Sveriges mest populära poddar
Schwab Network

Nelson: ORCL "Bleeding Cash," Valuation "Blind Spot" in Markets

7 min16 september 2025

The Fed has been "too restrictive for too long," says David Nelson. He says an interest rate cut tomorrow will give the markets some breathing room as the economy faces pressure on the jobs front. David later talks about stocks, including Oracle (ORCL), where he has doubts of its recent guidance. He points to the company "bleeding cash" as a concern moving forward. David's stock picks include Datadog (DDOG), SLB (SLB), and Emcor Group (EME).


======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – https://twitter.com/schwabnetwork

Follow us on Facebook – https://www.facebook.com/schwabnetwork

Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

About Schwab Network - https://schwabnetwork.com/about


Schwab Network med Schwab Network finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.