hero section gradient
15 handpicked stocks

Powering Oracle's Cloud Expansion

Oracle's landmark $30 billion cloud contract requires a massive build-out of data centers and AI infrastructure. Our analysts have identified the key suppliers of servers, semiconductors, and networking hardware that are essential for this expansion and positioned to benefit directly.

Author avatar

Han Tan | Market Analyst

Published on July 3

Your Basket's Financial Footprint

Summary of basket market capitalisation and investor key takeaways.

Key Takeaways for Investors:
  • Large-cap dominance suggests generally lower volatility and closer tracking of broad markets, offering more stable returns.
  • Suitable as a core, long-term holding within a diversified portfolio, not as a short-term speculative trade.
  • Expect steady, long-term appreciation rather than explosive short-term gains; growth is likely moderate and gradual.
Total Market Cap
  • SMCI: $32.58B

  • VRT: $66.83B

  • DELL: $100.15B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Oracle's massive cloud contract creates a direct opportunity for companies in the technology supply chain. As Oracle rapidly expands its data center footprint, these carefully selected suppliers of critical components and infrastructure should see increased demand and revenue growth.

2

What You Need to Know

This theme represents a tactical, event-driven investment opportunity tied to a specific corporate growth cycle. The companies span the full data center supply chain, from server manufacturers and storage providers to networking equipment and power management systems.

3

Why These Stocks

Each company in this collection provides essential technologies or components for modern AI-powered data centers. They were selected based on their strategic positioning to capture a significant portion of Oracle's infrastructure spending as it fulfills this landmark contract.

Why You'll Want to Watch These Stocks

💰

Follow the Money Flow

Oracle's $30 billion cloud contract creates a direct pipeline of spending to these suppliers. When a tech giant opens its wallet this wide, the ripple effects across the supply chain can be substantial.

🔍

Hidden Tech Opportunity

While everyone focuses on Oracle itself, these essential suppliers often fly under the radar. They're the companies actually building the infrastructure that makes cloud expansion possible.

🚀

AI Infrastructure Boom

This Oracle deal is part of a larger trend as companies race to build AI-capable data centers. These stocks aren't just tied to one contract, but to the entire wave of AI infrastructure investment.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

Antiviral M&A Wave: Biotech Opportunities in 2025

Antiviral M&A Wave: Biotech Opportunities in 2025

Merck's $9.2 billion acquisition of Cidara Therapeutics strengthens its antiviral pipeline as a key patent nears expiry. This major deal signals a growing trend of pharmaceutical giants buying smaller biotechs, creating potential opportunities among companies with promising infectious disease therapies.

Streaming Power Dynamics Explained | Content Wars

Streaming Power Dynamics Explained | Content Wars

The resolution of the content dispute between Disney and Google's YouTube TV highlights the critical interdependence of content creators and distributors. This dynamic creates an investment opportunity in companies that are central to the streaming ecosystem, from content production to platform delivery.

Jeep Hybrid Recall Overview: Market Shift Analysis

Jeep Hybrid Recall Overview: Market Shift Analysis

Stellantis is recalling nearly 113,000 Jeep plug-in hybrids because of a serious engine defect, creating potential investment opportunities. This theme focuses on competing automakers and aftermarket parts suppliers that may benefit from a shift in consumer confidence and repair needs.

Frequently Asked Questions