Oracle Signed Cloud Services Worth $30 Billion a Year

Oracle Signed Cloud Services Worth $30 Billion a Year

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.

Bloomberg Intelligence hosted by Paul Sweeney and Norah Mulinda

-Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses Oracle signing a single cloud deal worth $30 billion in annual revenue — more than the current size of its entire cloud infrastructure business. That revenue is expected to start flowing in the fiscal year 2028, Oracle disclosed in a regulatory filing Monday, without naming the customer.

- Stephanie Diaz, BNEF Senior Associate discusses how nuclear power, after decades of being the clean energy pariah, is now the industry’s darling as it seeks out clean, dispatchable power. With rising power demand, regulatory overhauls and ambitious timelines, the US advanced nuclear industry is changing quickly.

- Michele Martin, President of Prosperity– An EisnerAmper Company, recaps 2025 H1 and then provides her outlook on H2 2025.

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Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China

Nvidia CEO Jensen Huang & Dell CEO Michael Dell on Agentic AI, Memory Demand and China

Dell CEO Michael Dell and Nvidia CEO Jensen Huang say supply chain constraints are still the biggest bottleneck to AI growth, even as demand surges worldwide, including in China. Speaking with Bloombe...

18 Touko 20min

NextEra to Buy Dominion for $67 Billion to Create U.S Power Giant

NextEra to Buy Dominion for $67 Billion to Create U.S Power Giant

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Emily Forgash, Bloomberg Energy Reporter, discusses NextEra Energy ...

18 Touko 19min

AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPO

AI Chipmaker Cerebras Climbs 68% After Year’s Biggest IPO

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Bailey Lipschultz, Bloomberg News Senior Equities Reporter, discus...

15 Touko 23min

Cisco Jumps Most Since 2011 on Sales Outlook

Cisco Jumps Most Since 2011 on Sales Outlook

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Stacey Vanek Smith- Ryan Vlastelica, Bloomberg Equities Reporter, discusses ea...

14 Touko 18min

Anthropic in Talks to Raise $30 Billion at $900 Billion Value

Anthropic in Talks to Raise $30 Billion at $900 Billion Value

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu*Broadcasting From Eisner Amper West Coast Real Estate Summit in San...

13 Touko 18min

 EBay Spurns GameStop’s Bid as ‘Neither Credible Nor Attractive’

EBay Spurns GameStop’s Bid as ‘Neither Credible Nor Attractive’

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Cecilia D'Anastasio, Bloomberg Video Game Reporter, discusses EBay ...

12 Touko 21min

AI Chipmaker Cerebras Systems Seeks $4.8 Billion in Upsized IPO

AI Chipmaker Cerebras Systems Seeks $4.8 Billion in Upsized IPO

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Carmen Reinicke, Bloomberg Equities Reporter, discusses Cerebras Sy...

11 Touko 18min

Lyft Earnings Miss Estimates After Global Expansion Push

Lyft Earnings Miss Estimates After Global Expansion Push

Watch Paul and Scarlet LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney, Scarlet Fu, and Isabelle Lee- Mandeep Singh, Global Tech Research Head at Bloombe...

8 Touko 25min

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