$Oracle(ORCL)$  reported robust fiscal Q4 2025 results, driving its stock price up 13.31% on June 12 and an additional 7.69% on June 13 to close at $215.22. Key metrics: Earnings Per Share (EPS) : $1.22 (vs. $1.14 in Q4 2024). Net Profit: $3.43B (up 9.2% YoY). Cloud Growth Guidance: 40%+ YoY projected for FY2026, with infrastructure growth exceeding 70%. Remaining Performance Obligations (RPO) : $138B (up 100% YoY), signaling strong future revenue visibility. Analysts from Citigroup, Morgan Stanley, and Jefferies raised price targets post-earnings, citing Oracle’s AI-driven cloud expansion and partnerships with tech giants like Google and Microsoft. Market Reaction & Technical Analysis Post-Earnings Surge :

DocuSign shares fell 1% to $92.9 on June 6, 2025, with a steeper 14%–17% after-hours plunge following its Q1 FY2026 earnings release. While revenue grew 7% YoY to $710M and EPS improved to $0.16 (vs. $0.00 in Q1 2024), investor sentiment soured due to billings growth concerns and trimmed full-year guidance. Analyst Sentiment & Valuation Target Price: $92.77 (mean; +0.1% upside from current $92.9). Recommendations: 2 Buy, 17 Hold, 1 Underperform. Bull Case: Successful IAM adoption could re-rate shares to $124. Bear Case: Billings stagnation may push valuation toward $65. Conclusion: Hold for Strategic Turnaround While DocuSign’s billings miss and guidance cut justify near-term caution, its strong cash flow, leadership in e-signature, and IAM growth optionality suggest the selloff overst

$Marvell Technology(MRVL)$   reported better-than-expected Q1 2025 earnings, with adjusted EPS of $0.62 (vs. $0.61 estimates) and revenue of $1.90 billion (vs. $1.88B estimates). Despite this beat, shares fell 1.33% to $63.73 as of May 30, 2025, extending a 44.77% decline over the past three months. Below, we unpack the market’s reaction and why investors should maintain perspective. Key Positives from the Earnings Report AI & Data Center Strength : Data center revenue surged 87% YoY , driven by demand for electro-optics and custom AI compute solutions. Marvell is shipping next-gen 1.6T solutions for AI deployments and sees strong interest in 800-gig products. Margin Improvement: Non-GAAP gross margin improved to 59.8% , up from