CNBC's "Fast Money" Apple’s Latest Hardware Updates… And A Buyback Bump 9/9/25
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Sep 9, 2025 Gil Loria, Managing Director at DA Davidson, shares insights on Apple’s recent product launch, highlighting mixed reactions to the new iPhones, watches, and AirPods, and questioning the price hikes. He also discusses a surprising group of under-the-radar stocks that are outpacing the market and reflects on what they have in common. Loria dives into competition in the tech landscape, especially between Oracle, Microsoft, and Google, while exploring investment strategies in AI and utility sectors for future gains.
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Oracle's AI Backlog Is Massive But Low Margin
- Oracle reported massive multi-cloud and AI demand, driving an enormous backlog and re-rating the stock.
- Analysts warn revenue growth may be low-margin and capex and supply bottlenecks could limit rapid profitability gains.
Alphabet Gains From Gemini Momentum
- Google Cloud's backlog and Gemini traction drove Alphabet shares higher amid renewed AI investor enthusiasm.
- Google still appears relatively cheap within MAG7 despite the recent run.
Bottlenecks Could Curb Oracle's Expansion
- Oracle expects huge CapEx and cloud infrastructure growth but much of it will be low-margin GPU capacity.
- Analysts caution that electricity, chips, and debt markets create real bottlenecks to 10x growth in five years.