By Daragh Thomas
Publication Date: 2026-03-10 17:46:00
What the money says
Polymarket Dealers are pricing in 77% chance Oracle beat consensus of $1.71 per share. This contract could very well be cleared with a “yes” vote and the stock could still fall.
Oracle has beaten earnings per share in eight out of 10 quarters, but the stock fell 10.83% the day after its most recent quarter report because there was a lack of income.
Kalshi has a market where traders predict what is specific words used in the winning announcement after the bell.
The most telling signal may be the gap between “OpenAI” at 92% and “Stargate” at 64%.
Traders say Oracle will almost certainly talk about the OpenAI relationship but may distance itself from the Stargate brand name that has been in the negative headlines recently.
The $500 billion Stargate project was announced at the White House in January 2025 SoftBank and Oracle is effectively stalled, with no dedicated team, no clear operational role, and disagreements over leadership and financial responsibility that are stalling the partnership.
In the meantime,…
