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Jun 2024
18m 57s

Episode 158: The Secret Stocks Powering ...

Nicholas Rossolillo; Kasey Rossolillo
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AI Data Center Spending Means Good Times For Semiconductors Continue -- Oracle ORCL Stock Analysis
We break down the takeaways from Oracle's (ORCL) Q1 fiscal 2027 earnings call — what to expect through 2026 and into 2027–2028 as hyperscaler CapEx stays high but is set to slow in growth by 2027, and more in 2028.Oracle posted $19.3B in revenue (sequentially flat) with seasonali ... Show More
12m 54s
Sep 10
Nvidia's Biggest Acquisition Ever: $12.9B for Hugging Face (Can It Survive Regulators?)
Nvidia just proposed its largest acquisition ever — $12.9 billion for Hugging Face. But regulators in the US, EU, and China may have other plans.Nvidia has announced plans to acquire Hugging Face, the leading open-source repository for AI and machine learning code, in a deal valu ... Show More
15m 49s
Sep 10
Pure Storage Is Now Everpure — and Free Cash Flow Just Went Negative (P Stock)
Pure Storage just rebranded to Everpure — and in the same stretch, free cash flow went negative 20% in a single quarter. Here's what's really going on.Pure Storage has officially rebranded as Everpure (P), reflecting its shift from a storage-hardware company into a broader enterp ... Show More
19m 52s
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