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ORCL Staging Turnaround? TikTok & Data Centers Key in Bull Narrative
Youtube· 2025-12-22 17:01
Let's bring in Marley Kaden uh to help us break this down to host of Market on Close with Sam Vadis and also a contributor across the network. When you look at this stock uh Marley, it's been a pain uh trade for investors over the last three months. But at the same time, we're still up positive for the uh for for the year and this is just about maybe uh some uh outlying catalysts that have uh driven the stock down.But getting a nice little pop here today. Yeah, it is getting a nice pop off of this note. Lik ...
Trade Tracker: Malcolm Ethridge sells out of Oracle
Youtube· 2025-12-11 17:49
and some of the moves that you're making are representative of the tension that I'm referring to. It's we know what the equal weight and we know what the Russell are doing, but we also know what Oracle's doing. Um, and we said going in and some on the street said that this was an exceptionally consequential earnings report given uh the name, given the questions, given the timing, given everything else.You sold it at the open. >> Yep. >> Tell me more.Well, I told you the last time I was on that I would take ...
Oracle shares jump more than 3% during analyst day
Youtube· 2025-10-16 21:55
公司财务表现与市场反应 - 公司股价今日上涨3% 在公布AI业务进展后 同时确认与Meta达成云业务交易[1] - 公司股价今年迄今已上涨超过80%[2] - 股价较上月财报后峰值仍低约10%[1] 云基础设施业务展望 - 公司披露云基础设施业务毛利率预期在30%至40%之间[1][4] - 该业务2030年营收预期达到1660亿美元 而去年营收仅为100亿美元 显示营收加速增长[1] - 提供的毛利率指引高于上周市场报告预期 也高于华尔街共识预期[4] 资本开支与竞争优势 - 公司需要持续增加资本支出 以购买高性能GPU保持竞争力[5] - 创始人Larry Ellison强调公司优势在于从建设数据中心 训练AI模型到赋能数据库的全链条能力 并指出其他三大云供应商主要作为技术平台 不具备此全面能力[1] - 首席财务官预告未来12个月内可能签署更大规模机会[2]