Latest / Chip Stock Investor Podcast
Are We Selling Oracle (ORCL) Stock?
Oracle is increasing capital spending by $15 Billion, but they didn't raise their revenue guidance. <br>In this video, we break down the multiple factors impacting Oracle’s (ORCL) Fiscal Q2 2026 earnings. Debt is rising toward $110 Billion, free cash flow has swung to negative $10 Billion, and a one-time sale of Ampere is masking the true net income.<br>We analyze why Oracle is selling its chip unit to SoftBank, why "Remaining Performance Obligations" (RPO) are not set in stone revenue, and why we are tax-loss harvesting our position until the cash flow improves.<br>Join us on Discord with…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.