Two mega-cap software giants step into the spotlight Tuesday. Oracle and Adobe both report after the close on September 10.
Oracle posts Q1 2027 results. The $457 billion database titan carries short interest of just 2.8% of free float. Bears have little conviction here. AI-driven cloud demand has powered Oracle's stock higher through 2026.
Adobe reports Q3 2026 earnings on the same day. Its $106 billion market cap masks a more complex story. Short interest sits at 4.6% of free float. Investors want proof that AI tools are lifting revenue rather than cannibalising it.
Also today, Casey's General Stores holds its Q1 2027 earnings call at 8:30am ET. The Midwest convenience retailer is a steady performer. Results are a read on consumer spending at petrol stations.
The Cooper Companies releases Q3 2026 results this afternoon after the bell. The contact lens maker rarely disappoints.
Thursday brings Kroger to the stage. The US grocery giant hosts its Q2 2027 earnings call at 8:00am ET. Investors will scan margins closely. Food inflation trends remain the key variable for the sector.
No IPOs are scheduled to price this week. The broader conference calendar is heavy, with NVDA, ASML, Goldman Sachs and Pfizer all presenting at investor events today.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
