Earnings season heats up at the tail end! Oracle and Adobe take center stage—Weekly Earnings Recap (6/8–6/12)

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Happy Friday, fellow investors~

The Q1 2026 earnings disclosure season is now drawing to a close,Against the backdrop of AI-driven compute frenzy and U.S. equity indices repeatedly hitting all-time highs, Wall Street’s standards for judging earnings have become increasingly stringent.：Beating expectations is no longer a surprise—the real benchmark now is whether the magnitude of the beat can satisfy the market’s enormous appetite.

This week’s post-earnings stock performance of three AI-related companies offers a clear glimpse:$Broadcom (AVGO.US)$A single-day plunge of over 12% after AI guidance fell short of the market’s 'frenzied expectations',$Credo Technology (CRDO.US)$Revenue doubled, yet the stock was heavily sold off due to declining gross margin guidance,$Ciena (CIEN.US)$Earnings beat expectations, but the limited upside surprise triggered a sharp sell-off.

Stripping away the noise of profit-taking in the market, has the AI fundamental outlook truly weakened?At this delicate and critical sentiment juncture, next week’s earnings season will culminate with tech giants$Oracle (ORCL.US)$and$Adobe (ADBE.US)$taking center stage!As AI infrastructure reaches a certain level of maturity, can the monetization power driven by compute capacity successfully flow through to software applications, traditional infrastructure, and even new energy end markets? Fellow investors, are you looking forward to their performance? 👇

Oracle: With OCI cloud compute capacity expansion, can RPO continue to surge?

Oracle will report earnings after the U.S. market close on June 10.The company previously provided clear revenue guidance of $67 billion for fiscal year 2026. The market’s current focus centers on the pace of expansion of its Oracle Cloud Infrastructure (OCI), particularly in absorbing$NVIDIA (NVDA.US)$GPU computing demand and following cloud-to-cloud partnerships with$Microsoft (MSFT.US)$、$Alphabet-A (GOOGL.US)$major tech giants,whether its remaining performance obligations (RPO)—long-term contract backlog—can surge again (which already skyrocketed to a staggering $553 billion last quarter).

It is also crucial whether these substantial long-term contract orders can be successfully converted into revenue.Management’s ability to reaffirm its ambitious $90 billion revenue guidance for fiscal year 2027 will directly determine whether the market remains willing to support its high valuation.

Adobe: Can AI monetization overcome internal cannibalization? Will Firefly's ARR growth outpace erosion from within?

The market remains cautious about Adobe’s AI monetization progress. Annual recurring revenue (ARR) from its Firefly generative AI product line has surpassed $250 million, but its traditional stock content business is simultaneously facing noticeable erosion from AI-generated content.

Focus on this earnings report: management's commentary on the commercialization path for AI features, the declining trend in traditional business, and full-year ARR growth targets will be key variables determining the stock's subsequent price movement.

Notably, at the recently concluded Computex 2026, Adobe announced a deepened partnership with NVIDIA to natively optimize Photoshop, Premiere, and Substance 3D for NVIDIA’s RTX Spark superchips, promising up to a 2x performance boost in AI-driven editing, color correction, and rendering—providing stronger underlying compute support for AI feature implementation.

With explosive growth in power and infrastructure demands from AI data centers, the market consensus has become: 'The endgame for tech stocks is energy.'Next week, two representative energy stocks will also enter their validation period:

$FuelCell Energy (FCEL.US)$: Reports before the U.S. market open on June 8; the market expects Q2 revenue of approximately $40.51 million, with a year-over-year loss reduction of 71.04%. Investors will closely watch for breakthrough commercial deals in on-site clean power solutions for data centers following the appointment of new board member John Livingston, who has an AI infrastructure background.

$Uranium Energy (UEC.US)$: Reports before the U.S. market open on June 9; analysts expect Q3 revenue of around $4.25 million. Recent policy tailwinds supporting domestic uranium enrichment capacity expansion in the U.S., along with the official commencement of production at the company’s Burke Hollow native ISR uranium mine, have drawn market attention to its production ramp-up timeline amid a global uranium shortage driven by rising nuclear power demand.

Beyond the grand AI narrative, on the consumer and real economy front,the leading pet e-commerce company$Chewy (CHWY.US)$warrants attention for the latest integration details regarding its acquisition of Modern Animal to expand its pet healthcare ecosystem.

and as one of the largest homebuilders in the U.S.,$Lennar Corp (LEN.US)$Its performance will directly reflect the resilience of U.S. new home market gross margins, new order growth rates, and home delivery capacity under a high-interest-rate environment.

A lineup of star stocks is set to report earnings! How can you avoid missing the highlights?

Click to learn more about corporate earnings announcement schedules:More Earnings Calendar

📅[Live Stream Preview]

Oracle's earnings call will be live-streamed simultaneously on Futubull Circle—fellow investors are welcome to reserve a spot!

Will the AI tailwind successfully reach software and green energy? Whose earnings can withstand the market's cautious scrutiny?Come share your thoughts in the comments section!

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