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(3322)

Nike Sinks After China Sales Plunge, Delaying Turnaround

Nike Sinks After China Sales Plunge, Delaying Turnaround

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Poonam Goyal, Senior U.S. E-Commerce and Retail Analyst at Bloombe...

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Trump Media Targets Nuclear Fusion Through Merger With TAE

Trump Media Targets Nuclear Fusion Through Merger With TAE

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Simon Casey, Managing Editor for Energy and Commodities, discusses...

18 Des 202521min

Warner Bros. Urges Investors to Reject Paramount Bid

Warner Bros. Urges Investors to Reject Paramount Bid

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, di...

17 Des 202522min

Ford Will Take $19.5 Billion in Charges Tied to EV Overhaul

Ford Will Take $19.5 Billion in Charges Tied to EV Overhaul

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu -Steve Man, Bloomberg Intelligence Autos and Industrials Research ...

16 Des 202525min

McKinsey Plots Thousands of Job Cuts in Slowdown for Consulting Industry

McKinsey Plots Thousands of Job Cuts in Slowdown for Consulting Industry

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu-Sri Natarajan, Bloomberg News Chief Wall Street Correspondent, dis...

15 Des 202528min

BI Weekend: Oracle, Cracker Barrel Earnings, FDA Probe

BI Weekend: Oracle, Cracker Barrel Earnings, FDA Probe

Watch Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Hosts: Paul Sweeney On this podcast:- Matthew Bloxham, Bloomberg Intelligence Tech Analyst, discusses the BI Survey: “AI’s Cross-Industry I...

12 Des 202536min

Oracle Delays Some Data Center Projects for OpenAI to 2028

Oracle Delays Some Data Center Projects for OpenAI to 2028

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence hosted by Paul Sweeney and Kristine Aquino-Anurag Rana, Bloomberg Intelligence Technology Analyst, discu...

12 Des 202518min

Oracle Slides by Most Since January on Mounting AI Spending

Oracle Slides by Most Since January on Mounting AI Spending

Watch Scarlet and 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, discuss...

11 Des 202522min

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