Chris Kleponis / CNP / Bloomberg via Getty Images Oracle co-founder Larry Ellison briefly became the world's richest person ahead of Elon Musk on Wednesday, according to Bloomberg KEY TAKEAWAYS Oracle shares advanced in premarket trading Thursday, a day after soaring 36% in their best session since 1992. The surge in Oracle stock yesterday briefly lifted the net worth of chair and co-founder Larry Ellison above that of Elon Musk to become the world's richest person, according to Bloomberg. Several an ...

All right. So, do you think this is justified. Uh, one of the big data points here was that 1500% growth when it came to database revenue coming from names like Amazon, Alphabet, and Microsoft.But a lot of people have pointed out that's generally low margin revenue. And there's some questions about the profitability of that business that they're getting. What do you say.Well, I mean, I think in terms of some of the hyperbole you were throwing up before, I mean, this was similar to to the guidance we saw fro ...

Core Insights - The rise of artificial intelligence (AI) has led investors to seek exposure through AI-focused exchange-traded funds (ETFs) [1] - Some investors prefer to target specific companies for individual investment rather than relying on fund managers [2] Group 1: Snowflake Inc. (SNOW) - Snowflake operates a cloud-based data platform that utilizes AI to provide actionable business insights [3] - SNOW shares are among the top 15 holdings in 25 different ETFs, indicating strong market interest [4] - The company has outperformed the market with a year-to-date return of over 25% [4] - Analyst support is robust, with 36 out of 43 analysts rating SNOW as a Buy, projecting a nearly 15% increase in share price [5] Group 2: Astera Labs Inc. (ALAB) - Astera Labs is a significant player in AI hardware, with increasing demand for its products [6] - The company reported a remarkable second-quarter earnings performance, with EPS more than tripling and revenue increasing by 150% [7] - Analysts forecast earnings growth of 118% for the next year, driven by major partnerships [7] Group 3: Oracle Corporation (ORCL) - Oracle is expanding its AI capabilities within its cloud offerings, including the Fusion suite [9] - The company has experienced a 49% surge in share price year-to-date, with potential for an additional $75 per share upside [10] - Oracle is viewed as a stable investment option for those hesitant to invest in smaller AI firms [10] Group 4: Taiwan Semiconductor Manufacturing Co. (TSM) - TSM is a leading company in the semiconductor industry, included in 117 ETFs as a top position [13] - The stock has risen by over 18% year-to-date, driven by optimism regarding production adjustments in response to tariffs [14] - Analysts unanimously rate TSM as a Buy, indicating confidence in its growth potential [14]

Group 1 - Oracle has shown impressive returns compared to the S&P 500, indicating a shift from its previous image as a "boring database company" [1] - The company is characterized by growth in revenue, earnings, and free cash flow, which are essential investment criteria [1] - Oracle is recognized for its excellent growth prospects and favorable valuations, appealing to investors looking for steadily growing companies [1] Group 2 - The article emphasizes the importance of high free cash flow margins, dividend stocks, and generous share repurchase programs as attractive features for investment [1]