US Stock of the Day | Kabutaro & Friends

On September 11, 2026, the most talked-about US stock online is Oracle<ORCL>.
Background: In fiscal first-quarter results released after the close on September 10, revenue of $19.35 billion beat the $19.14 billion consensus and non-GAAP EPS of $1.92 topped the $1.74 estimate. Cloud infrastructure revenue rose 121% year-over-year to $7.4 billion. Remaining performance obligations reached $664 billion, up $209 billion from a year earlier and above the $630.6 billion consensus, and the company said it booked more than $30 billion of new AI cloud contracts during the quarter while delivering 850 megawatts of data center capacity and more than 300,000 GPUs to customers. Capital expenditure, however, jumped to $28.5 billion from $8.5 billion a year earlier, and quarterly free cash flow was negative by about $5 billion. The full-year capital spending plan was left unchanged. Shares closed the September 10 regular session down 5.4% but rose about 7% after hours, and were trading 6.1% higher at $162.29 in premarket on September 11.