Nvidia’s stock is up 33% year-to-date but faces competition from Google TPUs and other ASICs. Oracle is taking on significant debt to scale its cloud infrastructure amid AI demand. Despite a 12% drop in shares due to Q2 revenue miss, Oracle has a strong AI backlog and positive guidance.

A recent study revealed one habit that doubled Americans’ retirement savings, making retirement dreams a reality. As December starts, investors wonder if stocks will see a Santa Claus rally. Nvidia, though up significantly, faces competition that could erode its edge. Despite challenges, Oracle’s bold AI investments may pay off in the long run.

Read more at Yahoo Finance: Is the Stage Set for a Santa Rally? 2 Stocks That Could Benefit Most