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These stocks, including Oracle, are among the most overbought on Wall Street

CNBC: Investing

CEO Safra Catz said cloud infrastructure revenue is expected to rise more than 70% in fiscal 2026, adding that the fiscal year "will be even better as our revenue growth rates will be dramatically higher." Most of the week's gains came after Oracle's fiscal fourth quarter results topped Street estimates.

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BMO Capital Markets upgrades Oracle to outperform following earnings blowout

CNBC: Investing

The stock fell 1% in premarket trading Friday. Oracle also believes that its year-over-year cloud growth could top 40%, and that its fiscal year 2026 total revenues will also exceed Wall Street expectations. ORCL YTD mountain ORCL YTD chart Bachman attributed the ratings upgrade to "solid results and compelling guidance."

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The tech-heavy 'QQQ' is near a new record. Here are the stocks that analysts see taking it over the top

CNBC: Investing

Similarly, last month Citigroup named AppLovin one of its top picks , saying "the launch of APP's self-serve tools are apt to accelerate eCommerce revenues in 4Q25 and 2026," at the same time as "we sense that APP is not widely held by the majority of our clients as many investors view the firm as a 'black box.'"

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SSGA launches first actively managed corporate and municipal target maturity ETFs in the US

The TRADE

Named SPDR SSGA MyIncome ETFs, the suite looks to offer investors the ability to build their own custom bond ladder portfolios to manage their respective cash flow, interest rate risk, and liquidity needs. The suite consists of 14 actively managed target maturity ETFs with various maturity years ranging from 2026 to 2034.

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DTCC’s FICC launches new public-facing Value at Risk calculator

The TRADE

With the amount of US Treasury clearing activity processed through FICC expected to rise by $4 trillion daily following the SEC’s expanded clearing mandate which will be implemented in 2025 and 2026, DTCC’s calculator will be a key tool for firms to determine VaR and potential margin obligations for any simulated portfolio.

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Celsius shares can rally more than 30% as growth story is 'heating back up,' TD Cowen says in upgrade

CNBC: Investing

The stock was last up more than 3% in extended trading. " "We believe the stock will continue to trade higher this year as the Celsius brand returns to growth, the Alani Nu integration progresses smoothly, and investors look ahead to distribution expansion in 2026 and beyond.

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Retail boost is driving volumes off-exchange, Liquidnet finds

The TRADE

Despite retail flows not necessarily adding much in terms of available liquidity, Liquidnet noted that book depth, lower correlations and reduced volatility had improved for traders and portfolio managers. The post Retail boost is driving volumes off-exchange, Liquidnet finds appeared first on The TRADE. billion worth of purchasing.

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