Oracle Corp. shares advanced nearly 6% in midday trading Monday, climbing to around $138 amid a broader rally in technology stocks and renewed investor focus on the company’s cloud and artificial intelligence growth trajectory.

The stock rose $8.26, or 6.36%, as markets responded to signs of de-escalation in Middle East tensions following U.S. President Donald Trump’s decision to pause planned military action against Iran. Broader equity indexes also gained, with the S&P 500 and Nasdaq Composite posting solid advances as oil prices eased and risk appetite improved.

Oracle has been a prominent beneficiary of the AI infrastructure buildout, even as its shares have experienced significant volatility over the past year. The company reported record results for its fiscal fourth quarter and full year 2026 in June, highlighting rapid expansion in cloud infrastructure and a substantial backlog of contracted business.

Remaining performance obligations, a measure of contracted future revenue, reached a record $638 billion at the end of the fourth quarter, up sharply from earlier periods. Cloud infrastructure revenue in the quarter rose 93% year over year to $5.8 billion, while total cloud revenue climbed 47% to $9.9 billion. Full-year cloud infrastructure revenue advanced 77% to $18.1 billion.

The company has guided for continued strong growth, with fiscal 2027 total revenue expected around $90 billion. Management has acknowledged near-term pressure on gross margins linked to the ramp-up of new data centers. Oracle CFO Hilary Maxson noted on the earnings call that fiscal 2027 gross margins “will step down due to timing for the ramp up of our data center projects,” while adding that the company expects margin performance in infrastructure to improve rapidly as facilities reach full contractual revenue levels.

Adding to recent momentum, Oracle expanded its partnership with Alphabet’s Google Cloud late last week. The collaboration will make Google’s Gemini models, including Gemini 3.1 Flash Lite and Gemini 3.5 Flash, available within Oracle AI Agent Studio and across Fusion Cloud Applications and NetSuite. The move allows enterprise customers greater flexibility in selecting AI models for agentic workflows and automation.

Chris Leone, executive vice president of applications development at Oracle, said, “To achieve the best business outcomes, organizations need the flexibility to choose the AI model best suited to each problem. Bringing Gemini to AI Agent Studio gives our customers greater choice as they build next-generation agentic workflows.”

The partnership builds on existing multicloud offerings that enable customers to run Oracle databases and applications across major cloud providers while leveraging specialized AI capabilities. Oracle has positioned itself as a key supplier of high-performance computing capacity for large language models and enterprise AI deployments, securing multiyear contracts with major technology and government customers.

Investors have closely monitored the company’s capital expenditure plans, which include significant outlays to expand data center capacity. Oracle has pursued a combination of debt and equity financing to support the buildout, with remaining performance obligations providing visibility into future revenue conversion as capacity comes online. In fiscal 2027, a substantial portion of the backlog is expected to convert into recognized revenue.

Despite the strong growth metrics, the shares have traded well below prior peaks amid concerns over elevated spending, free cash flow dynamics during the investment phase, and overall market valuation of AI-related stocks. The stock’s 52-week range has reflected that volatility, with shares recovering from recent lows as positive catalysts have emerged.

Monday’s advance also coincided with broader sector strength. Technology companies with exposure to cloud computing and AI infrastructure participated in the relief rally tied to geopolitical developments. Lower energy prices and reduced immediate risk of further escalation supported risk assets across the board.

Oracle continues to emphasize its dual strengths in cloud applications and infrastructure. Cloud applications revenue has grown more moderately but steadily, providing a recurring base alongside the faster-expanding infrastructure segment. The company has highlighted profitability at the AI data center level even as overall margins face temporary pressure from the capacity ramp.

Looking ahead, investors will watch for updates on the pace of data center deployments, customer adoption of multicloud and AI agent capabilities, and any further details on financing plans. The conversion of the large remaining performance obligations into revenue remains a central focus, as does the trajectory of free cash flow once major construction phases mature.

The combination of contracted backlog, accelerating cloud infrastructure growth, strategic partnerships such as the expanded Google collaboration, and a more constructive market backdrop contributed to Monday’s gains. While the shares remain sensitive to shifts in AI spending sentiment and macroeconomic conditions, the latest session reflected renewed confidence in Oracle’s positioning within the ongoing expansion of enterprise AI and cloud capacity.

Trading volume was elevated as the stock moved higher, consistent with broader market participation. Analysts have maintained a generally constructive view on the long-term opportunity, citing the scale of committed customer contracts and Oracle’s established enterprise relationships as supporting factors through the current investment cycle.

Selena Gomez has long balanced a high-profile career in music, acting and business with the ongoing demands of living with lupus, an autoimmune disease diagnosed more than a decade ago. The 34-year-old has spoken openly about how the condition and its treatments influence her energy, weight and daily mobility, while emphasizing habits that help her maintain strength and well-being.

Gomez was diagnosed with lupus in 2013 and publicly shared the news in 2015. The disease led to chemotherapy and a kidney transplant in 2017, with the organ donated by her friend Francia Raisa. She has described periods when the illness felt life-threatening and has continued to manage flare-ups, including arthritis in her fingers that affects everyday tasks.

“I have arthritis in my fingers, and that’s due to my lupus,” Gomez said on the “Good Hang with Amy Poehler” podcast. “So, I remember before the brand, I was trying to open a water bottle and it hurt really bad before I was on the right medication.” That experience influenced the accessible packaging of her Rare Beauty products, designed with easier-open features.

Medication side effects have also contributed to noticeable changes in her appearance. In a 2025 Allure interview, she addressed sensitivity around weight comments and fluid retention. “I’ve dealt with a lot of weight issues in my life, and that’s something I’m very sensitive to,” she said. “When I’m under the medication, my body retains a lot of fluids.” She added that when she stops the medication, “I tend to lose weight.”

Amid these challenges, Gomez has maintained a varied fitness approach centered on consistency, enjoyment and listening to her body rather than rigid intensity. Longtime trainer Amy Rosoff Davis has guided much of her routine, mixing modalities to prevent boredom and support recovery. Workouts typically include Pilates for core strength, flexibility and muscle control; yoga and stretching for mobility and joint relief; dance cardio that draws on her performance background; circuit training with bodyweight or light resistance moves; and outdoor activities such as hiking or walking.

Davis has described the philosophy as making movement part of a sustainable lifestyle. Sessions often last 20 to 60 minutes and can be adapted based on energy levels, with an emphasis on stretching to keep muscles long and support joint health. Gomez has previously highlighted the appeal of Pilates, noting it helps her feel opened up and supports breathing, which is valuable for a performer.

Hydration remains a priority, especially given the demands of medication and recovery. Gomez has spoken about keeping water readily available and incorporating juices with ingredients such as carrots, ginger, celery and beet when focusing on nutrient intake. Meals, guided in the past by her trainer, have featured protein sources like eggs, chicken or fish, vegetables, fruits, brown rice or other whole grains, nuts and healthy fats. The approach aims to provide steady energy without extreme restriction, though Gomez has also acknowledged occasional preferences for simpler or less structured eating.

Sun protection is another consistent element because ultraviolet exposure can trigger lupus flares. Gomez has stressed the importance of sunscreen as part of both skincare and overall health management. “I like to put sunscreen on, not only because it’s important to keeping your skin looking fresh, but I have Lupus, so being in the sun is kind of difficult for me,” she has said.

Mental health support runs parallel to physical habits. Gomez has used dialectical behavior therapy to process emotions, including reactions to public comments about her body. She has described the process as peeling away layers to understand triggers rooted in past medical experiences. Humor and connection with friends also help her navigate isolation that can accompany both chronic illness and public life.

In recent years Gomez has indicated periods of remission while remaining attentive to residual symptoms such as joint discomfort and the need for ongoing medical oversight. She has continued advocacy through organizations focused on lupus research and mental health, underscoring that the condition’s effects are not always visible yet remain significant.

Her fitness habits reflect adaptation rather than a fixed formula. By rotating activities, prioritizing recovery days, focusing on functional strength and pairing movement with nutrition and rest, she aims to stay capable for professional demands while managing a chronic condition. Trainers and Gomez herself have stressed that the goal is feeling strong and supported rather than achieving a particular aesthetic.

As she balances acting projects, music, her beauty brand and personal life, the combination of medical management, varied low-to-moderate intensity exercise, attentive nutrition and emotional tools forms the foundation she has described for staying resilient. Gomez’s openness about the realities of lupus continues to highlight the importance of individualized, sustainable approaches to health for those navigating similar challenges.

This article was written by

Follow

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

This article is intended to provide informational content and should not be viewed as an exhaustive analysis of the featured company. It should not be interpreted as personalized investment advice with regard to “Buy/Sell/Hold/Short/Long” recommendations. Financial models presented here, including DCF, rNPV, and scenario analyses, are illustrative tools based on the author’s assumptions and are highly sensitive to inputs; small changes can materially alter outputs. The predictions and opinions presented reflect a probabilistic approach, not absolute certainty. Efforts have been made to ensure accuracy, but inadvertent errors may occur. Readers are advised to independently verify information and conduct their own research. Investing in stocks involves inherent volatility and risk. Before making any investment decisions, it is crucial for readers to conduct thorough research and assess their financial circumstances. The author is not liable for any financial losses incurred as a result of using or relying on the content of this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

The earlier deadline for enrolment was August 3, 2026.

The extension follows representations from industry participants and PaRRVA seeking more time for enrolment, the Securities and Exchange Board of India (Sebi) said in a circular.

“After due consideration, Sebi has decided to extend the timeline until September 03, 2026, with the objective of facilitating a smooth and seamless implementation of the framework,” the regulator said.

PaRRVA became operational on May 4 this year.

Live Events

Under Sebi’s framework, investment advisers (IAs) and research analysts (RAs) wishing to communicate certified past performance data to existing or prospective clients are required to enrol with PaRRVA.
In October 2025, Sebi had stipulated that IAs and RAs seeking to communicate such performance data must enrol with PaRRVA within three months of its operationalisation.Those failing to enrol within the prescribed period would not be permitted to communicate certified past performance data to clients.

Subsequently, in April, the regulator set August 3 as the deadline for enrolment following the operationalisation of PaRRVA from May 4.

The latest circular has now extended this deadline to September 3.

Walmart shoppers in 19 states are being urged to check their pantries after a Walmart-exclusive pistachio nut butter was recalled over potential Salmonella contamination.

New York-based Botticelli Foods voluntarily recalled one lot of Bettergoods Pistachio Nut Butter after routine testing “identified the presence of Salmonella,” the U.S. Food and Drug Administration (FDA) announced Monday. 

The product, manufactured in Italy by Gustibus Alimentari S.r.l., was sold exclusively at Walmart and distributed to stores in 19 states, officials said. 

MILLIONS OF PRESCRIPTION EYE DROPS RECALLED NATIONWIDE OVER CONTAMINATION CONCERNS

Walmart Bettergoods Pistachio Nut Butter recall affects products sold in 19 states after Salmonella was found during routine inspection, the FDA said. (U.S. Food and Drug Administration / Fox News)

The affected lot was distributed to Walmart stores in Alabama, Alaska, Arizona, Colorado, Florida, Georgia, Idaho, Kansas, Mississippi, Missouri, Montana, Nebraska, Nevada, New Mexico, Oregon, South Dakota, Tennessee, Washington and Wyoming. 

The safety alert applies only to lot LB028ACP04, according to the FDA. 

The affected item comes in 6.7-ounce glass jars with an expiration date of Jan. 28, 2027, and a Universal Product Code (UPC) of 194346207961.

Federal regulators said Walmart was notified of the potential contamination on July 17, 2026, after Salmonella was detected in three jars during a routine inventory inspection conducted by the Florida Department of Agriculture and Consumer Services (FDACS) at a Walmart store. 

No illnesses have been reported in connection with the recalled product. 

MORE THAN 120K REFRIGERATORS RECALLED AFTER 34 FIRES AND ONE REPORTED DEATH

A worker stocks a shelf in a grocery aisle at a Walmart store in Columbus, Ohio, US, on Friday, Nov. 28, 2025. (Brian Kaiser/Bloomberg via Getty Images / Getty Images)

Customers who purchased the affected nut butter should stop consuming it immediately and return it to a Walmart store for a full refund, officials said.

According to the recall notice, consuming food contaminated with Salmonella can cause serious and sometimes fatal infections, particularly in young children, older adults, frail individuals, people with weakened immune systems, and other vulnerable populations. 

Symptoms of infection may include fever, diarrhea, nausea, vomiting and abdominal pain. In rare cases, the bacteria can enter the bloodstream and cause more severe illnesses, including arterial infections, endocarditis and arthritis. 

The exterior of a Walmart store in East Meadow, New York, on Sept. 16, 2025. (Howard Schnapp /Newsday RM via Getty Images / Getty Images)

CLICK HERE TO GET FOX BUSINESS ON THE GO

Consumers seeking more information about the recall can contact Botticelli Foods at quality@botticellifoods.com or 631-543-7000, ext. 203, Monday through Friday from 9 a.m. to 5 p.m. EDT. 

Botticelli Foods did not immediately respond to a request for comment from FOX Business.

An Atlanta-area amusement park that was the home of the largest zero-G stall roller coaster in the country closed for the last time on Sunday.

Fun Spot America Atlanta’s location in Fayetteville had its final day of operation on August 2, after the amusement park had been in operation for 36 years.

It opened as Dixieland Fun Park in 1990 under different ownership, and it was later renamed Fun Junction USA before it was acquired by Fun Spot in 2017. The company’s plan to close the park was announced in late June.

The park was known for the ArieForce One, which claimed the title of being the largest zero-G stall ride in the country.

ATLANTA-AREA AMUSEMENT PARK WITH LARGEST ZERO-G STALL ROLLER COASTER IN AMERICA TO CLOSE

Fun Spot America’s theme parks in Kissimmee and Orlando, Florida, will remain open. (Ricardo Ramirez Buxeda/Orlando Sentinel/Tribune News Service via Getty Images)

The ArieForce One features a 146-foot first drop at an 83-degree angle, with the ride reaching a top speed of 64 mph, according to Fun Spot America. It has a height requirement of 48 inches and lasts about 100 seconds.

It reaches a maximum vertical G of 3.75, with a minimum vertical G of minus 1 and a max lateral G of plus or minus 1.25 G.

Fun Spot America Theme Parks owner and CEO John Arie, Jr., told USA Today that the Fayetteville location struggled to rebound in the wake of the COVID-19 pandemic despite the opening of the new ride, which was named in honor of his father.

DISNEYLAND VISITORS FACE GROWING WAVE OF RIDE CLOSURES, SHOW SHUTDOWNS HEADING INTO SUMMER 2026

John Arie Jr., owner and CEO of Fun Spot America, said the company hopes to find a buyer for its famous roller coaster.  (Dewayne Bevil/Orlando Sentinel/Tribune News Service via Getty Images)

Arie said in the interview that the roller coaster is too large to fit at either of the company’s Florida theme parks, so they will look to find a buyer for the ride.

He told the outlet he was thankful for the employees, who the company is helping with resumes, recommendations and potential job opportunities at the company’s locations in Central Florida, adding that he hopes the park’s patrons will visit Fun Spot’s other theme parks.

“From my family to yours, we thank everybody that’s come to this Fayetteville location, and we hope that we’ve earned your business to visit us in Florida if you ever come down to Central Florida, and we’ll always do our best to have your family have the best experience on our properties,” Arie told USA Today.

SIX FLAGS TO SELL 7 AMUSEMENT PARKS IN DEAL WORTH MORE THAN $330M

Fun Spot America said it will honor season passes and gift cards at its other theme parks in Florida. (Hans Gutknecht/MediaNews Group/Los Angeles Daily News via Getty Images)

Fun Spot America opened its first theme park in 1979 with its Orlando location. It also operates an amusement park in Kissimmee, Florida.

The company’s Orlando and Kissimmee locations will remain open, and will honor season passes and gift cards.

GET FOX BUSINESS ON THE GO BY CLICKING HERE