Oracle and the AI Boom

Oracle and the AI Boom

Is the software giant still a growth company? (00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors. Companies discussed: ORCL, MSFT, DOCN, HSY Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7 Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Anthony Schiavone Engineers: Tim Sparks, Austin Morgan Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2273)

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel...

26 Jul 0s

The Father of the 4% Rule Says Retirees Can Take Out Much More

The Father of the 4% Rule Says Retirees Can Take Out Much More

William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in ...

25 Jul 0s

What Alphabet’s Stock Drop Tells Us About the Market Today

What Alphabet’s Stock Drop Tells Us About the Market Today

Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply cha...

24 Jul 0s

Mag 7 Starts Burning Cash (for Real)

Mag 7 Starts Burning Cash (for Real)

Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that sp...

23 Jul 0s

Alphabet’s New Model & Novo’s Lawsuit

Alphabet’s New Model & Novo’s Lawsuit

A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company’s magic? Plus, we discuss Novo Nordisk suing Eli ...

22 Jul 0s

Capital Market Earnings Crashout

Capital Market Earnings Crashout

Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong i...

21 Jul 0s

Chinese AI Just Made History

Chinese AI Just Made History

Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today’s show, Jon, Matt, and Rachel discuss the state of the predictions ma...

20 Jul 0s

The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning

The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning

Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation platforms has the receipts to prove it. Motley Fool ana...

19 Jul 25min

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