US Stock of the Day | Kabutaro & Friends

On September 10, 2026, the most talked-about US stock online is Oracle<ORCL>.
Background: The company reports fiscal first-quarter results after the US close. Consensus calls for revenue of about $19.1 billion, up 28% year-over-year, and adjusted EPS of $1.75, against prior company guidance of 27% to 29% revenue growth, 58% to 64% cloud revenue growth and non-GAAP EPS of $1.72 to $1.76. The main focus is remaining performance obligations, which stood at $638 billion at the end of the prior quarter, up $85 billion sequentially, including $75 billion from prepaid AI-related contracts. Cloud infrastructure revenue grew 93% year-over-year to $5.8 billion. On the other side of the ledger, fiscal 2026 free cash flow was negative $23.7 billion, the company raised $43 billion in debt and $5 billion in equity, and expects roughly $40 billion more in fiscal 2027. Counterparty risk around its five-year, $300 billion contract with OpenAI is also under debate. The stock trades near $161, down 53% from its record high of $345.