Dickens: NVDA "Woodstock of A.I.," ORCL Strong in Cloud & Agentic A.I.
Schwab Network · Schwab Network
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Show Notes
Steven Dickens believes the A.I. trade isn't just alive, but growing stronger. He points to bullish sentiment behind Nvidia (NVDA) CEO Jensen Huang's GTC 2025 presentation as signs that the industry isn't going away. In the software space, Steven points to Oracle (ORCL) as a key player to evolve cloud and agentic A.I. technology.
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