In this Market Mondays clip, Ian Dunlap and Troy Millings dive into Oracle’s latest stock pullback and tackle the burning question: Is now the right time to buy Oracle shares? The conversation breaks down everything investors need to know—including the timing of Oracle’s cloud profitability, the challenges of CAPEX spending, and the shift in market sentiment. Ian Dunlap emphasizes patience, advising investors to wait until Oracle dips closer to $160 before considering an entry point. He highlights how the overall market environment has shifted, urging viewers not to expect every tech company to produce Nvidia-like returns. Troy Millings adds depth by dissecting the nature of cloud profitability, noting that significant returns are often “future dated”—it took Amazon and Google years to generate meaningful profits in their cloud divisions. He draws comparisons to Microsoft’s Azure, explaining that Oracle is following a proven path, even as it faces margin pressure and intense scrutiny. The duo also unpacks Oracle’s position as the fourth-largest cloud provider in the U.S., the spike in credit default swaps, and the impact of negative sentiment as the company’s massive investments raise eyebrows. Troy discusses how Oracle’s evolution—from enterprise software to subscriptions, to AI, and now cloud services—shows resilience, but also warns that market and government connections (like those with Larry Ellison) play a significant role in Oracle’s prospects. For anyone trying to navigate the choppy waters of tech stocks, this analysis offers historical insight, practical entry strategies, and candid takes on where Oracle might be heading next. Don’t miss out if you’re watching cloud stocks or considering Oracle for your portfolio. *Chapters Include:*
Oracle’s Stock Pullback: Buy Now or Wait?
Cloud Profitability: The Long Play for Investors
Oracle vs. Amazon, Google, and Microsoft in the Cloud Race
CAPEX and Margin Pressures Explained
Market Sentiment & Credit Default Swaps: What Investors Should Know
The Larry Ellison Factor: Government Ties & Future Outlook

*Drop a comment below:* Are you bullish or bearish on Oracle? Do you agree with Ian Dunlap’s price target or see a different opportunity? *Subscribe to Market Mondays for more sharp investing insights every week!* *#Oracle#CloudComputing#IanDunlap#TroyMillings#TechStocks#MarketMondays#Investing#OracleStock#LarryEllison#StockMarket*

<p>In this Market Mondays clip, Ian Dunlap and Troy Millings dive into Oracle&rsquo;s latest stock pullback and tackle the burning question: Is now the right time to buy Oracle shares? The conversation breaks down everything investors need to know&mdash;including the timing of Oracle&rsquo;s cloud profitability, the challenges of CAPEX spending, and the shift in market sentiment. Ian Dunlap emphasizes patience, advising investors to wait until Oracle dips closer to $160 before considering an entry point. He highlights how the overall market environment has shifted, urging viewers not to expect every tech company to produce Nvidia-like returns. Troy Millings adds depth by dissecting the nature of cloud profitability, noting that significant returns are often &ldquo;future dated&rdquo;&mdash;it took Amazon and Google years to generate meaningful profits in their cloud divisions. He draws comparisons to Microsoft&rsquo;s Azure, explaining that Oracle is following a proven path, even as it faces margin pressure and intense scrutiny. The duo also unpacks Oracle&rsquo;s position as the fourth-largest cloud provider in the U.S., the spike in credit default swaps, and the impact of negative sentiment as the company&rsquo;s massive investments raise eyebrows. Troy discusses how Oracle&rsquo;s evolution&mdash;from enterprise software to subscriptions, to AI, and now cloud services&mdash;shows resilience, but also warns that market and government connections (like those with Larry Ellison) play a significant role in Oracle&rsquo;s prospects. For anyone trying to navigate the choppy waters of tech stocks, this analysis offers historical insight, practical entry strategies, and candid takes on where Oracle might be heading next. Don&rsquo;t miss out if you&rsquo;re watching cloud stocks or considering Oracle for your portfolio. *Chapters Include:*</p>
<ul dir="ltr">
<li>Oracle&rsquo;s Stock Pullback: Buy Now or Wait?</li>
<li>Cloud Profitability: The Long Play for Investors</li>
<li>Oracle vs. Amazon, Google, and Microsoft in the Cloud Race</li>
<li>CAPEX and Margin Pressures Explained</li>
<li>Market Sentiment &amp; Credit Default Swaps: What Investors Should Know</li>
<li>The Larry Ellison Factor: Government Ties &amp; Future Outlook</li>
</ul>
<p>*Drop a comment below:* Are you bullish or bearish on Oracle? Do you agree with Ian Dunlap&rsquo;s price target or see a different opportunity? *Subscribe to Market Mondays for more sharp investing insights every week!* *<a href="https://www.youtube.com/hashtag/oracle">#Oracle</a> <a href="https://www.youtube.com/hashtag/cloudcomputing">#CloudComputing</a> <a href="https://www.youtube.com/hashtag/iandunlap">#IanDunlap</a> <a href="https://www.youtube.com/hashtag/troymillings">#TroyMillings</a> <a href="https://www.youtube.com/hashtag/techstocks">#TechStocks</a> <a href="https://www.youtube.com/hashtag/marketmondays">#MarketMondays</a> <a href="https://www.youtube.com/hashtag/investing">#Investing</a> <a href="https://www.youtube.com/hashtag/oraclestock">#OracleStock</a> <a href="https://www.youtube.com/hashtag/larryellison">#LarryEllison</a> <a href="https://www.youtube.com/hashtag/stockmarket">#StockMarket</a>*</p>

Welcome to The Earn Your Leisure Podcast. Rashad Bilal and Troy Millings will be your host. Earn Your Leisure will be giving you behind the scenes financial views into the entertainment and sports industries as well as highlighting back stories of entrepreneurs. We will also be breaking down business models and examining the latest trends in finance. Earn Your Leisure is a college business class mixed with pop culture. We blend the two together for a unique and exciting look into the world of business. Let’s go!! #earnyourleisurepodcast

Earn Your Leisure

Investor Daily l: Is Now the Time to Buy Oracle? Cloud Profits, & Risks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0f2221fe-bbb7-4265-a203-b3b600fc0bf9/transcript

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