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Oracle still a great company, stock just got ahead of itself: Ariel Investments' Charles Bobrinskoy
Youtube· 2025-12-16 03:06
Let's bring in Charlie Babrinskcoy. He's the vice chair of Aerial Investments. Charlie, it's great to see you again.Welcome. >> Thank you. Welcome back, Kelly.Great to see you. >> Thank you. And I you I one of my most memorable things right before I I think I I went out was that you had said to everybody, be careful with Oracle here.Think twice before getting involved. And that was maybe I don't know 30 40% from where we are now. So what what do you do with the stock now.Yeah, I think my exact words were tr ...
The Potential Existential Threat To AI
Seeking Alpha· 2025-12-16 02:24
Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .Some cracks emerged around the AI Narrative that has driven most of the gains in equities over the past three years, late this week. Oracle ( ORCL ) fell 11% in trading on Thursday after posting quarterlyBret Jensen has over 13 years as ...
Oracle: Let It Fall, Let It Fall, Let It Fall (NYSE:ORCL)
Seeking Alpha· 2025-12-16 02:11
It is insane to look at Oracle Corporation ( ORCL ) right now and realize that the stock is up only 10% year-to-date, which is a staggering underperformance relative to how we were feeling only a couple of months back, when Oracle stockI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, ...
Oracle: Let It Fall, Let It Fall, Let It Fall
Seeking Alpha· 2025-12-16 02:11
It is insane to look at Oracle Corporation ( ORCL ) right now and realize that the stock is up only 10% year-to-date, which is a staggering underperformance relative to how we were feeling only a coupleI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distin ...
'To Whom Much Is Given, Much Is Expected,' Melinda French Gates Says, Urging Billionaires Backed By America's System To Give Away Far More Money
Yahoo Finance· 2025-12-16 02:01
Billionaires who built fortunes in America's system should be giving far more away.They benefited from the U.S. education system, regulations, and venture capital networks, philanthropist Melinda French Gates said. Speaking to Wired editor-in-chief Katie Drummond recently, French Gates said those systems supported people who started businesses in America. French Gates discussed the Giving Pledge, which she launched in 2010 with Microsoft (NASDAQ:MSFT) co-founder Bill Gates and Berkshire Hathaway (NYSE:B ...
Oracle: Higher Capex Is The Bridge Between RPO And Future Revenue (NYSE:ORCL)
Seeking Alpha· 2025-12-16 01:37
Since Oracle Corporation ( ORCL ) announced Q1 FY2026 earnings three months ago, the stock is down 42% and is currently 17% below its pre-earnings level. The stock fell another 10% following Q2 FY2026 earnings last week. Some people blamed itI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I'm a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ross School of ...
Oracle: Higher Capex Is The Bridge Between RPO And Future Revenue
Seeking Alpha· 2025-12-16 01:37
Since Oracle Corporation ( ORCL ) announced Q1 FY2026 earnings three months ago, the stock is down 42% and is currently 17% below its pre-earnings level. The stock fell another 10% following Q2 FY2026 earnings last week. Some people blamed itI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I'm a senior analyst at a multi-strategy hedge fund with 7 years of experience. I graduated from UCLA with a degree of Business Economics and UMich Ross School of ...
Oracle stock remains under pressure, but this analyst sees the stock climbing around 100%
Invezz· 2025-12-16 01:35
Oracle stock came under renewed pressure on Monday, extending a bruising selloff that has weighed heavily on the stock for several weeks. The cloud computing giant has lost more than 15% over the past five days, following a steep 23.1% drop in November that erased gains sparked by its blockbuster September earnings report. The stock's decline reflects a sharp reversal in sentiment after Oracle stunned investors earlier this year by revealing that its total backlog had more than quadrupled to $455 billion. T ...
Oracle financing in question as stock slides
Youtube· 2025-12-16 00:47
Let's get to see Modi for more on the widening bond yields for Oracle and some of these other hyperscalers which appears to be hurting the stock. >> Yeah, and it's clear Sarah that the market is becoming just more aware of how these hyperscalers are spending money especially when it comes to debt as it pertains to Oracle. The key question is whether the company can raise mountains of new debt while holding on to its investment grade credit rating currently at tripleB the lowest of all the hyperscalers.Last ...
U.S. Stocks Pull Back Near Unchanged Line After Initial Advance
RTTNews· 2025-12-16 00:25
After failing to sustain an initial move to the upside, stocks have shown a lack of direction over the course of the trading session on Monday. The major averages have pulled back well off their highs of the session and have recently been bouncing back and forth across the unchanged line.Currently, the major averages are narrowly mixed. While the S&P 500 is up 7.97 points or 0.1 percent at 6,835.38, the Nasdaq is down 10.22 points or less than a tenth of a percent at 23,184.95 and the Dow is down 14.31 poi ...