The Double Feature: Why Oracle’s 12/10 Earnings Could Be the Most Important Print of the Year

A Bull and Bear Thesis for Oracles Upcoming Earnings

On Wednesday, December 10, the market faces a rare double-header: The FOMC rate decision at 2:00 PM ET, followed immediately by Oracle’s (ORCL) earnings after the bell.

Oracle has quietly become the “cleanest dirty shirt” in the AI trade—a legacy tech giant that somehow pivoted to become the backbone of AI training for OpenAI, Microsoft, and Google. But …