The AI infrastructure race just gave Oracle another boost, a livestreaming platform is finding its growth again thanks to advertising, and a teen footwear brand is quietly carrying a retail comeback. Today's tape mixes big tech spending, digital platform momentum, and a reminder that the mall still wins sometimes.
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Futures 📈
Futures are edging slightly higher this morning as traders position ahead of a busy batch of inflation data, including the latest CPI reading. With markets still debating how quickly the Fed might ease policy, even small surprises in the numbers could shift the mood quickly.
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What to Watch
Earnings (premarket):
The Campbell’s Company [CPB]
Avino Silver & Gold Mines Ltd. [ASM]
OppFi Inc. [OPFI]
Earnings (aftermarket):
UiPath, Inc. [PATH]
Aris Mining Corporation [ARIS]
The Descartes Systems Group Inc. [DSGX]
Netskope, Inc. [NTSK]
Earnings (time not supplied):
KB Financial Group Inc. [KB]
ICON Public Limited Company [ICLR]
New Gold Inc. [NGD]
SilverBox Corp IV [SBXD]
Zenas BioPharma, Inc. [ZBIO]
Economic Reports:
OPEC Monthly Report: 06:00 am
Mortgage Market Index: 07:00 am
CPI (MoM) (Feb): 08:30 am
Core CPI Index (Feb): 08:30 am
Real Earnings (MoM) (Feb): 08:30 am
Federal Budget Balance (Feb): 14:00
Technology
Oracle Rides the AI Wave and Raises the Bar
Oracle Corp. [ORCL] just reminded the market that the AI infrastructure race is not slowing down. The company beat expectations on both revenue and profit, raised its 2027 revenue target to $90 billion, and the stock jumped more than 10% in premarket trading. When cloud demand and AI spending show up in the numbers like that, investors tend to pay attention fast.
The real headline hiding inside the report is the scale of demand. Oracle's cloud infrastructure revenue surged 84%, and its backlog has ballooned to $553 billion, driven largely by companies scrambling for AI compute capacity. In other words, the AI boom is not just helping chip makers. The companies running the data centers are getting their turn at the buffet, too.
Still, this is not a tiny startup suddenly discovering growth. Oracle is a giant, and building the infrastructure to serve that AI demand requires enormous capital spending. Investors love the growth story, but they will keep watching whether the cash flow can keep up with the expansion.
My Take For You: The AI tailwind here looks very real. If the stock pulls back after the earnings excitement fades, that could be a calmer place to start building a position.
My Verdict: A powerful growth signal from the AI infrastructure wave. Momentum is strong, but patience on entry will matter.
Communication Services
JOYY Gets Its Growth Groove Back
JOYY Inc [JOYY] just showed investors that the livestreaming story still has some life left in it. The company returned to year-over-year revenue growth, posting $581.9 million in the fourth quarter as advertising and platform monetization began to pick up again.
The interesting shift is where that growth is coming from. While livestreaming still makes up the bulk of revenue, JOYY's BIGO Ads business is growing much faster, jumping more than 60% year over year. That diversification is slowly transforming the company from a pure livestreaming play into a broader digital platform with multiple revenue streams.
The company is also sitting on a serious pile of cash, with $3.26 billion in net cash, and management has been sending a chunk of it back to shareholders through dividends and buybacks.
My Take For You: The return to revenue growth is encouraging, especially with advertising picking up momentum. If that trend continues, investors may start re-rating the stock after a long period of skepticism.
My Verdict: Improving growth and strong shareholder returns are a solid combination. The story is stabilizing, but the market will want to see the ad business continue to do the heavy lifting.
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Consumer Cyclical
Genesco Finds Its Footing and Journeys Keep Walking
Genesco Inc [GCO] just delivered a solid finish to fiscal 2026, with sales rising 5% for the year and comparable sales climbing 9% in the fourth quarter. The real star of the report was the Journeys brand, which continues to attract teen shoppers and posted another strong quarter with double-digit comparable growth.
The company generated $2.4 billion in annual sales, while profitability improved sharply as cost controls and stronger store performance helped lift operating income. Journeys led the charge, while Schuh and Johnston & Murphy added modest gains despite a more promotional retail environment.
Still, the outlook for fiscal 2027 is more cautious. Management expects sales to be flat or slightly lower, as store closures and licensing changes weigh on revenue, even as the company continues to focus on product upgrades and improving the customer experience.
My Take For You: Journeys is clearly the engine of this business right now. If that momentum continues with younger shoppers, it could offset the softer outlook in other parts of the portfolio.
My Verdict: A solid retail recovery story, but the guidance suggests the road ahead may be steadier than spectacular.
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Movers and Shakers
OppFi Inc. [OPFI] - Premarket Move: +5.11%
OppFi is moving higher ahead of today’s earnings call as investors position for an update from the fintech lender.
My Take: Earnings-day optimism can fade quickly if the numbers disappoint. If the results confirm improving growth or credit trends, the move could have legs.
UiPath, Inc. [PATH] - Premarket Move: +1.68%
UiPath is pushing higher ahead of today’s earnings call as investors look for updates on demand for automation and AI-powered workflow tools.
My Take: Expectations are building around enterprise AI spending. If UiPath shows stronger adoption or upbeat guidance, the stock could attract fresh momentum.
AeroVironment Inc. [AVAV] - Premarket Move: -9.48%
AeroVironment is dropping sharply in premarket trading after investors reacted cautiously to its latest results and outlook.
My Take: Defense tech names can swing quickly when expectations get ahead of the numbers. If the broader defense tailwind stays strong, the dip could attract bargain hunters later in the session.
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Everything Else
Ford is adding more AI to its commercial fleet business, rolling out new Ford Pro telematics tools to help companies monitor vehicles, optimize routes, and reduce operating costs across large fleets.
Spirit Airlines is recalling all furloughed pilots after higher-than-expected attrition left the airline short-staffed, a notable twist for a carrier still working its way through bankruptcy and trying to rebuild as a smaller operation.
Google is expanding Gemini inside Chrome to new regions, letting users access its AI assistant directly from a browser sidebar to analyze pages, compare tabs, and pull information from apps like Gmail, Drive, and YouTube.
JPMorgan is tightening lending to private credit firms, marking down loans tied to software companies as CEO Jamie Dimon warns that AI could disrupt parts of the sector and trigger a broader market shake-up.
Microsoft is teaming up with Anthropic to bring its Claude AI assistant into Microsoft 365 and Copilot, expanding the capabilities of workplace AI tools that can analyze documents, answer questions, and automate tasks across apps.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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