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Stock impact report

AI Spending- No, This is NOT the Dot-Com Bubble All Over Again [Yahoo! Finance]

Oracle Corporation (ORCL) 
Last oracle corporation earnings: 3/12 04:02 pm Check Earnings Report
Company Research Source: Yahoo! Finance
But this is not the 1990s from a Capex standpoint, writes Nancy Tengler , CIO of Laffer Tengler Investments. To get more articles and chart analysis from MoneyShow, subscribe to our Top Pros' Top Picks newsletter here It is true tech spend is at a historical high. But it mostly reflects the structural rise in tech's share of total investment. An economy in transition as my partner, Arthur Laffer, Jr. calls it. The chart below shows that the current cycle spend is only slightly above trend. Compare that to the 1990s. Spend was way above trend then; it is not now. Editor's Note: Nancy will be speaking at the 2026 MoneyShow/TradersEXPO Las Vegas , scheduled for Feb. 23-25. Click HERE to register See also: CBTJ: A "Protected" Bitcoin ETF that Helps Limit Downside Risk When you back out Oracle Corp. ORCL ), the hyperscalers are funding Capex from cash flow. ORCL has always used a great deal of debt. One year ago, the company sported a 780% debt-to-equity ratio with earnings gro Show less Read more
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