| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-2-26 |
Oracle named among enterprise software incumbents Meta would struggle to displace. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-1-26 |
Named as the origin of the AI-driven chip pullback scare, the 'are these software companies relevant anymore in light of AI?' moment. [audio] | — | — | — |
| 2026-09-30 | MENTIONED | LOW | Rob Black Show Stocks Rise After Inflation Slowed Last Month |
Oracle slipped 2 cents in a session that wasn't a broad AI endorsement. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Oracle's projected capital spending rose sharply, and its reported results were mentioned among early earnings-season clues. [audio] | — | — | — |
| 2026-09-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-24-26 |
Oracle was a loser on the day; host said he owns index funds, not the individual name. [audio] | — | — | — |
| 2026-09-24 | WATCH | MEDIUM | Rob Black Show Stocks Slide Again As Treasury Yields Push Higher |
Sent a force majeure notice on the Project Jupiter New Mexico data center, a reminder that AI infrastructure build-out is harder and more expensive than ordering NVIDIA chips. [audio] | — | — | — |
| 2026-09-23 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-23-26 |
Rob expressed somewhat more concern about Oracle's free cash flow than about other large AI companies. [audio] | -4.3% | — | — |
| 2026-09-22 | WATCH | LOW | Rob Black Show Afternoon podcast 9-22-26 |
Oracle's roughly 50% decline from its high was mentioned while considering beaten-down technology stocks. [audio] | -7.6% | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Markets Near High As Oil Falls |
Oracle's roughly 50% drawdown interested Rob, but he withheld a buy call pending research into capital-spending risks. [audio] | -7.6% | — | — |
| 2026-09-11 | MENTIONED | LOW | Rob Black Show Big Story Rate Hike Odds Surged |
Oracle's cloud infrastructure revenue and AI cloud contracts were cited as evidence of ongoing AI demand. [audio] | -1.8% | — | — |
| 2026-09-10 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-10-26 |
Rob notes Oracle's earnings beat, greater-than-30% revenue growth and after-hours gain but stresses its $125 billion debt balance and worsening negative free cash flow. [audio] | -1.5% | — | — |
| 2026-09-10 | WATCH | MEDIUM | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob watches Oracle's upcoming earnings for evidence that rapid AI-cloud growth can compensate for lower margins and the changing cash-flow profile of its former mature-software business. [audio] | -1.5% | — | — |
| 2026-08-28 | WATCH | MEDIUM | Rob Black Show A Very Big Week On Wall Street |
After a 40-50% collapse Citi's Tyler Radke put Oracle on positive catalyst watch with a $330 target, and Rob said you can take a look given the AI backlog despite the debt-funded capex risk. [audio] | +5.3% | -9.1% | — |
| 2026-08-27 | MENTIONED | LOW | Rob Black Show Nvidia Revenue Outlook Lifts Chip Stocks |
Named as one of the major customers already receiving shipments of NVIDIA's new Vera platform. [audio] | +1.4% | -9.8% | — |
| 2026-08-26 | WATCH | MEDIUM | Rob Black Show Inflation Remains Elevated |
He led the headlines saying Oracle's historic stock rout could be a buying opportunity. [audio] | -2.1% | -7.9% | — |
| 2026-08-20 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-20-26 |
Cited as a big tech AI spender whose bonds yield far more than Treasuries, part of Rob's debt-bond paradox theme. [audio] | +6.9% | +3.9% | — |
| 2026-08-20 | MENTIONED | LOW | Rob Black Show Markets Drop Hurt By Rising Treasury Yields |
Listed among the trillion-dollar AI spenders paying NVIDIA's higher prices. [audio] | +6.9% | +3.9% | — |
| 2026-08-19 | WATCH | HIGH | Rob Black Show Stock Market Is Shrugging Off Geopolitical Risks |
Rob said he has been circling Oracle as an individual name and was excited by Oracle Health's new clinical AI agent capabilities that have saved physicians over 400,000 hours. [audio] | +3.5% | +2.6% | — |
| 2026-08-18 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-18-26 |
Named among big tech borrowing enormous sums for data centers, competing with the government for credit. [audio] | +1.4% | +5.5% | — |
| 2026-08-17 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 8-17-26 |
Rob said Oracle gets a little of the cloud story but lacks the other businesses Microsoft, Amazon and Alphabet can fall back on. [audio] | -2.9% | -2.4% | — |
| 2026-08-13 | BUY | MEDIUM | Rob Black Show More Encouraging Inflation Data |
JP Morgan reinstated Oracle at buy, arguing investors aren't crediting its AI infrastructure business, though Rob cautioned its heavy spending leaves free cash flow negative. [audio] | -9.1% | -3.8% | — |
| 2026-08-12 | MENTIONED | MEDIUM | Rob Black Show Tame Inflation Data |
Oracle signed a multi-year strategic partnership with Quantinuum to host a Helios quantum system in an Oracle Cloud Infrastructure data center. [audio] | -6.2% | -2.0% | — |
| 2026-08-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-11-26 |
Oracle dropped 3.7% amid broad mega-cap tech weakness. [audio] | -1.8% | +5.1% | — |
| 2026-08-10 | MENTIONED | LOW | Rob Black Show Iran Makes Demands |
Oracle was named among the companies spending tens of billions on AI data centers and expanding cloud infrastructure in response to the AI race. [audio] | -2.9% | +7.0% | — |
| 2026-07-30 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-30-26 |
Grouped with the hyperscalers that can monetize through web services, though their free cash flow is tanking. [audio] | +12.5% | +18.3% | — |
| 2026-07-29 | MENTIONED | LOW | Rob Black Show Stocks Stumble As Oil Surges |
Oracle is not included among favorite names due to heavy CapEx spending. [audio] | +22.6% | +28.1% | — |
| 2026-07-27 | MENTIONED | LOW | Rob Black Show Markets Meander As Oil Falls |
Oracle cited as AI infrastructure provider with higher CapEx spend. [audio] | +18.3% | +24.2% | — |
| 2026-07-23 | WATCH | HIGH | Rob Black Show Afternoon podcast 7-23-26 |
Oracle was discussed as a major healthcare tech player after acquiring Cerner, building AI-powered health records and cloud infrastructure. [audio] | +6.3% | +22.0% | — |
| 2026-07-23 | MENTIONED | HIGH | Rob Black Show Markets Lower As Tech Disappoints |
Oracle discussed as a hyperscaler investing in AI infrastructure and as an example of concentrated stock in estate planning. [audio] | +6.3% | +22.0% | — |
| 2026-07-22 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-22-26 |
Oracle used as an example for estate planning strategies, with discussion of concentrated stock and grantor retained annuity trusts. [audio] | -6.4% | +16.4% | — |
| 2026-07-22 | WATCH | MEDIUM | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Oracle stock has fallen more than 50% since June 2; S&P cut Oracle's credit rating; host says he has no interest but will look into it. [audio] | -6.4% | +16.4% | — |
| 2026-07-21 | MENTIONED | LOW | Rob Black Show Stocks Boosted By Chipmakers |
Oracle is mentioned as a hyperscaler investing in AI infrastructure. [audio] | -5.6% | +11.8% | — |
| 2026-07-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-20-26 |
Oracle listed as a customer for AMD's Helios system. [audio] | -1.2% | +18.5% | — |
| 2026-07-20 | SELL | MEDIUM | Rob Black Show Oil Prices Fluctuated |
Oracle is down 4%, nearing its 2025 low, with renewed pressure on software stocks. [audio] | -1.2% | +18.5% | — |
| 2026-07-17 | SELL | MEDIUM | Rob Black Show Financial Planning That You Never Knew |
Oracle mentioned as a notable tech stock taking a sharp downturn. [audio] | -9.0% | +19.1% | — |
| 2026-07-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-15-26 |
Oracle referenced as a U.S. company affected by semiconductor supply restrictions. [audio] | -5.0% | +13.6% | — |
| 2026-07-14 | BUY | MEDIUM | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Oracle mentioned as raising AI investment budgets due to strong customer demand. [audio] | -0.7% | +22.1% | — |
| 2026-07-13 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-13-26 |
Oracle mentioned as raising AI investment budgets and as a hyperscaler with negative projected free cash flow. [audio] | -7.7% | +16.5% | — |
| 2026-07-13 | MENTIONED | LOW | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Oracle is referenced as a major AI spender. [audio] | -7.7% | +16.5% | — |
| 2026-07-09 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-9-26 |
Oracle expected to spend heavily on AI infrastructure. [audio] | -13.6% | +2.3% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Markets Tumble As Oil Rises Due To End Of Ceasefire |
Mentioned as a stock people might sell to buy SK Hynix. [audio] | -5.4% | +5.0% | — |
| 2026-07-07 | BUY | HIGH | Rob Black Show The Rules of Wall Street |
Host lists Oracle among companies with large total addressable markets. [audio] | -9.3% | +1.7% | — |
| 2026-07-02 | BUY | HIGH | Rob Black Show Stocks Meander After Disappointing Hiring Number |
Oracle is rated outperform by Mizuho with a price target of $320, positioned as a key long-term AI beneficiary. [audio] | +2.8% | -7.1% | -1.1% |
| 2026-06-30 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 6-30-26 |
Oracle down one buck; discussed as hyperscaler facing CapEx and debt concerns, but expected to be okay. [audio] | -3.4% | -12.7% | -9.2% |
| 2026-06-29 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-29-26 |
Oracle stabilized after falling 23% in two weeks; investors are watching for monetization of AI and earnings. [audio] | -2.7% | -20.0% | -6.9% |
| 2026-06-26 | MENTIONED | LOW | Rob Black Show Big Picture Digging On This Week |
Mentions Oracle's partnership with OpenAI and its role in AI data center build-out. [audio] | -5.6% | -22.3% | -5.7% |
| 2026-06-26 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-25-26 |
Oracle was down 3.2 percent, cited as an example of tech weakness. [audio] | -5.6% | -22.3% | -5.7% |
| 2026-06-25 | MENTIONED | LOW | Rob Black Show DJIA Notches Record As Market Divides |
Oracle is referenced as an enterprise buyer of memory and as part of the Magnificent 7 plus Broadcom. [audio] | -8.0% | -24.3% | -4.9% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Global Chip Rout |
Oracle is mentioned for job cuts and as a hyperscaler in the AI build-out. [audio] | -11.3% | -27.1% | -9.7% |
| 2026-06-17 | MENTIONED | LOW | Rob Black Show Thinking About Income In Retirement |
Host references Oracle in the context of earnings models (EBITDA). [audio] | -14.2% | -30.9% | -23.3% |
| 2026-06-15 | MENTIONED | LOW | Rob Black Show Iran Peace Deal Lifting The Markets |
Oracle has recently turned toward equity markets to finance AI plans. [audio] | -9.1% | -31.0% | -21.7% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-11-26 |
Oracle was down 8.5 percent today, discussed as part of tech sector volatility. [audio] | +0.1% | -23.3% | -11.9% |
| 2026-06-11 | MENTIONED | HIGH | Rob Black Show Stocks Rebound But Gains Limited |
Oracle's earnings and AI build-out discussed; stock down 11%, raising $20 billion for data centers, and faces elevated expectations. [audio] | +0.1% | -23.3% | -11.9% |
| 2026-06-11 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-10-26 |
Oracle earnings discussed, including reporting after market, AI spending, and aftermarket performance. [audio] | +0.1% | -23.3% | -11.9% |
| 2026-06-10 | WATCH | MEDIUM | Rob Black Show Stocks Slide Amidst Surging Inflation |
Oracle reporting earnings tonight; host plans to check briefing.com for recap. [audio] | -8.8% | -29.9% | -19.0% |
| 2026-06-09 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-9-26 |
Oracle earnings are anticipated and considered important for the AI trade. [audio] | -8.5% | -29.9% | -22.6% |
| 2026-06-09 | WATCH | MEDIUM | Rob Black Show Chip Stocks Lost Momentum |
Oracle is discussed as reporting earnings soon and being a focus for the next big AI story. [audio] | -8.5% | -29.9% | -22.6% |
| 2026-06-08 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 6-8-26 |
Oracle's earnings release is a notable test for the market this week. [audio] | -9.1% | -33.7% | -24.8% |
| 2026-06-04 | MENTIONED | LOW | Rob Black Show Broadcom Problems |
Oracle referenced in context of a big bond sale and offending the market. [audio] | -22.1% | -40.7% | -38.1% |
| 2026-06-03 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-3-26 |
Mentioned as one of the companies that might float more shares and raise money, in the context of IPOs and market dynamics. [audio] | -12.6% | -39.1% | -38.4% |
| 2026-06-03 | MENTIONED | MEDIUM | Rob Black Show Markets Fall As Oil Prices Creep Higher |
Oracle is mentioned as one of the companies raising money for AI. [audio] | -12.6% | -39.1% | -38.4% |
| 2026-06-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-2-26 |
Host lists Oracle as a hyperscaler spending hundreds of billions on AI infrastructure. [audio] | -15.8% | -42.6% | -38.8% |
| 2026-05-28 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-28-26 |
Host mentioned Oracle beat earnings in the context of earnings discussion. [audio] | +16.0% | -27.1% | -26.7% |
| 2026-05-28 | MENTIONED | MEDIUM | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
The host mentioned Oracle in the context of beating earnings. [audio] | +16.0% | -27.1% | -26.7% |
| 2026-05-27 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-27-26 |
The host references earnings discussion in the context of the semiconductor space and AI, indirectly mentioning Oracle's earnings beat. [audio] | +20.6% | -22.2% | -23.9% |
| 2026-05-26 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-26-26 |
Mentioned as an example of a company whose stock might change within an index fund, triggering capital gains. [audio] | +26.7% | -21.0% | -26.0% |
| 2026-05-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-21-26 |
Host mentions Oracle as part of the AI trade recovering into the green. [audio] | +7.3% | -2.9% | -24.0% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Host mentions Oracle beating earnings expectations. [audio] | +1.5% | -2.1% | -23.8% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists Oracle as one of the top 10 stocks today. [audio] | +6.4% | +1.6% | -18.9% |
| 2026-05-18 | WATCH | LOW | Rob Black Show Afternoon podcast 5-18-26 |
Host lists Oracle as one of the top 10 companies in the S&P 500 back in 2000. [audio] | +2.9% | -1.7% | -19.1% |
| 2026-05-18 | MENTIONED | LOW | Rob Black Show Big Week With Nvidia Earnings |
Host lists Oracle as one of the top seven stocks in the S&P 500 alongside Apple, NVIDIA, Microsoft, Amazon, Alphabet, Meta, and Tesla. [audio] | +2.9% | -1.7% | -19.1% |
| 2026-05-15 | MENTIONED | LOW | Rob Black Show What Is Lifecording |
The transcript mentions earnings discussions in the context of tech earnings season, referencing Oracle's performance. [audio] | -0.5% | -4.6% | -18.8% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-14-26 |
Host mentions Oracle stock was up 2% today. [audio] | -3.0% | -5.9% | -21.4% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Host mentions Oracle as a competitor to NVIDIA in the AI chip space. [audio] | -3.0% | -5.9% | -21.4% |
| 2026-05-13 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-13-26 |
No, Oracle was not mentioned in the transcript. [audio] | -0.8% | -3.0% | -23.1% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-12-26 |
Host mentions Oracle in the context of enterprise software firms adopting outcome-based AI pricing. [audio] | -2.9% | -1.5% | -18.9% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | -2.9% | -1.5% | -18.9% |
| 2026-05-08 | BUY | MEDIUM | Rob Black Show Good Year In The Stock Market So Far |
Host lists Oracle as a dominant beneficiary of the AI story alongside other major tech firms. [audio] | -1.5% | +9.0% | -26.5% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Oil Continues Pullback |
The transcript mentions Oracle beating earnings, though not explicitly in the provided excerpt. [audio] | +0.5% | +9.8% | -25.5% |
| 2026-05-06 | MENTIONED | LOW | Rob Black Show Earnings Jump |
Host references Oracle in the context of earnings discussion, noting that Oracle beat earnings. [audio] | -2.2% | +10.1% | -24.6% |
| 2026-05-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-5-26 |
Host notes Oracle was up 12% to an all-time high. [audio] | +0.8% | +27.5% | -23.2% |
| 2026-05-04 | BUY | MEDIUM | Rob Black Show Afternoon podcast 5-4-26 |
Host notes Oracle surged higher today, up 5%. [audio] | +7.5% | +27.8% | -27.7% |
| 2026-05-01 | MENTIONED | MEDIUM | Rob Black Show Kicking Off May With Record Levels |
Mentioned as becoming the sovereign cloud of choice for nations needing localized data residency. [audio] | +14.0% | +31.4% | -25.5% |
| 2026-04-30 | MENTIONED | LOW | Rob Black Show Markets Working Higher For Now |
Oracle is down $1.83, down 1 percent. [audio] | +20.6% | +39.9% | -26.8% |
| 2026-04-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-29-26 |
The transcript does not explicitly mention Oracle, but the earnings discussion includes a reference to earnings beats and misses; however, no direct mention of Oracle is found. [audio] | +18.4% | +37.8% | -26.5% |
| 2026-04-28 | SELL | HIGH | Rob Black Show Afternoon podcast 4-28-26 |
Oracle's stock fell about 4% today due to concerns over OpenAI's financial issues and the $300 billion deal between the two companies. [audio] | +11.7% | +22.7% | -27.5% |
| 2026-04-28 | SELL | MEDIUM | Rob Black Show OpenAI Sees Revenue Growth Below Target |
Oracle is mentioned as one of the companies that pulled back after the Wall Street Journal report on Open AI's financial concerns. [audio] | +11.7% | +22.7% | -27.5% |
| 2026-04-27 | MENTIONED | LOW | Rob Black Show The Performance Of Semiconductor Stocks |
The transcript does not explicitly mention Oracle, but the instructions mention to cast a wide net. However, no direct reference to Oracle is found in the transcript. [audio] | +4.2% | +10.4% | -33.3% |
| 2026-04-22 | MENTIONED | MEDIUM | Rob Black Show Nasdaq Hits New High |
Oracle beat earnings expectations. [audio] | -12.6% | +2.4% | -32.0% |
| 2026-04-21 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 4-21-26 |
Oracle's workforce reduction amid AI workflow adoption. [audio] | -8.4% | +4.7% | -32.8% |