# En portefeuille : Nvidia, Palo Alto et Oracle - 21/09

Page: https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-nvidia-palo-alto-et-oracle-21-09
Text version: https://stenobird.com/podcast/good-morning-market-7464462/en-portefeuille-nvidia-palo-alto-et-oracle-21-09.md
Podcast: [Good Morning Market](https://stenobird.com/podcast/good-morning-market-7464462)
Published: 2026-09-21T07:57:01+00:00
Episode link: https://good-morning-market.simplecast.com/episodes/en-portefeuille-nvidia-palo-alto-et-oracle-21-09-g08LpPgJ
Audio file: https://altice.simplecastaudio.com/7a17e035-3944-4412-bc56-55d8aa30eda0/episodes/0a94d0d9-b68a-41b0-98c8-cf3f9aed2af3/audio/128/default.mp3?aid=rss_feed&awCollectionId=7a17e035-3944-4412-bc56-55d8aa30eda0&awEpisodeId=0a94d0d9-b68a-41b0-98c8-cf3f9aed2af3&category=News%2CBusiness&episode_published_at=2026-09-21T07%3A57%3A01&episode_title=En+portefeuille+%3A+Nvidia%2C+Palo+Alto+et+Oracle+-+21%2F09&feed=sVEs0xXC&network=291091218710&podcast_title=Good+Morning+Market
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JSON: https://stenobird.com/v1/public/podcasts/good-morning-market-7464462/episodes/en-portefeuille-nvidia-palo-alto-et-oracle-21-09
Duration seconds: 379

## Resource

Ce lundi 21 septembre, Nvidia qui prévoit de doubler ses ventes de puces en 2027, Palo Alto qui a vu son titre doublé cette année, et la prudence sur le titre Oracle, ont été abordés par Louis O'Connor, gérant de fonds chez Uzès Gestion, dans l'émission Good Morning Market sur BFM Business. Retrouvez l'émission du lundi au vendredi et réécoutez la en podcast.

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## Transcript

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