The Story
News Summary
- Oracle's falling forward P/E hinges on unfinished data-center buildout, not margin expansion.
- Massive capex ($70B) and 39% revenue growth assumptions signal heavy AI infrastructure spending, benefiting chip suppliers like Nvidia while Oracle competes with major cloud providers.
Explore NVDA price history & advisor snapshot
These are separate market snapshots and may predate this story. Check the data period, generation time and expiry before using them in your research.
Stored market data
NVDA price history
218.29
+19.87% over the displayed period
Advisor Snapshot
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