How hyperscalers like Oracle and Meta are driving the AI arms race

The AI boom is here, but a few hyperscalers are running the show. In this episode of Stocks in Translation, BNP Paribas Equity Research Equity Analyst David O’Connor joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss the AI trade and the outsized influence of hyperscalers. They break down how a handful of giant buyers, including Amazon (AMZN), Microsoft (MSFT), Alphabet (GOOGL) (GOOG), Meta (META), and Oracle (ORCL), are driving AI infrastructure spending, shaping the semiconductor market, and setting the pace for the next wave of AI growth and innovation. Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here. Thoughts? Questions? Fan mail? Email us at [e-mail] Finance's Stocks in Translation is hosted by Jared Blikre and produced by Lauren Pokedoff. Learn more about your ad choices. Visit megaphone.fm/adchoices