Stocks in Translation

Yahoo Finance

Welcome to Yahoo Finance's Stocks in Translation with master statistician Jared Blikre and 'voice of the people' producer Sydnee Fried. It's our essential conversation cutting through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. Look for jargon busting, and the smartest voices on the street.

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Stocks in Translation

Episodes (183)

Feb 19th How hyperscalers like Oracle and Meta are driving the AI arms race
Feb 17th Yes, we're still in a bull market- but here's the catch
Feb 12th Jobs are up, but hiring is slowing - here’s what’s really going on

Stocks in Translation

Feb 19, 2026
26 minutes
0

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...

Stocks in Translation

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

Yahoo Finance

00:00 -25:45