The U.S. stock market is in full motion as Oracle’s record-setting AI-driven earnings ignite a rally across tech and semiconductor stocks. Dow Jones futures are steady, S&P 500 holds near all-time highs, and the Nasdaq Composite surges to fresh records.
With cooling inflation, rising hopes of a Federal Reserve rate cut, and AI stocks dominating Wall Street’s spotlight, traders face an exceptional opportunity-rich environment.
Oracle’s AI-Powered Breakout: A Historic Rally
Oracle Stock Rockets 36% Premarket
Oracle (ORCL) shocked Wall Street with a +36% surge after smashing quarterly earnings expectations and revealing AI-driven cloud revenue guidance. The company’s remaining performance obligations (RPO) skyrocketed +359% to $455B, a clear sign of accelerating AI infrastructure demand.
“Oracle’s backlog shows just how pivotal it has become in the generative AI revolution,” noted Barclays analyst Raimo Lenschow.
Oracle AI Highlights
- Massive GPU partnerships with Nvidia for training large AI models.
- Strategic cloud alliances with Palantir, Tesla, and OpenAI.
- A $35B investment in AI-driven cloud infrastructure over the next 18 months.
Oracle’s Q3 2025 Financial Highlights
| Metric | Result | Expectation | Surprise |
|---|---|---|---|
| EPS | $2.37 | $2.12 | +11.8% |
| Revenue YoY | +18% | +12% | ✅ Beat |
| RPO (AI Backlog) | $455B | $320B | +42% |
| AI Cloud Revenue | +126% | +80% | 🚀 Massive |
Nasdaq Hits All-Time Highs: AI Stocks Dominate
Oracle’s rally triggered a broad-based AI and semiconductor breakout, pushing the Nasdaq Composite to fresh record highs.
| Stock | Price Change | Catalyst |
|---|---|---|
| Nvidia (NVDA) | +7.4% | AI GPU demand skyrocketing |
| AMD (AMD) | +5.6% | Expanding AI server deployments |
| Broadcom (AVGO) | +4.9% | AI networking chip orders surge |
| TSMC (TSM) | +4.1% | New chip supply contracts |
| GE Vernova (GEV) | +3.8% | Data center energy solutions demand |
Palantir (PLTR) Flashes a Fresh Buy Signal
Palantir Technologies (PLTR) is breaking out above a key technical resistance level, issuing a high-confidence buy signal at $27.50.
Why Palantir Matters in AI
- Its AI Platform (AIP) is becoming a standard for defense, government, and enterprise applications.
- Oracle-Palantir cloud partnerships are expanding big data and AI deployments.
- Q4 revenue growth projected at +42% YoY, outperforming peers.
Palantir’s Technical Levels
- Breakout Entry: $27.50 ✅
- Support Zone: $24.80
- Resistance Target: $31.20
- Relative Strength (RS): 92 (very strong)
Federal Reserve Outlook: Rate Cut Bets Rise
Cooling Producer Price Index (PPI) data has increased bets on a September Fed rate cut.
| Inflation Metric | Actual | Expected | Impact |
|---|---|---|---|
| PPI YoY | +1.7% | +2.3% | 🟢 Bullish |
| Core PPI YoY | +2.1% | +2.5% | 🟢 Bullish |
| Fed Rate Cut Odds | 78% | 55% last week | 🚀 Higher |
Lower interest rates would supercharge tech valuations, particularly for AI and cloud leaders like Oracle, Palantir, and Nvidia.
Live Trading Dashboard (SEO-Optimized)
A. AI Stock Performance Today
| Stock | Price | % Change | Trend | AI Exposure |
|---|---|---|---|---|
| ORCL | $165.20 | +36.4% | 🔥 Bullish | High |
| NVDA | $990.30 | +7.4% | 🚀 Breakout | High |
| PLTR | $27.80 | +8.2% | ✅ Buy Signal | High |
| AMD | $174.10 | +5.6% | Bullish | Medium |
| AVGO | $1,247.50 | +4.9% | Bullish | High |
AI-Driven Buy/Sell Signal Table
| Stock | Signal | Entry | Stop-Loss | Target Price | Confidence |
|---|---|---|---|---|---|
| ORCL | Buy | $165.00 | $158.00 | $185.00 | 95% |
| PLTR | Buy | $27.50 | $24.80 | $31.20 | 92% |
| NVDA | Buy | $990.00 | $950.00 | $1,080.00 | 94% |
| AMD | Hold | $172.00 | $165.00 | $190.00 | 88% |
| AVGO | Buy | $1,240.00 | $1,180.00 | $1,320.00 | 90% |
Tactical Trading Strategies
A. Short-Term Scalps
- Oracle (ORCL): Watch for pullbacks near $165 for bounce entries.
- Palantir (PLTR): Breakout entry confirmed above $27.50; tight stops below $24.80.
- Nvidia (NVDA): Momentum breakout above $990 resistance zone.
B. Swing Trading Picks
- AI ETFs to Watch:
- BOTZ — AI & Robotics ETF
- SMH — Semiconductor ETF
- Comfort Systems (FIX): Infrastructure-driven breakout candidate.
C. Risk Management
- Avoid chasing parabolic spikes.
- Use trailing stops to lock in gains.
- Hedge exposure with SQQQ or UVXY if Nasdaq overheats.
Key Takeaways
- Oracle’s AI-driven earnings sparked a tech sector rally and lifted Nasdaq to new highs.
- Palantir’s breakout offers a high-probability swing trade setup.
- Cooling inflation increases rate-cut odds, boosting growth stock valuations.
- Traders should embrace AI momentum strategically, balancing exposure with risk controls.
SEO Enhancements
- Target Keywords:
Dow Jones futures, Nasdaq rally today, Oracle AI stock, Palantir buy signal, AI stocks to buy now, best swing trade stocks 2025. - Meta Description:
“Dow Jones futures edge higher as Oracle’s AI-driven earnings spark a Nasdaq rally, Palantir triggers a breakout buy signal, and Fed rate-cut bets surge.”
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