Seeking Alpha·2026-03-11 10:49Oracle - Oracle reported adjusted earnings of $1.79 per share for the period ending February 28, with revenue increasing by 22% year-over-year to $17.19 billion, surpassing analyst expectations of $1.70 per share and $16.89 billion in revenue [3] - For the fourth quarter of fiscal 2026, Oracle anticipates revenue growth between 18% and 20% in constant currency, translating to $18.93 billion to $19.24 billion, compared to analyst expectations of $19.11 billion [3] - Adjusted earnings for the next quarter are expected to be between $1.92 and $1.96 per share, exceeding the estimate of $1.93 per share, with fiscal 2027 revenue projected to reach $90 billion, an increase from previous guidance [4] Nintendo - Nintendo's stock surged by 10.5% in Tokyo, driven by the success of the new Pokémon game and anticipation for the upcoming Super Mario movie [4] - Reports indicate that physical copies of the Pokémon game have sold out at major U.S. retailers, contributing to the stock's momentum despite challenges from memory cost headwinds [5] Oil Refinery - President Trump announced plans for the first new U.S. oil refinery in 50 years, to be built in Brownsville, Texas, with investment from India's Reliance Industries, marking a historic $300 billion deal [6] - The refinery is expected to process 168,000 barrels per day of U.S. shale oil, with the project potentially starting as early as Q2 2026, processing 1.2 billion barrels valued at $125 billion and producing refined products worth $175 billion [6][7] - The project aims to enhance national security, boost American energy production, and be the cleanest refinery globally [7]