PLTR, MSFT and ORCL Forecasts – AI Infrastructure in Focus

Palantir Technical Analysis

Palantir has an earnings call after the market closes, so that, of course, is something you ought to pay close attention to, but pre-market looks like it’s going to be good, as we are going to jump towards the 200-day EMA. Breaking above the 200-day EMA and, by extension, the $150 level opens up a move to the $160 level.

Again, the aftermarket earnings call will have an influence on what happens next, so please be careful, but recognize that we had been in a bottoming pattern for a while.

Microsoft Technical Analysis

Microsoft’s a little bit soft in the pre-market but the situation for Microsoft is more a story of capital expenditure intensity. It’s spending aggressively. Q4 of 2026 is expected to surpass $40 billion and that is part of the problem here.

Nonetheless, over time, Microsoft is probably a very bullish market. It is in the middle of forming a little bit of a bullish flag. It’s a little messy, but you get the idea. I think if we can clear the $424 level, this market will go looking to the 200-day EMA. Drops from here will probably look at the $400 level as a support region.

Oracle Technical Analysis

Finally, Oracle looks like it’s going to jump early in the market as well. It does have a massive backlog of products and in fact, it skyrocketed to $553 billion worth of orders. So, this is incredible long-term revenue visibility. I do believe that Oracle remains strong.

That being said, it does have massive debt and capital requirements so there are concerns about it having to raise more capital. In fact, it’s recently been stated that it was going to try to raise another $50 billion to finance its AI expansion. If we can break this 200-day EMA, I think Oracle really takes off. In the meantime, short-term pullbacks are probably opportunities.

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