Multiple Trends Lifted Oracle (ORCL) Higher in Q3

Core Insights - The third quarter of 2025 was a strong period for US equities, driven by optimism regarding the Federal Reserve's dovish stance and a boom in artificial intelligence [1] - The Mar Vista U.S. Quality Strategy achieved a return of +3.29% net of fees, underperforming compared to the Russell 1000 Index (+8.00%) and the S&P 500 Index (+8.12%) [1] Company Highlights - Oracle Corporation (NYSE:ORCL) was highlighted as a key stock, with a one-month return of -6.41% but a significant 64.26% increase over the last 52 weeks [2] - As of October 8, 2025, Oracle's stock closed at $288.63 per share, with a market capitalization of $822.824 billion [2] - Oracle's stock reacted positively to its FQ1 2026 results, which were described as the company's "NVIDIA moment," with Remaining Performance Obligations (RPO) increasing by $317 billion sequentially to approximately $455 billion [3]