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Natalie Gallagher

👤 Speaker
95 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

The guidance will really be paramount.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

And there's a lot of volatility in this name.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

So we could really see big swings in either direction.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

I think it's a little bit more tied to the software industry.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

you know, sell off.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

We've seen a couple analysts commenting on that.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

It's just gotten weighed down with the rest of the sector.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

I think there also could be, you know, there's been some of a rotation away from, you know, the most expensive tech names.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

This definitely is in that camp.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

And, you know, a source said to me, if you're looking to rotate and something's over 100 times, you know, forward earnings, that's not really...

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

maybe the place that you're going to be looking to buy.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

So, yeah, we'll just really see.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

I think Dr. Karp as well, you know, he's such a passionate CEO.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

People will definitely be listening for his comments on the call.

Bloomberg Tech
Oracle’s Huge Bond Sale, Musk Eyes SpaceX and xAI Combo

And that could, you know, really go either way as well.

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