AI Companies: What's Their Next Step?

Hello everyone! Today i want to share some AI trading ideas with you!

It’s been over a decade since $Microsoft(MSFT)$ broke its 200-week EMA which now aligns with the anchored VWAP from the Oct 2022 bear-market bottom around the $385–$390 range.

Big level the stock needs to defend.

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OpenAI reportedly backed away from Abilene expansion because it wants separate facilities purpose-built around $NVIDIA(NVDA)$ upcoming Vera Rubin chips instead of scaling further with $Oracle(ORCL)$ .

Oracle then stepped aside while Nvidia put down a $150M deposit & began early talks with $Meta Platforms, Inc.(META)$ .

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$Apple(AAPL)$ has delayed the launch of its smart home display again as it waits for new AI features to be ready.

The device code-named J490 was originally planned for spring 2025 and is now expected later this year.

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$NVIDIA(NVDA)$ is reportedly preparing to launch an open-source AI agent platform called NemoClaw aimed at enterprise software companies.

The platform would let businesses deploy AI agents for internal tasks include built-in security and privacy tools & run even outside Nvidia chips.

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$Amazon.com(AMZN)$ Pharmacy now offers $Eli Lilly(LLY)$ Zepbound KwikPen with cash-pay pricing starting at $299/month for the 2.5mg starter dose.

Amazon also plans to expand same-day pharmacy delivery from ~3,000 cities today to about 4,500 by the end of 2026.

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Oracle Jumps 8% on $553B Backlog! Are Debt Concerns Overblown?

Oracle Corporation (ORCL) achieved a milestone not seen in fifteen years, reporting third-quarter revenue and EPS growth that both exceeded 20% YoY. Even more impressive was the disclosure of its Remaining Performance Obligations (RPO)—a key indicator of future revenue—which reached a staggering $553 billion. Can Oracle’s GPU-heavy cloud infrastructure maintain 20%+ growth as competition from custom internal chips intensifies?With $553B in the pipeline, will the market reward ORCL with a "hyperscaler valuation" multiple in 2026?

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AI Companies: What's Their Next Step?

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