Search: ORCL - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 19	ORCL	$156.17 $156.17 -0.0%	N/A	Finnhub News	—	Finnhub - ORCL How Oracle’s New Public-Sector AI Cloud Wins ...
Feb 18	ORCL	$156.17 $156.17 -0.0%	LONG	Thread Guy Crypto influencer, independent	The speaker highlights a clip where the OpenAI CFO suggests a "government backstop" is needed for their trillion-dollar spending commitments, and explicitly states, "The United States government... is going to categorize AI as a military proxy... and throw infinite money at compute." If the US views AI as a Cold War-style arms race, fiscal constraints on AI spending will vanish. The government will subsidize the "ecosystem of banks" and tech giants to ensure the US reaches AGI first. This guarantees revenue for the infrastructure providers and model builders regardless of immediate commercial viability. LONG US AI infrastructure and Hyperscalers as beneficiaries of unlimited government defense spending. Political gridlock preventing subsidies; US actually losing the technical race despite spending.	Thread Guy It's Time To Start Chinamaxxing..
Feb 18	ORCL	$156.17 $156.17 -0.0%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Corporation (ORCL) Slips Amid Concerns...
Feb 18	ORCL	$156.17 $156.17 -0.0%	N/A	Finnhub News	—	Finnhub - ORCL Cubic Corporation Optimizes SAP Support with ...
Feb 18	ORCL	$156.17 $156.17 -0.0%	N/A	Finnhub News	—	Finnhub - ORCL The Hackett Group, Inc. Q4 2025 Earnings Call...
Feb 18	ORCL	$156.17 $156.17 -0.0%	N/A	Finnhub News	—	Finnhub - ORCL U.S. Futures Rise Ahead of Earnings with Tech...
Feb 18	ORCL	$156.17 $156.17 -0.0%	N/A	Finnhub News	—	Finnhub - ORCL Is Oracle (ORCL) Now Priced Attractive After ...
Feb 18	ORCL	$156.17 $156.17 -0.0%	SHORT	Ram Ahluwalia Founder, Lumida Wealth	Hyperscalers have committed to trillion-dollar spending obligations (debt) while current revenues are a fraction of that (e.g., OpenAI/Anthropic revenue vs. valuation). Ram notes, "They're echoes of 2008 when you had debt that wasn't worth par... I don't think it's great for Mag 7." These companies are releveraging their balance sheets (issuing debt/equity) to fund CapEx that has uncertain ROI. This capital destruction reduces their ability to fund share buybacks, which was the primary driver of their stock performance. SHORT/AVOID. The risk/reward for the heavy spenders is skewed to the downside as they incinerate cash. AI monetization accelerates faster than expected, validating the spend.	Unchained (Chopping Block) Why $700 Billion in AI CapEx Could Be the Nex...
Feb 18	ORCL	$156.17 $156.17 -0.0%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Error Leaves DeFi Lender Moonwell With...
Feb 18	ORCL	$156.17 $156.17 -0.0%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Error Leaves DeFi Lender Moonwell With...
Feb 18	ORCL	$156.17 $156.17 -0.0%	N/A	Finnhub News	—	Finnhub - ORCL The Hackett Group Inc (HCKT) Q4 2025 Earnings...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL Oracle (ORCL) Stock Sinks As Market Gains: Wh...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL Cadence Design Systems (CDNS) Beats Q4 Earnin...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL A Look At CPI FIM (BDL:ORCL) Valuation After ...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL DTE Energy Company Q4 2025 Earnings Call Summ...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL Why Oracle (ORCL) Shares Are Trading Lower To...
Feb 17	ORCL	$153.97 $156.17 +1.4%	LONG	Earl Davis	Davis mentions Oracle bonds trade about 200 basis points over 30-year bonds and 100 basis points over Meta equivalent bonds. He is comfortable with the "revenue generated by the future of AI supporting the spend." The spread offers a significant cushion and reward for risk compared to tighter tech credits. LONG ORCL Credit. AI revenue fails to materialize to cover capex debts.	Bloomberg Markets Bloomberg Surveillance 2/17/2026
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Lawsuits Test AI Growth Story And Rece...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL The Deal No One Saw Coming: Why Energy Transf...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL Palantir Relocates Headquarters To Miami
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL AI Capital Expenditure (Capex) Is Off the Cha...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL This Energy Provider Has a Data-Center Deal W...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL Energy Transfer Reports Fourth Quarter 2025 R...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL This Energy Provider Wins Data-Center Deal Wi...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL DTE Energy reports 2025 accomplishments, earn...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Corp (ORCL)’s Upside Potential: Federa...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL Telemedicine & Digital Health Research Report...
Feb 17	ORCL	$153.97 $156.17 +1.4%	N/A	Finnhub News	—	Finnhub - ORCL DTE Energy’s 5-year spending plan jumps 20% o...
Feb 16	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Lawsuits And Air Force Win Pull AI Clo...
Feb 16	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL Oracle (NYSE:ORCL) Valuation Check As Massive...
Feb 15	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL Much ado about nothing? TikTok's U.S. usershi...
Feb 15	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Lawsuits Put AI Spending Disclosures A...
Feb 14	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Weighs Air Force Cloud Win Against AI ...
Feb 13	ORCL	$160.14 $156.17 -2.5%	LONG	Matt Brill Head of US Investment Grade, Invesco	Google issued a 100-year bond in Sterling. Oracle issued equity to defend its balance sheet. Brill notes, "I love the hundred years... if you get paid." Big Tech firms are locking in capital. Oracle issuing equity to protect its credit rating is a bullish signal for bondholders (prioritizing balance sheet health). The demand for the front-end of tech curves (Google 3-year) is high. LONG Big Tech Investment Grade debt, specifically favoring the front end for safety or the very long end (100yr) only if the yield curve steepens significantly. Tech spreads widening due to massive supply (record issuance).	Bloomberg Markets US CPI Fuels Fed Wagers, US Inflation Comes I...
Feb 13	ORCL	$160.14 $156.17 -2.5%	AVOID	Dmitry Solodin Trader / Investor	Oracle has a massive backlog but huge CapEx requirements ($13B negative free cash flow impact) to build AI infrastructure. The company is borrowing heavily to fund AI expansion. While revenue is growing, the balance sheet strain and high valuation make it a risky bet compared to cash-rich peers. AVOID. Successful execution of AI cloud strategy could justify the spend.	Dmitry Solodin Почему упали ИНФОТЕХИ и стоит ли их ПОКУПАТЬ?...
Feb 13	ORCL	$160.14 $156.17 -2.5%	LONG	—	"A front end of the issuance is actually doing quite well. You take Google, for example, they issued... at 27 basis points... and now it's trading at 20 basis points over." Investors are rushing into the "front end" (short duration) of high-quality tech balance sheets because they view it as "money good." This demand compresses spreads, increasing the price of these bonds. Long short-duration investment-grade corporate bonds (specifically Big Tech) as a safe harbor. A sudden spike in short-term treasury yields or a deterioration in tech credit ratings (highly unlikely for Google).	Bloomberg Markets Is a 100-Year Bond Worth Buying?
Feb 13	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL As Oracle Lands a New Air Force Win, Should Y...
Feb 13	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL Bernstein Trims Target Price on Oracle (ORCL)...
Feb 13	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL Oracle: A Look At The 6.6% Yielding Preferred...
Feb 13	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL ReGrow Israel Harvests Insights from Oracle D...
Feb 13	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL Loomis Sayles Global Growth Fund’s Thoughts o...
Feb 13	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL The City of Atlanta Modernizes Constituent Se...
Feb 13	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Tapped By ReGrow Israel For Agricultur...
Feb 13	ORCL	$160.14 $156.17 -2.5%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Tapped By City Of Atlanta To Modernize...
Feb 12	ORCL	$156.48 $156.17 -0.2%	LONG	Hardika Singh Economic Strategist, Fundstrat	Google's 100-year bond was "10 times" oversubscribed. Hardika notes, "Investors haven't completely given up on these big tech players yet." She also highlights Amazon and Oracle raising $25B-$30B. The bond market is effectively funding the AI capex war chest. The massive oversubscription validates the "Green Light" for AI spend. Unlike JCPenney (which failed after its 100-year bond), Google is younger (28 years) and viewed as a diversified "little Berkshire Hathaway," suggesting it has the resilience to navigate the 100-year duration. LONG. The credit market's vote of confidence suggests the equity pullback is a buying opportunity for the Hyperscalers. Execution risk similar to JCPenney or Motorola (who issued century bonds at their peaks and subsequently failed or stagnated); failure to monetize AI spend.	CNBC Alphabet 100-year bond concerns revolve on co...
Feb 12	ORCL	$156.48 $156.17 -0.2%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Air Force Cloud Win And UK AI Tool Sha...
Feb 12	ORCL	$156.48 $156.17 -0.2%	LONG	Jonny Fine Head of Investment Grade Credit at Goldman Sachs	Oracle raised $25B with the "largest order book in our market in history," and Alphabet successfully issued a 100-year bond. CapEx plans are up $120-$150B across the sector. The bond market has explicitly "drawn a line in the sand," validating these companies' balance sheets despite the massive spending. The ability to lock in long-term capital (even 100-year duration) at tight spreads proves that institutional investors see the AI build-out as a credible, high-ROI endeavor, removing liquidity risks for these hyperscalers. LONG (Buy the spenders who have secured the funding). Failure of AI monetization to materialize within the 2-5 year "payoff" window expected by bondholders.	CNBC Goldman Sachs’ Jonny Fine: We will see four r...
Feb 12	ORCL	$156.48 $156.17 -0.2%	N/A	Finnhub News	—	Finnhub - ORCL Oracle Wins $88M U.S. Air Force Cloud Contrac...
Feb 12	ORCL	$156.48 $156.17 -0.2%	N/A	Finnhub News	—	Finnhub - ORCL 5 Earnings Trades for the Next 30 Days
Feb 12	ORCL	$156.48 $156.17 -0.2%	N/A	Finnhub News	—	Finnhub - ORCL Inovalon Named Global Leaders Champion for Sc...

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