Third-Quarter Earnings Should Be Strong—but the Bar Is High
1. Analysts expect a 4% earnings beat for Q3, aiding ORCL's outlook. 2. Absence of forecast cuts since June indicates bullish sentiment for stocks. 3. Corporate profit concerns arise from tariffs affecting future growth. 4. Debt funding for capex in AI raises worries about slowing growth. 5. Expectations for Q3 earnings influence market performance and stock reactions.