Published: Monday, December 8, 2025 · 5:30 PM | Updated: Monday, December 8, 2025 · 5:30 PM
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🗝️ Key Points
- 00:00 Brian Oracle has been under pressure, but it's interesting because initially they were almost $500 billion in backlog, AI related.
- A couple months ago, I believe it was early September, was cheered by the market.
- But since then, all these concerns have piled on Oracle's stock regarding how are they going to service that backlog and they're going to have to raise a lot of debt and the.
00:00 Brian
Oracle has been under pressure, but it’s interesting because initially they were almost $500 billion in backlog, AI related. A couple months ago, I believe it was early September, was cheered by the market. But since then, all these concerns have piled on Oracle’s stock regarding how are they going to service that backlog and they’re going to have to raise a lot of debt and the market remains worried.
00:24 Brianne
Brian, heading into this report, Oracle stock is down about 13% over the last month alone and really heading into the report. This has been the poster child for concerns around what you say this AI buzz, this data spend. and so really Oracle needs to show up and really prove itself to the street when it comes to that future outlook. I was reading some notes out this morning. Deutsche Bank saying that this this they needs to show its confidence in the long-term prospects of not only Oracle, but it’s also it’s large AI customers. Keep in mind those include Meta, Open AI as well as Anthropic, some of the key players that we discussed within this AI demand ramping up. In addition to that, they also said that they need to produce strong financial results, provide an aggressive guidance on future orders and really acknowledge the ramp up in capex spend. There’s a lot that Oracle needs to prove within this report in order to maintain that confidence among investors.
01:21 Brian
Noelle, let me get over to you. Um how important is a report like Oracle to the crypto community? Of course, Oracle really, a lot of focus on Nvidia and other names in tech, but this company’s at the epicenter of one of the hottest trades out there in the entire market, AI. And if they don’t report, how would that even be good for sentiment on crypto or a risky asset like that?
01:54 Noelle
It would not be good at all. Crypto is very tied to equities sentiment, especially around the AI spending. And if we get a correction, we can be pretty sure crypto’s going to head down short term. But that said, I totally agree, the longer-term thesis is looking up because of the currency debasement we have coming ahead with fiscal spending increasing pretty much everywhere. But short term, there’s a lot of risk in the market. It’s not just the AI spending, it’s also the rate of decline of US interest rates. We’ll get a lot more this week, as you pointed out earlier in the updated economic projections. But we also do have to remember, Brian, that crypto is a global market, and there are increasing signs that the global easing cycle is shuddering to a halt. This could also affect risk asset sentiment, especially crypto, the global market in the short term.
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