the tape · 2026-09-11SLS▼ -14.4%HPE▲ +12.4%DELL▲ +12.0%HPQ▲ +8.4%SMCI▲ +7.3%BE▲ +6.7%CSCO▲ +4.4%ARM▲ +4.2%MRVL▲ +4.0%IBM▲ +4.0%GEV▲ +3.6%SNDK▼ -3.5%QCOM▲ +2.9%BA▲ +2.8%INTC▲ +2.6%AMD▲ +2.5%UNH▼ -2.4%SPCX▲ +2.0%CRM▲ +1.9%AMZN▲ +1.9%
Video · 2026-09-10
ORCL down 5.4% on rising rate hike odds
The catalyst: rising rate hike odds.
Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.
As reported: “Oracle earnings: Do concentration risks fall on Oracle or the big AI firms?” — Yahoo Finance, 2026-09-10.
What happened after
T+1 -1.7%T+5 — pendingT+20 — pending
More: ORCL move history · track record · that day's brief · watch on YouTube
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