Oracle, Intel, Tesla, & Google 7-28-26 - Becker Business

Summary3 min read

Becker Business Podcast Summary

Host: Scott Becker
Episode: Oracle, Intel, Tesla, & Google 7-28-26
Date: July 28, 2026

Episode Overview

In this brief update, Scott Becker provides a concise analysis of the tough week experienced by four major tech stocks: Oracle, Intel, Tesla, and Google (Alphabet). The episode is focused on recent stock market performance, company-specific troubles, and high-level trends affecting these business giants.

Key Discussion Points & Insights

1. Stock Performance Rundown ([00:00]–[01:20])

Intel:
- Despite an 8% fall on Friday, Intel remains up about 150% year-to-date.
- Quote:
  
  “Intel remains up 150% year to date, but fell about 8% on Friday.” — Scott Becker [00:11]
Oracle:
- Described as "an absolute mess," down 41% for 2026.
- The poor stock performance is implicated in causing issues for Larry Ellison, who personally guaranteed $40B+ in his son's Warner Brothers Discovery deal.
- Quote:
  
  “Oracle is an absolute mess. It's down about 41% year to date. It's causing trouble for Larry Ellison in the Paramount Warner Brothers deal.” — Scott Becker [00:19]
- Details Ellison’s personal guarantee and the stock slide’s impact:
  
  “Larry Ellison had personally guaranteed 40 billion plus of his son's Warner Brothers Discovery deal. Now the stock is getting crushed, down 41% year to date.” — Scott Becker [00:26]
Tesla:
- Down 30% year to date.
- Sentiment is cautious about Tesla’s next big product ("Optimus" robot).
- Quote:
  
  “Tesla is now down 30% year to date. And people say that it's next. Great hope the Optimus robot is a long way away from actually making money.” — Scott Becker [00:38]
Google (Alphabet):
- Had a consistently strong run but suffered a significant drop last week (around 78% according to the transcript).
- Still up very slightly year to date—about 2%.
- Quote:
  
  “Google Alphabet which has been consistently doing great, also at a very tough week. It dropped last week about 78%. It's still down or, or up just a little bit year to date. The the latest I looked, it's about 2% up year to date.” — Scott Becker [00:45]

2. Broader Market Context ([01:00]–[01:30])

The episode is part of an ongoing coverage of “The Magnificent Seven” large-cap tech stocks.
Becker hints at future, more detailed exploration into the year-to-date progress of these stocks:

“We'll have a separate podcast in the magnificent seven year to date.” — Scott Becker [01:03]
Recap of the negative week for the featured companies.
Headlines capture the mood:

“One of the headlines I saw Alphabet flops, Intel shocks and Tesla tanks. I love that headline from Brian Socio, Yahoo Finance.” — Scott Becker [01:13]

Notable Quotes & Memorable Moments

“Oracle is an absolute mess. It's down about 41% year to date.” — Scott Becker [00:19]
“Intel remains up 150% year to date, but fell about 8% on Friday.” — Scott Becker [00:11]
“Tesla is now down 30% year to date. And people say that it's next. Great hope the Optimus robot is a long way away from actually making money.” — Scott Becker [00:38]
“Alphabet flops, Intel shocks and Tesla tanks. I love that headline from Brian Socio, Yahoo Finance.” — Scott Becker [01:13]

Timestamps for Important Segments

[00:11] — Intel’s performance and recent drop
[00:19] — Oracle’s decline and Larry Ellison’s corporate troubles
[00:38] — Tesla’s losses and the uncertain future of the Optimus robot
[00:45] — Google’s (Alphabet’s) rough week and year-to-date context
[01:03] — Tease for future “Magnificent Seven” coverage
[01:13] — Reference to media headlines summarizing the week

Overall Tone and Language

Scott Becker delivers the update in his signature concise and direct style, mixing facts with a sense of urgency and occasional humor (noting the “Alphabet flops, Intel shocks and Tesla tanks” headline). The language is informal but informative, typical of Becker’s business news delivery.

Summary

This episode gives listeners a fast-paced snapshot of a rough week for four of the market’s tech titans, contextualizes their drops with year-to-date figures, and teases upcoming deeper dives into tech stock trends. It is especially useful for anyone wanting a high-level takeaway on Oracle, Intel, Tesla, and Google’s current challenges as of July 2026.

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Transcript1 lines

[00:00]
A
This is Scott Becker with the Becker Business and the Becker Private Equity podcast. Today's discussion is Oracle, Intel, Tesla and Google. So here's the deal. All four of these high flying mega cap stocks had a really tough week last week. Intel remains up 150% year to date, but fell about 8% on Friday. Oracle is an absolute mess. It's down about 41% year to date. It's causing trouble for Larry Ellison in the Paramount Warner Brothers deal. Larry Ellison had personally guaranteed 40 billion plus of his son's Warner Brothers Discovery deal. Now the stock is getting crushed, down 41% year to date. Intel, even though it was down 8% on Friday, is still up under 50% or so year to date. Tesla is now down 30% year to date. And people say that it's next. Great hope the Optimus robot is a long way away from actually making money. Finally, Google Alphabet which has been consistently doing great, also at a very tough week. It dropped last week about 78%. It's still down or, or up just a little bit year to date. The the latest I looked, it's about 2% up year to date. We'll have a separate podcast in the magnificent seven year to date. But, but again those four stocks, Intel, Oracle, Google, Tesla, all had a really tough week. One of the headlines I saw Alphabet flops, Intel shocks and Tesla tanks. I love that headline from Brian Socio, Yahoo Finance. But that's about it for the week. Thank you for listening to the Becker Business, the Becker Private Equity podcast. We'll see if this week's a rebound week or not. Thank you so much for listening.