Oracle Night, HIMS Earnings, and a Packed Week Ahead

Earnings in Focus

Oracle reports Q4 2026 results tonight after the close. The $609B cloud giant carries just 2.1% short interest. Bears are not positioned for a miss. Options markets are the primary bearish vehicle, with heavy activity clustering around the June 12 expiry. Tomorrow, Adobe and homebuilder Lennar both post quarterly numbers. Luxury retailer RH also reports Wednesday.

HIMS in the Crossfire

Hims & Hers Health reports earnings today — and the setup is extreme. Short interest stands at 29.6% of free float. Availability has fallen to zero. No shares remain to borrow. Options are the only short vehicle left. Puts are stacking through June 12 and June 18 expiries. This is one of the highest-conviction short positions in mid-cap healthcare right now.

Meta vs. NSO Group

Meta filed a new legal action against Israel's NSO Group. The company says NSO defied a court order and launched a fresh Pegasus-linked phishing campaign through WhatsApp. The case adds another layer of regulatory and reputational risk to the spyware sector.

Europe: BT Reports Wednesday

UK telecom BT Group posts full-year 2026 results on Wednesday. Cybersecurity firm NCC Group also reports the same day. Both are watched closely as UK tech and telecom names face pressure from elevated borrowing costs and soft consumer sentiment.

Short Interest Snapshot

Nuclear name NNE climbed to 27.7% short interest this week. CrowdStrike earned an analyst upgrade with a $712 consensus target. REITs Prologis and Federal Realty were downgraded as rate pressure lingers.