Oracle's AI Push Sets Up a Big Post-Earnings Move, Options Traders Bet

1 min read
Source: Yahoo Finance
Oracle's AI Push Sets Up a Big Post-Earnings Move, Options Traders Bet
Photo: Yahoo Finance
TL;DR Summary

Oracle is set to report fiscal Q1 after the bell as options traders bet on a big move, with bullish call activity focused around the $175 strike. The company’s cloud infrastructure revenue jumped 93% to $5.8 billion last quarter, and it ended fiscal 2026 with $638 billion in remaining performance obligations, signaling a large backlog. However, free cash flow turned negative to about $23.7 billion due to AI data-center spending, creating a tension between growth and cash generation ahead of the earnings release.

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