Name: ORCL Outlook Hinges on NVDA Blackwell Production, Compute Capacity
Uploaded: 2025-03-10T15:19:02.84-05:00
Duration: 7 min 31 s
Description: Angelo Zino believes Oracle's (ORCL) earnings "should be fine." He thinks investors will watch for the company's outlook, especially when it comes to compute demand, along with supply and demand. Angelo says that supply will hinge on Nvidia's (NVDA) Blackwell chip. Tom White offers a pair of example options trades in Oracle.

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Angelo Zino believes Oracle's (ORCL) earnings "should be fine." He thinks investors will watch for the company's outlook, especially when it comes to compute demand, along with supply and demand. Angelo says that supply will hinge on Nvidia's (NVDA) Blackwell chip. Tom White offers a pair of example options trades in Oracle.

ORCL Outlook Hinges on NVDA Blackwell Production, Compute Capacity

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