🔥 Bitget US Stocks Hotspot Strike | 2026.06.09
2026/06/10 03:04Main Theme: Oracle Earnings Catalyst + AI Chip/Memory Momentum Continues | Cloud Infrastructure Verification Window Opens
Oracle Q4 Earnings Due Today After Market Close
Oracle FY2026 Q4 earnings will be released after the US market closes today. Analysts expect revenue of approximately $19.1 billion (+20% YoY), EPS of $1.96. Cloud services, particularly OCI, are expected to sustain high growth, with AI infrastructure orders driving a strong backlog. Bank of America and others recently raised their price targets on strong demand.
🎯 Beneficiary: ORCL Key Catalyst: Earnings to validate cloud + AI order execution; watch post-market guidance and OCI growth rate.
SpaceX IPO Demand Heats Up
SpaceX IPO priced at $135/share, targeting approximately $75 billion in capital raised at a ~$1.8 trillion valuation. Recent demand shows significant oversubscription (institutional orders exceeding $10 billion). Listing this week (SPCX), with Starlink revenue and rocket business as primary drivers.
🎯 Beneficiary: SPCX (post-listing), aerospace-related chain |Key Catalyst: The world's largest IPO approaching finalization; watch first-day capital inflows and trading volume.
AI Memory & Storage Momentum Continues
AI data center buildout continues to drive memory/storage demand. MU and related sectors have shown strong performance recently, with HBM high-bandwidth memory supply remaining tight. Seagate and other storage companies benefit from rising CapEx.
🎯 Beneficiary: MU, STX |Key Catalyst: AI server memory/storage order trends continuing; watch for supply chain tightness signals.
Trading Note: Oracle earnings and SpaceX IPO catalyst events are unfolding, with strong capital flows into AI cloud/memory/chip themes. CPI/PPI data releases are approaching. Maintain disciplined position sizing and watch for volatility.
US stock market volatility has intensified recently. This content is for informational reference only and does not constitute investment advice.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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