No reward for Oracle's beat

No reward for Oracle's beat

From Wall Street Breakfast by Seeking Alpha

June 11, 2026 · 5 min

About this episode

The episode discusses Oracle's disappointing stock performance despite strong earnings, Microsoft's Xbox layoffs, and the expansion of Walmart and Alphabet's drone delivery program.

Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky: Walmart (WMT) and Alphabet's Wing (GOOGL) (GOOG) expand their drone delivery program. (02:08) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers: ORCL, HUMA, and more Trump reveals U.S. effort to remove 'millions of barrels' of Iranian oil Alibaba, JD shares fall as Beijing rebukes misleading discount campaigns Palantir CEO warns AI firms are 'upsetting enterprise clients' now Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

People in this episode

Host: Seeking Alpha

Topics covered

  • Oracle earnings
  • drone delivery
  • Microsoft layoffs
  • stock market news
  • business updates

Keywords

  • Oracle
  • Xbox
  • Walmart
  • Alphabet
  • drone delivery
  • stock market
  • earnings report
  • business news

Mentioned in this episode

Organizations: Oracle, Xbox, Walmart, Alphabet, Wing, Bloomberg, Microsoft, Alibaba, JD, Palantir

Places: Iran

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