️Macro Alpha Analytics🫆

CEO Commentary (Safra Catz) 🔸 “We signed four multi-billion-dollar contracts in Q1… RPO backlog increased 359% to $455B. Demand for Oracle Cloud Infrastructure continues to build.” 🔸 “We expect several additional multi-billion-dollar customers… RPO likely to exceed half-a-trillion dollars soon.” Chairman / CTO Commentary (Larry Ellison) 🔸 “MultiCloud database revenue from Amazon, Google, and Microsoft grew 1,529% in Q1.” 🔸 “Next month we will introduce the ‘Oracle AI Database’—customers can run Gemini, ChatGPT, Grok, etc., directly on Oracle Database for instant AI insights.” 🔸 “Oracle AI Cloud Infrastructure and Oracle MultiCloud AI Database will dramatically increase demand. AI changes everything.”

$ORCL | Oracle Q1 Earnings Highlights 🔹 Revenue: $14.90B (Est. $15.03B) 😐; +12% YoY 🔹 Adj. EPS: $1.47 (Est. $1.48) 😐; +6% YoY 🔹 OI: $6.24B (Est. $6.21B) 🟢; +9% YoY Outlook 🔸 Expects Oracle Cloud Infrastructure revenue to grow 77% to $18B this fiscal year, rising to $32B, $73B, $114B, and $144B over next four years. Q1 Segment Results 🔹 Cloud Revenue (IaaS + SaaS): $7.2B; UP +28% YoY 🔹 Cloud Infrastructure (IaaS): $3.3B (Est. $3.38B) 🔴; UP +55% YoY 🔹 Cloud Applications (SaaS): $3.8B (Est. $3.87B) 🔴; UP +11% YoY 🔹 Fusion Cloud ERP (SaaS): $1.0B; UP +17% YoY 🔹 NetSuite Cloud ERP (SaaS): $1.0B; UP +16% YoY 🔹 Software Revenue: $5.7B; DOWN -1% YoY Other Metrics 🔹 Remaining Performance Obligations (RPO): $455B; UP +359% YoY 🔹 Short-term Deferred Revenues: $12.1B 🔹 Operating Cash Flow (TTM): $21.5B; UP +13% YoY 🔹 Dividend: $0.50/share (payable Oct 23, 2025)

Why UnitedHealth Group Stock Soared on Tuesday https://finance.yahoo.com/news/why-unitedhealth-group-stock-soared-183314773.html

Nvidia-Backed Nebius Stock Soars 50% on AI Infrastructure Deal With Microsoft https://finance.yahoo.com/news/nvidia-backed-nebius-stock-soars-135931257.html

JUST IN: Apple has introduced the iPhone Air, which is the slimmest iPhone ever released.

Job growth revised down by 911,000 through March, signaling economy on shakier footing than realized https://www.cnbc.com/2025/09/09/jobs-report-revisions-september-2025-.html?__source=androidappshare

BREAKING: The US Labor Department revises -911,000 jobs out of the data reported in the 12 months ending March 2025. The US job market is far weaker than initially reported. (@TheKobeissiLetter)

“股王”发威全场涨最多　股价创8个月新高！ | 财经 | 東方網 馬來西亞東方日報 https://www.orientaldaily.com.my/news/business/2025/09/09/760425

Farm Fresh optimistic on profit growth with expansion in Asean markets | The Star https://www.thestar.com.my/business/business-news/2025/09/09/farm-fresh-optimistic-on-profit-growth-with-expansion-in-asean-markets

HSBC, Alibaba propel Hong Kong stocks near 4-year high on Fed rate-cut outlook | South China Morning Post https://www.scmp.com/business/china-business/article/3324817/hsbc-alibaba-propel-hong-kong-stocks-near-4-year-high-fed-rate-cut-outlook