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Oracle financial decline

Discussed in 2 analyzed podcast episodes across 2 shows

Discussed On

Becker Private Equity & Business Podcast Better Offline

Episodes

Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Jul 28, 2026

Oracle, Intel, Tesla, & Google 7-28-26

Mega-cap tech stock performance Intel stock volatility Tesla Optimus robot commercialization Google Alphabet market performance Executive personal guarantees

Better Offline · Jul 24, 2026

Monologue: What The Hell Are The Hyperscalers Doing?

Hyperscaler AI CapEx spending and ROI analysis Google Cloud revenue attribution to Anthropic Microsoft Azure dependency on OpenAI revenue Subprime data center crisis risk Data center SPV financing and private credit exposure