KG on Oil Headwinds "Markets Not Pricing In" & ORCL Earnings Rally
Schwab Network · Schwab Network
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Show Notes
Crude oil's reversal from $120 to $86 within 48 hours is a move that stunned markets. Kevin Green warns prices can rally again with no clear off ramp in the U.S.-Iran War. He talks about risks markets aren't taking into account that will reignite volatility. On the AI trade, KG touches on Oracle's (ORCL) earnings rally and what the report signifies for data centers and cloud. Crude oil's stunning reversal from $120 to $86 within 48 hours is a move that stunned markets. Kevin Green warns prices can rally again with no clear off ramp in the U.S.-Iran War. He talks about risks markets aren't taking into account that will reignite volatility. On the AI trade, KG touches on Oracle's (ORCL) earnings rally and what the report signifies for data centers and cloud.
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