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
Intel Joins Musk’s Terafab Project With Tesla, SpaceX, xAI | Bloomberg Tech 4/7/2026
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Intel’s plan to join Elon Musk’s Terafab project with Tesla, SpaceX, and xAI. Plus, Broadcom and Google expand an agreement with Anthropic to power the AI startup’s burgeoning operations. And Bill Ackman looks to make a deal for the world’s largest music company, Universal Music Group. ——– “Bloomberg…
Bloomberg Technology
NASA Crew Loops Moon and Heads Home
The crew of Artemis II is on their way back to Earth after breaking the record for distance traveled by humans into deep space and viewing the far side of the moon. Ed Ludlow and Caroline Hyde discuss milestones and what comes next on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on…
Bloomberg Technology
Identifying Nonobvious AI Winners
The HumanX conference is underway, highlighting developments in AI. Wesley Chan, managing partner at FPV, discusses some of the nonobvious industries where startups are leveraging AI. 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”…
Intel Joins Musk’s Terafab Project With Tesla, SpaceX, xAI | Bloomberg Tech 4/7/2026
NASA Crew Loops Moon and Heads Home
Identifying Nonobvious AI Winners
-
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
-
CNET6 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.