Episode 158: The Secret Stocks Powering the Future of AI – What Investors Need to Know Right Now

Episode 158: The Secret Stocks Powering the F...

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AI Data Center Spending Means Good Times For Semiconductors Continue -- Oracle ORCL Stock Analysis

We break down the takeaways from Oracle's (ORCL) Q1 fiscal 2027 earnings call — what to expect through 2026 and into 2027–2028 as hyperscaler CapEx stays high but is set to slow in growth by 2027, and more in 2028.Oracle posted $19.3B in revenue (sequentially flat) with seasonali ...  Show more

Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?)

Nvidia just proposed its largest acquisition ever — $12.9 billion for Hugging Face. But regulators in the US, EU, and China may have other plans.Nvidia has announced plans to acquire Hugging Face, the leading open-source repository for AI and machine learning code, in a deal valu ...  Show more

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