Steven Dickens offers a wide perspective on the AI trade and makes the case why it's still the market's "theme" moving forward. For Oracle (ORCL), he believes the software company is a "hyperscaler at scale" with bolstered strength coming from its latest capital deployment. As for Nvidia (NVDA) Steven argues the Mag 7 giant's moat is stronger than ever as it expands its software stack. He later turns to other tech developments in a new partnership between IBM Corp. (IBM) and Arm Holdings (ARM), along with CoreWeave's (CRWV) latest financing.