## Oracle’s Earnings and the Stargate Project
Oracle (ORCL), the esteemed cloud services giant, approaches its fiscal third-quarter results announcement on Monday. Analysts are keenly anticipating insights into revenue trajectory and updates on Oracle’s [Stargate joint venture](https://www.investopedia.com/trump-announces-usd500b-ai-joint-venture-with-oracle-openai-and-softbank-8778027). This collaboration with OpenAI and [SoftBank](https://www.investopedia.com/news/what-softbank/) is a colossal $500 billion initiative focused on artificial intelligence infrastructure. UBS analysts emphasise the significance of any disclosures about Stargate, maintaining a “buy” rating and setting a $210 price target for Oracle’s stock.
Regarding market sentiment, eight out of the fourteen analysts tracked by Visible Alpha have marked Oracle with a “buy” or equivalent rating, while the other six maintain a “hold” perspective. The consensus price target stands at approximately $194, indicating a potential 25% upside.
### Financial Forecasts
Oracle’s financial projections are optimistic, with expectations of fiscal first-quarter revenue reaching $14.38 billion. This reflects an 8% year-on-year growth. Analysts predict adjusted earnings to settle at $4.29 billion, or $1.49 per share, compared to $3.98 billion, or $1.41 per share, from the previous year.
### Oracle Shares Performance
Despite Oracle shares being down for the year, they’ve risen by about 35% over the past year, significantly outperforming the Nasdaq Composite. The share price climbed nearly 3% on Friday.
## CoreWeave and Nvidia: A Promising IPO
[CoreWeave](https://www.investopedia.com/markets/quote?tvwidgetsymbol=NVDA), buoyed by Nvidia’s backing, is poised for a potential IPO next week. This cloud computing firm’s public offering could rank among the most substantial in recent memory, seeking $4 billion in funds to match a total valuation of $35 billion, per Renaissance Capital. CoreWeave generates revenue by leasing data centre facilities equipped with Nvidia chips. Its primary client, Microsoft (MSFT), contributed to 62% of its 2024 revenue. Despite a [report in the Financial Times](https://www.investopedia.com/) suggesting a diminishing partnership, CoreWeave has refuted these claims.
### Financials and Challenges
CoreWeave posted a 2024 net loss of $863 million on $1.9 billion in revenue, attributing losses to business investments. Nonetheless, their planned IPO signifies growth and opportunity.
## Market Movements and Company Performances
### McDonald’s Triumph
[McDonald’s](https://www.investopedia.com/markets/quote?tvwidgetsymbol=MCD) stock hit an all-time high amidst a challenging journey post an [E. coli outbreak in October](https://www.investopedia.com/mcdonalds-stock-tumbles-as-us-investigates-quarter-pounder-link-to-e-coli-outbreak-8732480). Surpassing the prior record of $317.90 set in October, the stock reached around $320, a testament to its recovery and steady climb. Year-to-date, McDonald’s shares have gained about 10%.
### Intuitive Machines’ Moon Mishap
The lunar exploration venture [Intuitive Machines](https://www.investopedia.com/markets/quote?tvwidgetsymbol=LUNR) faced setbacks when its “Athena” spacecraft landed off-target within a lunar crater, halting the mission. Despite these stumbles, the company highlighted achievements like the execution of NASA’s PRIME-1 suite. While shares plunged 20% over two sessions, they’ve risen approximately 75% over the past year.
### CooperCompanies Shares Plunge
[CooperCompanies](https://www.investopedia.com/markets/quote?tvwidgetsymbol=COO) encountered a significant dip following lacklustre quarterly sales. They reported EPS of 92 cents, just meeting estimates, with revenue of $964.7 million falling short. Despite a fiscal 2025 earnings forecast boost, shares fell by 6%, reflecting investor dissatisfaction.
## Broader Market Movements
### Nasdaq’s 24/7 Trading Initiatives
Nasdaq’s ambition for [24-hour trading](https://www.investopedia.com/terms/n/nasdaq.asp) is set to debut in the latter half of 2026. President Tal Cohen emphasises enhancing market accessibility for global investors, highlighting the trend of growing foreign holdings in U.S. equities.
### Major Indexes’ Performance
The indexes are experiencing a challenging week, with the [Dow Jones](https://www.investopedia.com/) down 2.9%, the S&P 500 by 3.6%, and the Nasdaq by 4.1%. Notably, this decline marks the largest for 2025 so far.
### Broader Financial Outlook
Futures for the Dow, S&P 500, and Nasdaq 100 saw marginal increases, reflecting persistent market volatility and investor anticipation.
In conclusion, the financial landscape remains complex and dynamic, with companies like Oracle and CoreWeave poised for significant developments. Meanwhile, major indices and individual stocks navigate a fluctuating and often unpredictable market climate.
