This week, several stocks caught investors’ attention, driven by significant developments and market momentum. Here’s the breakdown of this week’s trending stocks:
Oracle ($ORCL) Lands $30B Cloud Deal
Oracle Corporation ($ORCL) revealed in a regulatory filing that it has signed a cloud services agreement expected to generate more than $30 billion in annual revenue starting in FY28. The contract, one of several large deals signed since the beginning of Oracle’s fiscal year on April 1, marks what the company describes as a strong start to FY26.
According to Oracle, the identity of the buyer was not disclosed in the filing, though Bloomberg later reported that OpenAI is behind the deal. Additional details on other contracts mentioned by the company were also not provided.
CEO Safra Catz stated in the filing: “We signed multiple large cloud services agreements including one that is expected to contribute more than $30 billion in annual revenue starting in FY28.”
Stock Price Reaction
Shares of $ORCL surged nearly 9% intraday following the announcement, before closing up 4% as investors responded to the potential long-term revenue impact of the deal.
Jack in the Box ($JACK) Adopts Poison Pill to Thwart Biglari Stake Buildup
Jack in the Box ($JACK), a U.S. fast-food chain known for its burgers and tacos, announced that its board has adopted a limited-duration stockholder rights plan following Biglari Capital Corp.’s disclosure that it now owns 9.9% of the company’s common stock. According to the company, the rights plan—often referred to as a “poison pill”—is intended to ensure that all shareholders are treated fairly in the event of any potential takeover and to prevent any party from gaining control without offering an appropriate premium.
The company emphasized that the move supports its ongoing “JACK on Track” strategy to improve performance and shift toward an asset-light model.
Stock Price Reaction
$JACK shares climbed 9.3% on the day Biglari’s stake was revealed and rose another 7% the following day.
Datadog ($DDOG) Set to Join S&P 500
Datadog Inc. ($DDOG), a cloud-native monitoring and analytics platform for developers and IT operations teams, will be added to the S&P 500 index prior to the opening of trading on July 9, 2025. The move follows the completion of Hewlett Packard Enterprise’s ($HPE) acquisition of Juniper Networks ($JNPR), which will result in Juniper’s removal from the index.
According to S&P Dow Jones Indices, Datadog will be classified under the Information Technology sector, reflecting its growing significance in enterprise software and observability infrastructure
Why S&P 500 Inclusion Matters
Joining the S&P 500 is a significant milestone for any public company because it leads to automatic inclusion in a wide range of index-tracking funds and ETFs, such as the SPDR S&P 500 ETF ($SPY), which collectively manage trillions of dollars. This often results in a surge of passive investment inflows, increased trading volume, and broader visibility among institutional investors. Inclusion also serves as a signal of financial stability and scale, as S&P requires consistent profitability, liquidity, and market capitalization thresholds to qualify. For companies like Datadog, it not only boosts demand for shares but can also enhance credibility with customers, partners, and talent.
Stock Price Reaction
$DDOG shares jumped nearly 15% following the announcement, as investors anticipated increased demand from index-tracking funds.
This article is for informational purposes only and is not investment advice or a solicitation to buy or sell securities. The content is based on publicly available information and reflects the author’s opinions as of the publication date, which may change without notice. All investments carry inherent risks, including the potential loss of principal, and past performance is not indicative of future results. Forward-looking statements, including references to projected revenues, market trends, or business developments, are based on current expectations and assumptions. Actual results may differ due to various factors, including regulatory changes, economic conditions, competitive pressures, and unforeseen market fluctuations. Readers should conduct their own research or consult a financial advisor before making investment decisions. BBAE holds no position in the securities mentioned, nor are they compensated by the companies mentioned.
