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Rick Munarriz
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Tim Beyers
高级分析师和领先顾问，专注于软件和技术行业的投资分析。
Tim Beyers: 我认为甲骨文的数据中心基础设施资本支出增长三倍，这表明AI和甲骨文作为数据中心基础设施的瑞士的地位能够促进超常需求。我希望了解AI需求是否能成为甲骨文持续增长的动力。
Rick Munarriz: 我认为所有AI股票的航行都很顺利，生成式AI的需求还处于起步阶段，甲骨文也能从中受益。虽然甲骨文的受益可能不如英伟达或CoreWeave那么多，但我认为甲骨文仍然值得期待。基础设施建设者、软件开发者和产品生产者都能从AI的需求中受益，甲骨文的增长速度可能不会达到英伟达的水平，但肯定能超过目前的水平。
Deep Dive
This section briefly covers several market headlines, including President Trump's mixed messages on tariffs, NVIDIA's expansion in Europe, a nuclear startup's funding round, and a Boeing 787 Dreamliner crash.
- President Trump's mixed messages on tariffs are creating market uncertainty.
- NVIDIA is expanding its AI cloud services in Europe.
- Nuclear startup Oklo raised $400 million for a new Air Force micro-reactor project.
- A Boeing 787 Dreamliner crash in India resulted in a significant drop in Boeing's stock price.
Shownotes Transcript