ORCL - Oracle Corporation

Oracle earnings are coming up and the host notes AI is still the leading sector, implying Oracle is worth watching as an AI-related play.

Oracle is listed in the gold tier of infrastructure names with a massive $552 billion revenue backlog. The host notes Oracle is spending heavily on data centers and has $153 billion in debt to fund AI growth.

Earnings coming up on Wednesday. Up 3.7% in overnight markets. Host notes it as a key earnings name to watch this week.

Included in the $2 trillion combined hyperscaler backlog figure. Host suggests Oracle could follow Google's lead in raising capital through debt to accelerate AI infrastructure buying.

Described as the most underestimated AI story — building the data center/cloud infrastructure backbone for AI. $500B revenue backlog, $90B revenue guided this year, 40% insider ownership, politicians like Trump and Ro Khanna buying. Winston app score of 66/100. Risk is execution and leverage, but Felix is clearly bullish on Oracle's role as AI highway builder.

Larry Ellison was present at Trump's inauguration. Stargate project involvement. Oracle ran significantly. Part of Trump's portfolio based on S1 filings. Government cloud partnerships.

Host mentions Oracle as one of the companies with active power above 1 gigawatt, qualifying it as a hyperscaler. Oracle was up 9% on the day. He views the major hyperscalers as 'guaranteed wins' in the AI buildout.

Now having negative free cash flow due to massive capex spending. Part of the 'capex game' the creator wants to avoid.

Oracle mentioned as up 3.3% in after-hours. Implied positive sentiment as part of the AI infrastructure theme.

Made all-time high last September at $345, fell to $135, and is now starting to move. Early stage of recovery from deeply beaten-down levels.