AI Boom or Bubble? Nvidia, Oracle, and Fed Cuts Drive Markets

he stock market is riding an AI wave — but is it a real boom or just another bubble? In today’s episode of Theta Fuse, we break down Nvidia’s $100 billion OpenAI bet, Oracle’s role in the TikTok deal, and how the Federal Reserve’s latest rate cuts are shaking up Wall Street.

We’ll explore why Nvidia stock is powering the Nasdaq to record highs, how Oracle could benefit from its TikTok spotlight, and what Jerome Powell’s next move means for traders betting on more Fed cuts. Is this AI boom sustainable, or are we heading toward a dangerous bubble?

If you’re watching Nvidia, Oracle, the Fed, or just the broader AI-driven stock rally, this episode is your guide to understanding what’s hype and what’s real.

Disclaimer: This content is for educational and entertainment purposes only and not financial advice.

#Nvidia #AI #OpenAI #Oracle #FedCuts #StockMarket #StockMarketToday #Nasdaq #SP500 #DowJones #Investing #Trading #AIBubble