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Oracle’s $50B CapEx Fuels Data Center Trade, Pressure Builds on Mega Caps
Jacob Sonenshine breaks down how Oracle’s (ORCL) $50 billion CapEx plan, including AI chips and data centers, supports infrastructure stocks. He notes limited expectations for spending cuts and warns that share issuance from Alphabet (GOOGL), Super Micro (SMCI), and Meta Platforms (META) weighs on sentiment. He advises waiting for downside momentum to slow before entering names like Microsoft (MSFT) or the broader S&P 500 (SPX).
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By Schwab NetworkJacob Sonenshine breaks down how Oracle’s (ORCL) $50 billion CapEx plan, including AI chips and data centers, supports infrastructure stocks. He notes limited expectations for spending cuts and warns that share issuance from Alphabet (GOOGL), Super Micro (SMCI), and Meta Platforms (META) weighs on sentiment. He advises waiting for downside momentum to slow before entering names like Microsoft (MSFT) or the broader S&P 500 (SPX).
======== 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/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about