• Oracle dips despite backlog growth

  • Mar 11 2025
  • Length: 6 mins
  • Podcast

Oracle dips despite backlog growth

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  • Summary

  • Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06)

    Episode transcripts seekingalpha.com/wsb.

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