Wang: GOOGL Shines Among Hyperscalers, ORCL "One of Most Efficient Clouds"
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In the race between hyperscalers to capitalize on the AI trade, R. "Ray" Wang says Alphabet (GOOGL) "is killing it" through Gemini and cloud expansions das booth boost in AI-related revenue. He explains what makes it different from Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN). As for Oracle (ORCL), Ray discusses whether the cloud company can justify its ballooning CapEx. Tom White offers an example options trade for Alphabet. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D 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/191928615bd8d47686f94682
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