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
Nvidia Invests $2B in Marvell, Deepens Partnership | Bloomberg Tech 3/31/2026
Bloomberg’s Matt Miller takes a look at Nvidia’s $2 billion investment in Marvell, part of an agreement to collaborate on silicon photonics technology. Plus, the debt binge fueling the AI boom continues, with CoreWeave raising $8.5 billion from banks and investors to expand its cloud capacity. And, the CEO of wearables startup Whoop discusses the…
Bloomberg Technology
What To Expect From the Artemis II Launch
NASA says there’s an 80% chance the Artemis II mission will launch on Wednesday from Cape Canaveral in Florida. Bloomberg’s Loren Grush is there with more on what to watch for. ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed…
Bloomberg Technology
Rivian Electric Bike Spinoff Signs Deal with DoorDash
Electric bike startup Also, which spun out of carmaker Rivian, reached a $1 billion valuation in a new funding round and struck a partnership with DoorDash to work on autonomous deliveries. Also’s co-founder and President Chris Yu speaks with Matt Miller on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: …
Quick Start: Setting Up Your Samsung Galaxy Buds4 Pro
Nvidia Invests $2B in Marvell, Deepens Partnership | Bloomberg Tech 3/31/2026
What To Expect From the Artemis II 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.