AMZN Dec 2025 140.000 call
| Previous Close | 61.10 |
| Open | 61.10 |
| Bid | 60.25 |
| Ask | 60.85 |
| Strike | 140.00 |
| Expire Date | 2025-12-19 |
| Day's Range | 61.10 - 61.10 |
| Contract Range | N/A |
| Volume | |
| Open Interest | 2.9k |
- Yahoo Finance Video
Oracle is 'advantaged.' Analyst explains why.
Shares of Oracle (ORCL) are rising after the company lifted its fiscal 2026 forecast and announced that it expects sales during fiscal 2029 to cross $104 billion. Wolfe Research managing director and head of software research Alex Zukin joins Morning Brief to break down the company's position in the overall AI race. "Oracle is advantaged. I think Oracle is really good at building enterprise-class infrastructure. I think they've been doing it for decades. On the software side, I think the Oracle database supports some of the most mission-critical hardened workloads in the world. I think that over time, both the database and the application portfolio customers are going to have to migrate, at least probably the majority of those workloads, over to the cloud to take advantage of some of these innovations that we've been speaking about around generative AI," he tells Yahoo Finance. He adds that the company has built an ecosystem with other hyperscalers that allows customers to easily move their workloads to the cloud, and points to its partnership with Amazon Web Services (AWS) as an example. He explains that Oracle has "a lot of irons in the fire across the entire ecosystem," which it is able to translate into accelerating growth and improving profitability. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Melanie Riehl
- Yahoo Finance Video
This factor will set apart competing gen AI tools: Analyst
Nvidia's (NVDA) latest earnings highlighted a major issue for the AI trade; despite beating earnings expectations, investors were disappointed as they looked for significant returns on massive capital expenditures (CapEx). RBC Capital Markets Internet Analyst Brad Erickson joins Asking for a Trend to break down the state of the AI trade and the technology's outlook amid a heated competition. Erickson explains that generative AI platforms are emerging "right in front of us," pointing to software engineering efficiencies, customer support platforms, and marketing tools as examples. He also highlights sovereign AI, where countries are spending on the technology to use and access data that no one else has. He adds, "If you look at like the top four or five CapEx spenders on AI infrastructure, it's $200 billion and it's going up next year probably by more than 10%." He explains that investors are in a position where they have to put "blind faith" into AI players, knowing that it will pay off in the future. He tells Yahoo Finance, "From my perspective, like we're taking a little bit more of a measured approach, saying, 'Look, $200 billion. Think about what you need to do to maintain operating margins.' Pretty simple math of, like, are we really talking about $300, $400 billion of marginal revenue every single year? Those are big numbers." Erickson believes that competing AI tools from names like Google (GOOG, GOOGL) and OpenAI will ultimately "end up looking a lot of the same kind of thing." He argues that distribution is a more important factor and will likely determine the level of success. For more expert insight and the latest market action, click here to watch this full episode of Asking for a Trend. This post was written by Melanie Riehl
Insider MonkeyAmazon.com, Inc. (AMZN): A Bull Case Theory
We came across a bullish thesis on Amazon.com, Inc. (AMZN) on Kroker Equity Research’s Substack by Kroker Equity Research. In this article we will summarize the bulls’ thesis on AMZN. Amazon.com, Inc. share was trading at $187 as of Sept 12th. Amazon remains a dominant force in the online retail and cloud computing sectors, making it a […]
