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Oracle's CapEx Linchpin: What to Watch in ORCL Earnings & Guidance

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Manage episode 523269174 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Oracle (ORCL) is what Melissa Otto calls a "levered bet" in the A.I. space, says Melissa Otto. The company reports earnings on Wednesday. Melissa tells investors to watch for operating profit margins and any other indicators pointing to Oracle navigating massive CapEx spend from Mag 7 and other Big Tech companies as it piles on debt. She later notes the leadership shift and what CEO Larry Ellison needs to demonstrate on the earnings call.

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9296 episodes

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Manage episode 523269174 series 3645668
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Oracle (ORCL) is what Melissa Otto calls a "levered bet" in the A.I. space, says Melissa Otto. The company reports earnings on Wednesday. Melissa tells investors to watch for operating profit margins and any other indicators pointing to Oracle navigating massive CapEx spend from Mag 7 and other Big Tech companies as it piles on debt. She later notes the leadership shift and what CEO Larry Ellison needs to demonstrate on the earnings call.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – / schwabnetwork

Follow us on Facebook – / schwabnetwork

Follow us on LinkedIn - / schwab-network

About Schwab Network - https://schwabnetwork.com/about

  continue reading

9296 episodes

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