skinny.

Latest / Earn Your Leisure

Investor Daily l: Is Now the Time to Buy Oracle? Cloud Profits, & Risks

In this Market Mondays clip, Ian Dunlap and Troy Millings dive into Oracle’s latest stock pullback and tackle the burning question: Is now the right time to buy Oracle shares? The conversation breaks down everything investors need to know—including the timing of Oracle’s cloud profitability, the challenges of CAPEX spending, and the shift in market sentiment. Ian Dunlap emphasizes patience, advising investors to wait until Oracle dips closer to $160 before considering an entry point. He highlights how the overall market environment has shifted, urging viewers not to expect…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.