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Mar 11, 2025 6 min

Oracle dips despite backlog growth

from Wall Street Breakfast Hosted by Seeking Alpha

Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: DAL, TSLA, and more SA analysts mixed on when stocks will rebound following sell-off Alphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocation Solar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty looms Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Oracle dips despite backlog growth

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This episode was published on March 11, 2025.

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