Oracle (ORCL) is set to announce their fiscal 3rd quarter results after the bell today. Dan previewed the event yesterday. We wanted to go over some trade ideas for those looking to play the event …
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Event: Oracle (ORCL) reports fiscal Q3 results tomorrow after the close. The options market is implying about a 4.5% one day move, which is slightly high of its 4 quarter average of about 4.25%, but in …
Continue readingEvent: SalesForce.com (CRM) reports Q4 results tonight after the close. The options market is implying about a 9% one day move, which is rich to its 4 qtr average one day move of about 5.5% …
Continue readingLast week I previewed Oracle’s (ORCL) fiscal Q2 earnings report due out after the close (here). With just a few hours to the print, the options market is implying about a 5% move between now …
Continue readingIn 2008, Oracle (ORCL) CEO Larry Ellison famously poked a little fun at the term Cloud Computing, (listen here, trust me its worth it) asking the question “WHAT THE HELL IS CLOUD COMPUTING?” Ellison, now the Chairman/CTO …
Continue readingEvent: Salesforce.com (CRM) reports Q3 results tonight after the close. The options market is implying about a 8.5% one day move, which is rich to the 4 qtr average move of 5.5% and the 10 …
Continue readingSeptember quarter results reported by Amazon (AMZN), Google (GOOGL) and Microsoft (MSFT) on Thursday saw the first two stocks gap to new all time highs, and the latter to a 15 year (!) high on …
Continue readingEarlier today we had some thoughts on the EMC / DELL link up (A Shell Game of Declining Levered Assets), Spoiler Alert: we were not complimentary. The proposed deal, if consummated in the coming year, would …
Continue readingYesterday, cloud computing vendor Workday (WDAY) held an analyst meeting, and the stock’s 5% decline today reflects investors disappointment. Let’s first get a sense for where the stock is and where it has been and …
Continue readingEvent: Oracle (ORCL) is set to report fiscal Q1 results tomorrow after the close. The options market is implying about a 5% move between now and the end of the week, which is actually shy …
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