Why Oracle's earnings are a key moment for AI stocks

09/12/2025 38 min
Why Oracle's earnings are a key moment for AI stocks

Listen "Why Oracle's earnings are a key moment for AI stocks"

Episode Synopsis

Mike Armstrong and Paul Lane discuss Nvidia getting approval to sell H200 AI chips to China. Why Oracle's earnings is a key moment for AI stocks. Job openings in October rose to 7.7m. Sam Altman's spring to correct OpenAI's direction and fend off Google. Paramount ramps up pressure on Netflix. Options traders brace for wild stock trading off Fed rate cut decision.