Oracle (ORCL) FY'26 Q4 EPS Call
There have got to be better businesses for Oracle to be in...
TEK2day Earnings Call Analysis for Oracle (ORCL) FY ‘26 Q4 earnings call:
There have got to be better businesses for Oracle to be in than building data centers to house chips for 2 model companies. I will have another piece about Anthropic’s Fable 5 model and how Anthropic downgrades it if the model believes you as the customer are building something that may be tangential to Anthropic. Anthropic is going to end up pushing customers away...
