AI: bolla o solida realtà? - Oltre i mercati

What this episode covers

AI: Oracle realizza un 30% in una sola seduta di Borsa e rende Larry Ellison l'uomo più ricco del mondo; Nvdia investe 100 miliardi in OpenAI per scongiurare alleanze con Broadcom; Intel sale del 22% in un giorno solo dopo l'annuncio di Nvdia di un investimento di 5 miliardi per spingere la produzione di chip negli USA, forse per compiacere Trump. I mercati sono impazziti o sostengono il futuro? E' una bolla o una solida realtà, come affermava un vecchio spot? Possiamo ancora valutare queste aziende con il P/E?Riflessioni e spunti da parte di Nicola Cardia e Tommaso Gervasoni, operatori dell'Area investimenti di SCM SIM.

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Frequently Asked Questions

How long is this episode of Oltre i mercati?

This episode is 27 minutes long.

When was this Oltre i mercati episode published?

This episode was published on September 24, 2025.

What is this episode about?

AI: Oracle realizza un 30% in una sola seduta di Borsa e rende Larry Ellison l'uomo più ricco del mondo; Nvdia investe 100 miliardi in OpenAI per scongiurare alleanze con Broadcom; Intel sale del 22% in un giorno solo dopo l'annuncio di Nvdia di un...

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