Oracle rewarded for betting its capex farm on AI

Today we feature Saxo equity strategist Ruben Dalfovo helping break down what is driving the moon-shot in Oracle shares after the company blew the doors off of expectations with forward cloud infrastructure bookings in its earnings call after the close yesterday. We also look at the Klarna IPO forthcoming today, Novo Nordisk shares rallying on the company's cost reductions, the latest in geopolitics, macro and currencies and much more. Hosting today's pod is Saxo Global Head of Macro Strategy John J. Hardy.

Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release).

Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here.

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