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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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This episode provide a detailed analysis of the dramatic 40% plunge in Oracle's stock price between September and November 2025, which occurred despite the company reporting record fundamental strength driven by the Artificial Intelligence (AI) boom. The core paradox examined is that the massive $455 billion Remaining Performance Obligations (RPO) backlog, which initially triggered a stock surge, ultimately caused the correction by highlighting the immense capital expenditure (CapEx) required for fulfillment. This aggressive, debt-fueled expansion resulted in a burgeoning total debt exceeding $100 billion and projected negative Free Cash Flow (FCF), leading credit rating agencies to issue a Negative Outlook on Oracle’s bonds due to high financial leverage. Ultimately, the market unwound the previous speculative AI premium as investors began to value the certainty of financial strain over the long-term potential of the concentrated, high-risk AI contracts.
Disclaimer: This podcast by kavout.com is for informational and educational purposes only and does not constitute investment advice. All opinions are those of the hosts and guests. Please consult a qualified financial advisor before making any investment decisions.
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