Oracle Stock Just Surged After CoreWeave Earnings. Here's Why One Analyst Says It's Built for the Data-Center Backlash
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This report does not map to a usual set of affected companies.
Directly affected
Indirectly affected
- XLK Technology Select Sector SPDR+2.9% 9d
Technology Select Sector SPDR holds the technology sector that CoreWeave belongs to, so it often moves with news about it.
- MSFT Microsoft+4.0% 30d
Microsoft is a peer of CoreWeave in prepackaged software; rivals often move on the same news.
- PLTR Palantir Technologies-9.7% 30d
Palantir Technologies is a peer of CoreWeave in prepackaged software; rivals often move on the same news.
- CRWD CrowdStrike Holdings-10.6% 7d
CrowdStrike Holdings is a peer of CoreWeave in prepackaged software; rivals often move on the same news.
- SHOP Shopify-1.2% 30d
Shopify is a peer of CoreWeave in prepackaged software; rivals often move on the same news.
- CRM Salesforce-7.0% 30d
Salesforce is a peer of CoreWeave in prepackaged software; rivals often move on the same news.
- NOW ServiceNow-25.7% 30d
ServiceNow is a peer of Oracle in prepackaged software; rivals often move on the same news.
- SNOW Snowflake
Snowflake is a peer of Oracle in prepackaged software; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ORCL | -10.23% | -6.66% | base | after close | after close | after close | after close |
| CRWV | -28.21% | -19.41% | base | after close | after close | after close | after close |
| XLK | -6.83% | -2.01% | base | after close | after close | after close | after close |
| MSFT | +3.01% | +4.72% | base | after close | after close | after close | after close |
| PLTR | -10.18% | -1.88% | base | after close | after close | after close | after close |
| CRWD | -5.38% | -0.15% | base | after close | after close | after close | after close |
| SHOP | -3.68% | +1.82% | base | after close | after close | after close | after close |
| CRM | +2.05% | -1.38% | base | after close | after close | after close | after close |
| NOW | -0.41% | -0.00% | base | after close | after close | after close | after close |
| SNOW | -10.56% | -3.37% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Oracle Stock Just Surged After CoreWeave Earnings. Here's Why One Analyst Says It's Built for the Data-Center Backlash The Motley Fool
Source: The Motley Fool
This story
| Company | When | Move | Status |
|---|---|---|---|
| CRM | three days earlier | -1.38% | final price |
| CRM | five days earlier | +2.05% | final price |
| CRWD | three days earlier | -0.15% | final price |
| CRWD | five days earlier | -5.38% | final price |
| CRWV | three days earlier | -19.41% | final price |
| CRWV | five days earlier | -28.21% | final price |
| MSFT | three days earlier | +4.72% | final price |
| MSFT | five days earlier | +3.01% | final price |
| NOW | three days earlier | -0.00% | final price |
| NOW | five days earlier | -0.41% | final price |
| ORCL | three days earlier | -6.66% | final price |
| ORCL | five days earlier | -10.23% | final price |
| PLTR | three days earlier | -1.88% | final price |
| PLTR | five days earlier | -10.18% | final price |
| SHOP | three days earlier | +1.82% | final price |
| SHOP | five days earlier | -3.68% | final price |
| SNOW | three days earlier | -3.37% | final price |
| SNOW | five days earlier | -10.56% | final price |
| XLK | three days earlier | -2.01% | final price |
| XLK | five days earlier | -6.83% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $15,001 - $50,000 on 13 Oct 2026. That is 29 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a dependent child), worth $1,001 - $15,000 on 30 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Oracle (ORCL) (held by a spouse), worth $1,001 - $15,000 on 30 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought CoreWeave (CRWV), worth $1,001 - $15,000 on 28 Aug 2026. That is 75 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Microsoft (MSFT) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 14 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 21 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 27 days before publication. Filed 2 Nov 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $1,001 - $15,000 on 24 Aug 2026. That is 79 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Palantir Technologies (PLTR), worth $50,001 - $100,000 on 17 Aug 2026. That is 86 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold CrowdStrike Holdings (CRWD), worth $100,001 - $250,000 on 21 Aug 2026. That is 82 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Salesforce (CRM) (held by a dependent child), worth $1,001 - $15,000 on 13 Oct 2026. That is 29 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Maria Elvira Salazar sold Salesforce (CRM), worth $1,001 - $15,000 on 24 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Oracle Stock Just Surged After CoreWeave Earnings. Here's Why One Analyst Says It's Built for the Data-Center Backlash” scores 12 out of 100. The score uses 1 sources.