The Story
News Summary
- Oracle's AI infrastructure build-out is compressing gross margins (down to ~66%) despite massive $638B RPO growth.
- Capital spending of $70B exceeds trailing revenue, funded by new debt/equity, while free cash flow remains negative, raising execution risk concerns.
Explore NVDA price history & advisor snapshot
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Stored market data
NVDA price history
218.29
+19.87% over the displayed period
Advisor Snapshot
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