Wall Street caught a breather Tuesday as oil prices fell below $90 per barrel. Prices remained higher after reports Iran was setting up naval mines in the the Strait of Hormuz.

The President said if they are mining, the U.S. will hit back hard, and has already destroyed ten mine layers so far. The energy secretary posted they had escorted a tanker through the waterway but deleted the post and Press Secretary Levitt said they had not yet. She also said the report that 140 service members have been injured in the war, and that seven have died is within estimates.

Outside the war, earnings were doing well to separate the winners and losers. Nio climbed after its first net profit, Khol’s climbed on a surprise beat. In the aftermarket, Oracle settled fears it was spending wayyy to much on AI, Meta bought out the makers of that weird AI bot social media site, and AVAV fell after losing a ton because the Pentagon didn’t want to pay for drones. Groupon saw a massive discount of -16% after a miss.

Oracle Gains on AI Momentum: The enterprise software giant exceeded expectations for the third quarter, with $ORCL ( ▲ 8.41% ) climbing 8% after-hours as massive demand for AI training infrastructure fueled a record surge in backlog and cloud bookings. Traders were worried about constant headlines about Oracle’s massive spend in the AI craze. For this year they confirmed they will hit a $50B spending target, but they did not clarify what they are spending next year. The stock has been down nearly 30% this year.

$1.79 adjusted EPS vs. $1.70 estimate. $17.19B revenue vs. $16.89B consensus. Remaining Performance Obligations jumped 325% to $553B. Infrastructure revenue climbed 84% in the quarter.

Massive AI-related contracts drove the beat, offsetting a minor 1% decline in constant-currency software revenues. With a raised FY27 revenue target of $90B and plans to secure up to $50B in new financing for data center expansion, management is aggressively positioning to capture structural demand that is currently outstripping supply. ☁️

AeroVironment Tumbles on Miss: The defense drone manufacturer saw $AVAV ( ▼ 5.55% ) slide 8% following a disappointing fiscal third quarter characterized by revenue timing delays and a significant loss in its space division. The drone maker cut guidance, by about $50-100M for the year.

$0.64 adjusted EPS vs. $0.72 estimate. $408M revenue vs. $483.9M consensus. Funded backlog reached a record $1.1B.

A $151.3M impairment tied to a canceled Space Force contract weighed heavily on GAAP results, while organic growth struggled to meet high expectations. It made up a lot of the $156.6M net loss. 🛩️

Groupon dropped like a rock after its post-market report. It pulled in 4C, less than hoped for, and revenue of $132.7M.

Markets don’t stop moving just because the floor closes. If you’re waiting until the 9:30 AM bell to see where your favorite tickers are trading, you’re already behind the move.

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The social media titan gained 1.3% today following reports that it acquired Moltbook, a viral networking platform for autonomous AI agents, to bolster its newly formed Meta Superintelligence Labs unit. The creators Matt Schlicht and Ben Parr will join Meta next week according to Axios.

The buy out must come from Meta’s $115B–$135B war chest in projected 2026 capital expenditures for AI. The terms were not released, but they recently paid $2B for Singapore-based AI startup Manus. Moltbook is a weird website, but has 2.8M+ registered AI agents currently logged in. MIT lit review reported a ton of these accounts were faked, or otherwise duped bots told to post the internet’s normal variety of phishing and scam links by thrifty AI-enabled opportunists. Sounds about right.

Meta is making a big push into AI, like it is making up for its massive push into the metaverse,when no one really bought their headsets to live in Ready Player One.

By integrating these "agent registries" into a division led by former Scale AI CEO Alexandr Wang, Meta is aggressively front-running “superintelligence" for social media. The firm also had to push aside reports that Chief Zuckerberg had lost interest in his expensive Chief AI Officer Wang. 🤖

Global ad spend at $1T+ in 2025, and they’re projecting another 5%+ increase again this year. When the budget line gets that big, 2 things happen fast. Consolidation accelerates, and entry prices move.

RAD Intel shares are still open at $0.85 for now, but the share price changes soon. $60M+ raised from 14,000+ investors. Nasdaq ticker reserved $RADI. Backed by multiple Fidelity funds. Selected by the Adobe Design Fund. Leadership team with a $9B M&A track record.

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Macro: Consumer Price Index (9:00 AM ET), FOMC Press Release (9:00 AM ET). 📊
Pre-Market Earnings: $SERV, $KPLT, $CVKD, $KLXE, $BWEN, $CPB, $OPFI, $BBW, +3 more. ☀️
After-Market Earnings: $SKLZ, $PATH, $LPCN, $QNRX, $SFIX, $ORGN, $EVOK, $CLRB, +12 more. 🌙

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🤑 Meta gets into social networks for AI agents with acquisition of viral Moltbook platform

😨 Aramco sees 'catastrophic consequences' for oil if shipping doesn't resume in Strait of Hormuz

🏠 Thom Tillis refuses to budge on blocking Fed chair pick Kevin Warsh confirmation

📺 What to know about Mojtaba Khamenei, Iran's new supreme leader

👀 “We can take them at their word,” Russia told Trump it has not shared intelligence with Iran during war

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