Oracle (ORCL)
Oracle shares surged 7.5% in premarket trading Thursday after the cloud infrastructure giant posted better-than-expected Q4 results. Revenue came in at $15.9 billion, surpassing forecasts of $15.59 billion, while adjusted EPS of $1.70 beat expectations of $1.64. Although cloud segment sales missed estimates, Oracle projected “dramatically higher” cloud revenue by 2026. Pat Walravens of Citizens called the outlook “absolutely remarkable,” noting that earlier strong bookings are now translating into revenue.
Oklo (OKLO)
Nuclear microreactor firm Oklo (OKLO) soared nearly 30% on Wednesday to an all-time high after being selected to supply power to the U.S. Air Force’s Eielson Base in Alaska. The agreement includes designing, building, and operating the plant under a long-term power purchase deal. CEO Jacob DeWitte said the contract reflects confidence in Oklo’s ability to deliver clean, secure energy for critical infrastructure.
Quantum Computing Stocks
Quantum Computing Inc. (QUBT) jumped over 25% Wednesday and rose another 6% premarket Thursday after Nvidia CEO Jensen Huang’s bullish comments at GTC Paris, saying quantum systems are “within reach” for solving real-world problems. Rigetti Computing (RGTI) also saw a double-digit gain.
Tesco (TSCO.L)
UK supermarket giant Tesco climbed nearly 3% after reporting a 4.7% rise in like-for-like Q1 sales to £15.4 billion. The company noted continued market share gains but reiterated cautious full-year guidance. Analysts say Tesco is preparing for heightened price competition from rivals like Asda.
Halma (HLMA.L)
Halma was Thursday’s top riser on the FTSE 100, up 4.5%, after posting a 16% rise in adjusted pre-tax profit to £459.4 million, beating forecasts. The safety equipment maker expects upper single-digit revenue growth in FY2026. Russ Mould of AJ Bell praised Halma’s steady reinvestment and record revenue performance.
Boeing (BA)
BA stock was also among notable premarket movers. While not detailed in this report, investors continue monitoring BA stock price amid ongoing industry headwinds and developments in its aircraft delivery schedule.
