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Analyst Gil Luria says Wall Street is assigning no value to Oracle's $630 billion AI backlog despite growing confidence in OpenAI's long-term compute commitments.
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Nvidia’s Unusual Move Please click here for an enlarged chart of NVIDIA Corp (NASDAQ:NVDA). Note the following: The chart shows that NVDA gapped up above the low band of Zone 1 (resistance). RSI on the
Read original at benzingaWhile both Bloom Energy and Nvidia are strong AI plays, analyst Leo Sun argues Bloom Energy offers better upside potential. Bloom develops solid oxide fuel cells for data center power, with a $20 billion backlog and backing from Brookfield Asset Management. Despite trading at 36x forward EBITDA versus Nvidia's 12x, Bloom's projected 70% revenue CAGR and 120% EBITDA CAGR (2025-2028) exceed Nvidia's 48% and 52% growth rates, while Nvidia faces increasing competition from AMD, Broadcom, and others.
Read original at the-motley-foolOracle Corp (NYSE:ORCL) shares are climbing Wednesday. Citigroup argued the stock could more than double from current levels, pointing to a reset in investor expectations following a sharp summer selloff. Here's what you should know.
Read original at benzinga