Absurd AI spend delivers big returns for US cloud giants

from the daily moo · host Moomoo Australia & New Zealand

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

Episode metadata supplied by the publisher feed · Published Sep 11, 2026

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Absurd AI spend delivers big returns for US cloud giants

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