Zaid Admani

speaker

16,754 appearances 154 recordings 1 series first heard Oct 2025 last heard 5d ago

Zaid Admani’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 154 in all, peaking in Jul 2026 with 29.

Appearances

newest first · ▶ plays the moment

The Rundown · Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors · 11 Sep 2026 podcast

So things could continue to get worse. voice-verified

And that's why the odds of a rate hike for the Fed meeting next week just jumped from 70% before the inflation report to 90% now. voice-verified

Now, my personal opinion for the last few months has always been the Fed would hold. voice-verified

off on hiking rates until next year. voice-verified

But now it it looks like we're getting a rate hike next week. voice-verified

So we are in a very interesting moment for the markets right now. voice-verified

We're gonna be staying on top of all of this. voice-verified

So definitely get subscribed to the podcast if you haven't already and tune in every day to stay in the loop. voice-verified

Let's run through some headlines. voice-verified

Starting with Oracle. voice-verified

Oracle reported earnings last night, and the stock is getting a nice pop this morning after a pretty strong quarter. voice-verified

Revenues jumped 30% from a year ago to $19.3 billion estimates, while adjusted earnings came in at $1.92 a share versus the $1.74 that was expected. voice-verified

So it was a strong quarter from Oracle. voice-verified

And you know, it was a year ago where Oracle really burst onto the scene. voice-verified

The market started taking them seriously as a potential winner of the AI boom. voice-verified

Oracle stock hit all-time highs back in September of 2025. voice-verified

But since then, it's been a bumpy ride. voice-verified

The stock is actually down 50% from those levels. voice-verified

But Oracle's business continues to crush it, especially their cloud infrastructure business. voice-verified

This is a part of the company that includes their data centers that they rent to companies for AI computing power. voice-verified

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