What podcasts say about Oracle Corporation
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Oracle Corporation
29 statements · 8 positive · 19 negative · 1 mixed · 1 neutral
Oracle ranks among the top NeoClouds for quality of service.
“it is an objective fact that we think Oracle is one of the top NeoClouds in terms of quality of service”
Open the episode · Can AI Keep Growing Exponentially? Let’s Ask SemiAnalysis — With Dylan Patel and Jordan NanosListen at 49:30
Oracle is extremely concerned about its credit rating.
“I think Oracle's petrified of their credit rating.”
Open the episode · Steve Eisman: One Company Could Break The AI BoomListen at 26:28
Oracle wants to avoid a downgrade to junk status.
“Oracle does not want to get downgraded to junk.”
Open the episode · Steve Eisman: One Company Could Break The AI BoomListen at 26:37
Oracle is one of technology's great business stories.
“Oracle is one of the great stories of tech”
Open the episode · BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg CastleListen at 1:59:12
Larry Ellison owns 40% of Oracle.
“he owns 40% of the company”
Open the episode · BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg CastleListen at 2:00:31
Oracle recently received a credit downgrade and has negative free cash flow.
“It just faced a credit rating downgrade. Their free cash flow negative.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 17:18
Oracle is especially vulnerable to problems in the AI infrastructure buildout.
“Oracle is kind of like that first domino that could be tipped.”
Open the episode · Mark Zuckerberg’s Second Act?Listen at 17:34
Oracle is financially stretching itself to fund data-center infrastructure.
“Nobody is going to argue that Oracle isn't pushing the limits when it comes to extending itself to fund the data center infrastructure build out.”
Open the episode · Oracle Calls Force Majeure Already?Listen at 1:47
A power-commitment event could delay Oracle’s rent payments.
“An event tied to meeting power commitments could result in a delay on rent for Oracle”
Open the episode · Closing Bell: GoDaddy Jumps, Oracle Drops on Force Majeure, MGM Resorts TumblesListen at 2:45
Oracle would owe other costs and full-term rent once payments begin.
“the company would still have to pay other costs and owe the rent for the full lease term once payments begin.”
Open the episode · Closing Bell: GoDaddy Jumps, Oracle Drops on Force Majeure, MGM Resorts TumblesListen at 2:49
Oracle shares fell approximately 3.5% during the day.
“It finished the day down about 3.5%.”
Open the episode · Akamai-Anthropic Contract, Oracle's New Data Center, Everpure JumpsListen at 3:10
Oracle has a weaker financial foundation than comparable companies.
“Oracle is starting from a weaker foundation.”
Open the episode · Oracle Calls Force Majeure Already?Listen at 7:05
Oracle shares are down 3%.
“Oracle down 3%, ticker ORCL.”
Open the episode · Micron Slides, Oracle Slips, Rum Group RalliesListen at 0:45
Oracle’s cloud business is growing faster than projected, indicating its AI data-center investments are paying off.
“Oracle's cloud computing business grew faster than analysts projected, suggesting the company's big bets on AI data center projects are paying off.”
Open the episode · Oracle Cloud Sales; Adobe Forecast Miss; Microsoft Data CentersListen at 0:52
Oracle’s results reinforce continued AI demand.
“It was a strong report reinforcing the AI demand story”
Open the episode · Oracle After Earnings, Microsoft Rallies, Adobe DisappointsListen at 1:11
Oracle’s results indicated strong demand for artificial intelligence.
“those Oracle results showed pointed to strong AI demand.”
Open the episode · Closing Bell: HPE Rallies, Dell Gains, Oracle SlipsListen at 1:36
Oracle’s quarterly cloud-computing revenue exceeded Wall Street expectations.
“It did deliver quarterly cloud computing revenue that exceeded Wall Street's expectations.”
Open the episode · Closing Bell: HPE Rallies, Dell Gains, Oracle SlipsListen at 2:59
Oracle options imply a potential move exceeding 10% after earnings.
“the options positioning is higher, more than a 10% swing in either direction, potentially when it reports after the bell”
Open the episode · Cooper Sinks, Freeport-McMoRan Drops, Oracle Struggles With DebtListen at 3:45
Oracle is the clearest warning sign of AI-market jitters
“the biggest canary in the coal mine of AI jitters, shall we call it, is Oracle”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 7:36
The market has no confidence in Oracle
“we have no confidence in oracle”
Open the episode · We're back: AI selloff reverses, US earnings, Aussie property & moreListen at 8:41
Oracle won a ten-year Defense Department contract worth up to $7 billion.
“the company won a 10 year contract with the Department of Defense valued at about $3 billion for the first five years, up to 7 billion if options are exercised.”
Open the episode · Intel Mixed, Oracle Gains, Canada Goose Falls After Being Cut to Sell at Williams Trading on Tariff RiskListen at 2:10
Oracle shares fell 3%.
“Oracle shares down 3%”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 2:10
Oracle secured a ten-year software deal with the Pentagon.
“The company got a 10 year software deal with the Pentagon.”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 2:14
Oracle has a relatively weak balance sheet among hyperscalers.
“Balance sheet is on the weaker side if you look among hyperscalers”
Open the episode · Intel Mixed, Oracle Gains, Canada Goose Falls After Being Cut to Sell at Williams Trading on Tariff RiskListen at 2:27
Oracle was heavily underperforming the Magnificent Seven and broader market.
“heavily underperforming the Magnificent seven and the market”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 2:37
Oracle’s debt-default protection cost reached an eighteen-year high.
“the cost of protecting its debt against default reaching an 18 year high just this week.”
Open the episode · Intel Mixed, Oracle Gains, Canada Goose Falls After Being Cut to Sell at Williams Trading on Tariff RiskListen at 2:45
Oracle is underperforming the Magnificent Seven today.
“it is actually underperforming the Magnificent Seven Today”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 2:48
Oracle shares fell to $116, down 64% from the prior peak.
“They're down now to $116 a share. Down 64% from then.”
Open the episode · Intel Turns Lower; Oracle Declines; Canada Goose TumblesListen at 3:19
Oracle shares could experience more volatility from uncertainty over OpenAI’s IPO timeline.
“there could be more volatility because of the back and forth with the timeline”
Open the episode · Onsemi, Oracle End Week Lower, Biotechne JumpsListen at 5:21
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.