Oracle reports Monday, with expectations focused on its growth in cloud computing. Analysts are optimistic, projecting potential upside in this strategic segment. Meanwhile, Adobe’s report on Wednesday follows a tepid revenue forecast last quarter, but the company’s ongoing AI integration efforts remain a bullish narrative. Analysts estimate earnings of $4.67 per share, up 9.4% year-over-year (YoY), on $5.5 billion in revenue, reflecting a near 10% YoY growth.
Broadcom, which reports Thursday, remains a tech standout, posting a 54% total return year-to-date. Analysts expect $1.39 in earnings per share (+25.2% YoY) on $14.1 billion revenue (+51.3% YoY), driven by AI and networking divisions. Additionally, its VMware acquisition is showing traction, bolstering future growth. A strong report could reinforce optimism in…
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