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Oracle Stock Climbs on Reported TikTok Deal Involvement
Investopedia· 2025-09-16 20:05
公司股价表现 - 甲骨文公司(ORCL)股价周二上涨 [1] 业务动态 - 公司作为软件企业参与企业联盟 允许中国所有的TikTok在美国继续运营 [1] - 该安排基于一项"框架协议" [1]
Ariel's Charles Bobrinskoy on why he trimmed Oracle
Youtube· 2025-09-12 17:36
Oracle, as we mentioned, of course, that's the standout, seeing the sharpest rally in more than 30 years following earnings. And that's why our next guest is actually trimming it. Joining us now, Charlie Berinskcoy, vice chairman and head of investment group at Ariel Investments.Charlie, great to have you with us. Thanks for having me. Is this just portfolio management or do you have some question marks about the guidance that they gave.We're value investors at Ariel and we try and buy things when they're o ...