Fast Money Blog- 6/13/25

This week, the stock market was highly influenced by the conflict between Israel and Iran.  As I’ve said before, Wall Street does not like uncertainty, and the Dow fell heavily today (Friday, June 13th) after Israel began launching airstrikes on Iran, who then retaliated. 

This conflict in the Middle East is a potential problem for the U.S. for many reasons, not the least of which is how it affects our oil supplies and the price of energy. 

The biggest story on Wall Street this week was the earnings release from Oracle Corporation (ORCL).

On Wednesday, June 11th, ORCL reported outstanding Q4 2025 earnings with top-line revenue of $15.9 billion, an increase of 11% year-over-year. 

Here are the important things to know:

Q4 Cloud Application (software applications that can be used in a cloud) revenue came in at $3.7 billion, up 12%.

Record level AI demand drove Oracle Cloud Infrastructure revenue to $3 billion, up 52% in Q4. 

Total Q4 Cloud Revenue (Application and Infrastructure) was $6.7 billion, up 27%.

The company's FY2025 total revenue grew 8% to $57.4 billion.  

Another impressive thing to note is that the company said its remaining performance obligations (RPO), a measure of backlogged work, grew 41% to $138 billion. 

Looking ahead, ORCL executives said they expect their fiscal 2026 revenue to be "dramatically" higher, as Oracle sees benefits from its AI and cloud services push.

Based on the revenue and positive guidance from the company, over the 6 months I expect to see ORCL stock rise significantly. 

Tyrone Jackson, The Wealthy Investor