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Why Is Oracle Stock Up Today?
Motley Fool22d agoneutral
Why Is Oracle Stock Up Today?

Oracle has taken on tens of billions in debt to fund its AI data center build-out, a lower-rate outlook offers it outsize relief.

AI demand is 'exceptional,' but the supply chain is not: HPE CEO
Yahoo Finance Video22d agoneutralVIDEO
AI demand is 'exceptional,' but the supply chain is not: HPE CEO

HPE (HPE) reported third quarter earnings results on Wednesday. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the relationship between the roaring demand for AI and the industry's extreme supply-chain constraints.

AI demand is 'exceptional,' but the supply chain is not: HPE CEO
Yahoo Finance Video22d agoneutralVIDEO
AI demand is 'exceptional,' but the supply chain is not: HPE CEO

HPE (HPE) reported third quarter earnings results on Wednesday. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the relationship between the roaring demand for AI and the industry's extreme supply-chain constraints.

Jim Cramer Explains Why CrowdStrike (CRWD) Upended the Tech Bear Thesis
Insider Monkey22d agoneutral
Jim Cramer Explains Why CrowdStrike (CRWD) Upended the Tech Bear Thesis

During the August 27 Mad Money episode, Jim Cramer turned his attention to CrowdStrike Holdings, Inc. (NASDAQ:CRWD). He highlighted the cybersecurity giant’s latest earnings report as evidence that the prevailing tech bear cases had completely collapsed. He said: Like I mentioned at the top of the show, last night every major bear thesis in tech […]

Jim Cramer Wants NVIDIA (NVDA) to Bet $500 Billion on Itself as AI Financing Risks Grow
Insider Monkey22d agoneutral
Jim Cramer Wants NVIDIA (NVDA) to Bet $500 Billion on Itself as AI Financing Risks Grow

Jim Cramer wants NVIDIA Corporation (NASDAQ:NVDA) to dramatically increase its buybacks. During the September 1 episode of Mad Money, he mentioned that the stock does not reflect the company’s earnings power even as its expanding role in AI infrastructure creates new financial risks. He noted, “NVIDIA’s become the banker for the AI data center build-out.” […]