MarketPlays: Alphabet vs Oracle: Which is the better AI bet?

and are both benefiting from the AI infrastructure boom, but their growth stories are very different.

Alphabet has AI across Search and Cloud, while Oracle is gaining from rising demand for cloud infrastructure and AI data centers.

Which stock would you rather own for the next phase of the AI boom?

I’d lean Alphabet for the broader AI upside, while Oracle looks more like a focused bet on the data-center buildout.

oracle has really surprised me with how fast they are growing their cloud business lately. do you think they can sustain this momentum?