HomeIndustriesTechnologyORCL Outlook Hinges on NVDA Blackwell Production, Compute Capacity

ORCL Outlook Hinges on NVDA Blackwell Production, Compute Capacity

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.

Morning Trade Live

10 Mar 2025

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