Oracle Corp. (NYSE: ORCL) climbed 6.47% to $171.83 on Friday, leading a broad software bid that pushed Datadog Inc. (NASDAQ: DDOG) up 6.31% and Cloudflare Inc. (NYSE: NET) up 6.11% ahead of next week's Q1 earnings, while Intel Corp. (NASDAQ: INTC) closed above $99 to extend a year-to-date rally now north of 150%. The S&P 500 added 0.29% to 7,230.12, the Nasdaq Composite rose 0.89% to a fresh all-time high of 25,114.44, and the iShares Semiconductor ETF (NASDAQ: SOXX) advanced 0.93% to $465.75.
Today's biggest movers
| Ticker | Close | Day | 1mo | YTD |
|---|---|---|---|---|
| $ORCL | $171.83 | +6.47% | +17.39% | -12.20% |
| $DDOG | $140.53 | +6.31% | +16.76% | +5.05% |
| $NET | $217.50 | +6.11% | +2.74% | +10.96% |
| $INTC | $99.62 | +5.44% | +97.74% | +152.97% |
| $MDB | $263.46 | +5.04% | +4.09% | -34.08% |
| $AMAT | $389.08 | -1.37% | +11.65% | +44.71% |
| $SMCI | $27.09 | -1.13% | +16.67% | -12.50% |
| $ASML | $1,427.02 | -0.83% | +8.33% | +22.62% |
| $NVDA | $198.45 | -0.56% | +11.87% | +5.08% |
| $META | $608.74 | -0.52% | +5.97% | -6.41% |
Oracle gains 6.47% on Wedbush bull note as cloud backlog story holds
Oracle Corp. (NYSE: ORCL) closed at $171.83, up 6.47% on the day and 17.4% over the past month. Wedbush reiterated its Outperform rating with a $225 price target, citing the company's expanding cloud-infrastructure backlog and AI-driven workload migrations. Across 36 analysts tracked by sell-side aggregators, ORCL carries a Buy consensus and an average 12-month price target of $260.11, implying a 51.4% advance from current levels. The stock is still 12.2% below its YTD start, leaving room for the rally to extend before next earnings on June 16.
Intel breaks $99 on foundry traction, up 153% YTD
Intel Corp. (NASDAQ: INTC) added 5.44% to $99.62, putting the stock 97.7% higher over the past month and 153% higher year-to-date. The advance follows last week's Q1 print, the sixth consecutive beat under CEO Lip-Bu Tan, and confirmation that Tesla Inc. (NASDAQ: TSLA) signed on as Intel's first major 14A external foundry customer for the Terafab AI-chip complex in Austin. Foundry revenue rose 16% year-on-year to $5.4 billion. Sentiment remains split. Of 31 analysts, 65% have Hold ratings, only 26% Buy or Strong Buy. The Motley Fool flagged INTC as overbought after the violent re-rating; Forbes asked where the stock goes next from record territory above $100.
Datadog and Cloudflare bid up ahead of May 7 earnings
Both names rallied into next Thursday's prints. Datadog Inc. (NASDAQ: DDOG) closed at $140.53, up 6.31% on the day and 16.8% over the month, with the Street looking for a Q1 beat after Q4 EPS of $0.59 cleared the $0.39 estimate by 51%. Cloudflare Inc. (NYSE: NET) added 6.11% to $217.50, with consensus expecting $0.23 EPS on $621.91 million revenue. NET still trades at a forward P/E of 188, the most extended multiple in the AI-software complex; FY26 revenue guidance of $2.785 to $2.795 billion implies 28% to 29% growth, the slowest top-line pace since 2021.
MongoDB closes at $263.46, +5.04%
MongoDB Inc. (NASDAQ: MDB) joined the software bid, finishing at $263.46. The stock remains 34.1% below its YTD start, the worst performer in the data-infrastructure cohort tracked here, despite Q4 EPS of $1.65 beating consensus by 11.5% and revenue of $695.1 million up 27% year-on-year. Across 33 analysts the average price target sits at $368.67, a 36.8% premium to today's close, with Buy consensus.