Is Oracle (ORCL) &quot;throwing money at the wall?&quot; It&#x27;s the question Tom White and Jenny Horne debate as the company ups its debt funding to $40 billion. Jenny talks about how Oracle raising its RPO by $85 billion is a positive, but she admits the risk comes in whether the company can execute on all of its backlog. She also touches on Intel&#x27;s (INTC) double upgrade and price target hikes in Arm (ARM) and AMD Inc. (AMD). ======== 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 – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

ORCL Raises AI Execution Risk, INTC Double Upgrade, AMD & ARM PT Hikes

Schwab Network

Alright, now that we've had a breakdown of where markets are as we set up for this Thursday, let's bring in our first guest. It's going to be Jenny Hornee. She's the co-host of NextGen Investing to help me break down some of this market action today. You know what? I came in this morning and I was like, hey, there's not a lot of news, but futures are rebounding. We had the Oracle earnings after the close yesterday. That stock's under pressure. It was a pretty good report, Jenny, but you throw in some stuff about raising more capital and traders

don't like that. They don't like it. I think evidenced by yesterday's Supermicro, I know a different story, but it was seeing some significant contraction on the day after, of course, it's news that it was raising another $7 billion in cash. And so I think that this is just the latest right now cash constraint you're seeing from a company like Oracle, which frankly has tapped net markets before this year and also faced criticism over that. So I think that the timing of this is really interesting. Now, when you look at some of the headline numbers, I mean, it was a pretty clean beat, no doubt about it.

Growth for their revenue was up still 21% year over year. Cloud remains the core growth driver with 47% of their overall contribution to their revenue. Now, cloud infrastructure in its own right rose 93%. That is a key number, obviously driven by AI workloads, data center demand, but cloud applications or some of the software as a service tools that they have rose another 10%. So slower, but still steady from an enterprise demand standpoint.

ORCL Raises AI Execution Risk, INTC Double Upgrade, AMD & ARM PT Hikes

Read the full transcript

The candid version is on a podcast,
not the earnings call.

ORCL Raises AI Execution Risk, INTC Double Upgrade, AMD & ARM PT Hikes

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.