Oracle Soars, Amazon Sinks, Home Depot’s $4.3B Acquisition: Breaking Down Today’s Biggest Market Moves

The markets are buzzing with major corporate developments today, sending shockwaves across Wall Street. From tech giants making power plays to retail behemoths expanding their empires, here’s a deep dive into the stories driving today’s biggest stock moves.

Oracle (ORCL) Skyrockets on $30 Billion Cloud Megadeal

Shares surged after Oracle secured a blockbuster $30 billion cloud computing contract, marking one of the largest deals in the company’s history.

Why It Matters:

• The deal cements Oracle’s position in the cloud wars against AWS, Microsoft Azure, and Google Cloud.
• Analysts suggest this could accelerate Oracle’s revenue growth in AI and enterprise solutions.
• Stock up over 10% in early trading—its biggest single-day jump in years.

Bigger Picture:
Oracle has been aggressively expanding its cloud infrastructure to compete with larger rivals. This contract—reportedly with a major government or Fortune 100 company—could be a game-changer.

Amazon (AMZN) Slumps as China Tariffs Bite Into Margins

Amazon shares are under pressure after reports revealed rising prices for China-made goods on its marketplace due to new U.S. tariffs.

Key Concerns:

• Higher costs may dampen consumer demand for budget-friendly products.
• Sellers are passing costs to buyers, risking slower sales volume.
• Stock down ~3%, underperforming the broader tech sector.

What’s Next?
Amazon could face margin compression if tariffs persist, forcing it to either absorb costs or risk losing price-sensitive shoppers.

Home Depot (HD) Makes $4.3B Bet on Pro Contractors

The home improvement giant announced a $4.3 billion acquisition of SRS Distribution, a major roofing and building materials supplier.

Strategic Move:

• Expands Home Depot’s reach into the lucrative professional contractor market.
• SRS serves roofing, landscaping, and pool contractors—a high-margin segment.
• Stock up modestly, as investors digest the long-term growth potential.

Why This Deal?
Home Depot has been doubling down on professional customers (who spend 3x more than DIY shoppers). This acquisition accelerates that strategy.

Market Minute Snapshot: What Traders Are Watching

✔ Oracle’s cloud momentum—Can it sustain the rally?
✔ Amazon’s tariff troubles—Will consumer spending hold up?
✔ Home Depot’s expansion—Will pro contractors drive future growth?