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Oracle Hits A Snag… And How Prime Day Could Boost Retail’s Slump 10/7/25
Manage episode 512080873 series 1772318
Shares of Oracle getting hit on reports the company is seeing thin cloud margins from its Nvidia chip rentals. So is the hiccup a sign of more cracks to come in the AI trade? Plus Retail stocks stuck at check out recently, but could Amazon’s Prime Day and other retail deal days help rejuvenate the space? A top analyst lays out what she sees in store for the group.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2043 episodes
Manage episode 512080873 series 1772318
Shares of Oracle getting hit on reports the company is seeing thin cloud margins from its Nvidia chip rentals. So is the hiccup a sign of more cracks to come in the AI trade? Plus Retail stocks stuck at check out recently, but could Amazon’s Prime Day and other retail deal days help rejuvenate the space? A top analyst lays out what she sees in store for the group.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
2043 episodes
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