By Zacks Equity Research
Publication Date: 2026-05-13 10:34:00
For immediate publication
Chicago, IL – May 13, 2026 – Today, Zacks Investment Ideas highlights Oracle ORCL and Roku ROKU.
Sentiment shift: These stocks have rebounded strongly
It’s no secret that the market has performed exceptionally well over the last month, with technology stocks being the main driving force. Several stocks including oracle And Rokualso experienced a significant shift in sentiment and both outperformed the S&P 500.
Let’s take a closer look at how each is currently performing.
Oracle is recovering
Oracle shares have staged a nice comeback over the last month, a significant change from the huge drop in sentiment we’ve seen since around September of last year. Market sentiment has turned negative due to capital concerns stemming from the current data center build-out, but recent quarterly results and robust demand development for cloud computing solutions have helped to address these concerns.
Cloud revenue increased 44% year over year…

