Oracle ($ORCL) podcast mentions
Per Ticker.id: 234 Oracle ($ORCL) mentions across 35 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-14.
is a Berkshire investment still what it has— what it used to be in terms of, you know, the Oracle of Omaha investing in your company and things like that, or is it different?
Stacey Vanek Smith · Bloomberg Intelligence · BofA Shares Tumble After Fines, Weak Trading Drag Down Results · 2026-10-14Oracle, you know, not Oracle down 6 or so, still going back 10 weeks to early August at 132.
Carl Quintanilla · Squawk on the Street · 10AM Hour: Bank of America CEO on Earnings, FBI Arrests Saudi OpenAI Employee, Meta’s Muse Boost 10/14/26 · 2026-10-14Long term, I think that mitigates distinguished Ted Martinson with us, folks, with Bear of the Decades. I will get to his comments on the United States Navy, of which he has a great commitment coming out of the academy years ago. What's the thing about the Mag Seven that provides a distinctive feature? All the— I mean, Oracle, CDS, or the moon. Parse the Mag Seven for us.
Tom Keene · Bloomberg Surveillance · CPI and the AI Trade · 2026-10-14Meta may or may not make a lot of money off of the models or their selling computer, what have you, but man, that's a great business. And that business does not disappear even if the, the hopes by Zuckerberg and everybody else for how much money they're going to make off of AI. Don't come, don't come true. That may be tougher for an Oracle. Oracle has a good business, but the scale of what they are trying to do now relative to the size of their current business is big. It's a bigger issue for a CoreWeave or a Nibius or somebody who is investing a ton on the back of either a business which is entirely about AI or is much smaller than the business they are trying to build. So the impact should certainly depend on how expensive you are, right?
Ben Inker · Monetary Matters with Jack Farley · The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO · 2026-10-14No. And some people there, People are looking at what's happening with Oracle and saying Oracle is the first domino to fall. Well, it's not that they can't afford the data centers, that they didn't have the regulatory approval. So it is really easy to get caught up in some of these headlines and see the cracks are forming. But if you don't look into it closely, you can get led astray. I mean, are you seeing any areas that say, this is concerning to me that people are not being able to meet their obligations or are the wheels continuing to turn right now?
Jack Farley · Monetary Matters with Jack Farley · The AI Bubble Will Pop from Equity Supply Says This $80 Billion Asset Manager | Ben Inker | GMO · 2026-10-14Well, it's just like if you are an investor, whether it's like me, Robin Wigglesworth, or I'm a bank somewhere or a pension plan or something, I have a choice in what I invest in, and I don't have an infinite amount of money. Like the bond market, because, you know, it's paying interest all the time, there's always money coming into the bond market, uh, but you don't have infinite amount of money. So if you have the choice between lending to the US government or lending to Microsoft and you think, well, Microsoft isn't as safe as US government, but I'm getting an extra half a percent. Let's say if I can lend money to the US government for 5% a year for the next 10 years, but for Microsoft, which is pretty safe, I might get 5.5%. If I lend to Oracle, I might get 6, 7%. So you can see it's like a substitution essentially. But I think people underestimate just how vast the bond market is. I mean, globally, For my book, A Fabulous Debt, I penned it around $190 trillion at the end of last year. So we're probably close to $200 trillion now.
Rob Wigglesworth · Better Offline · The Hater's Guide To Bonds With Rob Wigglesworth · 2026-10-14So let's say I have next year, I only have $1 billion worth coming due. The year after that, I've got like 4 billion, and then suddenly in 2028 I've got like $10 billion coming due. And look, you'll see this, this bar chart, and it looks like a wall, which is why people call it the maturity wall. In practice, if you look at almost every big borrower, and certainly like a government that issues bonds every year, like every quarter, some big companies and governments will issue bonds, it will always look like a wall. So like, right, I speak as somebody who's written God knows how many articles over the years about worries about a maturity wall that, you know, always looks scary and could potentially become scary. But as long as the economy is fine, then it's generally fine. But there is a difference now that, of course, some of these maturities are for companies that just as of yet don't make that much money. Like the hyperscalers, most of them, Oracle except, still make obscene amounts of money.
Rob Wigglesworth · Better Offline · The Hater's Guide To Bonds With Rob Wigglesworth · 2026-10-14Uh, well, Oracle's cash flow negative right now. Oracle is in a very weird spot though because they are threat— they, they run the risk of becoming a fallen angel. But I understand what you mean.
Ed Zitron · Better Offline · The Hater's Guide To Bonds With Rob Wigglesworth · 2026-10-14Yeah, no, Oracle is definitely one that kind of sticks out. All those companies could get in trouble, I guess, in theory, but like they'll have to borrow a lot more before I really start freaking out about them. Oracle does look like the, the, the the thinner leopard in the herd, as it were. And this wall, it could hit. But most companies like— it's what we screw up all the time. What people get wrong is, is like the stuff that we know about is very hard to mess up. Like if you see a big fat hurdle ahead of you, you have to know and jump over it. You might— maybe you won't be able to do it, but at least you have time to prep. You can do it. It's not like these companies don't know they have a bond coming due in January 2027, for example. They know they have to plan ahead. And as long as the company is not looking too shaky, they refinance. Like most companies don't actually repay their debts, they just roll their debts.
Rob Wigglesworth · Better Offline · The Hater's Guide To Bonds With Rob Wigglesworth · 2026-10-14Acceleration backlog reached $1.1 billion at the end of June, compared with $419 million at the end of December, 165% increase in 6 months. Most of that comes from products launched since mid-2025. Who's buying? Acceleration serves hyperscalers, cloud companies, colocation operators, and the contractors work in the facilities. They list Amazon, Google, Microsoft, Meta, Oracle, Digital Realty, ServiceNow on the website. Those names get your attention, don't they? But the IPO prospectus doesn't identify the largest customers by name, and 2 customers alone accounted for over 60% of sales last year. I certainly don't love that level of concentration. Most importantly, Acceleration is indeed making money. $19 million in GAAP net income in the first half of this year. That said, the gross margin got hammered during that same period thanks to high costs like labor and travel efficiencies. That tells me some of the work has been much harder to execute profitably than those guys expected.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/13/26 · 2026-10-13Obviously, anything that happens in any given moment, we're not going to look into it too much. So looking across the whole space, I'm going to start with you, Lou. What is like the one number from these big bank earnings that you saw so far that all investors should know about? 5.57. And I know there's more important numbers and we can get into more of it, but that is the single most important number. That's JPMorgan's reported earnings per share. It is, as you say, a miss. Wall Street was expecting $5.90. This is significant to me because JPMorgan is the bellwether. Jamie Dimon is the oracle of Wall Street. When they miss, it deserves attention. Look, I think the drivers are interesting too. Securities losses, slower investment banking. What we're seeing, the story of this quarter, and we can get deeper into it, is that banks with heavy trading models did well. The more diversified or rate-sensitive franchises, I don't want to say did poorly, but they're showing signs of strain.
Tyler Crowe · Motley Fool Hidden Gems Investing · Bank Earnings Have Entered the Upside Down · 2026-10-13And there's a big gap between the weakest players like an Oracle of the world and a strong player like a Google who has a net cash position. So Google seeing interest rates go up by 100, 200, 300 basis points, does it really deter them from spending when they're Cloud businesses growing 30, 40%, maybe not, but there are others where this increase in the cost of capital is certainly being felt. We also have to appreciate that you have a lot more off-balance sheet financing. That's certainly something that Meta has done a lot of, uh, with all of these, uh, leases that they've kept off the balance sheet. It does make them sensitive, uh, to the higher cost of capital. The last thing I'd say is that we have to appreciate that you are in a world where a lot of this cloud revenue growth is coming from the Frontier Labs. And we know the Frontier Labs are burning cash, which means that they will require incremental fundraising in order to keep growing at the pace that they are growing.
Cameron Dawson · Thoughtful Money with Adam Taggart · It's A New World Order For Markets | Cameron Dawson · 2026-10-13Yeah, I'm looking for situations where people overpress their shorts and the names that I watch. I watch Oracle very closely and that's made a nice comeback from the morning. David mentioned Meta. That's had a really good comeback for the morning. And I just think, remember, it's day 6. It's the beginning of the unusual The one to watch is Micron because Micron is the lowest price earning multiple of any company I follow, even more than GM, which I had Mary Barra on last night. I feel that stock is very expensive. If Micron can rally here, then the shorts, we have to say, you know what, maybe day 6 was the positive day.
Jim Cramer · Squawk on the Street · 9am Hour: Big Bank Earnings, Apple’s New Home Products, UNH Jumps on Results 10/13/26 · 2026-10-13It's a great question. I was just like, yeah, I mean, you know, if you don't hear any conversation around AI bubble for like a week or two tops, we'll be like, all right, when is the next headline coming? Like, you know, it probably gets a lot of clicks. It's— everybody's involved in the AI bubble conversation. Your uncle, your grandfather is involved. Like everybody knows about an AI bubble now at this point, but from a fundamental standpoint, yes. I mean, I do think we will eventually get there. Are we there yet? Not at all. We are just getting started, like I said. Yeah, like when you look at like hyperscaler CapEx, like up until early last year, all of it was used, all of it was funded using operating cash flows. Today we are seeing an increasing portion of hyperscaler CapEx are being funded using debt. Oracle is one of the companies that is getting hit the worst because of its credit rating getting downgraded and its CDS spreads just like, you know, ballooning and things like that.
Amrita Roy · Investing Experts · S&P hits all-time highs, AI trade does all the work · 2026-10-13And debt-to-CapEx ratios have been going up generally as well. But then you look at the underlying, you know, the metrics underneath it, which, you know, Things like, you know, your cloud revenue is accelerating, AI revenue within cloud revenue is accelerating, backlog is exploding. And most importantly, like, I think investors often forget this, or sort of like, because, you know, the short-termism is like so ingrained in us sometimes, is that, yeah, hyperscaler is growing today, but it's eventually going to start to normalize. And then it starts to normalize and your $2 trillion backlog that is there today, including Oracle's, will also start to convert into real revenue. And then it's, and it is not just that it's converting into revenue, it is also converting into revenue at higher rental rates because your GPU prices are actually going up.
Amrita Roy · Investing Experts · S&P hits all-time highs, AI trade does all the work · 2026-10-13