Company
Oracle
- Episodes
- 21
- Share
- 2.3%
- Shows
- 19
- Net sentiment
- −0.84
Down from 3.1% of episodes in the weeks before; net sentiment was −0.71.
Bullish 1Mixed 1Neutral 2Bearish 17
5 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes that named it
Why each one was bullish, bearish or in between on Oracle. Longest episodes first.
Bearish 17
- Rising credit default swaps and a data center power problem suggest financing stress.Amazon Has Warehouses Of GPUs That Can’t Be Installed + Shocking Campaign Allegations | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Oct 21
- Its debt trades poorly, signaling distress among AI hyperscalers.128: The Unwind · This Week in Bitcoin · Oct 21
- Credit spreads widening sharply, signaling financing stress on its debt.10-19-26 Why Bad Inflation May Be Good for Markets · The Real Investment Show Podcast · Oct 19
- Bet heavily on data centers, with viability questioned by the guest.Hyperscale: Paris Marx on the Ambition and Excess of Big Tech’s Data Empires · Keen On America · Oct 20
- Heavy debt-funded buildout cited as a poster child for financing strain.85% Of The AI Boom Is Still Ahead Of Us | Dan Ives · The Pomp Podcast · Oct 22
- Host names it among firms that fell on the OpenAI revenue gap news.Is the AI Doom Talk a PSYOP?? · Digital Dopamine · Oct 21
Show 11 moreShow fewer
- Credit default swaps blew out to about 300 bps amid heavy AI debt.Credit Stress in the AI Boom: When Debt Becomes the Market's Achilles Heel · InvestTalk · Oct 22
- Continued weakness tied to fracturing AI data center build-out and NeoCloud concerns.Is the AI Trade Reversal Just Beginning? What the Picks-and-Shovels Selloff Really Means · InvestTalk · Oct 21
- Shares fell sharply after taking on large OpenAI exposure, reflecting AI concentration risk.Carnegie Mellon's Miles Dieffenbach: Can Mega Funds Still Produce Venture Returns? · Origins: Inside Venture Capital · Oct 20
- New Mexico campus faces power delays and force majeure claims, slowing its ramp.Ep. 039 - Brad Gerstner Cut Our 2027 Forecast in Half. We Raised It. (Datacenter, Energy) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos · SemiAnalysis Weekly · Oct 20
- New Mexico campus faces power delays and force majeure, so the hosts model a slower ramp.Ep. 039 - [EMERGENCY] Our Numbers Are "Insane." Here's the Proof. (Datacenters) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos · SemiAnalysis Weekly · Oct 20
- Linked to neocloud debt concerns and founder Larry Ellison's large collateralized loans.Ted Sarandos on the Hot Seat? Netflix’s Identity Crisis · Next TMT Talks: The Intersection of Technology, Media and Telecom · Oct 23
- Project Jupiter data center delayed 6 to 18 months, leaving tens of billions in GPUs idle.Leaked Amazon document reveal they have too many GPUs | Ed Zitron · The Tech Report · Oct 22
- Credit default swap costs rose sharply amid its AI buildout.Who Really Pays for AI Data Centers? · Patrick Boyle On Finance · Oct 25
- Stock has fallen sharply and is seen as a derivative of OpenAI's revenue expectations and data center buildout.Nothing Matters in the Market Until It Does with Mike Tracey · RiskReversal Pod · Oct 19
- Its large memory order sparked phantom demand and panic buying.10 Stocks Drove 60% of Gains: Is Your Index Fund Safe? · Deep Values · Oct 23
- Down more than 60% from its high amid heavy AI data-center borrowing.Investor's Corner: Sell the Shovels, Keep the Cash · YPO Technology Network AI Brief · Oct 24
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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