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A.I. & Cloud Critical in ORCL Earnings, "Long-Term Strategic" Acquisition Play

A.I. & Cloud Critical in ORCL Earnings, "Long-Term Strategic" Acquisition Play

Schwab Network · Schwab Network

June 11, 202512m 47s

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Show Notes

Steven Dickens sees Oracle (ORCL) acting as a "bellwether" for how the rest of the earnings season will play out. His focus will be on the company's plans to accelerate its A.I. and cloud capabilities. Steve notes its Cerner acquisition as a short-term headwind that can serve as a "long-term strategic play." Tom White offers a pair of example options trades for Oracle.


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