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: Maybe AI Won’t Kill Us All — Just Some of Us
Big Tech has been sounding alarms about the risk of AI causing human extinction but there are also skeptics who dismiss the notion, like former US Federal Trade Commissioner Alvaro Bedoya, who referenced the Black Death to dismiss warnings of existential risks. On this episode of the Odd Lots podcast recorded live at the Vermont…
Bloomberg Technology
James Manyika on AI Regulation
“I don’t think it should be left to any one company.” Google SVP James Manyika says a “collective effort” is needed to ensure AI safety. ——– Like this video? Subscribe to Bloomberg Tech on YouTube: Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here: Get the latest in tech from…
Bloomberg Technology
Billions Pour Into OpenAI, DeepSeek Ahead of IPOs
Bloomberg’s Ed Ludlow breaks down OpenAI’s talks with multiple investors to raise at least $30 billion at a valuation of about $1.4 trillion. Plus, DeepSeek is also close to securing at least $12 billion in funding ahead of its own IPO next year, and JPMorganChase CEO Jamie Dimon weighs in on data centers and AI…
Odd Lots: Maybe AI Won’t Kill Us All — Just Some of Us
James Manyika on AI Regulation
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@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.