Oracle’s earnings results made one thing abundantly clear, the spending rate for data centers and AI infrastructure isn’t slowing down any time soon. While the market didn’t respond too favorably to the announcement it was increasing its capital spending for the upcoming fiscal year, there is likely a long list of companies that will benefit. We dig into some of the bottlenecks and pinch points of this massive buildout. Plus, why do international stocks trade at such a discount to American ones?

Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Oracle’s earnings results and capital spending plans
- Is Oracle’s backlog and spending plans connected to the Anthropic and OpenAI IPOs?
-Identifying some pinch points of AI buildout
- Question: Why do European stocks trade at a discount to the US market

Companies discussed: ORCL, TSLA, PDFS, LRCX, KLAC, ASML, PLD, VWDRY, GEV, STLA, RACE, CNH, PHG, NBCLF, AJINF, VYMI, BRK

Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Dan Boyd

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