  US$70 billion overnight , bringing his net worth to  US$364 billion . Now within  US$20 billion  of Elon Musk (US$384 billion), per  Bloomberg Billionaires Index . Boost driven by  Oracle’s 26% after-hours surge  — its largest single-day gain since 1999. Oracle shares already  up 45% YTD  prior to results, powered by  cloud growth outlook . Oracle Fuels Ellison’s Wealth Spike Larry Ellison, co-founder, chairman, and CTO of  Oracle Corp , saw his fortune jump to  US$364 billion  after the company’s blowout quarterly results. Oracle posted a  major increase in bookings  and delivered an  aggressive cloud infrastructure outlook , sending shares soaring  26% in extended trading . That after-hours move represents Oracle’s  largest single-day surge since 1999 , adding an unprecedented  US$70 billion to Ellison’s net worth. If sustained, it will b...

Oracle's stock soared nearly  4%  after a wave of bullish analyst upgrades, strong cloud momentum, and speculation over TikTok’s future in the U.S. Key Drivers Behind Oracle's Rally Stifel upgraded Oracle to “Buy” , highlighting: Aggressive capex  into AI infrastructure and cloud Strong remaining performance obligations (RPO)  growth of  +41% YoY Forecasted cloud revenue growth of  ~38% annually  over the next 2 years New  price target: $250  (up from $180) Cloud Boom Ahead : Oracle expects  cloud revenue to hit $46.5B by FY2027 , accounting for  100% of company revenue growth  in that period. OpenAI & AI Workloads : Oracle’s partnership with OpenAI and focus on  generative AI infrastructure  bolsters long-term confidence. $30 Billion Deal : Oracle revealed a  new cloud agreement  that could generate  $30B annually starting FY2028 , according to a regulatory filing. Analyst Optimism Builds Mizuho Se...