EPISODE · Jun 11, 2026 · 11 MIN
ORCL Raises AI Execution Risk, INTC Double Upgrade, AMD & ARM PT Hikes
from Schwab Network · host Schwab Network
Is Oracle (ORCL) "throwing money at the wall?" It's the question Tom White and Jenny Horne debate as the company ups its debt funding to $40 billion. Jenny talks about how Oracle raising its RPO by $85 billion is a positive, but she admits the risk comes in whether the company can execute on all of its backlog. She also touches on Intel's (INTC) double upgrade and price target hikes in Arm (ARM) and AMD Inc. (AMD). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
What this episode covers
Is Oracle (ORCL) "throwing money at the wall?" It's the question Tom White and Jenny Horne debate as the company ups its debt funding to $40 billion. Jenny talks about how Oracle raising its RPO by $85 billion is a positive, but she admits the risk comes in whether the company can execute on all of its backlog. She also touches on Intel's (INTC) double upgrade and price target hikes in Arm (ARM) and AMD Inc. (AMD). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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ORCL Raises AI Execution Risk, INTC Double Upgrade, AMD & ARM PT Hikes
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