We're raising our Nvidia price target — plus, reports on Oracle's big new customer

Every day during the week, Jim Crammer and CNBC Investment Club released Homestretch, a processable afternoon update at the last hour of trade at Wall Street. Market Movements: S&P has hit another record on Wednesday. While gains are mostly centered around the technology and beneficiaries of AI infrastructure construction, most consumer stock and health services are delayed. August Producer Price Index has been surprisingly fell from July. The rates, which are a big surprise from the consumer price index on Thursday, will reduce interest rates by 25 basis points at the next week's meeting. Sunday is currently supporting a total of three feeding cuts by the end of the year. AD Alliance: Netflix and Amazon announced a new partnership that will allow Netflix to access the Premium Advertising Inventory of advertisers using Amazon's request side platform (DSP) on Wednesday. The proposal will be presented in large markets such as USA, England, France, Spain, Mexico, Canada, Japan, Brazil, Italy, Germany and Australia. Netflix has previously announced the programmed partnerships with Alphabet with Display & Video 360 from Google, Trade Desk, Microsoft and Yahoo, but it has been published that Digiday, Amazon, allows advertisers to access commercial data. "This gives you something beyond accessing advertisers - signals that they can use to strengthen their ads to Netflix." He said. In June, we talked about a story that carries "millions of dollars" to Amazon's DSP for many reasons, including lower wages, a better interface and more measurement visibility. This latest agreement with Netflix is proof that it has become a real player in the flow advertising market. Despite the positive news, Amazon shares were low on Wednesday. Currently, the biggest driver of the stock is Amazon web services and whether it has lost ground to competitors. Oracle's accumulation and guidance reigned these fears. We think the death of AWS is largely exaggerated, but the cloud computing unit will have to publish better growth to change the narrative. Oracle Boom: A surprising participation growth of Oracle and the multi -year cloud infrastructure income framework increased the stock by more than 40%, and these gains bring too much shares with it. From the chip manufacturers such as Broadcom and Nvidia, we see some major market movements in response to Oracle, up to Oracle, the electric equipment provider Eaton, Data Center Cooling Specialist Vertivor and Energy Production Equipment Manufacturer Gear Vernova. If Oracle offers a financial plan to provide $ 114 billion cloud infrastructure income in 2029 financially, this will require much more information processing power. Not just Oracle. As the cloud computing race warms up, Microsoft, Alphabet and Amazon will have to continue to invest. According to Wall Street Journal, Oracle has an information process of $ 300 billion lasting about five years from Openai. According to the report, this single agreement will require a 4.5 Gigawatt power capacity equivalent to the amount of power consumed by about four million houses. PT Boost: Considering these dynamics, we rely more on long -term view for AI infrastructure expenditures and sustainability. As a result, we increase our NVIDIA price target from $ 170 to $ 200. Since we have reported Broadcom earnings on September 4, we will continue to evaluate for a price target update after 20% move. Next: There are no big earning reports after the closing bell on Wednesday. Kroger reports before the opening bell on Thursday. As mentioned above, we will take a look at the CPI and weekly unemployed claims figures. (See here for the full list of Jim Cramer's philanthropist's confidence in the charitable trust. Jim is waiting for 45 minutes after sending a trade warning before buying or selling a share in the portfolio of charitable confidence. If Jim talked about a stock on CNBC TV, he's waiting for 72 hours after trading warning before trading. The above investment club information is subject to our conditions and conditions and our Privacy Policy with the waiver. There is no confidence or duty or not, as you receive any information provided in connection with the Investment Club. A specific result or profit is not guaranteed.