NVDA Dec 2026 1.500 put
- Yahoo Finance Video
How Oracle is giving Nvidia, other chip stocks a boost
Semiconductor stocks rallied in Wednesday's trading session after Nvidia (NVDA) CEO Jensen Huang highlighted "great" demand for AI chips. KeyBanc Capital Markets equity research analyst John Vinh joins Morning Brief to discuss the state of the overall AI race and some of the key players in the sector. After Nvidia rose 8% intraday, Vinh believes the movement indicates "a recovery based on kind of an overreaction on earnings." While Nvidia's most recent earnings met and beat expectations, investors were still disappointed as they looked for bigger returns. However, Vinh doesn't think the AI trade is stopping anytime soon: "I think what really drove the recovery you're seeing more recently is that Oracle (ORCL) came out talked about very strong accelerating growth on the AI side. And they also said that their outlook for next year is going to result in a doubling of capex. So I think that's reassuring investors that the AI trade is not over yet." He argues that Oracle is "one of the key important reads in terms of AI hyperscaler demand and spend going forward." He also points to AMD (AMD), Marvell (MRVL), and Broadcom (AVGO) as standout names in the "expansive market" and highlights Cirrus Logic (CRUS) as a lesser-known play. He calls the company a "proxy for Apple (AAPL)," noting that 80% of its revenue is Apple-driven. As the tech giant rolls out Apple Intelligence, Cirrus Logic will be a beneficiary, especially if it kicks off an upgrade cycle. While the AI race shows no signs of stopping, Vinh expects spending to be "unabated" as data centers become a crucial part of the equation. He explains, "What we look at in our perspective, at least in the near to medium term, at least going into 2025, is that all these AI hyperscalers are going to have to aggressively spend. The next-generation platform that Nvidia is releasing, Blackwell, is going to basically lower your TCO (total cost of ownership) by 30x." "So if we're still waiting for that monetization model, operationally, if you're a hyperscaler, you've got to go with the lowest cost TCO solution out there until you get that monetization model. So we don't see any sort of letup in spend over the next 12 months here," he concludes. 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
Producer prices, Nvidia CEO, Boeing labor talks: 3 Things
After August's Consumer Price Index (CPI) largely came in line with economist expectations, producer prices came in a touch hotter than expected. The Producer Price Index (PPI) saw prices increase 0.2% month-over-month and 1.7% year-over-year. Initial jobless claims also came out above estimates for the prior week: 230,000 versus the 227,000 expected. Nvidia (NVDA) CEO Jensen Huang's comments on the company's chip demand seemingly gave the tech sector (XLK) a burst of energy in Wednesday's session. Boeing's (BA) contract with factory workers is set to expire today. The aircraft manufacturer reached a tentative agreement with union leadership earlier this week with the 33,000 union members to vote on the deal on Thursday. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Luke Carberry Mogan.
- Yahoo Finance Video
How to use a butterfly spread when trading options
One of the things investors like about options trading is the flexibility it gives them. With options, traders can employ different strategies and tactics. One such strategy is the butterfly spread. BayCrest Managing Director, Equity Derivatives David Boole says the butterfly strategy is "used more when there's a lot more volatility in the market." He adds that traders like them because "for a small amount of premium, you get exposure to a wide range." Watch the video above to hear Boole explain butterfly trades that were made based on the iShares 20+ Year Treasury Bond ETF (TLT) and Nvidia (NVDA). For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Stephanie Mikulich.
