The Rundown cover image

Oracle Soars on AI Earnings Beat, Nvidia Invests $2B Into Nebius

The Rundown

00:00

Oracle's cost moves and stock reaction

Zaid discusses Oracle's CapEx, chip-payment shift, and the stock's strong bounce after results.

Play episode from 05:22
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app