Joining us, Niles Investment Management founder and portfolio manager, Dan Niles. See what I did there, Dan. You're welcome.Um, let's get to the the real the big story right now obviously potentially is Nvidia and this may not happen. I want to make that very clear. It was a journal story over the weekend.If Nvidia were to pull back or out of that 100 billion OpenAI investment, what would it mean if anything. Well, I mean, I think it shows you how the world has changed from September, but we kind of know th ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance its content creation and workflow processes [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Software giant, Oracle Corporation (NYSE:ORCL) , has revealed that it is planning to raise between $45 billion and $50 billion in 2026 for the expansion of its cloud infrastructure capacity. • Oracle stock is trading near recent lows. What should traders watch with ORCL?Oracle’s debt insurance cost against default reached a five-year peak in December last year. Since its peak in September, Oracle's stock has plummeted 50% and fallen a further 11% following disappointing quarterly results in December, report ...

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Core Insights - The proposed $100 billion investment in OpenAI is not a firm commitment but an invitation to invest incrementally, highlighting the need for sustainable funding in the AI sector [1][4] - The narratives surrounding Nvidia and Oracle emphasize the high costs associated with AI development and the necessity for substantial financial backing [2][3] Nvidia's Position - Nvidia's CEO stated that the company will make a significant investment in OpenAI, but clarified that the $100 billion figure should not be viewed as a literal amount [4] - Nvidia's role in the AI ecosystem is crucial as it provides the necessary compute power, positioning itself as a key player in the ongoing AI arms race [5][10] - The investment in OpenAI transforms Nvidia's image from a mere supplier to a strategic partner, as it seeks to maintain demand for its chips [6][8] Oracle's Strategy - Oracle plans to raise $45 billion to $50 billion by 2026 to expand its cloud infrastructure, with a mix of equity and bonds, addressing market concerns about its financial health [3][14] - The company's strategy aims to reassure investors and credit markets that it is not over-leveraging while trying to meet the growing demand for AI-related services [15][16] - Analysts view Oracle's funding plan as a necessary step to maintain investment-grade status and manage balance sheet concerns amid rising leverage [16][17] Market Dynamics - The AI market is experiencing a shift from a focus on rapid software development to the need for substantial infrastructure investments, which require careful financial planning [4][20] - Companies in the AI space are increasingly looking to diversify their supply chains and reduce dependence on Nvidia, which could impact Nvidia's market position in the long term [11][12] - The interconnected nature of funding and demand among major players raises questions about the sustainability of growth in the AI sector, as companies may prioritize cost optimization over expansion [18][19]

有人说，这不过是"扩张痛"，技术公司都要烧钱扩数据中心，硅谷故事千篇一律，可别忘了，规模和节奏不 同，甲骨文不是初创，它是上市公司、养老基金、债券持有人都在看的对象，市场不只是拍手叫好，市场更喜 欢可预测的现金流，何况甲骨文还发行了去年那一单百八十亿美元的债券，按外媒披露，其每年需借款约二百 五十亿美元以支撑扩张，融资链条一旦被银行、债券市场质疑，后果就不是"熬一熬"那么简单。 对产业层面而言，此事也给所有玩家一个提醒，数据中心不是单纯的IT扩张，它牵涉到能源、土地、供应链、 政策许可与金融配套，多头协同才能成事，任何单一主体把所有风险集中化，最终受伤的还是整个生态；政策 制定者与监管机构也应看到，超大规模资本投向敏感基础设施，需要更透明的披露与审慎的信用评估机制，这 既是对市场负责，也是对国家产业安全负责。 至于普通投资者与从业者，别被所谓的"千亿美元"数字吓到，也别被短期股价波动迷惑，投资和职业选择要看 长期能否产生稳定现金流与技术竞争力，别把希望寄托在"未来会更好"这句安慰剂上，市场不会因为你的善良 就仁慈。 我们再来衡量一个更微妙的点，技术和战略是否相匹配，甲骨文从数据库起家、靠企业客户沉淀了稳定收入 ...

Oracle shares were higher on Monday after the company disclosed plans to raise between $45 billion and $50 billion in funding as it accelerates investment in cloud infrastructure designed to support a... ...

[music] We're back on Morning Trade Live. Let's focus on Oracle. This stock has been volatile to say the least over [music] the last 12 months, rising nearly 200% in a fivemon span between April and September last year. But since then, it's been [music] a fall from grace. Oracle shares down nearly 50% from that all-time high and were 15% [music] lower in January. Right now, we are currently trading up almost 2% at 167 and change. But that wasn't the case [music] actually pre-market. We came off the low. So, ...

Core Insights - Oracle is increasing its debt levels, indicating potential financial strain or a strategic move to capitalize on growth opportunities in the AI sector [1] - Nvidia is revising its investment targets related to OpenAI, suggesting a reassessment of its commitment to AI investments [1] - An analyst suggests that these developments may indicate instability in the AI investment landscape, raising concerns about the sustainability of the current AI trade [1] Company Summaries - Oracle's decision to raise more debt could reflect a strategy to fund expansion or innovation in AI technologies, but it also raises questions about its financial health [1] - Nvidia's adjustment of its OpenAI investment target may signal a shift in its approach to AI partnerships and investments, potentially impacting its future growth trajectory [1] Industry Implications - The combined actions of Oracle and Nvidia may suggest a broader trend of caution within the AI sector, as companies reassess their investment strategies amid changing market conditions [1] - The potential instability in the AI trade highlighted by the analyst could lead to increased volatility in AI-related stocks and investments, affecting investor sentiment [1]

Group 1: Commodity Market Movements - Silver prices have reversed overnight declines, trading higher after experiencing a 30% drop, marking the worst one-day decline since 1980 [1] - Oil prices have fallen more than 4% as President Trump indicates a de-escalation with Iran, suggesting market weakness ahead of the opening [2] Group 2: Disney's Earnings and Leadership Transition - Disney reported better-than-expected first-quarter results, driven by its parks and cruise business, despite shares falling due to succession plan concerns [2][4] - The company is close to promoting Josh Dearo, head of theme parks, to replace CEO Bob Iger, who plans to step down this year [5][6] Group 3: Oracle's AI Infrastructure Investment - Oracle is raising up to $50 billion for its AI infrastructure buildout, indicating a strong demand for its services from major clients like Nvidia and Meta [3][34] - The company has initiated a bond offering to support this funding, which has led to a slight increase in its stock price despite shareholder dilution concerns [35][36] Group 4: Energy Sector Developments - Devon Energy is acquiring Cotera in an all-stock deal valued at $21.4 billion, with Devon shareholders expected to own 54% of the combined company [27][29] - The merger aims to enhance operational scale and leverage in the capital-intensive shale industry [32] Group 5: Technology and AI Market Insights - The adoption of AI technologies is robust among companies, although spending remains low as a percentage of total tech budgets, indicating early-stage growth potential [17] - Investors are advised to focus on long-term opportunities in beaten-down tech stocks, with a three to five-year investment horizon [20] Group 6: Cryptocurrency Market Dynamics - Bitcoin is experiencing pressure, with significant trading activity noted, including a recent purchase of 855 Bitcoin at an average price of $87,974 [40] - Discussions around new US crypto legislation are ongoing, focusing on stablecoin interest payments and regulatory clarity [45][49]