What ORCL Has that AMZN & GOOGL Don't in A.I. Evolution

Oracle (ORCL) reports earnings after the closing bell, and Cory Johnson believes the company is poised for success. He points to the company's plan with Nvidia's (NVDA) Blackwell chips as a way to stay ahead of competition in Alphabet's (GOOGL) and Amazon's (AMZN) cloud services. Cory also talks about the A.I. evolution, arguing "we're not done" with hardware even as the baton passes to software.

Morning Trade Live

10 Dec 2024

SHARE

Schwab Network's Newsletters

Daily insights for every investor

ON AIR
11:00 am
Fast Market
replay
12:00 am
Market Overtime
REPLAY
12:30 am
Market On Close
REPLAY
2:00 am
Market Overtime
REPLAY
2:30 am
Market Overtime
REPLAY
3:00 am
Fast Market
REPLAY
4:00 am
Next Gen Investing
REPLAY
education
5:00 am
Liz Ann Live
REPLAY
5:30 am
The Wrap
REPLAY
education
7:00 am
Schwab 2026 Outlook
REPLAY
8:00 am
Market Overtime
REPLAY
8:30 am
Market On Close
REPLAY
education
10:00 am
Schwab 2026 Outlook
REPLAY
ON AIR
11:00 am
Fast Market
REPLAY
12:00 pm
Next Gen Investing
REPLAY
education
1:00 pm
Liz Ann Live
REPLAY
1:30 pm
The Wrap
REPLAY
education
3:00 pm
Schwab 2026 Outlook
REPLAY
4:00 pm
Market Overtime
REPLAY
4:30 pm
Market On Close
REPLAY
education
6:00 pm
Schwab 2026 Outlook
REPLAY
7:00 pm
Fast Market
REPLAY
8:00 pm
Next Gen Investing
REPLAY
education
9:00 pm
Liz Ann Live
REPLAY
9:30 pm
The Wrap
REPLAY
education
11:00 pm
Schwab 2026 Outlook
REPLAY