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财报

How Oracle shook off fears about AI spending, sending its stock higher

财报/业绩新闻:“Several of Oracle’s bear cases were addressed head on” in the latest earnings report, according to an analyst. 相关标的:NVDA, AMD, SMH。

财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。

财报

Adobe targets Q4 revenue of $6.8B-$6.85B while raising FY 2026 EPS targets

财报/业绩新闻:Adobe targets Q4 revenue of $6.8B-$6.85B while raising FY 2026 EPS targets 暂未识别到明确 ticker,适合作为宏观或行业背景观察。

财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。

财报

Reformation forecasts $602M-$606M 2026 revenue while planning 15-16 store openings

财报/业绩新闻:Reformation forecasts $602M-$606M 2026 revenue while planning 15-16 store openings 暂未识别到明确 ticker,适合作为宏观或行业背景观察。

财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。

财报

Oracle forecasts at least $90B FY2027 revenue as Q2 guidance calls for 30%-34% growth

财报/业绩新闻:Oracle forecasts at least $90B FY2027 revenue as Q2 guidance calls for 30%-34% growth 暂未识别到明确 ticker,适合作为宏观或行业背景观察。

财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。

财报

Frequency Electronics signals capacity expansion that could pull forward its $150M+ fiscal 2029 revenue target following $73M equity raise

财报/业绩新闻:Frequency Electronics signals capacity expansion that could pull forward its $150M+ fiscal 2029 revenue target following $73M equity raise 暂未识别到明确 ticker,适合作为宏观或行业背景观察。

财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。

财报

SpaceX is inching closer to this lofty $100 billion milestone

财报/业绩新闻:SpaceX has set an ambitious revenue target and a newly disclosed computing-power deal could get the company a bit nearer to its goal. 暂未识别到明确 ticker,适合作为宏观或行业背景观察。

财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。

财报

Here are the major earnings before the open Friday

财报/业绩新闻:Here are the major earnings before the open Friday 暂未识别到明确 ticker,适合作为宏观或行业背景观察。

财报类新闻优先检查近月 IV、expected move、财报后波动压缩和价差流动性。

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