Gil Loria

Gil Loria, Head of Technology Research at D.A. Davidson, shares insights on Apple’s AI strategies and Oracle’s cloud growth. Lori Calvasina from RBC discusses market sentiment at record highs and investment strategies amidst geopolitical concerns. They analyze potential market corrections, the impact of China’s declining manufacturing data, and the competitive landscape in tech. With Home Depot's strategic moves and evolving investor attitudes toward AI, the conversation offers a comprehensive view of current market dynamics and future opportunities.

Gil Loria, Managing Director at DA Davidson, shares insights on Apple’s recent product launch, highlighting mixed reactions to the new iPhones, watches, and AirPods, and questioning the price hikes. He also discusses a surprising group of under-the-radar stocks that are outpacing the market and reflects on what they have in common. Loria dives into competition in the tech landscape, especially between Oracle, Microsoft, and Google, while exploring investment strategies in AI and utility sectors for future gains.

Gil Loria, Head of technology research at DA Davidson, dives into the software sector, highlighting strong recurring-revenue stocks despite AI uncertainties. He discusses Oracle's hefty borrowing for AI ventures and the possible repercussions for bondholders. Emily Wilkins, CNBC reporter, sheds light on a GOP-backed bill aimed at banning Congress from trading individual stocks, shaking up political finance norms. Together, they explore the volatile landscape of technology and regulation in today's market.

Gil Loria, Managing Director and Head of Tech Research at DA Davidson, offers quick takes on Oracle’s quarter and what its margins and backlog signal. He breaks down AI-driven cloud demand, data-center plans and valuation of Oracle’s TikTok stake. Markets also swing as energy and Middle East developments roil stocks and memory names.

Gil Loria, Head of Technology Research at DA Davidson, discusses Oracle's declining shares post-earnings and the implications for the AI sector. He highlights the risks associated with Oracle's debt and backlog, advising caution for other AI companies. The conversation shifts to the holiday retail outlook, with On Holdings showing strong results, indicating a vibrant consumer market as Christmas approaches. Loria offers insights on retail winners like Walmart and Amazon, setting the stage for a competitive holiday season.