I Own Both Oracle and NuScale for Different Reasons. Here's How They Fit Together.
I bought the dip in both Oracle and NuScale. Here's why.
Overview
The four largest hyperscalers, Amazon, Alphabet, Microsoft, and Meta Platforms, will spend $725 billion in capital expenditures this year. UBS projects that over the three years from 2026 to 2028, hyperscalers could spend as much as $4.1 trillion on AI infrastructure.
Oracle (NYSE: ORCL) and NuScale Power (NYSE: SMR) are two stocks I own that play different roles in the AI build-out. Compute and power are both valuable, scarce resources in this evolving AI world, and Oracle and NuScale Power could both benefit. Here's what investors need to know.
Image source: The Motley Fool.
Details
Source
Originally published at www.fool.com.
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