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12min chapter
Kohl’s, Oracle Earnings , Boeing Troubles
Bloomberg Intelligence
Analyzing ESG Investment Strategies and Oracle's Cloud Growth
This chapter explores the popularity of ESG ETFs in the US compared to Europe, discussing factors like political backlash and concentration of investment. It also examines Oracle's third-quarter sales performance, focusing on their significant investment in building up data centers for cloud services and their positioning in the AI era. The conversation further delves into the dynamics of cloud computing, data centers, and investment cycles among tech giants like Microsoft, Amazon, Google, and Oracle.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode