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Oracle Can’t Keep Up with Amazon - $ORCL as an AI Stock
Manage episode 428312961 series 3566434
Investing in Intelligence에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Investing in Intelligence 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Is Oracle the AI stock for you? We put Oracle ($ORCL) and in the crosshairs of our AI stock-picking masterminds, considering its relationship with TikTok (pending a national ban) and its position as runner-up in the cloud computing game. While Amazon may provide better cloud computing (and AI cloud) services in the long-run, Oracle still stands to benefit from a larger AI pie.
AI Stocks Discussed: Oracle ($ORCL), Apple ($AAPL), Amazon ($AMZN), ByteDance and TikTok (not publicly traded AI companies)
For a full AI investing portfolio, visit our site at investingintel.ai
30 에피소드
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