TMTB: ORCL recap; CVNA ug at Jefferies; 3p Roundup (AWS, GOOGL, RBLX); COIN ug at Rayjay; AAPL +ve; Tiktok bill house tomorrow; HPE AI order
Good morning - QQQs are up 45bps ahead of CPI at 8:30am. BTC is (wait…double checks), yes red and dn 40bps. China is up 2.5%. Slow news/research day today (seems like everyone is exhausted post-earnings)- we’ll recap ORCL then get into today…
ORCL: Bullish commentary and solid KPIs: OCI/RPO/Capex growth
Just looking at headline numbers ORCL’s Q3 looked …
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