Tech sell-off: why CoreWeave has become the AI canary in the coalmine

#BestAIStocks #TopAIStocks #TopTechStocks #Investing #SellOff #CoreWeaveShares #NvidiaShares #MicrosoftShares #AlphabetShares #OracleShares #AmazonShares #NVDA #MSFT #AMZN #GOOG #CRWV #NBIS #ORCL

sharesify.com/tech-sell-of...

#CRWV is the cleanest defensive print: $2.7M unusual premium on 70% puts.

↘️ CRWV setup: 3.8x momentum, 83d avg expiry
↘️ #NBIS flow: $1.5M unusual premium, 61% puts
↘️ MU flow: $397K unusual premium, 64% puts
↗️ #ORCL offset: $1.6M unusual premium, 25% puts

US macro, where are we as of October 2026? We read it through Andy Constan's five acts. Our answer is early Act 4, arriving through AI credit, not rates. Today CoreWeave's 2032 notes were quoted at a 14.96% yield, Oracle's 2066 bond at its widest spread since issue. $CRWV $ORCL

#macro #credit

#MRVL #ORCL Marvell, Microsoft and Oracle Establish OCP Working Group to Standardize Data Center Hardware Security

https://www.stocktitan.net/news/MRVL/marvell-microsoft-and-oracle-establish-ocp-working-group-to-titmxzeyir95.html?utm_source=stocktitan-bluesky&utm_medium=social

Oracle onder druk met koersverlies van 2,84%

Oracle-aandelen zakken 2,84% in tot 137,39 USD. Het bedrijf staat voor uitdagingen die contrasteren met gro…

https://yieldgraph.nl/blog/oracle-onder-druk-met-koersverlies-van-284/ #aandelen #beurs #investeren #beursnieuws #orcl #WallStreet #YieldGraph

🚨 Insider Buy Alert

Former CEO of Quest Diagnostics just picked up $3.5M worth of #ORCL shares as the stock trades nearly 60% below all-time highs

He currently sits on the Board of Directors at Oracle.

The week’s biggest unusual premium clustered in #INTC, #ORCL and #NBIS. But the sharpest positioning still leaned put-heavy, not clean bullish.
↘️ Unusual premium: INTC $7.8M, 31% puts; ORCL $5.5M, 28% puts
↗️ Momentum: NBIS $5.1M unusual premium, 1.6x momentum

#INTC led the week’s fresh unusual premium at $7.8M, with #ORCL at $5.5M.
↘️ Put flow: most leaders sat 28%-48% bearish, with CRWV at 68%
➡️ MU/NVDA: $225.1M and $300.6M total premium, but only $1.6M and $745.7K unusual
↗️ Momentum: HUM 2.0x, NBIS 1.6x

🖥️ Oracle Sinks 5.48% to $135.69 as Dividend Battle With Cisco Heats Up

Oracle shares fell 5.48% to $135.69, extending a brutal stretch that has the stock down 30.67% year to date and sitting in the 7th percentile of its 52-week range.

#ORCL #Dividends

https://financier.news/

📢 Stocks Trending NOW: #DAL #SPCX #VZ #T #AAPL #CMG #ORCL #TMUS #HUM #ASTS

Oracle Stock Tumbles as OpenAI Revenue Miss Ignites Fears of a Looming AI Bubble Across the Tech Sector

#ORCL #Oracle #AI https://financier.news/oracle-stock-tumbles-as-openai-revenue-miss-ignites-fears-of-a-looming-ai-bubble-across-the-tech-sector-orcl/

COMPLETE DISASTER. 🩸 #ORCL

#INTC and #ORCL got the late-session sweep premium, but the tape is split hard.
➡️ Sweeps: $33.9M/$32.8M, 86.5K/84.0K
↗️ Momentum: #PLTR 3.5x, IREN 4.1x
↘️ Put flow: TSLA 59%, NBIS 57%

#ORCL is carrying the tape, but this is still a split-screen leaders.

↗️ Premium: ORCL $2.7M unusual on $10.4M total
↘️ Put flow: #CRWV 96% puts, $1.2M unusual
➡️ Short-dated: #NBIS 9d, INTC 8d, MSTR 5d
➡️ Split flow: AXTI 77% puts; UNH and CLSK at 0%

#ORCL is sweeping a 2027 $150 call on 99% sweep flow while price sits below its short EMAs.
↗️ Sweeps: 99% of premium, led by the $4.9M $150 LEAP
↘️ Price: 140.92 below EMA21 143.09 and EMA50 145.77

#ORCL is the anchor here: biggest unusual print, 94d duration.
↗️ #NBIS: $547.3K unusual premium, 0% puts
↘️ #AXTI: 87% puts on $1.1M total
↘️ NVDA: 66% puts on $5.3M

Oracle onderhandelt over AI-chipfinanciering met Apollo en Goldman

Oracle voert gesprekken met Apollo en Goldman Sachs over…

https://yieldgraph.nl/blog/oracle-onderhandelt-over-ai-chipfinanciering-met-apollo-en-goldman/ #aandelen #beurs #investeren #financieelnieuws #orcl #WallStreet #YieldGraph

#TSLA is the heaviest defensive print among the leaders: $43.2M in premium, 68% puts, $41.6M swept.
↗️ Unusual premium: #NBIS leads at $2.2M, 29% puts
➡️ Slower-dated premium: #ORCL $1.3M unusual, weak 0.5x momentum
➡️ Watch: front-end stays 1d-8d in TSLA/NBIS/META

Breaking News: ( NYSE: $ORCL ) Oracle Announces $10 Million Partnership with the Nashville Symphony

Oracle worstelt met stroomcapaciteit voor AI-datacenters

IO Fund waarschuwt dat Oracle en andere chipbedrijven niet alleen stroomtoevoer no…

https://yieldgraph.nl/blog/oracle-worstelt-met-stroomcapaciteit-voor-ai-datacenters/ #beurs #financien #aandelen #marktnieuws #orcl #WallStreet #YieldGraph