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

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