All Time High: Oracle Partners With OpenAI! Bank Stocks to Benefit From Rate Cuts?
Hi, tigers! Let’s check the all time high stocks of this week!
1. $MercadoLibre(MELI)$ surged to $2645.22, delivering an impressive YTD gain of 45.38%.
Mercado Libre, e-commerce platform leading in Latin America, builds on 2024 momentum with strong Q1 2025 results, reporting $5.9 billion revenue and $494 million net income. The stock jumped 6.5% on the latest earnings day.
MercadoLibre is steadily gaining market share in Latin America by taking business from physical retailers, which still dominate 85% of spending.
Stronger demand drove GMV growth of 30% in Brazil, 23% in Mexico, and 126% in Argentina, led by supermarkets. Total GMV reached $13.3B with 492M items sold, while commerce revenue jumped 32% in USD and 57% forex-neutral.
2. $Oracle(ORCL)$ climbed to $231.90, marking a strong year-to-date growth of 38.01%.
Yesterday, Bloomberg reported that OpenAI plans to lease around 4.5 gigawatts of data center power from Oracle.
Oracle revealed in a recent 8-K filing that it signed several major cloud deals, including one expected to generate over $30 billion annually starting FY28.
For fiscal 2025, Oracle’s revenue rose 8.4% to $57.4B, boosted by 24% growth in cloud services to $24.5B.
Citizens JMP maintained a Market Outperform rating with a $240 price target.
3. $Goldman Sachs(GS)$ , $Wells Fargo(WFC)$ , and $Morgan Stanley(MS)$ hit new highs yesterday, with YTD gains of 25.02%, 17.26%, and 13.63%, respectively.
Since June 2025, U.S. banking sector has significantly outperformed the broader market.
On March 17, Trump announced the nomination of Michelle Bowman as Vice Chair for Supervision at the Federal Reserve. The market anticipates that she will ease regulations on the banking industry.
Although the Fed has not yet provided a clear timetable for rate cuts, declining inflation data has strengthened the likelihood of a rate cut later this year.
Resilient employment and solid consumer spending are supporting credit demand, while credit quality remains steady. These conditions are boosting expectations for loan growth and asset quality, signaling a turning point for bank fundamentals.
Firms like Morgan Stanley and JPMorgan continue to enhance services for high-net-worth clients through better asset allocation and AI-powered tools, driving growth in non-interest income. Additionally, this year’s market volatility has been especially favorable for large banks like Goldman Sachs, which generate a significant portion of revenue from trading.
Will you trade big banks?
With earnings looming this month, how do you expect big banks?
Can they continue the Q1 trend and get off to a good start?
REWARDS
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Oracle also looks promising. The OpenAI data center news and the massive $30B cloud deal show Oracle’s growing role in AI infrastructure. With cloud revenue up 24%, this could be a strong long-term winner. I think investors are still underestimating how big Oracle could become in the AI era.
As for big banks like GS MS WFC, I’m cautiously bullish. If earnings confirm steady credit quality and strong spending, banks could continue their solid run. Trading income and possible regulatory easing are also good signs. I’ll be watching closely.
@Tiger_comments @TigerStars
I expect banks to still do well as rates are sti much higher than historical rates. From Q1, rates have been held steady. So I expect the big banks to still deliver stellar earnings. The impact of rate cuts will likely be seen next year if indeed 2 rate cuts materialise this year, especially more so if the degree of each rate cut is at least 50 basis points. This might be the time to start rotating out of banks.
@Fenger1188 @Wayneqq @Kaixiang @SR050321 come join
MercadoLibre通過從實體零售商手中奪取業務，穩步獲得拉丁美洲的市場份額，實體零售商仍主導着85%的支出。
甲骨文在最近的一份8-K文件中透露，它簽署了幾項重大雲交易，其中一項預計從28財年開始每年產生超過300億美元的收入。
2025財年，Oracle的收入增長8.4%至$574億，這得益於雲服務增長24%至$245億。
Citizens JMP維持跑贏大盤評級，目標價爲240美元。
XLF has a low expense ratio of just 0.09%. It also pays dividends every 3 months. The current dividend yield is 1.4%, providing me with a steady source of passive income on top of capital appreciation. XLF is up 10% year todate and has risen 28% in the past year.
XLF isn't just an ETF. It is a financial fortress. With investment banking roaring back, M&A pipelines surging and regulatory winds shifting in favour of big banks, XLF is riding high on a macro wave of momentum!
My investment with XLF has grown 41% and I am still holding because when the Banking Titans rise, I ride with them.
@Tiger_comments @TigerStars @Tiger_SG @CaptainTiger
Mercado Libre, e-commerce platform leading in Latin America, builds on 2024 momentum with strong Q1 2025 results, reporting $5.9 billion revenue and $494 million net income. The stock jumped 6.5% on the latest earnings day.
MercadoLibre is steadily gaining market share in Latin America by taking business from physical retailers, which still dominate 85% of spending.
A giant indeed and can be invested, but be wary of competitors coming and global trade disruption!!
of course, no leverage and be nimble. cut weeds and let flowers grow. peace. out.
首先看摩根士丹利和摩根大通，它们在高净值客户服务这块已经走得相当前，特别是今年明显加大了对人工智能工具的应用，比如用AI优化组合配置、客户行为预测等，这种“软实力”的提升最终会反馈到非利息收入的持续增长。说白了，传统投行在转型财富科技公司，不靠利差吃饭，也能把服务卖出科技感和溢价。
相比之下，高盛更像是“市场波动的受益者”，它靠交易吃饭。2024年底以来的地缘风险频发、AI主题股频繁波动，这些都放大了交易量和波动率。对高盛来说，这是得天独厚的机会，Q1已经体现出交易业务强劲反弹，如果Q2延续类似市场节奏，高盛也极有可能“再秀一次”。
至于即将发布的财报季，我个人预期偏乐观，特别是摩根大通可能依然是全行业的风向标。它在贷款、资产管理、投行业务的布局都相对均衡，即便利率环境不如去年那么“肥”，但稳健增长+AI加持的资产管理业务，足以撑起上半年的利润表现。
唯一值得注意的是，市场对这些银行的“好财报”预期其实已经很高了，也就是说，除非超预期，否则财报当天未必会大涨。所以我的策略通常是：财报前适量建仓，财报后观察市场情绪决定是否加码，特别是那些强调非利息收入增长的新银行逻辑，比单纯靠利差的商业银行更有吸引力。
总的来说，我相信大银行正处于转型期——从传统金融，走向科技赋能的新金融生态。只要利率不是剧烈变化，股市维持一定波动，这波财报很可能延续Q1的强势表现，是值得关注的短线机会。