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Previewing ORCL Earnings & Looking for "Momentum"
Manage episode 505157715 series 3645668
Paul Meeks looks at Oracle (ORCL) ahead of the company's earnings report. He expects them to continue to show momentum as it plays a central role in the A.I. trade. What Paul is curious to hear from the company is regarding its capital expenditure guidance and cash burn rate. He does caution that an A.I. bifurcation could be on the horizon between software and hardware companies, adding a company like Salesforce (CRM) could be one to watch.
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7349 episodes
Manage episode 505157715 series 3645668
Paul Meeks looks at Oracle (ORCL) ahead of the company's earnings report. He expects them to continue to show momentum as it plays a central role in the A.I. trade. What Paul is curious to hear from the company is regarding its capital expenditure guidance and cash burn rate. He does caution that an A.I. bifurcation could be on the horizon between software and hardware companies, adding a company like Salesforce (CRM) could be one to watch.
======== 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
7349 episodes
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