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Wall Street Breakfast Podcast: RH Feels Housing Chill

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RH shares plunged 17% premarket after RH missed Q4 results and guided Q1 and FY26 revenues below consensus. Oracle shares jumped ~6% after announcing plans to cut up to 18% of its workforce to reallocate spending toward AI infrastructure, signaling an efficiency-driven shift and increased AI investment focus.

Analysis

RH shares plunged 17% premarket after RH missed Q4 results and guided Q1 and FY26 revenues below consensus. Oracle shares jumped ~6% after announcing plans to cut up to 18% of its workforce to reallocate spending toward AI infrastructure, signaling an efficiency-driven shift and increased AI investment focus.

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Market Sentiment

Overall Sentiment

mixed

Sentiment Score

-0.15

Ticker Sentiment

ORCL0.40