Oracle shares tumble on earnings. But there's a silver lining for our AI chip and power stocks

Oracle shareholders are taking it on the chin Thursday, as the company's plan to raise more money to fund the AI buildout is overshadowing better-than-expected quarterly results. But, from our vantage point as investors in chipmakers and other picks-and-shovels AI players, Oracle had plenty of good things to say about the demand for AI computing. …