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U.S. Stocks Open Lower, with the three major indexes all down. Oracle is down 2%, and will announce its Q4 FY2026 earnings after the market close today.

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June 10 – Data from Bitget Markets shows U.S. stocks opened lower: the Dow Jones Industrial Average slipped 0.22%, the S&P 500 dipped 0.4%, and the Nasdaq Composite retreated 0.6%. Oracle (ORCL) fell 2% ahead of its fourth-quarter fiscal 2026 earnings, scheduled to release after today’s market close. Wall Street’s consensus forecast calls for Oracle to generate roughly $19.1 billion in quarterly revenue, with adjusted earnings per share (EPS) of $1.96. Amid ongoing surging demand for AI infrastructure, investors are zeroing in on three key areas for clues: Oracle Cloud Infrastructure (OCI) growth, AI-related order backlog and changes in remaining performance obligations (RPO), plus management’s latest outlook for fiscal 2027 growth. As a leading global cloud infrastructure provider, Oracle has ramped up investments in AI data center construction in recent years and is deeply involved in major AI infrastructure projects like OpenAI’s Stargate initiative. Markets expect the AI-related signals from Oracle’s earnings report and guidance to drive notable moves in stocks across the GPU, optical module, CPO, and AI data center supply chains.
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