Bloomberg Technology
Oracle Slides by Most Since January on Mounting AI Spending
Beth Kindig, lead tech analyst at the I/O fund, says investors should keep an eye on the moment when there is an inflexion – which hasn’t happened yet, but which is what tech CEOs are “banking on.” She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology…
Bloomberg Technology
Odd Lots: Why Many Communities Are Skeptical of the AI Boom
From electrical contractors to HVAC engineers, people far from Silicon Valley are quietly asking the same question: Is AI a bubble? Speaking with Joe Weisenthal and Tracy Alloway on Odd Lots, Jasmine Sun explains how local communities weigh the massive economic tradeoffs of multi-year data center projects when they aren’t even sure if the technology—or…
Bloomberg Technology
Why Data Center Pushback Is a Unique Form of NIMBYism
Unlike solar farms or housing projects, data centers face a unique challenge: people don’t just oppose them in their own backyards—they question if we need them at all. On Odd Lots, Jasmine Sun tells Joe Weisenthal and Tracy Alloway why the AI industry and policymakers have failed to make a compelling case for the AI…
Bloomberg Technology
Apple Cuts Jobs as It Reprioritizes Around AI
Apple is cutting jobs across its Vision Pro, Siri, and Intelligent Systems Experiences teams as it redirects resources toward new devices and artificial intelligence. Bloomberg’s Mark Gurman explains where the reductions are happening and how Apple is reshaping its Siri operation around new AI infrastructure. He also looks ahead to Apple’s foldable iPhone and why…
Odd Lots: Why Many Communities Are Skeptical of the AI Boom
Why Data Center Pushback Is a Unique Form of NIMBYism
Apple Cuts Jobs as It Reprioritizes Around AI
-
Science & Technology6 years agoNitya Subramanian: Products and Protocol
-
People & Blogs4 years agoSleep Expert Answers Questions From Twitter ???? | Tech Support | WIRED
-
CNET6 years agoWays you can help Black Lives Matter movement (links, orgs, and more) ????????
-
Wired7 years agoHow This Guy Became a World Champion Boomerang Thrower | WIRED
-
Wired7 years agoNeuroscientist Explains ASMR’s Effects on the Brain & The Body | WIRED
-
Wired7 years agoWhy It’s Almost Impossible to Solve a Rubik’s Cube in Under 3 Seconds | WIRED
-
Wired7 years agoFormer FBI Agent Explains How to Read Body Language | Tradecraft | WIRED
-
CNET7 years agoSurface Pro 7 review: Hello, old friend ????
@0090brian
December 11, 2025 at 6:40 pm
Capex increased by $15B while RPO increased by $68B. Isn’t that a highly profitable business model? The market clearly overreacted to the downside, which feels either irrational or an intentional attempt to accumulate Oracle shares at a cheap price, given that institutional investors know Oracle’s revenue and profit are likely to surge dramatically over the next few years.
Oracle remains one of the most sustainable companies in the world, supported by its dominant database business. With exponential growth in AI usage, database transactions will explode — and that will translate directly into massive, recurring revenue streams for Oracle.
@matt.stevick
December 11, 2025 at 7:58 pm
beth is one of the very top best analysts i have followed in my 20+ years as registered wall street professional, and successful time proven american tech investor. following her work is a good idea if u enjoy winning.