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
Tech Stocks Rally on the Back of US-Iran Ceasefire Deal | Bloomberg Tech 4/8/2026
Bloomberg’s Caroline Hyde and Ed Ludlow discuss the rally in tech stocks and fall in energy prices as markets react to a two-week ceasefire deal between the US and Iran. Plus, Anthropic is giving tech firms early access to its new Mythos model to get ahead of possible cyberattacks that could wreak havoc. And, Apple’s…
Bloomberg Technology
Snowflake Seeing Strong Return on AI Investment: CEO
Some of Snowflake’s coders are producing work 24 hours a day using AI agents, says CEO Sridhar Ramaswamy. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here: …
Bloomberg Technology
Apple’s Foldable Phone On Track for September Launch
Apple’s first foldable phone is still on track to launch in September, despite reports of major manufacturing delays. Bloomberg’s Mark Gurman discusses the phone’s features and why it could mark a big shift in the foldable market. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology…
Tech Stocks Rally on the Back of US-Iran Ceasefire Deal | Bloomberg Tech 4/8/2026
Snowflake Seeing Strong Return on AI Investment: CEO
Apple’s Foldable Phone On Track for September Launch
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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.