Oracle's Plate Rises 2% in After-Hours Trading, Market Focused on How Post-Market Earnings Report Will Signal AI Demand

BlockBeats News, June 10th, according to Bitget market data, Oracle turned upward during the day, with a 2% increase, and will announce its performance for the fourth quarter of the 2026 fiscal year after hours today. The market generally expects Oracle's revenue for this quarter to be around $19.1 billion, with an adjusted earnings per share (EPS) of about $1.96.

With the continuous growth in AI infrastructure demand, investors will focus on Oracle Cloud Infrastructure (OCI) business growth, AI-related order backlog and Remaining Performance Obligations (RPO) changes, as well as the latest outlook from management on the growth prospects for the 2027 fiscal year. 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 revealed in this financial report and performance release may have a significant impact on the stock prices of companies in the GPU, optical module, CPO, and AI data center supply chain.