Previewing ORCL Earnings & Looking for "Momentum"
Schwab Network · Schwab Network
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Show Notes
Paul Meeks looks at Oracle (ORCL) ahead of the company's earnings report. He expects them to continue to show momentum as it plays a central role in the A.I. trade. What Paul is curious to hear from the company is regarding its capital expenditure guidance and cash burn rate. He does caution that an A.I. bifurcation could be on the horizon between software and hardware companies, adding a company like Salesforce (CRM) could be one to watch.
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