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
Breaking Down Anthropic’s S1 Filing
Bloomberg’s Annabelle Droulers breaks down what investors can learn from Anthropic’s S1 filing, which provides audited figures on the company’s financial fundamentals. ——– 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 Silicon Valley and…
Bloomberg Technology
Defense Contractor Anduril Will Build American-Made Laptop With Qualcomm
Anduril Industries and Qualcomm are producing laptops designed and assembled in the US, called BlueChip, to supply critical industries. Ed Ludlow has more on “Bloomberg Open Interest.” ——– 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…
Bloomberg Technology
SoFi Says It’s Well Positioned for Economic Uncertainty
SoFi CEO Anthony Noto says the company’s growth shows it’s better able to handle economic uncertainty. The fintech firm raised its full-year net revenue guidance to about $5.04 billion and saw demand for its lending products grow. Noto joins Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube: …
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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.