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.

BlockBeats News, June 10th, according to Bitget market data, the US stock market opened with the Dow Jones down 0.22%, the S&P 500 down 0.4%, and the Nasdaq down 0.6%. Oracle dropped 2%, and will announce its performance for the fourth quarter of fiscal year 2026 after today's market close. The market generally expects Oracle's revenue for this quarter to be around $19.1 billion, with adjusted earnings per share (EPS) of about $1.96. With the continuous growth in AI infrastructure demand, investors will focus on the Oracle Cloud Infrastructure (OCI) business growth rate, AI-related order backlog and remaining performance obligations (RPO) changes, and the latest outlook from management on the growth prospects for fiscal year 2027.

As one of the world's leading cloud infrastructure providers, Oracle has been increasing its investment in AI data center construction in recent years and has been deeply involved in large-scale AI infrastructure projects such as OpenAI's "Stargate." The market believes that the AI demand signal released by this financial report and performance may have a significant impact on the stock performance of companies in the GPU, optical module, CPO, and AI data center supply chain.