Oracle is expected to report earnings later this month.
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Forget Nvidia. This Is the New King of AI
Aug 12, 2026
The creator discusses the AI industry, highlighting strong quarterly results and guidance from Core and Nebus, which led to significant stock price increases. The focus then shifts to Nvidia, with the creator arguing against the idea that its dominance is ending, citing its strong growth prospects, consistent earnings beats, and a new strategic partnership to finance AI infrastructure, which is expected to further boost its ecosystem.
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Coreweave shows strong growth with revenue up 112% YoY to $2.57 billion and a significant revenue backlog of $104.2 billion, indicating robust demand and pricing power.
Nvidia is still the king of AI, with accelerating growth, strong forward guidance, and a new partnership to finance AI infrastructure, making it a buy despite its high valuation.