ORCL call timeline

JUST IN: PRESIDENT TRUMP FILED A PERIODIC TRANSACTION REPORT COVERING 1,156 TRADES MADE IN JULY 🇺🇸 Largest sales, all July 20: - Microsoft $MSFT: $5M-$25M - Amazon $AMZN: $5M-$25M - Oracle $ORCL: $1M-$5M - Costco $COST: $1M-$5M - Intercontinental Exchange $ICE: $1M-$5M Largest https://t.co/WOZDd7LGel

HERE'S WHAT THE 🇺🇸 STOCK MARKET LOOKED LIKE TODAY Semis carried the index: • Intel $INTC +7.7% • AMD $AMD +6.4% • Micron $MU +5.5% • Marvell $MRVL +4.8% • Nvidia $NVDA +2.5% Megacap tech was green across the board: • Oracle $ORCL +5.2% • Amazon $AMZN +2.1% • Tesla $TSLA https://t.co/Y9FzGiH8Z0

$ORCL STARTS ANOTHER ROUND OF LAYOFFS Oracle is cutting jobs again as it spends heavily to build out AI data centers, per Business Insider The company already reduced its workforce by 21,000 employees, or 13%, last fiscal year Oracle now expects $90B to $95B in capex this year https://t.co/FoQbgcC4C7

Here are some of the major events to watch out for this month - NFP jobs data (tomorrow) - CPI and PPI (next week) - Oracle $ORCL earnings (next week) - FOMC meeting - Costco $COST earnings - Micron $MU earnings to end the month Credit to our partners below for the calendar https://t.co/xtokn068uA

AI's next big test could start with these earnings. $AVGO, $SNOW, $HPE, $NTAP on Sep 2. $CIEN, $ZS, $IOT on Sep 3. $ORCL, $ADBE on Sep 10. $MU on Sep 30. Save this earnings calendar. Join 8,000+ traders in our Discord to discuss and trade around these names. ⬇️ https://t.co/yNaQeudztX

Oracle $ORCL stock is down by more than 5% so far today following the news below from our partners 🔴🔴🔴🔴🔴🔴 https://t.co/PtD3HmJTK8

$ORCL is in focus amid New Mexico Supreme Court stays on Project Jupiter permits, with the stock down around 5.5% today. The orders paused an air-quality permitting proceeding and an emergency well authorization, with responses due September 2. The campus also faces a February https://t.co/xbbcNRHvBG

Michael Burry says he closed his $MSFT long and $ORCL short positions today. https://t.co/gE2GpKFAqi

Two weeks ago, I bought $ORCL 2028 LEAPS into its largest drawdown in more than 25 years as the stock trades near 15x earnings despite carrying a contractually real $638B RPO backlog. The 2028 expiration gives Oracle time to bring capacity online, convert that backlog into revenue and pull FCF back from negative $24B toward positive territory. The risk is Oracle’s financing with ~$130B of debt due before much of the OpenAI revenue arrives and nearly 45% of backlog tied to one customer but the thesis works if capacity ramps and cash flow inflects through 2027 and 2028. Now those options are

RT @SchwabNetwork: .@StockSavvyShay views $ORCL as the biggest wild card, citing the company's bet on OpenAI. He expects the Lag 7 to turn…

Oracle $ORCL is now spending almost all of its revenue on CAPEX - Bloomberg https://t.co/lI6b4Mw41L