Oracle $ORCL is down -11% today after reporting earnings
The big reason for today’s drop:
Oracle is trying to raise $40 billion dollars.. concerning investors!
However, Oracle’s Cloud Infrastructure revenue increased by 93% 👀🤯
Oracle $ORCL reports after the bell today
→ Exp EPS: $1.96 EPS
→ Exp Rev: $19.08B
But there's one number that matters more:
Oracle's Cloud Infrastructure Segment has been growing above 50% YoY for multiple quarters
And the customers are companies like OpenAI.
If that
@WatcherGuru FYI: PPI typically predates CPI by 3-6 months..
Meaning that if the Producers are feeling the pain today
The consumers will feel the pain tomorrow 👀
Oracle $ORCL reports after the bell today
→ Exp EPS: $1.96 EPS
→ Exp Rev: $19.08B
But there's one number that matters more:
Oracle's Cloud Infrastructure Segment has been growing above 50% YoY for multiple quarters
And the customers are companies like OpenAI.
If that 50% growth continues tonight, people are going to start looking at $ORCL as the next:
"AI picks-and-shovels play."
Here's what I'll be keeping an eye out for:
→ Cloud infrastructure growth rate (does 50%+ continue?)
→ Any new AI contract announcements
→ Any Forward Guidance commentary
Millions of fans are tuning in for Game 4 tonight. But which companies are selling the beer, the merch, and the streaming subscriptions?
Generated Assets lets you ask the question and invest in the answer.
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