By Yahoo Finance Video
Publication Date: 2025-12-08 14:17:00
00:00 Speaker A
We’re talking about Oracle and Broadcom and Oracle has sort of as there have been some questions about the AI trade, uh among large cap tech, the questions have sort of centered around Oracle, so that’s going to be an interesting one.
00:11 Speaker B
Yeah.
00:14 Speaker B
Yeah, let’s take a look at the Wi-Fi Interactive. Here I have Oracle, that’s in purple versus iShare software ETF. So that’s kind of just like a broad industry gauge of software and that’s this little cyan line down here. You can see it hasn’t done much uh this year, year to date. It’s up about 9%. Here’s Oracle. It’s up 30%, but check this out. It used to be much higher and it’s just been very volatile. Here’s uh that spurt where they were doing deals and then there was a kind of the rubber meets the road moment where uh a lot of Wall Street is waking up to the fact that there’s going to be a ton of capex, a lot of spending that’s required in this AI trade and…
