Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL
Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL  
Podcast: Chit Chat Stocks
Published On: Fri Sep 12 2025
Description: The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed: (00:00) Introduction (02:06) Analyzing Chipotle's Performance (11:04) Duolingo's Disruption Concerns (19:39) AI Infrastructure and OpenAI's Cash Burn (31:50) Emerging Players in AI: Nebius (34:22) Shorting Stocks: Risks and Strategies (37:13) Exploring Cybersecurity Stocks (47:14) Gambling.com: A Marketing Agency in Online Gambling (47:43) The Internet of Things: SamSara's Business Model (49:51) Rubrik: Cybersecurity and Business Resilience (55:06) Bubble Watch: The State of AI and Market Speculation ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:  https://www.interactivebrokers.com/  Interactive Brokers is a member of SIPC.  ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.  Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat  ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices