Oracle’s AI CapX: Growth Engine or Cash Flow Drag?

Description

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the latest headlines after another tough week for markets. From private credit to Japanese bonds, the guys explore what's causing the continuation of a selloff. ⁠ • 📊 Growth vs. Cash Flow Pressure: Oracle’s aggressive AI capex highlights a classic growth-company trade-off. Heavy investment today means immediate pressure on free cash flow, which often triggers investor concern. 😬📉⁠ #AIInvesting #Oracle #FreeCashFlow #TechStocks #GrowthStocks #MarketInsights #RealVision #Investing #ArtificialIntelligence 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com 📣 Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: https://rvtv.io/3Y4t5Pw