Key Advisors Wealth Management CEO and co-founder, Eddie Ghabour, shares his thoughts on Oracle's (ORCL) recent stock moves and their implications for the larger AI trade. Video Transcript 00:00 Speaker A Eddie, what are you to make of this move within Oracle shares? Of course, they've had a pretty significant run so far. and now we're seeing a bit of a pullback this afternoon. 00:11 Eddie Yeah, you know, so I'm actually surprised the pullback wasn't deeper on this name. I think the bigger story here is this is the biggest risk to the AI trade for next year. There's over a trillion dollars of CAPEX spending on data centers expected for next year.
Головну думку ми показуємо публічно. Створіть безкоштовний акаунт, щоб читати повну статтю, зберігати її, обговорювати та поєднувати з ринковим і OSINT-контекстом.