Oil's Whipsaw Ride, Oracle's Data Center Dilemma, and is Defense the New AI? 3/10/26

石油的过山车之旅,甲骨文的数据中心困境,以及防御是否成为新的AI?3月10日26日

The Exchange

2026-03-11

49 分钟
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Oil prices post their biggest daily loss since March 2022 after hitting above $119 just two nights prior. Will Oracle's data centers be able to accommodate Nvidia's next-gen chip? Plus, defense stocks have been outperforming the tech trade this year, but is there more room to run? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • The story once again is in the energy markets today as crude,

  • WTI crude, is down 13 percent to around 82 a barrel.

  • We were at 119 yesterday.

  • The IEA saying it will hold a, quote,

  • extraordinary meeting later today about a possible oil reserve release.

  • CEO of Saudi oil giant Aramco warning that the war threatens quote catastrophic consequences for the global oil market.