Behind the Markets Podcast · Friday, October 30, 2026
Blake Hyben highlighted that Oracle's investor day presentation was met with strong positive market reactions after the company provided a clear path to fiscal year 2030 earnings, showing capital expenditures peaking in 2027 and 2028 before stepping down.
“a good counterpoint to some of that and maybe the way the market is kind of reacting in an explanation as to why the market is reacting the way it is. is if we just look at the reaction to Oracle with their investor day and how they actually specified their path to fiscal year 2030 earnings, where they would actually have capex peaking in 27 and 28.”