Johnson: ORCL Long-Term Bull Case, NVDA Not Expensive & Brace for 5-Year A.I. Buildout

December 12, 20257m 56s

Audio is streamed directly from the publisher (anchor.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Original episode page

Show Notes

Cory Johnson considers Oracle's (ORCL) contracts and incoming cash flow opportunities "fantastic" and calls its $300 billion OpenAI contract "the biggest... in the history of business." Because of this, he believes Oracle's expanding backbone of contract warrants the company's ballooning debt tactics. He adds that there's still plenty of reasonably-priced tech stocks, including the biggest of them all: Nvidia (NVDA). Cory also makes the case that the A.I. buildout phase has at least another five years to go.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

About Schwab Network - https://schwabnetwork.com/about

← All episodes of Schwab Network