Oracle (ORCL.US) is scheduled to release its Q3 earnings report, and details regarding its "Star Gate" project will likely be the center of market attention.

Oracle (ORCL.US) will announce its third-quarter earnings after the market closes on Monday. The market currently broadly expects Oracle's Q3 revenue to grow 8% year-on-year to $14.4 billion, and adjusted EPS to grow 6% year-on-year to $1.49.Investors will closely watch Oracle's sales growth and the company's comments on its AI infrastructure project named "Stargate." Some analysts said information about "Stargate" on Oracle's earnings call "could be more than anything else."Analysts at UBS maintained an "buy" rating on oracle with a target price of $210 and said they would focus on the company's comments on "Stargate." Analysts at Jefferies also said sentiment has gradually become positive since the announcement of "Stargate" on January 21, and reiterated a target price of $220.This year in January, OpenAI, SoftBank Group and Oracle announced an infrastructure investment plan named "Stargate" at an event at the White House. The three companies initially will invest $100 billion in "Stargate" and increase it to $500 billion in the next four years. The project will start from a data center in Texas, USA.President Trump said "Stargate" will build physical and virtual infrastructure to power the next generation of AI, including data centers across the country. Trump also said it is the largest AI infrastructure project in history.