Oracle's Monster Rally Puts These ETFs in Focus

Oracle (ORCL) stock surged about 36% on Sept.10, after the company reported massive cloud demand numbers. The company recorded its best day since 1992 (as quoted on CNBC). Oracle reported earnings on Sept. 9, 2025, after the bell. It had $455 billion in remaining performance obligations, up 359% from a year earlier, in both U.S. dollar and constant currency.Ben Reitzes, technology research head at Melius Research, told CNBC’s Closing Bell: Overtime on Tuesday that the “Street was looking for about $180 bill ...