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.

See omnystudio.com/listener for privacy information.

Episoder(3366)

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BI Weekend: Delta Earnings, Musk Party, 10 Companies to Watch in 3Q

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Delta Gives Upbeat Outlook as CEO Hails ‘Stable’ Environment

Delta Gives Upbeat Outlook as CEO Hails ‘Stable’ Environment

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Yaccarino Stepping Down as CEO of Musk’s X After Two Years

Yaccarino Stepping Down as CEO of Musk’s X After Two Years

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8 Jul 202519min

Tesla Slides on Concern Musk’s New Party Will Worsen Slump

Tesla Slides on Concern Musk’s New Party Will Worsen Slump

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Lisa MateoCraig Trudell, Bloomberg Global Autos Editor, discusses Tesla shares falling aft...

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BI Weekend: Oracle's Money Making Moves, America's Hot Garbage Problem

BI Weekend: Oracle's Money Making Moves, America's Hot Garbage Problem

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Host: Paul SweeneyOn this podcast:- Jody Lurie, Bloomberg Intelligence Credit Analyst, on midyear outlook/how summer travel will affect th...

4 Jul 202538min

Oracle, OpenAI Expand Stargate Deal for More US Data Centers

Oracle, OpenAI Expand Stargate Deal for More US Data Centers

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Isabelle Lee- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses OpenAI agr...

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