Ben Reitzes
Head of Tech Research at Melius Research. He raised the price target on Oracle to 370 from 270, reiterating his buy rating.
Best podcasts with Ben Reitzes
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Jul 16, 2025 • 43min
SOTS 2nd Hour: The Inflation Debate, El-Erian’s Bull Call, & Nvidia: Buy, Sell, or Hold? 7/16/25
Ben Reitzes, the Head of Technology Research at Melius, brings his insights on the tech sector, predicting that Nvidia could soon be the first company valued at $5 trillion. The conversation shifts to inflation's impact on corporate margins and the tech market's resilience amid economic uncertainties. Meanwhile, economist Mohamed El-Erian discusses potential Fed rate cuts sooner than anticipated. The podcast also touches on recent banking earnings and the legislative momentum for cryptocurrency in Congress.
Sep 10, 2025 • 44min
Oracle’s Halo Effect… And CME Group CEO On Retail Trading 9/10/25
Ben Reitzes, the Head of Tech Research at Melius Research, discusses Oracle's impressive stock surge and its ripple effect on data center stocks, significantly impacting tech giants like OpenAI and challenging competitors such as Amazon. He highlights how this surge reshapes market dynamics in the AI sector. Additionally, Terry Duffy, CEO of CME Group, shares insights on the retail trading landscape, emphasizing the role of technology in democratizing trading and the evolving interplay between retail and institutional investors.
