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11min chapter
Oracle Earnings, EU China Tariffs
Bloomberg Intelligence
Analyzing Oracle's Q4 Results and Market Potential in Cloud Infrastructure and AI Workloads
This chapter discusses Oracle's recent fourth quarter results and the underlying factors contributing to investors' positive outlook on the company. It explores Oracle's growth potential as a cloud infrastructure vendor for AI workloads, compares its position in the market to competitors like Amazon and Microsoft, and evaluates its valuation in relation to companies like Nvidia. Additionally, the chapter touches on the importance of key players in the AI space, cloud vendors, and application companies like Salesforce and Adobe.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode