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Nvidia and Broadcom show the AI trade is alive and well. How alive? Well, the S&P 500 is doing something it has not done in 90 years.
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Will S&P 500 open higher? Polymarket odds reach 60% as Wall Street awaits Fed's rate decision, digests war costs, and shakes off AI fears.
BofA's September survey shows 53% call semiconductors the most crowded trade while 42% see AI capex as the likeliest systemic credit event source.
Oracle is positioned to benefit from the generative AI boom through its cloud infrastructure and data center services, particularly via a $300 billion deal with OpenAI. However, the stock has underperformed peers like Nvidia and Micron. The company faces risks from massive capital expenditures ($90-95 billion expected in fiscal 2027), heavy concentration on OpenAI as a client, and uncertainty about long-term profitability. Analysts predict Oracle stock will deliver around 10% annual returns, turning a $1,000 investment into approximately $1,464 by 2030.
https://www.theinformation.com/articles/apple-considers-return-server-market-talked-nvidia-use-network-tech
Nokia (NOK) shares jump 6% premarket, testing key $10.50 resistance as broader market sentiment and momentum improve.