Absurd AI spend delivers big returns for US cloud giants

Podcast: the daily moo · Moomoo Australia & New Zealand

Opublikowano: 2026-09-11

US bond yields are rocketing up alongside the price of oil. And analysts cannot see any easy solution to the worsening situation, with the US-Iran conflict to continue. The rising price of debt isn't a worry for the indebted cloud giants, with Oracle the last to report, they're proving their massive spend to build artificial intelligence capability is paying off. Today's watchlist: Oracle, Google, New Hope Check out these stocks: www.moomoo.com/quote