Club holdings (NVDA) and Oracle (ORCL) were the subject of fresh Wall Street research Monday.
Nvidia and Oracle were the subject of Wall Street research on Monday: One note suggests a new chip created by Tesla may hurt the former, while another says why a potential earnings beat by the latter might not be something to brag about. We disagree with both takes. Nvidia NVDA YTD mountain Nvidia's year-to-date performance. The news: Shares of Nvidia are down Monday, bucking a positive move by the broader market.
Oracle Cloud Infrastructure – the company's cloud-computing division – will be the primary reason for exceeding expectations. "At the same time, we would argue this upside is lower quality as it has lower margins and is more commoditized infrastructure services that are benefiting from supply constraints and more discounted pricing," Citi argued in its note to clients. Club take: Our investment in Oracle is predicated, in large part, on the growth of its cloud-computing unit.
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