According to @KobeissiLetter, Oracle (ORCL) surged over 23% after reporting earnings alongside a 359% increase in contracted revenue (source: The Kobeissi Letter on X, Sep 9, 2025). The post frames the rally as part of the early-stage AI investment cycle, underscoring AI-driven demand as a key narrative for the stock’s momentum (source: The Kobeissi Letter on X, Sep 9, 2025). No crypto assets were mentioned in the post; any spillover to AI-linked tokens was not specified in the source (source: The Kobeissi Letter on X, Sep 9, 2025).