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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Episoder(3361)

Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble

Instant Reaction: Nvidia Gives Strong Forecast, Countering Fears of AI Bubble

Nvidia, the world’s most valuable company, gave a strong revenue forecast for the current period, helping counter concern that a global surge in AI spending is poised to fizzle. Sales will be about $6...

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Lowe’s Profit Tops Estimates on Online Growth

Lowe’s Profit Tops Estimates on Online Growth

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Drew Reading, Bloomberg Intelligence U.S Homebuilding Analyst, re...

19 Nov 202518min

Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic

Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic

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

18 Nov 202525min

Novo Undercuts Lilly’s Obesity Drug Price for Cash-Pay in US

Novo Undercuts Lilly’s Obesity Drug Price for Cash-Pay in US

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Michael Shah, Bloomberg Intelligence Senior Pharma-Biotech Analys...

17 Nov 202523min

BI Weekend: Disney Earnings, Metsera Bidding War, Visa-Mastercard Deal

BI Weekend: Disney Earnings, Metsera Bidding War, Visa-Mastercard Deal

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney and Scarlet Fu On this podcast:- Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Walt Disney ear...

14 Nov 202537min

Walmart CEO Retires, US Head to Lead Retailer Into AI Age

Walmart CEO Retires, US Head to Lead Retailer Into AI Age

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Jennifer Bartashus, Bloomberg Intelligence Senior Analyst, Retail ...

14 Nov 202516min

Disney Says Film Studio’s Expenses Weigh on Current Quarter

Disney Says Film Studio’s Expenses Weigh on Current Quarter

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, re...

13 Nov 202515min

Anthropic Commits $50 Billion to Build AI Data Centers in US

Anthropic Commits $50 Billion to Build AI Data Centers in US

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Caroline Hyde, BTech Co-Anchor, discusses Anthropic planning to s...

12 Nov 202518min

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