Investors are closely monitoring Oracle (ORCL), Broadcom (AVGO), and Gemini Space Station (GEMI) on Thursday as potential earnings announcements and strategic developments could influence technology and aerospace markets. The trio represents a mix of established tech giants and emerging space ventures.
- Oracle (ORCL) expected to report Q4 revenue of $14.3 billion and EPS of $1.29
- Broadcom (AVGO) is integrating VMware, with Q1 revenue forecast at $8.7 billion
- Gemini Space Station (GEMI) secured $320 million in funding in November 2025
- GEMI plans to launch its first orbital module by Q2 2026
- GEMI shares rose 18% over the past month on space infrastructure interest
- Market focus on cloud performance, integration risks, and space sector scalability
Shares of Oracle (ORCL) are drawing attention as the company prepares to release its latest quarterly results, with analysts forecasting revenue of approximately $14.3 billion and non-GAAP earnings per share of $1.29. The outcome could signal continued strength in Oracle's cloud infrastructure business, which has seen a 22% year-over-year growth in the last fiscal quarter. Any deviation from expectations may impact sentiment across the broader software and enterprise tech sector. Broadcom (AVGO) is also under scrutiny, particularly after its recent acquisition of VMware, which has prompted speculation about integration timelines and potential restructuring in its data center and networking divisions. Market watchers are assessing whether the company will announce updated guidance following the integration of VMware’s enterprise software portfolio, with analysts currently projecting $8.7 billion in revenue for the upcoming quarter. Meanwhile, Gemini Space Station (GEMI) is gaining momentum as a speculative play in the commercial space sector. The company recently disclosed plans to launch its first orbital module by Q2 2026, with a $320 million funding round completed in November 2025. While still in early development, GEMI’s progress has attracted attention from institutional investors, with shares up 18% in the past month amid growing interest in private space infrastructure. The collective movement of these stocks could signal shifts in investor appetite for both mature tech leaders and high-growth space ventures. Market participants are particularly focused on whether Broadcom’s integration plans will affect near-term margins or Oracle’s cloud performance will sustain momentum amid rising competition.